THE BAILY THOMAS CHARITABLE FUND
Financial health, per its FY2023 accounts
The accounts state that the charity holds unrestricted reserves of £86,439,873, representing a significant surplus over its annual expenditure of £3,003,708. The trustees confirm that the charity will continue as a going concern, supported by a diversified investment portfolio valued at £85,402,356. The charity does not actively fundraise, relying instead on investment income and distributions from the Provident Fund to meet its grant-making objectives.
What the accounts disclose
Leadership, per the charity’s website
- Mr K R Young — Trustee
- Emeritus Professor S-A Cooper — Trustee
- Professor Angela Hassiotis — Trustee
- Mr J Snow — Trustee
Structured financials (annual return, FY ending 30/09/2025)
Trustees
- Suzanne Jane Marriottchair
- Jonathan Snow
- KENNETH ROBERT YOUNG
- Professor Angela Hassiotis
- Professor Sally-Ann Cooper
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
The accounts state that the charity holds unrestricted reserves of £86,439,873, representing a significant surplus over its annual expenditure of £3,003,708. The trustees confirm that the charity will continue as a going concern, supported by a diversified investment portfolio valued at £85,402,356. The charity does not actively fundraise, relying instead on investment income and distributions from the Provident Fund to meet its grant-making objectives. Its FY2023 accounts were audited by FKCA Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ONE FOOTSTEP | 1 | — |
| THE MOTIVATION CHARITABLE TRUST | 1 | £81k |
| HALLMARK CARE HOMES FOUNDATION | 1 | £26k |