THE JOHN BLACK CHARITABLE FOUNDATION

Charity number: 1143431
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objects for which the charity was established are the advancement of health and the relief of sickness in particular prostate cancer and Parkinson's disease and the furtherance of such other charitable purposes as the trustees in their absolute discretion from time to time think fit.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£4,097,540

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £4.09m
Other £5.63k

Total expenditure:
£4,855,997

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Raising funds £0
Charitable activities £4.86m
Other £0

£1,876,658 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £0
Charitable expenditure £4.86m

People

3 Employee(s)

2 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Other Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 18 August 2011: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
07734413 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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 policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DAVID ALAN TAGLIGHT Chair 18 August 2011
THE JOHN BLACK CHARITABLE TRUST
Received: On time
STEPHEN STUART CONWAY Trustee 18 August 2011
THE JOHN BLACK CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £4.94m £4.89m £4.05m £4.22m £4.10m
Total expenditure £4.13m £4.85m £4.15m £5.62m £4.86m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £1.68m £1.43m £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.26m £3.46m £4.05m £4.22m £4.09m
Income - Other £0 £0 £0 £0 £5.63k
Income - Legacies £1.68m £1.43m £0 £0 £0
Expenditure - Charitable activities £4.13m £4.24m £4.15m £5.62m £4.86m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £40.62k £47.74k £50.15k £52.14k £54.77k
Expenditure - Grants institution £3.50m £3.62m £4.09m £4.94m £4.16m
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £612.52k £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets £0 £0 £0 £0 £0
Long-term investments £52.15m £55.47m £66.47m £77.72m £79.54m
Other assets £36.31m £33.60m £17.40m £7.37m £7.07m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £5.11m £5.52m £6.01m £7.79m £8.19m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 09 January 2026 On time
Accounts and TAR 31 March 2025 09 January 2026 On time Download Open in new window
Annual return 31 March 2024 10 January 2025 On time
Accounts and TAR 31 March 2024 10 January 2025 On time Download Open in new window
Annual return 31 March 2023 22 January 2024 On time
Accounts and TAR 31 March 2023 22 January 2024 On time Download Open in new window
Annual return 31 March 2022 09 January 2023 On time
Accounts and TAR 31 March 2022 09 January 2023 On time Download Open in new window
Annual return 31 March 2021 19 January 2022 On time
Accounts and TAR 31 March 2021 19 January 2022 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 09/08/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/12/2014

Charitable objects

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED (THE "OBJECTS") ARE: 1 THE ADVANCEMENT OF HEALTH AND THE RELIEF OF SICKNESS IN ISRAEL AND THE UNITED KINGDOM, AND SUCH OTHER COUNTRIES AS THE TRUSTEES THINK FIT, BY SUCH MEANS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT, INCLUDING, IN PARTICULAR, IN RELATION TO: (A) PROSTATE CANCER; AND (B) PARKINSON'S DISEASE; AND 2 THE FURTHERANCE OF SUCH OTHER CHARITABLE PURPOSES (AS DEFINED IN THE ARTICLES) AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Contact information

Address:
24 OLD BURLINGTON STREET
LONDON
W1S 3AW
Phone:
02077340424
Email:
No information available
Website:

No information available