THE BETH JOHNSON ENDOWMENT
Endowment fund grant giving to associated charity Beth Johnson Foundation
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves of £74,410 exceed the stated policy target of £50,132, representing six months of investment income. The charity reported a net loss on operating activities of £47,930, which was offset by significant investment gains of £885,689, resulting in a net increase in total funds. The endowment fund balance grew to £6.40m, supported by external investment management and a clear reserves policy.
What the accounts disclose
“The reserves policy is that the income reserves of the Endowment should represent six months investment income. At the year end this would require a minimum income reserve of £50,132” — page 5
“The Trustees are also the directors of The Beth Johnson Endowment Limited, a nominee company for the Trustees of the Endowment. The legal title of the land and investments owned by the Endowment is vested in The Beth Johnson Endowment Limited as bare trustee for the Endowment.” — page 19
“The Trustees are also the directors of The Beth Johnson Endowment Limited, a nominee company for the Trustees of the Endowment. The legal title of the land and investments owned by the Endowment is vested in The Beth Johnson Endowment Limited as bare trustee for the Endowment.” — page 19
Trustees
- JONATHAN PAUL MOULTON
- Max William Thowless-Reeves
- Richard Edwin Poole
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £100k | £148k |
| 31/12/2023 | £74k | £76k |
| 31/12/2022 | £79k | £151k |
| 31/12/2021 | £101k | £72k |
| 31/12/2020 | £92k | £112k |
Common questions
Is THE BETH JOHNSON ENDOWMENT financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted reserves of £74,410 exceed the stated policy target of £50,132, representing six months of investment income. The charity reported a net loss on operating activities of £47,930, which was offset by significant investment gains of £885,689, resulting in a net increase in total funds. The endowment fund balance grew to £6.40m, supported by external investment management and a clear reserves policy. Its FY2024 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 13/12/2006 | £90k | The Centre for Intergenerational Practice |
| The National Lottery Community Fund | 31/03/2006 | £5k | Active in memory reminiscence project |
Charities like this
- THE JOHNSON FOUNDATION
- THE DAVID AND RUTH BEHREND FUND
- THE BROWNSWORD CHARITABLE FOUNDATION
- SANTANDER UK FOUNDATION LIMITED
- The Johnson Family Charitable Trust
- BETH JACOB TEACHERS' SEMINARY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BETH JOHNSON ENDOWMENT | £100k | — | 0 | above | — | no doubt |
| THE JOHNSON FOUNDATION | £366k | — | 0 | unclear | — | no doubt |
| THE DAVID AND RUTH BEHREND FUND | £175k | — | 0 | unclear | — | no doubt |
| THE BROWNSWORD CHARITABLE FOUNDATION | £408k | — | 0 | unclear | — | no doubt |
| SANTANDER UK FOUNDATION LIMITED | £825k | — | 0 | unclear | 0.0% | no doubt |
| The Johnson Family Charitable Trust | £199k | — | 0 | above | — | no doubt |