SIR HALLEY STEWART TRUST

Registered charity 208491 · accounts filings on the Charity Commission register · Wikidata: Q30296747

The Trust aims to promote and assist innovative research activities or pioneering developments (within certain priority areas) with a view to making such work self-supporting. It emphasises prevention rather than alleviation of human suffering.Full details of current funding priorities can be found on the Trust's website : www.sirhalleystewart.org.uk

Objects

TO ADVANCE RELIGION. TO ADVANCE EDUCATION. TO RELIEVE POVERTY. TO PROMOTE OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · Religious Activities · Economic/community Development/employment · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Cotswold, South West, England (from the postcode on the register)

Financial health, per its FY2026 accounts

The accounts state that unrestricted reserves of £881,000 exceed the stated policy target of £650,000, providing a buffer above half of the projected grant spend. The charity reported a net income of £2,334,000 driven by significant investment gains, while maintaining a strong endowment base of £46.3 million.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by PEM Audit Limited. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• 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
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• 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)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 31/03/2026)

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 18.6% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• Sir Halley Stewart Trustee Ltd

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Charities like this

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

• THE STUART HALBERT FOUNDATION income £210k
• THE HADLEY TRUST income £13.0m
• STANLEY SMITH UK HORTICULTURAL TRUST income £159k
• THE HUMANITARIAN TRUST income £240k
• THE IHR TRUST income £195k
• THE KURT AND MAGDA STERN FOUNDATION income £213k

Side by side with its peers

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