Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** ## **Trustees’ Annual Report for the period** **From 01 May 2024 To 30 April 2025 Charity name: The Serlin Family Foundation Charity registration number: 1201871** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The object is to support exclusively
charitable purposes as the trustees in their
discretion see fit from time to time.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|During the past year the foundation has
continued to support grassroot level social
projects that are generally too small to
become charities in their own right. The
foundation has set up a new project entitled
“eldersgivingback.com “. The aim of the
project was to encourage elders who are
running or wish to run a socially beneficial
project to apply to us for awards to support
their work. We received a number of replies
requesting awards although many were
from existing charities which we generally
do not support. However, we have
identified three social projects which we
have funded. In addition, we are
maintaining monthly funding support for the
projects that we commenced funding during
the previous year. In Each of these cases,
we receive regular updates as to their
progress and the work that they are doing.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees confirm that in overseeing the
work of the charity, they had due regard to
the guidance issued by the Charity
Commission on public benefit.| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making 1 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|During the past year the foundation has
continued to provide awards of between
£500 and £1500 per month as well as
individual one off awards that are between
£500 and £1000.
The recipients include
. An individual providing art facilities and
training to homeless people. She is
continuing her good work and regularly
reports to us with numerous photographs of
her workshops with several homeless
people producing works of surprising talent.
This provides them with activities to do on
the weekends when most other facilities
are closed to them. She has also taken
some of the budding artists to art galleries.
We believe this is particularly important as
it is a start to give them back their self-
respect.
. An individual who has set up a mentorship
project for refugees from Africa. His work
continues and the circle increases as each
mentee becomes a mentor in their own
right to help additional people. We regularly
receive reports from him and his work
continues successfully.
. We continue to support an outstanding
middle-aged African lady who has been
running a youth club in North London for
some years. We believe we are their sole
support and she has received extensive
publicity in her local area and recognition
for her work which we will continue to| 2 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** support. The main thrust of her work is to try and keep the young people off the streets and away from gangs and she is able to report that many of the young people have now grown up to be parents themselves and the next generation are also now going to her young peoples club. . We have commenced supporting an elderly gentleman -a resident of Bermondsey. He has set up a local kitchen where he helps train local, generally disadvantaged, young people who wish to learn to cook. Some of these have gone on to get jobs in catering and we will continue to support this gentleman with his good work. . We support a group of individuals who obtain surplus food from supermarkets and distribute amongst the poor in their community. They have recently increased their activities and regularly hire a van and volunteer staff in order to widen the scope of their work which benefits many local people . ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| 3 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity received donations amounting
to £79,665. £76,900 of which were
immediately paid out to the beneficiary
organisations.
The trustees are grateful to London
Buildings (Highgate) Limited for these
donations.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The trustees seek to maintain a level of
reserves that will enable them to provide
continuing financial support for the duration
of projects that they have committed to
assist. At the end of the reporting period,
the level of required reserves was
calculated at £39,200.
At the year end, the charity had no
reserves, but the trustees are keen to
invest in fundraising for the charity and to
build up the charity’s reserves to the
required minimum.| |Amount of reserves held|Para 1.22|| |Reasons for holding zero
reserves|Para 1.22|Continued support and resources from
London Buildings (Highgate) Limited| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| 4 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Appointed by existing trustees| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any
related parties|Para 1.51|The charity has a close relationship with
London Buildings (Highgate) Limited. The
directors of the company are also trustees
of the charity.| |Other||| ## **Reference and Administrative details** |Charity name|The Serlin Family Foundation| |---|---| |Other name the charity uses|| |Registered charity number|1201871| |Charity’s principal address|16 Portland Close
Broughton
AYLESBURY
Buckinghamshire
HP22 7DG| 5 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** **Names of the charity trustees who manage the charity** |1
2
3
4
5
6|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(ifany)**| |---|---|---|---|---| ||Colin Serlin|Chairman||| ||LesleySerlin|||| ||Emma Serlin|||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets 6 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** ## **Additional information (optional)** **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **----- Start of picture text -----**
Signature(s)
Full name(s) Colin Serlin
Position (eg Secretary, Chair
Chair, etc)
Date
2/3/2026
**----- End of picture text -----**
7 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** |**Section A Independent Examiner’s Report**|**Section A Independent Examiner’s Report**| |---|---| |**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**
**Responsibilities and basis**
**of report**
_INDEPENDENT EXAMINER'S _
_STATEMENT_|Charity Name
The Serlin Family Foundation
01 May 2024 to 30 April 2025
**Charity no**
**(if any)**
1153689
appended
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the
Trust”) for the period ended**30 / 04 / 2025**.
