THE FOUNDATION OF EDWARD STOREY
Financial health, per its FY2025 accounts
The accounts state that the charity recorded a net movement in funds of £161,038 for the year ended 31 March 2025, driven by an operating surplus of £241,737 which was partially offset by net investment losses of £80,699. Per the trustees' report, the charity remains financially strong with total net assets of £21,661,088, including unrestricted funds of £7,774,981, and maintains a reserves policy targeting 12-18 months of operating expenses.
What the accounts disclose
“It is considered prudent however for an element of free reserves of somewhere between 12-18 months of operating expenses to be held in order to guard against hostile operating conditions resulting in large unfavourable variances to income or costs.” — page 8
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (11/08/2025)
- Received assets from another charity (11/08/2025)
- Received assets from another charity (11/08/2025)
- Received assets from another charity (26/01/2019)
- Received assets from another charity (07/10/2014)
- Received assets from another charity (07/10/2014)
Trustees
- DR Antony Warrenchair
- CAROL LYON
- Helen Ruth Bond
- Martin Pierce
- Nicola Malthouse-Hobbs
- PATRICIA GAIL CLYNE CERT ED
- Richard Newman
- The Ven Hugh McCurdy
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.6m | £1.4m |
| 31/03/2024 | £1.4m | £1.1m |
| 31/03/2023 | £1.2m | £968k |
| 31/03/2022 | £1.2m | £747k |
| 31/03/2021 | £1.4m | £1.5m |
Common questions
Is THE FOUNDATION OF EDWARD STOREY financially healthy?
The accounts state that the charity recorded a net movement in funds of £161,038 for the year ended 31 March 2025, driven by an operating surplus of £241,737 which was partially offset by net investment losses of £80,699. Per the trustees' report, the charity remains financially strong with total net assets of £21,661,088, including unrestricted funds of £7,774,981, and maintains a reserves policy targeting 12-18 months of operating expenses. Its FY2025 accounts were audited by Price Bailey LLP.