harity No. 282796
THE F]Mi hlAN TRUST
FINANCL4L sTATE.Th￿￿[s
FOR THE YEI AR NDED 5 APRIL 2024
Charity Commission
2 4 IPR 2025
Received

Charity No. 282796
THE FINEI MAN TRUST
COP4TEryTS
Page
REI l)OR'f OF THF. TRUSTEES
INDEPENDENT EXATrllNEI R'S REPOR'I"
RF,CFIPI'S AND PA YTrIENTS ACCOUNT
STA'TEMENI, OF ASSETS AND I,IABILITIEI S
I OTF,S TO THE FINANCIAL STATEfvIENTS

Charity No. 282796
THE FtIVEMATr4 TRUST
REI PORT or Tl.IEI 'fRUSTEEI S
ri OR I'HE YEI AR ENDED 5 APRIL 2024
The tTUStees present their report with the financial statements of the charity tor the year ended 5 April
2024.
RE4 fiEI RENCE AND AD￿￿l￿1STRATtVE DEI TAIL
Registered Charity nujnber
282796
Princip21 xddress
Barj'ow Street House
Bai'row Sti'cct
Mere
W￿mInSter
Wiltshire
BA126AB
Trustees
Mr P J FineiDaIi
Mi's S B Fineman
Mr J H FineiDan
Independtnt Examiner
Mr Philip Bevis, FCA FCCA
Aiidrews and Paiiner
i2 Tli¢ Squart
GillinrTh&n
Dorset
SP8 4AR
Baiilier5
Handelsbanken
5th Floor
l J Charles 11 Street
London
SWIY4QU

Charity No. 282796
THE FINEMAN TRUST
REPORT OF THE TRUSTEES
FOR THE YLAR ENDED 5 APRIL 2024
Thtt Trustees present theii. aiinual report together willi ihe financial statements ofthe charity for the year
ended 5 Apiil 2024. The finaneial statemeiits have been prepai'ed in accordance with requireinents of
tht Charities Act 2011.
C.on5titution
Tlie Tmt is ali iiiiii)corpoi'ated tl'U5t, constiluled undti. ti'iisl deed dated ? l May 1981 and is a registeitd
cliarity, iiuinber 282796. 1.he Trust was eslablished by initldl gift froin Mr P J Fineinan.
I"Iie Trust does not actively fundraise and seeks to Ineel its objective by tlie careful steivardship of its
existing ￿sOurCes.
Chai-ity objeitives
I"he charity engages in mliking donatioiis to woithivl)ile cliaritablc caiis¢s from income or li-oin any pai
of ihe capital ol-tlie'frust Flind d#tei'mined by the Ti'ustees.
Trustees
The names of the Ti'ustees who acted for the yeai. al'e set out OD pttge l.
Procedures and policy for grant Tt]AkTng
The Trust Dccd contains bi'oaol Lharitable objectives which allow the 'fi'llstee5, at their discl'eiion, to
pay or apply income ￿ld capitELI of tlie 'frust fund to or foi the benelit ot'a]iy chai"itable bodie¥, trusts,
associations, institutioiis, 01- organi5ations.
Investment policy
The Trustees, aim is to invest in a portfolin to obtain an incoine sufficient to meet the Trust's grant
making objectiv&£ whilst ensu1.ing the Ti'ust's long-tcrm stCUTIty.
The Ti'ust rnay purchase any iiivestment andlor pJK)pei'ty as it, in 115 ab501utt disci'eiion, thinks fit.
AchitveTnents and pei-foi'niance of the trust
The Trustees contiiiued to give grants to suppoit various charities registered in the UK. The Trustees
awarded a total of 15 grants iotalling £18,601 which I'epresents I I l /0 of the income I'eceived.
Financial r¢view
'I'he charity received income of £1 6.674 dw'iiig the yeaF. After payment ot'£1 $,601 cliaritable donalions
and adininistration expenses the ti'ust's casli funds decredsed by £4,J75. The trust's nel assets decreased
by £8,930. The li'ust had I'ealised IossES on iIivestinenls of £2,481 an unreali5ed gain of £J.165.

