2023-04-01-accounts

Trustees’ Annual Report for the period

From April 2022 Period start date To Period end date

April 2023

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 22/23 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	£544,038
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

13/03/24

Charity Name No (if any) Galanthus Trust 1103538 Receipts and payments accounts For the period Period start date Period end date To from 4/1/2022 3/31/2023

CC16a

Section A Receipts and payments
A1 Receipts Donations received 150,000 HMRC tax refund 30,000 Bank interest 1,578 - - - - - 181,578 - - Sub total - Total receipts 181,578 A3 Payments Donations 27,500 - - - - - - - - Sub total 27,500 - - Sub total - Total payments 27,500 Net of receipts/(payments) 154,078 A5 Transfers between funds - A6 Cash funds last year end 389,960 Cash funds this year end 544,038 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 £ 150,000 30,000 1,578 - - - - - 181,578 - - - 181,578 27,500 - - - - - - - - 27,500 - - - 27,500 154,078 - 389,960 544,038	Last year to the nearest £
		-	150,000	120,000
		-	30,000	35,000
		-	1,578	121
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	181,578	155,121
		-	-
		-	-	-
		-	-	-
		-	181,578	155,121
		-	27,500	22,000
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	27,500	22,000
		-	-
		-	-
		-	-	-
		-	27,500	22,000
	-	-	154,078	133,121
	-	-	-	-
	-	-	389,960	256,839
	-	-	544,038	389,960

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 £ 544,038 - - 544,038 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 COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Galanthus Trust On a¢¢ounts for the year endod 31 march 2023 Charity no (rf any 1103538 Set out on pages l ￿port to the trustees on my examIna￿n ofthe accounts of the above charity llhe Tru￿ for the year ended 10312021. Responsibilitios and basis of report As the charity's trustee5. you are resp)ngble for the preparation oflhe accoun1$ in accordance with the requirements of the Charities Act 2011 (Ihe A￿. I report in respecl of my examination of the Trust's accounts carried out under seclion 145 of the 2011 Act and in carying out my examination, I have followed all the applicab￿ Directions given ty the Charity Commission under sectK>n 145(5)(b) of the Ad. Independent examinerfs statement I have completed my eXaminat￿n. I confinn that no material matters have come lo my attention in ￿nnectIOn with the examinatM)n which gNes me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord wrth the accounting records,. or the actt)unts did not Comp￿ wrth the applicable requirements con￿mIng the fonn and content of ac(X*unts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no conceffls and have come across no other matters in connection wtth the examination to which attention should drawn in this report in Order to enable a proper understsnding of the accounts to be reached. Signed.. 08103f2024 Nam?: War￿n Taylor Relevant professional qualification{s) or body (if any}: Chartered Ir￿litUte of Taxation Address." 12 St Vigor Way. Coklen Common. S021 1UU IER Oct 2018

Section B Disclosure Only complete If Ihe exgminer needs to highlight mateiial matters of concarn {see CC32, Independent examination of charty a¢¢ounts'. directions and guidance for examinersl- Give here brief details of any items that th• oxaminer wishes to disclose. IER Oet 2018