THE JOLLY FOUNDATION

Registered charity 1209791 · accounts filings on the Charity Commission register

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.

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) · website · Get email alerts

Registered contact address: Bury, North West, England (from the postcode on the register)

Latest income
£5.6m
Latest spending
£286k
Registered
2024
Accounts read
FY2025

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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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 31/07/2025

  • Volunteers: 4
  • Grant-making is its main activity

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

Leadership, per the charity’s website

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)

Total income
£5.6m
Total spending
£286k
Reserves (reported)
£5.1m
Employees
0

Reported reserves equal ~214.0 months of spending — in the top quarter for charities its size (median 4.7 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 (5.3%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with TEHILOIS YOEL.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE JOLLY FOUNDATION£5.6m—0unclear—no doubt
TEHILOIS YOEL FY2025£187k—0unclear—no doubt
THE MARJORIE JAYE CHARITABLE FOUNDATION FY2024£164k—0unclear—no doubt
THE JULIAN TAYLOR CHARITABLE TRUST FY2025£174k—0above—no doubt
THE JAGCLIF CHARITABLE TRUST FY2025£33.0m——unclear—no doubt
FILEY FOUNDATION LTD FY2025£271k—0above—no doubt

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