THE FOUNDATION OF LADY KATHERINE LEVESON

Registered charity 1146710 · accounts filings on the Charity Commission register

To relieve elderly people and those in poor health who are in need by providing accommodation, services or facilities to relieve the needs of such persons.To advance the education of the pupils through the Educational Foundation.To advance the education of the public in the subject of ageing, spirituality and social policy.To advance the Christian religion for the benefit of the public.

Objects

1. TO RELIEVE ELDERLY PEOPLE AND THOSE IN POOR HEALTH WHO ARE IN NEED BY PROVIDING ACCOMMODATION, SERVICES OR FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS.2. TO ADVANCE THE EDUCATION OF THE PUPILS THROUGH THE EDUCATIONAL FOUNDATION.3. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF AGEING, SPIRITUALITY AND SOCIAL POLICY.4. TO ADVANCE THE CHRISTIAN RELIGION FOR THE BENEFIT OF THE PUBLIC.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Accommodation/housing · Religious Activities · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the Foundation generated an operating surplus of £207k and a net movement in funds of £744k, driven by a donation transfer of £462k and investment gains. However, the governors note that the core operations, particularly the care home, generate a loss when notional rent is included, and the charity faces ongoing financial pressures from volatile economics and high maintenance costs for historic buildings.

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

What the accounts disclose

Accounts audited by Dafferns Audit Limited. Discloses 6 of 6 completeness components.

Year-over-year changes

• Top pay band moved from unclear (FY2024) to more than £60,000 (FY2025).
• Employees paid over £60,000: 1 (FY2024) → 2 (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• 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
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Corporate structure

• Registered company of the charity Companies House 07890553

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• MACPHERSON, Robert John — director, appointed 20/07/2022on trustee list
• HAMMETT, Nicola — director, appointed 23/05/2022on trustee list
• BURROW, Andrew Stephen, Councillor — director, appointed 17/05/2022on trustee list
• MATTHEWS, Carol Anne — director, appointed 25/01/2022on trustee list
• HOPKINSON, Clare Diana — director, appointed 04/01/2017on trustee list
• VISCOUNT DAVENTRY, James Edward, The Rt Hon — director, appointed 22/12/2011not on trustee list
• BELL, David Stewart — director, appointed 22/12/2011on trustee list
• DUGDALE, William Matthew Stratford — director, appointed 22/12/2011on trustee list
• EVANS, Jonathan — director, appointed 22/12/2011on trustee list
• FETHERSTON-DILKE, Michael Charles — director, appointed 22/12/2011on trustee list
• WOODMAN, Susan — secretary, appointed 22/12/2011

Official officers record.

CQC provider record: The Foundation of Lady Katherine Leveson — Registered, 1 registered location, 2 regulated activities, last inspected 04/03/2021.charity number confirmed by CQC CQC record

Structured financials (annual return, FY ending 30/06/2025)

Reported reserves equal ~26.1 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 11.9% of total income — above the median for charities its size (5.2%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

• The Foundation of Lady Katherine Leveson: Good (28/11/2019) · CQC record

Trustees · trustee networks

• Carol Anne Matthews · trustee of 1 other charity
• Clare Diana Hopkinson
• Councillor Andrew Stephen Burrow · trustee of 1 other charity
• DAVID BELL
• Jonathan Evans · trustee of 3 other charities
• MICHAEL FETHERSTON-DILKE · trustee of 2 other charities
• Nicola Hammett · trustee of 1 other charity
• Robert John Macpherson · trustee of 1 other charity
• THE RT HON VISCOUNT JAMES DAVENTRY · trustee of 1 other charity
• WILLIAM MATTHEW STRATFORD DUGDALE · trustee of 3 other charities

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

Operates in: Solihull · Warwickshire

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ROYAL FOUNDATION OF ST KATHARINE.

• THE ROYAL FOUNDATION OF ST KATHARINE income £3.1m
• THE RANK FOUNDATION LIMITED income £14.2m
• THE BEAVERBROOK FOUNDATION income £118k
• CONGREGATION OF THE URSULINES OF JESUS income £1.6m
• HOBDEN FOUNDATION income £176k
• AL KHIDMAH FOUNDATION income £164k

Side by side with its peers

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