The Liz and Jack Daniel Foundation

Quick Stats

• Charity Number: 1190755
• Annual Income: £386,313 (year ending 31 December 2023)
• Annual Expenditure: £442,662 (year ending 31 December 2023)
• Registration Date: 6 August 2020
• Grant Range: Not publicly specified
• Geographic Focus: England and Wales, with strong Bath focus
• Decision Time: Not publicly available
• Success Rate: Not publicly available

Contact Details

Address: 16 Cleveland Walk, Bath, BA2 6JU

Phone: 07562343064

Email: THELIZANDJACKDANIELFOUNDATION@GMAIL.COM

Website: None identified

Overview

The Liz and Jack Daniel Foundation is a Charitable Incorporated Organisation established in 2020 to continue the charitable legacy of Liz Daniel, a Bath landlady who dedicated her later life and income to supporting the Royal United Hospital (RUH) Bath. Founded in Liz's final year after her husband Jack had passed away, the foundation manages a property portfolio and uses net profits for charitable purposes. With annual income exceeding £386,000, the foundation has two primary objectives: providing relief for those in need due to age, ill-health, disability and their carers through a retreat centre for rest and recuperation; and making grants to registered charities, other organisations, and individuals. In their first year of operation, they fully funded a project providing over £100,000 for three years supporting end-of-life care at RUH Bath, demonstrating their commitment to healthcare and palliative care causes in the Bath area.

Funding Priorities

Grant Programs

The foundation does not operate formal grant programmes or published funding streams. Known grants include:

• Compassionate Companions Service Grant: Over £100,000 (three-year funding) - Supporting end-of-life care at Royal United Hospitals Bath

Priority Areas

Based on their charitable objects and documented activities:

• Healthcare and Hospitals: Particularly the Royal United Hospital Bath
• End-of-Life Care: Palliative care services and compassionate support for dying patients
• Elderly People: Relief of those in need due to age
• Disabled People: Support for individuals with physical and/or mental illness or disability
• Carers: Supporting those who care for elderly or disabled individuals
• Animal Welfare: Supporting wildlife and domestic animals (listed as an activity area)
• Facilities and Spaces: Providing buildings, facilities, and open spaces
• Retreat Services: Plans for a retreat centre for rest and recuperation

What They Don't Fund

No explicit exclusions are published. However, the foundation appears focused on:

• Bath and surrounding areas (though registered for England and Wales)
• Healthcare, elderly care, and disability support
• Causes connected to Liz Daniel's legacy and interests

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Governance and Leadership

Trustees

The foundation is governed by trustees, including Milo Popperwell who has been publicly identified in news articles. No trustees receive remuneration, payments, or benefits from the charity.

Key Quote

Milo Popperwell, Trustee: “We were delighted to be able to fully fund such an important project in our first year as a Trust” (referring to the Compassionate Companions Service). “We hope to offer reassurance to patients and their loved ones that there will be a compassionate companion there to hold their hand.”

How to Apply to The Liz And Jack Daniel Foundation

How to Apply

This funder does not have a public application process.

The Liz and Jack Daniel Foundation does not operate an open grants programme, maintain a website, or publish application guidelines. There is no evidence of a formal application portal or published criteria for funding.

The foundation appears to identify and fund projects through:

• Direct relationships with local organisations, particularly in Bath
• Trustee knowledge and connections to the Royal United Hospital Bath
• Proactive identification of causes aligned with Liz Daniel's legacy
• Possible invitation-only or relationship-based grant-making

Organisations wishing to be considered for funding may contact the foundation directly via email (THELIZANDJACKDANIELFOUNDATION@GMAIL.COM) or phone (07562343064), though there is no guarantee of response or consideration.

Decision Timeline

Not publicly available. The foundation funded the Compassionate Companions Service “in their first year as a Trust” (2021-2022), suggesting they can move relatively quickly on projects that align with their mission.

Success Rates

Not publicly available. As the foundation does not accept open applications, success rates cannot be determined.

Reapplication Policy

Not applicable - no public application process exists.

Application Success Factors

Given the lack of a public application process, organisations seeking to interest The Liz and Jack Daniel Foundation should consider:

Alignment with Liz Daniel's Legacy

• The foundation exists to continue Liz Daniel's charitable work, which focused on supporting the Royal United Hospital Bath
• Liz was a landlady who “used much of her income to buy needed equipment for the hospital”
• Projects connected to healthcare, particularly at RUH Bath, appear to be of primary interest

Focus Areas Based on Documented Activity

• End-of-life care and palliative care services
• Support for patients, elderly people, disabled individuals, and their carers
• Hospital equipment and patient services
• Projects that provide direct comfort and support to vulnerable individuals

Geographic Connection

• Strong Bath and RUH Bath focus based on the foundation's history
• Though registered for England and Wales, documented grants are Bath-centric
• Connection to Liz Daniel's property portfolio and local community

Partnership Approach

• The funded Compassionate Companions Service is a partnership between RUHX, RUH's Palliative Care Team, and Dorothy House Hospice Care
• Multi-organisational collaboration may be valued

Scale of Funding

• The foundation provided over £100,000 for a three-year project in their first year
• This suggests capacity for substantial, multi-year commitments
• With annual income exceeding £386,000, they have significant grant-making capacity

Retreat Centre Plans

• The foundation had plans to develop affordable accommodation for RUH key workers at a Newbridge site, though construction costs proved unfeasible
• The charity's charitable objects include provision of a retreat centre for rest and recuperation
• Projects aligned with this objective may be of interest

Key Takeaways for Grant Writers

• No public application process exists - this is a relationship-based, invitation-only, or proactively-identified grantmaker
• Strong Bath focus, particularly supporting the Royal United Hospital Bath and end-of-life care
• Honours Liz Daniel's legacy - the foundation continues her work of supporting vulnerable people, particularly hospital patients
• Significant funding capacity - over £100,000 grants are possible, with annual income exceeding £386,000
• Healthcare and palliative care priority - documented grant supports compassionate end-of-life care
• Multi-year commitments possible - the Compassionate Companions Service received three years of funding
• Dual mission - both grants and plans for a retreat centre for rest and recuperation
• Contact information is available via Charity Commission, but direct approach may be speculative

Similar Funders

These funders have a similar focus and geographic reach:

• The Sunny Skies Foundation
• The Woosnam Foundation
• Hallmark Care Homes Foundation
• The Inman Charity
• The Patrick Rowland Foundation
• The Kathleen Smith Foundation
• The February Foundation
• C A Redfern Charitable Foundation
• The Warwickshire Masonic Charitable Association Limited
• The Graham Kirkham Foundation

References

• UK Charity Commission Register - The Liz and Jack Daniel Foundation (Charity Number 1190755). Available at: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/1190755

• RUHX (2022). “RUHX celebrates over £100k funding for End of Life Patients”. Available at: https://ruhx.org.uk/news/ruhx-celebrates-over-100k-funding-for-end-of-life-patients/

• Bath Echo (2022). “Charity plans to turn Newbridge garage block into headquarters”. Available at: https://www.bathecho.co.uk/news/community/charity-newbridge-garage-block-headquarters-107627/

• Royal United Hospitals Bath NHS Foundation Trust (2019). “Compassionate Companions for End of Life Care”. Available at: https://www.ruh.nhs.uk/media/media_releases/2019_05_15_Compassionate_Companions_for_End_of_Life_Care.asp