BritDB

CCEW Charity Commission profile

DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST

Registered charity 259892 · organisation 259892

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
24 November 1969
Removed
Not supplied
Financial period
1 June 2024 – 31 May 2025
Latest income
£4,553,915
Latest expenditure
£2,678,175
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: CHELSEA HOUSE, WEST GATE, EALING, LONDON, W5 1DR

02 Activities

What the charity does

The legally permitted objectives are very wide and cover virtually every generally accepted charitable object. However, in practice the causes to which the Trustees have devoted the bulk of resources in recent years have been medical research, education and relief for the less fortunate.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 June 2024
Fin Period End Date
31 May 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 March 2026
Date Annual Return Received
30 March 2026
Date Accounts Received
30 March 2026
Total Gross Income
£4,553,915
Total Gross Expenditure
£2,678,175
Fin Period Start Date
1 June 2023
Fin Period End Date
31 May 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 March 2025
Date Annual Return Received
19 February 2025
Date Accounts Received
19 February 2025
Total Gross Income
£3,487,605
Total Gross Expenditure
£3,626,360
Fin Period Start Date
1 June 2022
Fin Period End Date
31 May 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 March 2024
Date Annual Return Received
6 October 2023
Date Accounts Received
6 October 2023
Total Gross Income
£3,363,068
Total Gross Expenditure
£4,008,940
Fin Period Start Date
1 June 2021
Fin Period End Date
31 May 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 March 2023
Date Annual Return Received
14 October 2022
Date Accounts Received
14 October 2022
Total Gross Income
£3,241,580
Total Gross Expenditure
£2,257,339
Fin Period Start Date
1 June 2020
Fin Period End Date
31 May 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 March 2022
Date Annual Return Received
5 October 2021
Date Accounts Received
5 October 2021
Total Gross Income
£2,768,694
Total Gross Expenditure
£1,695,489

