Trustees’ Annual Report for the period
From April 2020 Period start date To April 2021 Period end date
Charity name: The Galanthus Trust
Charity registration number: 1103538
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To make donations to charities in defined areas of work |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
During 20/21 to support a phd student researching into deafness |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Supporting a PhD student researching into deafness Benefits will be derived if the research is successful |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See annual accounts |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold family charitable funds to enable us to support relevant charities |
| Amount of reserves held | Para 1.22 | £256,839 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
Family Charitable Trust | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointed by resolution of a meeting of two or more trustees |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Galanthus Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | |
| Charity’s principal address | Pile Oak Lodge Donhead St Andrew Shaftesbury SP7 9EH |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Simon Rogers | ||||
| Matthew Rogers | ||||
| TobyRogers | ||||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Simon Francis Rogers
Position (eg Secretary, Chairman Chair, etc)
Date
12/3/24
| Charity Name Galanthus Trust |
Charity Name Galanthus Trust |
Charity Name Galanthus Trust |
No (if any) 1103538 |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 4/1/2020 |
To | Period end date 3/31/2021 |
||
| Section A Receipts and payments | |||||
| A1 Receipts Donations received 140,000 Bank interest 421 - - - - - - 140,421 - - Sub total - Total receipts 140,421 A3 Payments Donations 22,000 - - - - - - - - Sub total 22,000 - - Sub total - Total payments 22,000 Net of receipts/(payments) 118,421 A5 Transfers between funds - A6 Cash funds last year end 138,418 Cash funds this year end 256,839 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 140,000 421 - - - - - - 140,421 - - - 140,421 22,000 - - - - - - - - 22,000 - - - 22,000 118,421 - 138,418 256,839 |
Last year to the nearest £ |
|
| - | 140,000 | - | |||
| - | 421 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 140,421 | - | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 140,421 | - | |||
| - | 22,000 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 22,000 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 22,000 | - | |||
| - | - | 118,421 | - | ||
| - | - | - | - | ||
| - | - | 138,418 | - | ||
| - | - | 256,839 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details Bank balances Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 256,839 - - 256,839 OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval
| Charity Name Galanthus Trust |
Charity Name Galanthus Trust |
Charity Name Galanthus Trust |
No (if any) 1103538 |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 4/1/2020 |
To | Period end date 3/31/2021 |
||
| Section A Receipts and payments | |||||
| A1 Receipts Donations received 140,000 Bank interest 421 - - - - - - 140,421 - - Sub total - Total receipts 140,421 A3 Payments Donations 22,000 - - - - - - - - Sub total 22,000 - - Sub total - Total payments 22,000 Net of receipts/(payments) 118,421 A5 Transfers between funds - A6 Cash funds last year end 138,418 Cash funds this year end 256,839 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 140,000 421 - - - - - - 140,421 - - - 140,421 22,000 - - - - - - - - 22,000 - - - 22,000 118,421 - 138,418 256,839 |
Last year to the nearest £ |
|
| - | 140,000 | - | |||
| - | 421 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 140,421 | - | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 140,421 | - | |||
| - | 22,000 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 22,000 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 22,000 | - | |||
| - | - | 118,421 | - | ||
| - | - | - | - | ||
| - | - | 138,418 | - | ||
| - | - | 256,839 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details Bank balances Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 256,839 - - 256,839 OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval