Finance Score: -1

Governance Score: 5

Support Score: 0

Spending falling: -1
No PartB

No conflicts policy: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE DAVID LEWIS ASSOCIATION

Makes grants to organisations, on behalf of individuals, to provide life-changing adventure opportunities or experiences to disadvantaged young people under 25 years of age.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/07/23		£14	£4	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/07/22		£14	£4	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/07/21		£13	£12	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/07/20		£14	£6	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/07/19		£16	£20	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/07/18		£16	£19	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/07/17		£22	£35	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/07/16	*	£23	£31	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/07/15		£19	£37	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/07/14		£15	£28	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/07/13		£17	£15	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/07/12		£18	£14	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/07/11		£16	£2	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/07/10		£14	£14	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/07/09		£15	£11	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/07/08		£15	£17	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/07/07	*	£204	£31	£173	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 61 years
(112 years as a company)

01512275177

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Emotional support, counselling or therapy

How it operates

Makes grants to individuals

Where it operates

Liverpool City,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 44-81

CLAIRE ELIZABETH BRUNEL-COHEN Appointed: 2016, Occupation: Solicitor

EDWARD STUART BRUNEL COHEN, Occupation: Chartered Accountant

KATE LOUISE PLUMRIDGE Appointed: 2016, Occupation: Magazine Editor

LCVS

MARK PATRICK BRUNEL COHEN

PAULA ATHERTON Appointed: 2023, Occupation: Retired

PETER STUART RALPHS Appointed: 1997, Occupation: Executive

TIMOTHY EDWARD ELIOT-COHEN Appointed: 2022, Occupation: Banking/Investments

WILLIAM DAVID RUSHWORTH Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 09/10/1963, number: 223392
Registered at Companies House on 15/08/1912, number: 00123782

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

17 returns made; AR16: 19 days late, AR07: 182 days late,

Main office

151 DALE STREET
LIVERPOOL
L2 2AH

Objectives

TO RELIEVE POVERTY OR DISTRESS BY PROVIDING AT THE DAVID LEWIS HOTEL OR ELSEWHERE IN THE CITY OF LIVERPOOL, HOTEL ACCOMODATION, MEALS AND REFRESHMENTS EITHER GRATUITOUSLY OR AT LOW CHARGES FOR THE BENEFIT OF PERSONS OF RESTRICTED MEANS, RESIDING IN OR VISITING LIVERPOOL OR THE NEIGHBOURHOOD THEREOF.

Defined Area of Benefit:

LIVERPOOL AND DISTRICT