Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

THE LEVY CHARITABLE TRUST

The Trustees utilise the income from the trust fund and occasionally the capital to make grants and donations to various charitable causes known to the Trustees or in respect of which the Trustees may receive specific applications.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23	*	£0	£5	£-5	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£0	£3	£-3	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£0	£10	£-10	n/a	n/a	n/a	n/a	n/a
05/04/20		£54	£26	£27	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£5	£0	£5	n/a	n/a	n/a	n/a	n/a
05/04/18		£0	£5	£-5	£0	£0	£0	n/a	0
05/04/17		£0	£6	£-6	£0	£0	£0	n/a	0
05/04/16		£0	£4	£-4	£0	£0	£0	n/a	0
05/04/15		£0	£2	£-1	£0	£0	£0	n/a	0
05/04/14		£6	£2	£5	£0	£0	£0	n/a	0
05/04/13	*	£2	£2	£0	£0	£0	£0	n/a	0
05/04/12		£0	£3	£-2	£0	£0	£0	n/a	0
05/04/11		£4	£1	£3	£0	£0	£0	n/a	0
05/04/10		£1	£2	£-1	£0	£0	£0	n/a	0
05/04/09		£0	£3	£-2	£0	£0	£0	n/a	0
05/04/08		£1	£4	£-3	£0	£0	£0	n/a	0
05/04/07		£1	£3	£-2	£0	£0	£0	n/a	0
05/04/06?	*	£5	£12	£-6	£0	£0	£0	n/a	0
05/04/04	*	£0	£4	£-4	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

01618323434

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

SALLY LEVY Appointed: 2019

ROBERT ADRIAN LEVY, Other trusteeships: THE A J FREEMAN CHARITABLE TRUST, THE KUIT STEINART LEVY CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 21/07/1995, number: 1048182

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR23: 3 days late, AR22: 2 days late, AR21: 3 days late, AR19: 6 days late, AR13: 16 days late, AR06: 1 days late, AR04: 103 days late,

Main office

KUIT STEINART LEVY
3 ST. MARYS PARSONAGE
MANCHESTER
M3 2RD

Objectives

GENERAL CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources