## **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