Wallace Bell Charitable Trust
40 Blundell Avenue Horley Surrey RH6 8AY
Charity No. 1018777
Annual Report for Year Ending 31[st] December 2023
The object of the Trust is to provide assistance to the elderly, the physically and mentally disabled and children in need.
During 2023, the Trust, once again, received an unprecedented number of requests from various organisations and individuals.
Those selected to receive grants included:
Handicapped Children’s Action Group, Happy Days, Sunshine Wishes Children’s Charity, Newlife, Helping Disabilities, The Kingswood Trust, Northwich Multisports and the Rossendale Trust.
We also provided specialist equipment for disabled children in Somerset and a specialist buggy for a young disabled boy living in Surrey, whilst continuing to support Food Banks in Milton Keynes, Poole in Dorset, Reigate in Surrey and Crawley in West Sussex.
Overseas grants included:
Malaika Kids, Nightingales Children’s Project, Kids Club Kampala, Jacaranda UK, Safe Child Thailand, Forever Angels and Evergreen Africa.
Trustees:
Judith M Illman. (Chairman) Ian R. W. Bell. Drew G.D. Illman. Mark J.R. Illman. Scott A.W. Illman. Euan Houghton-Bell.
Wallace Bell Charitable Trust Accounts for Year Ending 31.12.2023
| Income M & G (Charifund) COIF Black Rock (Charishare) Black Rock (Charinco) Murray Income Trust Temple Bar Investment Trust Aberdeen UK Tracker Trust Bank Interest £ Expenditure Charitable Grants Postage, Print & Stationery Costs Accountancy £ Excess of Income Over/ (Under)Expenditure £ |
2023 2022 £ £ 17,702.71 17.185.10 551.56 549.44 793.65 764.46 6,074.40 6,074.40 1,685.62 1,924.88 2,601.50 1,795.25 3,768.97 2,876.99 46.25 2.67 33,224.66 £ 31,173.19 40,417.14 36,976.25 215.97 146.86 150.00 150.00 40,783.11 £37,273.11 (7,558.45) £ 6,099.92) |
|---|---|
Wallace Bell Charitable Trust
Funds Held @ 31st December 2023
| 31/12/ 2023 Investments: Market Value £ M & G Charifund 297,114 Black rock (Charinco) 150,181 Black Rock (Charishare) 23,891 COIF 20,091 Murray Income Trust 37,627 Temple Bar Investment Trust 51,062 Aberdeen Diversified Income Trust 42,485 £ 622,451 £ Current A/C Opening Balance 28,567 Excess of Income Over/(Under) Expenditure (7,558) Closing Balance 21,009 Total Funds Held £ 643,460 |
31/12/2022 Cost Market Value Cost £ £ £ 273,619 304,263 273,619 194,700 147,741 194,700 6,634 22,643 6,634 6,500 18,400 6,500 22,875 36,714 22,875 29,444 47,407 29,444 36,264 47,950 36,264 570,046 £ 625,118 £ 570,046 34,667 (6,100) 28,567 £ 653,685 |
31/12/2022 Cost Market Value Cost £ £ £ 273,619 304,263 273,619 194,700 147,741 194,700 6,634 22,643 6,634 6,500 18,400 6,500 22,875 36,714 22,875 29,444 47,407 29,444 36,264 47,950 36,264 570,046 £ 625,118 £ 570,046 34,667 (6,100) 28,567 £ 653,685 |
31/12/2022 Cost Market Value Cost £ £ £ 273,619 304,263 273,619 194,700 147,741 194,700 6,634 22,643 6,634 6,500 18,400 6,500 22,875 36,714 22,875 29,444 47,407 29,444 36,264 47,950 36,264 570,046 £ 625,118 £ 570,046 34,667 (6,100) 28,567 £ 653,685 |
|---|---|---|---|
| 570,046 | |||