LORD LEVERHULME'S CHARITABLE TRUST

Registered charity 212431 · accounts filings on the Charity Commission register

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.

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.

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).

Trustees

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?

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.

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