SIR HALLEY STEWART TRUST
Latest income
£1.7m
Latest spending
£1.6m
Registered
1963
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves of £696,000 exceeded the stated policy target of £600,000, providing flexibility for unforeseen circumstances. However, the charity reported a net expenditure of £2,036,000 for the year, driven by a £2,118,000 loss on investments, resulting in a decrease in total funds.
What the accounts disclose
Reserves policy: six months of the higher of projected gross income or gross expenditure for the next financial year (held: £696k)
“The Corporate Trustee aims to maintain readily available free reserves in unrestricted funds at a level equivalent to six months of the higher of projected gross income or gross expenditure for the next financial year.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grants to organisations where a Director has an interest
“During the year 4 (2024 - nil) grants amounting to £52,000 (2024 - £nil) were made to organisations where a Director of the Corporate Trustee has an interest.” — page 41
Per its FY2025 accounts as filed with the Charity Commission.
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "above" (FY2025).
Structured financials (annual return, FY ending 31/03/2025)
Total income
£1.7m
Total spending
£1.6m
Cost of raising funds
£340k
Reserves (reported)
£43.3m
Employees
0
Trustees
- Sir Halley Stewart Trustee Ltd
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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 |
| 31/03/2021 | £1.3m | £1.3m |
Common questions
Is SIR HALLEY STEWART TRUST financially healthy?
The accounts state that unrestricted reserves of £696,000 exceeded the stated policy target of £600,000, providing flexibility for unforeseen circumstances. However, the charity reported a net expenditure of £2,036,000 for the year, driven by a £2,118,000 loss on investments, resulting in a decrease in total funds. Its FY2025 accounts were audited by Peters Elworthy & Moore.