2023-04-05-accounts - The Benjamin Winegarten Charitable Trust

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Trustees’ Annual Report for the period

From 6[th] April 2021 To 5[th] April 2022

Charity name: The Benjamin Winegarten Charitable Trust Charity registration number: 271442

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The charity was formed in 1976 and is governed by its trust deed dated 12 March 1976. The charity has continued with its activities in particular for the relief of poverty and for the purposes of advancement of religion and religious education.
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	The charity provides donations and grants to institutions of religious education and religious organisations as well as other charities working for the relief of poverty. Through its involvement in the local community it also provides donations and grants to individual referrals in social need.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have regard to the guidance issued by the Charity Commission on public benefit in all aspects of how the charity is run and carries out its purpose.

Achievements and Performance

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SORP reference
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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 1.202	The charity made grants to other charitible institutions during the year to £91,328 (2022 £204,030). There were no donations and grants to individuals (2022 £Nil). In monitoring performance, the charity receives regular updates from the causes to which it has given support and carefully reviews the progress of those concerned. Such feedback is an influence on future policy for grants and awards.

Financial Review

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Review of the charity’s Para 1.21 The trustees report that income has
financial position at the end remained stable, while at the same time
of the period they have felt able to increase charitable
grants and donations during the year.
Indications for the ensuing year are that
income will balance expenditure.
Statement explaining the Para 1.22 The trustees maintain reserves in order
policy for holding reserves that levels of grants can be maintained
stating why they are held throughout the economic cycle and to
support longer term projects.
Amount of reserves held Para 1.22 At 5 [th] April 2023 the charity held
reserves of £2,381,090 all of which are
Unrestricted Funds (2022: £2,324,309).
Reasons for holding zero Para 1.22 Not applicable
reserves
Details of fund materially in Para 1.24 Not applicable
deficit
Explanation of any Para 1.23 Not applicable
uncertainties about the
charity continuing as a going
concern
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Structure, Governance and Management

Description of charity’s trusts:
Type of governing document	Para 1.25	Trust Deed dated 12th March 1976
How is the charity constituted?	Para 1.25	The charity is unincorporated.
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	The Trustees in conjunction with their professional advisors deal with all matters relating to policy making and day to day administration including grant making, investment, reserves and risk management, policies and performance. The Board keeps the skill requirements of the Trustee Body under review and seeks professional advice where it deems appropriate. The trustees have the power to appoint additional trustees as considered necessary.

Reference and Administrative details

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Charity name The Benjamin Winegarten Charitable Trust
Other name the charity uses
Registered charity number 271442
Charity’s principal address 25 St Andrews Grove
Stoke Newington
London
N16 5NF
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Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 E Winegarten
S Winegarten
L Chontow
2 M Schwab
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Funds held as custodian trustees on behalf of others

Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	S Winegarten E Winegarten
	Trustee Trustee
	26/01/2024
	26/01/2024

Trustees’ Annual Report for the period

From 6[th] April 2021 To 5[th] April 2022

Charity name: The Benjamin Winegarten Charitable Trust Charity registration number: 271442

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The charity was formed in 1976 and is governed by its trust deed dated 12 March 1976. The charity has continued with its activities in particular for the relief of poverty and for the purposes of advancement of religion and religious education.
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	The charity provides donations and grants to institutions of religious education and religious organisations as well as other charities working for the relief of poverty. Through its involvement in the local community it also provides donations and grants to individual referrals in social need.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have regard to the guidance issued by the Charity Commission on public benefit in all aspects of how the charity is run and carries out its purpose.

Achievements and Performance

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SORP reference
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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 1.202	The charity made grants to other charitible institutions during the year to £91,328 (2022 £204,030). There were no donations and grants to individuals (2022 £Nil). In monitoring performance, the charity receives regular updates from the causes to which it has given support and carefully reviews the progress of those concerned. Such feedback is an influence on future policy for grants and awards.

Financial Review

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document	Para 1.25	Trust Deed dated 12th March 1976
How is the charity constituted?	Para 1.25	The charity is unincorporated.
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	The Trustees in conjunction with their professional advisors deal with all matters relating to policy making and day to day administration including grant making, investment, reserves and risk management, policies and performance. The Board keeps the skill requirements of the Trustee Body under review and seeks professional advice where it deems appropriate. The trustees have the power to appoint additional trustees as considered necessary.

Reference and Administrative details

Names of the charity trustees who manage the charity

Funds held as custodian trustees on behalf of others

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	S Winegarten E Winegarten
	Trustee Trustee
	26/01/2024
	26/01/2024

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of The Benjamin Winegarten Charitable Trust On accounts for the year 5[th] April 2023 Charity no 271442 ended (if any) Set out on pages 1 – 15

Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (“the Charities Act”) and that an independent examination is needed .

It is my responsibility to:

examine the accounts under section 145 of the Charities Act,
to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
to state whether particular matters have come to my attention.

Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent In connection with my examination, no matter has come to my attention examiner's statement (other than that disclosed below *)

which gives me reasonable cause to believe that in, any material respect, the requirements:
to keep accounting records in accordance with section 130 of the Charities Act; and
to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
have not been met; or
to which, in my opinion, 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.

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Date: 26/01/2024
Signed:
Name: Kenneth Edwin Clarke, FCA
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IER

Relevant professional qualification(s) or body (if any):

Chartered Accountant

Address:

35 Hornbeam Road Theydon Bois, Epping Essex, CM16 7JU

Section B Disclosure

’ ’

IER

Give here brief details of any items that the examiner wishes to disclose .

NONE

IER