| THE CAMELIA TRUST | |||||||
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| CHA TYNO. 1081074 |
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| TRUSTEES' ANN AL REPORT —YEARTO "APRIL 2023 |
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| LEGAL &ADMINISTRATIVE INli'ORMATION |
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| Charity | Name | The Camelia Trust | |||||
| Charity Number Registered Address Governing Document Charity Trustees' |
1081074 Hillside, 9Wainwright Road, Altrincham, Cheshire WA14 4BW Declaration ofTrust dated 22 February 2000 Mm Jennifer A Sykes, Dr Prudence JGillctt, Michael Taxman, Catherine Sykes, Thomas Sykes and Sarah Eden-Heyes. |
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| Advisers | Investment Managers and Stockbrokers: Blankstone Sington Limited |
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| Walker House, Exchange Flags, Liverpool L23YL | |||||||
| Accountants and Tax Advisers: Alexander Myerson &Co Limited |
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| 61 Rodney Street, Liverpool Ll 9ER | |||||||
| Independent Examiner: Paul Burns, Director at Alexander |
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| Restricted | Activities | Myerson &Co Limited The Trustees powers are set out in Clause Cofthe goveniing document. |
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| They are empowered to raise funds, but may not undertake any |
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| substantial trading activity. They may permit any investments |
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| comprised in the Trust Fund to be held in the name ofa stock broking |
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| company, which is a member of the Stock Exchange, as nominee for |
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| the trustees and to pay proper remuneration. |
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| NARRATIVE | INFORMATION | ||||||
| Aims | As Clause Bofthe governing document indicates, the object ofthe trust |
is | |||||
| to make charitable donations to deserving causes. There are no |
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| Review | ofProgress | employees and them is no formal connection with any other charity. During the year the Investment Managers maintained the portfolio, The Tmstees, again atter considering many applications for assistance, made |
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| further charitable distributions totalling 631,730. |
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| Review | ofFinancial | As part ofa general review 8106,175 of investments were realised. |
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| Activities | &Affairs | The proceeds ivere reinvested, fuither diversifying the portfolio. |
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| Cash reserves have decreased from K16,022to63,404. |
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| Trustees' | Policies | During the year, the Trustees' policy continued to regard all income as |
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| available for distribution to charities and treated capital as Reserves |
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| available for investment. | |||||||
| Investnients are managed at the discretion of Blankstone Sington Limited, |
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| subject to appropriate supervision by trustees, seeking to balance capital |
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| growth with earning income, all involving only moderate risk. |
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| The Trustees consider charitable iuquests as and when brought to their |
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| attention. | |||||||
| Existing Trustees will appoint new Trustees as and when required. |
It | ||||||
| would be important to ensure that family and or descendants take a role |
as | ||||||
| Trustees. | |||||||
| Reserves Policy | The Trustees policy is to regard all income as available for distribution to charities and in order to generate this income ireseives off783,381 were |
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| retained. | |||||||
| Public Benefit | The Trustees confirm that they have referred to Charity Commission |
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| guidance on Public Benefit when reviewing plans for the future. |
The | ||||||
| tnistees have and will continue to ensure that charitable expenditure |
will | ||||||
| be made to further a charitable purpose to the public benefit. |
| 2023 | 2022 | NOTES | |||||
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| RECEIP S | |||||||
| Income from | Dividends | 41,570 | 36,120 | ||||
| Income from | Interest | 1,807 | 1,560 | ||||
| Net Gain on | Sale of | Investments | 5 | ||||
| PAYMENTS | |||||||
| Accountancy Management fees Charitable Distributions |
out ofIncome | 984 6,019 30,230 |
984 6,160 10,500 |
(I ) (I) (2) |
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| Net Loss on | Sale of | Invesnnents | L28K | ~44 | |||
| Movement in market |
value ofinvestments | ~67895 | 36055 | ||||
| tDDfit ~ I |
i dt | R |
| "'Guide Dogs for ths Blind Association —Semi Annual Payment "*Royal National Lifeboats Insitute (RNLI) —Semi Annual Payment |
"'Guide Dogs for ths Blind Association —Semi Annual Payment "*Royal National Lifeboats Insitute (RNLI) —Semi Annual Payment |
"'Guide Dogs for ths Blind Association —Semi Annual Payment "*Royal National Lifeboats Insitute (RNLI) —Semi Annual Payment |
"'Guide Dogs for ths Blind Association —Semi Annual Payment "*Royal National Lifeboats Insitute (RNLI) —Semi Annual Payment |
E1,000 F1,000 |
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| 3H Fogndation Bradbury Fields Brainwave |
E500 E500 E3,000 |
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| Calibre Audio | E1,000 | |||
| Cystic Fibrosis Epilepsy Action Happy Days Macular Society Make Them Smile Children's Charity |
E3,000 E1,000 E1,020 E1,000 E1,200' |
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| MNDA Motor Neurone Disease Association | E2,000 | |||
| SAFE Families | E1,000 | |||
| Support DOGS for Autism, epilepsy and dementia , Tall Ships 'Guide Dogs for the Blind Associa6on —Beni Annual Payment *Royal National Lifeboats Institute (RNLI) —Semi Annual Payment |
F500 E1,000 E1,000. E1,000. |
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| **SaNafion Army —Annual Payment in September, |
but | added on here | E2,000 | |
| as itwas missed offthe September 2022 donafions | ||||
| Seder Braves :Benedetti Foundation |
E500:: E1,000' |
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| :British Wireless for the Blind | E774 | |||
| :Circus Starr Ctaserbridge Rainbow Hub (was Rainbow House) SENSE ,Widow Empowerment Trust Total Donations |
E1,000 E1,500. E1,000 E2,736 f500. E31,730 |