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THE BAILY THOMAS CHARITABLE FUND

Registered charity 262334 · accounts filings on the Charity Commission register

The Fund is a grant making Charitable Trust which awards grants in accordance with it's charitable objectives of the prevention, treatment or relief of mental or other forms of illness. Since 2001 the Trustees' funding priority has been solely learning disability.

Causes: General Charitable Purposes · Disability · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£2.2m
Latest spending
£4.0m
Registered
1971
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £101,883,897, derived from a substantial investment portfolio valued at £103,130,666. The trustees confirm that the charity will continue as a going concern for the foreseeable future, citing no material uncertainties regarding its financial position.

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

What the accounts disclose

Payments to trustees: Mr Kenneth Young received £8,268 for professional services. Mrs Suzanne Marriott's firm received £79,788 in legal fees. Professor Angela Hassiotis received grant payments totaling £118,976 prior to trusteeship.
“Mr Kenneth Young, Trustee, is a fellow of the Institute of Chartered Accountants, appointed in accordance to our Trust deed, received payment in respect of his professional services and a disclosure in respect of this is included in Note 11.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Legal fees charged by Charles Russell Speechlys LLP, a firm where Trustee Mrs Suzanne Marriott is a partner.
“Mrs Suzanne Marriott, a Trustee of the Fund, is a partner of Charles Russell Speechlys LLP. In the year ended 30 September 2025 legal costs of £79,788 (including reimbursed expenses of £1,763) were charged to the Charity by Charles Russell Speechlys LLP (2024 £101,869). Accrued fees of £8,748 (including expenses of £0) were outstanding at the year end.” — page 24
“Mrs Marriott is also a Trustee/Governor of The Rix-Thompson-Rothenberg Foundation charity which received a grant of £70,000 from the Fund during the year (2024 £70,000).” — page 24
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant awarded to The Rix-Thompson-Rothenberg Foundation, a charity where Trustee Mrs Suzanne Marriott is a Trustee/Governor.
“Mrs Suzanne Marriott, a Trustee of the Fund, is a partner of Charles Russell Speechlys LLP. In the year ended 30 September 2025 legal costs of £79,788 (including reimbursed expenses of £1,763) were charged to the Charity by Charles Russell Speechlys LLP (2024 £101,869). Accrued fees of £8,748 (including expenses of £0) were outstanding at the year end.” — page 24
“Mrs Marriott is also a Trustee/Governor of The Rix-Thompson-Rothenberg Foundation charity which received a grant of £70,000 from the Fund during the year (2024 £70,000).” — page 24
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Professional services fees paid to Trustee Mr Kenneth Young.
“Mrs Suzanne Marriott, a Trustee of the Fund, is a partner of Charles Russell Speechlys LLP. In the year ended 30 September 2025 legal costs of £79,788 (including reimbursed expenses of £1,763) were charged to the Charity by Charles Russell Speechlys LLP (2024 £101,869). Accrued fees of £8,748 (including expenses of £0) were outstanding at the year end.” — page 24
“Mrs Marriott is also a Trustee/Governor of The Rix-Thompson-Rothenberg Foundation charity which received a grant of £70,000 from the Fund during the year (2024 £70,000).” — page 24
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Research grant awarded to Professor Angela Hassiotis, a Medical Trustee, prior to her appointment.
“Mrs Suzanne Marriott, a Trustee of the Fund, is a partner of Charles Russell Speechlys LLP. In the year ended 30 September 2025 legal costs of £79,788 (including reimbursed expenses of £1,763) were charged to the Charity by Charles Russell Speechlys LLP (2024 £101,869). Accrued fees of £8,748 (including expenses of £0) were outstanding at the year end.” — page 24
“Mrs Marriott is also a Trustee/Governor of The Rix-Thompson-Rothenberg Foundation charity which received a grant of £70,000 from the Fund during the year (2024 £70,000).” — page 24
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by FKCA Limited. Discloses 4 of 6 completeness components.

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 30/09/2025)

Total income
£2.2m
Total spending
£4.0m
Cost of raising funds
£123k
Reserves (reported)
£101.9m
Employees
0

Per its annual return, largest income source: Investments (87% 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: 5.6% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Isle Of Man · Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/09/2025£2.2m£4.0m
30/09/2024£2.0m£3.5m
30/09/2023£1.9m£3.0m
30/09/2022£1.8m£2.7m
30/09/2021£1.8m£3.4m

Common questions

Is THE BAILY THOMAS CHARITABLE FUND financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £101,883,897, derived from a substantial investment portfolio valued at £103,130,666. The trustees confirm that the charity will continue as a going concern for the foreseeable future, citing no material uncertainties regarding its financial position. Its FY2025 accounts were audited by FKCA Limited.

Who funds THE BAILY THOMAS CHARITABLE FUND?

Funders whose own accounts filings name THE BAILY THOMAS CHARITABLE FUND as a grant recipient include THE TIM HENMAN FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE TIM HENMAN FOUNDATIONFY2025£7kDonations from corporations and trusts

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.

FunderSimilar charities fundedAmount to them
THE MOTIVATION CHARITABLE TRUST1£81k
HALLMARK CARE HOMES FOUNDATION1£36k
ONE FOOTSTEP1£20k
TRUE COLOURS THEATRE1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE THOMAS FAMILY CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE BAILY THOMAS CHARITABLE FUND£2.2m—0unclear—no doubt
THE THOMAS FAMILY CHARITABLE TRUST FY2024£946k—0unclear—no doubt
THE MAYFIELD TRUST FY2025£5.1m£60,001 - £70,0001unclear—no doubt
THE GLOUCESTERSHIRE ASSOCIATION FOR DISABILITY FY2025£248k—0unclear—no doubt
THE SIMON & ELIZABETH BATEY CHARITABLE TRUST FY2025£929k—0unclear—no doubt
WILLIAMSON TRUST FY2025£727k—0above—no doubt

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