THE JOLLY FOUNDATION
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
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?
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 |
|---|---|---|
| THE MASTER CHARITABLE TRUST | 1 | £323k |
| THE BORROWS CHARITABLE TRUST | 1 | £10k |