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.

Objects

The objects of the CIO for the public benefit are to benefit any charities or further any charitable purposes connected with commercial travellers or grocers or chemists, their husbands or wives, widows or widowers, civil partners or surviving civil partners, and children.

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 Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

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

Accounts audited by PricewaterhouseCoopers LLP. Discloses 5 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.

• 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
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

Source: this charity’s annual returns on the Charity Commission register.

Leadership, per the charity’s website

• Professor Anna Vignoles CBE FBA — Director (source)
• Elizabeth Dymond CBE FCA — Director of Finance (source)
• Sam White AIAB — Assistant Director of Finance (source)

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)

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 (5.3%) (benchmarks).

Register events

• Received assets from another charity (11/12/2015) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Alan Jopechair · trustee of 1 other charity
• Conny Helena Maria Braams · trustee of 1 other charity
• Dame Hayaatun Sillem DBE PhD · trustee of 4 other charities
• Graeme Pitkethly · trustee of 1 other charity
• John Richard Slater · trustee of 1 other charity
• Keith Weed · trustee of 1 other charity
• Mhairi McEwan · trustee of 1 other charity
• PROF KEITH GULL · trustee of 1 other charity
• Paul McNicholl · trustee of 1 other charity
• Quintin Rupert Salter Price · trustee of 1 other charity
• Susan Bjorg Garrard · trustee of 1 other charity

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

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

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 LEVERHULME TRUST.

• THE LEVERHULME TRUST income £124.5m
• THE LIMBOURNE TRUST income £120k
• TRELIX CHARITABLE TRUST income £55k
• LEWISHAM AND GREENWICH NHS TRUST CHARITABLE FUND income £271k
• CHARITIES TRUST income £74.4m
• KESWICK ENTERPRISES HOLDINGS CHARITABLE TRUST income £171k

Side by side with its peers

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