CCEW Charity Commission profile

Bernard Sunley Foundation

Registered charity 1109099 · organisation 4014988

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
18 April 2005
Removed
Not supplied
Company number supplied
05407187
Financial period
1 April 2024 – 31 March 2025
Latest income
£3,032,000
Latest expenditure
£5,776,000
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Green Park House, 15 Stratton Street, Mayfair, London, W1J 8LQ

Website recorded by the regulator: www.bernardsunley.org (displayed as text)

02 Activities

What the charity does

THE AIM OF THE FOUNDATION IS TO GRANT AID TO CHARITIES SEEKING TO RAISE THE QUALITY OF LIFE, PARTICULARY FOR THOSE WHO ARE YOUNG, DISADVANTAGED, DEPRIVED, DISABLED OR ELDERLY. GRANTS ARE USUALLY CONFINED TO THE UNITED KINGDOM. THE TRUSTEES HAVE A PREFERENCE FOR CAPITAL PROJECTS, NOT RUNNING COSTS.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
9 December 2025
Date Accounts Received
9 December 2025
Total Gross Income
£3,032,000
Total Gross Expenditure
£5,776,000
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
11 December 2024
Date Accounts Received
11 December 2024
Total Gross Income
£2,954,000
Total Gross Expenditure
£5,588,000
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
7 December 2023
Date Accounts Received
7 December 2023
Total Gross Income
£2,577,000
Total Gross Expenditure
£5,376,000
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
5 January 2023
Date Accounts Received
5 January 2023
Total Gross Income
£2,724,000
Total Gross Expenditure
£5,317,000
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
14 December 2021
Date Accounts Received
14 December 2021
Total Gross Income
£2,642,000
Total Gross Expenditure
£4,498,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
9 December 2025
Total Gross Income
£3,032,000
Total Gross Expenditure
£5,776,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 100001 110000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
11 December 2024
Total Gross Income
£2,954,000
Total Gross Expenditure
£5,588,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 110001 120000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
7 December 2023
Total Gross Income
£2,577,000
Total Gross Expenditure
£5,376,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 90001 100000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
5 January 2023
Total Gross Income
£2,724,000
Total Gross Expenditure
£5,317,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 90001 100000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
14 December 2021
Total Gross Income
£2,642,000
Total Gross Expenditure
£4,498,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 80001 90000
1
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
9 December 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3032000
Income Other
0
Income Total Income And Endowments
3032000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£785,000
Expenditure Charitable Expenditure
£4,991,000
Expenditure Other
0
Expenditure Total
5776000
Expenditure Investment Management
785000
Expenditure Grants Institution
4588000
Expenditure Governance
57000
Expenditure Support Costs
403000
Expenditure Depreciation
0
Gain Loss Investment
-1946000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£167,716,000
Assets Total Fixed
162553000
Assets Own Use
0
Assets Long Term Investment
162553000
Defined Benefit Pension Scheme
0
Assets Other Assets
£10,975,000
Assets Total Liabilities
£5,812,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£167,716,000
Creditors One Year Total Current
5507000
Creditors Falling Due After One Year
305000
Assets Cash
£10,766,000
Funds Endowment
0
Funds Unrestricted
167716000
Funds Restricted
0
Funds Total
167716000
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
11 December 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2954000
Income Other
0
Income Total Income And Endowments
2954000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£745,000
Expenditure Charitable Expenditure
£4,843,000
Expenditure Other
0
Expenditure Total
5588000
Expenditure Investment Management
745000
Expenditure Grants Institution
4421000
Expenditure Governance
49000
Expenditure Support Costs
422000
Expenditure Depreciation
0
Gain Loss Investment
21268000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£172,406,000
Assets Total Fixed
175507000
Assets Own Use
3300000
Assets Long Term Investment
172207000
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,526,000
Assets Total Liabilities
£5,627,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£172,406,000
Creditors One Year Total Current
5197000
Creditors Falling Due After One Year
430000
Assets Cash
£2,211,000
Funds Endowment
0
Funds Unrestricted
172406000
Funds Restricted
0
Funds Total
172406000
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
