The Anson Charitable Trust
Financial statements for the year ended 5 April 2022
Charity number 01111010
The Anson Charitable Trust (charity number: 01111010)
Contents of the report and financial statements for the period 6 April 2021 to 5 April 2022
| 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 2021 to 5 April 2022
| 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 9PY | |
| 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 2021 to 5 April 2022
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 2021 to 5 April 2022
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 2021 to 5 April 2022
I report to the trustees on the accounts of the charity for the year ended 5 April 2022 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 9PY
Page | 4
The Anson Charitable Trust (charity number: 01111010)
Statement of financial activities
for the period 6 April 2021 to 5 April 2022
| Note Incoming resources Voluntary income 4 Total incoming resources Resources expended 5 Costs of charitable activities Governance costs Total resources expended Net incoming resources Total funds brought forward TOTAL FUNDS CARRIED FORWARD 8 |
Unrestricted funds Restricted funds Total funds 2022 £ £ £ 250,048 - 250,048 250,048 - 250,048 365,867 - 365,867 3,350 - 3,350 369,216 - 369,216 -119,168 - -119,168 170,623 - 170,623 51,455 - 51,455 |
Total funds 2021 £ |
|---|---|---|
| 404,982 | ||
| 404,982 | ||
| 319,691 629 |
||
| 320,320 | ||
| 84,663 | ||
| 85,960 | ||
| 170,623 |
Page | 5
The Anson Charitable Trust (charity number: 01111010)
Statement of financial position for the period 6 April 2021 to 5 April 2022
| 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 2022 £ - 51,455 51,455 - 51,455 51,455 - 51,455 |
Total funds 2021 £ |
|---|---|---|---|
| - - 51,455 - 51,455 - - - |
- 169,734 169,734 - |
||
| 51,455 - |
169,734 | ||
| 170,634 - |
|||
| 170,634 |
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 2021 to 5 April 2022
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 2022 nor for the year ended 5 April 2021. There were no trustees’ expenses paid for the year ended 5 April 2022 or 5 April 2021.
4. Voluntary income
| Donations Gift aid recoverable |
Unrestricted funds Restricted funds Total funds 2022 £ £ £ 250,048 - 250,048 - - - 250,048 - 250,048 |
Total funds 2021 £ 404,982 |
|---|---|---|
| 404,982 |
Page | 7
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2021 to 5 April 2022
5. Resources expended
| Cost of charitable activities Donations Governance costs Bank charges |
Total funds Total funds 2022 2021 £ £ 365,878 319,691 3,350 629 |
|---|---|
The sum of £750 + VAT (2022: £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 2022 £ - - - |
Total debtors 2021 £ - - |
|---|---|---|
| - |
7. Funds
Page | 8
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2021 to 5 April 2022
| Balance | Incoming | Resources | Transfer | Balance | ||
|---|---|---|---|---|---|---|
| 6 | April 2021 | Resources | Expended | between funds | 5 April 2022 | |
| £ | £ | £ | £ | £ | ||
| Unrestricted Funds |
169,734 | 250,048 | (368,327) | - | 51,455 | |
| Restricted | ||||||
| Funds | - | - | - | - | - | |
| 169,734 | 250,048 | (368,327) | - | 51,455 | ||
| 8. Analysis of donations | ||||||
| Names of institutions | Purpose | Total number of | Total amount of | |||
| donations given | donations paid £ | |||||
| 2nd Amersham on the Hill | Scout Group | Charitable | Donation | 1 | 1000 | |
| Radio Nightingale | Charitable | Donation | 1 | 500 | ||
| ABF The Soldiers' Charity | Charitable | Donation | 1 | 5000 | ||
| Action on Hearing | Charitable | Donation | 1 | 1000 | ||
| Age Concern - North Norfolk | Charitable | Donation | 1 | 1000 | ||
| Animal Antiks | Charitable | Donation | 1 | 3140 | ||
| Anson CharityTrust | Charitable | Donation | 2 | 400 | ||
| Art Fund | Charitable | Donation | 1 | 2500 | ||
| ARTUK-The Anson Charitable | Charitable | Donation | 1 | 2500 | ||
| AylesburyYouth Action | Charitable | Donation | 1 | 3000 | ||
| BACAB | Charitable | Donation | 1 | 100 | ||
| 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 2021 to 5 April 2022
| BigIssue Foundation | Charitable Donation | 1 | 1000 |
|---|---|---|---|
| Blesma | Charitable Donation | 1 | 1000 |
