Charity Accounts Intelreading the accounts so you don’t have to

THE JEAN SHANKS FOUNDATION

Registered charity 293108 · accounts filings on the Charity Commission register

The advancement and promotion of medical research, education and the dissemination of results. The establishment, maintenance of scholarship grants, fellowships, research grants and prizes awarded to scientists and other persons engaged in medical research or related sciences.

Causes: The Advancement Of Health Or Saving Of Lives · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£609k
Latest spending
£577k
Registered
1985
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted reserves of £28,833,794, which exceeds its stated minimum reserves policy target of £15 million. The trustees report that the foundation has adequate resources to continue its activities for the foreseeable future, with net assets increasing to £28,833,794 from £27,059,079 in the prior year.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £25,000 — below the median for charities its size (£60k)
“None of the trustees (or any persons connected with them) received any remuneration during the year save for Mr Eric Rothbarth who was paid a fee of £25,000 (2023: £21,600) for his services managing the Foundation on a day to day basis.” — page 20
Per its FY2024 accounts as filed with the Charity Commission.
Fundraising cost ratio: 0.4% of fundraised income, as disclosed
“Corporate governance expenditure amounted to £23,950 (2023: £15,457), investment management charges amounted to £82,907 (2023: £82,777) and direct administration and legal and professional fees amounted to £36,261 (2023: £29,592). These costs combined represent 0.39% (2023: 0.47%) of the fund.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: minimum amount of reserves at £15m (held: £28.8m)
“It is planned that this level of expenditure can be maintained in the future with a minimum amount of reserves at £15m. This level of reserves was maintained throughout the year.”
Per its FY2024 accounts as filed with the Charity Commission.
Payments to trustees: Mr Eric Rothbarth received a fee of £25,000 for services managing the Foundation.
“None of the trustees (or any persons connected with them) received any remuneration during the year save for Mr Eric Rothbarth who was paid a fee of £25,000 (2023: £21,600) for his services managing the Foundation on a day to day basis.” — page 20
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Grants payable to The Pathological Society of Great Britain & Ireland, a related party under a joint funding agreement, amounted to £861,429.
“During the year, included within grants payable is £861,429 (2023: £534,025). These amounts represent grants which are payable to The Pathological Society of Great Britain & Ireland, who then grant these amounts to the institutions, under the terms of agreement.” — page 21
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by HW Fisher LLP. Discloses 6 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£609k
Total spending
£577k
Cost of raising funds
£92k
Reserves (reported)
£23.1m
Employees
0

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: 15.0% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£609k£577k
31/03/2024£666k£1.2m
31/03/2023£494k£664k
31/03/2022£467k£643k
31/03/2021£357k£952k

Common questions

Is THE JEAN SHANKS FOUNDATION financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds unrestricted reserves of £28,833,794, which exceeds its stated minimum reserves policy target of £15 million. The trustees report that the foundation has adequate resources to continue its activities for the foreseeable future, with net assets increasing to £28,833,794 from £27,059,079 in the prior year. Its FY2024 accounts were audited by HW Fisher LLP.

What does the highest-paid employee of THE JEAN SHANKS FOUNDATION earn?

Per its FY2024 accounts, the highest-paid employee was in the £25,000 band.

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 MCBAIN FAMILY FOUNDATION1£100k
Bird Song Trust1£79k
ONE FOOTSTEP1£25k
THE BATCHWORTH TRUST1£5k
THE TANLAW FOUNDATION1£3k
THE ASTOR FOUNDATION1£2k
THE OAKDALE TRUST1£2k
THE BARBOUR FOUNDATION1£1k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE JEAN SHANKS FOUNDATION£609k£25,0000above0.4%no doubt
MEDICAL RESEARCH FOUNDATION FY2025£3.7m——unclear—no doubt
DAVID LYNCH FOUNDATION UK FY2025£173k—0above—no doubt
THE DONALD GORDON SECOND FOUNDATION FY2025£3.2mUnder £60,0000unclear—no doubt
THE FRANCES AND AUGUSTUS NEWMAN FOUNDATION FY2025£616k—0unclear—no doubt
THE SWANN-MORTON FOUNDATION FY2025£100k—0above—no doubt

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