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2025-03-31-accounts

Charity number: 1117835

THE LEXUS FOUNDATION

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

THE LEXUS FOUNDATION

CONTENTS

Page
Reference and administrative details of the Charity, its Trustees and advisers 1
Trustees' report 2 - 3
Independent examiner's report 4 - 5
Statement of financial activities 6
Balance sheet 7
Notes to the financial statements 8 - 15

THE LEXUS FOUNDATION

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 MARCH 2025

Trustees

R Blitz M Samuels (resigned 17 September 2025) G L Dunitz

Charity registered number

1117835

Principal office

PO Box 68683 St Georges Road London NW11 1LJ

Accountants

Venthams Chartered Accountants Millhouse 32 - 38 East Street Rochford Essex SS4 1DB

Page 1

THE LEXUS FOUNDATION

TRUSTEES' REPORT FOR THE YEAR ENDED 31 MARCH 2025

The Trustees present their annual report together with the financial statements of the Charity for the 1 April 2024 to 31 March 2025.

Objectives and activities

a. Policies and objectives

The objects of the Charity are to support exclusively charitable purposes for the benefit of the public by way of providing monetary assistance to registered Charities.

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance 'Public benefit: running a charity (PB2)'.

b. Main activities undertaken to further the Charity's purposes for the public benefit

Grants have been made to several Charities during the year for the purpose of education and medical research.

Achievements and performance

a. Main achievements of the Charity

The Charity has made grants of £94,700 (2024: £29,000) to several registered Charites throughout the year.

Financial review

a. Going concern

After making appropriate enquiries, the Trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

b. Reserves policy

Sufficient bank deposits are maintained in order to further the objectives of the charity. Running costs are trivial and therefore substantial reserves are not required.

Structure, governance and management

a. Constitution

The Lexus Foundation is a registered Charity, number 1117835, and is constituted under a Trust deed.

b. Methods of appointment or election of Trustees

The management of the Charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Trust deed.

Page 2

THE LEXUS FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

Statement of Trustees' responsibilities

The Trustees are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Trustees to prepare financial statements for each financial which give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and 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 Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Trust deed. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees and signed on their behalf by:

................................................ G L Dunitz (Trustee) Date: 5 January 2026

Page 3

THE LEXUS FOUNDATION

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 MARCH 2025

Independent examiner's report to the Trustees of The Lexus Foundation ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 31 March 2025.

Responsibilities and basis of report

As the Trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Page 4

THE LEXUS FOUNDATION

INDEPENDENT EXAMINER'S REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

Independent examiner's statement

Your attention is drawn to the fact that the Charity has prepared the accounts in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.

I understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

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.

This report is made solely to the Charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the Charity's Trustees those matters I am required to state to them in an Independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Charity and the Charity's Trustees as a body, for my work or for this report.

Signed: Stuart Harrison

Dated: 5 January 2026 FCA

Venthams

Chartered Accountants Millhouse 32 - 38 East Street Rochford Essex SS4 1DB

Page 5

THE LEXUS FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

Note
Income from:
Investments
3
Total income
Expenditure on:
Charitable activities
5
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Unrestricted
funds
2025
£
47,844
47,844
100,896
100,896
(53,052)
726,558
(53,052)
673,506
Total
funds
2025
£
47,844
47,844
100,896
100,896
(53,052)
726,558
(53,052)
673,506
Total
funds
2024
£
35,248
35,248
33,938
33,938
1,310
725,248
1,310
726,558

Page 6

THE LEXUS FOUNDATION

BALANCE SHEET FOR THE YEAR ENDED 31 MARCH 2025

2025 2025 2024
Note £ £
Fixed assets
Investment property 8 276,747 276,747
276,747 276,747
Current assets
Debtors 9 23,067 -
Cash at bank and in hand 386,165 460,711
409,232 460,711
Current liabilities
Creditors: amounts falling due within one
year 10 (12,473) (10,900)
Net current assets 396,759 449,811
Total assets less current liabilities 673,506 726,558
Total net assets 673,506 726,558
Charity funds
Restricted funds 11 - -
Unrestricted funds 11 673,506 726,558
Total funds 673,506 726,558

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

................................................ G L Dunitz (Trustee) Date: 5 January 2026

Page 7

THE LEXUS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

1. General information

The charity was registered with the Charity Commission on 5 February 2007 and is governed by a Trust Deed dated 15 December 2006.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair' view. This departure has involved following the Charities SORP (FRS 102) published in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

The Lexus Foundation meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable.

Other income is recognised in the period in which it is receivable and to the extent the goods have been provided or on completion of the service.

2.3 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

Page 8

THE LEXUS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

2. Accounting policies (continued)

2.3 Expenditure (continued)

Grants payable are charged in the year when the offer is made except in those cases where the offer is conditional, such grants being recognised as expenditure when the conditions attaching are fulfilled. Grants offered subject to conditions which have not been met at the year end are noted as a commitment, but not accrued as expenditure.

All expenditure is inclusive of irrecoverable VAT.

