JOSEPH LEVY FOUNDATION

Registered charity 1165225 · accounts filings on the Charity Commission register

Makes grants to organisations set up for charitable purposes

Objects

THE OBJECTS OF THE CIO ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE CHARITY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.'CHARITABLE PURPOSES' MEANS PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAW OF ENGLAND AND WALES.

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 · Grant history (this charity is a funder) · website · Get email alerts

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

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased to £74,303 from £134,417 in the prior year, resulting in a net expenditure of £60,114 against incoming resources of £757,079. The charity holds a significant investment portfolio valued at £21,616,999, which generated £225,920 in net gains. The trustees report that the charity is a going concern with no material uncertainties identified regarding its ability to continue operations.

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

What the accounts disclose

Accounts audited by Crowe U.K. LLP. Discloses 4 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 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
• 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

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.

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)

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

• Received assets from another charity (19/04/2017) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• JANE NINOT JASON OBEchair · trustee of 2 other charities
• Claire Louise Brown
• Henry Cecil Lucas Donne
• JAMES PAUL JASON · trustee of 3 other charities
• Katie Samantha Ellison
• Mark Guy Jason

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 FILEY FOUNDATION LTD.

• FILEY FOUNDATION LTD income £271k
• THE JOSEPH LEVY ENDOWMENT TRUST income £34k
• THE RALPH LEVY CHARITABLE COMPANY LIMITED income £764k
• LITTLE GIVING income £650k
• THE FOUNDATION FOR THE PROMOTION OF WELL-BEING income £432k
• GEOFFREY JOHN KAYE CHARITABLE FOUNDATION income £27k

Side by side with its peers

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