## 


## 

## 


## 



## 

## 

## 

## 

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



|||||Para 1.38|
|---|---|---|---|---|
|Policy on|grant making||||
|||||Para 1.38|
|Policy on|social investment||||
|including|program||related||
|investment|||||
|||||Para 1.38|
|Contribution||made|by||
|volunteers|||||





## 

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



|Achievements<br>against|Para 1.41|
|---|---|
|objectives set||
|Performance<br>offundraising||
|activities against objectives|Para 1,41|
|set||
|Investment<br>performance|Para 1.41|
|against objectives||
|Other||





## 

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



## 

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





## 

|tructure,<br>Governance|and Man|agement|||
|---|---|---|---|---|
|Description<br>of charity's|||||
|trusts:|||||
|Type of governing<br>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<br>details of any|||||
|constitutional<br>provisions e.g,|||||
|election to post or name of|||||
|any person or body entitled|||||
|to appoint one or more|||||
|trustees|||||



## 

|Policies and|procedures||
|---|---|---|
|adopted<br>for the induction||Para 1.51|
|and training|oftrustees||
|The charity's|organisational||
|structure<br>and any wider||Para 1.51|
|network<br>with|which the||
|charity works|||
|Relationship|with any related|Para 1.51|
|parties|||
|Other|||



## 

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





||Trustee name|Office (if any)|Dates acted if not for whole<br>ear|Name <br>to a|of person (or <br>oint trustee|body) entitled<br>if an|
|---|---|---|---|---|---|---|
|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|||||||





|Funds held as custodian|Funds held as custodian|trustees|on behalf ofothers|
|---|---|---|---|
|Description<br>of the assets||||
|held<br>in this capacity||||
|Name and objects of the||||
|charity on whose behalf|the|||
|assets are held and how|this|||
|falls within the custodian||||
|charity's<br>objects||||
|Details of arrangements|for|||
|safe custody<br>and||||
|segregation<br>of such assets||||
|from the charity's<br>own||||
|assets||||



## 

## 

## 

## 



|O<br>CHARITY COMMISSION<br>FOR ENGLAND<br>AND WALES|O<br>CHARITY COMMISSION<br>FOR ENGLAND<br>AND WALES|O<br>CHARITY COMMISSION<br>FOR ENGLAND<br>AND WALES|O<br>CHARITY COMMISSION<br>FOR ENGLAND<br>AND WALES|O<br>CHARITY COMMISSION<br>FOR ENGLAND<br>AND WALES||' " '|'<br>'|Receipts and payments|Receipts and payments|Receipts and payments|accounts|accounts|accounts|||CC&ea||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||For||the period<br>from|06-A r-21|To|||05-Apr-22|||||
|'||||||||||||||||||
||.|-||||||||||||||||
|~|||~||~||~|||||||||||
|||||||Unrestricted<br>funds|||Restricted<br>funds|Endowment<br>funds|||Total|funds||Last year||
|||||||to|the|nearest<br>E|to the nearest E|to the nearest||E|to the|nearest|E|to the nearest|K|
|A1 Receipts||||||||||||||||||
|Voluntary<br>income|- donations|||||||33,820||||||33,820||30,000||
|Bank interest received||||||||||||||||||
|HMRC Charities||||||||||||||||12,502||
|Su<br>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<br>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<br>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|||||~|~|&|~|~|~|~<br>~ ~||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||||||||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<br>asset belon<br>s||Cost (optional)||Current value<br>o tlonal||
|B3Investment|||||assets||||||||||||||
||||||||||Details||||Fund to which<br>asset belon<br>s||Cost (optional)||Current<br>value<br>o tional||
|B4Assets retained|||||||for|the|||||||||||
|charity's|||own||use||||||||||||||
||||||||||||||Fund to which||Amount<br>due||When due||
||||||||||L)eta iI.||||liabilit<br>relates||o tional||o tional||
|B5 Liabilities|||||||||||||||||||
|Signed<br>behalf|by one or two trustees<br> of all the trustees|||||||on|Signature|||||Print Name|||Date of<br>a<br>roval||
|||||||||||||||J|D M Lew||||
||||||||||||||||M Lew||||
|CCXX||R2 accounts|||||(SS)||||||||||31/01/2023||



