THE BERTIE BLACK FOUNDATION

Registered charity 245207 · accounts filings on the Charity Commission register

The Charity continues to provide financial support to the needy organisations advancing Education, Religion and Medical Assistance within the community.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income
£150k
Latest spending
£146k
Registered
1965
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net movement in funds of negative £259,138, primarily driven by a £263,042 loss on investment revaluations, resulting in total unrestricted funds of £4,789,561. Despite this loss, the trustees confirm the charity has a healthy net asset position and minimal fixed costs, concluding that it can continue its activities for at least twelve months.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investments (99% of income)
“Investments 3 149,312 149,312 148,312” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: three months of operational costs (held: £4.8m)
“The trustees have a reserves policy whereby cash is kept at a level which will enable three months of operational costs to be met.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Administrative overheads provided at Nil cost by Yelverton Properties Limited, an associate company of the Trustees. These services are valued at £1,000 and included in donations and costs of raising funds.
“Administrative overheads are provided at Nil cost by Yelverton Properties Limited, an associate company of the Trustees. These services are valued at £1,000 (2024: £1,000) and included in donations (note 2) and costs of raising funds.” — page 19
“During the year, the charity had paid £1,440 of expenses to Yelverton Properties Limited (2024: £7,200)” — page 19
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The charity paid £1,440 of expenses to Yelverton Properties Limited.
“Administrative overheads are provided at Nil cost by Yelverton Properties Limited, an associate company of the Trustees. These services are valued at £1,000 (2024: £1,000) and included in donations (note 2) and costs of raising funds.” — page 19
“During the year, the charity had paid £1,440 of expenses to Yelverton Properties Limited (2024: £7,200)” — page 19
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Israel · Throughout London

Income and spending

Financial year endIncomeSpending
05/04/2025£150k£146k
05/04/2024£149k£129k
05/04/2023£125k£110k
05/04/2022£112k£112k
05/04/2021£108k£110k

Common questions

Is THE BERTIE BLACK FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net movement in funds of negative £259,138, primarily driven by a £263,042 loss on investment revaluations, resulting in total unrestricted funds of £4,789,561. Despite this loss, the trustees confirm the charity has a healthy net asset position and minimal fixed costs, concluding that it can continue its activities for at least twelve months. Its FY2025 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
ASSOCIATION OF NHS CHARITIES1£154k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE BERTIE BLACK FOUNDATION£150k—0unclear—no doubt
THE BLAKEY FOUNDATION FY2025£271k—0unclear—no doubt
THE BLACK-E FY2025£287k—0unclear—no doubt
Black Country Healthcare Charity Fund FY2025£230k—0unclear—no doubt
THE LANCASHIRE FOUNDATION FY2024£956k—0above—no doubt
THE BERSAM TRUST FY2025£234k—0unclear—no doubt

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