## **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**
**----- Start of picture text -----**
SORP reference
**----- End of picture text -----**
|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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **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**
**----- Start of picture text -----**
SORP reference
**----- End of picture text -----**
|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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **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|
**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 *)
1. 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
2. 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._
**----- Start of picture text -----**
Date: 26/01/2024
Signed:
Name: Kenneth Edwin Clarke, FCA
**----- End of picture text -----**
1
**IER**
**Relevant professional qualification(s) or body (if any):**
Chartered Accountant
**Address:**
35 Hornbeam Road Theydon Bois, Epping Essex, CM16 7JU
## **Section B Disclosure**
’ ’
2
**IER**
**Give here brief details of any items that the examiner wishes to disclose** .
**NONE**
3
**IER**