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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.

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

Latest income
£965k
Latest spending
£2.0m
Registered
1962
Accounts read
FY2025

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

Reserves policy: two months of expected grant expenditure (held: £-1.0m)
“The trustee has adopted a policy to maintain free reserves (unrestricted funds represented by cash) at a level sufficient to cover at least two months of expected grant expenditure.” — page 8
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Mitchell Charlesworth (Audit) Limited. Discloses 4 of 6 completeness components.

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

Total income
£965k
Total spending
£2.0m
Cost of raising funds
£146k
Reserves (reported)
£0
Employees
0

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

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

Financial year endIncomeSpending
05/04/2025£965k£2.0m
05/04/2024£1.1m£1.2m
05/04/2023£936k£679k
05/04/2022£861k£494k
05/04/2021£587k£437k

Common questions

Is LORD LEVERHULME'S CHARITABLE TRUST financially healthy?

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. Its FY2025 accounts were audited by Mitchell Charlesworth (Audit) Limited.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Q CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
LORD LEVERHULME'S CHARITABLE TRUST£965k—0above—no doubt
Q CHARITABLE TRUST FY2024£760k—0below—no doubt
LEVERHULME TRADE CHARITIES TRUST FY2025£3.1m—0above—no doubt
THE LEONARD CHAMBERLAIN TRUST FY2025£356k—0above—no doubt
THE LANCASHIRE FOUNDATION FY2024£956k—0above—no doubt
JOHN AND PENELOPE LEBUS TRUST FY2024£131k—0unclear—no doubt

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