Charity No. 282796
THE F￿lEmAN TRUST
REPORI OF TIIL TRUSTELS
FOR THE YEAR ETr4DED 5 APRIL 2024
Investment strglegy aud reserves policy
The Trustees, strategy Itmains that of maintaining a r￿M capital base 80 that it can inake an enduring
Contribution thi'ough its donations to other registeitd charities.
The Trust's inveslments ￿'e in bank deposits and in quoted se¢uTiti* and are regularly reviewed.
Plans for the futui
The Trustees intend lo continue providing grants sn a SiEn51￿. way to the recent past continuing the
emphasis on charitable causes but retaining flexibility as to the tiining, and scale 01￿￿nt makillg. Tlie
TTUStees have no immediate plans to Inodify or I'adically change any ofthe objects. activities or policies.
Structui'e, governance and Tnan2g¢tntnt
The Tr￿st Deed does not provide for a maxiinuTn oi. minimuin nuinbeT of trustees.
The powei. to appointnew Trustees 15 Ye5t¢d in the Current board of Trustees. Other than the inoveincnts
of Trusteos in the cunent year, it is not the intention of the Trustecs of the charity to appoint any new
TTUStees. Should the situation change in fuiure, the Trustees will apply suitable iEcllEitinent, induction
and training procedures.
The day-to-day administrition of grants and the processing and handling of applications prior to
considej'ation by the Trustees is delegated to P J Fineinan.
There were no employees in thE cuffent or preceding year.
Key mRnagement personnel remuneration
Tlie I'i'ustees coiisider the board of TFLiStees as comprising the key manageinent pei'50niiel of the chai'ity
in charge of directiDg and controlling the charity and running aud operating the cliarity on a day~tD-day
b￿ls. All TI￿steeS give theii. lime freely and no Trustee remunerdtion oi. expenses werc paid in the
>iear.
Risk tn*Lagement
The Trusfres are sat15fEed that appi'opriate protection, systein and cbecks rernain in place in ordei. to
Tnitig&te exposui'e to major risks. In particul￿., the Trustees have delegated the Inanageinent of their
investment po¥rtfolio to a I'eputable fiTm of snvestment managers.
Tlic Trustee8 regularly review the levels of risk-s with their independent investment managers ensuring
they are commensurate with investment retUFns.
Gt'ant makiug policy
The Trust LQIEtÈnues to accept appeals wliethei. Inadc foi'mally or infoi'mally by UK regISt￿.ed chai'ities.
All application5 are considered on an individual b￿ls. I'lie 'frustees have a policy: which 15
communicated to all beneficiaries Il)at they mak-e ￿znts with no guai'antees for fulure funding.

Charity No. 282796
THF, FtNEMAN TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED S APRIL 2024
Approved by the bodrd of trllSt¢es on the 21 March 2025 and signed on its behalf by..
Mi. P.1 Finemaii TTUStee
Mib S E Finenian- Ti'ustee

Charity No. 282796
INDFPENDENT EXAMINER'S REPORT ON THE ACCOUNTS
TO TIIE colWll￿TT￿E OF THE FINEMAN TRUST
FOR THE YEAR ENDED 5 APRIL 2024
AS SET OUT ON PAGES 6 TO 9
Respective
responsibilities of
trustees and examiner
Tl)e charity's trustees ￿'e Te5poitsible for tlie PTepai'&tion of the accounts in accordance with
the I'£quireinents of the Chai'ilies Act 2011 ( tho Act").
Tlie charity's trustees consider that an audit IS not required foi. this year under section 144 of
the Act and lliat all Indepe￿dent exanination needed.
It is niy responsibility to..
examine the accounts under section 145 of the chI￿ltI￿ Act,
to follow the appli¢abl¢ Directio￿ given by the Charity Commission under ssction
145(51(b) of the Act. and
to state whether particular mEktters h&ve coine to my attention.
Basis of independent
examiner's r¢port
My eX￿nInation aarried out ill accordance with generdl Directions given by the Charity
Commission, ¢xaJiiination includes a review of the accounting records kept by the
Ch￿'11Y and a comparison of the dccounls presented witli those i'ccoi'ds. It also includes
eonsidei'ation of any unusual item5 or disclosw'ss ID the atcounts and seeking explanations
from the trustees conceilling any 5u¢h TnatteTs. The proeedures undertaken do not provide
the eviden¢e that would be requirtd an audit and consequently no opinion is given as to
whether the acct)unls present a 'true and fair view, and the Tepoi't is limited to those matters
Set out in the statement below.
Independent
exaniiTier'.s statement
In connection with my examination, no material matters have come to my attention-.
l. which gives me rca$onable cause to believe that in, any inaterial I'especL the requireinents..
to keep accounting records in accordance with section l JO of the Charities Act- oi.
to pi'epare accounts which accord with the acLounting recoi'cts and comply with the
accounting requii'ements of the Chaiities Act liave not been met,. oi.
2. to which. in my opiiiion, attentTon Should be dTawn to enable a proper understanding of
the accounts to bc reached.
Signed:
Date:
21 March 2025
Name:
Mr P L Bevis
Relevant pi-otessioual
qualifieations:
FCA, FCCA
Address:
Andreivs & Palmer Lid
Chartered Accountants
32 1.he Square
Gilliiighai
Doi'set
SP8 4AR

