2025-04-05-accounts

"| CHARITY COMMISSION FOR ENGLAND AND WALES

Trustees’ Annual Report for the period

From 6 April 2024 Period start date To § April 2025 Period end date

Charity name: The Plowright Charitable Trust

Charity registration number:

1063166

Objectives and Activities

Objectives and Activities	Objectives and Activities	Objectives and Activities
a
Summary ofthe purposes of	Para 1.17
the charity as set out in its		capital (as appropriate/thought fit) forsuch
governing document		purposes or objects which are recognised
		as exclusively charitable.
Summary ofthemain activities in relation to those	rae 1.17and	Supporting charitiesand organisations known to the trustees and which meet their
purposes forthe public		interests, mainly on a local basis.
benefit, in particular, the
activities, projects or
services identified in the
accounts.
Statement confirming	Para 1.18	The trustees have had due regard to the
whetherthe trustees have		commission's public benefit guidancewhen
had regard to the guidance		exercising any powers or duties to which
issued by the Charity		the guidance is relevant.
Commission on public
benefit

Additional information (optional)

You may pC	choose to include further statements *YSORPreterencePO	where relevant about: PO Trust policy on grant making is to consider
	Para 1.38	locally based charities and organisations
Policy	on grant making	which meet the interests ofthe trustees.
		Investment policy is to deposit surplus
	Para 1.38	funds with a view to receiving a return over
Policy	on social investment	a relatively short time frame.
including program related
investment
	Para 1.38
Contribution made by
volunteers

a

Other

|

Achievements and Performance

Summary ofthe main achievements ofthe charity,	een	During the yearthetrusteescontinuedwith their policy ofgrant making to charities and
identifying the difference the		organisations, many ofwhich have local
charity’s work has made to		connections and have been previously
the circumstances of its		supported.
beneficiaries and any wider		Upon application, the trustees will also
benefits to society as a		consider supporting certain UK based
whole.		charities. Theseare usually in response to
		a national appeal for financial assistance in
		order to provide humanitarian aid to the
		citizens ofwar-torn countries or to the
		citizens ofcountries impacted by natural
		disasters,suchasanearthquake.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against	Para 1.41
objectives set
Performance offundraising activities against objectives
set
Investment performance	Para 1.44
against objectives
Other

Financial Review

Review ofthe charity’s		The Trust continued its policy ofgrant
financial position atthe end		making through the year using existing
ofthe period		reserves. These had been supplemented in
		the previous year by donations from
		Gibbons (Holdings) Ltd and Plowright
		Farms Ltd. This has enabled the Trust to
		maintain the level ofgrant making at a
		similar or higher level.
Statement explaining the		To maintain reserves at a level sufficient to
policy for holding reserves		be able to respond to anemergency
stating why they are held		appeal.
hada aid reserves deficit
Explanation ofany	Para 1.23	Not applicable
uncertainties about the
charity continuing as a going
concern		ee _

Additional information (optional)

You may choose to include further statements where relevant about:

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The charity’s principal |
sources of funds (including | Par 1.47 |
any fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
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A description of the principal | Para 1.46 risks facing the charity

Other

5

Structure, Governance and Management

Description of charity's
trusts:
Typeofgoverningdocumentee	TrustDeeddated 04/04/1997asamended on 23/06/1997 as amended on 26/10/2012
How is the charity	Trust
constituted?
Trustee selection methods	Appointed by existing Board ofTrustees
including details ofany
constitutional provisions e.g.
election to post orname of
any person or body entitled
to appoint one or more
trustees

Additional information (optional)

Additional information (optional)	Additional information (optional)
You may choose to include furtherstatements		where relevant about:	a
Policiesand procedures adopted forthe induction	Para 1.51
and training oftrustees
The charity's organisational structure and anywider	Pata 1.51
network with which the
charityworks
Relationship with any related	Para 1.51
parties
Other

Reference and Administrative details

			The Plowright Charitable Trust
Other name the charity		uses
Registered charity	number		1063166
Charity’s principal	address		72 Main Street
			Baston
			Peterborough
			PE69PB

.

