CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A . Independent Examiner's Report Report to the trusteesl membors of The Erskine Hill Charitth Trust On accounts for the slx months endod 30 2021 Charity no (rf any) 1142595 Set out on pages I report to the tntstees on my examinatK)n of the accounts of the above charity (Ihe Trusf) for the six months ended 30 10412021. Responslbllltles and basis of report As the charitls trustees, you are responsible for the preparation of the unts in accordance with the requirements of the Charities Act 2011 I rewt in of my exarnypt of the T8 accounts carried out under SeCtn 145 of the 2011 Act and in ¢2rrying out my examination. I have foll¢ed all the apiCable Directions given by the Charity CommiSsn under se¢tK?n 145{5Mb) of the ACL Independent examlnerfs ststement I have ¢(¥nped rny eXaminan. l o)nfirrn that no material matters have come to my atterrtb)n in nectIOn with the examination vthich gr$ me cause to bele that in, any material the accounting records tre rnt kept in accordance with section 130 of the Charities Act; or accounts not accord with the accounting records., or the accounts dtd not compty wrth the applicabFe requirem&nts concerning the fonn and content of accounts set out in the Charities {Accounts and Reports} ReguLations 2008 other than any requirement that the accounts give a Irue and fair view which is not a matter cLSidered as part of an iThJependent eXaminatn. I have rK> IxxKems aThJ have c¢Jme across no other mattw5 in connection wilh the examination to vthich attention should be drawn in this report in order to enable a proFer understanding ofthe accounts lo be reached. . Please delete the words in the brackets rftheydo not apply. Signed." 29 11 NaTh: Relevant professional qualification(s) or body {rf any): <c.fl. IER Oct 2018
177 Hampste&J Way NW11 TYA Section B Disclosure Only complele if the examiner needs to hhJh&ht material matters of COnM (see CC32, Independent examination of charity accounts: dIrectn$ and gUIdae for examiners). Give here brief detsils of any items that tho examiner wshes to disclose. IER Oct 2018
CHARITY COMMISSION FOR ENGiAND AND WALES Receipts and payments accounts CC16a FOT th8 pwic 01-Pknè20 3W.21 Section A Receipts and payments Total funds L•styo•r A1 Rewl 30183 Sub totsi( AR) Sub tolal 30.18J 21132 Sub tolal .132 rchaseB. {¥*tabl• Sub total 21.132 21.132 Net of rece1M{paymwitsj 9.031 A6 Cash fvnds lasty•areTrJ 18M3 18.693 9,66 CCXX R1 ¢j ISSI 12h)5r2021
Section B Statement of assets and liabilities at the end of the period UnTr5tricted R8slricted funds Enrlowment fLd5 ategortes B1 Ca¥h fund¥ ¥AtyXd(S fvnd8 funds Details Dwalls Dotails ¢o•t{opdoMi B4 As•ts I¢nOd for tho charlty'• own use DotUTIs 85 Uabllltl zeez Date of roval -21 CCXX R2 arAyJnts Issi 12h)Y2021
Trustees’ Annual Report for the period
From 1 November 2020 Period start date To Period end date 30 April 2021
Charity name: The Erskine Hill Charitable Trust
Charity registration number:1142595
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | FOR THE BENEFIT OF THE PUBLIC TO: PROVIDE FINANCIAL SUPPORT TO SUCH CHARITABLE INSTITUTIONS OR FOR SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE; AND EDUCATE THE PUBLIC CONCERNING THE HISTORY AND CULTURE OF THE UNITED KINGDOM IN GENERAL AND LONDON IN PARTICULAR |
| 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. |
Para 1.17 and 1.19 |
Provided history lectures Provided support to other charities including Norwood, the Feuerstein Institute and World Jewish Relief. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Confirmed - 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: | |
| SORP reference | ||
| Policy on grant making | Para 1.38 | THE CHARITY PROVIDES FUNDING TO CHARITABLE BODIES AND FOR CHARITABLE PURPOSES, IN EACH CASE, AS SELECTED BY THE TRUSTEES BASED ON THEIR OWN KNOWLEDGE. THE CHARITY DOES NOT HAVE THE RESOURCES TO ASSESS CHARITABLE BODIES THAT ARE NOT PERSONALLY KNOWN TO THE TRUSTEES. NO GRANTS WILL BE MADE IN RESPONSE TO UNSOLICITED REQUESTS |
| Policy on social investment including program related |
Para 1.38 | N/A |
investment N/A Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| 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. |
Para 1.20 | Provided history lectures Provided support to other charities including Norwood, the Feuerstein Institute and World Jewish Relief. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity had more than £18,000 in cash reserves and no liabilities at the end of the period which the trustees consider to be sufficient |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | The charity maintains sufficient reserves to cover its foreseeable requirements for at least 12 months |
| Amount of reserves held | Para 1.22 | £18,693 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising)
| The charity’s principal sources of funds (including any fundraising) |
Para 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: |
FOR THE BENEFIT OF THE PUBLIC TO: PROVIDE FINANCIAL SUPPORT TO SUCH CHARITABLE INSTITUTIONS OR FOR SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE; AND EDUCATE THE PUBLIC CONCERNING THE HISTORY AND CULTURE OF THE UNITED KINGDOM IN GENERAL AND LONDON IN PARTICULAR |
|
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable trust established by trust deed |
| 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 | Appointment by the existing trustees |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may 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 |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charityname | TheErskineHillCharitableTrust |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1142595 |
| Charity’s principal address | 6 Erskine Hill London NWII 6HB |
|---|---|
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Ian Bernard Fagelson |
Trustee | |||
| Abigail Ann Seltzer | Trustee | |||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
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
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
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 thatthey have approved the trustees, report above. Signed on behalf of the charity's trustees Signature($} Full namels Position leg Secretsry, Chair. etc) lan Bemard Fagels Abrgail Ann Seltzer trustee 6 Juty 2021