What is the financial size of LORD LEVERHULME'S CHARITABLE TRUST?

LORD LEVERHULME'S CHARITABLE TRUST is classified as a large charity. In the latest financial year, they reported a total income of £1,089,800 and total expenditure of £1,217,571.

How does LORD LEVERHULME'S CHARITABLE TRUST allocate its spending?

For every pound spent, approximately 89.1% goes directly to charitable activities. The remaining 10.9% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.8%).

What is the workforce structure of LORD LEVERHULME'S CHARITABLE TRUST?

LORD LEVERHULME'S CHARITABLE TRUST employs 0 staff members and is supported by 0 volunteers.

Does LORD LEVERHULME'S CHARITABLE TRUST receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does LORD LEVERHULME'S CHARITABLE TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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LORD LEVERHULME'S CHARITABLE TRUST

#212431

Trust•Large•Registered

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.

Registered address

LEVERHULME ESTATES, HESKETH GRANGE, MANOR ROAD, THORNTON HOUGH, WIRRAL, CH63 1JD

Latest HighlightsFY 2024

Income

All sources

£1,089,800

Expenditure

All activities

£1,217,571

Net Reserves

Unrestricted funds

£44,500,988

Total Assets

Gross assets

£45,069,729

Working Capital

Liquidity

£-169,444

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

438.6 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

16.5%

Median: 7.4%Around typical

Spending Efficiency

89.1%

Median: 97.8%Around typical

Income Concentration

100.0%

Median: 87.9%Below typical

Fundraising ROI

8.2x

Median: 19.2xAround typical

Income Volatility

25.7%

Median: 20.6%Around typical

Self-Generated Income

100.0%

Median: 82.9%Top quartile

3-Year Income CAGR

22.9%

Median: 7.8%Top quartile

Efficiency & Health

Charitable Spending

89.1%

Fundraising Eff.

% income retained

8.2%

Governance Cost

% of expenditure

0.7%

Grant Making

% given away

98.2%

Debt Ratio

% of assets

1.3%

Survival Ratio

Months of reserves

438.6 months

Income Profile

Donations & Legacies

% of income

Government Reliance

% of income

Largest Source

Primary income

Investments

Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

16.5%↑

Income CAGR (3yr)

Compound growth

22.9%

Volatility

Moderate Volatility

25.7%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

N/A

Revenue/Employee

Per head

N/A

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

N/A

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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