Names of the charity trustees who manage the charity

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Corporate trustees — names of the directors at the date the report was approved
ST a
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Name of trustees holding title to property belonging to the charity
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——| a Po
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F

Funds held as custodian trustees on behalf of others_ Description of the assets

held 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 objects - Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser —————__ : Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

:

Other optional information ee

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

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i}
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Full name(s) |David John Gibbons

Chair, etc)

Date! 29 Ot4arher 2o2zS

x CHARITY COMMISSION The Plowright Charitable Trust No 1063166 FOR ENGLAND AND WALES

Receipts and payments accounts For the period 06/04/2024 T from °

05/04/2025

CC16a

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds Total funds Last year tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ Ai Receipts [Donations Ss 5 |[22,615] | es ee es lll eses es es lll] eses es es ll es es es lll es ee lll Pe Cw |[Ce] | Ee ||[C‘C:«'] Sub total (Gross incomeAR} for eo eS) A2 Asset and investment sales, (see table). ee eee eeSub total[|_ |ee A3 Payments Grantspaid—~S~=~—“—~sSCSCSCS ~—S~SO,OD] [—SSCSCC«~‘CTSCTC™C™C:«d‘CdT coo] [—S=09,790 es TSC~S ee es lll: ee es lll eees ee es es ee es lll Po we | es |[C-*—] Sub total] 202,207] TL| 149,735| Aé4 Asset and investment purchases, (see table) ee ee Subtotal}|[[143.258]][[Sd] (L__—SCSCSd‘C[SSCSC«S Net of[receipts/(payments)] ASTransfersbetweenfunds [|-}|CT CC TEC AG Cash funds last year end 1,260,644, [ + {=| 1,260,641 Cash funds this yearend] ___4,41,343{ | 8 111,343 |

CCXX R1 accounts (SS)

1

20/10/2025

Section B Statement	of assets and liabilities at	of assets and liabilities at	the end of the	the end of the	period
			Unrestricted		Restricted		Endowment
			funds		funds		funds
			to nearest £		to nearest £		to nearest £
				cd
			ee 1,094,283
		Totalcashfunds		4,414,343]
	(agree balances with receiptsand payments
		account(s))
			Unrestricted		Restricted		Endowment
			funds		funds		funds
	Details		to nearest£		to nearest£		to nearest£
_=
	Details		Fundtowhich asset belongs		Cost (optional (op	)	Current value optional
B3 Investment assets	29 ordinary £1	shares heldwithin Gibbons	unrestricted
	(Holdings) Ltd
B4Assets retained forthe	Details		Fundtowhich asset belongs	Cost(optional) P PoP
			Fund to which		Amount due		When due
-	Details liability relates —=				‘optional		optional =
Signed byone ortwo trustees on behalfofallthe trustees	. Signature Peale		. PrintName ~~				Date of approval Aefee

CCXX R2 accounts (SS)

2

20/10/2025

Suu! CHARITY COMMISSION | Independent examiner's report on the FOR ENGLAND AND WALES accounts

Section A

Independent Examiner’s Report

Report to the trustees to the trustees the trustees trustees

Report to the trustees to the trustees the trustees trustees “Charity Name a The Plowright Charitable Trust On accounts for the year | 5 April 2025 Charity no | 1063166 ended (if any)

Set out on pages | 1 and 2 together with the Trustees Report pages 3 to 9

| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 05/04/2025,

Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

• Independent | have completed my examination. | confirm that no material matters have

• examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

• e the accounting records were not kept in accordance with section 130 of the Charities Act; or

• e the accounts did not accord with the accounting records; or

• e the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

e

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

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Name: | C A Rossiter FCA
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Relevant professional | ICAEW qualification(s) or body (if any):

IER

1

Oct 2018

Minerva Business Park Lynch Wood, Peterborough PE2 6PZ

Address: | Rutland House

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

| -

Give here brief details of any items that the examiner wishes to disclose.

| |

iER

2

Oct 2018