Finance Score: 0

Governance Score: 6

Support Score: 0

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

JOSEPH LEVY FOUNDATION

This is a grant making charity, you can view its grants here

Makes grants to organisations set up for charitable purposes

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities
One or more trustees receive payments or benefits from the charity for providing services to the charity

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
31/03/23	£786	£678	£108	£0	£19,849	£31	0.5	3	1
31/03/22	£845	£3,854	£-3,009	£0	£21,089	£-78	-0.2	3	1
31/03/21	£897	£1,060	£-163	£0	£23,667	£-96	-1.1	3	1
31/03/20	£908	£872	£35	£0	£20,228	£497	6.8	2	0
31/03/19	£863	£1,349	£-486	£0	£21,103	£462	4.1	2	0
31/03/18	£900	£786	£114	£0	£21,045	£948	14.5	2	0
31/03/17	£827	£784	£43	£0	£21,035	£833	12.8	3	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 13%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 2%
Liabilities/Income: 48%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6

Asset Split ?

Established: 8 years

www.jlf.org.uk

info@jlf.org.uk

02076161200

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

3 employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CLAIRE LOUISE BROWN Appointed: 2023

HENRY CECIL LUCAS DONNE Appointed: 2023

KATIE SAMANTHA ELLISON Appointed: 2016

MARK GUY JASON Appointed: 2020

JAMES PAUL JASON Appointed: 2016, Other trusteeships: THE JANE JASON CHARITABLE TRUST, THE SIDNEY JASON CHARITABLE TRUST, THE CYSTIC FIBROSIS HOLIDAY FUND,

JANE NINOT JASON OBE (Chair) Appointed: 2016, Other trusteeships: THE JANE JASON CHARITABLE TRUST, THE SIDNEY JASON CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 19/01/2016, number: 1165225

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
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

7 returns made; all on time

Main office

Joseph Levy Foundation
1 Bell Street
London
NW1 5BY

Objectives

THE OBJECTS OF THE CIO ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE CHARITY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.'CHARITABLE PURPOSES' MEANS PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAW OF ENGLAND AND WALES.

Data Sources