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DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST

Registered charity 259892 · accounts filings on the Charity Commission register · also known as LEWIS FAMILY CHARITABLE TRUST

Latest income
£4.6m
Latest spending
£2.7m
Registered
1969
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust holds unrestricted reserves of £28,640,977, which the Trustees consider healthy and sufficient to cover grant commitments and operating costs for three years in the event of income suspension. The Trust reports a net income of £2,386,751 for the year, driven by substantial donations from Lewis Trust Group Limited and investment returns, with no material uncertainties impacting its ability to continue as a going concern.

What the accounts disclose

Reserves policy: three years of current level of grantsmaking (held: £28.6m)
“In this eventuality the Trust would like to continue to support its current level of grantsmaking for 3 years.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation from Ruth Lewis Estate
“During the year, a donation of £92,500 was made from the Ruth Lewis Estate.” — page 21
“Substantial donations were received from Lewis Trust Group Limited, which is a subsidiary of LFH International Limited, a company in which the Trustees hold directorships and financial interests.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Substantial donations from Lewis Trust Group Limited
“During the year, a donation of £92,500 was made from the Ruth Lewis Estate.” — page 21
“Substantial donations were received from Lewis Trust Group Limited, which is a subsidiary of LFH International Limited, a company in which the Trustees hold directorships and financial interests.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Knox Cropper LLP.

Structured financials (annual return, FY ending 31/05/2025)

Total income
£4.6m
Total spending
£2.7m
Cost of raising funds
£25k
Reserves (reported)
£28.6m
Employees
0

Reported reserves equal ~128.3 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/05/2025£4.6m£2.7m
31/05/2024£3.5m£3.6m
31/05/2023£3.4m£4.0m
31/05/2022£3.2m£2.3m
31/05/2021£2.8m£1.7m

Common questions

Is DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST financially healthy?

The accounts state that the Trust holds unrestricted reserves of £28,640,977, which the Trustees consider healthy and sufficient to cover grant commitments and operating costs for three years in the event of income suspension. The Trust reports a net income of £2,386,751 for the year, driven by substantial donations from Lewis Trust Group Limited and investment returns, with no material uncertainties impacting its ability to continue as a going concern. Its FY2025 accounts were audited by Knox Cropper LLP.

Who funds DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST?

Funders whose own accounts filings name DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST as a grant recipient include THE HOUSING ASSOCIATIONS' CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmount
THE HOUSING ASSOCIATIONS' CHARITABLE TRUSTFY2025£20k

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
C E K STERN CHARITABLE TRUST1£35k
THE IMAM HUSSEIN FOUNDATION1£1k

Charities like this

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