01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 11 April 2019
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £4,639,528
- Latest expenditure
- £4,634,470
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: LSEG Foundation, LSEG, 10 Paternoster Square, LONDON, EC4M 7LS
Website recorded by the regulator: https://www.lseg.com/about-lseg/lseg-foundation (displayed as text)
02 Activities
What the charity does
The LSEG Foundation helps people access economic opportunities and build a secure future with financial independence. Working with charity and NGO partners, it supports a range of programmes across the globe, which create opportunities for those in need to participate in education, employment and enterprise.
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
- 19 August 2026
- Date Accounts Received
- 19 August 2026
- Total Gross Income
- £4,639,528
- Total Gross Expenditure
- £4,634,470
- 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
- 8 August 2025
- Date Accounts Received
- 8 August 2025
- Total Gross Income
- £4,307,869
- Total Gross Expenditure
- £4,667,655
- 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
- 29 October 2024
- Date Accounts Received
- 29 October 2024
- Total Gross Income
- £9,057,264
- Total Gross Expenditure
- £4,367,450
- 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
- 19 October 2023
- Date Accounts Received
- 19 October 2023
- Total Gross Income
- £3,851,852
- Total Gross Expenditure
- £3,243,571
- 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
- 31 October 2022
- Date Accounts Received
- 31 October 2022
- Total Gross Income
- £142,305
- Total Gross Expenditure
- £104,113
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
- 19 August 2026
- Total Gross Income
- £4,639,528
- Total Gross Expenditure
- £4,634,470
- 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
- 8 August 2025
- Total Gross Income
- £4,307,869
- Total Gross Expenditure
- £4,667,655
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of 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
- 29 October 2024
- Total Gross Income
- £9,057,264
- Total Gross Expenditure
- £4,367,450
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of 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
- 19 October 2023
- Total Gross Income
- £3,851,852
- Total Gross Expenditure
- £3,243,571
- 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
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 31 October 2022
- Total Gross Income
- £142,305
- Total Gross Expenditure
- £104,113
- 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
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 19 August 2026
- Income Donations And Legacies
- 4639528
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 4639528
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £4,634,470
- Expenditure Other
- 0
- Expenditure Total
- 4634470
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 4505087
- Expenditure Governance
- 129383
- Expenditure Support Costs
- 129383
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £60,000
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,159,941
- Assets Total Liabilities
- £1,202,821
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,957,120
- Creditors One Year Total Current
- 1202821
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,619,885
- Funds Endowment
- 0
- Funds Unrestricted
- 4950656
- Funds Restricted
- 6464
- Funds Total
- 4957120
- Count Employees
- 0
- Consolidated 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
- 8 August 2025
- Income Donations And Legacies
- 4307869
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 4307869
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £4,667,655
- Expenditure Other
- 0
- Expenditure Total
- 4667655
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 4548529
- Expenditure Governance
- 116702
- Expenditure Support Costs
- 119126
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £60,000
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,097,726
- Assets Total Liabilities
- £145,664
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,952,062
- Creditors One Year Total Current
- 145664
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £875,871
- Funds Endowment
- 0
- Funds Unrestricted
- 4945598
- Funds Restricted
- 6464
- Funds Total
- 4952062
- Count Employees
- 0
- Consolidated 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
- 29 October 2024
- Income Donations And Legacies
- 9057264
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 9057264
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £4,367,450
- Expenditure Other
- 0
- Expenditure Total
- 4367450
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 4249872
- Expenditure Governance
- 87805
- Expenditure Support Costs
- 97578
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £60,000
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,586,573
- Assets Total Liabilities
- £274,725
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,311,848
- Creditors One Year Total Current
- 274725
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £909,357
- Funds Endowment
- 0
- Funds Unrestricted
- 5305384
- Funds Restricted
- 6464
- Funds Total
- 5311848
- Count Employees
- 0
- Consolidated 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
- 19 October 2023
- Income Donations And Legacies
- 3707342
- Income Other Trading Activities
- 144510
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 3851852
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £5,859
- Expenditure Charitable Expenditure
- £3,237,712
- Expenditure Other
- 0
- Expenditure Total
- 3243571
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 3191405
- Expenditure Governance
- 0
- Expenditure Support Costs
- 4000
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £40,000
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,630,270
- Assets Total Liabilities
- £2,008,236
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £622,034
- Creditors One Year Total Current
- 2008236
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,463,916
- Funds Endowment
- 0
- Funds Unrestricted
- 577487
- Funds Restricted
- 44547
- Funds Total
- 622034
- Count Employees
- 0
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- 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
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
08 Official extract
Charity Event History
- Charity Name
- LSEG Foundation
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2019-04-11T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - ASSOCIATION Registered 11 Apr 2019 as amended on 10 Jan 2022
- Charitable Objects
- THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT TO FURTHER SUCH PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SEE FIT FROM TIME TO TIME.
10 Official extract
Charity Other Names
- Charity Name Id
- 609535
- Charity Name Type
- Previous name
- Charity Name
- REFINITIV CHARITIES
11 Official extract
Charity Policy
- Policy Name
- Conflicting interests
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal risk management policy and procedures