OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-04-05-accounts

Charity registration number 274241 (England and Wales)

WINEMAN CHARITABLE TRUST

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 5 APRIL 2025

WINEMAN CHARITABLE TRUST

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees Naomi Helen Wineman
Vivian Wineman
Ronit Margalit Wineman
Adina Sara Wineman
Charity number (England and Wales) 274241
Principal address 76 Meadway
London
NW11 6QH
Independent examiner Emily Smith FCA
Humphrey & Co
7-9 The Avenue
Eastbourne
East Susex
BN21 3YA
Bankers Barclays Bank UK PLC
1 Churchill Place
Canary Wharf
London
E14 5HP
Solicitors Lawrence Stephens
50 Farringdon Road
London
EC1M 3HE
Investment advisors LGT Vestra LLP
14 Cornhill
London
EC3V 3NR

WINEMAN CHARITABLE TRUST

CONTENTS

Page
Trustees' report 1 - 2
Statement of Trustees' responsibilities 3
Independent examiner's report 4
Statement of financial activities 5
Balance sheet 6
Notes to the financial statements 7 - 15

WINEMAN CHARITABLE TRUST

TRUSTEES' REPORT FOR THE YEAR ENDED 5 APRIL 2025

The Trustees present their annual report and financial statements for the year ended 5 April 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's Declaration of Trust Deed, the Charities Act 2011 and "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)" (effective 1 January 2019).

Objectives and activities

The Settlement was established for general charitable purposes by Doreen (Devorah) Waiman (Wineman) mother and mother in law of the present trustees. Her intention was that it should benefit particularly causes associated with deprived people in Israel. She had a particular interest in children and her largest gift was to endow a children's playground at a school for deprived children in Beer Sheva in Israel run by the charity Emunah UK (registered charity no. 215398) which was her life's work.

The present Trustees have continued this emphasis on children directing it more to children with learning disabilities. They have a son with extreme learning difficulties who is non verbal. Their interest in children with disabilities dates back to a time before his disabilities became apparent and indeed before he was born. They have as a result endowed a computer centre in the village of Ravenswood in Berkshire which is affiliated to a centre for children with disabilities run by Norwood a large charity based in London. More recently they have endowed the playground at a new school built by Kisharon who supervise their son's care in Hendon in North West London which they have named in honour of Vivian Wineman's parents Devorah and Joseph Wineman.

Another area of interest for the Trustees is the promotion of good relations between members of different faiths particularly between those involved in the Middle East conflict causes for which they have worked in their private capacities. The charity fulfils its objectives by providing grants to institutions.

The Trustees are very conscious of their duties under charity law and in particular of the need to avoid conflicts of interest. They are active in the work of charities operating in related fields.

Public benefit

The Trustees confirm that they have referred to the guidance contained within the Charity Commission general guidance on public benefit when reviewing the Foundation's aims and objectives and in planning future activities and setting the donations policy for the year.

Achievements and performance

Significant activities and achievements against objectives

In line with the charity's objectives, during the year the Trustees made grants to other charities at their discretion totalling £63,173 (2024: £61,596).

Financial review

At the year end the total Fund was valued at £668,098 (2024: £701,902).

The Trustees are conscious also of the need to maintain adequate reserves. The Trust does not solicit funds from the public and apart from making donations the only costs it incurs are in the administration of its assets. The Trustees however, keep these policies under constant review.

Reserves policy

It is the aim of the Trustees to maintain a balance between investments for capital growth and income generation and to maintain cash funds sufficient to fund anticipated charitable donations over the coming year. Reserves available for distribution total £14,639 (2024: £26,903) encompassing funds not maintained in investments, the Trustees consider this reasonable to fund future donations.

WINEMAN CHARITABLE TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

Structure, governance and management

The charity was established by a declaration of Trust Deed dated 12 August 1977, as amended by Scheme dated 26 February 2010 for a change of name and Trustee.

Under the terms of the Declaration of Trust, the power of appointing new or additional Trustees is vested in the surviving or continuing Trustees. Additional Trustees may be appointed at any time but the total number of Trustees shall not exceed four and there should be no less than three Trustees.

