THE ROLY AND JUNE TONGE FOUNDATION

Registered charity 1196212 · accounts filings on the Charity Commission register

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.

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 · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Stafford, West Midlands, England (from the postcode on the register)

Latest income
£267k
Latest spending
£67k
Registered
2021
Accounts read
FY2024

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.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Donations and legacies (99% of income)
“Donations and legacies 2 - - - 3,812,500” — page 9
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: 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).
“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
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Deans. Discloses 3 of 6 completeness components.

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.

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

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

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).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 17/07/2023)

Total income
£2.5m
Total spending
£0
Reserves (reported)
£0
Employees
0

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
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

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROLY AND JUNE TONGE FOUNDATION£267k—0unclear—no doubt
THE ANNETT TRUST FY2025£62k——unclear—no doubt
THE LAURENCE MODIANO CHARITABLE TRUST FY2025£66k—0unclear—no doubt
TONY THORNE FOUNDATION LIMITED FY2025£20.7m—0above—no doubt
RJ AND AH DANIELS CHARITABLE TRUST FY2024£214k—0above—no doubt
THE RONALD AND JOAN JOHNSTON CHARITABLE TRUST FY2025£67k—0above—no doubt

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