THE LIZ AND JACK DANIEL FOUNDATION

Registered charity 1190755 · accounts filings on the Charity Commission register

The object(s) of the CIO are the provision of funding and facilities for the relief of the effects of old age, physical and/or mental illnesses, or disability on individuals and/or their carers, and in tandem therewith the promotion of kindness, respect and support for wildlife and domestic animals and birds for the public benefit.

Causes: Disability · Animals · Grant history (this charity is a funder) · Get email alerts

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.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

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. Discloses 5 of 6 completeness components.

Year-over-year changes

Top pay band moved from £60,000 (FY2023) to £80,001 - £90,000 (FY2024).
Employees paid over £60,000: 0 (FY2023) → 2 (FY2024).

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

Property (HM Land Registry)

15 registered titles in England and Wales held by the charity’s company or corporate body (15 freehold); recorded price paid £2.0m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

Total income

£834k

Total spending

£446k

Cost of raising funds

£193k

Reserves (reported)

£719k

Employees

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

Per its annual return, cost of raising funds: 23.1% of total income — in the top quarter for charities its size (median 2.9%) (benchmarks).

Trustees · trustee networks

Mark Robert Youngchair · trustee of 1 other charity
ANDREW SAGE
Jonathan Roderick Beecher

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
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?

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. 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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with JCD FOUNDATION.

JCD FOUNDATION income £2.1m
THE DODGSON FOUNDATION income £124k
THE GALE FOUNDATION TRUST CIO income £3.2m
MOVEMENT TO WORK income £868k
THE CAIRN TERRIER RELIEF FUND income £260k
FERDINANDO & LUIGI INNOCENTI FOUNDATION income £649k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE LIZ AND JACK DANIEL FOUNDATION	£491k	£80,001 - £90,000	2	unclear	—	no doubt
JCD FOUNDATION FY2024	£2.1m	—	0	unclear	—	no doubt
THE DODGSON FOUNDATION FY2025	£124k	—	0	unclear	—	no doubt
THE GALE FOUNDATION TRUST CIO FY2025	£3.2m	—	0	unclear	—	no doubt
MOVEMENT TO WORK FY2025	£868k	—	0	unclear	—	no doubt
THE CAIRN TERRIER RELIEF FUND FY2025	£260k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.