THE ROLY AND JUNE TONGE FOUNDATION
THE Trustees shall hold the capital and income of the Charitable Trust Fund upon trust to apply the income and all or such part or parts of the capital for or towards such charitable purposes and to make donations to such charitable institution or institutions at such time or times and in such manner as the Trustees may in their absolute discretion think fit.
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE CHARITABLE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY ONE (21) YEARS FROM THE DATE OF MY DEATH INSTEAD OF APPLYING THE INCOME IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY INVESTMENT AUTHORISED BY MY WILL OR BY LAW AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME ARISING IN THE THEN CURRENT YEAR.
Financial health, per its FY2024 accounts
The charity holds unrestricted reserves of £3,836,727, which the trustees consider sufficient to support its objectives for the foreseeable future. The accounts state that no material uncertainties exist regarding the charity's ability to continue as a going concern. The charity does not carry out significant fundraising activities and relies on investment income and legacies.
What the accounts disclose
“Donations and legacies 2 - - - 3,812,500” — page 9
“Of the trustees one is a current partner, and the other a former partner and ongoing consultant to Pickering & Butters LLP, a related party that provides professional services to the charity. During the year, professional fees of £4,134 were accrued for services provided by Pickering & Butters LLP (17 July 2023: £Nil), all of which were provided at market rates determined to be on an arm's length basis. As at the year-end, £4,134 was owed to Pickering & Butters LLP (17 July 2023: £Nil). Pickering & Butters LLP held funds of the charity on an interest-bearing general client account totalling £3,239,988 at the period-end (17 July 2023: £2,500,000).” — page 17
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 17/07/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 4 annual returns with a recorded received date, 1 was received after the due date: year ending 17/07/2023 (received 31/01/2025, 259 days after the 17/05/2024 due date).
Structured financials (annual return, FY ending 17/07/2023)
Trustees
- DONALD JOHN JAMES WHITEchair
- WILLIAM GEORGE JOHNSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £267k | £67k |
| 05/04/2024 | £34k | £11k |
| 17/07/2023 | £2.5m | £0 |
| 17/07/2022 | £0 | £0 |
Common questions
Is THE ROLY AND JUNE TONGE FOUNDATION financially healthy?
Per its FY2024 accounts: The charity holds unrestricted reserves of £3,836,727, which the trustees consider sufficient to support its objectives for the foreseeable future. The accounts state that no material uncertainties exist regarding the charity's ability to continue as a going concern. The charity does not carry out significant fundraising activities and relies on investment income and legacies. Its FY2024 accounts were audited by Deans.
Charities like this
- THE ANNETT TRUST
- THE LAURENCE MODIANO CHARITABLE TRUST
- TONY THORNE FOUNDATION LIMITED
- RJ AND AH DANIELS CHARITABLE TRUST
- THE RONALD AND JOAN JOHNSTON CHARITABLE TRUST
- THE DOUGLAS AND ELIZABETH HAWTIN CHARITABLE SETTLEMENT
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROLY AND JUNE TONGE FOUNDATION | £267k | — | 0 | unclear | — | no doubt |
| THE ANNETT TRUST | £62k | — | — | unclear | — | no doubt |
| THE LAURENCE MODIANO CHARITABLE TRUST | £66k | — | 0 | unclear | — | no doubt |
| TONY THORNE FOUNDATION LIMITED | £20.7m | — | 0 | above | — | no doubt |
| RJ AND AH DANIELS CHARITABLE TRUST | £214k | — | 0 | above | — | no doubt |
| THE RONALD AND JOAN JOHNSTON CHARITABLE TRUST | £67k | — | 0 | above | — | no doubt |