Sir J*¢k Lyo•s C-b#rit•blè Tru8t
Rtpjrt #md Fi#*oÉi*l St#teme•ts
I'**r Aprll 2021
Charlty N￿mber." 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
OfFinu￿1al AL1ii'iu¢s
B￿On¢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%,Or￿N0¥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 FI￿r
LSI 2HJ
Pagc I

SIRJ.4Lk L CII,IRIT.IBLE TRI'ST
REPORT OF THE TRI"StEES-l¢oDtihu¢dl
The In￿￿e5 preseN Their annu￿ rewi 2nd fJnaJkYal Sta*Met￿ of the ch3rn)' f(x the K'ear ended 5 .4ry11
?021 The f￿A￿LiA1 haie prepared ITh aL&orda￿t 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 R￿￿￿le￿jed Pracrice arvIl￿able w bhariiies
prepariii¥ their akLiwllis iri a££(wd￿re V4ith Ihe Financial Rq￿Ill8 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 Cornm￿10n
SL￿Me daied 14 Iljrih as amet)ded M. rewluiion dated * ju￿ ?(MI5.
It M'a5 rrEa*d so that the TnL4l¢es 4yl> th¢ asxts of thc fimd for ¢haritabl¢ pulpc6￿ whdher in
the Llnited KLngdom LV elSe￿here. as the T￿￿te$ shall in Iheir uThfellered dI￿r￿lon 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 Co￿81der
friKn iwi) IM)dte%. b¢in¥ the l)iXL% faMilv anJ relekanE Wore￿￿l￿a1S. cO￿l￿eral1¢)n Is li)
candidJtr%' ielei'ani txr*rti%e and backwNI. .41 an) lime. thcrc shwld b¢ rx) Ics5 than thr¢¢ and no mo
Ihan sei'en TnJs1tt%. Rdiring TnLMees M￿51 n￿lfy the rem￿￿tn% 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$l Iniestsne
for non-prolii making oryonisulioThs. maTr￿¢￿ M Sarasirb & Panner5.
t￿rIng the year. don￿1￿$ of £l?8.479120:0.. £196 ?8?) were made in supp￿1 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. Jer￿aJern A¢ad*ny
ol. Klusic atyj Dance IE93.61£1. jents￿eM 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 diStrib￿ed. .4CCo￿ts rrior 10 ihe Year cnded 5
èlpril 2005 thd tLOt rLflgLt thas. ith part be￿￿e the letrel tsl this had never t*etL all￿ed.
'olloMinB extetLSiTrJ"e di￿us510llS W"rth the C'hanty C'omm1551iir4 It a￿ttd 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
endOWTr￿f uMwch¢d.
Pag¢ 2

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## 



## 



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
.x￿ni￿lIuTl' (In rni%fftg tuftds
F.XPLndiiuie on ¥hariLabl¢ alliwiiies
Realiscd fvrcign cuitcnLy IiTrssc&'l8tti*sl
41494
49.114
8.rM3
15.794
23.842
126.5161
Tot*] Esptnditrjre
5&?93
1?%.4".9
21#.880
l*¢t zlin￿lI•S￿¢s) iD%es¢meDts
Unre￿i￿ed 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¢x￿ldl1￿r¢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¥
F￿d ￿an¢t% brou￿1 fm¥ard 416th Awl 2020
?.853.U211
174.4$7
3.33¥,347 3.741.423
Fund balant¢y c￿led 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¥rre*i Asstts
>.435
92.183
r*ei 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
Toi*l ¢b*rit) 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

## 

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|Expenditure||||
|---|---|---|---|
|Expenditure<br>nn|ratatng<br>funttt|||
|Expcndltvrc<br>on|chafttawc<br>actndttns|||
|Reabaud<br>foretgn nun'envy<br>igaina)ftnatea||||
|BeennegiattrN|Qffunda|||
|Fund 4alanccs|Brought Fnrward|at 6dr Aprd|2019|
|Fund<br>tratannuar|canned<br>fnrrvard|at 5th Apnl|020|





## 

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|Banff Cenue (C$30„0(N)||||
|---|---|---|---|
|Cal Performances<br>($20,000)||||
|Calgary Jevvish Federation (C$I0,000)||||
|Calgary<br>Philharmonic<br>Orchestra|(Cg(0,000)|||
|Calgary Philharmonic<br>Orchestra-|Morningside||Music 8ridge Program (g(0„0(N)|
|Calgary<br>I'ro Musica (CM,(N0)||||
|Ilolocaust S~(t ors' Friendship|Association|||
|Israeli Opera ($)0,000)||||
|Jerusalem<br>Foundatittn<br>($40,000)||||
|Jerusalem<br>Foundation<br>Film Schohtrship||(g25.0(N)||
|Jerusalem<br>Academy ol Music k.|Dance|($30„00())||
|Jewish Music Institute||||
|(seeds Piano Competition||||
|Ituhinstein<br>Internattonal<br>Music goctetv||(g5,000)||
|TIKI.FI Charitable<br>Trust||||
|Wigmorc<br>Hall Trust||||





## 

## 

|Banff Centre - Music and Dance (C$30.„000)|||||
|---|---|---|---|---|
|Beit Halochem<br>(C$7,300')|||||
|Calgary Jewish Federation (C$10,000)|||||
|Cal Perfo~nces ($20,000)|||||
|Calgary Philharmonic<br>Orchestra (C$10,000)|||||
|Calgary Phi)harmonic<br>Orchestra - Morningside<br>Music Bridge Program (C$$,00t)')|||||
|Calgary Pm Musica (C$5,000)|||||
|Counci) ofChristian k.3ews|||||
|Holocaust<br>Survivors<br>Friendship<br>Association|||||
|Lsraeh Opera. ($)0,000)|||||
|Jerusalem<br>Academy ol Music and Dance ($30,000)|||||
|Jerusalem<br>Foundation - Jerttsa)em Music Centre|Concert ($4,900)||||
|Jerusalem<br>Foundation - Partnership<br>with Sixt Foundation ($11,41)0)|||||
|Jerusalem<br>Foundation<br>-Ruche( Karwan Child Development||Centre ($40,000)|||
|)cruse)em Foundation - Sir Jack Lyons Charitable|Trust Scholarship||($25,000)||
|Jewish Music Institute||||7,$00|
|Rubinstein<br>International<br>Music Socio)3 ($5,0t)t))||||3,774|
|The Roya) Conservatorv<br>ofMusic~Roomer<br>Fball (C$$,000')|||||
|UKLFI Charitable<br>Tmst|||||
|9'igmore<br>Hall 7'rust|||||



