BritDB

CCEW Charity Commission profile

PETER SOWERBY FOUNDATION

Registered charity 1151978 · organisation 5037345

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
10 May 2013
Removed
Not supplied
Company number supplied
08492424
Financial period
1 October 2024 – 30 September 2025
Latest income
£1,358,619
Latest expenditure
£2,239,325
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Peter Sowerby Foundation, 29 St. John's Lane, LONDON, EC1M 4NA

Website recorded by the regulator: www.petersowerbyfoundation.com (displayed as text)

02 Activities

What the charity does

The Trustees' primary aim is to make grants to other UK registered or exempt charities and in particular charities falling within the categories of:a) Medical/ health/ sicknessb) Relief of povertyc) Community and environment

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 July 2026
Date Annual Return Received
21 July 2026
Date Accounts Received
21 July 2026
Total Gross Income
£1,358,619
Total Gross Expenditure
£2,239,325
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 July 2025
Date Annual Return Received
9 July 2025
Date Accounts Received
9 July 2025
Total Gross Income
£1,540,977
Total Gross Expenditure
£1,549,749
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 July 2024
Date Annual Return Received
2 July 2024
Date Accounts Received
2 July 2024
Total Gross Income
£1,187,366
Total Gross Expenditure
£1,601,036
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 July 2023
Date Annual Return Received
19 July 2023
Date Accounts Received
19 July 2023
Total Gross Income
£1,331,971
Total Gross Expenditure
£2,339,544
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 July 2022
Date Annual Return Received
1 July 2022
Date Accounts Received
1 July 2022
Total Gross Income
£27,889,816
Total Gross Expenditure
£4,843,909

