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LIONTRUST FOUNDATION

Registered charity 1205713 · accounts filings on the Charity Commission register

The Liontrust Foundation uses the power of entrepreneurship and innovation to drive social mobility and the recovery of nature, with a key focus on promoting diversity, equity and inclusion in both areas.

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

Latest income
£285k
Latest spending
£75k
Registered
2023
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity received donations of £285,038 and incurred charitable expenses of £74,617, resulting in a surplus of £210,421 for the year. Per the trustees' report, unrestricted reserves stood at £210,421, which the trustees consider sufficient to meet ongoing commitments and continue as a going concern. The charity's operating model is to distribute the majority of donations within the financial year received.

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

What the accounts disclose

Reserves policy: no fixed reserve requirement exists (held: £210k)
“Although no fixed reserve requirement exists, the Trustees aim to maintain a prudent minimum level of unrestricted reserves. This level is intended to ensure the Foundation can meet its ongoing commitments and continue to operate as a going concern.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Unrestricted donations of £285,038 (2024: fnil) were received from Liontrust Asset Management Plc, the sole member of the charity during the reporting year.
“Unrestricted donations of £285,038 (2024: fnil) were received from Liontrust Asset Management Plc, the sole member of the charity during the reporting year. There were no other related party transactions during the year ended 31 March 2025.” — page 15
Per its FY2025 accounts as filed with the Charity Commission.

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

Public fundraising profile: JustGiving — Liontrust Foundation (matched by registered charity number).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£285k£75k

Common questions

Is LIONTRUST FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity received donations of £285,038 and incurred charitable expenses of £74,617, resulting in a surplus of £210,421 for the year. Per the trustees' report, unrestricted reserves stood at £210,421, which the trustees consider sufficient to meet ongoing commitments and continue as a going concern. The charity's operating model is to distribute the majority of donations within the financial year received. Its FY2025 accounts were independently examined.