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THE LIZ AND JACK DANIEL FOUNDATION

Registered charity 1190755 · accounts filings on the Charity Commission register

Latest income
£491k
Latest spending
£589k
Registered
2020
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted funds of £11,259,941, which significantly exceeds its stated reserves policy target of three months of unrestricted charitable expenditure. The charity reported a net income increase of £399,434 for the year, driven by gains on investment assets, while maintaining a strong cash position and no restricted funds.

What the accounts disclose

Highest-paid employee band: £80,001 - £90,000 — above the 90th percentile for charities its size (median £60k)
“one employee received emoluments in the range of £80,001 to £90,000” — page 23
Per its FY2024 accounts as filed with the Charity Commission.
Employees paid over £60,000: 2
“During the year, two employees received emoluments (excluding employer pension contributions) in excess of £60,000.” — page 23
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: three months of unrestricted charitable expenditure (held: £11.3m)
“The trustees aim to maintain free reserves at a level which equates to approximately three months of unrestricted charitable expenditure.” — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Payments to trustees: Milo Popperwell received remuneration of £70,862 for services provided to the charity.
“Milo Popperwell received remuneration of £70,862 (2023: £60,000) during the year. Remuneration was provided in relation to services provided to the charity.” — page 23
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by ML Audit LLP.

Year-over-year changes

Comparing this charity’s FY2023 and FY2024 accounts as analysed by this site.

Structured financials (annual return, FY ending 31/12/2022)

Total income
£834k
Total spending
£446k
Cost of raising funds
£193k
Reserves (reported)
£719k
Employees
2

Reported reserves equal ~19.4 months of spending — above the median for charities its size (median 7.0 months; benchmarks).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£491k£589k
31/12/2023£386k£443k
31/12/2022£834k£446k
31/12/2021£11.6m£296k

Common questions

Is THE LIZ AND JACK DANIEL FOUNDATION financially healthy?

The accounts state that the charity holds unrestricted funds of £11,259,941, which significantly exceeds its stated reserves policy target of three months of unrestricted charitable expenditure. The charity reported a net income increase of £399,434 for the year, driven by gains on investment assets, while maintaining a strong cash position and no restricted funds. Its FY2024 accounts were audited by ML Audit LLP.

What does the highest-paid employee of THE LIZ AND JACK DANIEL FOUNDATION earn?

Per its FY2024 accounts, the highest-paid employee was in the £80,001 - £90,000 band, and 2 employees earned over £60,000.

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