BERNARD LEWIS FAMILY 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.
Objects
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.
Financial health, per its FY2025 accounts
The charity reported a net expenditure of £1,480,871 for the year, resulting in a decrease in unrestricted funds from £6,651,036 to £5,170,165. The trustees consider the trust to have more than adequate financial resources to continue in operation for at least twelve months, confirming the appropriateness of the going concern basis. Reserves are maintained to cover committed grants and operating costs, assuming no further income is received.
What the accounts disclose
“Donations of £4,015,000 (2024: £4,015,000) were received from Lewis Trust Group Limited during the year.” — page 5
“Reserves are set to cover the commitments made and operating costs for the period of committed grants, assuming no further income is received.” — page 6
“Donations of £4,015,000 (2024: £4,015,000) 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 administration of grants and the processing and handling of applications is carried out by employees of Lewis Trust Group Limited and River Island Clothing Co. Limited. The services provided by these employees are included in the Trust as a gift in kind.” — page 4
“Donations of £4,015,000 (2024: £4,015,000) 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 administration of grants and the processing and handling of applications is carried out by employees of Lewis Trust Group Limited and River Island Clothing Co. Limited. The services provided by these employees are included in the Trust as a gift in kind.” — page 4
“Donations of £4,015,000 (2024: £4,015,000) 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 administration of grants and the processing and handling of applications is carried out by employees of Lewis Trust Group Limited and River Island Clothing Co. Limited. The services provided by these employees are included in the Trust as a gift in kind.” — page 4
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/12/2025)
Register events
- Received assets from another charity (18/08/2021)
Trustees
- CAROLINE JANE GRAINGE
- CLIVE ROBERT LEWIS
- LEONARD RICHARD LEWIS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £4.2m | £5.9m |
| 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 |
Common questions
Is BERNARD LEWIS FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The charity reported a net expenditure of £1,480,871 for the year, resulting in a decrease in unrestricted funds from £6,651,036 to £5,170,165. The trustees consider the trust to have more than adequate financial resources to continue in operation for at least twelve months, confirming the appropriateness of the going concern basis. Reserves are maintained to cover committed grants and operating costs, assuming no further income is received. Its FY2025 accounts were audited by Knox Cropper LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HOUSING ASSOCIATIONS' CHARITABLE TRUST | 1 | £20k |
Charities like this
- DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST
- THE BRITWELL TRUST
- DAVID LISTER CHARITABLE TRUST
- BDO CHARITABLE TRUST
- THE HARRIS FAMILY CHARITABLE TRUST
- THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BERNARD LEWIS FAMILY CHARITABLE TRUST | £4.2m | — | 0 | above | — | no doubt |
| DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST | £4.6m | — | 0 | above | — | no doubt |
| THE BRITWELL TRUST | £37k | — | — | unclear | — | no doubt |
| DAVID LISTER CHARITABLE TRUST | £492k | — | 0 | unclear | — | no doubt |
| BDO CHARITABLE TRUST | £50k | — | 0 | unclear | — | no doubt |
| THE HARRIS FAMILY CHARITABLE TRUST | £71k | — | 0 | unclear | — | no doubt |