Registered charities in England and Wales
Data for financial year ending 30 June 2017
The Foundation Of Lady Katherine Leveson
- 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
- The advancement of health or saving of lives
- 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:
* £256.5K investment gains(losses)
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
Raises funds from the Public
Recognised by HMRC for gift aid
Charitable spending ratios
Ratios have to be put in context. They should be read in conjunction with the charity’s financial statements on which they’re based if they are to be interpreted correctly and sound conclusions drawn. For example the accounting rules affect what can be classed as income or expenditure. Where a charity which purchases land to further its objects the accounting rules do not permit including the purchase cost as charitable spending in its accounts. Instead it is ‘capitalised’ and shown on the balance sheet. Similarly a charity that receives an endowment it can’t spend may have a lower percentage of charitable spending as a proportion of income in the year of receipt as compared to the previous year as a result. Ratios may also be affected by the way a charity operates. For example, a charity which primarily generates income from investments may have lower cost of raising funds than one which employs fundraisers. A grant-making charity funding other charities to undertake an activity will have much lower staffing costs compared to a charity employing staff to perform that activity.
Charitable spending (including governance costs) as a percentage of the group’s total income available for charitable activities.
The charity group’s total income adjusted for the trading subsidiaries costs of income generation and other costs to give the percentage available to the parent for charitable spending.
The percentage of the charity’s total income retained for future use.
Accounts and trustees' annual report
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 documentMEMORANDUM AND ARTICLES INCORPORATED 22/12/2011
Safeguarding vulnerable beneficiaries
Conflicts of interest
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
Areas of operation
List of regions