Sir J¢k Lyo•s C-b#rit•blè Tru8t Rtpjrt #md Fi#oÉil St#teme•ts I'*r Aprll 2021 Charlty Nmber." 21 ?148
SIR J.4Cl% LYONS CHARITABLE TRI"ST INDkX IV fvI.N.4IC-I.4L.4C'C'OI'NI5 (.ooteBts PAg¢s Rew1 ofthe TnLStets Auditors. Rewt OfFinu1al AL1ii'iu¢s BOn¢t Sheet S¢a*ffleM ofA¢iounLith8 Poli¢ies Notes io thc 12-18
5tR JACIK LYOYS CIL4RtTABLE TRI'ST REPORT OF THE TRI.EE$ R¢%ister¢d Charity 212148 Accouthlins Period Yearended 5th April 2021 Address Gresham 5- 7 81 Pauls Srr TnL%tets D S Lyorts Esq- Homrary. Se¢Tt ¥1 J frrthan Fsq P D Ililchell Esq Irs B L%,OrN0¥MIn S JxkSl Esq Pmr*rty A8¢nts 7-10 EkauTh)ni MeH3 Lorhthn Robert Ir¥'ing Bwns Limited ?3 ?4 llar8ar¢r Street Lo II'I . 8LF Invesunent .4dvi% Swrwsin & Pjrtne Juxc)n H{4¢ i(N) St Paul's Chwch)'aTd IA)nth EC'4M 8BU Solicitors Bevan Brittan TofOMO SquAr¢ r FIr LSI 2HJ Pagc I
SIRJ.4Lk L CII,IRIT.IBLE TRI'ST REPORT OF THE TRI"StEES-l¢oDtihu¢dl The Ine5 preseN Their annu rewi 2nd fJnaJkYal StaMet of the ch3rn)' f(x the K'ear ended 5 .4ry11 ?021 The fALiA1 haie prepared ITh aL&ordat M'ith the aiiounlin¥ poliiies seE l)ui cin pa¥e4 10 ar¥J I l af the x£ounts and ¢P1¥ 1th the charity s I%¢ dttd ihc Charities .4ct nl l and Ailounung and Reporting Chariiies. of Rlejed Pracrice arvIlable w bhariiies prepariii¥ their akLiwllis iri a££(wdre V4ith Ihe Financial RqIll8 Standard applicabje in the ITk and Republic of Ireland wblkskd on 16 July l)bj¢¢¢ives ud Artiviiies "Iht Tn¢ ib governed by a Deed daled 16 Dtcemb¢r 1960. a5 supplementsd by E Charity Cornm10n SLMe daied 14 Iljrih as amet)ded M. rewluiion dated * ju ?(MI5. It M'a5 rrEad so that the TnL4l¢es 4yl> th¢ asxts of thc fimd for ¢haritabl¢ pulpc6 whdher in the Llnited KLngdom LV elSehere. as the Tte$ shall in Iheir uThfellered dIrlon from tim¢ ID rim¢ deiemiine. irtiludirtb the prixndiots of PLYformin¥ educatio and humaniLvian cause5. Pthrticularly in l%rnel or for Israelis. This is thruu8h the 8iftin8 of &MUiiOnS 10 suitsble or82ThJsaiions OT charities. AppolDITDeml of Trustees Trtk$i¢es a¥ a W). Trt$. In ipN)intin8 new Ttwstees. tatmlidates are Co81der friKn iwi) IM)dte%. b¢in¥ the l)iXL% faMilv anJ relekanE Worela1S. cOleral1¢)n Is li) candidJtr%' ielei'ani txrrti%e and backwNI. .41 an) lime. thcrc shwld b¢ rx) Ics5 than thr¢¢ and no mo Ihan sei'en TnJs1tt%. Rdiring TnLMees M51 nlfy the remtn% Tfuth5 of th¢ir reiiremeni in wriring. Achitveffj¢ntJ and P¢rfonmaac¢ T'S work is r¢li•rf on iD¢(xn¢ iDV¢Skn¢rt r¢tstrrts frorn its fr#hold Fvryerty and frcdn the inv¢strnenr w>rttolto, whi¢h <onsi5ts of knldings In 51rnsin Efidowm¢rts I srrtiaJt$l Iniestsne for non-prolii making oryonisulioThs. maTr¢ M Sarasirb & Panner5. trIng the year. don1$ of £l?8.479120:0.. £196 ?8?) were made in supp1 of the chariti s objectii'es. These i]1ed dona¢1{S 10 the Banff Centre I£18.0381. Cal Perfom?anees1£14.5:- - l. JeraJern A¢adny ol. Klusic atyj Dance IE93.61£1. jentseM Fouthdation 1£37 .5391 and W'iBmre Hall Tru5l (£1 ?.(JNII as d¢uil¢d in n(Ne 15 10 the x¢ouMs Suificieni fvnds are aiailable the <harny 10 enable li io rnLYi its wr¢#i obligauons. Thc TnLSt Furyj is inv¢4trAI in Fffnvid¢ %utTici¢nl to fthcr thc (thicLts of th¢ Tru# whilst maintBining thc rKnnaneni endowm¢ni. .4 h¢k of invt5mients 15 Ln tM)t¢ 13 tk Ounts. Thc TDJst has a wmancnt end0¢nI which can k diStribed. .4CCots rrior 10 ihe Year cnded 5 èlpril 2005 thd tLOt rLflgLt thas. ith part bee the letrel tsl this had never tetL alled. 'olloMinB extetLSiTrJ"e dius510llS W"rth the C'hanty C'omm1551iir4 It attd that share$ N"Kth maEk¢t of £196.275 at 5 ApTiI ?(K)5 5hwld b¢ 50 The market Nalue of the pemw*nt endowintht ai 4th .4pril ?O?I w2s £395.174. Onl%. the income of the perniattent endowment 15 eaThwked fot wtiaj dO[tIO leaiin8 the capital of the w#netht endOWTrf uMwch¢d. Pag¢ 2
IK JALl& l.I"OYS CH.4RIT.4BLE TRLST STATEMEYT OF FINANCIAL ACTII'ITIES FDR THF YE4R F%DF.D Ith IPRII. 2021 PermAitTrt GtDerAI Dtsi£D&ttd Fund Total 20•1 Total 202 l#¢ome tMdowm¢wts Iniume ITU In%e%imenL< 113 12.764 99.602 1 12,366 160.OJ5 99,602 160.0SJ Elptndliurt .xnilIuTl' (In rni%fftg tuftds F.XPLndiiuie on ¥hariLabl¢ alliwiiies Realiscd fvrcign cuitcnLy IiTrssc&'l8ttisl 41494 49.114 8.rM3 15.794 23.842 126.5161 Tot] Esptnditrjre 5&?93 1?%.4".9 21#.880 l*¢t zlinlI•S¢s) iD%es¢meDts Unreied ltiyeign cunen¢v BaIn[lOSSeS) RLalihed 8ain&llos5¢%1 ini¢%im¢nts l.'nr¢alis¢d 84tD&iloss¢sl 0$) v¢Ments 33.581 33.581 31)7.)1)6 54U.7a8 3b.369
.1.304
.304 2J&4¥4 ¢1 1Th£tymell¢xldl1r¢I 8Y.I)25 297.793 1128.4".91 2511.339 14lJ4.D76 TrAnsfLYS b¢N'¢¢n fw 1913821 97,103 Nit.%lovem¢oi F¥nds 84.J04 511.J39 (4n4.076 Recon¢iliitioD or ruTrd¥ Fd an¢t% brou1 fm¥ard 416th Awl 2020 ?.853.U211 174.4$7 3.33¥,347 3.741.423 Fund balant¢y cled forward al 5th Awil 2021 395.174 3.0%8.431 143.081 3.59¢>.f>86 3.338.347 I'he TMile5 on pag¥5 1* lo 18 part o(IIKs¢ Page 8
SIR J.4ftK LI'O.%S CHARFT.4BLE TRI'sr B.4LANCF. SHIET.4T 4° 4PRII. 2021 2021 2020 Fixed.4.rts InNiStniLnts 3,5¢)6.251 3.245,464 Currtli As84ts l)L'lxi)fs C&4h 1>3nk atMI in hand .070 "9.253 139.3? J 9%.241 C'rtditiltr lalliD8 du¢ within ong 148.¥1¥ Yet C¥rrei Asstts
