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Data for financial year ending 30 June 2017

The Foundation Of Lady Katherine Leveson

  • Income

    £1.4M

  • Spending

    £1.2M

  • Status

    Up-to-date

Charity no. 1146710 Company no. 07890553

Contact details

Public address

  • Temple House, Fen End Road West, Temple Balsall, Knowle, Solihull, B93 0AN

Aims & activities

To relieve elderly people and those in poor health who are in need by providing accommodation, services or facilities to relieve the needs of such persons. To advance the education of the pupils through the Educational Foundation. To advance the education of the public in the subject of ageing, spirituality and social policy. To advance the Christian religion for the benefit of the public.

What the charity does

  • Education/training
  • The advancement of health or saving of lives
  • Accommodation/housing
  • Religious activities

Who the charity helps

  • Children/young people
  • Elderly/old people

How the charity works

  • Provides services
  • Acts as an umbrella or resource body

Income and Endowments:

£1.4M

* £256.5K investment gains(losses)

Expenditure:

£1.2M

Assets and liabilities

  • £4.1M Own use assets
  • £11.6M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £1.5M Other assets
  • £351.2K Total liabilities
Financial history
Compliance history

Fundraising

Raises funds from the Public

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

81%
83%
16%

Charitable objects

1. TO RELIEVE ELDERLY PEOPLE AND THOSE IN POOR HEALTH WHO ARE IN NEED BY PROVIDING ACCOMMODATION, SERVICES OR FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS. 2. TO ADVANCE THE EDUCATION OF THE PUPILS THROUGH THE EDUCATIONAL FOUNDATION. 3. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF AGEING, SPIRITUALITY AND SOCIAL POLICY. 4. TO ADVANCE THE CHRISTIAN RELIGION FOR THE BENEFIT OF THE PUBLIC.

Governing document

MEMORANDUM AND ARTICLES INCORPORATED 22/12/2011

Organisation type

Standard registration

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property. Some or all of this land or property must be used for the charity’s purposes.

  • 11 Trustees
  • 32 Employees
  • 8 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Michael Fetherston-Dilke Educational Foundation Of Lady Katherine Leveson Up-to-date
The Maxstoke Charity Up-to-date
Councillor David Bell United Charities Up-to-date
Clare Sawdon Jp Educational Foundation Of Lady Katherine Leveson Up-to-date
The Warwickshire Music Education Trust Up-to-date
Lord Aylesford (Chair) Coleshill Grammar School Endowment Foundation Up-to-date
Educational Foundation Of Lady Katherine Leveson Up-to-date
St James Great Packington Trust Up-to-date
The Aylesford Family Charitable Trust Up-to-date
The Coventry Hospitals Charity Up-to-date
The Mission House Charity Up-to-date
The Rt Hon Viscount Daventry Educational Foundation Of Lady Katherine Leveson Up-to-date
William Matthew Stratford Dugdale Educational Foundation Of Lady Katherine Leveson Up-to-date
The Mission House Charity Up-to-date
The Pigrities Charitable Trust Up-to-date
Robert Meacham Obe Educational Foundation Of Lady Katherine Leveson Up-to-date
The Mission House Charity Up-to-date
The Bishop Of Birmingham Birmingham Churches Together Up-to-date
Church Commissioners For England Up-to-date
Educational Foundation Of Lady Katherine Leveson Up-to-date
Harrison-Rogers-Lozo Foundation Up-to-date
Sandwell Churches Link Up-to-date
Michael Adlington Educational Foundation Of Lady Katherine Leveson Up-to-date
Jonathan Evans Obe Educational Foundation Of Lady Katherine Leveson Up-to-date
Postal Heritage Collection Trust Up-to-date
Postal Heritage Trust Up-to-date
Clare Diana Hopkinson None on record

Areas of operation

List of regions

  • Solihull
  • Warwickshire