OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-04-05-accounts

The Rosenblatt Family Charitable Trust

Financial Statements Year Ended 5 April 2025 Charity No.: 1084907

THE ROSENBLATT FAMILY CHARITABLE TRUST

Report and Financial Statements for the year ended 5 April 2025

Contents

Page: 1 Administrative information 2-3 Report of the Trustees 4 Independent Examiner's Report 5 Statement of Financial Activities 6 Balance Sheet 7-9 Notes forming part of the Financial Statements

Trustees

Linda Rosenblatt MBE Harvey Rosenblatt MBE Daniel Isaac Dover Martin David Paisner CBE MA LLM Joanna Rosenblatt Principal Office 16 Caenwood Court, Hampstead Lane, London, N6 4RU

Accountants

BDO LLP, 55 Baker Street, London, W1U 7EU Independent Examiner Perrys Audit Limited, Churchdown Chambers, Bordyke, Tonbridge, Kent, TN9 1NR Bankers Barclays Private Bank Ltd, 59 Grosvenor Street, London, W1K 3JD

Solicitors

Payne Hicks Beach, Lincoln's Inn, 10 New Square, Holborn, London, WC2A 3QG

1

THE ROSENBLATT FAMILY CHARITABLE TRUST

Report of the Trustees for the year ended 5 April 2025

The Trustees present their report along with the financial statements of the charity for the year ended 5 April 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 Rosenblatt Family Charitable Trust is constituted under a Trust Deed dated 21 November 2000 created by the Founder, Harvey Rosenblatt. It is a registered charity no. 1084907. The Trust was originally called The Harvey Rosenblatt Charitable Trust but changed its name by Written Resolution of the Trustees on 20 January 2016.

The Trustees who have served during the year and since the year end are set out on page 1. Where there is a requirement for new Trustees, these would be identified and appointed by the remaining Trustees.

At the annual Trustees' meeting, the Trustees agree 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 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 for charitable purposes as the Trustees may from time to time in their absolute discretion determine.

Grant making policy

All applications received are considered by the Trustees on their own merit for suitability of funding.

Public benefit

In meeting the objectives the Trustees have given careful consideration to the Charity Commission’s general guidance on public benefit and judge that all donations made meet this guidance. All donations are listed in note 4 on page 8.

Achievements and Performance

The Trustees have continued to apply their funds in accordance with the objectives of the Trust and their grant making policy. Donations totalling £25,996 have been made in the year (2024: £59,550) and are detailed in note 4 of these Financial Statements.

Financial Review

The Trustees operate a single bank account into which donations are paid and grants are made. The balance of the bank account at 5 April 2025 was £32,789 (2024: £34,185).

2

24th November 2025

Independent Examiner’s Report to the Trustees of the

THE ROSENBLATT FAMILY CHARITABLE TRUST

We report to the trustees on my examination of the accounts of The Rosenblatt Family Charitable Trust for the year ended 5 April 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). We report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out our examination we have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

We have completed our examination. We confirm that no material matters have come to our attention in connection with the examination giving us cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the 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.

We 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.

S Hale

Steve Hale FCA,FCCA, on behalf of

Perrys Audit Limited

Churchdown Chambers Bordyke Tonbridge Kent TN9 1NR

Date: 24th November 2025

4

THE ROSENBLATT FAMILY CHARITABLE TRUST

Statement of Financial Activities for the year ended 5 April 2025

----- Start of picture text -----
Notes 2025 2024
£ £
Income
Donations 2 30,000 60,000
Total Income 30,000 60,000
Expenditure
Charitable activities 3 29,134 62,646
Total Expenditure 29,134 62,646
866 (2,646)
Total funds at 6 April 2024 28,785 31,431
Total funds at 5 April 2025 29,651 28,785
----- End of picture text -----

All funds are unrestricted and relate to continuing activities.

