THE LOFTHOUSE FOUNDATION

Registered charity 1038728 · accounts filings on the Charity Commission register · also known as LOFTHOUSE FOUNDATION

The provision of amenities and facilities for the benefit of the public.

Objects

THE FURTHERANCE OF SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE TOWN OF FLEETWOOD AND THE FYLDE COAST (INCLUDING ALL TOWNS AND LOCATIONS CONTAINED WITHIN THE AREA COVERED BY THE FY POSTAL CODE) AS THE TRUSTEES THINK FIT INCLUDING IN PARTICULAR BUT NOT SO AS TO LIMIT THE GENERALITY OF THE FOREGOING BY THE PROVISION OF SUCH AMENITIES AND FACILITIES FOR THE BENEFIT OF THE PUBLIC AS ARE NOT PROVIDED FROM PUBLIC FUNDS.

Area of benefit: THE TOWN OF FLEETWOOD AND THE FYLDE COAST (INCLUDING ALL TOWNS AND LOCATIONS CONTAINED WITHIN THE AREA COVERED BY THE FY POSTAL CODE).

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Economic/community Development/employment · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Wyre, North West, England (from the postcode on the register)

Latest income
£82.3m
Latest spending
£73.0m
Registered
1994
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted funds of £121,822,602, which is significantly higher than the stated policy target of maintaining sufficient reserves to cover unrestricted expenditure and respond to emergency grants. The charity reported a net movement in funds of £9,313,937 for the year, driven primarily by commercial trading activities, and the auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: to maintain unrestricted funds, which are the free reserves of the charity, at a level to provide sufficient investment income from which to cover unrestricted expenditure. This provides sufficient funds to cover management and administration and support costs and to respond to emergency applications for grants which arise from time to time. (reserves figure: £121.8m)
“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level to provide sufficient investment income from which to cover unrestricted expenditure. This provides sufficient funds to cover management and administration and support costs and to respond to emergency applications for grants which arise from time to time.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Lofthouse of Fleetwood Limited donated £25,000 to the Foundation.
“During the year, Lofthouse of Fleetwoad Limited donated £25,000 (2024 - £nif} to the Foundation.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Lofthouse of Fleetwood Limited
“On 12th May 2022, the charity became the majority shareholder in the trading company Lofthouse of Fleetwood Limited.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Xeinadin Audit Ltd. Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

  • Has a trading subsidiary
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

  • Has a trading subsidiary
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

  • Has a trading subsidiary
  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

LOFTHOUSE OF FLEETWOOD LIMITED — per its own Companies House accounts
  • Turnover: £79.2m
  • Profit before tax: £13.6m
  • Donated/gift-aided to the charity: £25k
“Donations totalling £25,000 (2024 - Nil) were made to the Lofthouse Foundation during the year. This is a charitable organisation of which both the directors of the company are Trustees and has a majority shareholding in the company.”

Structured financials (annual return, FY ending 31/12/2025)

Total income
£82.3m
Total spending
£73.0m
Reserves (reported)
£7.9m
Employees
0

Reported reserves equal ~1.3 months of spending — in the bottom quarter for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Other trading activities (96% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.7%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Lancashire

Income and spending

Financial year endIncomeSpending
31/12/2025£82.3m£73.0m
31/12/2024£66.3m£61.8m
31/12/2023£67.4m£64.6m
31/12/2022£78.4m£32.9m
31/12/2021£175k£50k

Common questions

Is THE LOFTHOUSE FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted funds of £121,822,602, which is significantly higher than the stated policy target of maintaining sufficient reserves to cover unrestricted expenditure and respond to emergency grants. The charity reported a net movement in funds of £9,313,937 for the year, driven primarily by commercial trading activities, and the auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Xeinadin Audit Ltd.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE HELPING FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE LOFTHOUSE FOUNDATION£82.3m——unclear—no doubt
THE HELPING FOUNDATION FY2025£23.9m—0unclear—no doubt
Lloyd's of London Foundation FY2025£7.3m—0above—no doubt
THE ROYAL ALBERT AND ST SWITHUN'S HOMES FY2025£205k—0unclear—no doubt
THE CHARTERHOUSE CHARITABLE TRUST FY2025£58k—0above—no doubt
THE WAREHOUSE TRUST FY2025£95k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.