Bernard Sunley Foundation
Financial health, per its FY2023 accounts
The accounts state that unrestricted reserves stood at £153,772,000 at the year end, representing a decrease from the previous year's £160,916,000 due to a net loss on investments of £4,345,000. The charity reports no specific reserves policy, noting that the whole portfolio could be available as a reserve. The Trustees consider there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
Year-over-year changes
- Employees paid over £60,000: 1 (FY2022) → 0 (FY2023).
Funders the charity credits
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- ANABEL KNIGHTchair
- BELLA SUNLEY MBE
- Dr BRIAN WARDLEY MARTIN BSC HONS
- INIGO PATERNINA
- Lucy Pauline Alexandra Evans
- WILLIAM TICE FRCS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £3.0m | £5.8m |
| 31/03/2024 | £3.0m | £5.6m |
| 31/03/2023 | £2.6m | £5.4m |
| 31/03/2022 | £2.7m | £5.3m |
| 31/03/2021 | £2.6m | £4.5m |
Common questions
Is Bernard Sunley Foundation financially healthy?
The accounts state that unrestricted reserves stood at £153,772,000 at the year end, representing a decrease from the previous year's £160,916,000 due to a net loss on investments of £4,345,000. The charity reports no specific reserves policy, noting that the whole portfolio could be available as a reserve. The Trustees consider there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2023 accounts were audited by Azets.
Who funds Bernard Sunley Foundation?
Funders whose own accounts filings name Bernard Sunley Foundation as a grant recipient include THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER AND ST LEONARD, HORBURY WITH ST JOHN, HORBURY BRIDGE.
Known funders
| Funder | Year | Amount |
|---|---|---|
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER AND ST LEONARD, HORBURY WITH ST JOHN, HORBURY BRIDGE | FY2023 | £4k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NEIGHBOURLY FOUNDATION | 1 | £1.6m |
| THE PIERREPONT TRUST | 1 | £20k |
| THE HARAMEAD TRUST | 1 | £10k |
| ROYAL DEVON UNIVERSITY HEALTHCARE NHS FOUNDATION TRUST CHARITY | 1 | £5k |
| The Edge Ministries | 1 | £5k |
| HABITAT FOR HUMANITY GREAT BRITAIN | 1 | £4k |
| THE DIXIE ROSE FINDLAY CHARITABLE TRUST | 1 | £3k |
| THE SIR JAMES ROLL CHARITABLE TRUST | 1 | £2k |