Trustees, Annual Report for the period
j Pèriod start date
', July i 2022
Period ènd datè
From
ITO
30
June
12023
Section A
Reference and administration details
Charity name
The Beryman Lehane Trust
other names Gharity is known by
Reglstered charty number lif anyl
1142758
Charlty's prlncipal address
Kingsway House, Havilland Street, St Peter Port
PO Box 392. Sl Peter Port, Guernsey
Postcode
GY13FN
Names of the charity trustees N¥ho manage the charity
Date5 arted If
notfor whose
ear
Trustee name
Offlco Ilf any)
Name of persi>n lor bodyl entitled
tD appDinttnJstBe Ilf any)
Leslie Frank Bergman
Dymphna Ann Lehane
Catherine Evelyn Campbell Van Vliet
Richard Chistopher Van Vliet
12
14
16
17
19
20
Names o* the trust8ès for the charity. if any, {for gxample. any custodian trustees)
Name
Dates acted if not for wholp
gar
TAR
Mar¢h 2012

Names and addresses ot adviser5 (Optional infomiatlonl
e of advisèr
Name
Address
Name of chief executive or names of senior $taff members {Optional infomiationl
Section B
Structure,
overnance and mana
ement
Description of the charwty's trusts
Declaration of Trust
Type of goveming document
g. tru&l deed. constlTknlionl
How the chaty is conslituled
ifu?l. association. Com￿**ny)
Trust
Trustee sélection methods
l-g. appointed by, eleried by)
First and Inaugural Trustees
Additional govemance issues {Optional inforFnationl
The truglees are all professionally qualrfied indwiduals
You may choose to include
additional infomiation, where
relevant, about..
policies and procedures
adopted for the induction and
training of trustees.,
thè charity's organisational
structure and any wider
nebNork with which the charty
works.,
• relationship wtth any related
parbes.,
trustees, considepation of
major risks 8nd the system
and procedures lo manage
therft.
Section C
Objectives and activities
To advance any purposes which 3re exclusively ch8rilable under the
laws of England 8nd Wales from time lo time by providing grants to
charities or other organisations or individuals identffied by the trustees at
their discretion.
Summary ofthe objects of tha
¢harity set out in its
governing document
TAR
March 2012

As the objectives states all receipts are dislribuled during the period
under remew or shortly thereafter.
Sumrnary of the main
aGtivities undertaken for the
public benefit in relation to
these objects linclude within
this sectlon the statutory
declaration that trustees have
had regard to the guidance
issued by the Charty
Commission on public
b¢nefiti
Additional detslls of objectives and actNlties (Optional inforniationl
You may choose to include
further stalemenls, where
levant, about..
policy on grantmaking.
policy programme related
investment-,
contribution made by
volunteers.
TAR
March 2012

Section D
Achievements and performance
Summory of the main
achievements of the chaiity
during the year
ASSIStsn￿ to various organisations that provide for the wellbeing of
individuals and anirnals.
TAR
March 2012

Section E
Financial review
Brief stalement of the
charty's policy on reserves
To Distribute all donations re￿IVed to charili8s and not to relain any
resèNes.
Detsils of any funds rnaterially
in defi¢it
None
Further financial review details (Optional information)
You may choose to include
addrtional infomiation, whère
relevant about..
the charity's principal
sources of funds lin¢luding
any fundraising).,
how èxpenLliture has
supported the key objectives
of the charity.,
investment policy and
objectives including any
ethical investment policy
adopted.
Section F
Other optional information
Section G
Declaration
The trustees de¢lare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Signaturelsl
Full name(sl
Position {eg Secretary, Chair,
etcl
4.vv
ui&i
Fffii trL .
Date
TAR
MarL* 2012

