THE JOSEPH AND LILIAN SULLY FOUNDATION

Registered charity 1014823 · accounts filings on the Charity Commission register · also known as THE JOSEPH SULLY FOUNDATION

-The relief of suffering, distress, disease and poverty among children and the provision of education assistance for children, their families and their communities.-The conservation and other activities for the preservation of Epping Forest as a public amenity-Other general charitable purposes

Objects

1. THE RELIEF OF SUFFERING DISTRESS DISEASE AND POVERTY AMONG CHILDREN AND THE PROVISION OF EDUCATION AND ASSISTANCE FOR CHILDREN THEIR FAMILIES AND THEIR COMMUNITIES SO FAR AS CHARITABLE. 2. THE CONSERVATION OF AND ALL OTHER ACTIVITIES SO FAR AS CHARITABLE FOR PRESERVATION OF EPPING FOREST AS A PUBLIC AMENITY AND SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR OTHER CHARITABLE OBJECT OR OBJECTS OR OTHER CHARITABLE PURPOSE OR PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION SHALL THINK TO SUPPORT OR ESTABLISH.

Area of benefit: NATIONAL AND OVERSEAS

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 · Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Registered contact address: St Albans, East of England, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity generated net income of £433,175 and awarded grants totaling £649,579 during the year. Per the trustees' report, the charity holds expendable endowment funds of £15,816,799, which are intended to sustain investment income sufficient to cover donations and administration costs. The trustees and auditors confirm the charity has adequate resources to continue as a going concern.

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

What the accounts disclose

Accounts audited by Moore Kingston Smith LLP. Discloses 3 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
• Trustee conflicts of interest 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.

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

Corporate structure

• Trading subsidiary: JOSEPH SULLY HOLDINGS LIMITED Companies House 01276376

Structured financials (annual return, FY ending 31/03/2024)

Reported reserves equal ~217.6 months of spending — in the top quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 17.0% of total income — in the top quarter for charities its size (median 3.2%) (benchmarks).

Trustees · trustee networks

• ALASTAIR COLLETT LLB · trustee of 7 other charities
• Dionne Dixon
• JOHN MORTIMER
• MR P J TIMMS
• Stella Murphy

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE FAMILY FOUNDATION.

• THE FAMILY FOUNDATION income £86k
• THE STERLING CHARITY income £253k
• EPPING FOREST COMMUNITY CHURCH TRUST income £157k
• EPPING FOREST income £12.4m
• THE EDGAR E LAWLEY FOUNDATION income £184k
• THE LEONARD AND SUZANNE PHILLIPS FOUNDATION income £727k

Side by side with its peers

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