DAVID AND JUUAHUNTER CHARITABLE TRUST TRUSTEES. ANNUAL REPORT AND RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED APRIL 2024 Hetherington and Co Chartered Certified Accountants and R8gist8red Auditors 289 Gen Lanes, Palmers Green London N13 4XS
Trustees. Annual Report for the period Period start date Period end date 2023 05 2024 From To Section A Reference and administration details Charlty name David and Julia Hunter Charitable Trust Other names charity is known by Registered charity number (If any) 1088962 Charity's principal address 28 Hendrick Avenue London Postcode SW12 8TL Names of the charity trustees who manage the charity Dates acted if not for whole ar Trustee name Office (rf any) Name of person (or body) entitled toa int trust&& ifan Alexander Dounie Hunter Jeremy Haig Hunler Dominic F<alfe Cecil Evans-Freke Sam Hugh John MacDonald Names of the trustees for the charity, if any, (for exarnple. any custodian trustees) Name Dates acled if not for whole ear TAR March 2012
Names and addresses of advisers {Optlonal Information) e of adviser Name Address Inveslment advisors , Evelyn Partners 45 Gresham Street. London. EC2V 7BG Name of chlef executive or names of senior staff members (Optional infomiation) Section B Structure, governance and management Description of the charity's trusts Declaration of Trust Type of governing document How the charty is constrtuted tri til, -?•$ j)ciation. conipanyl Trust Trustee selection Methods Resolution of the Trustees Additional govemance issues (Optional information) You may choose to include additional information, where relevant. about: policies and ProdureS adopted for the induction and training of trustees" the charty's organisational structure and any wder network with which the charity relationship with any related parties,. trustees. consideration of major risks and the system and procedures to manage them. Section C Ob"ectives and activities To pay Come or capital to charitable instttutions for charitable objects. Summary of the objects of the charity set out in its governing document TAR Match 2012
Grants and donations totalling £197.000 (2023: £196,000) were made during the year to charitable institutions for charitable objects. The Trustees have had regard to the guidance issued by the Charity Comtnission on public benefiL Summary of the maln activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Additional details of objectives and activities (Optional Information) You may choose to include further statements. where relevant, about: policy on grantrnaking" policy programme related investment" contribution made by volunteers. TAR March 2012
Section D Achievements and performance Grants and donations totalling £197.000 (2023.. £195,000) were made during the year to charrtable institutions for charitable objects. Summary of the main achievements of the charity during the year TAR March 2012
Section E Financial review Brlof ststement of the charity5 policy on reseNe5 The Twstees aim to make grants each ye* amounting to 10% of the capital of the fund. The Trustees therefore do not anlicFpate that the income will be accumulaw over the long term Details of any funds materially in defi¢lt Further financial review details {Opll¢)nal infonnthn) The Trustees congder all grant applications on t1r merits. You may choose to Indude additional infonnation, vthere levant abouL' the chatity's principal sources of fijnds (IndudiTr3 any fvndraising),. how expenditure has supported the key objectives of the charity; investment policy and objectives includlng any ethical investment policy adopted. Investtnent risk Is hedged ty nvestment In a spread of investsnents and by active management. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on bohalf of the clmrltys trustees Signature(s) Full namqs) Position (eg Secretaryi Chair. etc) ALEXANDER DOUNIE HUNTER SEcRARy TAR Marth 2012
CHARITY COMMISSION FOR ENGLAND ANQ WALES David and Julia Hunter Charitable Trust 10889F2 Receipts and payments accounts CC16a For the pertod from To IW04R023 051Q4MI24 Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last ygar tr• th8 nearest ) lh• nparest£ to the nearn$t £ to1ho n88r8St £ to the n**St £ A1 ReIpts Invèstment Irtome 30,655 27,054 Fol9n CYrnCy 16,742 Sub total (Gmss income for AR) A2 Asset and Investment sales. (see table). 4&796 Proceeds on in¥estment sales 256.183 2113 72,931 Sub total 183 183 r2.•31 116.n7 A3Pa ents Dtsnation¥ 197,000 197 198.000 dèpend8nt Examrners, fee vestment managef renewal fee 72 Foreign CufferKy 1.722 Sub total
)1.734 2D1.734 IWIJOD A4 Asset and investment purchases, (see table) PLTrrchase of investtnents 116.839 11 1,162 Sub total 1MA39 11fiW9 1.102 311573 318J73 197.162 Net of recpts1(paYments) A5 Transfers betw8en funds A6 Cash funds last ar end Cash funds th year end 31.735 31.735 8Q.435 74,470 42.735 74470 41735 154.905 74A70 Page 3
Section B Statement of assets and liabilities at the eiid of the period Endowment fund¥ to Mea1£ C•tegorlo8 Dbtalls B1 Cash funds ns Total cash funds 44ns funds funds Detsll$ Currertvak Detsl ¢uThentvalue Dgtails 84 Assets retalnod for the ¢harlty'8 own ni- Details 85 Llabllltles Sthd by onèortD tr7ts18es on beh#Wot all tha ITusl8es Snall prtTrt Name Dal8 of EX D FKJNIER Pqp4
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of David and Julia Hunter Charitable Trust On accounts for the year ended 5° April 2024 Charity no (if any) 1088962 Set out on pages 3and4 I report to the trustees on my examination of the accounts of the above charty ("the Trusn for the year ended 5" April 2024. Responsibilities and As the charity trustees of the Trusc you are responsible for the preparation basis of report of the accounts in accordance wrth the requirements of the Charities Act 2011 (Yhe Acr). I report in respect of my examination of the Twst's accounts carried OLrt under section 145 of the 2011 Act arKt in carying out my examination. I have followed the applicable D1CtionS given by the Charty Commission under section 145(5}(b) of the Acl. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in. any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting rrdS Independent examiner's statement I have no cOnmS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. Please delete Éh8 words in the brackets rf they do not apply. Signed: Date: Name: MARIO KOUREAS Relevant professional qualification(s) or body (If any).. FCCA Address: Hetherington and Co. Second Floor, 289 Green Lanes, Palmers Green, London N13 4XS Section B Disclosure Only complete rf the examiner needs to highlight matters of COnM (see CC32, Independent examination of charty accounts.. directions and guidance for examiners). IER October 2018
Give here brief details of any items that the examlner wishes to disclose. IER October 2018