Douglas Compton James Charitable Trust CbarltyNum. 1091125 for tbe year ded 5 April 2024
Douglas Compton James ChArltable Trust Index to the Flnandal Statsments Pige Bfjlance She4¢ 9-13
Dougla8 Compton James Charltable Trust Charity inforniation R C OD8ley P J Hurnphrey TJRthl KM L Di¢k8on 1091125 ' Colrnore BuildiD8 B4 6AT The Old Town Hall Market Pl¢ PE8 4BA Solldto in¢ent Syke8 & tLP NN14 41N Thc Old Town Hall Markct Place PE8 4BA
Douglai Compton James Charltsble Trnjt Trn8tse81 Report for the year ended S Aprll 2024 The ¢harity 18 govefDal by L t deal dated 24 Febru 1997 Ind wa8 TeBi8tual witb the Crity COMMoll on 14 March 2(M)2. r¢p•tsntson number 1091125. RC Ollsley P J Humphry TJReed K M LDl¢k80n been ea¢ablishe4 to mitiwe the ri8k8 the cbaTity on all levd4 fillid and o0lltr. ObJ¢¢llTh And Aed tnMlee8 8hall hold the rAPital oDd of the IN8t thd upoft trort: a8 to th incom¢ and all or such or pllrt8 of the capital as tr¢ founts may by notice in wryitin8 to tbe tnkn d¢kniDe for or towards such obieth and in any part of the vxrld aDd to mak¢ donation8 to clwitable Ill810 or in8titulion8 at timc or time8 in SLwh m8Dntt a8 the founder may from timc to time by a Ilk¢ nolice b) subiert to ond in defautt of w 8ucb diTXtion aDd insofar a8 any 8u¢h directi16 not to apply the income alld all or part or parts of the wllal 08 the tnx¢ee8 sball in their ab8olutc diKrtion aThl Withunl1 de¢ision think PTopcr for or th¢ SUPPt by don•tiom or subtyions of all or w¢h one or more exclu8ivdy of otkn or (rtbu aThl ill the genmlity of the for¢goin8 word6) ony fimd or fundB of th¢ St Qispin Indg¢ No. 5627 of thc Crnft prety at
Douglai Compton James Charitable Trust Trn8tees' Report for the year ended S Aprll 2024 ll) any public clwiti¢s or wtolly dwitable fiuth lch in thc opinion of the Ththe8 8hall be vmrthy of 8UP IRrt so that evay Such donation or subsLYiption sball (vAKnever powThle) be given in the nlle of the said St Cknspin IAd8e ?th the addition of the words Tr Compton Iama CharAtable ThIKV and any ri8bt of voting or Ot1 privllege arising by reuon of any 8u¢h th8¢riptioD or donati(m 8boll (if p088ible) be valed in the Worsbipm Master for the time b¢ln8 of that or other thc pr( per80n or p¢Tron8 on belmlf of th¢ 8Aid Lodge provided that the TTUSteeB njay in their abwlute di8¢tetion in8t¢ad of applying th¢ income of the Gharity in any year ac¢umukn all or any part of such iwome a8 an accretion to and 88 part of the of the Charlty thout pttiudice to the right of the Tn¢ to apply the ith)le or any part of a¢aated incomc in any 8llb8eqt )rar a8 ifthe fjonw wer¢ incoll of the Clwity aTi8ing in the tben Revlew olAcdbrfd rth0 yollr. th¢ thirity was able to 8ive £172,403 (2023 - £140,885) in 8rth and donations lo 43 (2023- 32) charitable or8aDi8atiOD8 aB detsiled in note 3 to the accounts. The board oftThi8tee8 have aamin¢d the tharity8 renTCrn for re8erves in light of the nuin ri8k8 to the or8ani8ation. provide fund8 which can be deSllat to wific Proj1810 ejwble the8e projects to b¢ uthaken ot short noticA' llnd i) avoid the ne¢e89ity of r¢alisin8 inv¢8tillth at Bhort notic li . buTsari&g at the Stephen Peffe F¢)wxlthon and wdlin8b0r(Sh School theje to b¢ aForoxW £IIO.INJO allertaking into occount th¢ ¢xpe¢ted income dwing the yeor. The levcl of rc8rve8 18 monitored and reviewed by th¢ tru8ter8 aDDU8lly.
Dougla8 Compton James Cbarltable Trn8t Trustee81 Report for the year ended 5 Aprll 2024 DonAdox •trat• The tsvrt deed provide$ for the of bothMa80ni¢ ard Pub]i¢ Charitse4. ¢ 8bown inNotc 3 to the aoUnt•. Donfition8 can bamath dlrectiy to Nfa80nic ¢baritable obJA both lo1 and ])atiornL by the Irubte48. 8hould be rw¢#¢41 from appli¢ant& Iru81¢e¢ objyeS when ¢ornidcrAn8 tk [te0110 a8 a whole.
