SIR HALLEY STEWART TRUST

Registered charity 208491 · accounts filings on the Charity Commission register

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

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

Latest income

£847k

Latest spending

£1.6m

Registered

1963

Accounts read

FY2026

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

Reserves policy: half of the projected grant spend for the next financial year (held: £881k)

“The Corporate Trustee aims to maintain readily available free reserves in unrestricted funds at a level equivalent to reflect half of the projected grant spend for the next financial year.” — page 17

Per its FY2026 accounts as filed with the Charity Commission.

Related-party transaction: Grants to organisations where a Director has an interest

“During the year 2 (2025 - 4) grants amounting to £5k (2025 - £52k) were made to organisations where a Director of the Corporate Trustee has an interest.” — page 43

Per its FY2026 accounts as filed with the Charity Commission.

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

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

Total income

£847k

Total spending

£1.6m

Cost of raising funds

£158k

Reserves (reported)

£45.7m

Employees

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

Financial year end	Income	Spending
31/03/2026	£847k	£1.6m
31/03/2025	£1.7m	£1.6m
31/03/2024	£1.2m	£1.6m
31/03/2023	£1.3m	£1.4m
31/03/2022	£1.3m	£1.7m

Common questions

Is SIR HALLEY STEWART TRUST financially healthy?

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. Its FY2026 accounts were audited by PEM Audit Limited.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
PAUL HAMLYN FOUNDATION	1	£2.0m
THE DAVID FAMILY FOUNDATION	1	£0

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with STOCKPORT NHS FOUNDATION TRUST GENERAL FUND.

STOCKPORT NHS FOUNDATION TRUST GENERAL FUND income £930k
THE STOLLER CHARITABLE TRUST income £1.6m
THE HELEN HAMLYN TRUST income £6.5m
STUART HALL FOUNDATION income £212k
PETER STORRS TRUST income £137k
THE SANITA MERALI TRUST income £1.0m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
SIR HALLEY STEWART TRUST	£847k	—	0	above	—	no doubt
STOCKPORT NHS FOUNDATION TRUST GENERAL FUND FY2025	£930k	—	0	above	—	no doubt
THE STOLLER CHARITABLE TRUST FY2025	£1.6m	—	0	unclear	—	no doubt
THE HELEN HAMLYN TRUST FY2025	£6.5m	—	—	unclear	—	no doubt
STUART HALL FOUNDATION FY2025	£212k	—	0	unclear	—	no doubt
PETER STORRS TRUST FY2025	£137k	—	0	no_policy	—	no doubt

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