2025-04-05-accounts - David And Julia Hunter Charitable Trust

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DAVID AND JULIA HUNTER CHARITABLE TRUST

TRUSTEES' ANNUAL REPORT AND RECEIPTS AND PAYMENTS ACCOUNTS

FOR THE YEAR ENDED 5TH APRIL 2025

Hetherington and Co Chartered Certified Accountants and Registered Auditors 289 Green Lanes, Palmers Green London N13 4XS

Charity name| David and Julia Hunter Charitable Trust

Registered charity number (if any)| 1088962

Charity's principal address |28 Hendrick Avenue

Names of the charity trustees who manage the charity

1 Alexander Dounie Hunter
Jeremy Haig Hunter
3 Dominic Ralfe Cecil Evans-Freke
4 | Sam Hugh John MacDonald

Names of the trustees for the charity, if any, (for example, any custodian trustees) [Name SC (Dates acted if not for whole year

TAR

March 2012

Names and addresses of advisers (Optional information)

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|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |Type|of|adviser|Name|Address| |Investment|advisors|Evelyn|Partners|LLP||45|Gresham|Street,|London,|EC2V|7BG| |Name|of chief|executive|or names|of senior|staff members|(Optional|information)|

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Section B Structure, governance and management

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||||||| |---|---|---|---|---|---| |Description|of the|charity’s|trusts| |Type|of governing|document|DEC eIaOOn|eT|| MUSt| |Trustee selection|methods|RS2ee|aioe)|ar ig! Mnstooe| |(eg.|appointed|by,|elected|by| |Additional|governance|issues|(Optional|information)| |You|may|choose|to|include| |additional|information,|where| |relevani,|about:| |e|policies|and|procedures| |adopted|for|the|induction|and| |training|of trustees;| |e|the|charity's|organisational| |structure|and|any|wider| |network|with|which|the|charity| |works;| |e|relationship|with|any|related| |parties;| |e|trustees’|consideration|of| |major|risks|and|the|system| |and|procedures|to|manage| |them.|

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Section C

Objectives and activities

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|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |To|pay|income|or|capital|to|charitable|institutions|for|charitable|objects.| |Summary|of the|objects|of the| |charity|set|out|in|its| |governing|document|

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TAR

March 2012

The Charity Commission in its Charities and Public Benefit Guidance requires that there are two key principles to be met to show that an organisation’s aims are for the public benefit. Firstly, there must be an identifiable benefit. Secondly, the benefit must be to the public or a section of the public. The Trustees confirm that in setting the Charity’s objectives and in planning its activities, they have had due regard to the Charity Commission’s guidance on public benefit when reviewing the Charity’s aims and objectives. Summary of the main The Trustees are satisfied that the Charity has met the activities undertaken for the requirements of the public benefit guidance public benefit in relation to these objects (include within The Main activities undertaken by the charity to further its charitable this section the statutory purpose for the public benefit are to provide grants and support declaration that trustees have | charitable institutions in support of their charitable objects. 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:

e policy on grantmaking;
e policy programme related investment;
contribution made by volunteers.

TAR

March 2012

Section D Achievements and performance of the main Summary : During the year, the Charity received a donation of shares valued at achievements of the charity. £223,958. However,: where. accountsoeare prepared: under the receiptsgsand . payments basis, the Charity Commission guidance precludes recognition during the year : jl . . of such gifts until such time as the asset is sold. The above-mentioned gifted shares were subsequenily sold at a value of £219,905 and the proceeds are included within the total of investment proceeds under section A2. Grants and donations totalling £203,500 (2024: £197,000) were made during the year to charitable institutions for charitable objects.

