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.

Objects

TO OR FOR THE BENEFIT OF ANY CHARITABLE OBJECT OR PURPOSE THAT THE TRUSTEES MAY DEEM PROPER.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Westminster, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The charity reported a surplus of £219,914 for the year ended 5 April 2025, driven by significant donations and gift aid income. The unrestricted reserves increased to £1,857,271, with free reserves (excluding investments) standing at £1,635,243. The trustees confirmed the charity has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 2 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding vulnerable beneficiaries
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 05/04/2023 (received 08/03/2024, 32 days after the 05/02/2024 due date); year ending 05/04/2022 (received 07/03/2023, 30 days after the 05/02/2023 due date); year ending 05/04/2021 (received 15/03/2022, 38 days after the 05/02/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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

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

Common questions

Charities like this

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

• AUDREY EARLE CHARITABLE TRUST income £180k
• THE LAKE FOUNDATION CHARITABLE TRUST income £125k
• THE APELT AND LAZARUS CHARITABLE TRUST income £133k
• M I CHARITABLE TRUST income £21k
• THE RADFIELD TRUST income £5k
• THE BENSON AND LIONEL BLACK CHARITABLE TRUST income £834k

Side by side with its peers

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