Finance Score: 0

Governance Score: 9

Support Score: 0

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 9

THE FOUNDATION OF LADY KATHERINE LEVESON

To relieve elderly people and those in poor health who are in need by providing accommodation, services or facilities to relieve the needs of such persons.To advance the education of the pupils through the Educational Foundation.To advance the education of the public in the subject of ageing, spirituality and social policy.To advance the Christian religion for the benefit of the public.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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	Volun- teers
30/06/23		£1,895	£1,746	£149	£0	£21,957	£3,475	23.9	33	4
30/06/22		£1,784	£1,669	£115	£0	£21,855	£3,333	24	31	2
30/06/21		£1,976	£1,571	£405	£0	£22,087	£3,327	25.4	34	7
30/06/20		£1,722	£1,435	£287	£0	£18,055	£2,768	23.2	34	7
30/06/19		£1,630	£1,430	£200	£0	£17,655	£2,458	20.6	35	7
30/06/18		£1,563	£1,371	£192	£81	£17,254	£2,309	20.2	34	0
30/06/17		£1,407	£1,185	£222	£11	£16,871	£2,109	21.4	32	0
30/06/16		£1,646	£1,247	£399	£12	£16,393	£1,506	14.5	33	0
30/06/15		£1,382	£1,139	£243	£54	£11,429	£1,329	14	34	0
30/06/14		£1,291	£1,146	£145	£46	£10,978	£1,098	11.5	32	0
30/06/13		£1,699	£1,099	£600	£43	£10,647	£996	10.9	30	0
30/06/12	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 16%
Reserves/Spending: 23.9 months
Net Current Assets/Spending: 14 months
Quick Ratio: 3.2

Asset Split ?

Established: 12 years

www.leveson.org.uk

mastersoffice@leveson.org.uk

01564772415

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

Solihull, Warwickshire,

Who it helps

Children/Young People
Elderly/Old People

Who works here?

33 employees
4 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 40-79

THE RT HON VISCOUNT DAVENTRY Appointed: 2012, Other trusteeship: EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON,

CAROL ANNE MATTHEWS Appointed: 2022, Occupation: Retired Solicitor, Other trusteeship: EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON,

CLARE DIANA HOPKINSON Appointed: 2016, Occupation: Retired

COUNCILLOR ANDREW STEPHEN BURROW Appointed: 2022, Occupation: Councillor, Other trusteeship: EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON,

DAVID BELL Appointed: 2012, Occupation: None

JONATHAN EVANS OBE (Chair) Appointed: 2012, Other trusteeships: EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SAINT MICHAEL AND ALL THE ANGELS, CLAVERDON,

MICHAEL FETHERSTON-DILKE Appointed: 2012, Occupation: None, Other trusteeships: THE MAXSTOKE CHARITY, EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON,

NICOLA HAMMETT Appointed: 2022, Occupation: Specialist Tutor, Other trusteeship: EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON,

ROBERT JOHN MACPHERSON Appointed: 2022, Occupation: Retired Construction Director, Other trusteeship: EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON,

WILLIAM MATTHEW STRATFORD DUGDALE Appointed: 2012, Occupation: Co Dir, Other trusteeships: EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON, THE MISSION HOUSE CHARITY, THE PIGRITIES CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 30/03/2012, number: 1146710
Registered at Companies House on 22/12/2011, number: 07890553

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

12 returns made; AR12: 16 days late,

Main office

TEMPLE HOUSE
FEN END ROAD WEST
TEMPLE BALSALL
KNOWLE
SOLIHULL
B93 0AN

Objectives

1. TO RELIEVE ELDERLY PEOPLE AND THOSE IN POOR HEALTH WHO ARE IN NEED BY PROVIDING ACCOMMODATION, SERVICES OR FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS.2. TO ADVANCE THE EDUCATION OF THE PUPILS THROUGH THE EDUCATIONAL FOUNDATION.3. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF AGEING, SPIRITUALITY AND SOCIAL POLICY.4. TO ADVANCE THE CHRISTIAN RELIGION FOR THE BENEFIT OF THE PUBLIC.

Data Sources