The Anson Charitable Trust
Financial statements for the year ended 5 April 2021
Charity number 01111010
The Anson Charitable Trust (charity number: 01111010)
Contents of the report and financial statements for the period 6 April 2020 to 5 April 2021
| Page | |
|---|---|
| Legal and administrative information | 1 |
| Report of the trustees | 2-3 |
| Report of the independent examiner | 4 |
| Statement of financial activities | 5 |
| Statement of financial position | 6 |
| Notes to the report and financial statements | 7-12 |
The Anson Charitable Trust (charity number: 01111010)
Legal and administrative information for the period 6 April 2020 to 5 April 2021
| Trustees: | G Anson |
|---|---|
| K Anson | |
| Principal office: | Lilies |
| High Street | |
| Weedon | |
| Buckinghamshire | |
| HP22 4NS | |
| Registered number: | 01111010 |
| Independent examiner | Michael Price Associates Limited |
| NP-105 ICentre | |
| Howard Way | |
| Newport Pagnell | |
| Buckinghamshire | |
| MK16 9P7 | |
| Bankers | Coutts & Co |
| 440 Strand | |
| London | |
| WC2R 0QS | |
| Solicitors | Tollers |
| 1 Kings Court | |
| Kettering Parkway | |
| Kettering | |
| Northamptonshire | |
| NN15 6WJ |
Page | 1
The Anson Charitable Trust (charity number: 01111010)
Report of the trustees
for the period 6 April 2020 to 5 April 2021
The Trustees present their report along with the financial statements of the charity for the year ended 5 April 2021. The Trustees have adopted the provision of the Statement of Recommended Practice (SORP) ‘Accounting and Reporting by Charities’ issued in March 2005.
Structure, governance and management
Constitution
The Anson Charitable Trust is constituted under a trust deed dated 12 May 2005 and is a registered charity. The charity number is 01111010.
Recruitment and appointment of new trustees
The Trustees who have served during the period and since the period end are set out on page 1. Trustees are appointed by a resolution of a meeting of the Trustees. New Trustees may be appointed at any time but at no time should the number of Trustees exceed six. The Trustees meet at least twice in each calendar year.
Induction and training of new trustees
The Chair of the Trustees is responsible for the induction of any new Trustee, which involves awareness of a Trustee’s responsibilities, administrative procedures, the history and philosophical approach of the charity. New Trustees would also be encouraged to review leaflets and publications by the Charity Commission.
Risk management
The Trustees have a duty to identify and review the risks to which the charity is exposed and to ensure controls are in place to provide reasonable assurance against fraud and error.
Objective and activities
Objective and aims
The objects of the charity are to hold the capital and income of the Trust Fund and to make charitable donations to whoever they think fit.
Significant activities
The Anson Charitable Trust makes donations to other charitable and voluntary organisations which the Trustees think fit or from whom a request for financial support has been made.
Financial review
Reserves policy
The reserves policy is reviewed annually. The Trustees maintain assets for unseen events and use the assets to fund their charitable aims.
Financial review and investment policy
The charity received two large donations during the period from Mr George Anson. These were unrestricted donations and have been used during the year to fund various donations.
Page | 2
The Anson Charitable Trust (charity number: 01111010)
Report of the trustees
for the period 6 April 2020 to 5 April 2021
Trustees responsibilities in relation to the financial statements
The trustees are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
The law applicable to charities in England and Wales, the Charities Act 2011, Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed, requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period.. In preparing those financial statements, the trustees are required to:
-
select suitable accounting policies and then apply them consistently;
-
observe the methods and principles in the Charity SORP;
-
make judgements and estimates that are reasonable and prudent;
-
prepare financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.
The Trustees are responsible for keeping accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Approved by order of the board of trustees on and signed on their behalf by:
George Anson Trustee
Page | 3
The Anson Charitable Trust (charity number: 01111010)
Independent examiners report to the trustees of The Anson Charitable Trust For the period 6 April 2020 to 5 April 2021
I report to the trustees on the accounts of the charity for the year ended 5 April 2021 which are set out on pages 5 to 15.
Respective responsibilities of the trustees and the independent examiner
The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under Section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is required. The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of ACCA.
