THE LEE AND BAKIRGIAN FAMILY TRUST
To provide financial or other aid to universities, colleges, schools, community and youth groups and religious institutions particularly in Lancashire and Cheshire to promote research and to further chaitable community and youth projects.
Objects
THE PROVISION OF FINANCIAL OR OTHER AID TO UNIVERSITIES, COLLEGES, SCHOOLS, COMMUNITY, COMMUNITY RELATIONS OR YOUTH GROUPS OR RELIGIOUS INSTITUTIONS TO ASSIST THEM TO PROMOTE RESEARCH AND TO FURTHER COMMUNITY PROJECTS GENERALLY AND SPECIFICALLY, COMMUNITY AND YOUTH OBJECTS WITHIN LANCASHIRE AND CHESHIRE AREAS.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds increased to £904,096, adhering to a reserves policy requiring a minimum of six months' expenditure. The charity reported no employees and no trustee remuneration, with governance costs limited to £2,988. The independent examiner confirmed that accounting records were kept and financial statements accorded with those records.
What the accounts disclose
“Income from: Investments 2 74,086”
“It is the policy of the charity that unrestricted funds which have not been designated for a specific purpose should be maintained at a level equal to a minimum of six months expenditure.” — page 4
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
Trustees
- LORD LEE OF TRAFFORDchair
- D L M LEE
- E C R LEE
- SADA LUCINDA PHILLIPA KILBY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £74k | £37k |
| 30/09/2024 | £55k | £36k |
| 30/09/2023 | £45k | £40k |
| 30/09/2022 | £52k | £26k |
| 30/09/2021 | £37k | £35k |
Common questions
Is THE LEE AND BAKIRGIAN FAMILY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds increased to £904,096, adhering to a reserves policy requiring a minimum of six months' expenditure. The charity reported no employees and no trustee remuneration, with governance costs limited to £2,988. The independent examiner confirmed that accounting records were kept and financial statements accorded with those records. Its FY2025 accounts were independently examined.