ONWARDS & UPWARDS
Our mission is to free ex-offenders from the cycle of reoffending by creating jobs that change lives for good. We are creating a suite of companies in which to employ ex-offenders, bringing employment rates up & re-offending rates down. By creating best-in-class products and services and shining a light on our staff, we will also help shift business attitudes towards employing ex-offenders.
Objects
THE OBJECT OF THE CIO IS TO PROMOTE THE REHABILITATION OF OFFENDERS FOR THE PUBLIC BENEFIT, BY PROVIDING TRAINING IN USEFUL SKILLS, EMPLOYMENT, MENTORING, GUIDANCE AND REHABILITATION, SO AS TO PREPARE OFFENDERS FOR SUSTAINABLE EMPLOYMENT AND TO HELP THEM TO RE-INTEGRATE INTO THE COMMUNITY."OFFENDERS" INCLUDES EX-OFFENDERS AND THOSE AT RISK OF OFFENDING.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus of £145,865 for the year ended 31 May 2025, with total income of £1,212,487 against total expenditure of £1,066,622. Per the trustees' report, free reserves stood at £260,151, which is above the stated policy target of holding between 3 and 6 months of operating expenditure.
What the accounts disclose
“In the band £80,001 - £90,000” — page 26
“Our policy is to aim to hold between 3 and 6 months of operating expenditure in reserve.” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/05/2025
- Volunteers: 32
- Employees paid over £60,000: 1 (£80,001–£90,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/05/2024
- Volunteers: 12
- Employees paid over £60,000: 1 (£90,001–£100,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/05/2023
- Volunteers: 3
- Employees paid over £60,000: 2 (£60,001–£70,000: 2)
- Has a trading subsidiary
Corporate structure
- Trading subsidiary: XO BIKES LIMITED Companies House 13913618
- {"description": "The company holds a loan from its parent charity, Onwards & Upwards, with an outstanding balance of £21,256 (including £2,338 accrued interest at 12.35%). Additionally, amounts due to be reimbursed to the charity total £32,128, included in other creditors.", "quote": "The amount outstanding on the loan with Onwards & Upwards at the balance sheet date was £21,256 after accruing interest of £2,338 during the year at a rate of 12.35%. Amounts due to be reimbursed to the charity at the balance sheet date were £32,128"}
Leadership, per the charity’s website
- Ian Priest — CEO
- Will Evans — Managing Director
- Maria Harcourt — Operations Director
- Sir John Sunderland — Trustee
- Judy Khan — Trustee
- Jonathan Sellors — Trustee
- Zenna Hopson — Trustee
Structured financials (annual return, FY ending 31/05/2025)
Trustees
- CHRISTOPHER ALAN MOORE
- Jonathan Sellors
- Judge Judith Khan
- Sir John Michael Sunderland
- Zenna Atkins
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/05/2025 | £1.2m | £1.1m |
| 31/05/2024 | £624k | £418k |
| 31/05/2023 | £252k | £237k |
| 31/05/2022 | £139k | £87k |
Common questions
Is ONWARDS & UPWARDS financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus of £145,865 for the year ended 31 May 2025, with total income of £1,212,487 against total expenditure of £1,066,622. Per the trustees' report, free reserves stood at £260,151, which is above the stated policy target of holding between 3 and 6 months of operating expenditure. Its FY2025 accounts were audited by TC Group.
What does the highest-paid employee of ONWARDS & UPWARDS earn?
Per its FY2025 accounts, the highest-paid employee was in the £80,001 - £90,000 band.
Who funds ONWARDS & UPWARDS?
Funders whose own accounts filings name ONWARDS & UPWARDS as a grant recipient include IGY FOUNDATION, DRAPERS CHARITABLE FUND, THE WILLIAM WATES MEMORIAL TRUST, THE FORRESTER FAMILY TRUST, THE WEAVERS' COMPANY BENEVOLENT FUND.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| IGY FOUNDATION | FY2025 | £323k | |
| IGY FOUNDATION | FY2023 | £200k | |
| DRAPERS CHARITABLE FUND | FY2025 | £75k | Social enterprise XO Bikes training ex-offenders |
| THE WILLIAM WATES MEMORIAL TRUST | FY2025 | Unverified read£50k | |
| THE WILLIAM WATES MEMORIAL TRUST | FY2024 | £50k | |
| THE FORRESTER FAMILY TRUST | FY2026 | £40k | Theme of the Year |
| DRAPERS CHARITABLE FUND | FY2024 | £25k | Second of three annual grants for XO Bikes |
| THE WILLIAM WATES MEMORIAL TRUST | FY2023 | £20k | |
| THE WEAVERS' COMPANY BENEVOLENT FUND | FY2023 | £13k | Support for new project - XO Bikes providing training for 12 ex-offenders |
| THE W A HANDLEY CHARITY TRUST | FY2024 | £10k | |
| WATES FOUNDATION LIMITED | FY2024 | £10k | Grant to Onwards & Upwards |
| THE WOODWARD CHARITABLE TRUST | FY2023 | £1k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 06/06/2024 | £20k | Community That Cares |
| The National Lottery Community Fund | 06/04/2023 | £10k | Onwards to Community Engagement |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BLAGRAVE TRUST | 1 | £280k |
| DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST | 1 | £255k |
| THE TOLKIEN TRUST | 1 | £220k |
| John Lewis Partnership Foundation | 1 | £181k |
| AKO FOUNDATION | 1 | £175k |
| THE HEADLEY TRUST | 1 | £120k |
| JOHN ELLERMAN FOUNDATION | 1 | £90k |
| THE SEGELMAN TRUST | 1 | £80k |
Charities like this
- RISEUP
- THE WELCOME DIRECTORY
- THE OPENWORK FOUNDATION
- BECOME CHARITY
- FOR CHILDREN & YOUNG PEOPLE
- GUILD CARE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ONWARDS & UPWARDS | £1.2m | £80,001 - £90,000 | — | above | — | no doubt |
| RISEUP | £38k | — | 0 | above | — | no doubt |
| THE WELCOME DIRECTORY | £69k | — | 0 | unclear | — | noted |
| THE OPENWORK FOUNDATION | £1.2m | — | 0 | unclear | — | no doubt |
| BECOME CHARITY | £2.0m | — | — | unclear | — | no doubt |
| FOR CHILDREN & YOUNG PEOPLE | £1.5m | — | 0 | unclear | 1.0% | no doubt |