THE DAVID AND CHRISTOPHER LEWIS FOUNDATION

Charity number: 519329
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Foundation was established in memory of John and Nellie Lewis by their sons, David and Christopher. We support Welsh Arts, Culture, Heritage, and Language through small grants towards heritage sites, arts programs, educational institutions and museums. We fund projects to protect Wales' natural beauty, promote sustainable tourism, and encourage learning about Welsh arts, culture, and language.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £13,795
Total expenditure: £5,550

People

4 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:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 07 October 1987: 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:
  • Investing charity funds policy and procedures
  • Investment
  • 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
David Lewis Chair 20 February 2020
None on record
Dr Davita Morgan PhD Trustee 10 September 2021
None on record
Paivi Inkeri Koskinen-Lewis Trustee 20 February 2020
None on record
David Richard Owen Lewis Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £9.61k £12.28k £10.33k £12.10k £13.80k
Total expenditure £5.75k £10.00k £0 £18.68k £5.55k
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 05 April 2024 31 October 2024 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 28 February 2024 23 days late
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 05 February 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 04 February 2022 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 01 October 2020 On Time
Accounts and TAR 05 April 2020 Not Required
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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.

DECLARATION OF TRUST DATED 11 AUGUST 1987 AS AMENDED BY DEED OF VARIATION DATED 23 JUNE 1993

Charitable objects

THE ADVANCEMENT OF EDUCATION GENERALLY IN WALES AND IN PARTICULAR TO SUPPORT EDUCATIONAL INSTITUTIONS IN WALES TO CREATE A UNIVERSITY CHAIR IN TOURISM STUDIES IN A WELSH UNIVERSITY TO AWARD SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS OF WELSH EDUCATIONAL INSTITUTIONS TO ATTEND EDUCATIONAL INSTITUTIONS IN THE UNITED STATES OF AMERICA TO AWARD SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS OF EDUCATIONAL INSTITUTIONS IN THE UNITED STATES OF AMERICA TO ATTEND EDUCATIONAL INSTITUTIONS IN WALES (FOR FULL DETAILS SEE CLAUSE 4A OF DEED).

Area of benefit

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

WALES

Contact information

Address:
WHITE HORSES
WOODEND LANE
LANGLAND
SWANSEA
SA3 4QG
Phone:
01792361091
Email:
dandcfoundation@gmail.com
Website:

No information available