01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 19 January 2016
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £757,079
- Latest expenditure
- £817,193
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: Joseph Levy Foundation, 1 Bell Street, London, NW1 5BY
Website recorded by the regulator: www.jlf.org.uk (displayed as text)
02 Activities
What the charity does
Makes grants to organisations set up for charitable purposes
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 3 December 2025
- Date Accounts Received
- 3 December 2025
- Total Gross Income
- £757,079
- Total Gross Expenditure
- £817,193
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 8 January 2025
- Date Accounts Received
- 8 January 2025
- Total Gross Income
- £760,309
- Total Gross Expenditure
- £656,344
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 7 December 2023
- Date Accounts Received
- 7 December 2023
- Total Gross Income
- £785,702
- Total Gross Expenditure
- £677,848
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 28 November 2022
- Date Accounts Received
- 28 November 2022
- Total Gross Income
- £844,606
- Total Gross Expenditure
- £3,853,630
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 18 November 2021
- Date Accounts Received
- 18 November 2021
- Total Gross Income
- £896,913
- Total Gross Expenditure
- £1,059,655
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 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 3 December 2025
- Total Gross Income
- £757,079
- Total Gross Expenditure
- £817,193
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 8 January 2025
- Total Gross Income
- £760,309
- Total Gross Expenditure
- £656,344
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 7 December 2023
- Total Gross Income
- £785,702
- Total Gross Expenditure
- £677,848
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 1
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 28 November 2022
- Total Gross Income
- £844,606
- Total Gross Expenditure
- £3,853,630
- 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
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 0
- Count Salary Band 80001 90000
- 0
- Count Salary Band 90001 100000
- 0
- Count Salary Band 100001 110000
- 0
- Count Salary Band 110001 120000
- 0
- Count Salary Band 120001 130000
- 0
- Count Salary Band 130001 140000
- 0
- Count Salary Band 140001 150000
- 0
- Count Salary Band 150001 200000
- 0
- Count Salary Band 200001 250000
- 0
- Count Salary Band 250001 300000
- 0
- Count Salary Band 300001 350000
- 0
- Count Salary Band 350001 400000
- 0
- Count Salary Band 400001 450000
- 0
- Count Salary Band 450001 500000
- 0
- Count Salary Band Over 500000
- 0
- Count Volunteers
- 1
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 18 November 2021
- Total Gross Income
- £896,913
- Total Gross Expenditure
- £1,059,655
- 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
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 1
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 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 3 December 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 757079
- Income Other
- 0
- Income Total Income And Endowments
- 757079
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £101,057
- Expenditure Charitable Expenditure
- £716,136
- Expenditure Other
- 0
- Expenditure Total
- 817193
- Expenditure Investment Management
- 101057
- Expenditure Grants Institution
- 441652
- Expenditure Governance
- 84736
- Expenditure Support Costs
- 189748
- Expenditure Depreciation
- 5858
- Gain Loss Investment
- 225920
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £74,303
- Assets Total Fixed
- 21658240
- Assets Own Use
- 41241
- Assets Long Term Investment
- 21616999
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £167,831
- Assets Total Liabilities
- £134,769
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,691,302
- Creditors One Year Total Current
- 134769
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £131,302
- Funds Endowment
- 21616999
- Funds Unrestricted
- 74303
- Funds Restricted
- 0
- Funds Total
- 21691302
- Count Employees
- 2
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 8 January 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 760309
- Income Other
- 0
- Income Total Income And Endowments
- 760309
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £94,441
- Expenditure Charitable Expenditure
- £561,903
- Expenditure Other
- 0
- Expenditure Total
- 656344
- Expenditure Investment Management
- 94441
- Expenditure Grants Institution
- 140973
- Expenditure Governance
- 170443
- Expenditure Support Costs
- 250487
- Expenditure Depreciation
- 7725
- Gain Loss Investment
- 1572746
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £134,417
- Assets Total Fixed
- 21434282
- Assets Own Use
- 43203
- Assets Long Term Investment
- 21391079
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £395,126
- Assets Total Liabilities
