LEVEL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: CIO
Registered: 3 May 2018
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £380,516
Latest expenditure: £293,577
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: UNIFORM EXCHANGE, UNIT 2G, THE MALL, LUTON, BEDFORDSHIRE, LU1 2TW

Website recorded by the regulator: www.leveltrust.org (displayed as text)

02 Activities

What the charity does

Level Trust provides material support to children to help them overcome the devastating impact that poverty can have on their educational outcomes. We do this by providing children with free school uniform, school shoes, winter coats, learning resources and free holiday activities. Alongside this, we help parents access the support they need to provide good care for their children.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 June 2026
Date Annual Return Received: 29 June 2026
Date Accounts Received: 1 July 2026
Total Gross Income: £380,516
Total Gross Expenditure: £293,577

Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 June 2025
Date Annual Return Received: 19 June 2025
Date Accounts Received: 19 June 2025
Total Gross Income: £307,386
Total Gross Expenditure: £366,406

Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 June 2024
Date Annual Return Received: 30 June 2024
Date Accounts Received: 30 June 2024
Total Gross Income: £318,278
Total Gross Expenditure: £333,478

Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 16 June 2023
Date Accounts Received: 16 June 2023
Total Gross Income: £269,095
Total Gross Expenditure: £281,728

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 1 July 2022
Date Accounts Received: 1 July 2022
Total Gross Income: £449,536
Total Gross Expenditure: £445,614

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 September 2024
Fin Period End Date: 31 August 2025
Ar Due Date: 30 June 2026
Ar Received Date: 29 June 2026
Total Gross Income: £380,516
Total Gross Expenditure: £293,577
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: No
Count Volunteers: 40

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 19 June 2025
Total Gross Income: £307,386
Total Gross Expenditure: £366,406
Grant Making Is Main Activity: No
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: No
Count Volunteers: 48

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 30 June 2024
Total Gross Income: £318,278
Total Gross Expenditure: £333,478
Grant Making Is Main Activity: No
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: No
Count Volunteers: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 16 June 2023
Total Gross Income: £269,095
Total Gross Expenditure: £281,728
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
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: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 1 July 2022
Total Gross Income: £449,536
Total Gross Expenditure: £445,614
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
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: Yes
Employees Salary Over 60k: No
Count Volunteers: 12

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Luton
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 102
Classification Type: What
Classification Description: Education/training

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

07 Official extract

Charity Event History

Charity Name: LEVEL TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2025-11-12T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 307476
Assoc Registered Charity Number: 307476
Assoc Charity Name: THE EDUCATIONAL FUND

Charity Name: LEVEL TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2018-05-03T00:00:00

Charity Name: LEVEL TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2025-11-12T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 231706
Assoc Registered Charity Number: 231706
Assoc Charity Name: JOHN RICHARD'S CHARITY (EXCLUDING THE EDUCATIONAL FUND)

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 03 May 2018
Charitable Objects: THE PREVENTION OR RELIEF OF POVERTY IN LUTON AND THE UK BY PROVIDING: GRANTS, ITEMS AND SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES OR OTHER ORGANISATIONS WORKING TO PREVENT OR RELIEVE POVERTY.

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment 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: Engaging external speakers at charity events policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee expenses policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Volunteer management