THE LOCKWOOD CHARITABLE FOUNDATION
Makes grants and donations to charities and individuals for general charitable purposes.
Objects
1 TO RELIEVE SICKNESS AND PROTECT AND PRESERVE PUBLIC HEALTH THROUGH FUNDING SPECIFIC PROJECTS TO BENEFIT THE SICK AND TERMINALLY ILL2 TO ADVANCE EDUCATION BY PROVIDING AND ASSISTING IN THE PROVISION OF SERVICES AND EQUIPMENT FOR SCHOOLS, COLLEGES AND UNIVERSITIES3 TO PROVIDE FINANCIAL SUPPORT IN FURTHERANCE OF THE CHARITABLE PURPOSES OF INSTITUTIONS SUCH AS MUSEUMS, LIBRARIES AND ART GALLERIES4 TO ADVANCE THE CHRISTIAN RELIGION FOR THE BENEFIT OF THE PUBLIC5 TO FURTHER SUCH OTHER PURPOSES WHICH ARE CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES THINK FIT PROVIDING THAT IN SO DOING THE CHARITY SHALL NOT RELIEVE ANY LOCAL AUTHORITY OR OTHER BODY FROM ITS STATUTORY OBLIGATIONS
Financial health, per its FY2025 accounts
The accounts state that free unrestricted reserves stood at £7,636,099, representing a net increase of £1,450,066 for the year. The Trustees consider reserves adequate to generate sufficient investment income to continue charitable giving, with no material uncertainties regarding going concern identified by the auditors.
What the accounts disclose
“The Trustees’ policy is to distribute the Foundation’s incoming resources by way of grants and donations together with grants and donations from reserves if it deems the related grant or donation will furtherance the objectives of the Foundation whilst maintaining sufficient reserves to generate income in future periods to distribute.” — page 5
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- 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 05/04/2023 (received 15/04/2024, 70 days after the 05/02/2024 due date).
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- RICHARD LOCKWOODchair
- Dr REBECCA KATHERINE LOCKWOOD
- LESLEY ANN LOCKWOOD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £2.8m | £1.5m |
| 05/04/2024 | £446k | £365k |
| 05/04/2023 | £514k | £182k |
| 05/04/2022 | £363k | £239k |
| 05/04/2021 | £303k | £137k |
Common questions
Is THE LOCKWOOD CHARITABLE FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that free unrestricted reserves stood at £7,636,099, representing a net increase of £1,450,066 for the year. The Trustees consider reserves adequate to generate sufficient investment income to continue charitable giving, with no material uncertainties regarding going concern identified by the auditors. Its FY2025 accounts were audited by F, W. Smith, Riches & Co..
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HENDON FAMILIES SYNAGOGUE LIMITED | 1 | £1.4m |
Charities like this
- LYNWOOD CHARITABLE FOUNDATION
- THE LEONARD CHADWICK CHARITABLE TRUST
- THE LONGFORD CHARITABLE TRUST
- THE LOCKER FOUNDATION
- THE LORD COCKFIELD MEMORIAL TRUST
- M I CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LOCKWOOD CHARITABLE FOUNDATION | £2.8m | — | 0 | unclear | — | no doubt |
| LYNWOOD CHARITABLE FOUNDATION | £2.3m | — | 0 | above | — | no doubt |
| THE LEONARD CHADWICK CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |
| THE LONGFORD CHARITABLE TRUST | £143k | — | 0 | unclear | — | no doubt |
| THE LOCKER FOUNDATION | £461k | — | — | unclear | — | no doubt |
| THE LORD COCKFIELD MEMORIAL TRUST | £171k | — | 0 | unclear | — | noted |