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THE LERI CHARITABLE TRUST

Registered charity 1075107 · accounts filings on the Charity Commission register

Full details of the charity's areas of support are contained in the annual accounts and include those in need by reason of poverty, youth, age, ill-health, disability,financial hardship.human rights, religious or racial harmony or equality and diversity; education, the arts, health and care of the elderly;refugees and asylum seekers. Applications for grants are by invitation only

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Human Rights/religious Or Racial Harmony/equality Or Diversity · Grant history (this charity is a funder) · Get email alerts

Latest income
£486k
Latest spending
£1.1m
Registered
1999
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity incurred a net expenditure of £799,658, resulting in a net movement in funds of £659,704. Per the trustees' report, the charity maintains a reserves policy to keep capital sufficient to produce annual income and cover volatility. The total unrestricted funds stood at £17,036,713 at the year end.

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

What the accounts disclose

Reserves policy: maintain the capital fund at a level which they judge to be necessary to produce an annual income sufficient to enable the Trust to meet its objectives and the cost of so doing and the income fund at a level which would allow the Trust to continue making disbursements in periods of short-term income or expenditure volatility (held: £17.0m)
“The reserves policy established by the Trustees is to maintain the capital fund at a level which they judge to be necessary to produce an annual income sufficient to enable the Trust to meet its objectives and the cost of so doing and the income fund at a level which would allow the Trust to continue making disbursements in periods of short-term income or expenditure volatility.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Edwin Coe LLP - An entity in which A Broadberry is a partner. Fees for services amounting to £159,659 (2024: £168,102) were rendered by Edwin Coe LLP. These services were provided on standard commercial terms.
“Edwin Coe LLP - An entity in which A Broadberry is a partner. Fees for services amounting to £159,659 (2024: £168,102) were rendered by Edwin Coe LLP. These services were provided on standard commercial terms.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Haslers. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 02/03/2024)

Total income
£6.5m
Total spending
£1.3m
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (95% 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 (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
02/03/2025£486k£1.1m
02/03/2024£6.5m£1.3m
02/03/2023£183k£832k
02/03/2022£216k£800k
02/03/2021£305k£818k

Common questions

Is THE LERI CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity incurred a net expenditure of £799,658, resulting in a net movement in funds of £659,704. Per the trustees' report, the charity maintains a reserves policy to keep capital sufficient to produce annual income and cover volatility. The total unrestricted funds stood at £17,036,713 at the year end. Its FY2025 accounts were audited by Haslers.

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.

FunderSimilar charities fundedAmount to them
SF FOUNDATION1£445k
ISSA FOUNDATION1£415k
FRIENDS OF WMSBG-KOLEL DAMESEK ELIEZER1£181k
GERSON BERGER ASSOCIATION LIMITED1£180k
CML - CHEVRAS MO'OZ LADOL1£159k
FRIENDS OF WIZNITZ LIMITED1£122k
WISEHEIGHTS LIMITED1£115k
SHULEM B. ASSOCIATION LIMITED1£105k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE LERI CHARITABLE TRUST£486k—0unclear—no doubt
THE CHARIS TRUST FY2025£591k—0unclear—no doubt
THE LISIEUX TRUST LIMITED FY2025£3.8m—0within—no doubt
REACHING THE UNREACHED FY2025£773k—0unclear—no doubt
THE HUMANITARIAN TRUST FY2025£240k—0unclear—no doubt
INTERNATIONAL HUMANITARIAN RELIEF FY2024£406k—0unclear—no doubt

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