| BletchleyPark Trust | Charitable Donation | 1 | 3000 |
| Braille Chess Association | Charitable Donation | 1 | 2000 |
| British Liver Trust | Charitable Donation | 1 | 2000 |
| British LungFoundation | Charitable Donation | 1 | 2000 |
| British StammeringAssociation | Charitable Donation | 1 | 2000 |
| British Wireless for the Blind Foundation | Charitable Donation | 1 | 3000 |
| Bucks Agricultural Association | Charitable Donation | 1 | 5000 |
| Bucks Community | Charitable Donation | 1 | 5000 |
| Bucks Farmers Ball | Charitable Donation | 1 | 1000 |
| BucksVision | Charitable Donation | 1 | 3000 |
| Burn+Wound | Charitable Donation | 1 | 200 |
| Burnham Deepdale | Charitable Donation | 12 | 1200 |
| Calibre Audio Library | Charitable Donation | 1 | 2000 |
| CanterburyCathedral Trust | Charitable Donation | 1 | 1000 |
| Care International UK | Charitable Donation | 1 | 1000 |
| Changingfaces | Charitable Donation | 2 | 6000 |
| Child Bereavement UK | Charitable Donation | 1 | 1000 |
| Children Heard and Seen | Charitable Donation | 1 | 500 |
| Children with Cancer UK | 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 2021 to 5 April 2022
| Chiltern Music Academy | Charitable Donation | 1 | 3000 |
|---|---|---|---|
| Chilterns MS Centre | Charitable Donation | 1 | 3000 |
| Citizens Advice | Charitable Donation | 1 | 3000 |
| CityYear UK | Charitable Donation | 1 | 100 |
| CLAPA | Charitable Donation | 1 | 1000 |
| Clean Rivers Trust | Charitable Donation | 1 | 1000 |
| Cleft Lipand Palate Association | Charitable Donation | 1 | 1000 |
| CLIC Sargent | Charitable Donation | 1 | 3000 |
| College of St. Barnabas | Charitable Donation | 1 | 1000 |
| Countryside Alliance | Charitable Donation | 3 | 2078 |
| Crisis | Charitable Donation | 1 | 1000 |
| Deafblind UK | Charitable Donation | 1 | 1000 |
| Diabetes UK | Charitable Donation | 1 | 2000 |
| Diocese in Europe | Charitable Donation | 10 | 2000 |
| Dogs for Good | Charitable Donation | 1 | 2000 |
| East Anglia Art | Charitable Donation | 1 | 1200 |
| Elizabeth Finn Caret/A Turnzus | Charitable Donation | 1 | 2000 |
| Ellesborough Development | Charitable Donation | 1 | 2500 |
| Enrych Buckingham | Charitable Donation | 1 | 2000 |
| Florence Nightingale | Charitable Donation | 1 | 2000 |
| Friends of Buckingham | Charitable Donation | 1 | 100 |
Page | 11
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2021 to 5 April 2022
| Garden organic | Charitable Donation | 1 | 1000 |
|---|---|---|---|
| Garsington Opera | Charitable Donation | 2 | 21750 |
| Great Marlow School | Charitable Donation | 1 | 3000 |
| Haemochromatosis UK | Charitable Donation | 1 | 500 |
| HearingDogs for Deaf People | Charitable Donation | 1 | 2000 |
| HearingResearch Trust | Charitable Donation | 4 | 3000 |
| Helen and Douglas House | Charitable Donation | 1 | 1000 |
| High Wycombe Central Aid Society | Charitable Donation | 1 | 1000 |
| HolyCow Community | Charitable Donation | 1 | 3000 |
| Hoskings houses trust | Charitable Donation | 2 | 3000 |
| Lepra | Charitable Donation | 13 | 1300 |
| Lindengate | Charitable Donation | 1 | 3000 |
| Listeningbooks | Charitable Donation | 1 | 3000 |
| MapAction | Charitable Donation | 1 | 1000 |
| Marine Conservation Society | Charitable Donation | 1 | 1000 |
| Medical detection | Charitable Donation | 1 | 3000 |
| Mencaproyal Society | Charitable Donation | 1 | 3000 |
| Microlean Foundation | Charitable Donation | 1 | 2000 |
| Milton Keynes Cenotaph Trust | Charitable Donation | 1 | 3000 |
| Milton Keynes Community | Charitable Donation | 2 | 10000 |
| Mission to Seafarers | Charitable Donation | 1 | 3000 |
Page | 12
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2021 to 5 April 2022
| MK Gallery | Charitable Donation | 1 | 10000 |
|---|---|---|---|
| Movement for Non-mobile | Charitable Donation | 1 | 3000 |
| MursleyPCC | Charitable Donation | 1 | 1000 |
| NARA - The BreathingCharity | Charitable Donation | 1 | 1000 |
| National Gallery | Charitable Donation | 1 | 2900 |
| National Trust | Charitable Donation | 1 | 120 |
| Norfolk Wildlife Trust | Charitable Donation | 2 | 138 |
| Northamptonshire | Charitable Donation | 1 | 3000 |
| On Course Foundation | Charitable Donation | 1 | 1000 |
| Order to Action4youth | Charitable Donation | 1 | 2000 |
