THE JANE HODGE FOUNDATION

Registered charity 216053 · accounts filings on the Charity Commission register

We award grants to UK registered or exempt charities for the purpose of furthering objectives in the UK or overseas, but with particular emphasis in Wales, working in the areas of welfare, education, medicine and religion. Further information and guidance on how to apply for a grant can be found on our web site at HodgeFoundation.org.uk.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£3.6m

Latest spending

£3.5m

Registered

1963

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds significant unrestricted free reserves of £29,275,250, which are significantly in excess of the trustees' target range of £3m-£4m. The charity reports a net unrestricted incoming resource of £183,200 for the year, with total resources expended of £3,457,710, primarily directed toward charitable grants. The trustees confirm the charity is a going concern with adequate resources to meet liabilities as they fall due.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: £3m-£4m (held: £29.3m)

“The Trustees’ current assessment of the target range of free reserves is £3m-£4m, based on resources expended during past years and that expected for future years.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Dividend income received from The Carlyle Trust Limited, a related party where a trustee is a director.

“Dividend income received in the year from The Carlyle Trust Limited amounted to £2,607,873 (2024: £2,607,873). No amounts were owed to Julian Hodge Bank Limited at the reporting date, a subsidiary of The Carlyle Trust Limited (2024: £3,017). There were no other related party transactions.” — page 23

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Azets Audit Services. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 30/09/2025)

Total income

£3.6m

Total spending

£3.5m

Cost of raising funds

£235k

Reserves (reported)

£32.9m

Employees

Reported reserves equal ~114.3 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (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: 6.5% of total income — above the median for charities its size (5.2%) (benchmarks).

Register events

Received assets from another charity (29/02/2016) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

J Jonathan Hodgechair
IAN HUDSON DAVIES
Jennifer Natalie Hodge
Karen Louise Hodge
Rupert John Thomas

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
30/09/2025	£3.6m	£3.5m
30/09/2024	£3.9m	£3.7m
30/09/2023	£3.7m	£1.9m
30/09/2022	£3.4m	£6.1m
30/09/2021	£6.0m	£2.9m

Common questions

Is THE JANE HODGE FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds significant unrestricted free reserves of £29,275,250, which are significantly in excess of the trustees' target range of £3m-£4m. The charity reports a net unrestricted incoming resource of £183,200 for the year, with total resources expended of £3,457,710, primarily directed toward charitable grants. The trustees confirm the charity is a going concern with adequate resources to meet liabilities as they fall due. Its FY2025 accounts were audited by Azets Audit Services.

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.

Funder	Similar charities funded	Amount to them
THE TIM HENMAN FOUNDATION	1	£9k
Evergreen Care UK	1	£500

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with HEDLEY FOUNDATION LIMITED.

HEDLEY FOUNDATION LIMITED income £1.5m
JOHN HODGES' TRUST FOR HARPSDEN HALL income £142k
THE HABERDASHERS' FOUNDATION income £454k
Howden Foundation income £1.3m
THE HARRY & MARY FOUNDATION income £632k
THE HARGREAVES FOUNDATION income £1.3m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE JANE HODGE FOUNDATION	£3.6m	—	0	unclear	—	no doubt
HEDLEY FOUNDATION LIMITED FY2024	£1.5m	—	0	above	—	no doubt
JOHN HODGES' TRUST FOR HARPSDEN HALL FY2025	£142k	—	0	unclear	—	no doubt
THE HABERDASHERS' FOUNDATION FY2025	£454k	£60,001 - £70,000	4	unclear	—	no doubt
Howden Foundation FY2025	£1.3m	—	—	above	—	no doubt
THE HARRY & MARY FOUNDATION FY2025	£632k	—	0	unclear	—	no doubt

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