THE TOLKIEN SOCIETY
Objects
THE OBJECT OF THE CIO, TO BE CARRIED OUT FOR THE PUBLIC BENEFIT IN SUCH PARTS OF THE WORLD AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE, IS:3.1.1 TO ADVANCE EDUCATION, AND PROMOTE RESEARCH, THE USEFUL RESULTS OF WHICH WILL BE PUBLISHED, INTO THE LIFE AND WORKS OF PROFESSOR JOHN RONALD REUEL TOLKIEN CBE, IN PARTICULAR BUT NOT EXCLUSIVELY BY:3.1.1.1 AFFORDING A MEANS OF COMMUNICATION OF IDEAS BETWEEN SCHOLARS AND OTHERS WHO HAVE A COMMON INTEREST IN THE LIFE AND WORKS OF PROFESSOR J.R.R. TOLKIEN;3.1.1.2 AT SUITABLE TIMES, SPONSORING AND SUPPORTING SPECIAL PROJECTS RELATING TO THE LIFE AND WORKS OF J.R.R. TOLKIEN;3.1.1.3 PUBLISHING A JOURNAL AT REGULAR INTERVALS PROMOTING THESE OBJECTS;3.1.1.4 ESTABLISHING A MEMORIAL CENTRE DEVOTED TO STUDY, LECTURES AND EXHIBITIONS RELATING TO THE LIFE AND WORKS OF PROFESSOR J.R.R. TOLKIEN, PREFERABLY IN A LOCATION ASSOCIATED WITH HIM (SUCH A CENTRE MAY BE EITHER A NEW VENTURE OR AN EXTENSION OF EXISTING FACILITIES); AND 3.1.1.5 MAINTAINING AND EXPANDING AN ARCHIVE OF TOLKIEN-RELATED MATERIAL FOR RESEARCH PURPOSES.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net income of £86,318 for the year ended 31 December 2025, resulting in total unrestricted reserves of £525,158. This figure significantly exceeds the trustees' stated policy target of six months' operating costs, which amounted to £107,000. The trustees confirmed that the charity is a going concern with ample unrestricted funds and healthy cash balances.
What the accounts disclose
“The trustees have agreed that the charity should aim to hold six months’ worth of operating costs in reserve.” — page 5
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 150
Trustees
- Dr Hannah McDonaldchair
- Adam Stephen Daniel Pollard
- Alison Esther Mable
- Daniel Patrick Helen
- Erik Edmond Andersson
- Jeremy Edmonds
- NEIL SHEPPARD ANDERSON
- Niamh-Elizabeth Riordain
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £421k | £323k |
Common questions
Is THE TOLKIEN SOCIETY financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net income of £86,318 for the year ended 31 December 2025, resulting in total unrestricted reserves of £525,158. This figure significantly exceeds the trustees' stated policy target of six months' operating costs, which amounted to £107,000. The trustees confirmed that the charity is a going concern with ample unrestricted funds and healthy cash balances. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | 1 | £183k |
| RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES | 1 | £200 |
Charities like this
- THE TOLKIEN TRUST
- TOLLGATE EVANGELICAL CHURCH
- BNJC
- THE I S A CHARITY
- GAMLEARN
- SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE TOLKIEN SOCIETY | £421k | — | 0 | unclear | — | no doubt |
| THE TOLKIEN TRUST | £8.1m | — | — | unclear | — | no doubt |
| TOLLGATE EVANGELICAL CHURCH | £237k | — | — | above | — | no doubt |
| BNJC | £4.1m | £100,000-£140,000 | 1 | unclear | — | no doubt |
| THE I S A CHARITY | £52k | — | 0 | unclear | — | no doubt |
| GAMLEARN | £310k | — | 0 | unclear | — | no doubt |