BritDB

CCEW Charity Commission profile

LEVERHULME TRADE CHARITIES TRUST

Registered charity 1159171 · organisation 5053172

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
12 November 2014
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£3,063,000
Latest expenditure
£5,391,000
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: THE LEVERHULME TRUST, 1 PEMBERTON ROW, LONDON, EC4A 3BG

Website recorded by the regulator: http://www.leverhulme-trade.org.uk (displayed as text)

02 Activities

What the charity does

Providing benefits for charities and individuals connected with Commercial Travellers, Grocers or Chemists by making grants to charities having connections with the three categories of beneficiaries and making undergraduate and postgraduate bursaries to individuals connected with the three categories.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
6 August 2026
Date Accounts Received
6 August 2026
Total Gross Income
£3,063,000
Total Gross Expenditure
£5,391,000
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
5 August 2025
Date Accounts Received
5 August 2025
Total Gross Income
£2,305,000
Total Gross Expenditure
£2,774,000
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
8 August 2024
Date Accounts Received
8 August 2024
Total Gross Income
£3,064,000
Total Gross Expenditure
£4,633,000
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
26 September 2023
Date Accounts Received
26 September 2023
Total Gross Income
£2,965,000
Total Gross Expenditure
£2,700,000
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
8 September 2022
Date Accounts Received
8 September 2022
Total Gross Income
£3,008,000
Total Gross Expenditure
£2,628,000

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
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
6 August 2026
Total Gross Income
£3,063,000
Total Gross Expenditure
£5,391,000
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
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
5 August 2025
Total Gross Income
£2,305,000
Total Gross Expenditure
£2,774,000
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
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
8 August 2024
Total Gross Income
£3,064,000
Total Gross Expenditure
£4,633,000
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
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
26 September 2023
Total Gross Income
£2,965,000
Total Gross Expenditure
£2,700,000
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
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
8 September 2022
Total Gross Income
£3,008,000
Total Gross Expenditure
£2,628,000
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
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
6 August 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3063000
Income Other
0
Income Total Income And Endowments
3063000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£121,000
Expenditure Charitable Expenditure
£5,270,000
Expenditure Other
0
Expenditure Total
5391000
Expenditure Investment Management
121000
Expenditure Grants Institution
3000000
Expenditure Governance
36000
Expenditure Support Costs
149000
Expenditure Depreciation
0
Gain Loss Investment
6017000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£110,263,000
Assets Total Fixed
114036000
Assets Own Use
0
Assets Long Term Investment
114036000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,251,000
Assets Total Liabilities
£5,024,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£110,263,000
Creditors One Year Total Current
2127000
Creditors Falling Due After One Year
2897000
Assets Cash
£1,236,000
Funds Endowment
0
Funds Unrestricted
110263000
Funds Restricted
0
Funds Total
110263000
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
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
5 August 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2305000
Income Other
0
Income Total Income And Endowments
2305000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£111,000
Expenditure Charitable Expenditure
£2,663,000
Expenditure Other
0
Expenditure Total
2774000
Expenditure Investment Management
111000
Expenditure Grants Institution
1000000
Expenditure Governance
35000
Expenditure Support Costs
149000
Expenditure Depreciation
0
Gain Loss Investment
16706000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£106,574,000
Assets Total Fixed
108509000
Assets Own Use
0
Assets Long Term Investment
108509000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,323,000
Assets Total Liabilities
£3,258,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£106,574,000
Creditors One Year Total Current
2468000
Creditors Falling Due After One Year
790000
Assets Cash
£1,323,000
Funds Endowment
0
Funds Unrestricted
106574000
Funds Restricted
0
Funds Total
106574000
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
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
8 August 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3064000
Income Other
0
Income Total Income And Endowments
3064000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£27,000
Expenditure Charitable Expenditure
£4,606,000
Expenditure Other
0
Expenditure Total
4633000
Expenditure Investment Management
27000
Expenditure Grants Institution
2767000
Expenditure Governance
37000
Expenditure Support Costs
74000
Expenditure Depreciation
0
Gain Loss Investment
-6326000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£90,337,000
Assets Total Fixed
92946000
Assets Own Use
0
Assets Long Term Investment
92946000
Defined Benefit Pension Scheme
0
Assets Other Assets
£529,000
Assets Total Liabilities
£3,138,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£90,337,000
Creditors One Year Total Current
2222000
Creditors Falling Due After One Year
916000
Assets Cash
£529,000
Funds Endowment
0
Funds Unrestricted
90337000
Funds Restricted
0
Funds Total
90337000
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
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
26 September 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2965000
Income Other
0
Income Total Income And Endowments
2965000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£27,000
Expenditure Charitable Expenditure
£2,673,000
Expenditure Other
0
Expenditure Total
2700000
Expenditure Investment Management
27000
Expenditure Grants Institution
1116000
Expenditure Governance
41000
Expenditure Support Costs
80000
Expenditure Depreciation
0
Gain Loss Investment
2745000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£98,232,000
Assets Total Fixed
99299000
Assets Own Use
0
Assets Long Term Investment
99299000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,102,000
Assets Total Liabilities
£2,169,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£98,232,000
Creditors One Year Total Current
1253000
Creditors Falling Due After One Year
916000
Assets Cash
£1,102,000
Funds Endowment
0
Funds Unrestricted
98232000
Funds Restricted
0
Funds Total
98232000
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
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
8 September 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3008000
Income Other
0
Income Total Income And Endowments
3008000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£31,000
Expenditure Charitable Expenditure
£2,597,000
Expenditure Other
0
Expenditure Total
2628000
Expenditure Investment Management
31000
Expenditure Grants Institution
280000
Expenditure Governance
40000
Expenditure Support Costs
96000
Expenditure Depreciation
0
Gain Loss Investment
-7591000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£95,222,000
Assets Total Fixed
96581000
Assets Own Use
0
Assets Long Term Investment
96581000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,019,000
Assets Total Liabilities
£2,378,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£95,222,000
Creditors One Year Total Current
1511000
Creditors Falling Due After One Year
867000
Assets Cash
£1,019,000
Funds Endowment
0
Funds Unrestricted
95222000
Funds Restricted
0
Funds Total
95222000
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Northern Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name
LEVERHULME TRADE CHARITIES TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2015-12-11T00:00:00
Reason
Funds transferred (incor)
Assoc Organisation Number
288404
Assoc Registered Charity Number
288404
Assoc Charity Name
LEVERHULME TRADE CHARITIES TRUST
Charity Name
LEVERHULME TRADE CHARITIES TRUST
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2014-11-12T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION REGISTERED 12 NOV 2014AMENDED ON 29 JUN 2016 as amended on 26 Nov 2024
Charitable Objects
The objects of the CIO for the public benefit are to benefit any charities or further any charitable purposes connected with commercial travellers or grocers or chemists, their husbands or wives, widows or widowers, civil partners or surviving civil partners, and children.

10 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Conflicting interests
Policy Name
Paying staff
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Risk management
Policy Name
Investment
Policy Name
Complaints handling
Policy Name
Investing charity funds policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Bullying and harassment policy and procedures