2022-04-05-accounts - The Margot And Julian Lew Charitable Trust

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Objectiv	es and	Activ	itie	s
				SORP reference
Summary	of the purposes		of		The Charity's	objects are to make	grants to
the charity	as set out	in its			charitable organisations. The main
governing	document				activities are	carried out in accordance			with
					the ob ects.
Summary ofthe main activities in relation to those				Para 1.17and 1,19	The trustees Charities but	primarily support other consider the guidance		UK
purposes	for the public				contained in	the Charity Commission's
benefit, in	particular,	the			general guidance on public benefit		when
activities,	projects or				considering	applications for funding.
services identified in		the
accounts.					Whilst the Trust considers requests			for
					funding for projects out ofthe UK,		this		is
					normally funded via UK Charities who				are
					responsible	for ensuring compliance.			The
					majority ofthese projects are based			in
					Israel where	the trustees re ularl	visit.
Statement	confirming			Para 1.18
whether the trustees		have
had regard to the guidance
issued by	the Charity
Commission on public
benefit

chievements and Per	formance
	SORP reference
		During the year, the charity received
		F33,820 in donations (2021:630,000) and
		received gift aid of EO (2021:f12,502).
Summary of the main achievements ofthe charity,	Para 1.20	Donations to other charities amounted F21,190(2021:F29,520) and after	to
identifying the difference the charity's work has made to		expenses, funds available for distribution the end ofthe year amounted to f58,718		at
the circumstances of its		(2021:846,205).
beneficiaries and any wider
benefits to society as a
whole.

Achievements against	Para 1.41
objectives set
Performance offundraising
activities against objectives	Para 1,41
set
Investment performance	Para 1.41
against objectives
Other

inancial Review	inancial Review	inancial Review
Review of the charity's financial position at the end			Para 1.21	Funds available for distribution at ofthe year amounted tof58,718					the end (2021:
ofthe eriod				F46,205	.
Statement explaining	the		Para 1.22	The Trust has no formal			policy for holding
policy for holding reserves				reserves	as it has no	employees			or ongoing
stating why they are	held			monthly	expenses. The		donations		received
				are used	to make charitable			donations.
Amount of reserves	held		Para 1.22	The charity has reserves			of	f58,718at 5'"
				A ril 2022
Reasons for holding	zero		Para 1.22
reserves
Details of fund materially		in	Para 1.24
deficit
Explanation of any			Para 1.23
uncertainties about	the
charity continuing as a going
concern

The charity's principal sources offunds (including	Para 1.47
any fundraising)
Investment policy and objectives including any	Para 1.46
social investment policy
adopted
A description ofthe principal	Para 1.46
risks facing the charity
Other

tructure, Governance	and Man	agement
Description of charity's
trusts:
Type of governing document	Para 1.25	Trust Deed	dated 13November	1989
How is the charity	Para 1.25	Trust
constituted?
Trustee selection methods	Para 1.25	Appointed	by serving trustees
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

Charit name		THE MARGOT AND JULIAN LEW CHARITABLE TRUST	THE MARGOT AND JULIAN LEW CHARITABLE TRUST
Other name the charit uses
Re istered charit	number	802467
Charity's principal	address	22 Church	Mount
		London N2	ORP

	Trustee name	Name to a
1	JULIAN LEW	JULIAN LEW
2	MARGOT LEW	MARGOT LEW
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

O CHARITY COMMISSION FOR ENGLAND AND WALES	O CHARITY COMMISSION FOR ENGLAND AND WALES	O CHARITY COMMISSION FOR ENGLAND AND WALES	O CHARITY COMMISSION FOR ENGLAND AND WALES	O CHARITY COMMISSION FOR ENGLAND AND WALES		' " '	' '	Receipts and payments	Receipts and payments	Receipts and payments	accounts	accounts			CC&ea
						For		the period from	06-A r-21	To		05-Apr-22
'
	.	-
~			~		~		~
						Unrestricted funds			Restricted funds	Endowment funds		Total	funds		Last year
						to	the	nearest E	to the nearest E	to the nearest	E	to the	nearest	E	to the nearest	K
A1 Receipts
Voluntary income	- donations							33,820					33,820		30,000
Bank interest received
HMRC Charities															12,502
Su tota	ross	income		or
				AR)				33,824					33,824		42,510
A2 Asset and	investment		sales,
(see table).
			u	oa
	Total		receipts										33,824			0
A3 Pa ments
Donations to other charities								21,190					21,190		29,520
Bank charges								121						121
		Sub total						21,311					21,311		29,520
A4 Asset and	investment
urchases see table
		Sub total
	Total	payments						21,311					21,311		29,520
Net ofreceiptsi(payments)								12,513					12,513		12,990
A5 Transfers	between	funds
A6 Cash funds last year			end					46,205					6,		33,2 5
Cash funds this year				end				58,718					58,718		46,205

		~		a					~	~	~	~	~	~ ~ ~
												Unrestricted		Restricted		Endowment
			(	tintiot		i&u'			tint til;			funds		funds		funds
												to nearest	E	to nearest	E	to nearest	E
B1 Cash			funds						Bank deposit account			58,717
									Bank current account
										Total	cash funds	58,718
									(agree batancea	with receipts and payments
											account(a))
												Unrestricted		Restricted		Endowment
												funds		funds		funds
									Details			to nearest	k	to nearest	E	to nearest	f
B2 Other			monetary				assets
									Details			Fund to which asset belon s		Cost (optional)		Current value o tlonal
B3Investment					assets
									Details			Fund to which asset belon s		Cost (optional)		Current value o tional
B4Assets retained							for	the
charity's			own		use
												Fund to which		Amount due		When due
									L)eta iI.			liabilit relates		o tional		o tional
B5 Liabilities
Signed behalf	by one or two trustees of all the trustees							on	Signature				Print Name			Date of a roval
													J	D M Lew
														M Lew
CCXX		R2 accounts					(SS)									31/01/2023