Douglas Compton James Charltsble Th18t Trustees, Report for the year ended 5 April 2024 Statement of ReonlI0• Th¢ tACeS are respo?>1¢ for pryaring thc Thkn, Rwt and the flnanciai stateme$ in rdalle% with app]ile ]aw and The law appli¢abl¢ to ¢haritie8 in En8land and Wal¢8 rwir¢8 th¢ Iru8teeB to prqjare financial statemth for each financi year which Bive a tnx and fair vicw of the tht¢ of affw8 of the thity ond of the ift1ng re40ur¢e8 *KI applicatkon of reJour¢w of tbe tsity for that puio 8eknt suitablc accountiDg policie8 and applythem c4)n8i8l¢ntly. ll) ob8erve the m&hod8 and prin¢iple8 in the Cbarities SORP; iv) 8tats whthr appli¢abl¢ a¢¢18 have b¢¢ll follorf Subj to any mat¢rial d¢pwtsre8 Ib8cIo8ed and eXplnl in the financial statement v) pr¢par¢ thc financial statem8 on a gOiDg concun bA8i8 unle48 it 18 inappropth to that th¢ trwt will ¢ontinue to Th¢ tntste¢8 are re6ponsible for keq)in8 prw acuntIng rccords which dI108C with reamable accuraey at any time the fin•ncial position of the charitable trust and to enable them to en8ure tbat the fJnan¢ial statvmethB )MplY with the Charitie8 Act 2011. the Cbority (A¢¢ounts and Rwrts) Re8ulations alld the provi8ioDs of th¢ tru81 deed. They are al80 reYrnl¢ for $ofeguar the a88ds of tbc dwity and hence for taking reth)nable • for the Prev110n and d¢te¢tion of fraud and other irregularitie& Si8nol on bchalf of the boAnl of tru8tee8 Rcongl (Jg/&L
Independent Examinerls Report to the trustees of Douglas Compton Jame$ Charltsble Trust I ry)rt on the accouDts of the thity for the y¢Ar ¢nd¢d S Aprll 2tr24. Thc chrlty's truths that audit IB not requirnl for thi8 yeor llDd 84¢tim 144 of the Chorits Act 2011 (thr follow the laid down in th¢ (knller Dtrection8 8iVeL by the Charity comoll (unts wtion 145(5Xb) of It a180 i]U ¢on6iderntion of any items or diu¢lo8ures in the accounti and se¢kDg explaDlltiOn8 frnm you the tru8t¢e8 which siv¢J me rea60nknle ¢ause to believe that, in rthial r* the trLtst¢e8 ha not met the to proper a¢¢mting record8 aye kw in accordw with tIOn 130 of the Charitie4 A¢ and The Old Town Hnll Markct Place PE8 4BA
Douglas Compton Je8 Charitable Thist Statement of Flnanclal A¢dvlde8 for the year ended 5 Aprll 2024 Nots Expendab Dd TotAI 2023 24 INCOMtNG RLSOURCES 175,834 175,834 150.647 RESOURCES EXPENDED Cboritsble 8¢livitie8 172803 172h03 43,783 4.830 9.378 140,885 41160 4,500 5,972 43,783 4830 9,378 [£821 Fcc8 186.611 43.783 230.394 193.517 (10,777) (43,783) {54A60) (41870) including glin8 and108Bc8 531945 531,945 (222,805) Net Jnconx l (d•fidt) for the yur (10.777) 488,162 477J85 (265.675) 271.060 6.879.882 7.1511942 7A16ffj17 260,283 7?68,044 7.628,327 7,130.942 Th¢ wt¢s onp8gc4 9 to 13 forni part of the4¢ aLYount8
Douglas Compton James Charitable Trnst BAlance sheet a8 at 5 Aprll 2024 YJ23 FJXKDA&SETS 7J9j166 7.595,566 7,11&986 7.121386 Debtor8 25.805 22.786 17,914 25.851 48.591 43,765 7,644,157 7.166.151 SS: CREDITORS 15.830 15209 7028J27 7J50J42 7J6&044 6179.882 260283 271.060 7W27 7,15W2 TJReed 1g/iY The not48 on py 9 to 13 form oflhx rrtu)unts
