OpenCharities

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2023-04-05-accounts

Names ofthe chari ty trustees who manage the charity
Name ofperson (or body)
Trustee name Office (ifany) Dates acted ifnot for whole year entitled to appoint trustee
ifan
Professor Lord Robert Mair Chairperson
Dr Harriet Elizabeth Walston
Crawford
3 Professor Dame Jean Olwen
Thomas
Professor David John
McKitterick
Professor Dame Care 'ne
Humphrey
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Name Dates acted if not for whole
ear
Dates acted if not for whole
ear
Dates acted if not for whole
ear
Dates acted if not for whole
ear
Names and addresses ofadvisers
(Optional
information)
T
eofadvisor
Name
Address
Bankers
Barclays Bank Pic
PO Box No 2, Bene't Street, Cambridge, CB2 3PZ
Solicitors
Nabarro
Nathanson 50 Stratton
Park, London, W1X6NX
Investments
Quilter
Cheviot Senator House, 85Queen Victoria Street,
London. EC4V 4AB.
Name ofchief executive or names ofsenior staff members (Optional information)
Catharine
Walston —Secretary
~ ~
Description ofthe charity's trusts
Type of governing
document
Trust Deed dated 19August 1993
How the charity is constituted Trust
Trustee selection methods Appointed by existing trustees and confirmed by a meeting of the
Trustees, the resolution
is then signed
by the Chairman ofthe Trustees.
Additional
governance
issues (Optional
information)
You may choose to include
additional
information,
where
relevant, about:
~
Policies and procedures
adopted for the induction
and
training
oftrustees.
The Trustees
of The Thriplow
Charitable
Trust are responsible
for holding
the
capital
and income
of the Trust Fund
upon
trust to apply the income and
afi or
such part or parts ofthe capital at such time or times and
in such manner as the
Trustees
may
in their absolute
discretion
think
fit for or towards
the charitable
~
The charity's
organisational
objects and in accordance
with
the Trust Deed.
structure
and any wider
network
with which the charity
works.
The Trustees
actively review the major risks which the charity faces on a regular
basis
and
believe
that
maintaining
reserves
at the
levels
stated
will
provide
sufficient resources
in the event
ofadverse conditions.
~
Relationship
with any related
parties.
~
Trustees'
consideration
of
major risks and the system
and procedures
to manage
them.

(,~(jrir, (,~(jrir, The Thri
low Charitable
Trust
Receipts and payments
The Thri
low Charitable
Trust
Receipts and payments
The Thri
low Charitable
Trust
Receipts and payments
The Thri
low Charitable
Trust
Receipts and payments
The Thri
low Charitable
Trust
Receipts and payments
1025531
accounts
1025531
accounts
1025531
accounts
CC&sa
Forthe period
from 6April 2022 5April 2023
r
~ ~ ~ ~
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds Last year
tethe nearest a te the nearest a te the nearest a te the nearest
K
te the nearest t
A1 Receipts
Dividends 149,763 149,763 126,663
Gross Interest —Capital account
Gross Interest - Income account
Gross Interest - Barclays
Sub total 149,774 149,774 126,664
A2 Asset and
etc.
investment sales, 1,669,376 526,514
Total receipts 1,819,150 - - 1,819,150 653,178
A3 Payments
Secretarial expenses 9,324 9,324 7,308
Printing,
postage, stationery
22 22
Grants made 181,455 181,455 157,375
Royal Mail PO Boxfee 378 378 360
Accountancy 850 850 850
Bank charges 121 121 102
Investment
management
fees 19,914 19,914 20,772
Computer
hardware
and software
72 72 72
Sub total 212,136 212,136 186,884
A4 Asset and investment
purchases, etc.
1,609,278 1,609,278 681,826
Total payments 1,821,415 1,821,415 868,710
Net ofreceiptsl(payments) (2,265) (2,265) (215,532)
A5 Transfers between funds 51,517 51,517 6,681
A6 Cash funds last year end 71,184 71,184 280,035
Cash funds this year end 120,436 120,436 71,1&4
~ ~ ~
~
~ ~ ~
Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest
K
to nearest F. to nearest F.
B1Cash funds Barclays Bank pic 80,059
CAF Account 1,000
Citigroup
account
Quilter - Capital 39,377
Citigroup Quilter - Income
account
Total cash funds 120,436
Unrestricted Restdcted Endowment
funds funds funds
Details io nearest
O
to nearest a to nearest E
B2Other monetary assets
Details Fund
asset
to which
helen
e
Cost (opt(one(i Current value
o tionei
B3Investment assets Citigroup Quilter portfolio Unrestricted 3,576,566 6,347,671
Details Fund
asset
to which
beion e
Cost (optional) Current value
o tionei
B4Assets retained for the
charity's own use
Fund to which Amount due When due
Details aebili relates o
(encl
o ticnei
B5Liabilities
Signed by one or iwo trustees
behalf of all the trustees
on Signature Print Name Date of
a
roval
Professor Lord Robert Mair