THE BERTIE BLACK FOUNDATION
The Charity continues to provide financial support to the needy organisations advancing Education, Religion and Medical Assistance within the community.
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.
What the accounts disclose
“Investments 3 149,312 149,312 148,312” — page 8
“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
“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
“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
Trustees
- HARRY SINCLAIR BLACKchair
- CAROLYN BLACK
- ISABELLE RACHEL SEDDON
- IVOR HENRY SEDDON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 1 | £154k |
Charities like this
- THE BLAKEY FOUNDATION
- THE BLACK-E
- Black Country Healthcare Charity Fund
- THE LANCASHIRE FOUNDATION
- THE BERSAM TRUST
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BLACKHEATH
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BERTIE BLACK FOUNDATION | £150k | — | 0 | unclear | — | no doubt |
| THE BLAKEY FOUNDATION | £271k | — | 0 | unclear | — | no doubt |
| THE BLACK-E | £287k | — | 0 | unclear | — | no doubt |
| Black Country Healthcare Charity Fund | £230k | — | 0 | unclear | — | no doubt |
| THE LANCASHIRE FOUNDATION | £956k | — | 0 | above | — | no doubt |
| THE BERSAM TRUST | £234k | — | 0 | unclear | — | no doubt |