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WILLIAM JONES'S SCHOOLS FOUNDATION

Registered charity 525616 · accounts filings on the Charity Commission register · also known as JONES FOUNDATION

To operate day and boarding schools for boys and girls in or near to Monmouth.

Causes: Education/training · website · Get email alerts

Latest income
£21.1m
Latest spending
£27.9m
Registered
1987
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Foundation holds total reserves of £132,792,000, comprising £130,299,000 in permanent endowment and £2,219,000 in unrestricted funds. The Trustees anticipate operating losses for the next two to three years due to sector challenges but confirm adequate resources to continue for at least 12 months. The School's pupil roll has declined, putting pressure on operating results, but the Foundation's substantial investment portfolio supports the School's transformation.

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

What the accounts disclose

Highest-paid employee band: £110,001 - £120,000 — below the median for charities its size (£130k)
“£110,001 to £120,000 3” — page 32
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no reserve in general fund subject to adequate cash flow (held: £2.2m)
“The School does not seek to maintain a reserve in its general fund, subject to adequate cash flow for the School’s normal operation.” — page 16
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Monmouth Schools Charitable Trust provided £95,000 in support.
“MSCT provided £95,000 in support during the year, including £23,000 for the recruitment of a Development Director and £72,000 for pupil bursaries.” — page 43
“In the year, the Foundation received £77,285 of grant funding from the Haberdashers’ Educational Foundation, primarily to support bursaries (2024: £61,000).” — page 43
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Foundation received £77,285 grant from Haberdashers’ Educational Foundation.
“MSCT provided £95,000 in support during the year, including £23,000 for the recruitment of a Development Director and £72,000 for pupil bursaries.” — page 43
“In the year, the Foundation received £77,285 of grant funding from the Haberdashers’ Educational Foundation, primarily to support bursaries (2024: £61,000).” — page 43
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Haberdashers’ Monmouth School Enterprises Limited
“The Foundation owns the whole beneficial interest in the share capital of a non-charitable trading subsidiary, Haberdashers’ Monmouth School Enterprises Limited (‘HMSEL’)” — page 44
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP. Discloses 5 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Structured financials (annual return, FY ending 31/08/2025)

Total income
£21.1m
Total spending
£27.9m
Cost of raising funds
£1.6m
Reserves (reported)
£2.2m
Employees
445

Reported reserves equal ~1.0 months of spending — in the bottom quarter for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Charitable activities (92% 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: 7.5% of total income — above the median for charities its size (3.8%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Monmouthshire

Income and spending

Financial year endIncomeSpending
31/08/2025£21.1m£27.9m
31/08/2024£23.6m£29.1m
31/08/2023£23.2m£28.9m
31/08/2022£22.9m£25.9m
31/08/2021£20.6m£24.6m

Common questions

Is WILLIAM JONES'S SCHOOLS FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the Foundation holds total reserves of £132,792,000, comprising £130,299,000 in permanent endowment and £2,219,000 in unrestricted funds. The Trustees anticipate operating losses for the next two to three years due to sector challenges but confirm adequate resources to continue for at least 12 months. The School's pupil roll has declined, putting pressure on operating results, but the Foundation's substantial investment portfolio supports the School's transformation. Its FY2025 accounts were audited by Saffery LLP.

What does the highest-paid employee of WILLIAM JONES'S SCHOOLS FOUNDATION earn?

Per its FY2025 accounts, the highest-paid employee was in the £110,001 - £120,000 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 ROYAL ALEXANDRA AND ALBERT SCHOOL1£350k
SIR JEREMIAH COLMAN GIFT TRUST1£4k
ELEANOR HAMILTON EDUCATIONAL TRUST1£4k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SIR WILLIAM PERKINS'S EDUCATIONAL FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
WILLIAM JONES'S SCHOOLS FOUNDATION£21.1m£110,001 - £120,000—within—no doubt
SIR WILLIAM PERKINS'S EDUCATIONAL FOUNDATION FY2025£12.6m——unclear—no doubt
THE MONMOUTH SCHOOLS' CHARITABLE TRUST FY2025£737k—0unclear11.3%no doubt
THE SAINT JOHN'S SCHOOL FOUNDATION FY2025£24.9m——unclear—no doubt
NICHOLAS CHAMBERLAINE'S SCHOOL FOUNDATION FY2024£1.1m—0above—no doubt
THE ROYAL ALEXANDRA AND ALBERT SCHOOL FY2025£11.3m——unclear—no doubt

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