Charity Accounts Intelreading the accounts so you don’t have to

THE BLUEBERRY FOUNDATION

Registered charity 1201896 · accounts filings on the Charity Commission register

Latest income
£102k
Latest spending
£121k
Registered
2023
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £1,221,568 at the end of the year, supported by significant donations from the Morris family. The charity reports no material issues affecting its continuation and maintains a reserves policy aimed at covering annual donations and running costs without depleting capital. Investment performance contributed to a net increase in total funds despite charitable expenditure exceeding incoming resources for the period.

What the accounts disclose

Reserves policy: earn sufficient income from its investments to make donations of £50,000 per year and also cover its running costs without depleting its reserves (held: £1.2m)
“The Foundation aims to earn sufficient income from its investments to make donations of £50,000 per year and also cover its running costs without depleting its reserves.” — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Donations of £1,005,100 were received from two of the charity's trustees during the prior period.
“Donations of £1,005,100 were received from two of the charity's trustees during the prior period.” — page 19
“Internal accounting services are provided to the charity free of charge by a personal company of two of the charity's trustees.” — page 19
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Internal accounting services provided free of charge by a personal company of two trustees.
“Donations of £1,005,100 were received from two of the charity's trustees during the prior period.” — page 19
“Internal accounting services are provided to the charity free of charge by a personal company of two of the charity's trustees.” — page 19
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Donations paid to Kingsley School Judo Club and Kingsley School Surf Club where a trustee is a governor.
“Donations of £1,005,100 were received from two of the charity's trustees during the prior period.” — page 19
“Internal accounting services are provided to the charity free of charge by a personal company of two of the charity's trustees.” — page 19
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Donations paid to Westleigh Cricket Club where a trustee is chairman.
“Donations of £1,005,100 were received from two of the charity's trustees during the prior period.” — page 19
“Internal accounting services are provided to the charity free of charge by a personal company of two of the charity's trustees.” — page 19
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Donations paid to Exmoor Calvert Trust where a trustee is a trustee and director.
“Donations of £1,005,100 were received from two of the charity's trustees during the prior period.” — page 19
“Internal accounting services are provided to the charity free of charge by a personal company of two of the charity's trustees.” — page 19
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Structured financials (annual return, FY ending 31/12/2023)

Total income
£1.3m
Total spending
£55k
Cost of raising funds
£34k
Reserves (reported)
£1.2m
Employees
0

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£102k£121k
31/12/2023£1.3m£55k

Common questions

Is THE BLUEBERRY FOUNDATION financially healthy?

The accounts state that unrestricted reserves stood at £1,221,568 at the end of the year, supported by significant donations from the Morris family. The charity reports no material issues affecting its continuation and maintains a reserves policy aimed at covering annual donations and running costs without depleting capital. Investment performance contributed to a net increase in total funds despite charitable expenditure exceeding incoming resources for the period. Its FY2024 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE PRIORY FOUNDATION1£28k

Charities like this

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