THE JOLLY FOUNDATION
Registered charity 1209791 · accounts filings on the Charity Commission register
Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £5,105,787, which the Trustees review regularly to ensure the Foundation can meet its objectives and remain a going concern. The auditor confirmed that there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity reported a net income of £5,105,787 for the period, derived primarily from donations and investment income.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Related-party transaction: Consultancy services from Trustee-connected company
“The charity received consultancy services from The Giving Department Ltd, a company in which Stephen Wickham (a director and Trustee) also serves as a director. The total fees for these services in the period were £26,098 and at the period end £4,964 was owed to the company.” — page 17
“During the period the charity made grants totalling £41k to The Barlow Institute. Sally Roberts, a director and Trustee, is the daughter of Stephen Rothwell who serves on the Board of Trustees at The Barlow Institute. The Trustees ensured that proper due diligence was undertaken when discussing the grants to be awarded to The Barlow Institute and the criteria for qualification for the funds was scrutinised. Independence was applied in the decision making process.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to charity with Trustee family connection
“The charity received consultancy services from The Giving Department Ltd, a company in which Stephen Wickham (a director and Trustee) also serves as a director. The total fees for these services in the period were £26,098 and at the period end £4,964 was owed to the company.” — page 17
“During the period the charity made grants totalling £41k to The Barlow Institute. Sally Roberts, a director and Trustee, is the daughter of Stephen Rothwell who serves on the Board of Trustees at The Barlow Institute. The Trustees ensured that proper due diligence was undertaken when discussing the grants to be awarded to The Barlow Institute and the criteria for qualification for the funds was scrutinised. Independence was applied in the decision making process.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Gortons. Discloses 4 of 6 completeness components.
Leadership, per the charity’s website
- John Roberts — Founder (source)
Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.
Structured financials (annual return, FY ending 31/07/2025)
Reported reserves equal ~214.0 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Donations and legacies (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).
Trustee list from the Charity Commission register (current, not historical).
Operates in: Throughout England And Wales
Income and spending
Common questions
Is THE JOLLY FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £5,105,787, which the Trustees review regularly to ensure the Foundation can meet its objectives and remain a going concern. The auditor confirmed that there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity reported a net income of £5,105,787 for the period, derived primarily from donations and investment income. Its FY2025 accounts were audited by Gortons.
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Side by side with its peers
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