BENNELONG FOUNDATION (UK)
The Bennelong Foundation (UK) has a policy of giving grants to a wide variety of charitable institutions or organizations that benefit society including those engaged in opening pathways to social inclusion for new arrivals to the UK facing hardship, and families facing barriers to accessing food and education.
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST AT THEIR SOLE AND ABSOLUTE DISCRETION TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES AS THE TRUSTEES AT THEIR SOLE AND ABSOLUTE DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves decreased from £552,702 to £385,614 due to a net expenditure of £167,088, which included a £19,238 loss on investments. Per the trustees' report, the charity maintains a reserves policy targeting the higher of one year's administrative expenses or £100,000, and the current net assets of £385,614 exceed this minimum threshold.
What the accounts disclose
“the Foundation will hold an amount in reserve, being the higher of: i. An equivalent to one year's administrative expenses (as determined by the Trustees from time to time), or ii. £100,000.” — page 6
Policies the charity declares
- Complaints handling
- Conflicting interests
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Risk management
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 30/06/2023 (received 20/06/2024, 51 days after the 30/04/2024 due date).
Structured financials (annual return, FY ending 30/06/2021)
Trustees
- Carena Shankarchair
- Jeffrey Chapman
- Maurice Wren
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £33k | £180k |
| 30/06/2024 | £22k | £32k |
| 30/06/2023 | £17k | £106k |
| 30/06/2022 | £20k | £1.4m |
| 30/06/2021 | £2.1m | £63k |
Common questions
Is BENNELONG FOUNDATION (UK) financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves decreased from £552,702 to £385,614 due to a net expenditure of £167,088, which included a £19,238 loss on investments. Per the trustees' report, the charity maintains a reserves policy targeting the higher of one year's administrative expenses or £100,000, and the current net assets of £385,614 exceed this minimum threshold. Its FY2025 accounts were independently examined.
Funders of similar charities
Charities like this
- Bernard Sunley Foundation
- NEW QUADRANT FOUNDATION
- THE BROOMTON FOUNDATION
- WELLINGTON MANAGEMENT UK FOUNDATION
- WOODROFFE BENTON FOUNDATION
- THE BARTLETT FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BENNELONG FOUNDATION (UK) | £33k | — | 0 | unclear | — | no doubt |
| Bernard Sunley Foundation | £3.0m | £100,001 - £110,000 | 1 | unclear | — | no doubt |
| NEW QUADRANT FOUNDATION | £50k | — | 0 | above | — | no doubt |
| THE BROOMTON FOUNDATION | £3.0m | — | 0 | unclear | — | no doubt |
| WELLINGTON MANAGEMENT UK FOUNDATION | £834k | — | 0 | unclear | — | no doubt |
| WOODROFFE BENTON FOUNDATION | £263k | — | 0 | unclear | — | no doubt |