LEICESTERSHIRE, LEICESTER AND RUTLAND COMMUNITY FOUNDATION

Charity number: 1135322
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

ENABLES INDIVIDUALS, COMPANIES AND PUBLIC BODIES TO GIVE TO SUPPORT CHARITY AND COMMUNITY NEEDS, BY HELPING DONORS SET UP NAMED FUNDS - EITHER FOR TIME-LIMITED GRANTMAKING, OR BY GENERATING INVESTMENT INCOME FOR "PERPETUAL" GIVING. OPERATES AN ACCESSIBLE AND MONITORED GRANT MAKING PROCESS, MAINLY TO GROUPS ACROSS LEICESTERSHIRE AND RUTLAND, BUT BEYOND IF REQUIRED.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£612,183

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Donations and legacies £201.48k
Charitable activities £269.03k
Other trading activities £0
Investments £133.52k
Other £8.15k

Total expenditure:
£707,130

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Raising funds £73.66k
Charitable activities £633.47k
Other £0

-£373,443 investments gains (losses)

Total income includes £141,414 from 1 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £73.66k
Charitable expenditure £633.47k

People

7 Employee(s)

9 Trustee(s)

5 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Leicester City
  • Leicestershire
  • Rutland

Governance

Registration history:
  • 30 March 2010: Standard registration
  • 30 December 2019: Funds received from 527827 CHARITIES IN CONNECTION WITH ALDERMAN NEWTON'S SCH...
  • 30 December 2019: Funds received from 527828 CHARITIES IN CONNECTION WITH THE CITY OF LEICESTER...
  • 30 December 2019: Funds received from 527835 CHARITIES IN CONNEXION WITH RUSHEY MEAD SCHOOL
  • 30 December 2019: Funds received from 527892 GIRLS' SECONDARY GRAMMAR SCHOOL PRIZE FUND
  • 30 December 2019: Funds received from 532266 A H HEADLEY BEQUEST NO 1
  • 30 December 2019: Funds received from 532265 A H HEADLEY BEQUEST NO 2
  • 30 December 2019: Funds received from 532263 THE WPB PEARSON BEQUEST
  • 03 November 2020: Funds received from 228610 HUNTLEY AND PALMERS BENEVOLENT FUND
  • 25 May 2023: Funds received from 527839-2 MARJORIE WRIGHT SCHOLARSHIP FUND
  • 25 May 2023: Funds received from 527839 CHARITIES IN CONNECTION WITH HUMPHREY PERKINS HIGH...
  • 25 May 2023: Funds received from 527842-1 RICHARD SPRIGGS MEMORIAL PRIZES
  • 25 May 2023: Funds received from 527842 CHARITIES IN CONNEXION WITH LOUGHBOROUGH BURLEIGH ...
  • 25 May 2023: Funds received from 527857 LUTTERWORTH GRAMMAR SCHOOL
  • 25 May 2023: Funds received from 527889 THE LONGWILL EDUCATIONAL FOUNDATION
  • 25 May 2023: Funds received from 527936 LORD MAYNARD'S TRUST
  • 25 May 2023: Funds received from 515108 THE DOCTOR PETER HILL PRIZE FUND
  • 25 May 2023: Funds received from 527888 THE LONGWILL AGRICULTURAL SCHOLARSHIPS
  • 25 May 2023: Funds received from 527842 CHARITIES IN CONNEXION WITH LOUGHBOROUGH BURLEIGH ...
  • 20 July 2023: Funds received from 527944 MARIA PHEASANT'S BEQUEST
  • 07 May 2025: Funds received from 507213 FRANCIS CAUS CHARITY
Organisation type:
Charitable company
Other names:

