## **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**
1
## **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**
2
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.
3
**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**
4
## **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
5
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
1
## **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
2
## **THE ARPAD AND ALENA ROSNER FOUNDATION**
## **CAPITAL ACCOUNT**
|**FOR THE YEAR TO 31 MARCH 2021**
BALANCE at 31 March 2020
Add:
Proft on Investment sales
Eqalisation
Less:
Accountants Fees
Bank Charges
Computer Software
Loss on Investment sale
Management Fees
BALANCE at 31 March 2021
**INCOME ACCOUNT**
**FOR THE YEAR TO 31 MARCH 2021**
BALANCE at 31 March 2020
INVESTMENT INCOME
Dividends and Interest
CHARITABLE DONATIONS
Fareshare
Praxis
BALANCE at 31 March 2021|2
-
22.08|021
££
446,498.65
22.08
446,520.73
- 6,218.93
440,301.80
26,233.87
12,445.65
- 20,000.00
18,679.52|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|