THE JOLLY FOUNDATION
Objects
TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME IN WAYS WHICH ARE EXCLUSIVELY CHARITABLE, IN PARTICULAR BUT WITHOUT LIMITATION THROUGH PROVIDING GRANT FUNDING WHICH PROMOTES THE EMPLOYMENT OPPORTUNITIES AND SKILLS DEVELOPMENT OF YOUNG PEOPLE IN THE UK AND OVERSEAS.
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.
What the accounts disclose
“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
“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
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/07/2025
- Volunteers: 4
- Grant-making is its main activity
Leadership, per the charity’s website
- John Roberts — Founder
Structured financials (annual return, FY ending 31/07/2025)
Trustees
- JOHN CHARLES ROBERTSchair
- Sally Hays Roberts
- Stephen Paul Wickham
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/07/2025 | £5.6m | £286k |
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.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIVA CHARITABLE FUND | 1 | £182k |
| STARLOW CHARITIES LIMITED | 1 | £70k |
| GOLDHEART CHARITY LIMITED | 1 | £53k |
| WISEHEIGHTS LIMITED | 1 | £48k |
| THE IAN & NATALIE LIVINGSTONE CHARITABLE TRUST | 1 | £20k |
| BACK ON THE MAP LIMITED | 1 | £17k |
| BEIS MINCHAS YITZCHOK TRUST | 1 | £10k |
| SONGDALE LIMITED | 1 | £8k |
Charities like this
- TEHILOIS YOEL
- THE MARJORIE JAYE CHARITABLE FOUNDATION
- THE JULIAN TAYLOR CHARITABLE TRUST
- THE JAGCLIF CHARITABLE TRUST
- FILEY FOUNDATION LTD
- THE JG CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JOLLY FOUNDATION | £5.6m | — | 0 | unclear | — | no doubt |
| TEHILOIS YOEL | £187k | — | 0 | unclear | — | no doubt |
| THE MARJORIE JAYE CHARITABLE FOUNDATION | £164k | — | 0 | unclear | — | no doubt |
| THE JULIAN TAYLOR CHARITABLE TRUST | £174k | — | 0 | above | — | no doubt |
| THE JAGCLIF CHARITABLE TRUST | £33.0m | — | — | unclear | — | no doubt |
| FILEY FOUNDATION LTD | £271k | — | 0 | above | — | no doubt |