THE VARRIER-JONES FOUNDATION
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
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?
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 |
|---|---|---|
| ONE FOOTSTEP | 1 | — |
| THE MOTIVATION CHARITABLE TRUST | 1 | £81k |
| HALLMARK CARE HOMES FOUNDATION | 1 | £26k |
| THE CHRISTOPHER LAING FOUNDATION | 1 | £3k |