THE VARRIER-JONES FOUNDATION
The charity's objective is to provide financial support for the work of the Papworth Trust, whose mission is for disabled people to have equality, choice and independence. The charity meets this commitment through the development and investment of its assets.The charity also makes financial contributions towards the work of other charities providing services for people with disabilities.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net movement in funds surplus of £226,983 for the year ended 31 March 2025, following an operating deficit of £429,637 before investment gains. Total unrestricted reserves stood at £59,018,264, with the Income Fund designated at £1,654,778, which the trustees note is slightly above their policy target of 6 to 12 months of charitable expenditure. The charity maintains a total return investment strategy to preserve capital value while generating sufficient returns to fund its charitable grants.
What the accounts disclose
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "above" (FY2025).
Corporate structure
- Registered company of the charity Companies House 03377965
Company officers (Companies House)
- SHERRATT, Lesley Rowena, Dr on trustee list
- BALDASARE, Carli Maree on trustee list
- CROUCH, Stuart on trustee list
- LYNCH, Alan Kevin on trustee list
- BROWNE, Daniel Harry Rate on trustee list
- LOWTHER, Deborah on trustee list
- BEACH, Steven William on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Alan Kevin Lynch
- Carli Maree Baldasare
- Daniel Browne
- Deborah Lowther
- Dr Lesley Rowena Sherratt
- Steven Beach
- Stuart Crouch
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.2m | £2.6m |
| 31/03/2024 | £2.3m | £2.9m |
| 31/03/2023 | £2.0m | £2.0m |
| 31/03/2022 | £1.6m | £2.5m |
| 31/03/2021 | £2.1m | £2.3m |
Common questions
Is THE VARRIER-JONES FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net movement in funds surplus of £226,983 for the year ended 31 March 2025, following an operating deficit of £429,637 before investment gains. Total unrestricted reserves stood at £59,018,264, with the Income Fund designated at £1,654,778, which the trustees note is slightly above their policy target of 6 to 12 months of charitable expenditure. The charity maintains a total return investment strategy to preserve capital value while generating sufficient returns to fund its charitable grants. Its FY2025 accounts were audited by UHY Hacker Young LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MOTIVATION CHARITABLE TRUST | 1 | £81k |
| John Lewis Partnership Foundation | 1 | £46k |
| HALLMARK CARE HOMES FOUNDATION | 1 | £36k |
| ONE FOOTSTEP | 1 | £20k |
| DUDLEY AND GEOFFREY COX CHARITABLE TRUST | 1 | £15k |
| TRUE COLOURS THEATRE | 1 | £5k |
| UBS UK Donor-Advised Foundation | 1 | £5k |
| DOUGLAS COMPTON JAMES CHARITABLE TRUST | 1 | £4k |
Charities like this
- THE PAPWORTH TRUST
- STRODE PARK FOUNDATION FOR PEOPLE WITH DISABILITIES
- THE PAVIORS' CHARITY
- CARETECH CHARITABLE FOUNDATION
- ISSA FOUNDATION
- PADWA CHARITABLE FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE VARRIER-JONES FOUNDATION | £2.2m | — | 0 | above | — | no doubt |
| THE PAPWORTH TRUST | £14.5m | £126,199 | 6 | above | — | no doubt |
| STRODE PARK FOUNDATION FOR PEOPLE WITH DISABILITIES | £13.0m | — | — | unclear | 45.0% | no doubt |
| THE PAVIORS' CHARITY | £193k | — | 0 | unclear | — | no doubt |
| CARETECH CHARITABLE FOUNDATION | £1.1m | — | 0 | above | — | no doubt |
| ISSA FOUNDATION | £9.9m | — | 0 | above | — | no doubt |