Finance Score: -3

Governance Score: -5

Support Score: 0

Deficit on unrestricted reserves: -2
Spending falling: -1

Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -8

LORD LEVERHULME'S CHARITABLE TRUST

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.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely male

Financial issues to consider:

There was a deficit on unrestricted reserves of £41,640 at the last year end after deducting the value of own use assets
Spending has fallen significantly over the last 5 years relative to the previous period

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
05/04/23		£936	£679	£257	£0	£42,238	£-42	-0.7
05/04/22		£861	£494	£367	£0	£42,735	£-387	-9.4
05/04/21		£587	£437	£150	£0	£41,431	£-844	-23.2
05/04/20		£695	£1,318	£-623	£0	£33,238	£-1,081	-9.8
05/04/19		£792	£1,822	£-1,030	£0	£38,478	£-551	-3.6
05/04/18		£865	£861	£3	£0	£37,263	£388	5.4
05/04/17		£681	£804	£-123	£0	£38,345	£322	4.8
05/04/16		£702	£942	£-240	£0	£32,598	£261	3.3
05/04/15		£716	£880	£-164	£29	£33,289	£581	7.9
05/04/14		£654	£807	£-153	£28	£31,341	£703	10.4
05/04/13		£560	£999	£-438	£31	£30,005	£818	9.8
05/04/12		£544	£399	£146	£28	£26,669	£1,211	36.5
05/04/11		£504	£418	£86	£27	£26,056	£392	11.3
05/04/10		£654	£718	£-65	£29	£24,661	£201	3.3
05/04/09		£541	£531	£10	£28	£19,140	£170	3.8
05/04/08		£552	£810	£-258	£29	£22,335	£70	1
05/04/07		£578	£370	£208	£24	£21,985	£191	6.2
05/04/06		£496	£500	£-4	£0	£0	£0	n/a
05/04/05		£505	£1,071	£-566	£0	£0	£0	n/a
05/04/04	*	£604	£688	£-84	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: -0%
Reserves/Spending: -0.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.1

Asset Split ?

Established: 62 years

llctadmin@leverhulme.net

01513364828

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

Bolton, Cheshire East, Cheshire West & Chester, Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

HENRY WILSON Appointed: 2014

ANTHONY HEWITT SCOTT HANNAY, Other trusteeships: LIVERPOOL CATHEDRAL FOUNDATION, CORLAN CHARITY,

SIR ALGERNON EUSTACE HUGH HEBER-PERCY KCVO,JP, Other trusteeship: THE ESPLEY CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 22/11/1962, number: 212431

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR04: 22 days late,

Main office

LEVERHULME ESTATES
HESKETH GRANGE
MANOR ROAD
THORNTON HOUGH
WIRRAL
CH63 1JD

Objectives

ANY CHARITABLE PURPOSE.

Defined Area of Benefit:

NATIONAL

Data Sources