THE LEVERHULME TRUST logo

THE LEVERHULME TRUST

#1159154
CIOMajorRegistered
www.leverhulme.ac.uk

The trust provides scholarships and other similar support for education and research. By making grants across a broad range of schemes, by identifying individuals who can demonstrate high-quality scholarship, originality, and excellence, in their chosen research proposal.

Latest HighlightsFY 2024

Income

All sources

£103,690,000
Expenditure

All activities

£117,909,000
Net Reserves

Unrestricted funds

£4,005,533,000
Total Assets

Gross assets

£4,336,367,000
Working Capital

Liquidity

£-198,490,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
407.7 months
Median: 3.6 monthsTop quartile
Income Growth (1yr)
4.8%
Median: 8.2%Around typical
Spending Efficiency
97.1%
Median: 97.2%Around typical
Income Concentration
100.0%
Median: 87.1%Below typical
Fundraising ROI
30.0x
Median: 27.3xAround typical
Income Volatility
4.5%
Median: 13.4%Top quartile
Self-Generated Income
100.0%
Median: 92.1%Top quartile
3-Year Income CAGR
2.9%
Median: 8.7%Below typical

Efficiency & Health

Charitable Spending
97.1%
Fundraising Eff.

% income retained

30.0%
Governance Cost

% of expenditure

0.2%
Grant Making

% given away

98.7%
Debt Ratio

% of assets

7.6%
Survival Ratio

Months of reserves

407.7 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

4.8%
Income CAGR (3yr)

Compound growth

2.9%
Volatility

Stable

4.5%
Reserves Trend

Direction

Building

Governance

Employees

Staff count

17
Volunteers

Volunteer count

7,800
Volunteer Ratio

Per staff member

458.8:1
Revenue/Employee

Per head

£6,099,412
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

29.4%

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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