TAR

March 2012

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Section E Financial review
The Trustees aim to make grants each year amounting to 10% of the
Brief statement of the capital of the fund. The Trustees therefore do not anticipate that the
charity’s policy on reserves income will be accumulated over the long term
Details of any funds materially
in deficit None
Further financial review details (Optional information}
You may choose to include The Trustees consider all grant applications on their merits.
aorefevant about: biformiation, WEST investment; risk is hedged by investment in a spread of investments and
by active management.
e the charity’s principal
sources of funds (including
any fundraising};
e how expenditure has
supported the key objectives
of the charity;
® investment policy and
objectives including any
ethical investment policy
adopted. oe pe
Section F Other optional information
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Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Full name(s) ALEXANDER DOUNIE HUNTER
Position (eg Secretary, Chair, | [SECRETARY]
etc) i
Date 31 Jawufey 227,
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TAR

March 2012

CHARITY COMMISSION FOR ENGLAND AND WALES

Independent examiner's report on the accounts

Section A

Independent Examiner’s Report

Report to the trustees/ | David and Julia Hunter Charitable Trust members of

On accounts for the year | 5" April 2025 ended

Charity no | 1088962 (if any)

| report to the trustees on my examination of the accounts of the above charity (‘the Trust”) for the year ended 5'" April 2025.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Aci”).

| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

independent | have completed my examination. | confirm that no material matters have examiner's statement 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
e the accounts do not accord with the accounting records

| have no concerns and have come across no other matters in connection with the examination to which attention shouid be drawn in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Name: |MARIO KOUREAS

Relevant professional |FCCA qualification(s) or body

(if any):

Address: | Hetherington and Co, Second Floor, 289 Green Lanes, Palmers Green, London Ni3 4XS

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, [Independent examination of charity accounts: directions and guidance for examiners).

IER

October 2018

Give here brief details of any items that the examiner wishes to disclose.

IER

October 2018

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Gy CHARITY COMMISSION
|WEAR? | FOR ENGLAND ANO WALES — [David and Julia Hunter Charitable Trust 1088962
Receipts and payments accounts CC16a
For the period To
from 06/04/2024 05/04/2025
Section A Receipts and payments
Unrestricted Restricted Endowment Total fund iageveds
funds funds funds oat ranes ¥
fothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£
Ai Receipts
ee ee ee | [30,655] |
TP
Foreign Currency es ll
pe Ls| ee |
es ll
po | | CC
ee.| eee ||-|
A2 Asset and investment sales, (see
table).
| [(256,183]
esas
Po |
Sub total | |e
A3 Payments
es
(CE
1 On 2 rd 6XT
po CL| Ee |CC
eses | «8a|
ee es|as
es — = i
es ee ne
eeSub total |Eseeaa|ee eee] es(aes lll
A4 Asset and investment purchases,
(see table)
ee a |-
Sub total] 274,074 |
A5A6 TransfersNet ofbetweenreceiptspayments)[____ 24504]funds JCC {CtC“‘CHHLOUUUUUUCU-("SS (LSC||2iasoq| tC‘Ci‘[- 31,736
Cash funds last year end ee 2 42,735
Cash funds this year end 257,929) [ss |
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Page3

Section	B Statement of assets and liabilities at the	B Statement of assets and liabilities at the	B Statement of assets and liabilities at the	end of the	end of the	period	period
	Categories	Detalis			Unrestricted funds		Restricted funds	Endowment funds
					to.nearest£		tonearest£	to nearest£
B1 Cashfunds							[owns2
			Totalcash funds			= 2a7sza	}
		(agreebatances	batanceswithreceiptsand payments		s	= 5 $		:
					Unrestricted		Restricted	Endowment
					funds		funds	funds
		fistails			to nearest£		tenearest£	to nenrest£
—_
		Details	:		Fund towhich assetbelongs		Gos}(optional)	Currentvalue optional,
			;
		Listed investmets		UnrestrictedFunds
		Details			Fund towhich assetbelongs		. ichmemig	Currentvalue loptiona
					Fund towhich		Amount due	When due
		. Details			liability relates		‘optional	‘aptional
				Unrestricted Funds			1,800
Signedbyone alithetrustees	ortwo trusteeson behaifof	ae	‘ a}Signature ii!		: PrintName ALEXANDERDOUNIEHUNTER
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