LORD LEVERHULME'S CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 22 November 1962
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £965,260
Latest expenditure: £1,999,379
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: LEVERHULME ESTATES, HESKETH GRANGE, MANOR ROAD, THORNTON HOUGH, WIRRAL, CH63 1JD

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 15 January 2026
Date Accounts Received: 15 January 2026
Total Gross Income: £965,260
Total Gross Expenditure: £1,999,379

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 23 October 2024
Date Accounts Received: 23 October 2024
Total Gross Income: £1,089,800
Total Gross Expenditure: £1,217,571

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 19 December 2023
Date Accounts Received: 19 December 2023
Total Gross Income: £935,816
Total Gross Expenditure: £678,947

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 22 November 2022
Date Accounts Received: 22 November 2022
Total Gross Income: £861,364
Total Gross Expenditure: £494,107

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 12 January 2022
Date Accounts Received: 12 January 2022
Total Gross Income: £587,106
Total Gross Expenditure: £437,048

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 15 January 2026
Total Gross Income: £965,260
Total Gross Expenditure: £1,999,379
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 23 October 2024
Total Gross Income: £1,089,800
Total Gross Expenditure: £1,217,571
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 19 December 2023
Total Gross Income: £935,816
Total Gross Expenditure: £678,947
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 22 November 2022
Total Gross Income: £861,364
Total Gross Expenditure: £494,107
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 12 January 2022
Total Gross Income: £587,106
Total Gross Expenditure: £437,048
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 15 January 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 965260
Income Other: 0
Income Total Income And Endowments: 965260
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £145,775
Expenditure Charitable Expenditure: £1,853,604
Expenditure Other: 0
Expenditure Total: 1999379
Expenditure Investment Management: 145775
Expenditure Grants Institution: 1828419
Expenditure Governance: 12720
Expenditure Support Costs: 12465
Expenditure Depreciation: 0
Gain Loss Investment: -494536
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 44195778
Assets Own Use: 0
Assets Long Term Investment: 44195778
Defined Benefit Pension Scheme: 0
Assets Other Assets: £116,547
Assets Total Liabilities: £1,339,992
Assets Current Investment: 0
Assets Total Assets And Liabilities: £42,972,333
Creditors One Year Total Current: 374992
Creditors Falling Due After One Year: 965000
Assets Cash: £24,249
Funds Endowment: 43989857
Funds Unrestricted: -1017524
Funds Restricted: 0
Funds Total: 42972333
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 23 October 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1089800
Income Other: 0
Income Total Income And Endowments: 1089800
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £133,233
Expenditure Charitable Expenditure: £1,084,338
Expenditure Other: 0
Expenditure Total: 1217571
Expenditure Investment Management: 133233
Expenditure Grants Institution: 1064424
Expenditure Governance: 7944
Expenditure Support Costs: 19914
Expenditure Depreciation: 0
Gain Loss Investment: 2390627
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £44,500,988
Assets Total Fixed: 44806835
Assets Own Use: 0
Assets Long Term Investment: 44806835
Defined Benefit Pension Scheme: 0
Assets Other Assets: £262,894
Assets Total Liabilities: £568,741
Assets Current Investment: 0
Assets Total Assets And Liabilities: £44,500,988
Creditors One Year Total Current: 333741
Creditors Falling Due After One Year: 235000
Assets Cash: £164,297
Funds Endowment: 44581577
Funds Unrestricted: -80589
Funds Restricted: 0
Funds Total: 44500988
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 19 December 2023
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 935816
Income Other: 0
Income Total Income And Endowments: 935816
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £133,044
Expenditure Charitable Expenditure: £545,903
Expenditure Other: 0
Expenditure Total: 678947
Expenditure Investment Management: 133044
Expenditure Grants Institution: 525224
Expenditure Governance: 7629
Expenditure Support Costs: 20679
Expenditure Depreciation: 0
Gain Loss Investment: -753805
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £42,238,132
Assets Total Fixed: 42150920
Assets Own Use: 0
Assets Long Term Investment: 42150920
Defined Benefit Pension Scheme: 0
Assets Other Assets: £411,864
Assets Total Liabilities: £324,652
Assets Current Investment: 0
Assets Total Assets And Liabilities: £42,238,132
Creditors One Year Total Current: 288152
Creditors Falling Due After One Year: 36500
Assets Cash: £318,555
Funds Endowment: 42279772
Funds Unrestricted: -41640
Funds Restricted: 0
Funds Total: 42238132
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 22 November 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 861364
Income Other: 0
Income Total Income And Endowments: 861364
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £133,679
Expenditure Charitable Expenditure: £360,428
Expenditure Other: 0
Expenditure Total: 494107
Expenditure Investment Management: 133679
Expenditure Grants Institution: 341049
Expenditure Governance: 7872
Expenditure Support Costs: 19379
Expenditure Depreciation: 0
Gain Loss Investment: 936558
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £42,735,068
Assets Total Fixed: 42987828
Assets Own Use: 0
Assets Long Term Investment: 42987828
Defined Benefit Pension Scheme: 0
Assets Other Assets: £312,156
Assets Total Liabilities: £564,916
Assets Current Investment: 0
Assets Total Assets And Liabilities: £42,735,068
Creditors One Year Total Current: 340291
Creditors Falling Due After One Year: 224625
Assets Cash: £246,338
Funds Endowment: 43122273
Funds Unrestricted: -387205
Funds Restricted: 0
Funds Total: 42735068
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 12 January 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 587106
Income Other: 0
Income Total Income And Endowments: 587106
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £131,709
Expenditure Charitable Expenditure: £305,339
Expenditure Other: 0
Expenditure Total: 437048
Expenditure Investment Management: 131709
Expenditure Grants Institution: 287412
Expenditure Governance: 6420
Expenditure Support Costs: 17927
Expenditure Depreciation: 0
Gain Loss Investment: 8042753
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £41,431,253
Assets Total Fixed: 42358511
Assets Own Use: 0
Assets Long Term Investment: 42358511
Defined Benefit Pension Scheme: 0
Assets Other Assets: £100,846
Assets Total Liabilities: £1,028,104
Assets Current Investment: 0
Assets Total Assets And Liabilities: £41,431,253
Creditors One Year Total Current: 375604
Creditors Falling Due After One Year: 652500
Assets Cash: £92,527
Funds Endowment: 42274834
Funds Unrestricted: -843581
Funds Restricted: 0
Funds Total: 41431253
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Sefton
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Bolton
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater Manchester
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Cheshire West & Chester
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: St Helens
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Liverpool City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Knowsley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Wirral
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Cheshire East
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

08 Official extract

Charity Event History

Charity Name: LORD LEVERHULME'S CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-11-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 20 MARCH 1957 AS AMENDED BY SCHEME DATED 8 DECEMBER 2005 as amended on 16 Oct 2024
Charitable Objects: ANY CHARITABLE PURPOSE.
Area Of Benefit: NATIONAL

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures