## ## |||||THE CAMELIA TRUST|||| |---|---|---|---|---|---|---|---| |||||CHA
TYNO. 1081074|||| ||||TRUSTEES' ANN
AL REPORT —YEARTO "APRIL 2023||||| |LEGAL &ADMINISTRATIVE
INli'ORMATION|||||||| |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.|||| |Advisers||||Investment
Managers
and Stockbrokers:
Blankstone
Sington Limited|||| |||||Walker House, Exchange Flags, Liverpool L23YL|||| |||||Accountants
and Tax Advisers:
Alexander
Myerson &Co Limited|||| |||||61 Rodney Street, Liverpool Ll 9ER|||| |||||Independent
Examiner:
Paul Burns, Director at Alexander|||| |Restricted||Activities||Myerson &Co Limited
The Trustees powers are set out in Clause Cofthe goveniing
document.|||| |||||They are empowered
to raise funds, but may not undertake
any|||| |||||substantial
trading activity.
They may permit any investments|||| |||||comprised
in the Trust Fund to be held in the name ofa stock broking|||| |||||company,
which is a member of the Stock Exchange, as nominee for|||| |||||the trustees
and to pay proper remuneration.|||| |NARRATIVE|||INFORMATION||||| |Aims||||As Clause Bofthe governing
document
indicates, the object ofthe trust||is|| |||||to make charitable
donations
to deserving
causes. There are no|||| |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|||| |||||further charitable
distributions
totalling 631,730.|||| |Review|ofFinancial|||As part ofa general
review 8106,175 of investments
were realised.|||| |Activities||&Affairs||The proceeds ivere reinvested,
fuither diversifying
the portfolio.|||| |||||Cash reserves have decreased
from K16,022to63,404.|||| |Trustees'||Policies||During the year, the Trustees'
policy continued to regard all income as|||| |||||available for distribution
to charities and treated capital as Reserves|||| |||||available for investment.|||| |||||Investnients
are managed
at the discretion of Blankstone
Sington Limited,|||| |||||subject to appropriate
supervision
by trustees, seeking to balance capital|||| |||||growth
with earning
income, all involving
only moderate
risk.|||| |||||The Trustees consider charitable
iuquests
as and when brought to their|||| |||||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|||| |||||retained.|||| |Public Benefit||||The Trustees
confirm
that
they
have
referred
to Charity
Commission|||| |||||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| |---|---|---|---|---|---|---|---| |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)|| |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| |---|---|---|---|---| |3H Fogndation
Bradbury
Fields
Brainwave||||E500
E500
E3,000| |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'| |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.| |**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'| |: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| ## ## ##