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

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

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 (held: £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.

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

Reported reserves equal ~4.3 months of spending — below the median for charities its size (median 4.8 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 5.2%) (benchmarks).

Trustees · trustee networks

DAVID BENJAMIN HAROLD ASPINALLchair
Dr DAVID STABLES · trustee of 1 other charity
Dr Radha Sundaram
Professor Carole Margaret Longson
Professor Francis Anthony Drobniewski
Sara Siegel Poulios

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
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.

Funder	Similar charities funded	Amount to them
SUICIDE & CO	1	£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE NOEL SWEENEY FOUNDATION.

THE NOEL SWEENEY FOUNDATION income £304k
PONOSI FOUNDATION income £144k
KHOO TECK PUAT UK FOUNDATION income £5.2m
THE MRS L D ROPE THIRD CHARITABLE SETTLEMENT income £2.3m
POWYS TEACHING LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES income £251k
HOLLYHOCK CHARITABLE FOUNDATION income £385k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
PETER SOWERBY FOUNDATION	£1.4m	—	0	unclear	—	no doubt
THE NOEL SWEENEY FOUNDATION FY2025	£304k	—	0	unclear	—	no doubt
PONOSI FOUNDATION FY2025	£144k	—	0	unclear	—	no doubt
KHOO TECK PUAT UK FOUNDATION FY2025	£5.2m	—	0	below	—	no doubt
THE MRS L D ROPE THIRD CHARITABLE SETTLEMENT FY2025	£2.3m	—	—	unclear	—	no doubt
POWYS TEACHING LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES FY2025	£251k	—	0	unclear	—	no doubt

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