CHARITY COMMISSION
FOR ENGLAND AND WALES
Trustees, Annual Report for the period
From 1 St September 2023 To 31$t August 2024
Charity name: The David and Hilary Grunwerg Charitable Trust
Charity registration number: 1088275
Objectives and Activities
SORP reference
Para 1.17
Summary of the purposes of
the charity as set out in its
governing document
The charity's purpose is to provide funds in
support of other charitable causes close to
the heart of David & Hilary Grunwerg's
family. Typically these include suitable
Jewish causes both locally and further
afield. children's charities, educational
charities, and charities concerned with the
prevention, cure. or care of serious
diseases affecting members of the family.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular. the
activities, projects or
services identified in the
accounts.
Statement confimiing
whether the trustees have
had regard to the guidan
issued by the Charity
Commission on public
benefit
Para 1.17and
1.19
The charity provides grants to other
charitable causes to further their causes
P8r8 1.18
Additional information (optional)
You ma
choose to include further statements where relevant about".
SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
Para 1.38

Contribution made by
volunteers
Other
Achievements and Performance
SORP referenc¢
Following the sale of all property asses, the
charity has been able to make successful
investments which have allowed the charity
to increase the number and value of the
grants distributed, and widen its support for
good causes.
Summary of the main
achievements of the charity,
identifying the difference the
charity's work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
P8ra 1.20
Additional information (optional)
You ma
choose to include further statements where relevant about..
Achievements against
objectives set
Para 1.41
Performance of fundraising
activities against objectives
set
P8ra 1.41
Investment performance
against objectives
Para 1.41
Other

Financial Review
Review of the charity's
financial position at the end
of the period
Para 1.21
The charity recorded £53,552.34 income
from investments over the period. This is
the charity's principle source of income.
The charity distributed £32,475.00 in
donations to UK charities and
organisations. This represents the charity's
principle activities.
The charity incurred operating and
administration costs of £662.00 during the
period. £600 of this cost related to one-off
tax advice re the sale of a property in a
previous period.
The charity held total cash funds of
£1.224.746.95 at the end of the
eriod.
The charity holds a number of Fixed Term
Investments in order to generate a return to
fund distributions to other charitable
or
anisations.
At the end of the period the charity held
reserves of £1,153.552.34
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22
Amount of reserves held
Para 1.22
Reasons for holding zero
reserves
Details of fund materially in
deficit
Explanation of any
uncertainties about the
charity continuing as a going
concern
P8r8 1.22
Para 1.24
The charity does not operate a deficit or
have an
liabilities.
The charity expects to continue operating
as a going concern.
Para 1.23
Additional information (optional)
You ma
choose to include further statements where relevant about:
The charity's principal
sources of funds (including
any fundraising)
P8r8 1.47
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
A description of the principal
risks facing the charity
Para 1.46
Other

Structure, Governance and Management
Description of charity's
trusts..
Type of governing document
trust deed, ro
al charter
How is the charity
constituted?
le.g uiiiriLorporaled
associalion, CIO
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25
Trust deed
Para 1.25
Charitable trust
Para 1.25
Trustees are selected from family and
colleagues
Additional information (optional)
You ma
choose to include further statements where relevant about:
Policies and procedures
adopted for the induction
and training of trustees
Para 1.51
The charity's organisational
structure and any wider
network with which the
charity works
Para 1.51
Relationship with any related
parties
Pai3 1.51
Other
Reference and Administrative details
Charit
name
Other name the chari
uses
Re
istered charit
number
Charity s principal address
The David and Hila
Grunwer
Charitable Trust
1088275
The Old Vicarage
Vicarage Lane
Dore
Sheffield
S17 3GX

Names of the charity trustees who manage the charity
Trustee name
Office Ilf anyl
Dates acted if not for whole
ear
Name of person {or body) enlltled
toa
oint trustee
ifan
David Anthony
Grunwerg
Hilary Jane
Grunwerg
Benjamin James
Grunwerg
Roy Lewis
Trustee
Trustee
Trustee
Trustee
10
12
13
14
15
16
17
18
19
20
Cor
orate trustees - names of the directors at the date the re
Dlrector name
ortwasa
roved
Name of trustees holding title to property belonging to the charity
Trustee name
Dates acted if not for whole
ear

