JOHN AND PENELOPE LEBUS TRUST

Registered charity 1201045 · accounts filings on the Charity Commission register

To provide grants only to charities registered in England and Wales with charitable purposes for the relief of those in need by reason of circumstance, educational or other disadvantage, ill-health, disability, financial hardship, with a particular focus on supporting people and individuals in need.

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

Latest income
£131k
Latest spending
£195k
Registered
2022
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted reserves of £4,320,204, with no minimum reserves policy set as surpluses are distributed in accordance with charitable objectives. The trustees confirm adequate financial resources exist to continue operations for the foreseeable future, supported by liquid assets and a significant surplus for the year.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: No minimum level of reserves has been set (held: £4.3m)
“No minimum level of reserves has been set as all surpluses are to be distributed over the life of the Charity in accordance with its charitable objectives.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2023)

Total income
£4.0m
Total spending
£203k
Cost of raising funds
£4k
Reserves (reported)
£4.1m
Employees
0

Per its annual return, cost of raising funds: 0.1% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
31/12/2024£131k£195k
31/12/2023£4.0m£203k

Common questions

Is JOHN AND PENELOPE LEBUS TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds unrestricted reserves of £4,320,204, with no minimum reserves policy set as surpluses are distributed in accordance with charitable objectives. The trustees confirm adequate financial resources exist to continue operations for the foreseeable future, supported by liquid assets and a significant surplus for the year. Its FY2024 accounts were independently examined.

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 PELL CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
JOHN AND PENELOPE LEBUS TRUST£131k—0unclear—no doubt
THE PELL CHARITABLE TRUST FY2026£249k—0above—no doubt
JOHN LAING CHARITABLE TRUST FY2025£2.5m——unclear—no doubt
DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST FY2025£4.6m—0above—no doubt
THE JOHN MACLEOD CHARITABLE TRUST FY2024£226k—0unclear—no doubt
PENINIM CHARITY TRUST FY2025£319k—0unclear—no doubt

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