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

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

Latest income
£202k
Latest spending
£271k
Registered
1997
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted reserves of £9,631, which is above its stated policy target of £2,481 (representing six months of investment income). The group reports total net assets of £850,731, supported by significant investment holdings, although the charity's primary income source from its trading subsidiary was £nil for the year.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: none
“The Foundation's principal source of income is royalties from three of the major films directed by Sir David Lean.” — page 24
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: six months investment income (held: £10k)
“The reserves policy is that the unrestricted income reserves of the charity should represent six months investment income. At the year end this would require a minimum income reserve of £2,481” — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Trustee S R Beard's company (Peter Smith (Farms) Ltd) received £36,504 for office, accounting and administration services.
“S R Beard, a trustee of the Foundation and director of David Lean Films Ltd, is a director and the principal shareholder of Peter Smith (Farms) Ltd a company which, during the year received from the Group £36,504 (2023:£47,148) for providing office, accounting and administration services to the Foundation and David Lean Films Ltd.” — page 24
“Mr A A Reeves, a director of the David Lean Films Ltd until 29th January 2025, is entitled to a commission on the royalties received from "A Passage to India" and in 2024 received £406 (2023: £81).” — page 24
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Former director A A Reeves received £406 in commission on royalties.
“S R Beard, a trustee of the Foundation and director of David Lean Films Ltd, is a director and the principal shareholder of Peter Smith (Farms) Ltd a company which, during the year received from the Group £36,504 (2023:£47,148) for providing office, accounting and administration services to the Foundation and David Lean Films Ltd.” — page 24
“Mr A A Reeves, a director of the David Lean Films Ltd until 29th January 2025, is entitled to a commission on the royalties received from "A Passage to India" and in 2024 received £406 (2023: £81).” — page 24
Per its FY2024 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 17
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
31/12/2024£202k£271k
31/12/2023£167k£230k
31/12/2022£223k£98k
31/12/2021£251k£196k
31/12/2020£184k£150k

Common questions

Is THE DAVID LEAN FOUNDATION financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds unrestricted reserves of £9,631, which is above its stated policy target of £2,481 (representing six months of investment income). The group reports total net assets of £850,731, supported by significant investment holdings, although the charity's primary income source from its trading subsidiary was £nil for the year. Its FY2024 accounts were independently examined.

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 LYNCH FOUNDATION UK.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE DAVID LEAN FOUNDATION£202k—0unclear—no doubt
DAVID LYNCH FOUNDATION UK FY2025£173k—0above—no doubt
THE CHARTLEY FOUNDATION FY2024£242k—0unclear—no doubt
THE CRANBROOK FOUNDATION FY2025£520k—0unclear—no doubt
THE BLAKEY FOUNDATION FY2025£271k—0unclear—no doubt
THE JOHN THAW FOUNDATION FY2026£180k—0unclear—no doubt

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