"+ | CHARITY COMMISSION FOR ENGLAND AND WALES
Trustees’ Annual Report for the period
From 1% September 2024 To 315 August 2025
Charity name: The David and Hilary Grunwerg Charitable Trust Charity registration number: 1088275
Objectives and Activities
| a | ||
|---|---|---|
| Summary ofthe purposes of | Para 1.17 | |
| the charity as set out in its | support ofother charitable causes close to | |
| governing document | 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 ofthe family. | ||
| Summaryofthe main activities in relation to those |
al 1.17and | The charity provides grants to other charitable causes to further their causes |
| purposes for the public | ||
| benefit, in particular, the | ||
| activities, projects or | ||
| services identified in the | ||
| accounts. | ||
| Statement confirming | Para 1.18 | |
| whether the trustees have | ||
| had regard to the guidance | ||
| issued by the Charity | ||
| Commission on public | ||
| benefit |
Additional information (optional)
You may choose to include further statements where relevant about: a 0 Para 1.38 — ull aed Para 1.38 Policy on social investment including program related investment anPe Pe
Contribution made by volunteers
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mm
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Achievements and Performance
| a | a | a |
|---|---|---|
| Following the sale of all property asses, the | ||
| charity has been able to make successful | ||
| investments which have allowed the charity | ||
| Summary ofthe main achievements ofthe charity, |
en | to increase the numberand value ofthe grants distributed, and widen its support for |
| identifying the difference the | good causes. | |
| charity’s work has made to | ||
| the circumstances of its | ||
| beneficiaries and any wider | ||
| benefits to society as a | ||
| whole. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against | Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising activities against objectives |
|
| set | |
| Investment performance | Para 1.41 |
| against objectives | |
| meEP |
Financial Review
| Review ofthe charity’s | Para 1.21 | The charity recorded £44,368.25 income |
|---|---|---|
| financial position at the end | from investments overthe period. This is | |
| ofthe period | the charity’s principle source of income. | |
| The charity distributed £71,600.40 in | ||
| donations to UK charities and | ||
| organisations. This represents the charity's | ||
| principle activities. | ||
| The charity incurred operating and | ||
| administration costs of£60.80 during the | ||
| period. This related wholly to bank charges | ||
| and fees. | ||
| The charity held total cash funds of | ||
| £1,197,454.00 at the end ofthe period. | ||
| Statement explaining the | Para 1.22 | The charity holds a number of Fixed Term |
| policy for holding reserves | Investments in order to generate a return to | |
| stating why they are held | fund distributions to other charitable | |
| organisations. | ||
| Fal reserves deficit |
li | reservesof£1,100,000.00 have any liabilities. |
| Explanation ofany | Para 1.23 | The charity expects to continue operating |
| uncertainties about the | as a going concern. | |
| charity continuing as a going | ||
| concern |
Additional information (optional) You may choose to include further statements where relevant about:
|The charity’s principal
sources offunds (including | Par 1-47|The charity’s principal
sources offunds (including | Par 1-47|
|---|---|
|any fundraising)||
|Investment policy and||
|objectives including any|Para 1.46|
|social investment policy||
|adopted||
|A description ofthe principal | Para 1.46||
|risks facing the charity||
|ee|ee|
Structure, Governance and Management
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|[a|
|trusts:|A|
|(trust|deed,|royal|charter)|
|How|is|the|charity|Para|1.25|Charitable|trust|
|constituted?|‘|
|(e.g|unincorporated|
|association,|ClO)|
|Trustee|selection|methods|Para|1.25|Trustees|are|selected|from|family|and|
|including|details|of any|colleagues|
|constitutional|provisions|e.g.|
|election|to|post|or|name|of|
|any|person|or|body|entitled|
|to|appoint|one|or|more|
|trustees|
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Additional information (optional) You may choose to include further statements where relevant about:
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|Policies|and|procedures|
|adopted|for|the|induction|Para'1.51|
|and|training|of trustees|
|The|charity’s|organisational|
|structure|and|any|wider|Paar|
|network|with|which|the|
|charity|works|
|Relationship|with|any|related|||Para|1.51|
|parties|
|ee|
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Reference and Administrative details
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||Othernamethecharityuses||—C—C—‘“CSC‘idC|
|Charity’s|principal|address|The|Old|Vicarage|
|Vicarage|Lane|
|Dore|
|Sheffield|
|$17|3GX|
|Seenee|ee|een ee|
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Names of the charity trustees who manage the charity
Grunwerg | al a 1 Grunwerg ha ra Grunwerg = 4|Roylewis [Trustee | 9 ep en a Dn Eee of rs rs | a ae 3 | i a cs Pes Pare rr ee ae 2Poae Sr ee re Se) ee a es 22 Corporate trustees — names of the directors at the date the report was approved ee eee eee SRel)EO |UD Seana Ge eee See| eee ee Eee eee Name of trustees holding title to property belonging to the charity a es a a ee ee Beee ee eeee eeee e eeee e
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity
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|Name|and|objects|of the|
|charity|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|
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Additional information (optional)
Names and addresses of advisers (Optional information)
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|Type|of|Name|Address|
|adviser|
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Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Full name(s)| DAN ID AWTHONY Genes WIRE Position (eg Secretary, Q Date Uf — VB Dioee
Charity reporting period 1st September - 31st August
| Operatng Income Costs Bank Charges Legal Donatons Sale of Property Sale Proceeds Legal & Accountng Valuaton Marketng Total Actvity Proceeds Cash Funds for Distributon Fixed Term Deposits Total Cash Funds Check |
Return 44,368.25 0.00 -60.80 0.00 -71,600.40 0.00 0.00 0.00 0.00 -27,292.95 97,454.00 1,100,000.00 1,197,454.00 0.00 |
2024/25 44,368.25 0.00 -60.80 0.00 -71,600.40 0.00 0.00 0.00 0.00 |
|---|---|---|
| -27,292.95 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Charity Name The David & Hilary Grunwerg Charitable Trust On accounts for the year 31[st] August 2025 Charity no 1088275 ended (if any) Set out on pages 3 (remember to include the page numbers of additional sheets)
Report to the trustees
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2024. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I 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:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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• 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: 18/12/2025 ~~L/ [~~ Name: Thomas Renshaw Relevant professional Member of the Chartered Institute of Management Accountants qualification(s) or body (if any):
Address: 123 Lingfoot Crescent
1
Oct 2018
IER
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
2
Oct 2018
IER