The notes on pages 7 to 9 form part of these financial statements

5

24th November 2025

THE ROSENBLATT FAMILY CHARITABLE TRUST

Notes to the financial statements for the year ended 5 April 2025

1 Principal Accounting Policies

(a) Accounting Convention

The financial statements are prepared under the historical cost convention and in preparing the financial statements the charity follows best practice as laid down in the Statement of Recommended Practice “Accounting and Reporting by Charities” (Charities SORP (FRS 102)) and comply with the Charities (Accounts and Reports) Regulations 2008 issued under the Charities Act 2011.

(b) Donations, legacies and similar income

Donations, legacies and similar income are shown in the accounts when receivable and the value of the incoming resources can be measured with sufficient reliability.

(c) Investment income

Investment income is accounted for in the period in which the charity is entitled to receipt.

(d) Resources expended

Liabilities are recognised as resources expended as soon as there is a legal or constructive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis.

(e) Governance costs

Governance costs comprise costs relating to the general running of the charity as opposed to those associated with generating funds or charitable activity.

(f) Going concern

The trustees consider that there are no material uncertainties about the ability to continue as a going concern.

2
Donations
ICA Holdings Ltd
3
Charitable Activities
Grants
(see note 4)
£
General charitable purposes
25,996
2025
£
30,000
Support costs
(see note 5)
Total
2025
£
£
3,138
29,134
2024
£
60,000
Total
2024
£
62,646

7

THE ROSENBLATT FAMILY CHARITABLE TRUST

Notes to the financial statements for the year ended 5 April 2025

4
Grants payable
Anne Frank Trust UK
10033279
Beit Halochem UK
1146950
British Emunah Fund
215398
Chabad of Hampstead Garden Suburb
1193647
Friends of Yad Sarah
294801
Heart Cells Foundation
1101727
259480
Jewish Literary Foundation
293800
Jewish Deaf Association
1105845
Jewish Volunteering Network
1130719
KisharonLangdon
271519
Masambiro UK
1170717
Nightingale Hammerson
207316
Noa Girls
1130834
Ohel Sarah UK
1004992
Or Chadash Foundation
1002594
Resource
1106331
Technion UK
1092207
The Jewish Association for Mental Illness
1003345
UCL
X6243
United Synagogue
242552
United Jewish Israel Appeal
1060078
5
Administration Costs
Accountancy fees
Independent Examiner's fees
6
Cash at bank and in hand
Barclays Private Bank Ltd
Registered
Charity No.
Jewish Blind & Physically Handicapped
Society
2025
£
-
-
500
-
-
-
-
1,000
-
2,000
-
-
-
5,000
-
-
-
-
-
-
7,496
10,000
25,996
2025
£
2,328
810
3,138
2025
£
32,789
2024
£
1,000
5,000
-
5,000
1,000
500
1,000
1,000
2,500
2,000
25,000
500
500
5,000
5,000
3,000
500
300
250
500
-
-
59,550
2024
£
2,316
780
3,096
2024
£
34,185

8

THE ROSENBLATT FAMILY CHARITABLE TRUST

Notes to the financial statements for the year ended 5 April 2025

7
Creditors: Amounts falling due within one year
Accountancy Fees
Independent Examiner's fees
2025
£
2,328
810
3,138
2024
£
4,620
780
5,400

8 Related Party Transactions

Martin Paisner CBE is a Partner of Payne Hicks Beach LLP. This firm provided, and continues to provide, legal services for the Trustees. No fees were paid to the firm during the year to 5 April 2025.

Daniel Isaac Dover is a Partner of BDO LLP. This firm provided, and continues to provide, accountancy services for the Trustees. The total fees (including VAT and disbursements) invoiced by the firm during the year to 5 April 2025 were £2,328 (2024: £2,316). At the year end there are fees due to BDO LLP of £2,328 currently shown in the creditors balance.

No Trustee received any remuneration or was reimbursed for expenses during either year.

9