## **Trustees' Annual Report for the period** 

|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|
|---|---|---|---|---|---|---|---|
|**From**|Period start date|||**To**|Period end date|||
||1|April|2021||31|March|2022|



## 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** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Roland Rosner|Chairman|||
||Natasha Rosner||||
||Denise Lievesley||||
||Peter Moon||||
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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) 

How the charity is constituted 

CIO 

- (eg. trust, association, company) 

Trustee selection methods 

Appointed by the Chairman 

- (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** 

**Summary of the objects of the charity set out in its governing document** 

To advance such charitable purposes (according to the law of England and Wales) as the trustees see fit from time to time. 

2 



The trustees make grants in fields including: a) education b) citizenship and community development c) human rights, conflict resolution and reconciliation **Summary of the main** d) poverty alleviation **activities undertaken for the public benefit in relation to** During the year 2021-22, the Foundation made donations to Fareshare, **these objects (include within** Praxis and DEC (for Ukraine) in accordance with the particular objectives **this section the statutory** at c) and d) above. **declaration that trustees have had regard to the guidance** The Trustees are considering donations to be made in 2022-23, each of **issued by the Charity** which will be made in support of registered charities. **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 is not seeking 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, improving the welfare of migrants in need and supporting the humanitarian needs of the Ukrainian people, victims of their Russian aggressors. 

## **Section E                    Financial review** 

4 



## **Brief statement of the** 

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

**charity’s policy on reserves** 

**Details of any funds materially in deficit** 

## **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); 

The principal source of funds is through donations from the Founder. 

Investments are managed professionally in accordance with strict ethical policies. 

- 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, Chair, etc)** 

Chairman 

**Date** 23 January 2023 

5 



THE ARPAD AND ALENA ROSNER FOUNDATION 

ACCOUNTS 

31 MARCH 2022 

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 2022 

CONTENTS 

PAGE 

1 Balance Sheet 

2 Capital and Income accounts 



## **THE ARPAD AND ALENA ROSNER FOUNDATION** 

BALANCE SHEET AT 31 MARCH 2022 

|BALANCE SHEET AT 31 MARCH 2022||||
|---|---|---|---|
|INVESTMENTS at cost<br>DEBTORS<br>Lloyds Bank<br>Charles Stanley Capital Account<br>Charles Stanley Income Account<br>Sundry Debtor<br>CREDITORS<br>Accountants Fees<br>Represented by:-<br>CAPITAL ACCOUNT<br>INCOME ACCOUNT<br>TRUSTEE STATEMENT|2022<br>££<br>642,979.67<br>340.50<br>-<br>20,652.64<br>332.28<br>21,325.42<br>664,305.09<br>-          575.00<br>663,730.09<br>664,953.73<br>-       1,223.64<br>663,730.09|2021<br>££<br>454,339<br>840<br>-<br>4,298<br>4<br>5,142<br>459,481<br>-             500<br>458,981<br>440,302<br>18,679<br>458,981||
|||||
||||459,481<br>-             500|
||||458,981|
||||440,302<br>18,679|
||||458,981|
|||||



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 2022 



2 

## **THE ARPAD AND ALENA ROSNER FOUNDATION** 

## **CAPITAL ACCOUNT** 

|**FOR THE YEAR TO 31 MARCH 2022**<br>BALANCE at 31 March 2021<br>Add:<br>Capital Introduced<br>Proft on Investment sales<br>Eqalisation<br>Less:<br>Accountants Fees<br>Computer Software<br>Loss on Investment sale<br>Management Fees<br>BALANCE at 31 March 2022<br>**INCOME ACCOUNT**<br>**FOR THE YEAR TO 31 MARCH 2022**|2022<br>££<br>440,301.80<br>225,000.00<br>4,551.39<br>64.63<br>229,616.02<br>669,917.82<br>575.00<br>-<br>-<br>4,389.09<br>-       4,964.09<br>664,953.73|2021<br>££<br>446,499<br>-<br>-<br>22<br>22<br>446,521<br>500<br>106<br>2,796<br>2,817<br>-      6,219<br>440,302|2021<br>££<br>446,499<br>-<br>-<br>22<br>22<br>446,521<br>500<br>106<br>2,796<br>2,817<br>-      6,219<br>440,302|
|---|---|---|---|
||575.00<br>-<br>-<br>4,389.09|500<br>106<br>2,796<br>2,817||
||||446,521<br> <br> <br> <br> <br>-      6,219|
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||||440,302|
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