Bernard Sunley Foundation logo

Bernard Sunley Foundation

#1109099
Charitable companyLargeRegistered
www.bernardsunley.org

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.

Latest HighlightsFY 2024

Income

All sources

£2,954,000
Expenditure

All activities

£5,588,000
Net Reserves

Unrestricted funds

£172,406,000
Total Assets

Gross assets

£178,033,000
Working Capital

Liquidity

£-2,986,000

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
370.2 months
Median: 3.8 monthsTop quartile
Income Growth (1yr)
14.6%
Median: 7.4%Around typical
Spending Efficiency
86.7%
Median: 97.8%Below typical
Income Concentration
100.0%
Median: 87.9%Below typical
Fundraising ROI
4.0x
Median: 19.2xBelow typical
Income Volatility
11.3%
Median: 20.6%Around typical
Self-Generated Income
100.0%
Median: 82.9%Top quartile
3-Year Income CAGR
3.8%
Median: 7.8%Around typical

Efficiency & Health

Charitable Spending
86.7%
Fundraising Eff.

% income retained

4.0%
Governance Cost

% of expenditure

0.9%
Grant Making

% given away

91.3%
Debt Ratio

% of assets

3.2%
Survival Ratio

Months of reserves

370.2 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

14.6%
Income CAGR (3yr)

Compound growth

3.8%
Volatility

Stable

11.3%
Reserves Trend

Direction

Building

Governance

Employees

Staff count

3
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

0:1
Revenue/Employee

Per head

£984,667
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

33.3%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

Related Charities

Similar charities in Armed Forces/emergency Service Efficiency