It is my responsibility to:
-
examine the accounts under section 145 of the 2011 Act;
-
to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and
-
to state whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the general Directions given by the Charities Commission. An examination includes the review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures within the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention:
-
(1) which gives me reasonable cause to believe that, in any material respect, the requirements:
-
to keep accounting records in accordance with section 130 of the 2011 Act; and
-
to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or
-
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Michael Price Associates Limited NP-105 ICentre Howard Way Newport Pagnell Buckinghamshire MK16 9P7
Page | 4
The Anson Charitable Trust (charity number: 01111010)
Statement of financial activities
for the period 6 April 2020 to 5 April 2021
| Note | Unrestricted funds |
Restricted funds |
Total funds |
Total funds | |
|---|---|---|---|---|---|
| 2021 | 2020 | ||||
| £ | £ | £ | £ | ||
| Incoming resources | |||||
| Voluntary income | 4 | 404,982 | - | 404,982 | 250,000 |
| Total incoming resources | 404,982 | - | 404,982 | 250,000 | |
| Resources expended | 5 | ||||
| Costs of charitable activities | 319,691 | - | 319,691 | 330,896 | |
| Governance costs | 629 | - | 629 | 673 | |
| Total resources expended | 320,320 | - | 320,320 | 331,569 | |
| Net incoming resources | 84,662 | - | 84,662 | -81,569 | |
| Total funds brought forward | 85,960 | - | 85,960 | 167,529 | |
| TOTAL FUNDS CARRIED FORWARD |
8 | 170,622 | - | 170,622 | 85,960 |
Page | 5
The Anson Charitable Trust (charity number: 01111010)
Statement of financial position for the period 6 April 2020 to 5 April 2021
| Note Current Assets Debtors 6 Bank account Total current assets Current liabilities Bank account Total Assets less Current Liabilities Income Funds 7 Unrestricted funds Restricted funds Total Funds |
Unrestricted funds Restricted funds £ £ |
Total funds 2021 £ - 169,734 169,734 - 169,734 170,622 - 170,622 |
Total funds 2020 £ |
|---|---|---|---|
| - - 169,734 - 169,734 - - - |
- 85,060 85,060 - |
||
| 169,734 - |
85,060 | ||
| 85,960 - |
|||
| 85,960 |
Approved by the trustees on and signed on their behalf by;
George Anson Trustee
Page | 6
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2020 to 5 April 2021
1. Accounting policies
Basis of accounting
The financial statements have been prepared under the historical cost convention and in accordance with:-
-
Financial Reporting Standard for Smaller Entities (effective April 2008);
-
Accounting and Reporting by Charities – Statement of Recommended Practice (SORP 2005); and - the Charities Act 2011.
Investment income
Investment income is accounted for in the period in which the charity is entitled to the receipt.
Grants and donations made
Expenditure on grants and donations is recorded once the Trust has made an unconditional commitment to pay the grant/donation and this is communicated to the beneficiary or the grant has been paid, whichever is earlier.
Other expenditure
Other expenditure is included in the accounts on an accruals basis. Irrecoverable VAT is charged to the SOFA as incurred.
Funding accounting
Unrestricted Funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
2. Taxation
The charity is exempt from corporation tax.
3. Remuneration of trustees and benefits
There were no trustees’ remuneration or other benefits for the year ended 5 April 2021 nor for the year ended 5 April 2020. There were no trustees’ expenses paid for the year ended 5 April 2021 or 5 April 2020.
4. Voluntary income
| Unrestricted | Restricted | Total funds | Total funds | |
|---|---|---|---|---|
| funds | funds | |||
| 2021 | 2020 | |||
| £ | £ | £ | £ | |
| Donations | 404,982 | - | 404,982 | 200,000 |
| Gift aid recoverable | - | - | - | 50,000 |
| 404,982 | - | 404,982 | 250,000 |
Page | 7
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2020 to 5 April 2021
5. Resources expended
| Cost of charitable activities Donations Governance costs Bank charges |
Total funds Total funds 2021 2020 £ £ 319,691 330,896 629 673 |
|---|---|
The sum of £750 + VAT (2020: £750 +VAT) has been paid by G Anson, on behalf of the Trustees to a firm of accountants in respect of the independent examiners review.
