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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

The legally permitted objectives are very wide and cover virtually every generally accepted charitable object. However, in practice the causes to which the Trustees have devoted the bulk of resources in recent years have been medical research, education and relief for the less fortunate.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · Get email alerts

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.

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

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. Discloses 4 of 6 completeness components.

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).

Per its annual return, largest income source: Donations and legacies (90% 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: 0.6% of total income — below the median for charities its size (5.2%) (benchmarks).

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
31/05/2025£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?

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. 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.

FunderYearAmountPurpose (as stated by the funder)
THE HOUSING ASSOCIATIONS' CHARITABLE TRUSTFY2025£20kCharitable projects

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 REED FOUNDATION1£84k
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.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST£4.6m—0above—no doubt
BERNARD LEWIS FAMILY CHARITABLE TRUST FY2024£4.2m—0above—no doubt
THE FAMILY RICH CHARITIES TRUST FY2024£138k—0unclear—no doubt
FUTURE SCOPE CHARITABLE TRUST FY2024£236k—0above—no doubt
LOUIS NICHOLAS RESIDUARY CHARITABLE TRUST FY2025£994k—0unclear—no doubt
Fischer Family Foundation FY2024£168k—0unclear—no doubt

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