PETER SOWERBY FOUNDATION
Financial health, per its FY2024 accounts
The accounts state that unrestricted funds increased to £67,967,364, driven by a net investment gain of £6,583,757 and investment income of £1,540,977. The charity awarded £1,012,567 in grants and held liquid assets of £1,944,870, which the trustees consider satisfactory against a minimum policy target of £1.7m. The trustees and auditors confirm adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“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 2024.” — page 8
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2023) to "above" (FY2024).
Structured financials (annual return, FY ending 30/09/2025)
Trustees
- DAVID BENJAMIN HAROLD ASPINALLchair
- Dr DAVID STABLES
- Dr Radha Sundaram
- Professor Carole Margaret Longson
- Professor Francis Anthony Drobniewski
- Sara Siegel Poulios
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?
The accounts state that unrestricted funds increased to £67,967,364, driven by a net investment gain of £6,583,757 and investment income of £1,540,977. The charity awarded £1,012,567 in grants and held liquid assets of £1,944,870, which the trustees consider satisfactory against a minimum policy target of £1.7m. The trustees and auditors confirm adequate resources to continue in operational existence for the foreseeable future. Its FY2024 accounts were audited by UNW LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SUICIDE & CO | 1 | £3k |