THE LIZ AND JACK DANIEL FOUNDATION

Charity number: 1190755
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object(s) of the CIO are the provision of funding and facilities for the relief of the effects of old age, physical and/or mental illnesses, or disability on individuals and/or their carers, and in tandem therewith the promotion of kindness, respect and support for wildlife and domestic animals and birds for the public benefit.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £491,073
Total expenditure: £589,365

People

3 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Disability
  • Animals
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 06 August 2020: CIO registration
Organisation type:
CIO
Other names:

No other names

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
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jonathan Roderick Beecher Trustee 23 June 2025
None on record
Mark Robert Young Trustee 24 January 2021
SIDDINGTON VILLAGE HALL
Received: On time
ANDREW SAGE Trustee 06 August 2020
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £11.60m £833.90k £386.31k £491.07k
Total expenditure £296.25k £445.80k £442.66k £589.37k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A
Income - Donations and legacies £11.07m £458.57k N/A N/A
Income - Other trading activities £522.56k £372.64k N/A N/A
Income - Charitable activities £0 £0 N/A N/A
Income - Endowments £0 £0 N/A N/A
Income - Investment £0 £417 N/A N/A
Income - Other £2.44k £2.28k N/A N/A
Income - Legacies £11.07m £458.57k N/A N/A
Expenditure - Charitable activities £131.43k £234.90k N/A N/A
Expenditure - Raising funds £164.82k £192.84k N/A N/A
Expenditure - Governance £49.13k £79.70k N/A N/A
Expenditure - Grants institution £10.14k £59.60k N/A N/A
Expenditure - Investment management £0 £0 N/A N/A
Expenditure - Other £0 £18.07k N/A N/A

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 December 2024 28 October 2025 On time
Accounts and TAR 31 December 2024 28 October 2025 On time Download Open in new window
Annual return 31 December 2023 24 October 2024 On time
Accounts and TAR 31 December 2023 24 October 2024 On time Download Open in new window
Annual return 31 December 2022 31 October 2023 On time
Accounts and TAR 31 December 2022 31 October 2023 On time Download Open in new window
Annual return 31 December 2021 08 September 2023 312 days late
Accounts and TAR 31 December 2021

(These accounts
have been qualified)

08 September 2023 312 days late 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.

CIO - FOUNDATION Registered 06 Aug 2020

Charitable objects

FOR THE PUBLIC BENEFIT THE RELIEF OF THOSE IN NEED DUE TO AGE, ILL HEATH, DISABILITY AND THEIR CARERS BY THE PROVISION OF A RETREAT CENTRE TO REST AND RECUPERATE. TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME, BY PROVIDING GRANTS TO REGISTERED CHARITIES AND OTHER ORGANISATIONS AND INDIVIDUALS.

Contact information

Address:
16 CLEVELAND WALK
BATH
BA2 6JU
Phone:
07562343064
Email:
THELIZANDJACKDANIELFOUNDATION@GMAIL.COM
Website:

No information available