## The Pople Charitable Trust
Statement of unaudited accounts 5 April 2022
Charity registered no: 1063231
The Pople Charitable Trust Charity number: 1063231 Trustees' report
The Trustees present their annual report and accounts for the year ended 5 April 2022. The accounts comply with the Charity's Trust Deed and applicable law.
## Trustees
The Trustees who have served throughout the financial year, unless otherwise stated, were:
## Patricia Pople
Christopher Pople Nicola Pople David Pople Richard Pople
The power of appointment and removal of Trustees shall be vested in the existing trustees.
There were no payments to trustees in the year to 5 April 2022 (5 April 2021 £nil).
## Governing document
The governing document is the original settlement deed dated 22 February 1997.
## Reserves policy
The trustees believe that the current level of reserves of cash £108,018 (2021: £149,327) are sufficient for current purposes. The cash reserves are reviewed on a regular basis.
## Objectives
The object of the Foundation is to apply its income to assist children to receive high calibre educational training and to provide appropriate facilities. Additionally, help is given for the provision of facilities for needy elderly persons as well as children. Further, support is provided for the maintenance of heritage and listed buildings in the environment.The trustees have determined that the benefit of their giving shall be applied principally in the Gloucestershire and Somerset area.
## Related parties
The Trustees are related parties by way of close family relationships.
The Trustees have a written policy in place setting out conflicts of interest and how they will be managed.
## Review of acheivements and further developments
The Receipts and Payments account shows that during the year the Trustees donated £264,100 for relevant charitable purposes. This represents 118% of the net income for the year.
## Risk management
The Trustees have assessed the major risks to which the Charity is exposed, in particular those related to the return on investments, and are satisfied that systems are in place to mitigate their exposure to major risks.
## The Pople Charitable Trust Charity number: 1063231
## Public benefit
The Trustees confirm that they have referred to the Charity Commission's general guidance on public benefit when reviewing the Charity's aims and objectives and setting it's grant making policies. The Trustees regularly receive donation requests which are considered periodically throughout the year.
## Trustees' responsibilities in relation to the accounts
Charity law requires the Trustees to prepare accounts for each financial year that give a true and fair view of the state of affairs of the charity and of the income and expenditure of the charity for that period. In preparing those financial statements, the Trustees are required to:
- Select suitable accounting policies and then apply them consistently;
- Observe the methods and principles in the Charities SORP;
- Make judgements and estimates that are reasonable and prudent;
- State whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements; - Prepare the accounts on the going concern basis unless is it inappropriate to presume that the charity will continue
The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the accounts comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The PopLe Charitable Trust
Charity number. 1063231
Independent examiners, report to the trust
Independent examinerfs report to the trusees of The Pople Charitablo Trust
I report on the accounts of the Charity for the year ended 6 April 2022.
Re5pedNe responsibiknties of trustees and examiner
The charitys trustees are responsible for the preparation of the accounts. The charitys trustees consider
that an audit is not required for th year under section 144(21 of the Charities Act 2011 (th8 2011 Act) and
that an ilependent examinatKJn ss needed.
It E my respon5ibibty to..
examine the acc¢)unts under section 145 of the 2011 ACL
to follow the procedures laid down in the general directions given by the Charty Commission
under sectron I45xb} of the 20ll Act., and
to state whether particular matters have come to my attention.
Basis of independent examinerfs report
My examination was carried out in accordance with the general directions given by the Charity
Commission. An examination includes a review of the accounting records kept by the charity and a
comparison of the accounts presented Kmlh those record5. It also includes consideration of any unusual
items or disclosures in the accounts. and seeking explanations from you as trust concerning any such
matter5. The pr(edUreS urKlertaken do not provide all the evidence that wouLd be reqUred in an audit
and consequently no opinion is given as to whether the accounts present a Irue and fair view. and tho
report is limited to those matters set out in the statement below.
Independent examiner's statement
In ci)nrEdion wth my examination, Th) matter has to my attention..
IL)
which gives me reasonable cause to believe that in any materlal respect the requirements..
to keep et¢ounting records in aCCordare wfch section 130 of the 20ll ACL. and
to ppare accounts which accord with the accounting records comply with the
accounting requirements of the 2011 Act have not been meL or
12)
to which. in my opinion, attentn should drawn in order to enable a proper understanding of
the accounts to reached.
## The Pople Charitable Trust Charity number: 1063231
Receipts and payments account for the year ended 5 April 2022
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Total Total
2022 2021
Note £ £
Receipts
Property income after rental expenses 227,553 174,713
Total receipts 227,553 174,713
Payments
Property expenses
Insurance (4,012) (3,057)
Professional fees (750) (714)
Grants
Bristol Grammar School (53,820) (45,000)
Quartet Community Foundation (63,500) (72,000)
Access Sport (3,000) -
The Prince's Trust (5,000) (2,500)
St Peter's Hospice (5,000) (5,000)
The Dolphin Society (15,000) (2,000)
The Anchor Society (2,000) (2,000)
The Grateful Society (2,000) (3,000)
Clifton College (Covid-19 Support Fund) - (1,000)
Childrens Hospice South West (5,000) (5,000)
The Park Centre (70,000) (30,000)
St Mary Redcliff - (250)
Bristol Childrens Help Society/Barton Camp (5,000) (1,000)
Young Bristol (5,000) -
Society of Merchant Venturers (8,000) -
Penny Brohn (5,000) -
Life Education Bristol (780) -
Weston Hospice Care (5,000) -
Ravenswood Special School (1,000) -
Royal West of England Academy (10,000) (10,000)
Total payments (268,862) (182,521)
Net of receipts/(payments) (41,309) (7,808)
Cash funds last year end 149,327 157,135
Cash funds this year end 108,018 149,327
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The PopLe Charitable Trust
Charity number: 1063231
Statement of assets and liabilities as at 5 ApriL 2022
Total
2022
Total
2021
Cash funds
Cash at bank
108,018
149.327
108.018
149,327
Investment assets
10 Arlington Mansions Bristol
11 Arlington Mansions, Bristol
1,200,000
L200.000
2,400,000
1.200.000
1.200.000
2.400.000
Liabilities
We approve the financkal 5tsternents for the year ended 5 April 2022. and acknowledge our
responsibility for them, for the appropriateness of the accounting basis and for the accuracy of
the information from which the accounts have been compiled.
Trustee