7 December 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2577000
Income Other
0
Income Total Income And Endowments
2577000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£775,000
Expenditure Charitable Expenditure
£4,601,000
Expenditure Other
0
Expenditure Total
5376000
Expenditure Investment Management
775000
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
431000
Expenditure Depreciation
0
Gain Loss Investment
-4345000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£153,772,000
Assets Total Fixed
156051000
Assets Own Use
0
Assets Long Term Investment
156051000
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,444,000
Assets Total Liabilities
£4,723,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£153,772,000
Creditors One Year Total Current
4543000
Creditors Falling Due After One Year
180000
Assets Cash
£2,322,000
Funds Endowment
0
Funds Unrestricted
153772000
Funds Restricted
0
Funds Total
153772000
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
5 January 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2724000
Income Other
0
Income Total Income And Endowments
2724000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£884,000
Expenditure Charitable Expenditure
£4,433,000
Expenditure Other
0
Expenditure Total
5317000
Expenditure Investment Management
884000
Expenditure Grants Institution
4053000
Expenditure Governance
52000
Expenditure Support Costs
380000
Expenditure Depreciation
0
Gain Loss Investment
16671000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£160,916,000
Assets Total Fixed
161469000
Assets Own Use
0
Assets Long Term Investment
161469000
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,055,000
Assets Total Liabilities
£4,608,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£160,916,000
Creditors One Year Total Current
4298000
Creditors Falling Due After One Year
310000
Assets Cash
£3,775,000
Funds Endowment
0
Funds Unrestricted
160916000
Funds Restricted
0
Funds Total
160916000
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
14 December 2021
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2642000
Income Other
0
Income Total Income And Endowments
2642000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£796,000
Expenditure Charitable Expenditure
£3,702,000
Expenditure Other
0
Expenditure Total
4498000
Expenditure Investment Management
796000
Expenditure Grants Institution
3409000
Expenditure Governance
13000
Expenditure Support Costs
293000
Expenditure Depreciation
2000
Gain Loss Investment
30518000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£146,838,000
Assets Total Fixed
149764000
Assets Own Use
3300000
Assets Long Term Investment
146464000
Defined Benefit Pension Scheme
0
Assets Other Assets
£881,000
Assets Total Liabilities
£3,807,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£146,838,000
Creditors One Year Total Current
3577000
Creditors Falling Due After One Year
230000
Assets Cash
£248,000
Funds Endowment
0
Funds Unrestricted
146838000
Funds Restricted
0
Funds Total
146838000
Count Employees
3
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
116
Classification Type
What
Classification Description
Recreation
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
114
Classification Type
What
Classification Description
Armed Forces/emergency Service Efficiency
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name
Bernard Sunley Foundation
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2005-04-18T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 30 MARCH 2005. as amended on 04 Feb 2021
Charitable Objects
FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR OTHER CHARITABLE OBJECTS OR OBJECT ANYWHERE IN THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION SELECT AND WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING THE TRUSTEES MAY PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE-TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE IN THE PARISH OF ASHTON ROADE IN THE COUNTY OF NORTHAMPTON AND IN THE PARISHES ADJOINING THAT PARISH.PROVIDED ALWAYS THAT SUCH FACILITIES SHALL BE SO PROVIDED AS TO SATISFY THE CONDITIONS SPECIFIED IN SUB-SECTION (2) OF SECTION 1 OF THE RECREATIONAL CHARITIES ACT 1958.
Area Of Benefit
WORLDWIDE.

10 Official extract

Charity Other Names

Charity Name Id
455115
Charity Name Type
Previous name
Charity Name
THE BERNARD SUNLEY CHARITABLE FOUNDATION
Charity Name Id
618734
Charity Name Type
Working name
Charity Name
Bernard Sunley Foundation

11 Official extract

Charity Policy

Policy Name
Trustee expenses policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investment
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Serious incident reporting policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Paying staff
Policy Name
Internal charity financial controls policy and procedures