THE ARNOLD LEE CHARITABLE TRUST
Latest income
£857k
Latest spending
£652k
Registered
1972
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus for the year, with total incoming resources of £857,327 and total expenditure of £651,836. Per the trustees' report, unrestricted reserves increased to £1,857,271, supported by significant donations and investment income. The trustees confirmed adequate resources for going concern, noting no material uncertainties.
What the accounts disclose
Reserves policy: maintain its funds in long and medium term investments and to generate regular income to meet its annual expenditure; maintain sufficient liquid funds to respond to emergency applications (held: £1.9m)
“It is the policy of the charity to maintain its funds in long and medium term investments and to generate regular income to meet its annual expenditure. Additionally, the trust maintains sufficient liquid funds to respond to emergency applications for grants which arise from time to time.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan from Trustee A Lee
“As at 5 April 2025, the trust was owed from A Lee, a Trustee of the charity £54,697 (2024: £53,697). Of the loan balance due £10,000 relates to the loan principal and £44,697 relates to accrued interest. This balance has been repaid in full since the year end.” — page 22
“During the year ended 5 April 2025, a loan of £40,000 was advanced to E Lee a Trustee of the charity. The loan balance was fully repaid during the period and interest of £1,600 was received on the loan.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan to Trustee E Lee
“As at 5 April 2025, the trust was owed from A Lee, a Trustee of the charity £54,697 (2024: £53,697). Of the loan balance due £10,000 relates to the loan principal and £44,697 relates to accrued interest. This balance has been repaid in full since the year end.” — page 22
“During the year ended 5 April 2025, a loan of £40,000 was advanced to E Lee a Trustee of the charity. The loan balance was fully repaid during the period and interest of £1,600 was received on the loan.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation from Trustee E Lee
“As at 5 April 2025, the trust was owed from A Lee, a Trustee of the charity £54,697 (2024: £53,697). Of the loan balance due £10,000 relates to the loan principal and £44,697 relates to accrued interest. This balance has been repaid in full since the year end.” — page 22
“During the year ended 5 April 2025, a loan of £40,000 was advanced to E Lee a Trustee of the charity. The loan balance was fully repaid during the period and interest of £1,600 was received on the loan.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan from company controlled by Trustee A Lee
“As at 5 April 2025, the trust was owed from A Lee, a Trustee of the charity £54,697 (2024: £53,697). Of the loan balance due £10,000 relates to the loan principal and £44,697 relates to accrued interest. This balance has been repaid in full since the year end.” — page 22
“During the year ended 5 April 2025, a loan of £40,000 was advanced to E Lee a Trustee of the charity. The loan balance was fully repaid during the period and interest of £1,600 was received on the loan.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loans to company controlled by Trustees
“As at 5 April 2025, the trust was owed from A Lee, a Trustee of the charity £54,697 (2024: £53,697). Of the loan balance due £10,000 relates to the loan principal and £44,697 relates to accrued interest. This balance has been repaid in full since the year end.” — page 22
“During the year ended 5 April 2025, a loan of £40,000 was advanced to E Lee a Trustee of the charity. The loan balance was fully repaid during the period and interest of £1,600 was received on the loan.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Structured financials (annual return, FY ending 05/04/2025)
Total income
£857k
Total spending
£652k
Reserves (reported)
£1.9m
Employees
0
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £857k | £652k |
| 05/04/2024 | £128k | £390k |
| 05/04/2023 | £144k | £290k |
| 05/04/2022 | £896k | £260k |
| 05/04/2021 | £173k | £250k |
Common questions
Is THE ARNOLD LEE CHARITABLE TRUST financially healthy?
The accounts state that the charity reported a surplus for the year, with total incoming resources of £857,327 and total expenditure of £651,836. Per the trustees' report, unrestricted reserves increased to £1,857,271, supported by significant donations and investment income. The trustees confirmed adequate resources for going concern, noting no material uncertainties. Its FY2025 accounts were independently examined.