BERNARD LEWIS FAMILY CHARITABLE TRUST

Charity number: 1125035
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The income and capital of the Trust is to be used, in whole or part, exclusively for the benefit of charitable purposes at the discretion of the Trustees. The legally permitted objectives are wide and cover generally accepted charitable objects.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£6,221,467

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Donations and legacies £6.03m
Charitable activities £0
Other trading activities £0
Investments £196.47k
Other £0

Total expenditure:
£6,141,355

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Raising funds £8.65k
Charitable activities £6.13m
Other £0

£234,166 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £8.65k
Charitable expenditure £6.13m
Retained for future use £80.11k

People

1 Employee(s)

4 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 17 July 2008: Standard registration
  • 18 August 2021: Funds received from 1143792 JAMES LEWIS FOUNDATION
Organisation type:
Trust
Other names:
  • THE BERNARD LEWIS CHARITABLE TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
BERNARD LEWIS Trustee
None on record
LEONARD RICHARD LEWIS Trustee
None on record
CLIVE ROBERT LEWIS Trustee
None on record
CAROLINE JANE GRAINGE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £2.56m £2.57m £3.06m £134.95k £6.22m
Total expenditure £2.42m £1.57m £1.83m £5.25m £6.14m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £2.52m £2.52m £3.02m N/A £6.03m
Income - Other trading activities £0 £0 £0 N/A £0
Income - Charitable activities £0 £0 £0 N/A £0
Income - Endowments £0 £0 £0 N/A £0
Income - Investment £43.97k £56.13k £47.64k N/A £196.47k
Income - Other £0 £0 £0 N/A £0
Income - Legacies £0 £0 £0 N/A £0
Expenditure - Charitable activities £2.42m £1.57m £1.81m N/A £6.13m
Expenditure - Raising funds £196 £228 £19.10k N/A £8.65k
Expenditure - Governance £12.00k £12.60k £13.23k N/A £12.24k
Expenditure - Grants institution £2.28m £1.41m £1.63m N/A £5.94m
Expenditure - Investment management £196 £228 £19.10k N/A £8.65k
Expenditure - Other £0 £0 £0 N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £0 £0 £0 N/A £0
Long-term investments £479.73k £352.98k £5.66m N/A £5.40m
Other assets £9.19m £9.66m £5.17m N/A £3.37m
Defined benefit pension scheme asset or liability £0 £0 £0 N/A £0
Total liabilities £1.60m £957.40k £478.73k N/A £3.87m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 25 October 2024 On Time
Accounts and TAR 31 December 2023 25 October 2024 On Time Download Open in new window
Annual return 31 December 2022 06 October 2023 On Time
Accounts and TAR 31 December 2022 06 October 2023 On Time Download Open in new window
Annual return 31 December 2021 14 October 2022 On Time
Accounts and TAR 31 December 2021 14 October 2022 On Time Download Open in new window
Annual return 31 December 2020 05 October 2021 On Time
Accounts and TAR 31 December 2020 05 October 2021 On Time Download Open in new window
Annual return 31 December 2019 01 October 2020 On Time
Accounts and TAR 31 December 2019 01 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED MADE 12 JUNE 2008 AS AMENDED BY SUPPLEMENTAL DEED DATED 20 NOVEMBER 2008

Charitable objects

TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNDEFINED. IN PRACTICE, NATIONAL.

Contact information

Address:
BLUE COAST CAPITAL
SEYMOUR MEWS HOUSE
26-27 SEYMOUR MEWS
LONDON
W1H 6BN
Phone:
No information available
Email:
No information available
Website:

No information available