Charity Accounts Intelreading the accounts so you don’t have to

THE DERVIA FOUNDATION

Registered charity 1207469 · accounts filings on the Charity Commission register

Grant making

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

Latest income
£4.5m
Latest spending
£1.4m
Registered
2024
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted funds of £3,071,481, derived from a net movement in funds of £3,071,481 against total income of £4,457,670. Per the trustees' report, the charity is funded from the residue of a deceased person's estate and aims to sustain its grant-making levels, with a policy to distribute up to 50% of income. The trustees have adopted the going concern basis, citing substantial net assets and adequate resources for the foreseeable future.

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

What the accounts disclose

Largest income source: Income from the Estate of Mrs S M Davis
“Income from the Estate of Mrs S M Davis 4,457,670”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: distribute up to 50% of the income (held: £3.1m)
“The Trustees have agreed to aim to distribute up to 50% of the income of the charity. The Trustee’s aim to sustain the level of grant making they have made this year going forward.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Lorna Fairbairn and Tina George are partners at DMH Stallard LLP, and Gwendoline Anne Godfrey is a former partner of DMH Stallard LLP. This firm provided legal and general management services during the period ended 5 April 2025. Invoices were raised for £9,587 during the period.
“Lorna Fairbairn and Tina George are partners at DMH Stallard LLP, and Gwendoline Anne Godfrey is a former partner of DMH Stallard LLP. This firm provided legal and general management services during the period ended 5 April 2025. Invoices were raised for £9,587 during the period.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Perrys Audit Limited. Discloses 4 of 6 completeness components.

Property (HM Land Registry)

10 registered titles in England and Wales held by the charity’s company or corporate body (7 freehold); recorded price paid £250k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 05/04/2025)

Total income
£4.5m
Total spending
£1.4m
Reserves (reported)
£3.1m
Employees
0

Reported reserves equal ~26.6 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (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
05/04/2025£4.5m£1.4m

Common questions

Is THE DERVIA FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted funds of £3,071,481, derived from a net movement in funds of £3,071,481 against total income of £4,457,670. Per the trustees' report, the charity is funded from the residue of a deceased person's estate and aims to sustain its grant-making levels, with a policy to distribute up to 50% of income. The trustees have adopted the going concern basis, citing substantial net assets and adequate resources for the foreseeable future. Its FY2025 accounts were audited by Perrys Audit Limited.

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE DERVIA FOUNDATION£4.5m—0unclear—no doubt
THE HERITAGE FOUNDATION FY2025£463k—0above—no doubt
VARGA FAMILY FOUNDATION FY2025£337k—0above—no doubt
RATANBEN ZAVERCHAND KARA FOUNDATION FY2025£162k—0above—no doubt
THE HARGRAVE FOUNDATION FY2026£174k—0unclear—no doubt
GRAFF FOUNDATION FY2025£1.4m—0above—no doubt

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