Stanley & Zea Lewis Family Foundation Financial Statements Year Ended 31 March 2025 Charity No: 1021805 Stanley & Zea Lewi5 Family Foundation Report and Financial Statements for the year ended 31 March 2025 Contents Page: Administrative information Report of the trustees Independent examinerfs report Statement of financial activities Balance sheet Notes forming part of the financial statements Trustees Renée Feinstein Cheryl Lewis Wendy Press Michael Lewis Principal Office l Floor, 38139 Hampstead High Street Hampstead, London NW3 IQE Independent Examiner Nelson Cola[o FCA Stanley & Zea Lewis Family Foundation Report of the trustees for the year ended 31 March 2025 The Trustees present their report along with the financial statements of the charity for the year ended 31 March 2025. The financial statements have been prepared in accordance with the accounting policies set out on page 7 and comply with the charity's Trust Deed and applicable law. Structure. Governance and Management The Stanley & Zea Lewis Family Foundation is constituted under a Trust Deed dated 23 December 1992 created by the Settlors, Stanley and Zea Lewis. It is a registered charity no. 1021805. The Trustees who have served during the year were.. Renée Feinstein Cheryl Lewis Wendy Press Michael Lewis At the Annual Trustees, meeting, the Trustees agreed the broad strategy and areas of activity for the Trust, including consideration of grant making, investment, reserves and risk management policies and performance. Risk Management The Trustees have examined the major strategic, business and operational risks which the charity faces and confirm that systems have been established to enable regular reports to be produced so that such risks are not continuously monitored and that appropriate steps can be taken to lessen these risks. Objectives and Activities The Trustees shall hold the Trust Capital and the income thereof upon Trust to pay or apply the whole thereof as the Trustees may from time to time in their absolute discretion determine. The Trustees have had due regard to the Charity Commission's guidance on public benefit when considering the Trust's activities and objectives. Charitable donation policy Donations are made to various not for profit organi5ations to be applied for the public benefit. All applications received are considered by the Trustees on their own merit for suitability of f unding. Achievements and Performance The Trustees have continued to apply their funds in accordance with the objectives of the Trust. Donations totalling £274,673 were made in the year12024'. £474,447). Financial Review The Trustees operate a single bank account into which donations are received and paid out. The balance ofthe bank account at 31 March 2025 was£13,11212024.' £62,952). During the yeardonations were received prima rily from Lewis family trusts. Stanley & Zea Lewls Famlty Foundatlon Report of the trustees for the year ended 31 March 20251contlnued) ReseThes pollcv The Trustees. pollry is to malntaln thelr contlnuing level of support under the grant rnaklng pollcy that they have agreed. If income resources are Insufficient to cover the donatlons then recourse is made to the other funds of the Foundatlon. In 2024125, the Foundation had net outgolng resources of £ 48,04012023124: Net Income £30,523}. The Trustees do not conslder that any minimum level of resources Is requlred. Plans for the future The Trustees intend to contlnue provlding grants In a slmilar way to the recent past but retainin8 flexibility as to the tirnlng and scale of grant makin8. Trustees. responslbllltles In relatlon to the flnanclal ststements The Trustees are responsible for preparin8 the Annual Report and the financial statements in accordance with applicable law and Unlted Kingdom Generally Accepted Accounting Practice (United Kingdom Accountlng Standards). The law applicable to charities in England and Wale5 requires the Trustees to prepare financial statements for each financial year whith give a true and falr view of the state of affalrs of the charity and of the incoming resources and application of resources of the charity for that period. In preparin8 these financial statements, the Trustees are required to: select suitable accounting policies and then apply them consistently• • observe the rnethods and princlples In the Charitles SORP; make judgments and estimates that are reasonable and prudent. state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial Statements: and prepare the financlal statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business. The Trustees are responsible for keeplng adequate accounting records that are sufficient to show and explain the charivs transactions, disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charitie5 Act 2011, the Charitles (Accounts and Reports) Regulations 2(X)8 and the provisions of the charivs constltution. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps forthe prevention and detection of fraud and other irre8ularities. Approved by the Trustees and signed on thelr behalf by., Mlchael Trustee 15 Date: 20 January 2026 Stanley & Zea Lewis Family Foundation Independent reviewerfs report Independent reviewels report to the Trustees of the Stanley & Zea Lewis Family Foundation I report on the accounts of the Foundation for the year ended 31 March 2025, which are set out on pages 5 to 9. Respective responsibilities of the trustees and examiner The charitvs trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year (under section 14412) of the Charities Act 2011 (the 2011 Actll and that an independent examination is needed. It 15 my responsibility to: examine the accounts under section 145 of the 2011 Act; to follow the procedures laid down in the general Directions given by the Charity Commission under section 145{5llbl of the 2011 Act; and to state whether particular matters have come to my attention. Basis of independent examiners, report My examination was carried out in accordance with the general Directions given by the Charitv Commission. An examination includes review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair view, and the report Is limited to those matters in the statements below. Independent examiners, statement In connection with my examination, no material matters have come to my attention which gives me cause to believe that in any material respect: accounting records were not kept in accordance with section 130 of the Charities Act; or accounts did not accord with the accounting records: or the accounts did not comply with the accounting records of the 2011 Act. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Nelson ColaEo FCA TC BSG Valentine Limited Lynton House 7 - 12 Tavistock Square London WCIH 98Q Date: .1.2 Stanley & Zea Lewis Family Foundation Statement of Financlal Activities for the year ended 31 March 2025 Notes 2025 2024 Incoming resources Voluntary income Donations 228.500 506,863 Resources expended Charltable Activities: Donations payable Fundraising activities Management and administration - bank charges 274.673 474,447 67 93 Governance costs 1,800 1,800 Total resources expended 276,540 476,340 Net incoming/{out8oin8) resources 148,0401 30,523 Balance at l April 2024 59,352 28.829 Balance at 31 March 2025 11,312 59,352 All funds are unrestricted. The notes on page 7 to 9 form part of these financial statements. Stanley & Ze• Lewls Famlly Found8tlon Bal•nce sheet •$ •t 31 March 2025 2025 2(Y24 Current •ssets Cash at bank 13,112 62,952 Credltors: Amounts falllng due wlthln one ye•r Accruals {Iw)) (3,6Crt)I Total net assets 11,312 Unrestrlcted Funds li 12 59,352 Approved by the Trustees and authorlsed for Issue on and 5i8ned on theSr behalf by Mlcha Trustee Date.. 20 January 2026 All funds are unrestricted The notes on pa8e 7 to 9 forrn part of these financlal statements Stanley & Zea Lewis Family Foundation Notes forming part of the financial statements for the year ended 31 March 2025 Principal accounting policies {al Basis of preparation of accounts The accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice. Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland Icharities SORP IFRS10211 and with the requirements of the Charities Act 2011. The Foundation constitutes a public benefit entity. The Trustees are satisfied that the charity has sufficient commitments from donors to continue its activities for the foreseeable future. Accordingly, the Trustees continue to adopt the going concern basis in the preparation of the financial statements. Ibl Goin9 Concern The trustees have not identified any material uncertainty regarding going concern. Ic) Donations Donations receivable are accounted for in the period in which the charity is entitled to receipt. Idl Investment Income Investment income is accounted for in the period in which the charity is entitled to receipt. lel Charitable Activities Charitable activities comprise all costs which are directly attributable to the objects of the charity. Donations payable are recognised when a constructive or legal obligation to the recipient has been created by the charity. If) Governance Costs Governance cost5 comprise the costs of statutory compliance, which consist of the costs associated with the Independent Examination of the Foundation's accounts. Stanley & Zea Lewis Family Foundation Notes forming part of the financial statements for the year ended 31 March 2025 (continued) Donations payable 2025 2024 Grants (£10,000 and larger) Assoc Rashad Academy Chai Cancer Community Security Trust Cure EB The Greenaway Foundation Institute of Strategic Dialogue Jeppe School Trust Jewish Care Jewish Learning Exchange Norwood Policy Exchange Telfed The Holocaust Educational Trust United Jewish Campaign UK Toremet 10,535 10,0 10.000 20.Crf)O 25,0 10,783 10,000 10,000 10,000 25.000 25,000 10,000 10,000 12,000 10,000 11,000 109,565 15,000 18,543 15,000 40,000 42,OCrt) 16,384 50,000 12,0(J) iO,CMJO 15,OCNJ 17,575 15,OCK) 20,0(J) 77,6QK) UJIA United Synagogue Unlimbited (Paleyl Foundation Weidenfeld Hoffman Trust 242,710 31,963 274,673 450,275 24,172 474,447 Other grants (less than £lO,0001 Total The Foundation made 8rants to 21 charitable institutions.12024.' 29 charitable institutions). Stanley & Zea Lewis Family Foundation Notes forming part of the financial statements for the year ended 31 March 2025 (continued) Trustee Remuneration No Trustee received any remuneration or was reimbursed for expenses during either year. Governance Costs 2025 2024 Independent Examination fee Creditors due within l year 2025 2024 Accruals Related Party transactions Michael Lewis {Trusteel was also 3 trustee of the following charities during the year to whom the Foundation made charitable awards- The Weidenfeld Hoffman Trust was paid £NIL12024.' £50,000) and; The Institute of Strategic Dialogue which was paid £NIL12024'. £25,000).