.435 92.183 rei A5Stts I IIX.147 The fi•ds oltho chjrity CJcnL'ral futyj 2.853.(1• 3111.X7n 1-.4.437 3.3311.347 395.174 io Toil ¢brit) f¥thds Aptrov¢d b) th¢ TnL%¢J m Iq C7L4yÈ* f ? OZI and.118 on thcir khthlfb)": PJnlLI P D fvIIiLhL'II Ey4 C'harit% IiuErilKT '. 21214% The ntries on wJges 12 10 18 (orni part ol"these P4ge 9
| Expenditure | |||
|---|---|---|---|
| Expenditure nn |
ratatng funttt |
||
| Expcndltvrc on |
chafttawc actndttns |
||
| Reabaud foretgn nun'envy igaina)ftnatea |
|||
| BeennegiattrN | Qffunda | ||
| Fund 4alanccs | Brought Fnrward | at 6dr Aprd | 2019 |
| Fund tratannuar |
canned fnrrvard |
at 5th Apnl | 020 |
| Banff Cenue (C$30„0(N) | |||
|---|---|---|---|
| Cal Performances ($20,000) |
|||
| Calgary Jevvish Federation (C$I0,000) | |||
| Calgary Philharmonic Orchestra |
(Cg(0,000) | ||
| Calgary Philharmonic Orchestra- |
Morningside | Music 8ridge Program (g(0„0(N) | |
| Calgary I'ro Musica (CM,(N0) |
|||
| Ilolocaust S~(t ors' Friendship | Association | ||
| Israeli Opera ($)0,000) | |||
| Jerusalem Foundatittn ($40,000) |
|||
| Jerusalem Foundation Film Schohtrship |
(g25.0(N) | ||
| Jerusalem Academy ol Music k. |
Dance | ($30„00()) | |
| Jewish Music Institute | |||
| (seeds Piano Competition | |||
| Ituhinstein Internattonal Music goctetv |
(g5,000) | ||
| TIKI.FI Charitable Trust |
|||
| Wigmorc Hall Trust |
| Banff Centre - Music and Dance (C$30.„000) | ||||
|---|---|---|---|---|
| Beit Halochem (C$7,300') |
||||
| Calgary Jewish Federation (C$10,000) | ||||
| Cal Perfo~nces ($20,000) | ||||
| Calgary Philharmonic Orchestra (C$10,000) |
||||
| Calgary Phi)harmonic Orchestra - Morningside Music Bridge Program (C$$,00t)') |
||||
| Calgary Pm Musica (C$5,000) | ||||
| Counci) ofChristian k.3ews | ||||
| Holocaust Survivors Friendship Association |
||||
| Lsraeh Opera. ($)0,000) | ||||
| Jerusalem Academy ol Music and Dance ($30,000) |
||||
| Jerusalem Foundation - Jerttsa)em Music Centre |
Concert ($4,900) | |||
| Jerusalem Foundation - Partnership with Sixt Foundation ($11,41)0) |
||||
| Jerusalem Foundation -Ruche( Karwan Child Development |
Centre ($40,000) | |||
| )cruse)em Foundation - Sir Jack Lyons Charitable | Trust Scholarship | ($25,000) | ||
| Jewish Music Institute | 7,$00 | |||
| Rubinstein International Music Socio)3 ($5,0t)t)) |
3,774 | |||
| The Roya) Conservatorv ofMusic~Roomer Fball (C$$,000') |
||||
| UKLFI Charitable Tmst |
||||
| 9'igmore Hall 7'rust |