The Trustees who served during the year and up to the date of signature of the financial statements were: Naomi Helen Wineman

Vivian Wineman Ronit Margalit Wineman

Adina Sara Wineman

Recruitment and appointment of trustees

Trustees are selected having regard to both their general experience, and their knowledge and experience of the objects of the charity, and any personal knowledge of the existing Trustees. Professional advice is available to new Trustees from the existing Trustees for training purposes regarding the duties of a Trustee.

The Trustees receive no remuneration for their services as Trustees.

Due to the legal structure of the charity, Vivian and Naomi Wineman, Trustees, hold the title to property belonging to the charity on the date the report was approved.

The Trustees' report was approved by the Board of Trustees.

Vivian Wineman

Trustee

4 February 2026

WINEMAN CHARITABLE TRUST

STATEMENT OF TRUSTEES' RESPONSIBILITIES

FOR THE YEAR ENDED 5 APRIL 2025

The Trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that year.

In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

WINEMAN CHARITABLE TRUST

INDEPENDENT EXAMINER'S REPORT

TO THE TRUSTEES OF WINEMAN CHARITABLE TRUST

I report to the Trustees on my examination of the financial statements of Wineman Charitable Trust (the charity) for the year ended 5 April 2025.

Responsibilities and basis of report

As the Trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011.

I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011.

Independent examiner's statement

Your attention is drawn to the fact that the charity has prepared the financial statements in accordance with the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn. I understand that this has been done in order for the financial statements to provide a true and fair view in accordance with UK Generally Accepted Accounting Practice.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

Emily Smith FCA

Humphrey & Co 7-9 The Avenue Eastbourne East Susex BN21 3YA 4 February 2026

WINEMAN CHARITABLE TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 5 APRIL 2025

Unrestricted Unrestricted
funds funds
2025 2024
Notes £ £
Income from:
Investments 3 55,782 51,523
Total income 55,782 51,523
Expenditure on:
Managing investments 4 1,335 1,730
Charitable activities 5 66,002 63,813
Total expenditure 67,337 65,543
Net gains/(losses) on investments 11 (22,249) 10,539
Net expenditure and movement in funds (33,804) (3,481)
Reconciliation of funds:
Fund balances at 6 April 2024 701,902 705,383
Fund balances at 5 April 2025 668,098 701,902

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

WINEMAN CHARITABLE TRUST

BALANCE SHEET

AS AT 5 APRIL 2025

Notes
Fixed assets
Investment property
13
Investments
14
Current assets
Debtors
15
Cash at bank and in hand
Creditors: amounts falling due within
one year
16
Net current assets
Total assets less current liabilities
The funds of the charity
Unrestricted funds
18
2025
£
1,476
38,352
39,828
(25,189)
£
480,000
173,459
653,459
14,639
668,098
668,098
668,098
2024
£
17
40,113
40,130
(13,227)
£
505,000
169,999
674,999
26,903
701,902
701,902
701,902

The notes on pages 7 to 15 form part of these financial statements.

The financial statements were approved by the Trustees on 4 February 2026

Vivian Wineman Trustee

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2025

1 Accounting policies

Charity information

Wineman Charitable Trust is a general Charitable Trust governed by a Declaration of Trust Deed dated 12 August 1977, as amended 26 February 2010, and is a charity registered in England and Wales (Charity number 274241).

1.1 Basis of preparation

The financial statements have been prepared in accordance with the charity's Deed Of Settlement dated 12th August 1977, as amended 26 February 2010, the Charities Act 2011, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)" (effective 1 January 2019). The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities not to prepare a Statement of Cash Flows.

The financial statements have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a true and fair view. This departure has involved following the Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, modified to include investment properties and certain financial instruments at fair value. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the Trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the Trustees in furtherance of their charitable objectives.

1.4 Income

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Investment income is accounted for in the period in which the charity is entitled to receipt, there is sufficient certainty of receipt and so it is probable that the income will be received, and the amount of income receivable can be measured reliably.

