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← The Galanthus Trust

2024-04-01-accounts

Trustees’ Annual Report for the period

From 1[st] April 2023 Period start date To 31[st] March 2024 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 23/24 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 £787,446
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 Galanthus Trust
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

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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 20/11/24

Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~		 Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~		 Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~		 Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~		 Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~		 Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~		 Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~		 Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~		 Charity Name
No (if any)
CC16a
Galanthus Trust
1103538
Receipts andpayments accounts
Period start date
To
Period end date
4/1/2023
3/31/2024
For the period
from
~~ee ee ee ee_~~
Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations received 178,000 - - 178,000 -
Bank interest 10,908 - - 10,908 -
Gift Aid tax refunds 82,000 - - 82,000 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) 270,908
(Gross income for AR)		 - - 270,908 -
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts 270,908
-
-
270,908
-
A2 Asset and investment sales,
(see table).
~~——————~~
A3 Payments
Donations 27,500 - - 27,500 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total 27,500 - - 27,500 -

A4 Asset and investment purchases, (see table) - - - - - - - - Sub total [ - ] - - - - ~~——=——=—=~~ Total payments 27,500 - - 27,500 - Net of receipts/(payments) 243,408 - - 243,408 - A5 Transfers between funds - - - - - A6 Cash funds last year end 544,038 - - 544,038 - Cash funds this year end ~~===>~~ 787,446 - - 787,446 ~~=~~ -

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 £
787,446
-
-
787,446
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 accounts for the year ended 31 March 2024 Charity no (if any) 1103538 Set out on pages {rpw,embe-. Ic ivlJde t?- paoe p.uiibè.rs of adailir)nai sho.?rs1 I report to the twstees on my examination of the accounts of the above chanty (Ihe Trust.) for the year ended . Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordan￿ wrth the requirements of the Charities Act 2011 (￿he Ad"). I report in respect of my examination of the Trusf s accounts (Xrried 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 14¥5>(b) of the Act. Independent tThe charity's gross income exceeded £250,000 and l am qualrfied to exam inerfs statement undertake the examination by being a qualified member of [insert name of applicable lisled body]]. Delete [ ] rf not applicable. I have completed my examination. I confinn that no material matters have come to my attention in connection with the examination (other than thal disclosed below ') which gives me cause lo believe that in, any material respect.. the accounting records were not kept in accordan￿ wrth section 130 of the Charitses Act: or the accounts did not accord with the accounting records. or the accounts did not cornp￿ with the applicable requirements conceming the forn and content of accounts 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 concems and have come across no other matters in conneclion with the examination to which attenlion should be drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the words in the brackets rf they do not apply. Signed: Date: 0811112024 Name: Warren Taylor Relevant professional qualification(s) or body Chartered Institute of Taxation IER Oct 2018

(if any): Address: 12 St Vigor Vlay Colden Common S021 1UU Section B Disclosure Only complete If the examiner needs to highlight material matters of conTrrn (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018