THE LIVESEY FOUNDATION
The trusts objects and principal activities are to hold the capital and income of the trust fund upon trust to apply the income, and all or such part or parts of the capital, at such time or times and in such manner to, or for the promotion of urban or rural regeneration in areas of social and economic deprivation.
Objects
THE CHARITABLE OBJECTS OF THE CHARITY ARE TO ADVANCE SUCH EXCLUSIVELY CHARITABLE OBJECTS UNDER THE LAW OF ENGLAND AND WALES AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT FROM TIME TO TIME.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves totalled £1,708,343 at year-end, with the majority held as social investment property. The charity reported a net movement in funds of £77,092, driven by donations and investment income exceeding charitable expenditure. The trustees confirmed adequate resources for going concern and noted that reserves are reviewed annually to meet working capital needs.
What the accounts disclose
“The Trustees have examined the charity's requirements for reserves in light of the main risks to the organisation. It has established a policy whereby the level of unrestricted funds which have been neither committed nor invested in tangible fixed assets held by the charity should be sufficient to cover the proposed expenditure of the charity in the following year.” — page 5
“During the year, donations were received of £100,000 (2024 - £nil) from D Livesey, a Trustee of the Charity.” — page 18
Policies the charity declares
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Volunteer management
Structured financials (annual return, FY ending 31/12/2023)
Trustees
- DAVID CHRISTOPHER LIVESEYchair
- DIANA CONN
- HAZEL MARGARET LIVESEY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £131k | £54k |
| 31/12/2024 | £10k | £61k |
| 31/12/2023 | £876k | £24k |
| 31/12/2022 | £257k | £30k |
| 31/12/2021 | £47k | £33k |
Common questions
Is THE LIVESEY FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves totalled £1,708,343 at year-end, with the majority held as social investment property. The charity reported a net movement in funds of £77,092, driven by donations and investment income exceeding charitable expenditure. The trustees confirmed adequate resources for going concern and noted that reserves are reviewed annually to meet working capital needs. Its FY2025 accounts were independently examined.