2021-03-31-accounts - The Arpad & Alena Rosner Foundation

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Trustees' Annual Report for the period

Period start date Period end date From 1 April 2020 To 31 March 2021

Section A Reference and administration details

Charity name The Arpad & Alena Rosner Foundation Other names charity is known by Registered charity number (if any) 1162848 Charity's principal address Standen Barn Smarden Road Biddenden, Ashford Postcode TN27 8JT

Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Roland Rosner Chairman
2 Natasha Rosner
3 Denise Lievesley
4 Peter Moon
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Foundation Constitution

(eg. trust deed, constitution)

CIO How the charity is constituted

(eg. trust, association, company)

Appointed by the Chairman Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, 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 such charitable purposes (according to the law of Summary of the objects England and Wales) as the trustees see fit from time to time. of the charity set out in its governing document The trustees make grants in fields including: a) education b) citizenship and community development Summary of the main c) human rights, conflict resolution and reconciliation activities undertaken for d) poverty alleviation the public benefit in relation to these objects During the year 2020-21, the Foundation made donations to (include within this Fareshare and Praxis in accordance with the particular section the statutory objectives at c) and d) above. declaration that trustees have had regard to the The Trustees are considering donations to be made in 2021-22, guidance issued by the each of which will be made in support of registered charities. Charity Commission on public benefit) They confirm that their decisions will be taken in conformance with the guidance issued by the Charity Commission on public benefit.

Additional details of objectives and activities (Optional information)

Organisations viewing the Foundation’s report on the Charity Commission's website should note that the Foundation does not consider unsolicited applications for grants.

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Summary of the main achievements of the charity during the year

The grants made during the year have contributed to the alleviation of hunger and to improving the welfare of migrants in need.

Section E Financial review

Brief statement of the charity’s policy on reserves

The reserves are managed with a view to accruing capital growth and modest income from dividends.

Details of any funds materially in deficit

Further financial review details (Optional information)

The principal source of funds is through donations from the You may choose to include Founder. additional information, where relevant about:

Investments are managed professionally in accordance with
the charity’s principal strict ethical policies.
sources of funds (including any fundraising);
how expenditure 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 declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Roland Albert Rosner Position (eg Secretary, Chairman Chair, etc) Date 22 January 2022

THE ARPAD AND ALENA ROSNER FOUNDATION

ACCOUNTS

31 MARCH 2021

PETER W EDNEY FCA Chartered Accountant Malt Barn Cottage Weavers Hill Angmering West Sussex BN16 4BE

THE ARPAD AND ALENA ROSNER FOUNDATION

YEAR ENDED 31 MARCH 2021

CONTENTS

PAGE

1 Balance Sheet

2 Capital and Income accounts

THE ARPAD AND ALENA ROSNER FOUNDATION

BALANCE SHEET AT 31 MARCH 2021

BALANCE SHEET AT 31 MARCH 2021
INVESTMENTS at cost DEBTORS Lloyds Bank Charles Stanley Capital Account Charles Stanley Income Account Sundry Debtor CREDITORS Accountants Fees Represented by:- CAPITAL ACCOUNT INCOME ACCOUNT	2 840.50 - 4,297.78 3.58	021 ££ 454,339.46 5,141.86 459,481.32 - 500.00 458,981.32 440,301.80 18,679.52 458,981.32	447 8,592 25,745 -	2020 ££ 438,449 34,784

				473,233 - 500
				472,733
				446,499 26,234
				472,733

TRUSTEE STATEMENT

I approve these accounts and confirm that I have made available all relevant records and information from Charles Stanley for their preparation.

PROFESSOR R A ROSNER

December 2021

THE ARPAD AND ALENA ROSNER FOUNDATION

CAPITAL ACCOUNT

2 - 22.08	202 ££ 1,189 26	0 448,721 1,215
500.00 - 106.00 2,795.60 2,817.33	500 26 - - 2,911
		449,936 - 3,437
- 10,000.00 - 10,000.00
		446,499
		11,163 15,071 -

		26,234