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. GRANT APPLICATIONS ARE BY INVITATION ONLY

Objects

[1] THE RELIEF OF PERSONS WHO ARE IN CONDITIONS OF NEED HARDSHIP OR DISTRESS AS A RESULT OF LOCAL NATIONAL OR INTERNATIONAL DISASTER OR BY REASONS OF THEIR SOCIAL AND ECONOMIC CIRCUMSTANCES .[B] THE ADVANCEMENT OF EDUCATION AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES.[C] SUCH OTHER PURPOSES BENEFICIAL TO THE COMMUNITY AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES.

Area of benefit: NATIONAL AND OVERSEAS

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 · 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

Registered contact address: Camden, London, England (from the postcode on the register)

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 (reserves figure: £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.

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 02/03/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 02/03/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 02/03/2023

  • Grant-making is its main activity

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

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 02/03/2024 (received 11/02/2025, 40 days after the 02/01/2025 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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 7.2 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 (3.2%) (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.

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE LERI CHARITABLE TRUST£486k—0unclear—no doubt
THE HARLEA CHARITABLE TRUST FY2024£22k—0unclear—no doubt
THE MOREL CHARITABLE TRUST FY2025£60k—0unclear—no doubt
THE STENI TRUST FY2026£60k—0above—no doubt
THE CHARIS TRUST FY2025£591k—0unclear—no doubt
THE LHR CHARITABLE FOUNDATION FY2026£64k—0within0.0%no doubt

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