Trustees’ Annual Report for the period
From April 2021 Period start date To Period end date
April 2022
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 21/22 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 | £389,960 |
| 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 a 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 GalanthusTrust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1103538 |
| 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 | Chairman | |||
| 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
12/03/24
Charity Name No (if any) Galanthus Trust 1103538 Receipts and payments accounts CC16a For the period Period start date Period end date To from 4/1/2021 3/31/2022
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Donations received 120,000 HMRC tax refund 35,000 Bank interest 121 - - - - - 155,121 - - Sub total - Total receipts 155,121 A3 Payments Donations 22,000 - - - - - - - - Sub total 22,000 - - Sub total - Total payments 22,000 Net of receipts/(payments) 133,121 A5 Transfers between funds - A6 Cash funds last year end 256,839 Cash funds this year end 389,960 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 £ 120,000 35,000 121 - - - - - 155,121 - - - 155,121 22,000 - - - - - - - - 22,000 - - - 22,000 133,121 - 256,839 389,960 |
Last year to the nearest £ |
| - | 120,000 | 140,000 | ||
| - | 35,000 | - | ||
| - | 121 | 421 | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | 155,121 | 140,421 | ||
| - | - | |||
| - | - | - | ||
| - | - | - | ||
| - | 155,121 | 140,421 | ||
| - | 22,000 | 22,000 | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | 22,000 | 22,000 | ||
| - | - | |||
| - | - | |||
| - | - | - | ||
| - | 22,000 | 22,000 | ||
| - | - | 133,121 | 118,421 | |
| - | - | - | - | |
| - | - | 256,839 | - | |
| - | - | 389,960 | 118,421 |
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 £ 389,960 - - 389,960 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 |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
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| - | ||||
| - | ||||
| Current value (optional) |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval
(HARITY (OMMISSION I Independent examiner's report on the FOR ENGLAND AND WALES 5 accounts Section A Independent Examinerfs Report Report to the trustees Galanthus Trust On accounts for the year ended 31 march 2022 Charity no {if any) 1103538 Set out on pages I report to the trustees on my examinatr'on of the accounts of the above charity (Ihe Twsl") for the year ended Responsibilities and basis of report As the charity's truslees, you are responsible for the preparatn of the accounts in aOrd8n with the ulrnents ofthe Charities Act 2011 {Yhe Acr). I report in respecl of ry examinalion of the Trusl's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515){b> of the A(* Independent examinerfs statement I have completed my examinat. I confirm that no material matters have come to my attenlion in connection wrth the examination which gives me cause to believe that in, any material respect.. the a(Lounting records Vre not kept in accordance with section 130 of the Charities Act." or the accounts did not accord with the accounting e0rd$., or the a0untS did not comply with the applible requirements conceming the fotm and content of accounts set out in the Charities (Accounts and Reports} Regulations 2008 other than any requirement that the accounts give a 'true and fair, vTrew which is not a matter congdered as part of an independenl examination. I have no cOnm5 and have come across no other matters in connection wrth the examinatKin to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Date: 0810312024 Name: Warren Taylor Relevant professional qualificalionls} or body lif any): Chartered Instr(ute of Taxation Address: 12 St Vigor Way. Coklen Common. S021 1 UU IER Oct 2018
Section B Disclosure Only wmpiete If ihe examiner needs io highlNJht material matters of conr {see CC32, Independent examination of charity accounts". directions and guidan for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018