LORD LEVERHULME'S CHARITABLE TRUST

Registered charity 212431 · accounts filings on the Charity Commission register

Priority is given to applications from Cheshire, Merseyside and South Lancashire and the charities supported by the settlor in his lifetime. Other charities who do not meet those criteria should not appy without prior invitation but should, on a single sheet, state briefly their aims and apply fully only on being asked to do so.

Objects

ANY CHARITABLE PURPOSE.

Area of benefit: NATIONAL

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) · Get email alerts

Registered contact address: Wirral, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted funds of £(1,017,524), indicating a deficit in its general funds for the year. However, the total net assets are £42,972,333, supported by an expendable endowment fund of £43,989,857, which the trustees consider sufficient to continue as a going concern.

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

What the accounts disclose

Accounts audited by Mitchell Charlesworth (Audit) Limited. 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
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• 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
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media 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.

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~0.0 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: 15.1% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• Hulme Trustee Ltd

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

Operates in: Bolton · Cheshire East · Cheshire West & Chester · Knowsley · Liverpool City · Sefton · St Helens · Wirral

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 THE RICHARD ATTENBOROUGH CHARITABLE TRUST.

• THE RICHARD ATTENBOROUGH CHARITABLE TRUST income £57k
• D L M CHARITABLE TRUST income £198k
• THE LEVERHULME TRUST income £124.5m
• MAY HEARNSHAW CHARITABLE TRUST income £101k
• THE MAUD ELKINGTON CHARITABLE TRUST income £800k
• THE LESLIE MARY CARTER CHARITABLE TRUST income £222k

Side by side with its peers

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