6. Debtors
| Loan Accrued voluntary income |
Total debtors 2021 £ - - - |
Total debtors 2020 £ - - |
|---|---|---|
| - |
7. Funds
Page | 8
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2020 to 5 April 2021
| Unrestricted Funds Restricted Funds |
Balance Incoming Resources Transfer Balance 6 April 2020 Resources Expended between funds 5 April 2021 £ £ £ £ £ 85,060 404,982 (320,320) - 169,722 - - - - - |
|---|---|
| 85,060 404,982 (320,320) - 169,722 |
8. Analysis of donations
| Names of institutions | Purpose | Total number of | Total amount of |
|---|---|---|---|
| donations given | donations paid £ | ||
| ABF The Soldiers' Charity | Charitable Donation | 1 | 5000 |
| Action on Hearing | Charitable Donation | 1 | 1000 |
| Action4youth | Charitable Donation | 1 | 2000 |
| Age Concern - North Norfolk | Charitable Donation | 1 | 1000 |
| All Saints PCC | Charitable Donation | 1 | 1000 |
| Alzheimers research UK | Charitable Donation | 1 | 3000 |
| Alzheimers society | Charitable Donation | 1 | 1000 |
| Art Collections Fund National | Charitable Donation | 1 | 2500 |
| Art Fund | Charitable Donation | 1 | 2500 |
| Ashmolean Museum | Charitable Donation | 1 | 2000 |
| Asthma UK | Charitable Donation | 2 | 12000 |
| Barrow Common | Charitable Donation | 2 | 2000 |
| BDRF | Charitable Donation | 1 | 2000 |
Page | 9
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2020 to 5 April 2021
| BHCT | Charitable Donation | 1 | 250 |
|---|---|---|---|
| Big Issue Foundation | Charitable Donation | 1 | 1000 |
| Braille Chess Association | Charitable Donation | 1 | 2000 |
| Breast Cancer Care | Charitable Donation | 1 | 1000 |
| British Liver Trust | Charitable Donation | 1 | 2000 |
| British Lung Foundation | Charitable Donation | 1 | 2000 |
| British Stammering Association | Charitable Donation | 1 | 2000 |
| British Wireless for the Blind Fund | Charitable Donation | 1 | 3000 |
| Buckingham Community | Charitable Donation | 1 | 1000 |
| Bucks Agricultural Association | Charitable Donation | 1 | 5000 |
| BucksCommunity | Charitable Donation | 1 | 5000 |
| Bumblebee Conservation trust | Charitable Donation | 1 | 2000 |
| Burnham Deepdale | Charitable Donation | 12 | 1200 |
| Calibre Audio Library | Charitable Donation | 1 | 2000 |
| Care International UK | Charitable Donation | 1 | 1000 |
| Changing faces | Charitable Donation | 1 | 3000 |
| Chat | Charitable Donation | 1 | 3000 |
| Child Bereavement UK | Charitable Donation | 1 | 1000 |
| Children with Cancer UK | Charitable Donation | 1 | 1000 |
| Citizens Advice | Charitable Donation | 1 | 3000 |
| Clapa | Charitable Donation | 1 | 1000 |
Page | 10
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2020 to 5 April 2021
| CLIC Sargent | Charitable Donation | 1 | 3000 |
|---|---|---|---|
| College of St. Barnabas | Charitable Donation | 1 | 1000 |
| Community Impact Bucks | Charitable Donation | 1 | 2000 |
| Countryside Alliance | Charitable Donation | 1 | 75 |
| Crisis | Charitable Donation | 1 | 1000 |
| Deafblind UK | Charitable Donation | 1 | 1000 |
| Diabetes UK | Charitable Donation | 1 | 2000 |
| Diocese in Europe | Charitable Donation | 11 | 2200 |
| Disabled Sailors Association | Charitable Donation | 1 | 1000 |
| Dogs for Good | Charitable Donation | 1 | 2000 |
| East Anglia Art | Charitable Donation | 1 | 1200 |
| Enrych Buckingham | Charitable Donation | 1 | 2000 |
| Epilepsy Acrion | Charitable Donation | 1 | 1000 |
| Familles United Network | Charitable Donation | 1 | 1000 |
| Florence Nightingale | Charitable Donation | 1 | 2000 |
| Friends of Buckingham | Charitable Donation | 1 | 100 |
| Garden organic | Charitable Donation | 1 | 1000 |
| Garsington Opera | Charitable Donation | 1 | 3000 |
| Garsington Opera | Charitable Donation | 1 | 1750 |
| Great Marlow School | Charitable Donation | 1 | 3000 |
| Hearing Dogs for Deaf People | Charitable Donation | 1 | 2000 |
Page | 11
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2020 to 5 April 2021
