## **Trustees’ Annual Report for the period** **From 06/04/2022 Period start date To 05/04/2023 Period end date** ## **Charity name: The John Hainsworh Bates Charitable Trust** ## **Charity registration number: 1026349** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The main aim of the charity is to make**
**grants to organisations and to donate to**
**local and certain national charities in**
**memory of John Bates on behalf of**
**family.**
**The Charitable trust was set up on 21st**
**July 1993 by way of deed.**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Provide donations to various charities**
**on behalf of the family.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees have has regard to the**
**guidance issues by the Charity**
**Commission on public benefits.**| ## **Achievements and Performance** **----- Start of picture text -----**
Summary of the main Providing local charities with ad hoc
achievements of the charity, donations in memory of John Bates.
identifying the difference the Para 1.20
charity’s work has made to the
circumstances of its
beneficiaries and any wider
benefits to society as a whole.
**----- End of picture text -----**
## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The charity continues to be in a strong**
**position with adequate reserves to**
**continue providing donation to various**
**charitable causes across the UK**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Reserves held to continue the aims if**
**donations to suitable charities.**| |Amount of reserves held|Para 1.22|**£21,115.46 as at 5th April 2023**| |Reasons for holding zero
reserves|Para 1.22|**None**| |Details of fund materially in
deficit|Para 1.24|**None**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**None**| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust deed dated 21st July 1993**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Trust**| |Trustee selection methods
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|Para 1.25|**Deed of appointment**| ## **Reference and Administrative details** **----- Start of picture text -----**
Charity name The John Hainsworth Bates Charitable Trust
Registered charity number 1026349
Charity’s principal address
**----- End of picture text -----**
|**Reference and Administrative details**|**Reference and Administrative details**| |---|---| |Charity name
The John Hainsworth Bates Charitable Trust|| |Registered charity number
1026349|| |Charity’s principal address|| ||GREEN BARKS
JUBILEE TREES
BURLEY WOODHEAD
ILKLEY
LS29 7AR| ## **Names of the charity trustees who manage the charity** |1
2
3|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Mrs Jennifer Ann
Shelton|||JH Bates Charitable Trust| ||Stephen Charles
Bates|||JH Bates Charitable Trust| ||Maria Jane
Townsend|||JH Bates Charitable Trust| ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|Jennfier Ann Shelton| |---|---| ||Jennfier Ann Shelton| ||
Trustee| ||16/11/2023| ||16/11/2023| The John Hainsworth Bates Charitable Trust Registered Charity No 1026349 Accounts Year ended 5 April 2023 The John Hainsworth Bates Charitable Trust Account8 for year ended 5 Aptil 2011 We the undetsigtied hereby confitm our agreement to the accounts J IL £LJ-h4 Mrs Jennifer ArLn Shelton Mr Stephen Chatles Bates Mts Mana Jane Townsend D2ted he John Hainsworth Bates Charitable Trust Accounts for year ended 5 April 2011 Capital Account Ba1￿ce at 6 Apiil 2022 Balance at 5 April 2023 The John Hainsworth Bates Charitable Trust Accounts for year ended 5 April 2011 Balance sheet Capit31 Account Income account o.i)o 21.115.46 21,115.46 Represented by Bank of Scotland - account IKH15278 21595.46 Less liabilities Wllgley5 fccs foi 2023 (480.00) 21.115.46 counts for year ended 5 AprAI 2023 Ittcome Account Gift Aid Donauon 20.IXiO.00 20,(M)O.00 Income btowit forward at 6 Aptil 2022 7525.46 27,525.46 Jxss thsthbutsOD8 Airedale Hospitsl & Community Ch￿lty C21vert Twst Blind 50.IXI I￿.00 2￿.(X) I,(MXI. Dementia UK Dogs for Good Dogs trnst Douglas Badcr Foundation Hope For Tonjottow Manorlands Hospice Marie Cutie i(K).(x) i(x).00 51X>.(M) I￿.￿x) MIND Motor Neurone DAsease Nell Bank Ch￿t#bIt TtusL Ilkley NSPCC Spinal Reseatch St Mxry's Church, Gold5borou8h The Chadie Walker TDJSt Yorkshtre Cancet ReseArch Yorkshire Dales Milletiium Trust Young Iives vs Cancct i.IMX).IM) I,(￿.{￿> 50.IM) I￿.{M) iIK>.IMI IIM).00 I￿.00 ,450.00) 21075.46 Wngleys fecs 2022 (480.￿) Bknce at 5 April 2022 21.595.46 WDgleys fees 2023 (due aftet 5 Aptil 2023) {480.IK)) Undistributed iocome at 5 Aptil 2023 21,115.46 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of IA. J•a. H•J*4Sw*/< &&J 6&-A8/c f*vJ On accounts for the year ended Charlty no (If any) /oZ174 1 Set out on pages I report to the trustees on my exarninat￿n of the a￿nts of the above chanty (kne Trusf) for the year ended Responsibllltles and As the charity trustees of the Trust. you are responsible for the preparation basis of report of the a￿Unts in aCC￿nCe the requirements of the Charities Act 2011 (Ihe Acr). I report vi respect of my eXam￿allon of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Direcaions given by the Charity Commission under section 145(5Xb) of the Acl. I have completed my examinatron. I confimi that no material matters have come to my attention ( '} in connectN)n with the examinalion which gives me cause to believe that in. any material respect.. accounting records ¥%*re not kept ￿ accordance y￿th section 130 of the Act or the a￿Unts do not with the accounting records Independent oxaminerfs statement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of ihe accounts to be reached. ' Please delete the words in the brackets rfthey do nol 8ppIy. Sigrbed: Date: ZOZ5 Name: Relevant professional quallficatlon(s) or body (If any): sT£f Addrnss: c/J Lsi wf IER October 2018 Section B Disclosure Onty o)mplete rf the examiner needs to hNJhlight matters of concem Isee CC32. Independent examination of tharity a(x￿nts. directions and guidance for examiners). Glve here briof detalls of any items that the examlner wlshes to disclose. IER October 2018