The Pople Charitable Trust Statement of unaudited accounts 5 April 2023
Charity registered no: 1063231
The Pople Charitable Trust Charity number: 1063231 Trustee's report
The Trustees present their annual report and accounts for the year ended 5 April 2023. 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 2023 (5 April 2022 £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 £112,740 (2022: £108,018) 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 achievements and further developments
The Receipts and Payments account shows that during the year the Trustees donated £229,824 for relevant charitable purposes. This represents 104% 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.
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.
The Pople Charitable Trust Charity number: 1063231 Statement of trustees' responsibilities
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:
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Select suitable accounting policies and then apply them consistently;
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Observe the methods and principles in the Charities SORP;
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Make judgements and estimates that are reasonable and prudent;
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State whether applicable accounting standards have been followed, subject to any material departures;
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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 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 Charltabl• Trust Charity number: 1063231 Ind• nthnt eMminors' rg I report the ao)JLwts ofthe Charityfor tha Jwr wded 5 Armil 2. o)nsider Ihal an audtt is r¥)t for Ihis Jpar under s8(thn 14412) of the CharlS Act 2011 (t1 2011 Act) and that an ex•nwwtw)n Is nethj. It is my responsiblity to: . examlne the acCInts under 8eclK)n 145 2011 Art . to folk>w the pTrureS lahd th)wn in the genwBI gWI bytha Charity Commlsskjn under 8ection 145{5ICb) of 2011 Act and to - stste whether parbcular matters have come to my att8nlb)n. My exalaon was (arried out in accordance vth the gerwal d11]nS gNen by the Charity Commission. An 8xamin8tK>n indth a Teviewof the aLwunting recths kept by charity and a comparison of the a(Unts presentgj those rerds. It also itx%ud&s ¢))n$kl8fatM)n of any unusual items or disclosures In the attnts. and seeking eXtaatK)S fr( s1 as trustees concerning any such matters. Thg wK£dures undertaken do not prwde 81 the wd8ntx that %UkI be required in an audtt arKI (L)nSeqUY (yinion is gwi &8 to vjhthr the pJBsenl true and fairviev/ arKI the report is limited to thc6e matters set crtrt in th8 statement bekjw which gives me reason8tJe cause to bdieNE Ihat in m8terfaE iesFd the reryjirements.. to keep acc¥)unting rdS in Secak 130 ofthe 2011 Act arKI to prepar8 ac(wnts which accord wth the acCnI1j rea)rds 8fKJ cOMy¥th the accounting requirements of the 2011Act have been met or 12} to vhwch, in my opinion, attention be dra in Ixder to en&0 a F(per understsndir¥J of the accounts to be reathed. Date
The Pople Charitable Trust Charity number: 1063231 Receipts and payments for the year ended 5 April 2023
| Note Receipts Total receipts Payments Property expense Insurance Professional fees Grants Bristol Grammar School Quartet Community Foundation Access Sport The Prince's Trust St Peter's Hospice The Dolphin Society The Anchor Society The Grateful Society Clifton College (Covid-19 Support Fund) Childrens Hospice South West The Park Centre St Mary Redcliff Bristol Childrens Help Society/Barton Camp Young Bristol Society of Merchant Venturers Penny Brohn Life Education Bristol Weston Hospice Care Ravenswood Special School Royal West of England Academy South Bristol Youth Creative Youth Network BRACE The Harbour The Gloucestershire Society The Antient Society of St. Stephen's Ringers Marmalade Trust Gympanzees Guild of Guardian 43rd Bristol Scout Group Total payments Net of receipts/(payments) Cash fund last year end Cash fund this year end Property income after rental expenses |
Total 2023 £ 239,860 239,860 (4,504) (810) (48,524) (63,500) - (5,000) (2,000) (2,000) (2,000) - - - - (4,000) (2,000) (7,000) - - (4,000) - - (10,000) (55,000) (2,500) (1,000) (300) (250) (3,000) (12,500) (250) (5,000) (235,138) 4,722 108,018 112,740 |
Total 2022 £ 227,553 |
|---|---|---|
| 227,553 | ||
| (4,012) (750) (53,820) (63,500) (3,000) (5,000) (5,000) (15,000) (2,000) (2,000) - (5,000) (70,000) - (5,000) (5,000) (8,000) (5,000) (780) (5,000) (1,000) (10,000) - - - - - - - - - |
||
| (268,862) | ||
| (41,309) | ||
| 149,327 | ||
| 108,018 |
The Popl• Charitablo Tn Charity number 113231 statsm•nt of ass•ts and liabHItkn for th• d•dS rf12023 Total Total 2022 Cash funds Cash al bank 740 112,740 108.018 108.018 vestmènt assets 10 Amington Mansions. BrBtrA 11 Arlington Mansws, 8Tt 1.2.{ 1,200,CIM) 1400.L 1,2,000 1,200,000 2.4CiI.( Llabllltlgs Totsl assets less Ilabiltt 2.512.740 2.S)8.Of8 We appn)ve the Trar1 ststements year ended 5 April 2023, aTrJ our restK)nsibilityfor them. forthe approprtater)ess of th8 a(xxJuntiThJ basls for ts ac¢)Jracy of the inforniation from the acwjnts have LX)mpikd. Truslee Date Ib 10 033