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 June 2024
Fin Period End Date
31 May 2025
Ar Due Date
31 March 2026
Ar Received Date
30 March 2026
Total Gross Income
£4,553,915
Total Gross Expenditure
£2,678,175
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 June 2023
Fin Period End Date
31 May 2024
Ar Due Date
31 March 2025
Ar Received Date
19 February 2025
Total Gross Income
£3,487,605
Total Gross Expenditure
£3,626,360
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 June 2022
Fin Period End Date
31 May 2023
Ar Due Date
31 March 2024
Ar Received Date
6 October 2023
Total Gross Income
£3,363,068
Total Gross Expenditure
£4,008,940
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 June 2021
Fin Period End Date
31 May 2022
Ar Due Date
31 March 2023
Ar Received Date
14 October 2022
Total Gross Income
£3,241,580
Total Gross Expenditure
£2,257,339
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 June 2020
Fin Period End Date
31 May 2021
Ar Due Date
31 March 2022
Ar Received Date
5 October 2021
Total Gross Income
£2,768,694
Total Gross Expenditure
£1,695,489
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 June 2024
Fin Period End Date
31 May 2025
Ar Due Date
31 March 2026
Ar Received Date
30 March 2026
Income Donations And Legacies
4107500
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
446415
Income Other
0
Income Total Income And Endowments
4553915
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£25,392
Expenditure Charitable Expenditure
£2,652,783
Expenditure Other
0
Expenditure Total
2678175
Expenditure Investment Management
25392
Expenditure Grants Institution
2577033
Expenditure Governance
12852
Expenditure Support Costs
56711
Expenditure Depreciation
0
Gain Loss Investment
511011
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£28,640,977
Assets Total Fixed
23865185
Assets Own Use
0
Assets Long Term Investment
23865185
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,577,930
Assets Total Liabilities
£802,138
Assets Current Investment
0
Assets Total Assets And Liabilities
£28,640,977
Creditors One Year Total Current
542138
Creditors Falling Due After One Year
260000
Assets Cash
£5,560,152
Funds Endowment
0
Funds Unrestricted
28640977
Funds Restricted
0
Funds Total
28640977
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 June 2023
Fin Period End Date
31 May 2024
Ar Due Date
31 March 2025
Ar Received Date
19 February 2025
Income Donations And Legacies
3016800
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
470804
Income Other
0
Income Total Income And Endowments
3487604
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£31,579
Expenditure Charitable Expenditure
£3,594,781
Expenditure Other
0
Expenditure Total
3626360
Expenditure Investment Management
31579
Expenditure Grants Institution
3514570
Expenditure Governance
12240
Expenditure Support Costs
67970
Expenditure Depreciation
0
Gain Loss Investment
1611306
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£26,254,226
Assets Total Fixed
23927040
Assets Own Use
0
Assets Long Term Investment
23927040
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,409,144
Assets Total Liabilities
£1,081,958
Assets Current Investment
0
Assets Total Assets And Liabilities
£26,254,226
Creditors One Year Total Current
826422
Creditors Falling Due After One Year
255536
Assets Cash
£3,395,311
Funds Endowment
0
Funds Unrestricted
26254226
Funds Restricted
0
Funds Total
26254226
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 June 2022
Fin Period End Date
31 May 2023
Ar Due Date
31 March 2024
Ar Received Date
6 October 2023
Income Donations And Legacies
3015000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
348068
Income Other
0
Income Total Income And Endowments
3363068
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£5,932
Expenditure Charitable Expenditure
£4,003,008
Expenditure Other
0
Expenditure Total
4008940
Expenditure Investment Management
5932
Expenditure Grants Institution
3934344
Expenditure Governance
21000
Expenditure Support Costs
68663
Expenditure Depreciation
0
Gain Loss Investment
-71793
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£24,781,675
Assets Total Fixed
23267468
Assets Own Use
0
Assets Long Term Investment
23267468
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,037,402
Assets Total Liabilities
£1,523,195
Assets Current Investment
0
Assets Total Assets And Liabilities
£24,781,675
Creditors One Year Total Current
1216895
Creditors Falling Due After One Year
306300
Assets Cash
£3,007,951
Funds Endowment
0
Funds Unrestricted
24781675
Funds Restricted
0
Funds Total
24781675
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 June 2021
Fin Period End Date
31 May 2022
Ar Due Date
31 March 2023
Ar Received Date
14 October 2022
Income Donations And Legacies
3015000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
226500
Income Other
0
Income Total Income And Endowments
3241500
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,257,339
Expenditure Other
0
Expenditure Total
2257339
Expenditure Investment Management
0
Expenditure Grants Institution
2244109
Expenditure Governance
13230
Expenditure Support Costs
17766
Expenditure Depreciation
0
Gain Loss Investment
-548232
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£25,499,340
Assets Total Fixed
22665080
Assets Own Use
0
Assets Long Term Investment
22665080
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,536,173
Assets Total Liabilities
£701,913
Assets Current Investment
0
Assets Total Assets And Liabilities
£25,499,340
Creditors One Year Total Current
626913
Creditors Falling Due After One Year
75000
Assets Cash
£3,502,622
Funds Endowment
0
Funds Unrestricted
25499340
Funds Restricted
0
Funds Total
25499340
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 June 2020
Fin Period End Date
31 May 2021
Ar Due Date
31 March 2022
Ar Received Date
5 October 2021
Income Donations And Legacies
2515000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
253694
Income Other
0
Income Total Income And Endowments
2768694
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,095
Expenditure Charitable Expenditure
£1,694,394
Expenditure Other
0
Expenditure Total
1695489
Expenditure Investment Management
1095
Expenditure Grants Institution
1681794
Expenditure Governance
12600
Expenditure Support Costs
146306
Expenditure Depreciation
0
Gain Loss Investment
2989120
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£25,063,331
Assets Total Fixed
21681308
Assets Own Use
0
Assets Long Term Investment
21681308
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,991,962
Assets Total Liabilities
£609,939
Assets Current Investment
0
Assets Total Assets And Liabilities
£25,063,331
Creditors One Year Total Current
404939
Creditors Falling Due After One Year
205000
Assets Cash
£3,953,562
Funds Endowment
0
Funds Unrestricted
25063331
Funds Restricted
0
Funds Total
25063331
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
111
Classification Type
What
Classification Description
Animals
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
104
Classification Type
What
Classification Description
Disability

08 Official extract

Charity Event History

Charity Name
DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1969-11-24T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
DECLARATION OF TRUST DATED 30/09/1969AS AMENDED ON 27/03/2013AS AMENDED BY DEED DATED 26/09/2013
Charitable Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. IN THIS DEED, ‘TRUST FUND’ SHALL MEAN:(A) THE PROPERTY CURRENTLY HELD UPON THE TRUSTS OF THE CHARITY;(B) ALL MONEY, INVESTMENTS OR OTHER PROPERTY PAID OR TRANSFERRED BY ANY PERSON, TO OR SO AS TO BE UNDER THE CONTROL OF, AND, IN EITHER CASE, ACCEPTED BY THE TRUSTEES AS ADDITIONS;(C) ALL ACCUMULATIONS (IF ANY) OF INCOME; AND(D) THE MONEY, INVESTMENTS AND PROPERTY FROM TIME TO TIME REPRESENTING THE ABOVE.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
173024
Charity Name Type
Previous name
Charity Name
LEWIS FAMILY CHARITABLE TRUST

11 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Risk management
Policy Name
Complaints policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Internal charity financial controls policy and procedures