THE BETH JOHNSON ENDOWMENT

Registered charity 271526 · accounts filings on the Charity Commission register · also known as THE BETH JOHNSON FOUNDATION

Endowment fund grant giving to associated charity Beth Johnson Foundation

Objects

TO SUPPORT THE CHARITABLE ACTIVITIES AND OBJECTS OF THE BETH JOHNSON FOUNDATION (CHARITY NUMBER 1122401) AND GENERALLY AND OTHER CHARITABLE PURPOSES.

Area of benefit: UNITED KINGDOM

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Stafford, West Midlands, England (from the postcode on the register)

Latest income

£136k

Latest spending

£52k

Registered

1973

Accounts read

FY2025

Financial health, per its FY2025 accounts

The charity holds unrestricted reserves of £179,279, which significantly exceed its stated policy target of 12 months' support costs (£28,116). The endowment funds have grown to £7.03m, supported by investment gains of £644,949 and investment income of £134,187. No grants were paid in the current year, resulting in a net increase in funds.

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

What the accounts disclose

Largest income source: Investment income (98% of income)

“Total investment income for the period amounted to £134,187 (2024: £100,198).”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: 12 months' support costs (reserves figure: £179k)

“The reserves policy is that the unrestricted income reserves of the charity should represent 12 months’ support costs.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Investment management fees paid to SORBUS Partners LLP, where a trustee is senior partner.

“MW Thowless-Reeves, a trustee of the Endowment, is the senior partner and designated member of SORBUS Partners LLP. who act as investment managers to the Endowment. During the year the Endowment was charged £24,299 (2024: £22,373) for investment manager fees for managing the investment portfolio on behalf of the Endowment.” — page 19

“MW Thowless-Reeves, is also a director of SORBUS.org Ltd, who provide professional services to the Endowment. During the year, the Endowment was charged £17,392 (2024: £19,995) by SORBUS.org Ltd for charity administration, banking and accounting, and grant prospecting services.” — page 19

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Professional services fees paid to SORBUS.org Ltd, a company where a trustee is a director.

“MW Thowless-Reeves, a trustee of the Endowment, is the senior partner and designated member of SORBUS Partners LLP. who act as investment managers to the Endowment. During the year the Endowment was charged £24,299 (2024: £22,373) for investment manager fees for managing the investment portfolio on behalf of the Endowment.” — page 19

“MW Thowless-Reeves, is also a director of SORBUS.org Ltd, who provide professional services to the Endowment. During the year, the Endowment was charged £17,392 (2024: £19,995) by SORBUS.org Ltd for charity administration, banking and accounting, and grant prospecting services.” — page 19

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Farmland held by The Beth Johnson Endowment Limited, a company where trustees are directors, until sale.

“MW Thowless-Reeves, a trustee of the Endowment, is the senior partner and designated member of SORBUS Partners LLP. who act as investment managers to the Endowment. During the year the Endowment was charged £24,299 (2024: £22,373) for investment manager fees for managing the investment portfolio on behalf of the Endowment.” — page 19

“MW Thowless-Reeves, is also a director of SORBUS.org Ltd, who provide professional services to the Endowment. During the year, the Endowment was charged £17,392 (2024: £19,995) by SORBUS.org Ltd for charity administration, banking and accounting, and grant prospecting services.” — 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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

Government income: £672 — grants £672 (1); under 1% of the £136,340 total gross income on the same return
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

Government income: £1,401 — grants £1,401 (1); 1% of the £100,263 total gross income on the same return
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

Government income: £1,821 — grants £1,821 (1); 2% of the £73,867 total gross income on the same return
Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

JONATHAN PAUL MOULTON · trustee of 2 other charities
Max William Thowless-Reeves
Richard Edwin Poole · trustee of 1 other charity

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

Operates in: Staffordshire

Income and spending

Financial year end	Income	Spending
31/12/2025	£136k	£52k
31/12/2024	£100k	£148k
31/12/2023	£74k	£76k
31/12/2022	£79k	£151k
31/12/2021	£101k	£72k

Common questions

Is THE BETH JOHNSON ENDOWMENT financially healthy?

Per its FY2025 accounts: The charity holds unrestricted reserves of £179,279, which significantly exceed its stated policy target of 12 months' support costs (£28,116). The endowment funds have grown to £7.03m, supported by investment gains of £644,949 and investment income of £134,187. No grants were paid in the current year, resulting in a net increase in funds. Its FY2025 accounts were independently examined.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

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

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.

Funder	Similar charities funded	Amount to them
THE KENNEL CLUB CHARITABLE TRUST	1	£1k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with The Johnson Family Charitable Trust.

The Johnson Family Charitable Trust income £199k
EDWIN JOHN THOMPSON MEMORIAL FUND income £34k
WOODROFFE BENTON FOUNDATION income £263k
THE BETH JOHNSON FOUNDATION income £284k
SETHINGTON LTD income £50k
THE A W LYMN CENTENARY FOUNDATION income £29k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE BETH JOHNSON ENDOWMENT	£136k	—	0	unclear	—	no doubt
The Johnson Family Charitable Trust FY2025	£199k	—	0	above	—	no doubt
EDWIN JOHN THOMPSON MEMORIAL FUND FY2025	£34k	—	0	unclear	—	no doubt
WOODROFFE BENTON FOUNDATION FY2025	£263k	—	0	unclear	—	no doubt
THE BETH JOHNSON FOUNDATION FY2025	£284k	—	0	unclear	—	no doubt
SETHINGTON LTD FY2025	£50k	—	0	unclear	—	no doubt

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