# **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: - 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; - 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 Charl￿S Act 2011 (t1￿ 2011 Act) and that an ex•nwwtw)n Is nethj. It is my responsiblity to: . examlne the acCI￿nts under 8eclK)n 145 2011 Art . to folk>w the pTr￿￿ureS 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 exa￿l￿a￿on was (arried out in accordance vth the gerwal d1￿1￿]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 re￿rds. It also itx%ud&s ¢))n$kl8fatM)n of any unusual items or disclosures In the att￿nts. and seeking eXt￿a￿atK)￿S fr(￿ s￿1 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)nSeqU￿￿Y ￿ (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 iesF*d the reryjirements.. to keep acc¥)unting r￿dS in Secak￿ 130 ofthe 2011 Act arKI to prepar8 ac(wnts which accord wth the acC￿nI1￿j rea)rds 8fKJ cOM￿y¥￿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 11￿3231 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, 8T￿t 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 ￿Trar￿1 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