Charity Accounts Intelreading the accounts so you don’t have to

THE LOCKWOOD CHARITABLE FOUNDATION

Registered charity 1123272 · accounts filings on the Charity Commission register

Latest income
£2.8m
Latest spending
£1.5m
Registered
2008
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that unrestricted reserves decreased to £5,840,464 from £5,918,153 in the prior year, primarily due to an unrealised loss on investment holdings. The charity reported a net decrease in funds of £77,689 for the year, driven by market value fluctuations, while investment income remained sufficient to cover charitable grants and support costs. The trustees and auditors confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.

What the accounts disclose

Reserves policy: maintaining sufficient reserves to generate income in future periods to distribute (held: £5.8m)
“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
Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by F. W. Smith, Riches & Co..

Structured financials (annual return, FY ending 05/04/2025)

Total income
£2.8m
Total spending
£1.5m
Cost of raising funds
£5k
Reserves (reported)
£7.6m
Employees
0

Reported reserves equal ~59.5 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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?

The accounts state that unrestricted reserves decreased to £5,840,464 from £5,918,153 in the prior year, primarily due to an unrealised loss on investment holdings. The charity reported a net decrease in funds of £77,689 for the year, driven by market value fluctuations, while investment income remained sufficient to cover charitable grants and support costs. The trustees and auditors confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2023 accounts were audited by F. W. Smith, Riches & Co..

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
THE HENDON FAMILIES SYNAGOGUE LIMITED1£929k

Charities like this

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