THE JANE HODGE FOUNDATION
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.
What the accounts disclose
“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
“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
Structured financials (annual return, FY ending 30/09/2025)
Register events
- Received assets from another charity (29/02/2016)
Trustees
- J Jonathan Hodgechair
- IAN HUDSON DAVIES
- Jennifer Natalie Hodge
- Karen Louise Hodge
- Rupert John Thomas
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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| Evergreen Care UK | 1 | £500 |