PETER SOWERBY FOUNDATION
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
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.
What the accounts disclose
“Investments 1,356,369” — page 21
“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
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
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
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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| UNSEEN (UK) | 1 | £5k |
| HABITAT FOR HUMANITY GREAT BRITAIN | 1 | £4k |
| WATER FOR KIDS | 1 | £1k |
Charities like this
- THE PETER STEBBINGS MEMORIAL CHARITY
- PS FOUNDATION
- BETA CHARITABLE TRUST
- HELP TO CREATE HOPE TRUST
- THE BEAVERBROOK FOUNDATION
- THE LIVESEY FOUNDATION
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 PETER STEBBINGS MEMORIAL CHARITY | £102k | — | 0 | unclear | — | no doubt |
| PS FOUNDATION | £560k | — | 0 | unclear | — | no doubt |
| BETA CHARITABLE TRUST | £1.7m | — | 0 | unclear | — | no doubt |
| HELP TO CREATE HOPE TRUST | £2.1m | — | 0 | unclear | — | no doubt |
| THE BEAVERBROOK FOUNDATION | £118k | — | — | unclear | — | no doubt |