Trustees, Annual Report for the period
Period slail date
July
Period end dale
30
June
From
2025
Section A
Reference and administration details
Charity name
The Bergman Lehane Trust
Other names charity is known hy
Reglstered charity number (if any)
1142758
Charity's principal address
Kingsway House, Havilland Slreel, St Peter Port
PO Box 393, St Peter Port, Guernsey
Postcodè
GY13FN
Names of the charity trustees who manage the charlty
Dates acted If
not for whol8
ear
Trustge name
Oflice lif any)
Name of person lor body) enlllled
to appolnt trustee Ilf anyl
Leslie Frank Bergman
Dymphna Ann Lehane
Catherine Evelyn Campbell Van Vliet
Richard Chislopher Van Vliet
10
12
13
14
15
16
17
18
19
20
Names of the trustoes for the charity, if any, {for example, any custodian trusteès)
Name
Dates acted if not for whole
ear
TAR
March 2012

Names and addresses of advlsers (Optional information)
e of adviser
Name
Address
Name of chief exeGulive or names of senior staff members (Optlonal information)
Section B
Structure,
overnance and mana
ement
Description of the charity's trusts
Declaration of Trust
Type of governing document
leg. trust deecl, coiislilulion)
How the charity is constituted
leg. Iriisl, association. coinpaiiyl
Trust
Trustee selection methods
leg. appoinled by, elecle(I by)
First and Inaugural Trustees
Additional governance Issues {Optlonal Informatlon)
The trustees are all professionally qualified individuals
You may choose to include
additional information, where
relevanl, about..
policies and procedures
adopted for the induction and
training of trustees.,
the charity's organisational
structure and any wider
network with which the charity
works.,
relationship with any related
parties.,
trustees, consideration of
major risks and the system
and procedures to manage
them.
Section C
Objectives and activities
To advance any purposes which ar8 exclusively tharitable under the
laws of England and Wales from time lo time by providing grants to
charities or other organisations or individuals identified by the trustees al
their discretion,
Summary of the objects of tho
charity set out in its
governlng document
TAR
Maich 2012

As the objectives stales all receipts are distributed during the period
under review or shortly thereafter.
Summary of the maln
activities undertaken for the
public benefit in relation to
these objects {include within
thls section the statutory
declaration that trustees have
had rogard to the guidance
issued by the Charity
Commission on public
benefit)
Addltlonal details of objectives and activities (Optional information)
You may choose to include
further slalements, where
relevant, about..
policy on granlmaking.,
policy programme related
investment-
contribution made by
volunteers.
TAR
March 2012

Section D
Achievements and performance
Assistance lo various organisalions that provide for the wellbeing of
individuals and animals.
Summary of the main
achievements of the charlty
during the year
TAR
March 2012

Section E
Financial review
Brief statement of the
charlty's policy on reserves
To Distribute all donations received lo charities and not lo retain any
reserves.
Details of any funds materlally
in deficit
None
Further financial review details (Optional information)
You may choose to include
additional information, where
relevant about..
the charity's principal
sources of funds (including
any fundraising).,
how expenditure has
supported the key objectives
of the tharily;
investment policy and
objectives including any
ethical investment policy
adopted.
Section F
Other optional information
Section G
Declaration
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustee
Signature(s)
Full name{s}
Posltlon leg Secretary, Cha5r,
ètc)
ff4rt0 V&i&T '
lthJ6t&
Date
24 April 2026
TAR
March 2012

CHARITY COMMISSION
FOR ENGLAND AMO WALES
The Bergman Lehane Trust
1142758
Receipts and payments accounts
CC16a
For the perlod
from
Periocl eiid dale
To
0110712024
30106n025
Section A Receipts and payments
Unrèstrlctèd
funds
to the noarest
ReBtrlct8d
funds
Endowment
funds
Total funds
Last yèar
to Ihe ￿e￿￿eSt E
to Ihg ￿ear8$1£
lo Ihe near8$t£
to Ihe neorost£
A1 Recel 1$
Charitat￿e donaiions
Bank Inteie$l re¢e4ved
367,984
15,675
367,984
15,¢75
Sub total(Gross income for
ARJ
383,659
383,659
A2 Asset and Investment sales,
(See table).
Sub total
Total recelpts
383,859
3S3,659
A3Pa
monts
Charitable Gontri￿tsoT
Op8rabw expenses
400,926
4,627
0,926
4.627
Sub total
40S,553
406,553
A4 Asset and Investmenl
purchases, (see table)
Forelgn Exchange
Igaln5lllosses
37.ts56
37,55
Sub total
37.558
37.558
Total payments
367,995
367,995
Net of ré¢8ipts/(payments)
A5 Tran8fèrs batween fund8
A6 Cash funds last year end
Cash funds this year end
15,665
15,665
391,453
407,117
391,453
407.117
CCXX R1 accoun18 ISSI
2810512028

Section B Statemenf of assets and liabilities at the end of the period
LJnrostri¢tod
rund$
Restricted
funds
Endowment
fundy
to nèaiest £
Categorles
Delall8
to neares1£
to neaiest £
B1 Cash funds
Cash at bank
407.118
Total oash funds
407,118
(Aorea boknce9￿Ih￿B1P19 2Th1 pwfiwnt8
a¢COIMll&I} IK(JrepiiiLy71 Crfor
Unr88trlcted
fund8
lo negrfysl£
OK
Re8trlc16d
funds
¢0 neRiest É
oi<
Endowment
lunds
Detalls
to nparest £
Fund to whl¢h
asset belD
Curr&lll value
Ilonal
Detalls
Cost lopllonall
B3 Investment assets
Fund lo whl¢h
*$$et b81on
Detalls
Cost loptl¢th811
B4 Assets rotalnfjd for the
charity's own u80
Ftsnd to whlch
Amouiit du•
Wh8n dug
Detalls
Tiade¢reditors
B5 Liabilities
696
Signod by orle or iwo Ifljsteos on
bÉhall tsf all th8 Irus1888
Dale of
oval
lur
Print Name
LvAd '
Li&r
CCXX R2 accounts18SI
28105r2026

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to the trusteesl
members of
Clia¥ily
The Bergman Lehane Trust
On accounts for the year
ended
30 June 2025
Charity no
lif any}
1142758
Set out on pages
Ireiiieinber lo iwlude the page nuinbei's ol addilional 8heelsl
I report to the trustees on my examination of the accounts of the above
charity ("the Trust") for the year ended 30 June 2025.
Responslbllltie5 and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordan￿ 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 the applicable Directions given by the Charity Commission
under section 145{5}(b) of the Act.
I have completed my examination. l Gonfirm 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..
accounting records were not kept in accordance with section 130 of
the Act or
the accounts do not accord with Ihe acLounting records
Independent
examiner's statement
I have no concerns and have come across no other rnatt8rs in conn8Gtion
with the examination lo which attention should be drawn in order lo enable a
proper understanding ol the accounts to be reached.
Signed:
Date:
Name:
Relevant professional
qualification(sl or body
lif anyl:
Address:
Section B
Disclosure
Only complete if the examiner needs to highlight mallers of concern (see CC32,
Independent examination of charity accounts.. directions and guidan￿ for
examiners).
IER
October 2018

Give here brief details of
any items that the
examlner wishes to
disclose.
IER
October 2018