THE KELLY FOUNDATION
Promote the advancement of good mental health by providing support services, facilities, recreation. Relieve the needs of people experiencing poor mental health by gathering & disseminating information & working to raise awareness. Promote understanding & support & to challenge stigma & discrimination, promote social inclusion for public benefit by preventing people from becoming socially excluded
Financial health, per its FY2025 accounts
The accounts state that total income was £163,678 against total outgoings of £128,408, resulting in a year-end cash balance of £68,503. The trustees report that this position meets the Charity Commission reserves policy by covering three months of running costs. However, the trustees also identify a key risk regarding the ability to generate sufficient funding to cover predicted annual spend, noting that current event and donor income is not enough to cover costs.
What the accounts disclose
“This position meets the Charity Commission reserves policy insofar as it covers three months of running costs.”
“The key management organisational risk is that of failing to generate enough funding to continue the charities activities. Looking forward, the budget expects to generate £16,000 a year from event income and several thousand pounds from donors but this is not enough to cover the predicted annual spend. Urgent action therefore is in place to seek funding either from BANES-ICA, from the Swindon Borough Council, from the National Lottery or other significant funders” — page 7
Trustees
- John Stookechair
- Claire Bentley
- David Southby
- Martyn Carl Woerner
- Robert Abbott
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £164k | £128k |
| 31/03/2024 | £118k | £92k |
| 31/03/2023 | £27k | £17k |
Common questions
Is THE KELLY FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that total income was £163,678 against total outgoings of £128,408, resulting in a year-end cash balance of £68,503. The trustees report that this position meets the Charity Commission reserves policy by covering three months of running costs. However, the trustees also identify a key risk regarding the ability to generate sufficient funding to cover predicted annual spend, noting that current event and donor income is not enough to cover costs. Its FY2025 accounts were independently examined.
Who funds THE KELLY FOUNDATION?
Funders whose own accounts filings name THE KELLY FOUNDATION as a grant recipient include THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON, THE DAVID FAMILY FOUNDATION, THE W H SMITH GROUP CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON | FY2025 | £15k | Not specified in list |
| THE DAVID FAMILY FOUNDATION | FY2024 | £2k | |
| THE DAVID FAMILY FOUNDATION | FY2023 | £2k | |
| THE W H SMITH GROUP CHARITABLE TRUST | FY2024 | £1k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 20/02/2026 | £20k | 4Kelly Core Costs |
| The National Lottery Community Fund | 21/04/2023 | £10k | Place4you |