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2026-04-05-accounts

MARK GOLDBERG CHARITABLE TRUST

UNAUDITED FINANCIAL STATEMENTS

- for the year ended -

5[th] APRIL 2026

Scottish Charity No: SC009398

MARK GOLDBERG CHARITABLE TRUST

INDEX TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5[th] APRIL 2026

Page
General Information 1
Trustees Annual Report 2
Independent Examiner’s Report 4
Receipts and Payments Account 5
Statement of Balances 6
Notes to the Financial Statements 7

MARK GOLDBERG CHARITABLE TRUST

GENERAL INFORMATION FOR THE YEAR ENDED 5[th] APRIL 2026

Scottish Charity No: SC009398
HM Revenue & Customs Ref: CR39864
Trustees: M Goldberg
L Goldberg
A Goldberg
K Goldberg
Address: c/o Caledonia House
89 Seaward Street
Glasgow
G41 1HJ
Independent Examiner: M Tenby CA FCIE
Armstrong Watson LLP
Chartered Accountants
Caledonia House
89 Seaward Street
Glasgow
G41 1HJ
Bankers: Bank of Scotland
110 Queen Street
Glasgow
G1 3BY

MARK GOLDBERG CHARITABLE TRUST

TRUSTEES ANNUAL REPORT

The Trustees have pleasure in presenting their report and the unaudited financial statements of the Trust for the year ended 5[th] April 2026.

REFERENCE AND ADMINISTRATIVE DETAILS

Reference and administrative details are shown in the schedule of General Information on page 1 of the financial statements. The Trust’s Scottish Charity Number is SC009398.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Trust Deed

The Mark Goldberg Charitable Trust was constituted on 4[th] March, 1966 and the Deed of Trust was registered on 20[th] April, 1966.

Trustees

The Trustees who served during the year were as follows:

M Goldberg L Goldberg A Goldberg K Goldberg

New Trustees are appointed by existing Trustees, as required, based on their experience and knowledge of the sector.

OBJECTIVES AND ACTIVITIES

Principal activities

Capital and income of the Trust may be applied for charitable purposes as follows:-

  1. The relief of poverty.

  2. The advancement of education.

  3. The advancement of religion.

  4. The advancement of any purposes beneficial to the community which are, by law, charitable.

ACHIEVEMENTS AND PERFORMANCE

Review of the financial position and activities of the Trust

During the year, the Trust recorded a deficit of £1,295 (2025: £788). The Trustees are satisfied with the Trust’s performance, meeting its aims with a variety of donations and anticipate that donations granted in the forthcoming year will be at a similar level to this year.

FINANCIAL REVIEW

Reserves Policy

It is the policy of the Trustees to tailor the Trust’s reserves to provide income to meet its annual grant commitments. The Trustees regularly review the investment portfolio and bank deposits. The Trustees consider that the level of free reserves at 5[th] April 2026 was £290 (2025: £1,585).

MARK GOLDBERG CHARITABLE TRUST

TRUSTEES ANNUAL REPORT (CONTD.)

Grant-making Policy

The Trustees will consider applications for grants from charitable organisations and other bodies in the United Kingdom and elsewhere whose work qualifies within the Trust’s principal activities as detailed above.

Trustees’ Remuneration

The Trustees did not receive any remuneration or expenses from the Trust during the year. M Goldberg donated a total of £2,080 to the Trust during the year (2025: £4,822).

Signed on behalf of the Trustees

M Goldberg

……………………………………………………………. M Goldberg

Date: 24 June 2026

MARK GOLDBERG CHARITABLE TRUST

Independent Examiner's Report to the Trustees of Mark Goldberg Charitable Trust

I report on the accounts of the Trust for the year ended 5th April 2026 which are set out on pages 5 to 8.

Respective responsibilities of Trustees and Examiner

The Trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The Trustees consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matters have come to my attention.

Basis of Independent Examiner’s statement

My examination is carried out in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006. An examination includes a review of the accounting records kept by the Trust and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks 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 I do not express an audit opinion on the view given by the accounts.

Independent Examiner’s statement

In the course of my examination, no matter has come to my attention

  1. which gives me reasonable cause to believe that in any material respect the requirements:

  2. to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and

  3. to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations

have not been met, or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

M Tenby

M Tenby CA FCIE Institute of Chartered Accountants of Scotland Independent Examiner Armstrong Watson LLP Chartered Accountants Caledonia House 89 Seaward Street Glasgow G41 1HJ

Date: 24 June 2026

MARK GOLDBERG CHARITABLE TRUST

RECEIPT AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 5[th] APRIL 2026

Note
Receipts
Income tax
Donations received
Total Receipts
Payments
Direct charitable expenditure – Donations
5
Sundries
Accountancy
Total Payments
(Deficit) for year		 2026
£

3,926
(47)
702
2025
£
£

1,206
2,080
3,286
6,156
2
702
4,581
(1,295)
£
1,250
4,822
6,072
6,860
(788)

All funds are unrestricted

The notes on pages 7 and 8 form an integral part of these financial statements.

MARK GOLDBERG CHARITABLE TRUST

STATEMENT OF BALANCES AS AT 5[th] APRIL 2026

----- Start of picture text -----
2026 2025
Note £ £ £ £
Investments 4 77 180
Bank Account
Opening balance 1,585 2,373
(Deficit) for year (1,295) (788)
290 1,585
Unrestricted funds 367 1,765
----- End of picture text -----

We approve the financial statements and confirm that we have made available all relevant records and information for their preparation.

M Goldberg L Goldberg M Goldberg L Goldberg Trustee Trustee 24 June 2026

The notes on pages 7 and 8 form an integral part of these financial statements.

MARK GOLDBERG CHARITABLE TRUST

NOTES TO FINANCIAL STATEMENTS FOR THE YEAR ENDED 5[th] APRIL 2026

1. Basis of Accounting

2. Nature and purpose of funds

3. Trustee Remuneration

No remuneration or expenses have been paid to the Trustees during the year (2025: £nil).

4. Investments

vestments
2026 2025
£ £
Market Value Reconciliation
Opening Balance 180 317
Additions at cost - -
Disposals at Opening Market Value - -
180 317
Unrealised (losses) in year (103) (137)
77 180

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MARK GOLDBERG CHARITABLE TRUST

NOTES TO FINANCIAL STATEMENTS FOR THE YEAR ENDED 5[th] APRIL 2026

5. Donations

Alzheimer’s Society
Amnesty International
Big Issue
Camp Simcha
Chai Cancer Care
Cosgrove Care
Dignity in Dying
EMMAUS
Food Bank Aid
Great Ormond Street Hospital

Hatzola NW
Jewish Care

JCORE

Lubavitch

MacMillan
Medical Aid for Palestinians

Miscellaneous
New Israel Fund UK
New North London Synagogue
North London Hospice
Royal Free Hospital
Salvation Army
Shelter
Teenage Cancer Trust
Wigan Youth Zone
World Jewish Relief
Work Avenue
 2026
£
112
124
37
-
-
-
130
120
-
85
100
50
75
-
120
1,276
237

398
138
156
50
146
120
50
52
250
100
_

3,926		 2025
£
-
120
35
260
180
68
30
120
300
184
-
-
-
100
120
2,647
474
82
961
200
-
-
120
-
155
-
-
_
6,156

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