- £303,912
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,525,496
- Creditors One Year Total Current
- 228861
- Creditors Falling Due After One Year
- 75051
- Assets Cash
- £365,215
- Funds Endowment
- 21391079
- Funds Unrestricted
- 134417
- Funds Restricted
- 0
- Funds Total
- 21525496
- Count Employees
- 3
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 7 December 2023
- Income Donations And Legacies
- 25000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 760702
- Income Other
- 0
- Income Total Income And Endowments
- 785702
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £96,089
- Expenditure Charitable Expenditure
- £581,759
- Expenditure Other
- 0
- Expenditure Total
- 677848
- Expenditure Investment Management
- 96089
- Expenditure Grants Institution
- 313022
- Expenditure Governance
- 65191
- Expenditure Support Costs
- 203546
- Expenditure Depreciation
- 7736
- Gain Loss Investment
- -1347772
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 19830526
- Assets Own Use
- 12339
- Assets Long Term Investment
- 19818187
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £398,693
- Assets Total Liabilities
- £380,434
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £19,848,785
- Creditors One Year Total Current
- 229779
- Creditors Falling Due After One Year
- 150655
- Assets Cash
- £357,900
- Funds Endowment
- 19818187
- Funds Unrestricted
- 30598
- Funds Restricted
- 0
- Funds Total
- 19848785
- Count Employees
- 3
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 28 November 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 844606
- Income Other
- 0
- Income Total Income And Endowments
- 844606
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £110,172
- Expenditure Charitable Expenditure
- £3,743,458
- Expenditure Other
- 0
- Expenditure Total
- 3853630
- Expenditure Investment Management
- 110172
- Expenditure Grants Institution
- 3451865
- Expenditure Governance
- 117190
- Expenditure Support Costs
- 174403
- Expenditure Depreciation
- 11246
- Gain Loss Investment
- 430664
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -11246
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 24215556
- Assets Own Use
- 19784
- Assets Long Term Investment
- 24195772
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £306,354
- Assets Total Liabilities
- £3,433,207
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,088,703
- Creditors One Year Total Current
- 3379482
- Creditors Falling Due After One Year
- 53725
- Assets Cash
- £270,097
- Funds Endowment
- 21166563
- Funds Unrestricted
- -77860
- Funds Restricted
- 0
- Funds Total
- 21088703
- Count Employees
- 3
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 18 November 2021
- Income Donations And Legacies
- 17000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 879913
- Income Other
- 0
- Income Total Income And Endowments
- 896913
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £103,762
- Expenditure Charitable Expenditure
- £955,893
- Expenditure Other
- 0
- Expenditure Total
- 1059655
- Expenditure Investment Management
- 103762
- Expenditure Grants Institution
- 777906
- Expenditure Governance
- 31743
- Expenditure Support Costs
- 146244
- Expenditure Depreciation
- 11407
- Gain Loss Investment
- 3601644
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -10257
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 23793719
- Assets Own Use
- 30239
- Assets Long Term Investment
- 23763480
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £365,560
- Assets Total Liabilities
- £492,216
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,667,063
- Creditors One Year Total Current
- 321266
- Creditors Falling Due After One Year
- 170950
- Assets Cash
- £329,549
- Funds Endowment
- 23763480
- Funds Unrestricted
- -96417
- Funds Restricted
- 0
- Funds Total
- 23667063
- Count Employees
- 3
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- 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
07 Official extract
Charity Classification
- 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
- JOSEPH LEVY FOUNDATION
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2017-04-19T00:00:00
- Assoc Organisation Number
- 245592
- Assoc Registered Charity Number
- 245592
- Assoc Charity Name
- JOSEPH LEVY CHARITABLE FOUNDATION
- Charity Name
- JOSEPH LEVY FOUNDATION
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2016-01-19T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - Foundation Registered 19 Jan 2016 as amended on 27 Jun 2023
- Charitable Objects
- THE OBJECTS OF THE CIO ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE CHARITY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.'CHARITABLE PURPOSES' MEANS PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAW OF ENGLAND AND WALES.
10 Official extract
Charity Policy
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Investment
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Risk management