LEVERHULME TRADE CHARITIES TRUST

Registered charity 1159171 · accounts filings on the Charity Commission register

Providing benefits for charities and individuals connected with Commercial Travellers, Grocers or Chemists by making grants to charities having connections with the three categories of beneficiaries and making undergraduate and postgraduate bursaries to individuals connected with the three categories.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£3.1m
Latest spending
£5.4m
Registered
2014
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £110.3m, which the trustees consider to be in line with their policy target of maintaining the real value of reserves over the long term. The charity reported total investment income of £3.1m and net expenditure of £5.4m, resulting in a net increase in funds. The trustees and auditors confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: at least maintain the real value of the level of reserves over the long term (held: £110.3m)
“It is Trust policy to at least maintain the real value of the level of reserves over the long term and to maintain sufficient liquidity to meet its commitments.” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Trust received dividend income from Unilever PLC and holds shares in Unilever PLC.
“In 2025, the Trust received dividend income of £1,938,000 from Unilever PLC (2024: £1,835,000). The Trust's investments include £53,994,000 of ordinary shares held in Unilever PLC (2024: £56,850,000).” — page 24
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PricewaterhouseCoopers LLP. Discloses 5 of 6 completeness components.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/12/2025)

Total income
£3.1m
Total spending
£5.4m
Cost of raising funds
£121k
Reserves (reported)
£110.3m
Employees
0

Per its annual return, largest income source: Investments (100% 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: 4.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2025£3.1m£5.4m
31/12/2024£2.3m£2.8m
31/12/2023£3.1m£4.6m
31/12/2022£3.0m£2.7m
31/12/2021£3.0m£2.6m

Common questions

Is LEVERHULME TRADE CHARITIES TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £110.3m, which the trustees consider to be in line with their policy target of maintaining the real value of reserves over the long term. The charity reported total investment income of £3.1m and net expenditure of £5.4m, resulting in a net increase in funds. The trustees and auditors confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by PricewaterhouseCoopers LLP.

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 LEVERHULME TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
LEVERHULME TRADE CHARITIES TRUST£3.1m—0above—no doubt
THE LEVERHULME TRUST FY2025£124.5m——above—no doubt
LONDON CHAMBER OF COMMERCE AND INDUSTRY COMMERCIAL EDUCATION TRUST FY2025£246k—0unclear—no doubt
LORD LEVERHULME'S CHARITABLE TRUST FY2025£965k—0above—no doubt
The Leathersellers' Foundation FY2024£7.8m£60,001 - £70,0002above—no doubt
LUBAVITCH EDUCATION TRUST FY2025£311k—0unclear—no doubt

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