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 October 2024
Fin Period End Date
30 September 2025
Ar Due Date
30 July 2026
Ar Received Date
21 July 2026
Total Gross Income
£1,358,619
Total Gross Expenditure
£2,239,325
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
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Due Date
30 July 2025
Ar Received Date
9 July 2025
Total Gross Income
£1,540,977
Total Gross Expenditure
£1,549,749
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
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
2 July 2024
Total Gross Income
£1,187,366
Total Gross Expenditure
£1,601,036
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Due Date
30 July 2023
Ar Received Date
19 July 2023
Total Gross Income
£1,331,971
Total Gross Expenditure
£2,339,544
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
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
1 July 2022
Total Gross Income
£27,889,816
Total Gross Expenditure
£4,843,909
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
No
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 October 2024
Fin Period End Date
30 September 2025
Ar Due Date
30 July 2026
Ar Received Date
21 July 2026
Income Donations And Legacies
2250
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1356369
Income Other
0
Income Total Income And Endowments
1358619
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£406,152
Expenditure Charitable Expenditure
£1,833,173
Expenditure Other
0
Expenditure Total
2239325
Expenditure Investment Management
406152
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
162923
Expenditure Depreciation
0
Gain Loss Investment
6247283
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£799,379
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£74,598,241
Assets Total Liabilities
£1,264,300
Assets Current Investment
72534562
Assets Total Assets And Liabilities
£73,333,941
Creditors One Year Total Current
901832
Creditors Falling Due After One Year
362468
Assets Cash
£2,063,679
Funds Endowment
0
Funds Unrestricted
73333941
Funds Restricted
0
Funds Total
73333941
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Due Date
30 July 2025
Ar Received Date
9 July 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1540977
Income Other
0
Income Total Income And Endowments
1540977
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£386,313
Expenditure Charitable Expenditure
£1,163,436
Expenditure Other
0
Expenditure Total
1549749
Expenditure Investment Management
386313
Expenditure Grants Institution
1012567
Expenditure Governance
150869
Expenditure Support Costs
150869
Expenditure Depreciation
0
Gain Loss Investment
6583757
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£67,967,364
Assets Total Fixed
67129833
Assets Own Use
599
Assets Long Term Investment
67129234
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,019,392
Assets Total Liabilities
£1,181,861
Assets Current Investment
0
Assets Total Assets And Liabilities
£67,967,364
Creditors One Year Total Current
922401
Creditors Falling Due After One Year
259460
Assets Cash
£1,944,870
Funds Endowment
0
Funds Unrestricted
67967364
Funds Restricted
0
Funds Total
67967364
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
2 July 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1187366
Income Other
0
Income Total Income And Endowments
1187366
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£306,335
Expenditure Charitable Expenditure
£1,294,701
Expenditure Other
0
Expenditure Total
1601036
Expenditure Investment Management
306335
Expenditure Grants Institution
1175845
Expenditure Governance
118856
Expenditure Support Costs
118856
Expenditure Depreciation
3590
Gain Loss Investment
2089229
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
1823035
Gain Loss Other
0
Reserves
£61,392,379
Assets Total Fixed
61452201
Assets Own Use
4189
Assets Long Term Investment
61448012
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,558,466
Assets Total Liabilities
£1,618,288
Assets Current Investment
0
Assets Total Assets And Liabilities
£61,392,379
Creditors One Year Total Current
1073977
Creditors Falling Due After One Year
544311
Assets Cash
£1,517,727
Funds Endowment
0
Funds Unrestricted
61392379
Funds Restricted
0
Funds Total
61392379
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Due Date
30 July 2023
Ar Received Date
19 July 2023
Income Donations And Legacies
421219
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
910752
Income Other
0
Income Total Income And Endowments
1331971
Income Legacies
421219
Income Endowments
0
Expenditure Raising Funds
£356,368
Expenditure Charitable Expenditure
£1,983,176
Expenditure Other
0
Expenditure Total
2339544
Expenditure Investment Management
356368
Expenditure Grants Institution
1978176
Expenditure Governance
5000
Expenditure Support Costs
206019
Expenditure Depreciation
3590
Gain Loss Investment
-3973678
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£59,716,820
Assets Total Fixed
59978862
Assets Own Use
7779
Assets Long Term Investment
59971083
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,399,454
Assets Total Liabilities
£2,661,496
Assets Current Investment
0
Assets Total Assets And Liabilities
£59,716,820
Creditors One Year Total Current
1693232
Creditors Falling Due After One Year
968264
Assets Cash
£1,870,402
Funds Endowment
0
Funds Unrestricted
59716820
Funds Restricted
0
Funds Total
59716820
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
1 July 2022
Income Donations And Legacies
27368318
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
521498
Income Other
0
Income Total Income And Endowments
27889816
Income Legacies
27368318
Income Endowments
0
Expenditure Raising Funds
£262,706
Expenditure Charitable Expenditure
£4,581,203
Expenditure Other
0
Expenditure Total
4843909
Expenditure Investment Management
262706
Expenditure Grants Institution
4382488
Expenditure Governance
12000
Expenditure Support Costs
186715
Expenditure Depreciation
0
Gain Loss Investment
4742250
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£64,698,071
Assets Total Fixed
57110189
Assets Own Use
11369
Assets Long Term Investment
57098820
Defined Benefit Pension Scheme
0
Assets Other Assets
£10,745,552
Assets Total Liabilities
£3,157,670
Assets Current Investment
0
Assets Total Assets And Liabilities
£64,698,071
Creditors One Year Total Current
2557269
Creditors Falling Due After One Year
600401
Assets Cash
£2,162,758
Funds Endowment
0
Funds Unrestricted
64698071
Funds Restricted
0
Funds Total
64698071
Count Employees
1
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
102
Classification Type
What
Classification Description
Education/training
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment

08 Official extract

Charity Event History

Charity Name
PETER SOWERBY FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2013-05-10T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 17/04/2013AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/09/2013 as amended on 14 Mar 2019
Charitable Objects
THE CHARITY'S OBJECTS ARE SUCH OBJECTS OR PURPOSES IN ANY PART OF THE WORLD AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES

10 Official extract

Charity Policy

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