| Hearing Research Trust | Charitable Donation | 4 | 3000 |
|---|---|---|---|
| Helen and Douglas House | Charitable Donation | 1 | 1000 |
| High Wycombe Central Aid Society | Charitable Donation | 1 | 3000 |
| Hope UK | Charitable Donation | 1 | 1500 |
| Hoskings houses trust | Charitable Donation | 1 | 2000 |
| House Covent Garden Foundation | Charitable Donation | 1 | 7500 |
| Human Rights Watch | Charitable Donation | 1 | 1000 |
| Lepra | Charitable Donation | 12 | 1200 |
| Listening books | Charitable Donation | 1 | 3000 |
| Macular Society | Charitable Donation | 1 | 1000 |
| MapAction | Charitable Donation | 1 | 1000 |
| Marine Conservation Society | Charitable Donation | 1 | 1000 |
| Medical detection | Charitable Donation | 1 | 3000 |
| Mencap royal Society | Charitable Donation | 1 | 3000 |
| Milton Keynes Bereavement Service | Charitable Donation | 1 | 1000 |
| Milton Keynes Community | Charitable Donation | 1 | 5000 |
| Mission to Seafarers | Charitable Donation | 1 | 3000 |
| MK Community Foundation | Charitable Donation | 1 | 5000 |
| MK Gallery | Charitable Donation | 1 | 10000 |
| Movement for Non-mobile | Charitable Donation | 1 | 3000 |
| NARA - The Breathing Charity | Charitable Donation | 1 | 1000 |
Page | 12
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2020 to 5 April 2021
| National Gallery | Charitable Donation | 1 | 2900 |
|---|---|---|---|
| National Trust | Charitable Donation | 1 | 128 |
| Norfolk Accident | Charitable Donation | 1 | 1000 |
| Norfolk Wildlife Trust | Charitable Donation | 3 | 2138 |
| Northamptonshire | Charitable Donation | 1 | 3000 |
| Ok Our Kids | Charitable Donation | 1 | 1000 |
| Organic Research Centre | Charitable Donation | 1 | 2000 |
| Oxford Lieder | Charitable Donation | 1 | 250 |
| Parochial church | Charitable Donation | 12 | 6000 |
| Patrons of Bucks County Museum | Charitable Donation | 1 | 350 |
| Pepper foundation | Charitable Donation | 1 | 1000 |
| Police Community Clubs | Charitable Donation | 1 | 1000 |
| Prince Regeneration | Charitable Donation | 1 | 2500 |
| Progressive Farming Trust | Charitable Donation | 1 | 2000 |
| Project Trust | Charitable Donation | 5 | 3400 |
| Prostate Cancer UK | Charitable Donation | 1 | 1000 |
| Radio Nightingale | Charitable Donation | 1 | 500 |
| RAF Benevolent Fund | Charitable Donation | 1 | 1000 |
| Raw Workshop | Charitable Donation | 1 | 3000 |
| Re-Cycle | Charitable Donation | 1 | 1500 |
| Rennie Grove Hospice Care | Charitable Donation | 2 | 1500 |
Page | 13
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2020 to 5 April 2021
| Response Organisation | Charitable Donation | 1 | 1000 |
|---|---|---|---|
| Restore Burn and Wound | Charitable Donation | 12 | 2400 |
| Retina UK | Charitable Donation | 1 | 1000 |
| Revitalise | Charitable Donation | 1 | 1000 |
| RHS Subscriptions | Charitable Donation | 1 | 60 |
| RNLI | Charitable Donation | 1 | 1000 |
| Roald Dahl's Marvellous Children's Society | Charitable Donation | 1 | 2000 |
| Royal British Legion | Charitable Donation | 2 | 1500 |
| Royal Hospital for Neuro-disability | Charitable Donation | 1 | 3000 |
| Royal National Institute | Charitable Donation | 1 | 1000 |
| Royal Shakespeare Company | Charitable Donation | 1 | 1500 |
| Scannappeal | Charitable Donation | 1 | 1000 |
| Seafarers UK | Charitable Donation | 1 | 1000 |
| Send a cow | Charitable Donation | 1 | 2000 |
| Shelter | Charitable Donation | 1 | 1000 |
| Shelter Box Trust | Charitable Donation | 1 | 3000 |
| Sightsavers | Charitable Donation | 1 | 2000 |
| Spinal Injuries Association | Charitable Donation | 1 | 1000 |
| Tall Ships Youth Trust | Charitable Donation | 1 | 1000 |
| Target Ovarian Cancer | Charitable Donation | 1 | 2000 |
| Tate Gallery | Charitable Donation | 1 | 5000 |
Page | 14
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2020 to 5 April 2021
| Thames Valley Air Ambulance | Charitable Donation | 1 | 2000 |
