THE DERVIA FOUNDATION
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.
What the accounts disclose
“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
“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
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- David George Hadden
- Dr Robert Michael Greenhalgh
- Gwendoline Anne Godfrey
- Lorna Elizabeth Fairbairn
- Paul Ernest Henry Davis
- TINA REBECCA GEORGE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £4.5m | £1.4m |
Common questions
Is THE DERVIA FOUNDATION financially healthy?
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.