Rental income is accounted for in the period to which it relates.

The Charity is a registered Charity and therefore is not liable for income tax or corporation tax on income derived from its charitable activities, as it falls within the various exemptions available to registered charities.

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

1 Accounting policies

(Continued)

1.5 Expenditure

Expenditure is recognised on an accrual basis as a liability is incurred.

Costs of generating funds comprise the Investment Managers' costs associated with the management of the investment portfolio in accordance with the strategy set by the Trustees.

Grants payable are payments made to third parties in the furtherance of the charitable objects of the Trust. In the case of an unconditional grant offer this is accrued once the recipient has been notified of the grant award. The notification gives the recipient a reasonable expectation that they will receive the one year or multi-year grant. Grants awards that are subject to the recipient fulfilling performance conditions are only accrued when the recipient has been notified of the grant and any remaining unfulfilled conditions attaching to that grant are outside of the control of the Trust.

Provisions for grants are made when the intention to make a grant has been communicated to the recipient but there is uncertainty as to the timing of the grant or the amount of grant payable.

A provision for a multi-year grant is recognised at its present value where settlement is due over more than one year from the date of the award, there are no unfulfilled performance conditions under the control of the Trust that would permit the Trust to avoid making the future payment(s), settlement is probable, and the effect of discounting is material. The discount rate used is the rate offered on government bonds (Gilts) for a commensurate or similar time period offered in the year in which the grant award is made.

Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include the accountancy fees and legal costs linked to strategic management of the charity.

1.6 Investment property

Investment property, which is property held to earn rentals and/or for capital appreciation, is initially recognised at cost, which includes the purchase cost and any directly attributable expenditure. Subsequently it is measured at fair value at the reporting end date. The surplus or deficit on revaluation is recognised in profit or loss.

1.7 Fixed asset investments

Fixed asset investments are initially measured at transaction price excluding transaction costs, and are subsequently measured at fair value at each reporting date. Changes in fair value are recognised in net income/(expenditure) for the year. Transaction costs are expensed as incurred.

1.8 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.9 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

1 Accounting policies

(Continued)

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

2 Critical accounting estimates and judgements

In the application of the charity’s accounting policies, the Trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

In the year ended 5 April 2025 the Trustees consider that the investment property valuations were an accounting estimate. The values of the properties were derived by the trustees by, with advice from external valuers when necessary, and derived from the current market rents and investment property yields for comparable real estate, adjusted if necessary for any difference in the nature, location or condition of the specific asset.

Other than as noted the Trustees do not consider there are any estimates or judgements that require disclosure.

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 5 APRIL 2025

3 Income from investments

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Rental income 52,900 46,812
Income from listed investments 2,791 4,532
Interest receivable 91 179
55,782 51,523

4 Expenditure on managing investments

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Investment management fees 1,335 1,730

5 Expenditure on charitable activities

Charitable Charitable
activities activities
2025 2024
£ £
Direct costs
Grant funding of activities (see note 6) 63,273 61,596
Share of support and governance costs (see note 7)
Governance 2,729 2,217
66,002 63,813
Analysis by fund
Unrestricted funds 66,002 63,813

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

6 Grants payable

Grants payable
Charitable Charitable
activities activities
2025 2024
£ £
Grants to institutions (25 grants):
Next Century Foundation 7,000 5,631
Charities Aid Foundation (CAF) 12,000 8,000
Norwood Ravenswood 3,000 5,000
United Synagogue - 3,011
The Council of Christians and Jews 5,000 -
Yachad UK 1,800 1,500
New Israel Fund 7,500 -
Board of Deputies 5,000 -
Kisharon Langdon 12,500 18,500
Interfaith Network - 9,500
My Israel 4,500 7,650
Grants under £1000 4,973 2,804
63,273 61,596

Commitments

At the year-end the charity had pledged a commitment of £12,500 to Kisharon Langdon, a charitable institution. The funds were settled shortly following the year-end.