| Oxford Lieder | Charitable Donation | 1 | 1000 |
| PAID | Charitable Donation | 2 | 5000 |
| Parochial church | Charitable Donation | 12 | 6000 |
| Patrons of Bucks CountyMuseum | Charitable Donation | 1 | 350 |
| PCC of Castlethorpe | Charitable Donation | 1 | 2000 |
| Pepper foundation | Charitable Donation | 1 | 1000 |
| Plant Heritage | Charitable Donation | 1 | 1000 |
| Prince Regeneration | Charitable Donation | 1 | 2500 |
| Progressive FarmingTrust | Charitable Donation | 1 | 2000 |
| Project Trust | Charitable Donation | 10 | 1000 |
| Prostate Cancer UK | Charitable Donation | 1 | 1000 |
Page | 13
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2021 to 5 April 2022
| RNLI | Charitable Donation | 1 | 1000 |
|---|---|---|---|
| RAF Benevolent Fund | Charitable Donation | 1 | 1000 |
| RAN Workshop | Charitable Donation | 1 | 2000 |
| Rennie Grove Hospice Care | Charitable Donation | 1 | 1000 |
| Restore Burn and Wound | Charitable Donation | 11 | 2200 |
| Retina UK | Charitable Donation | 1 | 1000 |
| Revitalise | Charitable Donation | 1 | 1000 |
| RHS Subscriptions | Charitable Donation | 1 | 62 |
| RNB | Charitable Donation | 1 | 1000 |
| Royal Academyof Music | Charitable Donation | 1 | 2500 |
| Royal Air Force Benevolent Fund | Charitable Donation | 1 | 2000 |
| Royal British Legion | Charitable Donation | 3 | 1533 |
| Royal Hospital for Neuro-disability | Charitable Donation | 1 | 3000 |
| Royal National Institute | Charitable Donation | 1 | 1000 |
| Royal Opera House Covent Garden Foundation | Charitable Donation | 1 | 7500 |
| Royal Shakespeare Company | Charitable Donation | 1 | 1500 |
| SafetyCentre(Hazard Alley)MK Ltd | Charitable Donation | 1 | 2541.84 |
| Seafarers UK | Charitable Donation | 1 | 1000 |
| Shelter | Charitable Donation | 1 | 1000 |
| Shelter Box Trust | Charitable Donation | 1 | 3000 |
| Sightsavers | Charitable Donation | 1 | 2000 |
Page | 14
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2021 to 5 April 2022
| South Bucks Hospice | Charitable Donation | 1 | 2000 |
|---|---|---|---|
| Spinal Injuries Association | Charitable Donation | 2 | 2000 |
| SportsAid Eastern | Charitable Donation | 1 | 50 |
| St Francis Children's Society | Charitable Donation | 1 | 1500 |
| Stoke Mandeville | Charitable Donation | 1 | 1000 |
| Tall Ships Youth Trust | Charitable Donation | 1 | 1000 |
| Teach First | Charitable Donation | 2 | 2000 |
| Thames Hospice | Charitable Donation | 1 | 3000 |
| Thames ValleyPart | Charitable Donation | 1 | 3000 |
| The Almhouse Association | Charitable Donation | 1 | 1000 |
| The Disabled Sailor’ Association | Charitable Donation | 1 | 1500 |
| The Greenwich Foundation | Charitable Donation | 1 | 8000 |
| The Hospice of St Francis | Charitable Donation | 1 | 1200 |
| The Norfolk Hospice | Charitable Donation | 12 | 2400 |
| The Pace Centre | Charitable Donation | 13 | 12500 |
| The Prince's Trust | Charitable Donation | 13 | 2600 |
| TheQueen Alexandra | Charitable Donation | 1 | 3000 |
| The Salvation Army | Charitable Donation | 12 | 600 |
| The Sixteen Limited | Charitable Donation | 1 | 5000 |
| The Stable Theatre | Charitable Donation | 1 | 3000 |
| The Victorian Society | Charitable Donation | 1 | 80 |
Page | 15
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements
for the period 6 April 2021 to 5 April 2022
| TinyTickers | Charitable Donation | 1 | 725 |
|---|---|---|---|
| Tommy's | Charitable Donation | 1 | 2000 |
| Trailblazers Mentoring | Charitable Donation | 1 | 5000 |
| Tree Aid | Charitable Donation | 12 | 600 |
| Universityof Exeter | Charitable Donation | 1 | 1000 |
| Versus Arthritis | Charitable Donation | 1 | 3000 |
| WaterAid | Charitable Donation | 12 | 600 |
| Watts Gallery | Charitable Donation | 12 | 10020 |
| WednesdayClub Wad | Charitable Donation | 1 | 2500 |
| Weedon Methodist Church | Charitable Donation | 12 | 600 |
| West BletchleyWellbeingCounsellingService | Charitable Donation | 1 | 500 |
| Willen Hospice | Charitable Donation | 3 | 10250 |
| WWF | Charitable Donation | 12 | 240 |
| Wycombe Youth Action | Charitable Donation | 2 | 4000 |
| YMCA Milton Keynes | Charitable Donation | 1 | 3000 |
| Youth Concern | Charitable Donation | 1 | 3000 |
| 338 | £365,877.84 |
Page | 16