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BERNARD LEWIS FAMILY CHARITABLE TRUST

Registered charity 1125035 · accounts filings on the Charity Commission register · also known as THE BERNARD LEWIS CHARITABLE TRUST

The income and capital of the Trust is to be used, in whole or part, exclusively for the benefit of charitable purposes at the discretion of the Trustees.The legally permitted objectives are wide and cover generally accepted charitable objects.

Causes: General Charitable Purposes · Education/training · Grant history (this charity is a funder) · Get email alerts

Latest income
£4.2m
Latest spending
£2.6m
Registered
2008
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity held unrestricted reserves of £6,651,036 at the end of the financial year, an increase from the previous year's £4,900,351. The trustees report that the trust has more than adequate financial resources to continue in operation for at least twelve months, citing net current assets of £3,085,676. The reserves policy is to retain sufficient funds to cover committed grants and operating costs assuming no further income, a level the trustees intend to maintain.

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

What the accounts disclose

Largest income source: Lewis Trust Group Limited (96% of income)
“Donations of £4,015,000 (2023: £6,015,000) were received from Lewis Trust Group Limited during the year.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: cover the commitments made and operating costs for the period of committed grants, assuming no further income is received (held: £6.7m)
“Reserves are set to cover the commitments made and operating costs for the period of committed grants, assuming no further income is received. The Trustees intend to maintain reserves levels.” — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Donations from Lewis Trust Group Limited, a subsidiary of LFH International Limited, in which Trustees hold directorships and financial interests.
“Donations of £4,015,000 (2023: £6,015,000) were received from Lewis Trust Group Limited during the year. Lewis Trust Group Limited is a subsidiary of LFH International Limited, a company in which the Trustees hold directorships and financial interests.” — page 5
“The charity had one employee; salary costs are disclosed in Note 5. The employee was a close family member of a Trustee.” — page 21
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: The charity's employee was a close family member of a Trustee.
“Donations of £4,015,000 (2023: £6,015,000) were received from Lewis Trust Group Limited during the year. Lewis Trust Group Limited is a subsidiary of LFH International Limited, a company in which the Trustees hold directorships and financial interests.” — page 5
“The charity had one employee; salary costs are disclosed in Note 5. The employee was a close family member of a Trustee.” — page 21
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Knox Cropper LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£4.2m
Total spending
£2.6m
Cost of raising funds
£4k
Reserves (reported)
£6.7m
Employees
1

Reported reserves equal ~30.5 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (96% 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: 0.1% of total income — below the median for charities its size (5.2%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£4.2m£2.6m
31/12/2023£6.2m£6.1m
31/12/2022£135k£5.3m
31/12/2021£3.1m£1.8m
31/12/2020£2.6m£1.6m

Common questions

Is BERNARD LEWIS FAMILY CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity held unrestricted reserves of £6,651,036 at the end of the financial year, an increase from the previous year's £4,900,351. The trustees report that the trust has more than adequate financial resources to continue in operation for at least twelve months, citing net current assets of £3,085,676. The reserves policy is to retain sufficient funds to cover committed grants and operating costs assuming no further income, a level the trustees intend to maintain. Its FY2024 accounts were audited by Knox Cropper LLP.

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.

FunderSimilar charities fundedAmount to them
THE HOUSING ASSOCIATIONS' CHARITABLE TRUST1£20k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
BERNARD LEWIS FAMILY CHARITABLE TRUST£4.2m—0above—no doubt
DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST FY2025£4.6m—0above—no doubt
THE JEANNINE VASSILIOU CHARITABLE TRUST FY2025£115k—0unclear—no doubt
THE BLANES TRUST FY2025£112k—0unclear—no doubt
BRAMPTON CHARITABLE TRUST FY2025£101k—0unclear—no doubt
JOAN AINSLIE CHARITABLE TRUST FY2025£278k—0unclear—no doubt

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