THE SOBELL FOUNDATION
The Sobell Foundation is a grant-making trust. Funding is generally restricted to charities working in the following fields: medical care and treatment; care and education for physically and mentally disabled people; homelessness; and care and support for the elderly and children from disadvantaged backgrounds. In Israel only the Trustees support coexistence and immigrant absorption projects.
Objects
FOR SUCH CHARITABLE PURPOSES OR OBJECTS IN SUCH PROPORTIONS AND MANNER AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.
Financial health, per its FY2026 accounts
The accounts state that unrestricted funds decreased from £59.2 million to £57.8 million due to a net expenditure exceeding investment income. The charity maintains reserves of £57.8 million, which significantly exceeds its stated policy target of two years' normal charitable expenditure. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
What the accounts disclose
“The Trustees aim to maintain a reserve fund, including cash, at a level equating to at least two years of normal charitable expenditure in order to meet any short-term variances in cash flow.” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- 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
- 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)
Self-declared on the annual return for the financial year ending 05/04/2026
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Structured financials (annual return, FY ending 05/04/2026)
Trustees
- ANDREA GAIE SCOULLER
- Chloe Fletcher
- JEROME HUMPHREY ANDRE LACROIX
- JULIAN MICHAEL EDWARD LEE
- Karis Ann Lacroix
- SUSAN GINA LACROIX
- Sebastian Gaskell Lee
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £1.1m | £2.7m |
| 05/04/2025 | £1.2m | £2.3m |
| 05/04/2024 | £1.2m | £2.3m |
| 05/04/2023 | £941k | £3.9m |
| 05/04/2022 | £699k | £4.0m |
Common questions
Is THE SOBELL FOUNDATION financially healthy?
Per its FY2026 accounts: The accounts state that unrestricted funds decreased from £59.2 million to £57.8 million due to a net expenditure exceeding investment income. The charity maintains reserves of £57.8 million, which significantly exceeds its stated policy target of two years' normal charitable expenditure. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2026 accounts were audited by BKL Audit LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CORNWALL COMMUNITY FOUNDATION | 1 | £258k |
| ZOBIA NAZLEY MEMORIAL TRUST | 1 | £45 |
Charities like this
- SOBELL HOUSE HOSPICE CHARITY LIMITED
- SOLEV CO LIMITED
- SABEEL FOUNDATION
- SHULEM B. ASSOCIATION LIMITED
- PETER SOWERBY FOUNDATION
- SEDEL - COLLINGS FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SOBELL FOUNDATION | £1.1m | — | 0 | unclear | — | no doubt |
| SOBELL HOUSE HOSPICE CHARITY LIMITED | £4.8m | £80,000 - £90,000 | 2 | unclear | — | no doubt |
| SOLEV CO LIMITED | £276k | — | 0 | above | — | no doubt |
| SABEEL FOUNDATION | £378k | — | 0 | unclear | — | no doubt |
| SHULEM B. ASSOCIATION LIMITED | £5.1m | — | 0 | below | — | no doubt |
| PETER SOWERBY FOUNDATION | £1.4m | — | 0 | unclear | — | no doubt |