THE LERI CHARITABLE TRUST
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.
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.
What the accounts disclose
“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
“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
Policies the charity declares
- 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
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
From the charity’s annual return (Part A, self-declared)
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
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).
Structured financials (annual return, FY ending 02/03/2024)
Trustees
- Alison Lesley Caroline Broadberry
- John Joseph Ryan
- LEON ROSSELSON
- RUTH ROSSELSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LERI CHARITABLE TRUST | £486k | — | 0 | unclear | — | no doubt |
| THE HARLEA CHARITABLE TRUST | £22k | — | 0 | unclear | — | no doubt |
| THE MOREL CHARITABLE TRUST | £60k | — | 0 | unclear | — | no doubt |
| THE STENI TRUST | £60k | — | 0 | above | — | no doubt |
| THE CHARIS TRUST | £591k | — | 0 | unclear | — | no doubt |
| THE LHR CHARITABLE FOUNDATION | £64k | — | 0 | within | 0.0% | no doubt |