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

THE BERTIE BLACK FOUNDATION

Registered charity 245207 · accounts filings on the Charity Commission register

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.

What the accounts disclose

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).

Trustees

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?

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
THE GRAND CHARITY1£6.6m
NORTHUMBERLAND MASONIC CHARITY ASSOCIATION1£275k
Leicestershire and Rutland Freemasons' Charity (LRFC)1£187k
THE WARWICKSHIRE MASONIC CHARITABLE ASSOCIATION LIMITED1£40k
ATTEND1£10k

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