## **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** |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** 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