7 Support costs allocated to activities

Charitable
activities
2025
£
Governance
2,729
2025
Governance costs comprise:
£
Independent Examination fees
900
Accountancy
1,220
Legal and professional
-
Bank charges
9
Bookkeeping
600
Sundry
-
2,729
Total
2024
£
2,217
2024
£
825
1,105
667
20
200
(600)
2,217

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

8 Net movement in funds 2025 2024
£ £
The net movement in funds is stated after charging/(crediting):
Fees payable to the charity's independent examiner:
- for the independent examination of the charity's financial statements 900 825
- for other financial services 1,725 1,305

9 Trustees

None of the Trustees (or any persons connected with them) received any reimbursed expenses, remuneration or benefits from the charity during the year.

10 Employees

The average monthly number of employees during the year was nil (2024 - nil).

There were no employees whose annual remuneration was more than £60,000.

11 Gains and losses on investments

Unrestricted Unrestricted
funds funds
2025 2024
Gains/(losses) arising on: £ £
Revaluation of investments (233) 10,485
Sale of investments 2,984 54
Revaluation of investment properties (25,000) -
(22,249) 10,539

12 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

13 Investment property

Fair value
At 6 April 2024
Net gains or losses through fair value adjustments
At 5 April 2025
2025
£
505,000
(25,000
480,000

Investment property comprises of the properties provided at the commencement of the trust. The fair value of investment properties has been arrived at on the basis of a valuation provided by the trustees who have considered the market conditions of the local areas.

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

13 Investment property

(Continued)

If investment properties were stated on a historical cost basis rather than a fair value basis, the carrying amount would have been £647,399 (2024: £647,399).

14 Fixed asset investments

Listed
investments
£
Cost or valuation
At 6 April 2024 169,999
Additions 176,294
Valuation changes 2,751
Disposals (175,585)
At 5 April 2025 173,459
Carrying amount
At 05 April 2025 173,459
At 05 April 2024 169,999

Fixed asset investments revalued

Fixed asset investments are included on the Balance Sheet at their market value at the end of the financial period. Listed investments are stated at the mid-price on the London Stock Exchange and the bid prices provided by the Fund Managers for unit trust holdings. The historical cost value of the listed investments for the year ended 5 April 2024 was £138,595 (2023: £159,448).

15 Debtors

Debtors
Amounts falling due within one year:
Trade debtors
Other debtors
Prepayments and accrued income
2025
£
1,459
10
7
1,476
2024
£
-
10
7
17

16 Creditors: amounts falling due within one year

Notes
Other taxation and social security
Deferred income
17
Other creditors
Accruals
2025
£
1,416
8,898
12,500
2,375
25,189
2024
£
2,108
8,898
-
2,221
13,227

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

17 Deferred income

Arising from Rental Income
Deferred income is included in the financial statements as follows:
Deferred income is included within:
Current liabilities
Movements in the year:
Deferred income at 6 April 2024
Released from previous periods
Deferred income at 5 April 2025
2025
£
8,898
2025
£
8,898
8,898
-
8,898
2024
£
8,898
2024
£
8,898
8,995
(97)
8,898

18 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

At 6 April Incoming Resources Gains and At 5 April
2024 resources expended losses 2025
£ £ £ £ £
General funds 701,902 55,782 (67,337) (22,249) 668,098
Previous year: At 6 April Incoming Resources Gains and At 5 April
2023 resources expended losses 2024
£ £ £ £ £
General funds 705,383 51,523 (65,543) 10,539 701,902

19 Operating lease commitments

WINEMAN CHARITABLE TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025

19 Operating lease commitments

(Continued)

Lessor

The operating leases represent property leases to third parties. At the year end there was one lease contract agreed which had a term of 15 years. One lease contract was under negotiation and at the reporting date no terms were agreed.

At the reporting end date the charity had contracted with tenants for the following minimum lease payments:

Within one year
Between two and five years
2025
£
35,400
3,050
38,450
2024
£
35,400
38,450
73,850

20 Related party transactions

There were no disclosable related party transactions during the year (2024 - none).