Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

No supporters identified

Overall GiG Score: 0

EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON

To provide special benefits not provided by the local authority for the school.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/06/23		£4	£1	£2	n/a	n/a	n/a	n/a	n/a
30/06/22		£4	£1	£2	n/a	n/a	n/a	n/a	n/a
30/06/21		£3	£1	£2	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£4	£1	£2	n/a	n/a	n/a	n/a	n/a
30/06/19		£4	£1	£3	n/a	n/a	n/a	n/a	n/a
30/06/18		£3	£1	£2	£0	£0	£0	n/a	0
30/06/17		£3	£1	£2	£0	£0	£0	n/a	0
30/06/16		£3	£3	£1	£0	£0	£0	n/a	0
30/06/15		£3	£3	£0	£0	£0	£0	n/a	0
30/06/14		£3	£3	£0	£0	£0	£0	n/a	0
30/06/13		£3	£3	£0	£0	£0	£0	n/a	0
30/06/12		£83	£3	£80	£0	£0	£0	n/a	0
30/06/11		£3	£4	£-1	£0	£0	£0	n/a	0
30/06/10		£285	£20	£265	£0	£0	£0	n/a	0
30/06/09	*	£3	£4	£-1	£0	£0	£0	n/a	0
30/06/08	*	£3	£2	£1	£0	£0	£0	n/a	0
30/06/07	*	£3	£4	£-2	£0	£0	£0	n/a	0
30/06/06?	*	£2	£6	£-3	£0	£0	£0	n/a	0
30/06/04	*	£2	£3	£0	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 57 years

www.leveson.org.uk

mastersoffice@leveson.org.uk

01564772415

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Education support services

How it operates

Makes Grants to Organisations

Where it operates

Solihull, Warwickshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

CLARE DIANA HOPKINSON Appointed: 2017

DAVID BELL Appointed: 2011

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

CAROL ANNE MATTHEWS Appointed: 2022, Other trusteeship: THE FOUNDATION OF LADY KATHERINE LEVESON,

COUNCILLOR ANDREW STEPHEN BURROW Appointed: 2022, Other trusteeship: THE FOUNDATION OF LADY KATHERINE LEVESON,

JONATHAN EVANS OBE Appointed: 2011, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SAINT MICHAEL AND ALL THE ANGELS, CLAVERDON, THE FOUNDATION OF LADY KATHERINE LEVESON,

LORD AYLESFORD (Chair), Other trusteeships: THE AYLESFORD FAMILY CHARITABLE TRUST, COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION, THE COVENTRY HOSPITALS CHARITY, ST JAMES GREAT PACKINGTON TRUST, THE MISSION HOUSE CHARITY,

MICHAEL FETHERSTON-DILKE, Other trusteeships: THE MAXSTOKE CHARITY, THE FOUNDATION OF LADY KATHERINE LEVESON,

NICOLA HAMMETT Appointed: 2022, Other trusteeship: THE FOUNDATION OF LADY KATHERINE LEVESON,

ROBERT JOHN MACPHERSON Appointed: 2022, Other trusteeship: THE FOUNDATION OF LADY KATHERINE LEVESON,

WILLIAM MATTHEW STRATFORD DUGDALE, Other trusteeships: THE MISSION HOUSE CHARITY, THE PIGRITIES CHARITABLE TRUST, THE FOUNDATION OF LADY KATHERINE LEVESON,

Legal constitution

Charity registered in England & Wales on 23/02/1967, number: 528817

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR20: 2 days late, AR09: 40 days late, AR08: 405 days late, AR07: 90 days late, AR06: 92 days late, AR04: 73 days late,

Main office

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

Objectives

ADVANCING THE EDUCATION (INCLUDING RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND) OF CHILDREN AGED BETWEEN 3 AND 5 YEARS. PROVIDED THAT IF AND IN SO FAR AS THE SAID LAND AND BUILDING IS NOT REQUIRED FOR USE AS AFORESAID THE GOVERNORS MAY PERMIT THE SAME TO BE APPROPRIATED AND USED FOR THE PURPOSE OF THE SCHOOL OF THE SAID CHARITY NUMBERED 2 REFERRED TO IN CLAUSE 50 OF THE PRINCIPLE SCHEME.

Defined Area of Benefit:

DETAILED IN CLAUSE 5(3) OF PRINCIPLE SCHEME.

Data Sources