Finance Score: 3

Governance Score: 6

Support Score: 3

Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 12

THE DAVID LEWIS CENTRE

The charity provides services to children, young people and adults including a Special Needs School, Specialist College and Adult Day Services with residential care for young people aged 16 and older and adults. This is supported by specialist medical, therapeutic and assessment services.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/22		£27,963	£26,686	£1,277	£15	£26,716	£24,605	11.1	807	170
31/08/21		£30,222	£26,041	£4,181	£0	£19,822	£17,682	8.1	847	173
31/08/20		£28,867	£27,722	£1,145	£33	£14,795	£12,580	5.4	927	173
31/08/19		£27,989	£27,067	£922	£43	£14,596	£12,305	5.5	936	173
31/08/18		£27,419	£26,602	£817	£44	£14,795	£12,426	5.6	950	173
31/08/17		£26,389	£25,724	£665	£44	£11,852	£9,353	4.4	955	0
31/08/16		£26,195	£24,977	£1,218	£65	£8,119	£5,260	2.5	886	0
31/08/15		£25,584	£24,542	£1,042	£90	£11,325	£8,400	4.1	715	0
31/08/14?		£36,303	£36,272	£31	£165	£7,113	£4,492	1.5	737	0
31/03/13		£25,689	£25,516	£173	£134	£7,450	£4,681	2.2	749	0
31/03/12	*	£25,757	£25,721	£36	£116	£8,714	£5,664	2.6	754	0
31/03/11	*	£28,327	£23,672	£4,655	£122	£11,773	£8,465	4.3	759	0
31/03/10		£30,374	£28,395	£1,979	£114	£3,767	£274	0.1	812	0
31/03/09		£29,814	£29,605	£209	£121	£5,678	£1,742	0.7	831	0
31/03/08		£27,828	£28,067	£-239	£133	£9,072	£5,100	2.2	816	0
31/03/07		£26,554	£26,717	£-163	£197	£8,251	£4,389	2	773	0
31/03/06		£26,515	£26,838	£-323	£0	£0	£0	n/a	0	0
31/03/05		£25,962	£24,411	£1,551	£0	£0	£0	n/a	0	0
31/03/04	*	£23,855	£21,427	£2,428	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 10%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 11.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.3

Asset Split ?

Established: 34 years

www.davidlewis.org.uk

enquiries@davidlewis.org.uk

01565640000

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other education services

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

807 employees
170 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Department for Transport	£12,185
National Lottery Community Fund	£9,758
Department for Work and Pensions	£-8,043

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - LINCOLN COLLEGE GROUP
£-8,043	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
National Lottery Community Fund - David Lewis Local - our community store
£9,758	11/03/2022	The funding will be used to reopen the community shop and recruit a coordinator who will provide workplace skills support for people living with learning disabilities and complex needs. The project ....more The funding will be used to reopen the community shop and recruit a coordinator who will provide workplace skills support for people living with learning disabilities and complex needs. The project aims to enable people to gain work and life experience in a supportive environment.
Department for Transport - Bus Service Operators Grant Eng Comm Transport 20/21
£12,185	01/04/2020	The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators ....more The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators for running services under tender to local authorities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-71

CAROLE SPENCER Appointed: 2022, Occupation: Nhs

DR SUSAN TEBBY-LEES Appointed: 2019, Occupation: Consultant Radiologist

ELAINE CARTWRIGHT Appointed: 2024, Occupation: Director

LISA ELLIS Appointed: 2022, Occupation: Trustee

PAUL MCKEVITT Appointed: 2023, Occupation: Cfo

TRICIA KALLOO Appointed: 2022, Occupation: Company Director

VICTORIA HALLIWELL Appointed: 2022, Occupation: Trustee

ALISTAIR HOLLOWS Appointed: 2018, Occupation: Company Director

GEOFF LOUGHLIN Appointed: 2018, Occupation: Retired

PAUL BREARLEY Appointed: 2023, Occupation: Retired, Other trusteeships: STOCKPORT UNIT 318 OF THE SEA CADET CORPS, THE VERNON CHARITABLE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 19/09/1990, number: 1000392
Registered at Companies House on 06/09/1990, number: 02537501

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR12: 1 days late, AR11: 1 days late, AR04: 6 days late,

Main office

David Lewis
Mill Lane
ALDERLEY EDGE
Cheshire
SK9 7UD

Objectives

3.1 THE RELIEF OF THOSE WHO ARE IN NEED BY REASON OF MENTAL OR PHYSICAL DISABILITIES, INCLUDING EPILEPSY AND ASSOCIATED NEUROLOGICAL CONDITIONS (THE BENEFICIARIES) IN PARTICULAR BUT WITHOUT LIMITATION BY PROVIDING:= TEMPORARY OR PERMANENT ACCOMMODATION= EDUCATION, TRAINING AND EMPLOYMENT OPPORTUNITIES= MEDICAL OR CLINICAL TREATMENT= SOCIAL AND WELFARE ACTIVITIES FOR THE PURPOSE OF IMPROVING CONDITIONS OF LIFE OF THE BENEFICIARIES3.2 THE PRESERVATION AND PROMOTION OF GOOD HEALTH BY CONDUCTING OR SUPPORTING STUDY AND RESEARCH INTO THE CAUSES AND TREATMENT OF THE BENEFICIARIES' DISABILITIES AND CONDITIONS AND PUBLISHING AND DISSEMINATING THE USEFUL RESULTS THEREOF.

Defined Area of Benefit:

NOT DEFINED

Data Sources