PETER SOWERBY FOUNDATION

Registered charity 1151978 · accounts filings on the Charity Commission register

The Trustees' primary aim is to make grants to other UK registered or exempt charities and in particular charities falling within the categories of:a) Medical/ health/ sicknessb) Relief of povertyc) Community and environment

Objects

THE CHARITY'S OBJECTS ARE SUCH OBJECTS OR PURPOSES IN ANY PART OF THE WORLD AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Islington, London, England (from the postcode on the register)

Latest income
£1.4m
Latest spending
£2.2m
Registered
2013
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds substantial unrestricted funds of £73,333,941, significantly exceeding its stated reserves policy target of £1.7 million. The trustees confirm adequate resources for the foreseeable future, and the auditor reported no material uncertainties regarding going concern.

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

What the accounts disclose

Largest income source: Investments (100% of income)
“Investments 1,356,369” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: minimum level of the value of all forward grant commitments and operating expenses payable in the following twelve months which is estimated to be £1.7m (reserves figure: £73.3m)
“It is the trustees’ policy that unrestricted funds should be maintained in liquid form at a minimum level of the value of all forward grant commitments and operating expenses payable in the following twelve months which is estimated to be £1.7m as at 30 September 2025.” — page 9
Per its FY2025 accounts as filed with the Charity Commission.

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 30/09/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 30/09/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 30/09/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 30/09/2025)

Total income
£1.4m
Total spending
£2.2m
Cost of raising funds
£406k
Reserves (reported)
£799k
Employees
1

Reported reserves equal ~4.3 months of spending — below the median for charities its size (median 4.7 months; benchmarks).

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: 29.9% of total income — in the top quarter for charities its size (median 5.3%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/09/2025£1.4m£2.2m
30/09/2024£1.5m£1.5m
30/09/2023£1.2m£1.6m
30/09/2022£1.3m£2.3m
30/09/2021£27.9m£4.8m

Common questions

Is PETER SOWERBY FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds substantial unrestricted funds of £73,333,941, significantly exceeding its stated reserves policy target of £1.7 million. The trustees confirm adequate resources for the foreseeable future, and the auditor reported no material uncertainties regarding going concern. Its FY2025 accounts were audited by UNW LLP.

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
UNSEEN (UK)1£5k
HABITAT FOR HUMANITY GREAT BRITAIN1£4k
WATER FOR KIDS1£1k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PETER STEBBINGS MEMORIAL CHARITY.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
PETER SOWERBY FOUNDATION£1.4m—0unclear—no doubt
THE PETER STEBBINGS MEMORIAL CHARITY FY2025£102k—0unclear—no doubt
PS FOUNDATION FY2025£560k—0unclear—no doubt
BETA CHARITABLE TRUST FY2024£1.7m—0unclear—no doubt
HELP TO CREATE HOPE TRUST FY2025£2.1m—0unclear—no doubt
THE BEAVERBROOK FOUNDATION FY2025£118k——unclear—no doubt

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