Charity No. 282796
THE FIN£l￿AN TRUST
RECEtPTS AND PAYMENTS ACCOUNTS
FOR THE YEAR ENDED 5 APRIL 2024
Unrestricted
Funds
RestrlLted
Tot%1
Last
Year
Receipts
Dividends CanaCCor￿ Genuity
Interest Canacc0t￿ Genuity
Bank intei'est receivable
'rhe Charities PToperty Fund Distribut10115
10.901
2.778
10.901
2,778
1.463
4,259
2,992
2,992
2,037
Totsl REteipts
£ 16,674
£ 16,674 £ 17,765
Payments
Grants madc (Note 2}
Accouiitancy
Legal Fees
18,601
1,908
540
18,601
1.908
540
26,713
900
384
Total P2yments'
£ 21,049
£ 21,049
£ 37.997
Net Receiptsl (Payments)
14,37))
14.3751 {10.239
Cash funds last year end
Loan made lo trust
7.418
I.ODO
7,418
I,ooa
17,650
Cash funds thi5 yEar end
£ 4,043
£ 4,043
£ 7,418

Charity No. 282796
I'HE fil.NEMAN I'RUST
STATEMFNT OF ASSFTS AND LIABILJTIES
FOR THE YEI AR ENDfi.D 5 APRIL 2024
Unresti'ietod
Funijs
Restricted
riunds
Tot21 tliis
Year
Total last
Year
C.a51i Fulld5
Hand¥lsbankBn
4.043
4.043
7.418
£ 4,043
£ 4,(b43
£7,418
Investillent Assets
Note I
£ 283,075
£ 283,075
£ 288,544
Assets retained for the Chari
Debtors
s own use
Liabilitie5
Creditors
Lijan
984
1.000
984
1.000
1,908
£ 1,984
£ 1,984
£ 1.908
Net Assets
Note 3
£ 285,134
£ 294,064
ied b Trustees on behalf of the TrLlSt
Signalure
MrP J Fineman
Signature
Mi'% S F Fineinwi
Date
21 March 2025

Charity No. 282796
THE FINEMAN TRUST
RECEIPTS AND PAYTrtEN'I'S ACCOUNTS
FOR THE Yfi AR ENDED 5 APRIL 2024
Uni'tstricted
ruiids
Rostricted
FuDds
Last
Year
Fuijds
Receipts
Dividends Canaccord Genuity
Interest Canaccord Genuity
Bank intetest receivable
The Charitie5 Property Fund Distributions
10,901
2,778
10,901
2,778
11.463
4.259
2.992
2,992
2,037
Total Reccipts
£ 16,674
£ 16,674
£ 17,76S
Paytn¢nts
Grant% rnadt (Note 21
Accountancy
Legal Fees
8,601
1.908
540
18,601
1.908
540
26.713
900
384
Total PayJ]i¢nts
£ 21,049
£ 21,049
£ 27,997
Net Receipts/ (PayrnC￿ts)
14,375)
14,J75) (10,232)
Cash fvnds lasi ye2r end
Loan inade 10 Iriisi
7,41
1,000
7,418
1,000
17,6iO
Cash funds this year end
£ 4,043
£ 4,043
£ 7,418

