THE LIVEWELL FOUNDATION
Financial health, per its FY2023 accounts
The accounts state that the charity held unrestricted reserves of £264,948 and restricted funds of £216,124, totaling net assets of £481,072 at the end of the financial year. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity reported a net movement in funds of negative £12,163, primarily driven by charitable expenditure exceeding incoming resources.
What the accounts disclose
“The policy of the charity is to ensure that donations are spent within a reasonable period of receipt. Reserves may be held where there are plans to undertake a higher value item of expenditure.” — page 6
“Finance and communications support and administration is provided to the charity by Livewell Southwest CIC.”
“These will both be paid by Livewell Southwest CIC on behalf of the Livewell Foundation. Livewell Southwest CIC will not recharge this expenditure to the Livewell Foundation.”
“Finance and communications support and administration is provided to the charity by Livewell Southwest CIC.”
“These will both be paid by Livewell Southwest CIC on behalf of the Livewell Foundation. Livewell Southwest CIC will not recharge this expenditure to the Livewell Foundation.”
Trustees
- Amie Carr
- Christopher James Davies
- Geoffrey Baines
- Jack Harvey
- John Napton
- Juliet Kamlesh Simmons
- Kay Sarah O'Shaughnessy
- Nakul Puri
- Oliver Jackman
- Paul Soley
- Rachel Jane Marshall
- Trevor Smale
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £147k | £221k |
| 31/03/2024 | £119k | £284k |
| 31/03/2023 | £113k | £125k |
| 31/03/2022 | £115k | £52k |
| 31/03/2021 | £198k | £248k |
Common questions
Is THE LIVEWELL FOUNDATION financially healthy?
The accounts state that the charity held unrestricted reserves of £264,948 and restricted funds of £216,124, totaling net assets of £481,072 at the end of the financial year. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity reported a net movement in funds of negative £12,163, primarily driven by charitable expenditure exceeding incoming resources. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 1 | £563k |
| CONSERVATION COLLECTIVE | 1 | £14k |
| THE JOHN COATES CHARITABLE TRUST | 1 | £7k |
| MOTABILITY | 1 | £763 |