No other names

Company number:
04851054 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
STUART GRAHAM DAWKINS Chair 20 September 2012
None on record
Kevin Michael Hudson Trustee 31 January 2024
SOFT TOUCH ARTS LIMITED
Received: On time
David Michael Andrews DL Trustee 18 May 2022
THE SIR ANDREW MARTIN TRUST FOR YOUNG PEOPLE
Received: On time
Steps Conductive Education Centre
Received: On time
JENNIFER SUSAN HAND Trustee 18 May 2022
THE LEICESTER SYMPHONY ORCHESTRA LIMITED
Received: On time
MARK TYSON ROBINSON Trustee 18 May 2022
None on record
RICHARD JONATHAN COLTON Trustee 27 June 2018
None on record
Ian Patrick McCormack Trustee 20 September 2017
None on record
Vijay Sharma Trustee 19 September 2017
LEICESTER THEATRE TRUST LIMITED
Received: On time
EAST MIDLANDS AMBULANCE SERVICE NHS TRUST CHARITABLE FUND AND OTHER RELATED CHARITIES
Received: On time
COPE CHILDRENS TRUST
Received: On time
JUSTINE SAMANTHA FLACK Trustee 26 April 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £822.85k £1.99m £714.18k £1.31m £612.18k
Total expenditure £690.67k £1.72m £714.52k £833.76k £707.13k
Income from government contracts N/A £772.96k N/A N/A £141.41k
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £93.14k £282.41k £150.63k £475.11k £201.48k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £627.61k £1.59m £431.13k £700.94k £269.03k
Income - Endowments £19.43k £26.57k £25.92k £191.01k £69.55k
Income - Investment £117.82k £108.80k £117.58k £121.74k £133.52k
Income - Other £3.71k £9.00k £14.85k £10.29k £8.15k
Income - Legacies £0 £255.84k £0 £0 £0
Expenditure - Charitable activities £638.79k £1.67m £668.16k £782.13k £633.47k
Expenditure - Raising funds £51.88k £45.33k £46.36k £51.64k £73.66k
Expenditure - Governance £35.43k £40.47k £0 £64.01k £73.39k
Expenditure - Grants institution £533.21k £1.54m £0 £628.50k £466.45k
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £824 £826 £3.65m £1.04k £775
Long-term investments £2.69m £3.44m £0 £3.64m £4.33m
Other assets £376.62k £493.92k £537.71k £845.16k £424.90k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £103.94k £50.81k £19.58k £27.55k £22.21k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 17 January 2025 On Time
Accounts and TAR 31 March 2024 17 January 2025 On Time Download Open in new window
Annual return 31 March 2023 21 December 2023 On Time
Accounts and TAR 31 March 2023 21 December 2023 On Time Download Open in new window
Annual return 31 March 2022 30 January 2023 On Time
Accounts and TAR 31 March 2022 30 January 2023 On Time Download Open in new window
Annual return 31 March 2021 19 January 2022 On Time
Accounts and TAR 31 March 2021 19 January 2022 On Time Download Open in new window
Annual return 31 March 2020 11 February 2021 11 days late
Accounts and TAR 31 March 2020 11 February 2021 11 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 30 JULY 2003

Charitable objects

A THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY OF LEICESTERSHIRE, LEICESTER AND RUTLAND AND ITS IMMEDIATE NEIGHBOURHOOD (THE 'AREA OF BENEFIT'), AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF GOOD HEALTH, BOTH MENTAL AND PHYSICAL, AND THE RELIEF OF POVERTY AND SICKNESS INCLUDING THE NEEDS OF CARERS B OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE, IN THE OPINION OF THE BOARD OF TRUSTEES, BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THOSE IN THE AREA OF BENEFIT

Area of benefit

The area the charity can operate in, as set out in its governing document.

LEICESTERSHIRE, LEICESTER AND RUTLAND

Contact information

Address:
LEICESTERSHIRE LEICESTER AND
RUTLAND COMMUNITY FOUNDATION
3 WYCLIFFE STREET
LEICESTER
LE1 5LR
Phone:
01162624916
Email:
admin@llrcommunityfoundation.org.uk
Website:

www.llrcommunityfoundation.org.uk Open in new window