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JOSEPH LEVY FOUNDATION

Registered charity 1165225 · accounts filings on the Charity Commission register

Makes grants to organisations set up for charitable purposes

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£757k
Latest spending
£817k
Registered
2016
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds increased to £21,691,302, driven by a £225,920 net gain on investments, while unrestricted reserves stood at £74,303. The charity reported a net expenditure on charitable activities of £716,136 against incoming resources of £757,079, resulting in a net movement in funds of £165,806. The trustees maintain that the charity is a going concern with no material uncertainties identified.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £74k; policy: maintain the future levels of grants to charities in real terms, as far as possible)
“The Foundation has adopted a policy to maintain the future levels of grants to charities in real terms, as far as possible. To achieve this, the actual income received in any year will be supplemented, if necessary, from capital which the trustees have the right to distribute if required. It is the trustees’ intention and policy, however, to maintain the capital value of the fund to be able to continue to support charitable activities in the longer term.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Rent paid to trustees John and Jane Jason
“The Joseph Levy Foundation office is rented from John and Jane Jason (Chair) at open market value. During the year the Foundation paid rent of £24,000 (2024: £60,462). The office service charge is managed by Kirkby Diamond an independent property management company. During the year, some utility costs were re-charge to the Foundation by Charles Follett Limited, a company of which Trustees James Jason and Mark Jason are also Directors, via Kirkby Diamond. The Foundation paid service charges of £9,327 (2024: £9,044). During the year, Bloomsbury Football Foundation were granted £Nil (2024: £19,223) where Katy Ellison, Trustee, family member uses the services provided by the charity. Changing Faces was recommended by a friend of Katy Ellison, Trustee, which resulted in a donation of £Nil (2024: £1,000) during the year.” — page 38
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Crowe U.K. LLP. Discloses 4 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£757k
Total spending
£817k
Cost of raising funds
£101k
Reserves (reported)
£74k
Employees
2

Reported reserves equal ~1.1 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

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: 13.3% of total income — in the top quarter for charities its size (median 4.9%) (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
31/03/2025£757k£817k
31/03/2024£760k£656k
31/03/2023£786k£678k
31/03/2022£845k£3.9m
31/03/2021£897k£1.1m

Common questions

Is JOSEPH LEVY FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that total funds increased to £21,691,302, driven by a £225,920 net gain on investments, while unrestricted reserves stood at £74,303. The charity reported a net expenditure on charitable activities of £716,136 against incoming resources of £757,079, resulting in a net movement in funds of £165,806. The trustees maintain that the charity is a going concern with no material uncertainties identified. Its FY2025 accounts were audited by Crowe U.K. 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.

FunderSimilar charities fundedAmount to them
JNF CHARITABLE TRUST1£80k
THE ADRIAN SWIRE CHARITABLE TRUST1£40k
THE DUNITZ FOUNDATION1£26k
THE MUTLEY FOUNDATION1£20k
THE CARMONA CHARITABLE TRUST1£7k
THE LYNNE AND NIGEL ROSS CHARITABLE TRUST1£5k
J E JOSEPH CHARITABLE FUND1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE DAVID WILSON FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
JOSEPH LEVY FOUNDATION£757k——below—no doubt
THE DAVID WILSON FOUNDATION FY2025£313k——unclear—no doubt
THE MANIFOLD CHARITABLE TRUST FY2025£735k—0unclear—no doubt
JFS CHARITABLE TRUST LIMITED FY2025£1.8m—0unclear—no doubt
THE SAID BUSINESS SCHOOL FOUNDATION FY2025£1.4m——unclear—no doubt
THE JOHN BLACK CHARITABLE FOUNDATION FY2025£4.1m—1unclear—no doubt

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