THE DAVID LEAN FOUNDATION

Registered charity 1067074 · accounts filings on the Charity Commission register

The Charity's activities to achieve its objects include making awards (1) to other charities whose aims include similar aims (2) for Film student scholarships

Objects

1) TO PROMOTE AND ADVANCE EDUCATION AND TO CULTIVATE AND IMPROVE PUBLIC TASTE IN THE VISUAL ARTS IN PARTICULAR BY STIMULATING ORIGINAL AND CREATIVE WORK IN THE UNITED KINGDOM IN THE FIELD OF FILM PRODUCTION ( IN PARTICULAR INCLUDING SCREENPLAY WRITING AND FILM PRODUCTION AND FILM EDITING) AND BY ENCOURAGING A HIGH STANDARD OF ART AND TECHNIQUE IN PERSONS ENGAGED IN SUCH FILM PRODUCTION AND BY ENCOURAGING AND PROMOTING THE IMPROVEMENT OF THE STANDARD OF THE ARTS SCIENCES AND TECHNIQUES OF FILM PRODUCTION. 2) TO BENEFIT SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR OTHER CHARITABLE OBJECT OR OBJECTS IN ANY PART OF THE WORLD AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT TO SUPPORT OR ESTABLISH

Area of benefit: UNITED KINGDOM

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Stafford, West Midlands, England (from the postcode on the register)

Latest income
£7.3m
Latest spending
£258k
Registered
1997
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the financial statements have been prepared on a basis other than going concern because the trustees intend to liquidate the charity and transfer its assets to the NFTS Foundation. Despite this impending closure, the charity held unrestricted reserves of £7,597,290 at the year end, significantly exceeding its stated policy target of 12 months' support costs (£69,508).

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Going concern: accounts NOT prepared on a going-concern basis (closing, merging or winding up)
“The Trustees intend to liquidate the charity and therefore do not consider it to be appropriate to adopt the going concern basis of accounting in preparing the financial statements.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Gift aid from subsidiary
“The Foundation received a gift aid distribution from its subsidiary David Lean Films Ltd of £151,752 (2024: £nil).” — page 28
“M W Thowless-Reeves, a trustee of the Foundation until 1 September 2025 is the senior partner and designated member of Sorbus Partners LLP, who act as investment managers to the Foundation. During the year the Foundation was charged £3,874 (2024: £3,597) for investment manager fees for managing the investment portfolio on behalf of the Foundation.” — page 28
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Investment management fees from Sorbus Partners LLP
“The Foundation received a gift aid distribution from its subsidiary David Lean Films Ltd of £151,752 (2024: £nil).” — page 28
“M W Thowless-Reeves, a trustee of the Foundation until 1 September 2025 is the senior partner and designated member of Sorbus Partners LLP, who act as investment managers to the Foundation. During the year the Foundation was charged £3,874 (2024: £3,597) for investment manager fees for managing the investment portfolio on behalf of the Foundation.” — page 28
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grants to National Film and Television School
“The Foundation received a gift aid distribution from its subsidiary David Lean Films Ltd of £151,752 (2024: £nil).” — page 28
“M W Thowless-Reeves, a trustee of the Foundation until 1 September 2025 is the senior partner and designated member of Sorbus Partners LLP, who act as investment managers to the Foundation. During the year the Foundation was charged £3,874 (2024: £3,597) for investment manager fees for managing the investment portfolio on behalf of the Foundation.” — page 28
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: David Lean Films Limited
“The Foundation has a wholly owned trading subsidiary, David Lean Films Limited (Subsidiary), which collects film royalties, administers its own funds and makes gift aid distribution to the Foundation.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Affinia (Crawley). Discloses 2 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

  • Has a trading subsidiary
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

  • Has a trading subsidiary
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

  • Has a trading subsidiary
  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 31/12/2025)

Total income
£7.3m
Total spending
£258k
Cost of raising funds
£35k
Reserves (reported)
£7.6m
Employees
0

Per its annual return, largest income source: Donations and legacies (98% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.5% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
31/12/2025£7.3m£258k
31/12/2024£202k£271k
31/12/2023£167k£230k
31/12/2022£223k£98k
31/12/2021£251k£196k

Common questions

Is THE DAVID LEAN FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the financial statements have been prepared on a basis other than going concern because the trustees intend to liquidate the charity and transfer its assets to the NFTS Foundation. Despite this impending closure, the charity held unrestricted reserves of £7,597,290 at the year end, significantly exceeding its stated policy target of 12 months' support costs (£69,508). Its FY2025 accounts were audited by Affinia (Crawley).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DAVID SIMON LEVIN FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE DAVID LEAN FOUNDATION£7.3m——above—not going concern
DAVID SIMON LEVIN FOUNDATION FY2025£95k—0above—no doubt
DO WELL FOUNDATION LIMITED FY2025£66k—0unclear—not going concern
THE HELEN AND DAVID HAINS (UK) FOUNDATION FY2025£501k—0unclear—no doubt
THE LINDEN CHARITABLE TRUST FY2025£92k—0unclear—no doubt
DAVID LYNCH FOUNDATION UK FY2025£173k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.