2.4 Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the Charity; this is normally upon notification of the interest paid or payable by the institution with whom the funds are deposited.

2.5 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.6 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.7 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of financial activities as a finance cost.

2.8 Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2.9 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Investment income, gains and losses are allocated to the appropriate fund.

Page 9

THE LEXUS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

3. Investment income

Unrestricted
funds
2025
£
Investment income - local investment properties
45,601
Investment income - local cash
2,243
47,844
Total 2024
35,248
Total
funds
2025
£
45,601
2,243
47,844
35,248
Total
funds
2024
£
34,199
1,049
35,248

Page 10

THE LEXUS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

4. Analysis of grants

Grants to
Institutions
2025
Total
funds
2025
£
£
Grants, Grant making activities
94,700
94,700
Total 2024
29,000
29,000
The Charity has made the following material grants to institutions during the year:
2025
£
Name of institution
North London Hospice
-
Myeloma UK
1,000
Orchid Cancer
1,000
Yad Lchaim
3,000
Chai Cancer Care
10,000
Exra Umarpeh
-
Jewish Care
60,000
Jnetics
1,200
Kisharon
5,000
Kef Kids
1,000
Camp Simcha
12,500
The Brain Tumor Charity
-
94,700
94,700
Total
funds
2024
£
29,000
2024
£
2,000
-
-
-
1,000
3,000
-
-
-
1,000
-
22,000
29,000
29,000

Page 11

THE LEXUS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

5. Analysis of expenditure on charitable activities

Summary by fund type

Grant making activities
Total 2024
Unrestricted
funds
2025
£
100,896
33,938
Total
2025
£
100,896
33,938
Total
2024
£
33,938

Page 12

THE LEXUS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

6. Independent examiner's remuneration

The independent examiner's remuneration amounts to an independent examiner fee of £900 ( 2024 - £900 ).

7. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2024 - £NIL) .

During the year ended 31 March 2025, no Trustee expenses have been incurred (2024 - £NIL) .

8. Investment property

Valuation
At 1 April 2024
At 31 March 2025
Freehold
investment
property
£
276,747
276,747

The 2025 valuations were made by the trustees, on an open market value for existing use basis.

9. Debtors

Due within one year
Trade debtors
2025
£
23,067
23,067
2024
£
-
-

10. Creditors: Amounts falling due within one year

Other creditors
Accruals and deferred income
2025
£
10,000
2,473
12,473
2024
£
10,000
900
10,900

Page 13

THE LEXUS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

11. Statement of funds

Statement of funds - current year

Unrestricted funds
General Funds - all funds
Statement of funds - prior year
Unrestricted funds
General Fund
Balance at 1
April 2024
£
726,558
Balance at
1 April 2023
£
725,248
Income
£
47,844
Income
£
35,248
Expenditure
£
(100,896)
Expenditure
£
(33,938)
Balance at
31 March
2025
£
673,506
Balance at
31 March
2024
£
726,558

12. Summary of funds

Summary of funds - current year

General funds
Summary of funds - prior year
General funds
Balance at 1
April 2024
£
726,558
Balance at
1 April 2023
£
725,248
Income
£
47,844
Income
£
35,248
Expenditure
£
(100,896)
Expenditure
£
(33,938)
Balance at
31 March
2025
£
673,506
Balance at
31 March
2024
£
726,558

Page 14

THE LEXUS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

13. Analysis of net assets between funds Analysis of net assets between funds - current year

Unrestricted
funds
2025
£
Investment property
276,747
Current assets
409,232
Creditors due within one year
(12,473)
Total
673,506
Total
funds
2025
£
276,747
409,232
(12,473)
673,506

Page 15

Issuer

Venthams

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Gemma Dunitz - Signer (acd78b58bd9db7775a2823df12bc65ca) Stuart Harrison - Signer (92e8aa276ebfca39124ff36acb336396) Action Envelope generated by Richard Brown (82.34.39.195) Document generated with fingerprint 8193d6b718c58b92d9d02c661b38ff95 (82.34.39.195) Document generated with fingerprint d50c3886598108bc91bb6923ae6acf70 (82.34.39.195) Sent the envelope to Gemma Dunitz (gemmadunitz@gmail.com) for signing (82.34.39.195) Document emailed to gemmadunitz@gmail.com Gemma Dunitz opened the document email. (172.226.0.11) Gemma Dunitz opened the document email. (66.249.93.78) Gemma Dunitz viewed the envelope (90.201.32.237) Gemma Dunitz signed the envelope (90.201.32.237) Sent the envelope to Stuart Harrison (stuart.harrison@venthams.com) for signing (90.201.32.237) Document emailed to stuart.harrison@venthams.com Stuart Harrison opened the document email. (72.145.83.70) Stuart Harrison viewed the envelope (217.155.174.93) Stuart Harrison viewed the envelope (72.145.152.77) Stuart Harrison signed the envelope (217.155.174.93) This envelope has been signed by all parties (217.155.174.93) Signed document confirmation emailed to gemmadunitz@gmail.com (217.155.174.93)

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