Trustees. Annual Report for the period Period 51arl dale oi | Period end dale 2023• 131 2023 From Section A Reference and administration details Charity name DAVID KATZ FOUNDATION Other names charity is known by NIA Rogistered charity number {if any) 1181378 Charity's principal address THE DA VID KA TZ FOUNDA TION CIO FARRER & CO 65-66 LINCOLN'S INN FIELDS LONDON Postcode Names of the charity trustees who manage the charity Date5 acted if not for whole ear Trustee name Office lif any) Name of person {or bixlyl entitled toa olnt trustee If an DANIEL WYNNE MARC SILVER CHRIS MORGAN ERIC EVANS 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for •xampl8. any custodian trusto0s} Name Dates acted if not for whole ear TAR March 2012
Names and addresses of advisers (Optional information) of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure, overnance and mana ement Description of the charity's trusts CIO - Foundation Type of governing document leg. trLJSi deed, conslitulionl How the charity is constituted leg. Irusi. associalion. companyl CIO- Foundalion 31 Dec 2018 Trustee selection fnethods (Èg. appoinre¢ by, elecied by) APPOINTED BY THE EXISTING TRUSTEES. 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 slru¢lure and any wider network wilh which the charity works.. relationship with any related parti6s- trustees. consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities Empower the visually impaired. Educate. publicise and raise awareness throughout the world about the conslrainls and difficulties of living with visual disabilities. Summary oflhe objects of the charity set out in its governing document Support and counsel individuals and their families. To become their beacon of hope, compassion, trust and intention. Create an environment of understanding and care to humankind. TAR March 2012
To enlighten sociallpublic services and the heallhlmedical professionals. Team up with service providersllechnDlogy companies, encouraging them lo adapt products and services for specific requirements. Also, working with them lo create new solutions for the visually Impared. To diminish and try lo suppress the stigmas attached lo the condition within the next five years. To give hope to all who suffer from being "less able or differently able or who have been told they CAN'T perform a task due to their gender. religion, or the colour of their skin. Summary of the main activilies undertaken for Ihe public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Additional detsils of objectives and activities (Optional information) TAR March 2012
You may choose to include further statements, where relevant, about.. policy on granlfflaking., policy programme related investment., contribution made by volunteers. Section D Achievements and performance TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year 2023 It has been another slow year for the DKF which continues lo be impacted by Ihe after effects of COVID as we are restricted from doing much of our work as potential beneficiaries are amongst the most vulnerable in society. Work is going on lo increase the momentum and as such the Iruslees are confident 2024 will see an increase in activity- These are referenced below.. Future Activities We have some exciting developments coming up in the summer of 2024. We are working on developing a relationship with Hertfordshire County Council in a consultancy capacity on some of their public murals beginning with the one at the underpass next to Harpenden Station. We intend to provide an Audio Description of the mural which will be able to be accessed on site via a QR code so the blind and visually impaired community will also be able to enjoy what promises to be a wonderful mural. We hope to be paid a fee for our work and in turn we will be looking lo support a local visually impaired 5POrts club or alhlele. We are also in discussions about similar collaborations on other murals both within Hertfordshire and with other councils too as we see this as a good way to support our target audience. TAR March 2012
Section E Financial review Brief statemont of the 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}', how expendilLJre has supported the key objectives of the charity.. inveslment policy and objectives including any ethical investment policy adopted. Section F Other o tional information The charity does not have reserves and is relying on loans from friends and trustees to cover expenses. 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(sl Posilion (eg Secretary, Chair, etc) Daniel Wynne CHAIRMAN & TRUSTEE Date 2911012024 TAR March 2012
CHARUY tOMM155101 ' FOR INGLAM)yV40WI Charity Nam& The Davtd Katz Foundatlon No lif 3nyl 1181378 Receipts and payments accounts CC16a For the period frorn Penod s13rl c3le Period end datp 0110112023 3111212023 Section A Receipts and payments Unrestricted funds to Ihtr n8ar08t Restricted funds Endov4ment funds Total funds Last year lo tho near95t e to the nearest £ to the ngafg$t£ to th8 nBareSt£ A1 Receipts Don31 ons 27,383 27.383 2,250 Sub total (Gross income for AR) 27,383 27.383 2,250 A2 Asset and inv8Stment Sales, Isee table). ub tolal Total receipts 27,383 ZT,383 2,250 A3Pa ments Chari13b'.& Expenditure 22.714 22,714 2,223 Sub total 22,714 22,714 2,223 A4 Asset and investment urchases, sèè tabl8 Sub total Total payments 22,714 22,714 2,223 Net of receipts/(p4ymentsJ A5 Transfers between funds A6 Cash lund$ last year end Cash funds this year end 4.669 4.669 36 36 4,705 CCXX R7 accounts ISSI 2911012024
Section B Statement of assets and liabilities at the end of the period Unre51ricted funds to nearest £ Restricted funds to nearest£ Endowment funds Categories Details to n90r4St £ B1 Cash funds aank 4.705 Total Cash funds 4,705 lagree wllh teceipts payment5 Unrestricted funds to nearest£ Restricted funds to noart$l £ Endowment funds to noarest E Details Fund to which asset belo Details C05t lopllonall Current valu4 tionall Fund tg which asset bolon Cvrrontvaluo Details ost lopllonall B4 Assets retained for the charit$ own use Fund lo which roL21•s Amount duo When due bonal Detai5s B5 Liabilities Soned by one or trustees on behalf of all the trusiees Date of roval Signature Print Name DANIEL WYNNE CCXX R8 ac¢ounts ISSI 2911012024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Exarniner's Report Report to the trustees DAVID KATZ FOUNDATION On accounts for the year ended 31$1 December 2023 Charity no lif any) 1181378 Set out on pages Iremttnber lo incltsde the page Trumber¥ ol additional sheotsl I report lo the trustees on rny examination of the accounts of the above charity I'the Trust") for the year ended 3111212023. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 I'the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all Ihe applicable Directions given by the Charity Commission under section 145151(bl of the Act. Independent I have completed my examination. I confirm that no material malters have examiner's statement come lo my attention in connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act- or the accounts did not accord with the accounting records-, or the accounts did not corrply with the applicable requirements COnrning the form and content of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'lrue and fair, view which is not a matter considered as part of an independent examination. I have no COnrn$ and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Date: 2 4 O<.Fts>- 2UI Name: t)HN SPEE Relevant professional qualifi¢ation(s) or body (if any): Address: OWC S 51E" IER Oct 2018
Section B Disclosure Only complete if the examiner needs to highlight material matters of concern {see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examinerwishes to dosclose. IER 10 Oct 2018