Funds held as custodian trustees on behalf of others
Description of the assets
held in this capacity
Name and objects of the
harity on whose behalf the
assets are held and how this
falls within the custodian
charity s objects
Details of arrangements for
safe custody and
segregation of such assets
from the charity's own
assets
Additional information (optional)
Names and addresses of advisors (Optlonal Information)
Typè of
Name
Address
adviser
Name of chief executive or namès of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of ke
ersonnel details
Other o
tional information

Declarations
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
O?/0 I Ioc)LS

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the trustees
The David & Hilary Grunwerg Charitable Trust
On accounts for the year
ended
31st August 2024
Charity no
(if any)
1088275
Set out on pages
(remember lo include the page iTriimber8 01 adclilion•l 8hpLI:; I
I report to the trustees on my examination of the accounts of the above
charity ("the Trust") for the year ended 3110812024.
Responsibilities and
basis of report
As the charity's trustees. you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
("the Act").
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying oul my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 145(5)(b) of the Act.
Independent l am qualified to undertake the examination by being a qualified member of
examiner's statement Chartered Institute of Management Accountants.
I have completed my examination. I confirm that no material matters have
come to my attention in connection with the examination which gives me
cause to believe that in, any material respect:
the accounting records were not kept in accordance with section 130
of the Charities Act., or
the accounts did not accord with the accounting records; or
the accounts did 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.
Signed:
Date:
0610612025
Name:
Thomas Renshaw
Relevant professional
qualification{s) or body
(if any):
Member of the Chartered Institute of Management Accountants
IER
Oct 2018

Address:
123 Lingfoot Crescent
Sheffield
S8 8DA
Section B
Disclosure
Only complete if the examiner needs to highlight material matters of concern
(see CC32, Independent examination of charity accounts: directions and
guidance for examiners).
Give here brief details of
any items that the
examiner wishes to
disclose.
None applicable
IER
Oct 2018

Return
eratin
Income
Cost5
Bank Charges
Legal
Donations
53,552,34
0.00
-62.00
0.00
-32,475.00
Sale of Pro
Sale Proceeds
Legal & Accounting
Valuation
Marketing
0.00
-600.00
0.00
0.00
Total Activlty Proceeds
20,415.34
Cash
Funds for Distribution
Fixed Term Deposits
71.194.61
1,153,552.34
Total Cash Funds
Check
1,224,746.95
> I

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the trustees
The David & Hilary Grunwerg Charitable Trust
On accounts for the year
ended
31st August 2024
Charity no
(if any)
1088275
Set out on pages
(remember lo include the page iTriimber8 01 adclilion•l 8hpLI:; I
I report to the trustees on my examination of the accounts of the above
charity ("the Trust") for the year ended 3110812024.
Responsibilities and
basis of report
As the charity's trustees. you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
("the Act").
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying oul my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 145(5)(b) of the Act.
Independent l am qualified to undertake the examination by being a qualified member of
examiner's statement Chartered Institute of Management Accountants.
I have completed my examination. I confirm that no material matters have
come to my attention in connection with the examination which gives me
cause to believe that in, any material respect:
the accounting records were not kept in accordance with section 130
of the Charities Act., or
the accounts did not accord with the accounting records; or
the accounts did 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.
Signed:
Date:
0610612025
Name:
Thomas Renshaw
Relevant professional
qualification{s) or body
(if any):
Member of the Chartered Institute of Management Accountants
IER
Oct 2018

Address:
123 Lingfoot Crescent
Sheffield
S8 8DA
Section B
Disclosure
Only complete if the examiner needs to highlight material matters of concern
(see CC32, Independent examination of charity accounts: directions and
guidance for examiners).
Give here brief details of
any items that the
examiner wishes to
disclose.
None applicable
IER
Oct 2018

Return
eratin
Income
Cost5
Bank Charges
Legal
Donations
53,552,34
0.00
-62.00
0.00
-32,475.00
Sale of Pro
Sale Proceeds
Legal & Accounting
Valuation
Marketing
0.00
-600.00
0.00
0.00
Total Activlty Proceeds
20,415.34
Cash
Funds for Distribution
Fixed Term Deposits
71.194.61
1,153,552.34
Total Cash Funds
Check
1,224,746.95
> I