COMMUNITY FOUNDATIONS FOR LANCASHIRE AND MERSEYSIDE

Registered charity 1068887 · accounts filings on the Charity Commission register · also known as COMMUNITY FOUNDATION FOR MERSEYSIDE

We are part of a national movement of community foundations that undertakes strategic social investment, including grant-making, facilitates community philanthropy and contributes to achieving positive social change in communities.

Objects

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE UNITED KINGDOM BUT PRIMARILY WITHIN THE FOLLOWING AREAS: 1. THE FIVE METROPOLITAN BOROUGHS PRESENTLY CONSTITUTING THE AREA OF THE COUNTY OF MERSEYSIDE NAMELY THE CITY OF LIVERPOOL AND THE METROPOLITAN BOROUGHS OF WIRRAL, SEFTON, KNOWSLEY AND ST HELENS TOGETHER WITH THE AREA OF HALTON BOROUGH COUNCIL; 2. THE COUNTY OF LANCASHIRE AND THE BOROUGHS OF BLACKBURN WITH DARWEN AND BLACKPOOL.

Area of benefit: 1. THE FIVE METROPOLITAN BOROUGHS PRESENTLY CONSTITUTING THE AREA OF THE COUNTY OF MERSEYSIDE NAMELY THE CITY OF LIVERPOOL AND THE METROPOLITAN BOROUGHS OF WIRRAL, SEFTON, KNOWSLEY AND ST HELENS TOGETHER WITH THE AREA OF HALTON BOROUGH COUNCIL; 2. THE COUNTY OF LANCASHIRE AND THE BOROUGHS OF BLACKBURN WITH DARWEN AND BLACKPOOL.

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

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

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

Financial health, per its FY2026 accounts

The accounts state that the charity realized a small deficit of £25,172 in unrestricted funds for the year ended 31 March 2026, primarily due to realized losses on investments. However, the trustees note that the charity is more than breaking even over a three-year period, and total funds grew significantly to £51.6 million, driven by a major endowment transfer. Free general reserves of £735,848 were held at year-end, which the trustees confirm are sufficient to cover nine months of budgeted costs, exceeding their six-month policy target.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Mitchell Charlesworth (Audit) Limited. Discloses 4 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.

• Bullying and harassment policy and procedures
• Complaints handling
• 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
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

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.

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

Corporate structure

• Registered company of the charity Companies House 03422207

Public fundraising profile: JustGiving — Community Foundations for Lancashire and Merseyside (matched by registered charity number).

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• The ACC Liverpool Group — “In 2014 they established a fund with ourselves to support charitable organisations across Merseyside.” (source page)
• BHP — “BHP Established their fund with us in 2008. The BHP Billiton fund is aimed at tackling pollution, nature conservation, and increasing green …” (source page)
• Comic Relief — “Community Foundation for Merseyside worked with Comic Relief to deliver funding for almost a decade.” (source page)
• Evelyn Partners — “Evelyn Partners established their fund with us in 2015. It works to support young peoples development through funding mentoring schemes, edu…” (source page)
• Financial Planning Corporation — “FPC was one of the first financial planning firms in the UK to be awarded Chartered Status in 2008. Regarded as the ‘gold standard’ in their…” (source page)
• Grosvenor — “Grosvenor are an international organisation focused on urban property, amongst many other things. Grosvenor developed and actively manages L…” (source page)
• Hill Dickinson — “In 2015 they established a fund to distribute grants to groups in the cities where each of their UK offices are based; Liverpool, Manchester…” (source page)
• Jamie Carragher — “In 2009 he established the “23 Foundation” to support local Merseyside youth.” (source page)
• Liverpool ONE — “In 2009 Liverpool One established a fund to support the mental health of young people throughout Merseyside.” (source page)
• Medicash — “In 2007 they established a fund to support local community groups at the heart of Merseyside” (source page)
• Merseyside Police & Crime Commissioner — “In 2017 the office of the Merseyside Police & Crime Commissioner partnered with ourselves to distribute funds throughout Merseyside with the…” (source page)
• Merseyside Violence Reduction Partnership — “In 2020 they established their VRP fund with a focus on reducing violence through sports, art, and culture.” (source page)
• MHA — “In 2023 they launched their own North West regional charitable foundation, The 1892 Foundation. The 1892 Foundation funds projects which pro…” (source page)
• Peel Ports Group — “In 2008 they established the Peel Ports 500 Fund to support local Merseyside community groups.” (source page)
• The Momentum Group — “In 2019 they established the Momentum Foundation to support local groups in Merseyside.” (source page)

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• ROONEY, Philip James — director, appointed 07/08/2025on trustee list
• GUPTA, Ram Prakash — director, appointed 07/01/2025on trustee list
• MYERS, Andy — director, appointed 05/12/2024on trustee list
• DEV, Rajni — director, appointed 02/11/2023on trustee list
• PICKERILL, Sarah — director, appointed 02/11/2023on trustee list
• WELSH, Neil Andrew — director, appointed 02/11/2022on trustee list
• HOWITT, Donna Louise — director, appointed 05/11/2020on trustee list
• ZAMAN, Nasima Bahadur — director, appointed 05/11/2020on trustee list

Official officers record.

Public profiles (found on the charity’s own website): facebook (1,847 followers)

Structured financials (annual return, FY ending 31/03/2026)

Reported reserves equal ~2.0 months of spending — below the median for charities its size (median 4.6 months; benchmarks).

Per its annual return, cost of raising funds: 0.8% of total income — below the median for charities its size (3.7%) (benchmarks).

Register events

• Received assets from another charity (15/03/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (03/06/2021) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (03/11/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (26/03/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (12/11/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (26/06/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• William Wareingchair
• Andy Myers
• Donna Louise Howitt
• Nasima Bahadur Zaman
• Neil Welsh
• Philip Rooney
• Rajni Dev
• Ram Gupta
• Sarah Pickerill

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

Operates in: Blackburn With Darwen · Blackpool · Halton · Knowsley · Lancashire · Liverpool City · Sefton · St Helens · Warrington · Wirral

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

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 UK COMMUNITY FOUNDATIONS.

• UK COMMUNITY FOUNDATIONS income £11.3m
• DERBYSHIRE COMMUNITY FOUNDATION income £1.1m
• COMMUNITY COUNCIL OF LANCASHIRE income £738k
• COUNTY OF GLOUCESTERSHIRE COMMUNITY FOUNDATION income £583k
• LOCALGIVING FOUNDATION income £8.0m
• OXFORDSHIRE COMMUNITY FOUNDATION income £2.1m

Side by side with its peers

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