WALTER LEES FOUNDATION

Charity number: 1138935
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trustees shall hold the capital and income of the Trust Fund upon trust to apply the income or capital at such time for the benefit of charitable objects at their discretion. In the objects clause the Trustees are also given power at their discretion to accumulate income for a period of 21 years from the date of death of the deceased.

Income and expenditure

Data for financial year ending 31 October 2024

Total income: £58,370
Total expenditure: £104,445

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 11 November 2010: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
Land and property:
This charity owns and/or leases 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GERALD RICHARD ORNSTEIN Chair 11 November 2010
None on record
Steven Paul Frost Trustee 01 November 2017
None on record
MR HUGH MACDOUGALD Trustee 11 November 2010
ENGLISH CHAMBER ORCHESTRAL AND MUSIC SOCIETY LTD
Received: On time
The Henrietta St. Andrew Charity
Received: On time
THE PAVIORS' CHARITY
Received: On time
THE LONDON CONSTRUCTION ACADEMY
Recently registered

Financial history

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Financial period end date

Income / Expenditure 31/10/2020 31/10/2021 31/10/2022 31/10/2023 31/10/2024
Total gross income £51.61k £42.60k £43.63k £54.15k £58.37k
Total expenditure £113.89k £114.58k £112.37k £113.74k £104.45k
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

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 October 2024 25 July 2025 On time
Accounts and TAR 31 October 2024 25 July 2025 On time Download Open in new window
Annual return 31 October 2023 24 June 2024 On time
Accounts and TAR 31 October 2023 24 June 2024 On time Download Open in new window
Annual return 31 October 2022 14 August 2023 On time
Accounts and TAR 31 October 2022 14 August 2023 On time Download Open in new window
Annual return 31 October 2021 07 July 2022 On time
Accounts and TAR 31 October 2021 07 July 2022 On time Download Open in new window
Annual return 31 October 2020 06 July 2021 On time
Accounts and TAR 31 October 2020 06 July 2021 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.

WILL PROVED AT PROBATE REGISTRY 16 JULY 2010

Charitable objects

TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST 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 MY TRUSTEES MAY IN THEIR DISCRETION THINK FIT

Area of benefit

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

UNDEFINED.

Contact information

Address:
C/O Winckworth Sherwood LLP
Abor
255 Blackfriars Road
London
SE1 9AX
Phone:
0207 593 5000
Email:
No information available
Website:

www.walterleesfoundation.org.uk Open in new window