CHARttY COMMISSION
FOR EN6iAND ANO WAL
Charity Naffl?
Thè Bèr9man Lexane Twst
No IIT awl
11427
Receipts and payments accounts
CC16a
Forthe period
from
P¥i¢é Start, d-.
Penod •n¢ ¢èL-
301D6I2023
01107120
Section A Receipts and payrnents
Unrestri¢ted
funiJ$
RestriCtEd
fund5
Endowmont
lunds
Yotsl *u•ds
Lastyear
tOth• nurpst
thenoarÉstÈ
th•noarE#£
toth*nEar8st£
toth¢hearest£
Al Recei
CM*ltstylt I￿a￿￿nS roc¢Ncdduthwlh
4S97
843S7
Funds Rocew HfvIRCthBmles
FxTrdnsladon
wn
Sub tolal(Gross income for
AR)
91096
2 A¥8eta*d investment Sales,
(See tablel-
None
Sub total
$2,0$6
92,096
Pa
ments
donEticn5 du
¢v5ts
41lJ18
94nk ￿arg
Disbws8mttr.Iw¢nsey
PXtr￿￿1&lQn los$
¢,975
6.?75
Sub totsl
55,337
5S,331
A4 Asset and invesJnent
purchases.18ee table)
Sub total
55,337
¥5.3JY
Net of re¢eiptsl{paymwRts)
AS Transtsrs between funds
A6 Cash fvnds last year end
Cash fvnds thisyearend
36,759
36,759
9,24U
46,999
45,999
CCX¥ Rl accounts ISS)
25107r2024

Section B Statement of assets and liabilities at the end of the period
Cat¢g¢ries
Unrestri¢tèd
fvnd5
to n•ar•st£
RestrictÈd
fvnds
Endowrnent
funds
to neartst£
DetaiIs
B1 Cash fund$
Investec8aDk
ttsnparest£
46,999
Totsl cash ftsnds
45,999
Jun¥$)) OW.
Unrestricted
funds
to nèaYest£
OK
OK
Endowrnent
funds
to noarè*t£
nds
tDno¥roStt
Detsits
None
Detsils
None
Fund ttt whit
assotbelon
CunDDtvalue
83 Investsnent assets
Detalls
Pund towhlch
3s$&tbElon
G¢$tloptT¢naii
Currèntv4lu*
B4 AssÈts retsined forthe
charty'$ own use
Dtrtsi15
CreLkn
Furtd tDwhiBh
Amountduè
an
B5 Liabilitse$
2.289
Signed by orte ortrto tru5tses On
behallofdl thttNstees
ur
Print Nam
Oat8 of
tvval
Li&1
CCXX R2 ISSI
25107￿024

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the trustees1
members of
Char"./ Narne
The Bergman Lehane Trust
On accounts forthe year
ended
3010612023
Charity no
{rf any)
1142758
Set out on pagès
IrÈrp.Ember to inJv¢e the page numtttrs oradditron?i $h&Ètsi
I report to the Iruslées on my examination of tha accounts of the above
charity Ilhe Trusf} for the year ended 30 106 12023.
Responsibilities and
basis of report
As the charity's trustees, you are responsible for the preparation of tha
accounts in accordance with the requirements of the Charities Act 2011
I'lhe Act.).
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carying out my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 14515llbl of the Act.
Independent I have completed my examinab"on. I confirn that no material matters have
examlneffs statement come lo my attention in connection with the examination (other than that
dis¢los&d below"I which gives me cause to believe that in, any material
respect..
the accounting records were not kept in accordance with $e¢lion 130
of thè Charities Act", or
the accounts did not accord with the accounting records., or
the accounts did not comply wrfth the applicable requirements
Concerning the fom and content of accounts set out in the Charities
(Accounls and Reports) Regulations 2008 other than any requirement
at the accounts give a 'true and fair, view which is not a matter
consideréd as part of an independent examination.
I have no cOn￿rn$ and have comè across no other matters in connection
w(th the examination to which attention shovld be drawn in this report in
Dr
er to enable a proper understanding of the accounts lo bè rea¢hed.
e delete the words in the braokets rfthey do not apply.
Signed:
Datg:
Name:
G John Rivers•Moore
Relevant professional
qualificationlsl or body
Ilf anyl:
Charte￿d Accountant {Soulh Africa)
SAICA # 00034911
Address:
Mille Fleurs, Av? Du Manoir, Sl Peter Port, Guemsey, GY1 1 PE
IER
Oct 2018

Section
Disclosure
Only cornplete Th the examiner needs lo highlight material matteT5 of concern
(see CC32, Independent 6xaminalion of charity accounts.. directions and
guidance foi examin&rsl-
GNe here brlef dètails of
any items that the
examiner wishes to
disclose.
IER
Oct 2018