Finance Score: 0

Governance Score: -1

Support Score: 0

Mainly male board: -1

No supporters identified

Overall GiG Score: -1

THE LEVERHULME TRUST

The Trust provides scholarships and other similar support for education and research. by making grants across a broad range of schemes, by identifying individuals who can demonstrate high-quality scholarship, originality, and excellence, in their chosen research proposal.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

The Board is predominantly male

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
31/12/22	£92,219	£104,215	£-11,996	£0	£3,566,006	£3,566,006	410.6	17
31/12/21	£95,085	£140,937	£-45,852	£0	£3,579,784	£3,579,784	304.8	15
31/12/20	£93,766	£96,048	£-2,282	£0	£3,590,313	£3,590,313	448.6	15
31/12/19	£111,487	£97,581	£13,906	£0	£3,516,486	£3,516,486	432.4	15
31/12/18	£109,626	£113,458	£-3,832	£0	£3,177,986	£117,689	12.4	15
31/12/17	£99,383	£79,407	£19,976	£0	£3,255,690	£3,255,690	492	14
31/12/16	£86,707	£80,560	£6,147	£0	£2,638,976	£2,638,976	393.1	14
31/12/15	£74,131	£110,838	£-36,707	£111	£2,314,476	£2,314,476	250.6	14

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 8%
Liabilities/Income: 337%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 410.6 months
Net Current Assets/Spending: -21 months
Quick Ratio: 0

Asset Split ?

Established: 9 years

www.leverhulme.ac.uk

edymond@leverhulme.ac.uk

02070429881

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

17 employees

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

MHAIRI MCEWAN Appointed: 2020, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

ALAN JOPE Appointed: 2021, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

CHRISTOPHER SAUL Appointed: 2015, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

DOUG BAILLIE Appointed: 2015, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

GRAEME PITKETHLY Appointed: 2024, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

KEITH WEED Appointed: 2021, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

LEENA NAIR Appointed: 2017, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

MR RUDY MARKHAM Appointed: 2014, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

MR STEVE WILLIAMS Appointed: 2014, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

NIALL FITZGERALD (Chair) Appointed: 2014, Other trusteeship: LEVERHULME TRADE CHARITIES TRUST,

PROF KEITH GULL Appointed: 2016, Occupation: University Professor, Other trusteeships: EASTBOURNE COLLEGE (INCORPORATED), LEVERHULME TRADE CHARITIES TRUST,

Legal constitution

Charity registered in England & Wales on 11/11/2014, number: 1159154

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

8 returns made; all on time

Main office

THE LEVERHULME TRUST
1 PEMBERTON ROW
LONDON
EC4A 3BG

Objectives

THE OBJECTS OF THE CIO FOR THE PUBLIC BENEFIT ARE:(A) TO PROMOTE ANY PURPOSE BEING EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES THROUGH THE PROVISION OF SCHOLARSHIPS AND OTHER SIMILAR SUPPORT FOR EDUCATION AND RESEARCH; AND(B) TO SUPPORT THE COMMERCIAL TRAVELLERS BENEVOLENT INSTITUTION (A CHARITY WITH REGISTERED NUMBER 216538).

Data Sources