Douglas Compton Jame8 Charitable Th18t Notss to the accounts for the year ended 5 Aprll 2024 The prI1paI arKountin8 policie8 qwli¢d in the prepaMion of th¢8¢ fina1 State4 are 8et out below. Thege polici app]icable in the UK and Repub]ic of Ireland (TRS102) . (Cbarities SORP (FRS102)A the Financlal Reporti Standard app]i¢abl¢ in the UK and R¢publl¢ of Jr¢land IFRS102). The thqrity me£ts the defiDition of a public benefit cntity UDdtz FRSiO2. 8hown in the Statement of Financial Activitia. ClJaTitablc cxpcndits]re compii8e8 th0 6t6 incurred by the in the ddivery of its ivitie4 and 8¢rvi¢e8 for its beneficAarie8. It inchmlea both co81$ that w be allo¢at¢d (¥rtty to 8u¢h activiti and tl¥)Be co5 of an indirt nature UDreict¢d fimd8 ¢an be u8al in accordance with the charitable objertiv¢8 at th¢ dire¢lOn of the T¢¢¢8. Tr w10dle ¢ndoMn¢nt fimd the donated capitsl of th¢ charity and 18 Inv¢d to produ thc inLXJll
Douglas Compton Jamej Charltable Trust Note8 to the accounts for the year ended S Aprll 2024 T¢)tsl 2023 2024 Divid•n&- UK llIoI and unit trust8 Dlvidend8. quldeB 85,310 10,143 34,821 21533 11,095 8.159 3.773 175.834 85JiO 10,143 341 22J33 11.095 8,159 3.773 175,834 94.493 9J94 19323 14272 10.157 2308 Jnt¢re8t. Unlt Ilwol truit dlvldtad8 Srxurltle8 Income 150.647 T(thl 2023 2024 1.0 2,000 1,0 1,000 I,ofy) i.0 2,(M)O 1.000 Brlt16h Ral Cros• Cr8DdeyHoApir C)llthla spe] Holp 1.0 1.0 1.000 2,000 1,000 1,0 10,0 DBCre ThtY & Swla EACH East Nortbants Headway 1,000 1,0 1.000 Fall Jhy S¢rvice6 iTh)o 3.¢XIO ioc 3,OC 3.0 GTafhBm Watsr Sailabllity 1.000 I00 1,000 2.000 1.000 MRGknI]an C4nkY Tnut IAM)o MS Thrapyckntre MrsFC Nene VallryC&Te Trnrt Nevill Holt (*wa 2,000 3,OIKI 3,000 1.0 1000 2000 3.0(M) 3IrfJO 10
Douglaj Compton Jame8 Charltabje Trust Note8 to the aecounts for the year ended 5 Aprll 2024 Cbarltsble *dlth- grafjts and donAtloni (tODlln••d...) xpendfjbk Totsl Total 2fj24 2024 Papworth Thit 1,000 1,000 1.0 i.O(KJ 1.0 1000 PSA (TrdAmiC) 2MOO 5.0(K) 2.oc 5,000 RfTh 169 1.000 1.000 £000 4JOO l.O(K) 1000 00 2.000 1.000 1000 1.000 41592 2.0(M) St JohDS Ambulance 1,000 41592 1,000 54,671 50C The 3 Pillars, Fethg the Hom¢le48 The Northants Musi¢ & Pwformins Art8 Tn#t Thg NortbaDts & Hunts MCF 2024 Festival The Solvation Anny LNorth8rn) 20,000 1.000 1.000 000 36.311 20.IXXI 1.000 6,OC 36.311 1,0 1.000 31214 1.000 Wellin8bomu8b S¢hool Wildlife for Bed8. Camb8 aDd Nortlwts 172W3 172A03 Tr tru8teeB rK¢ived no emoluments (2023 . £11% TknAng thc Far, travd expaw8 totslling 121r23 .. 11) Tanble fflxed aH¢ts Th¢ own8 * land 58 Headlands Kett01 It 18 in¢hMkd in thc accounts at a c08t of £3.400. The aTe of the opinion that it would not be of b¢n¢fit to have this TrlUed. 11
Douglas Compton Jamu CharltAble TnMt Nots8 to the accounts for the year ended 5 Aprll 2024 2Q24 T(rtAI 2011 T(thl volu¢ at 6 Ap 7.056.461 724A176 SX18.337 1,191,606 (1.03&483) (1.158 J10 531,945 (222,805) Di8pog818 7A6I260 7.056,461 5.298J36 5,15J,967 No investm¢ witbln the Po0 r•NeI¢ntedmoreth IO% of the total mtht It S Apnl 2024. 2023 Totsl TotAi UK ¢qulde• 1,39lJ21 3,343.090 1,613391 1.106258 1.706,776 330.890 1?06A31 1.012J64 UK and fjxfAI Intffert Mtht VAlue at 5 April 7A60260 7M56A61 I0110 131906 62.525 7.592.166 7,11&986 2024 25.805 17,914 25.805 17914 12
Dougla8 Compton Jame8 Clw4tsble Trust Note8 to the accounts for the year ended 5 Aprll 2024 2024 2023 lJ.830 15209 l5,830 15209 10 D*nd# Net 271060 (10.777) 260283 A879W2 48&162 7.36&044 7.150.943 477.384 7.628.327 b¢tsv¢en MOvent fanth oureoi 175.834 (18A611) (iQ7 (43,783) 531.945 48&162 175.834 531.945 477.385 13