THE ARNOLD LEE CHARITABLE TRUST

Registered charity 264437 · accounts filings on the Charity Commission register

To distribute income and capital for any charitable purpose or objective.

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

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.

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

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.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income

£857k

Total spending

£652k

Reserves (reported)

£1.9m

Employees

0

Reported reserves equal ~34.2 months of spending — in the top quarter for charities its size (median 5.2 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: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

ALAN LAWRENCE LEEchair · trustee of 2 other charities
EDWARD MICHAEL LEE · trustee of 5 other charities

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

Operates in: Throughout England And Wales

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?

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. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with S O CHARITABLE TRUST.

S O CHARITABLE TRUST income £149k
THE JEANNINE VASSILIOU CHARITABLE TRUST income £115k
INVESTREAM CHARITABLE TRUST income £153k
FRIENDS OF ACHIEZER ARAD income £1.2m
THE AURUM CHARITABLE TRUST income £1.8m
LILLIE JOHNSON CHARITABLE TRUST income £227k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE ARNOLD LEE CHARITABLE TRUST	£857k	—	0	unclear	—	no doubt
S O CHARITABLE TRUST FY2025	£149k	—	0	unclear	—	no doubt
THE JEANNINE VASSILIOU CHARITABLE TRUST FY2025	£115k	—	0	unclear	—	no doubt
INVESTREAM CHARITABLE TRUST FY2025	£153k	—	0	above	—	no doubt
FRIENDS OF ACHIEZER ARAD FY2025	£1.2m	—	0	below	—	no doubt
THE AURUM CHARITABLE TRUST FY2025	£1.8m	—	0	below	—	no doubt

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