r & FEF Nv•fflwn'$ Char6labl• Trust Recei tsand ments accounts CC16a For the period To r-23 OW?r-24 Section A Receipts and payments Unrestricled lunds Rèstrictsd Endowment fund¥ Total lund8 Last yoor A1 Recei Investrneni Income Bank Inte51 Gift kned donatio GrftAk1 tsx rebjnds dNthndsl AR) 32.545 32,Y5 29.024 an A3Pa ments Donations lo chaiilies In ndenl examiners fee gl & adminL5trab¥e serv 44.1(* 44.100 2SO Sub total 44.751 44.754 24,590 A4 Asset and Investsnent Sub tot•1 44,754 44.754 24.$90 Ngt ofr8cWPt(Paetsj A5 Transfers trIon lund8 A6 Cash funds last yèar •nd Cash funds thls year end 12. 12.209 59.076 46.867 59.076 46.867 59.076 CCXX Rl arUnts ISSI 05112r2024
Section B Statement of assets and liabilities at the end of the period Unrn8tr5ct•d R•8trOct•d funds funds to nBarMt É to nDirpBt £ Endowm•nt funds to neoreyt£ 81 Cash funds Namlest 88 30.784 E¥etyn Partsrs E¥etyn Partrr 15,656 427 Total cash funds 46,867 Unr•strict8d lunda Re#trietsd Endowment funds B2 Other monfrtary a$ts Grft Axl tsx davrts unpabj FurMI tothich Colt lOptill Cunprrt valu B3 Investment as8et8 Tru5l A FurJ 151.174 304.482 Fund to Currnnl value onal B4 Assets retained for the charity's own use Not aWKab to whlch Am¢)urtdL* ional 85 Llabllltie8 1.320 30104124 SwJned by or Iru5tses on behaw of all trustses Date of roval Print Name MICHNEL NEWMAN 28112124 DAVID NEWMAN 28112124 CCXX R2 act¢ts Issi 05112r2024
Trustees. Annual Report for the period Perioj start date Peric end dale From Section A Reference and administration details Charity name Mr & Mrs FEF Newman's Charitable Trust Other names charity is krbown by Registered charfty number (rf any) 263831 Charity's princlpal address clo BD8 Prtmans LLP ' One Bartholomew Close London Postcode EC1A 7BL Names of the charity trustees who manage the charity Dats¥ a¢led if not for T*hole e•r Tnffjt•• nam• Office Irf any) Name of pern¢>n lor body) entiued irrt trustee ifan Michael Newman David Newman 10 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Datss acted rf not for whole ear Michael Newman David Newman
Names and addrnsses of advisers (Optional inforniation) e of adviser Name Address Secretarial & legal 18DB Pitmans LLP As above Independent examiner Alan Harfand Investment advisers 380 Wokingham Road, Eartey, Reading RG6 7HX 45 Gresham Street. London EC2V 78G Evelyn Partners Name of chief executive or names of senior staff members (Optional inforvnation) i Not applicable Section B Structure. overnance and mana ement Description of the charity's trusts Trust deed Type of goveming document How the charity is constituted Trust Trustee selection meth(*Js Appointed by tnjstees Additional governance issues (Optional infomiation) The trustees manage the risks assoualed wrth investment holdings by using the Investmenl management services of Evelyn Partners You may choose to include additional infom)ation, where levant. aboLrt". policies and procedures adopted for the induction and training of trustees., the charity's organisalional structure and any wider nefv40rk Vth which the chaiity works; • felationship with any related parties., trustees, consideration of major risks and the system and prOdureS to manage them. Section C Ob'ectives and activities The trust was established lo make donations to, or for the benefit of. such charitable purposes, institutions or foundations in the Uniled Kingdom and the Republic of Ireland and in such manner as the trustees see frt. Summary of the objects ofthe charity sel out in its governing document
The Charity makes donalions lo chantable instrtutions concemed with public welfare and the advanment of the Christian faith. Summary ofthe main activities undertaken for the 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 publi benefit) Additional details of objectives and activities {Optional inforniation) You may choose to include further statements, where relevant, about.. policy on grantmaking., policy programme related investment", contribution rnade by volunteers.
Section D Achievements and performance The Charty made donations lotalling £41.500 to twelve chantable institutions supporting Christian communities and organisations. The largest donation {£25.000) was given to St Andrew's Church Oxshott (C of El in connedion wrth the appeal for renovation of rts roof. A further £5.000 was given to The Bible Society, which works to bring The Bible to people across the worfd who might not othenvise have acss, and £4,000 was given to The Church Mission Society. Summary of the main achievements ofthe charity during the year
Section E Financial review The Charty receives donations that are subsequently paid to a range of charstabk instrtutsons. Amounts are held until payment is made. Brlef statement of the charity's policy on reserves Details of any funds materially in deficit None Further financial review details {Optional inforniation) The Chanty receives investment income. and donations on which Gift Aid is claimed. The Chartty's investments are now in a single managed fund. You may choose to indude addttional information, where relevant al)out'. the charty's principal sources of funds (including any fundraising)- 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 al)ove. Signed on behalf of the charlty's trustees Signature(s) Full namls) MICHAEL ROBERT FRANK NEV4MAN DAVID MAURICE FREDERICK NEINTr•lAN Position leg SKretary, Chair, TRUSTEE TRUSTEE Date 28 Dmber 2024 28 tlecember 2024
Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Mr & Mrs FEF Newman's Chanlable Trust On accounts for the year ended 5 Apnl 2024 Charity no {if any) 263831 Set out on pages rtla attached Respective As the chartty trustees you are responsible for the preparation of accounts in responsibilities of accordan wrth the requirements of the Charities Act 2011 {'the Act,). trustees and examiner I reF)Ort on my examination of the Charity's accounts carried OLrt under Section 145 of the Act, and in carrying out my examination I have followed all the applicable Directions gNen by the Charity Commission under Section 145 of the Art. Independent I have completed my examination. I confirm that no material matter5 have examinerfs ststernent come to my atterrtion in connertion wrth the examination giving me cause to believe that in any material resped: 1. Accounting records were not kept by the Chanty as required by Section 130 of the Act., or 2 The accounts do not accord wrth those reo)rds. I have rK) nCemS and have come across no other matters in connection wrth the examination to which attention should be drawn in this report to enable a proper under5tsnding of the accounts to be reached. Slgned: Ftx 28 December 2024 Name: Alan J Harland FCA Relevant professional qualification(sl or body (if any): Fellow member of the Inststute of Chartered Accountants in England & Wales Address: 380 Wokingham Road Earfey Reading RG6 7HX Section B Disclosure No dlKIosurns Only C(nete rf the examiner needs to hhlIght matenal problems.