Charlty No. 282796
THE FINFMAN TRUST
STATLMENT OD ASSEI TS AND LIABILITIES
OR THE YEAR ENDED 5 APRJL 2024
Urjresti-icled
Funds
Restricted
Funds
Totul ihis
Year
Total last
Yeai-
Cash Funds
l.landelsbanken
4,U43
4,1)43
7,418
4,U43
£ 4,043
£7,418
Iiivestment Assets
Note I
£ 283,075
* 283.075
£ 288,554
Assets retained for the Cliarit
Debtoi
s owii use
Li'ibilities
Credstors
Loan
984
1.000
984
1,000
1.908
£ 1,984
£ 1,984
£ 1,908
Net Assets
Notc 3
£285,134
£ 294,064
ncd b Ti'ustees on beh
of the Ti'LlSt
Signature
Mr P J Fiiieinan
Sigiiatui'e
Mi's S k. Fineman
Dale
21 March 2025

Chanty No. 282796
TkIl fiIf4EMAN TRUST
NOTES TO THE FINANCIAL STATEIVIENTS
FOR THF, YF.AR EI TrIDLI D 5 APRIL 2024
I. INVESTMETrIT ASSETS
2024
2023
CJnAtcord Iiivestmeiit Portfolio
Market Valut at 6 April
Additions
DispTr5als
Reali£ed gdin Ilossl
Markel incre8se Idccrease) in Vi¢ luation
240,101
48,725
(52,1741
12,48 I)
3.165
?69.870
71.410
{47,569)
19,019)
144,571)
Mai'ket Value at 5 Aprsl
237,335
240,101
Tlie Clai2ritie5 Pro
ei't Fund
Market Valuc clt 6 Api'il
Change in Valuc
MaTket TraIue at 5 April
48,4i3
12,71i}
45.740
55,950
(7,497}
48,453
£ 283,075
£ 288,554
The details of Èhe Lanaccord Wealtli MaDagement investtnents lield werc as follow5..
2024
2023
15125
Aviva
19.511
lioo
Blackrock World Mining Tiusi
8.040
18700
General Accident Prefs.
21,973
18000
FISBC Holdings Pl¢ 5.75Q/
18,278
22150
John Laing Environmenlal Asset Grp 19,558
9300
Lloyds Banking GJDup PIC
26,808
10080.889 Man Funds PIC
7000
National Iwesimiiistcr Bank Pl¢
20250
Royal & Sun Alliallce Prefs.
16450
SanlandeT UK PI£
3100
re.￿0 PIC
7000
UK Government 0.1250/0
28200
UK Goven]menl 2.25D/o
37050
UK Governinent 6Yo
IDO.696
Vor]tobel l.und Tiventy-four
7396. L44
WS Evenlode Investrnent Funds
Cash
A¢crue(f Interest
18.377
9.73)
19,44¥
17.862
26,713
25,891
9,302
9,216
20,655
19.329
9,321
21,971
21,550
8,975
6,791
27,979
40,328
8,787
18.771
893
18,556
,435
.031
Market Value at 5 April
240 101
The C.h3ritiE5 PTD
Fund
38.805.517
45,740
48,453
£ 283,075
£ 288554

Charity No. 282796.
THE FINEMAN TRUST
NO'fES TO TEIL bJNANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 21)24
2. GRANTS MADE
Bcrk511ii'c, Bucks & Oxoii Wildlife Trust
Diverse Abilities
Elitar Foundation
Exmoor Calvert Trnst
Guide Dogs for the Blind
Horizons (Plyinoulli)
Interaci Stroke Suppoit
Mercury Musical Dcvelopinenl
Porthleven Town Band
Shin¢
The Tim Henman Foundation
Wallace & Gromit Childi'eii's Foundation
Willoiv Foundition Clay Shoot
ri11s1iire Bobby Van Trust
Wiltshire Miiid
128
1,329
100
500
1,020
1,000
1,500
2,500
1,000
400
200
1,500
424
5,000
2,000
£ 18,601
3. NET ASSETS
2024
2023
Capitsl Ac¢ouiit
Unrcstricted Fund
23,345
270,719
261,789
£ 285,134
£ 294,064