|---|---|---|---|
| The Almshouse Association | Charitable Donation | 1 | 1000 |
| The Boys Brigade | Charitable Donation | 1 | 2000 |
| The Chellington Centre | Charitable Donation | 1 | 1000 |
| The College of St Barnabas | Charitable Donation | 1 | 50 |
| The DSS of St Mary's Church Aylesbury | Charitable Donation | 1 | 10000 |
| The Norfolk Hospice | Charitable Donation | 13 | 2450 |
| The Pace Centre | Charitable Donation | 13 | 12100 |
| The Prince's Trust | Charitable Donation | 12 | 600 |
| The Queen Alexandra | Charitable Donation | 1 | 3000 |
| The Salvation Army | Charitable Donation | 13 | 800 |
| The Sixteen Limited | Charitable Donation | 1 | 5000 |
| The Victorian Society | Charitable Donation | 1 | 80 |
| Trailblazers Mentoring | Charitable Donation | 1 | 5000 |
| Tree Aid | Charitable Donation | 11 | 550 |
| University of Exeter | Charitable Donation | 1 | 1000 |
| Versus Arthritis | Charitable Donation | 1 | 3000 |
| Water Harvest | Charitable Donation | 1 | 1000 |
| Wateraid | Charitable Donation | 12 | 600 |
| Watts Gallery | Charitable Donation | 12 | 10020 |
| Wednesday Club Wad | Charitable Donation | 1 | 2500 |
Page | 15
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2020 to 5 April 2021
| Weedon Methodist Church | Charitable Donation | 12 | 600 |
|---|---|---|---|
| West Bletchley Wellbeing Counselling Service | Charitable Donation | 1 | 500 |
| Willen Hospice | Charitable Donation | 1 | 5000 |
| World Wide Cancer research | Charitable Donation | 1 | 2000 |
| WWF | Charitable Donation | 12 | 240 |
| Youth Concern | Charitable Donation | 1 | 3000 |
| 313 | £319,691.00 |
Page | 16
The Anson CharitableTrust (tharity number: 01111010) Report of the trustees for the period 6 Aprll 2020 to 5 April 2021 Tru>tee5 responslbllltles In relation to the financlal Statements The tru5tee5 are respoTrsibl¢ for preparin8 the Report of theTruslees and the fiftantial statements in accordance with applicable law and Untted Kingdorn kcounting Standards (Untted Kingdom Generalty Accepted Accounting Practice). The law applicable to char?$ In Én8larbd and Wale5, the Chartties Act 2011. Charrty IAuount$ and Report51 Reguiatlon$ 2(AJ8 and the provlslons ot the trust deed. rÈquirEs the trLEStees to prepare flnanclal statement5 for each 15nanclal year which 8ive a true and fall wew of the state of affalrs of the tharrty and of the incornSn8 resources and application of resources, includin8 the income and expenditvre. ot the charity for that period.. In prepèrln8 those flnandol statents. the trustees ore requlred to.. select 5uttable a¢u)uotln¥ polltles and then apptythem consistenttr. observe the methods and prlKlples In tht Charfty SORP.. make ludgerneDts and estlmaies that are reasonab and prudenL' prepare flninclal statements on th• 8oln8 conc•m bas unl•ts It Is Inapproprfate to presume that the tharfty will Continuè in busine5S. The Trustees are responslblefor keeplng accountln8 records whSch dlsclosewlth onable atturacy at ally tlrne the flnandal pos10n of the tharlty and enable them to ensure that the ftnandal statements comply wlth the Charrties Act 2011, the Charity IAccounts and Reports) Re8ulatlon$ 2Th)8 artd the pro$ of the irust deed. They are also responslble for safèBvardin8 the assets of the charity and hence lortak rèa50nable 5tep5 for the prevention •nd detectloft olfraud Ind other irTe8ularSUes. Georg4 Aftson Pagel 3
The Anson Charitable {charity number. 01111010) Statement of financial position for the perlod 6 Aprfl 2020 to 5 Awll 2021 Plote Unrestrirted Restricted fvnds funds Total funds 2020 Total funds Z021 Debtors Bank account 169,734 169,734 85,060 169,734 169,734 85,060 Cuirent Ilabllllles Bank account Total Assets l•ss Curr•m Llabilltles 169.734 169,734 85,060 Income Funds Unrestrirted funds Restrltted funds Totsl Funds 170,622 85,960 170,612 85,960 Approved by the iNstees on signed on thelr behaff by- Grye Anson Trustee Pa8el 6