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|SETTLOR||Kathleen
Beryl Sleigh|||||
|---|---|---|---|---|---|---|
|MAIN DEEDS||Will dated 19May 1998|||||
|||Appointment
dated 7 March 2000to|||exclusively||
|||Charitable
Trusts|||||
|TRUSTEES||Jonathan
Michael Picken|||||
|||Hazel Anne French|||||
|||Solicitors of William Sturges
LLP|||||
|SOLICITORS||William Sturges
LLP|||||
|||Burwood
House, 14-16Caxton||Street|||
|||London SW1H OQY|||||
|INDEPENDENT|EXAMINER|Kelly Stevens ACA|||||
|||8 Stephenson
Drive|||||
|||Bishops Stortford|||||
|||Hertfordshire|||||
|||CM23 2YU|||||
|MAIN TERMS||The trust is derived
from the estate of Kathleen|||||
|||Beryl Sleigh, who died|8August|1998,created||by|
|||appointment
offunds from the||discretionary||trust|
|||of residue established|by her Will (via||various||
|||Deeds ofAddition/Deeds
ofAppointment).|||||
|||The trustees
hold the funds upon trust for exclusively|||||
|||charitable objects and|purposes|in any part ofthe|||
|||world as they think fit.|||||
|SOURCE OF FUNDS||Miss Sleigh owned the|mineral|rights|in part ofthe||
|||Cauldon
Low Limestone|Quarry,|Staffordshire|||
|||and these are the main|source|ofincome and||of|
|||funds for the Charitable|Trust.||||
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|||||2023|2022|
|---|---|---|---|---|---|
|FIXEDASSET INVESTMENTS at valuation||||||
|Limestone at Cauldron|Low, Stafford|||3,300,000.00|2,500,000.00|
|Interest
in quarry adjoining
Cauldron|||Low|15,000.00|15,000.00|
|||||3,315,000.00|2,515,000.00|
|Write down
in value|||||(1,440,000.00)|
|||||3,315,000.00|1,075,000.00|
|CURRENT ASSETS||||||
|Cash held at William Sturges||LLP||||
|Designated
deposit||||126,952.04|155,138.96|
|Client account||||||
|||||126,952.04|155,138.96|
|Less: Creditors||||||
|William Sturges
LLP fees (22/23)||||(4,200.00)|(5,400.00)|
|John Chivers Commercial||Ltd fees||(2,040.00)|(1,920.00)|
|John Chivers Commercial||Ltd valuation|fee||(1,200.00)|
|Tittensor and Co Ltd fees||(22/23)||(900.00)|(900.00)|
|||||119,812.04|145,718.96|
|NET ASSETS||||3,434,812.04|1,220,718.96|
|UNRESTRICTED FUNDS||||3,434,812.04|1,220,718.96|
|On behalf ofthe trustees,|we|have read and approve||these accounts.||
|Jonathan
Picken||||||
|pygmy
OS LQ ~$||||||
|Hazel French||||||
|Date
C6 . [Q.23||||||
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|||||2023||2022|
|---|---|---|---|---|---|---|
|INCOMING
RESOURCES|||||||
|Rental income received||||436,339.94||186,853.77|
|Deposit interest - William|Sturges|LLP|||||
|Gross||||1,393.14||17.74|
|TOTAL INCOMING
RESOURCES||||437,733.08||186,871.51|
|RESOURCES EXPENDED|||||||
|CHARITABLE EXPENDITURE|||||||
|Grants paid
in year||||456,500.00||202,000.00|
|OTHER EXPENDITURE|||||||
|William Sturges
LLPfees:|||||||
|Trust administration|22/23||4,200.00||5,400.00||
||||4,200.00||5,400.00||
|Tittensor and Co Ltd accountancy||fees|||||
|Accounta ncy 22/23|||900.00||900.00||
|John Chivers Mineral agent|||||||
|Valuation fee|||||1,200.00||
|Annual fee|||2,040.00||1,920.00||
|||||7,140.00||9,420.00|
|TOTAL RESOURCES EXPENDED||||463,640.00||211,420.00|
|NET INCOMING
RESOURCES||||(25,906.92)||(24,548.49)|
|TOTAL FUNDS BROUGHT|FORWARD|||1,220,718.96||1,605,267.45|
|WRITE DOWN
IN VALUE OF QUARRY||||||(360,000.00)|
|REVALUATION
IN VALUE|OF QUARRY|||2,240,000.00|||
|TOTAL FUNDS CARRIED FORWARD||||3,434,812.04||1,220,718.96|
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|||2023|2022|
|---|---|---|---|
|Royal College of Music||20,000.00|10,000.00|
|Royal College of Church|Music|20,000.00|10,000.00|
|RSPB||20,000.00|10,000.00|
|RNLI||20,000.00|10,000.00|
|RNI B||20,000.00|10,000.00|
|Safe Anaesthesia
Worldwide||20,000.00|10,000.00|
|Salvation
Army||20,000.00|10,000.00|
|Sightsavers
International||20,000.00|10,000.00|
|Wetland
g Wildlife Trust|Slimbridge|20,000.00|10,000.00|
|Butterfly Conservation||20,000.00|10,000.00|
|Winchfield
Music Festival||10,000.00||
|English National
Opera||20,000.00|10,000.00|
|Young Classical Artists trust||20,000.00|10,000.00|
|British Wireless for the Blind Fund||4,000.00|2,000.00|
|Age UK||15,000.00|5,000.00|
|Mind||15,000.00|5,000.00|
|Trussell Trust||20,000.00|5,000.00|
|Tax Aid||10,000.00|5,000.00|
|Refuge||20,000.00|5,000.00|
|Spinal Muscular
Atrophy|(SMA)|5,000.00||
|Bat Conservation
Trust||5,000.00||
|Somewhere
House Somerset||5,000.00||
|Compass Choir||5,000.00|5,000.00|
|Safe Families for Children||5,000.00||
|Shift MS||5,000.00||
|Concern Worldwide||5,000.00||
|Sense||5,000.00||
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||||||2023|2023|2022|
|---|---|---|---|---|---|---|---|
|Southwell
Music Festival||||||5,000.00||
|Open Up Music||||||5,000.00||
|ICAN Speech ik Language|UK Charity|||||5,000.00||
|Hearing
Dogs for Deaf People||||||5,000.00||
|Wheels 2Work South West||||||5,000.00||
|Criminon
UK Charity||||||5,000.00||
|The Royal Leicestershire|Rutland||And Whcliffe Society||fo|5,000.00||
|Lennonx Children's
Cancer Fund||||||5,000.00||
|Bishop Creighton
House||||||2,500.00||
|Seeing Dogs||||||5,000.00||
|People First LTD Charity||||||5,000.00||
|West Dean College Scholarship|||Fund|||5,000.00||
|Great Ormond Street Hospital||Children's||(GOSH)||5,000.00||
|Macular Society|||||||10,000.00|
|MACS|||||||5,000.00|
|Royal Society for Blind Children|||(RSBC)|||10,000.00|5,000.00|
|St Mungo's||||||10,000.00|5,000.00|
|Autistica|||||||5,000.00|
|Special Needs and Parent|Support Yorkshire||||||5,000.00|
|Willow Foundation|||||||5,000.00|
|Exmoor Calvert Trust|||||||5,000.00|
|Blind Veterans
UK|||||||5,000.00|
|||||||456,500.00|202,000.00|
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