THE LOCKWOOD CHARITABLE FOUNDATION

Registered charity 1123272 · accounts filings on the Charity Commission register

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

Area of benefit: UNDEFINED. IN PRACTICE NATIONAL

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 · Disability · The Prevention Or Relief Of Poverty · Economic/community Development/employment · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Guildford, South East, England (from the postcode on the register)

Latest income
£2.8m
Latest spending
£1.5m
Registered
2008
Accounts read
FY2025

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.

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

What the accounts disclose

Reserves policy: maintaining sufficient reserves to generate income in future periods to distribute (reserves figure: £7.6m)
“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 FY2025 accounts as filed with the Charity Commission.

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

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 05/04/2023 (received 15/04/2024, 70 days after the 05/02/2024 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 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 4.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (73% 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: 0.2% of total income — below the median for charities its size (5.3%) (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
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

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£1.4m

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE LOCKWOOD CHARITABLE FOUNDATION£2.8m—0unclear—no doubt
LYNWOOD CHARITABLE FOUNDATION FY2025£2.3m—0above—no doubt
THE LEONARD CHADWICK CHARITABLE TRUST FY2025£47k—0unclear—no doubt
THE LONGFORD CHARITABLE TRUST FY2025£143k—0unclear—no doubt
THE LOCKER FOUNDATION FY2026£461k——unclear—no doubt
THE LORD COCKFIELD MEMORIAL TRUST FY2025£171k—0unclear—noted

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