As the charity trustees of the Trust, you are responsible for the preparation of the
accounts in accordance 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. I confirm that no material matters have come to
my attention (~~other than that disclosed below *)~~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 the accounting records
I have no concerns and have come across no other matters in connection with the
examination to which attention should be drawn in order to enable a proper
understanding of the accounts to be reached.
*_Please delete the words in the brackets if they do not apply._| |**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body (if**
**any):**
**Address:**|**Date:**|| |---|---|---| |||2/4/2026| |||| ||Charles Ssempijja, NfP Accountants Ltd|| |||| ||FCA, ICAEW|| |||| ||86-90 Paul Street|| ||London, EC2A 4NE|| 8 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** ||**The Serlin Family Foundation**|**The Serlin Family Foundation**|**The Serlin Family Foundation**|**The Serlin Family Foundation**|**The Serlin Family Foundation**|**1201871**||**CC16a**| |---|---|---|---|---|---|---|---|---| |||||||||| ||**Receipts andpayments accounts**|||||||| ||**For the period**
**from**||01/05/2024||**To**|30/04/2025||| |||||||||| |||||||||| |**Section A Receipts and payments**||||||||| ||**Unrestricted**
**funds**||**Restricted**
**funds**||**Endowment**
**funds**|**Total funds**||**Last year**| ||**to the nearest**
**£**||**to the nearest £**||**to the nearest £**|**to the nearest £**||**to the nearest £**| |**A1 Receipts**||||||||| |Donations|**79,665**||**-**||**-**|**79,665**||**67,350**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**79,665**||**-**||**-**|**79,665**||**67,350**| |||||||||| |**A2 Asset and investment**
**sales, (see table).**||||||||| ||**-**||**-**||**-**|**-**||| ||**-**||**-**||**-**|**-**||**-**| |**_Sub total_**|**-**||**-**||**-**|**-**||**-**| |||||||||| |**_Total receipts_**|**79,665**||**-**||**-**|**79,665**||**67,350**| |||||||||| |**A3 Payments**||||||||| |Grants and donationspaid|**76,900**||**-**||**-**|**76,900**||**67,350**| |Website|**2,165**||**-**||**-**|**2,165**||**-**| |Accountancy|**600**||**-**||**-**|**600**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| |**_Sub total_ **|**79,665**||**-**||**-**|**79,665**||**67,350**| |||||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||||| ||**-**||**-**||**-**|**-**||| ||**-**||**-**||**-**|**-**||| |**_Sub total_ **|**-**||**-**||**-**|**-**||**-**| |||||||||| |**_Totalpayments_**|**79,665**||**-**||**-**|**79,665**||**67,350**| |||||||||| |**_Net of receipts/(payments)_**|**-**||**-**||**-**|
**-**||**-**| |**A5 Transfers between funds**|**-**||**-**||**-**|**-**||**-**| |**A6 Cash funds lastyear end**|**-**||**-**||**-**|**-**||**-**| |**_Cash funds thisyear end_**|**-**||**-**||**-**|**-**||**-**| 9 Docusign Envelope ID: 13F92E8A-E1CA-4BE0-8CB8-3C8C4D88C35BDocusign Envelope ID: 8F71EBF7-4B8C-4800-A1CD-F63AB7426447 ## **SERLIN FAMILY FOUNDATION** ||**The Serlin Family Foundation**|**The Serlin Family Foundation**|**The Serlin Family Foundation**|**The Serlin Family Foundation**|**The Serlin Family Foundation**|**1201871**|**1201871**||**CC16a**| |---|---|---|---|---|---|---|---|---|---| ||||||||||| ||**Receipts andpayments accounts**||||||||| ||**For the period**
**from**||01/05/2024||**To**|30/04/2025|||| ||||||||||| ||||||||||| |**Section B Statement of assets and liabilities at the end of the period**|||||||||| |**Categories**|**Details**||||**Unrestricted**
**funds**||**Restricted**
**funds**||**Endowment**
**funds**| ||||||**to nearest £**||**to nearest £**||**to nearest £**| |**B1 Cash funds**|||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||**_Total cash funds_**||||**-**||**-**||**-**| ||(agree balances w ith receipts and payments
account(s))||||OK||||OK| ||||||**Unrestricted**
**funds**||**Restricted**
**funds**||**Endowment**
**funds**| ||**Details**||||**to nearest £**||**to nearest £**||**to nearest £**| |**B2 Other monetary assets**|||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||||||| ||**Details**||||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| |**B3 Investment assets**|||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||||| ||**Details**||||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| |**B4 Assets retained for the**
**charity’s own use**|||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||||| ||**Details**||||**Fund to which**
**liability relates**||**Amount due**
**(optional)**||**When due**
**(optional)**| |**B5 Liabilities**|||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||||| |Signed by one or two trustees on
behalf of all the trustees|Signature||||Print Name||||Date of
approval| ||||||COLIN SERLIN||||2/3/2026| ||||||||||| 10