The Anson Charitable Trust
Financial statements for the year ended 5 April 2023
Charity number 01111010
The Anson Charitable Trust (charity number: 01111010)
Contents of the report and financial statements for the period 6 April 2022 to 5 April 2023
| 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 2022 to 5 April 2023
| 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 2022 to 5 April 2023
The Trustees present their report along with the financial statements of the charity for the year ended 5 April 2023. 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 2022 to 5 April 2023
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 5 February 2024 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 2022 to 5 April 2023
I report to the trustees on the accounts of the charity for the year ended 5 April 2023 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 2022 to 5 April 2023
| 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 2023 £ £ £ 452,023 - 452,023 452,023 - 452,023 416,591 - 416,591 2,319 - 2,319 418,910 - 418,910 33,113 - 33,113 52,355 - 52,355 85,468 - 85,468 |
Total funds 2022 £ |
|---|---|---|
| 250,048 | ||
| 250,048 | ||
| 365,867 3,350 |
||
| 369,216 | ||
| -119,168 | ||
| 170,623 | ||
| 52,355 |
Page | 5
The Anson Charitable Trust (charity number: 01111010)
Statement of financial position for the period 6 April 2022 to 5 April 2023
| 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 2023 £ - 85,467 85,467 - 85,467 85,467 - 85,467 |
Total funds 2022 £ |
|---|---|---|---|
| - - 85,467 - 85,467 - - - |
- 51,455 51,455 - |
||
| 85,467 - |
51,455 | ||
| 51,455 - |
|||
| 51,455 |
Approved by the trustees on 5[th] February 2024 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 2022 to 5 April 2023
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 2023 nor for the year ended 5 April 2022. There were no trustees’ expenses paid for the year ended 5 April 2023 or 5 April 2022.
4. Voluntary income
| Donations Gift aid recoverable |
Unrestricted funds Restricted funds Total funds 2023 £ £ £ 452,023 - 452,023 - - - 452,023 - 452,023 |
Total funds 2022 £ 250,048 |
|---|---|---|
| 250,048 |
Page | 7
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2022 to 5 April 2023
5. Resources expended
| Cost of charitable activities Donations Governance costs Bank charges |
Total funds Total funds 2023 2022 £ £ 416,591 365,878 2,319 3,350 |
|---|---|
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 2023 £ - - - |
Total debtors 2022 £ - - |
|---|---|---|
| - |
7. Funds
| Unrestricted Funds Restricted Funds |
Balance Incoming Resources Transfer Balance 6 April 2022 Resources Expended between funds 5 April 2023 £ £ £ £ £ 51,455 452,023 (418,011) - 85,467 - - - - - |
|---|---|
| 51,455 452,023 (418,011) - 85,467 |
Page | 8
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2022 to 5 April 2023
8. Analysis of donations
| Names of institutions | Purpose | Total number of donations given |
Total amount of donations paid £ |
|---|---|---|---|
| ABF The Soldiers | Charitable Donation | 1 | 5,000.00 |
| Action on Hearing | Charitable Donation | 1 | 1,000.00 |
| Action4Youth | Charitable Donation | 1 | 2,000.00 |
| Age UK | Charitable Donation | 1 | 1,000.00 |
| Alina Orchestra Ltd | Charitable Donation | 1 | 1,000.00 |
| Alzheimer's Society UK | Charitable Donation | 1 | 1,000.00 |
| Art Fund | Charitable Donation | 1 | 2,500.00 |
| Asthma and Lung UK | Charitable Donation | 1 | 10,000.00 |
| Autism Early Support trust | Charitable Donation | 1 | 2,000.00 |
| Aylesbury Homeless Action Group | Charitable Donation | 1 | 2,000.00 |
| BACAB | Charitable Donation | 1 | 50.00 |
| BACO | Charitable Donation | 1 | 3,000.00 |
| BDRF Bowell Disease | Charitable Donation | 1 | 2,000.00 |
| Barrow Common | Charitable Donation | 2 | 2,000.00 |
| Big Issue Foundation | Charitable Donation | 1 | 1,000.00 |
| Bournemouth University | Charitable Donation | 1 | 4,000.00 |
| Bowel Cancer UK | Charitable Donation | 1 | 1,000.00 |
| Braille Chess Association | Charitable Donation | 1 | 2,000.00 |
| British Liver Trust | Charitable Donation | 1 | 2,000.00 |
| British Stammering | Charitable Donation | 1 | 2,000.00 |
| British Wireless For The Blind | Charitable Donation | 1 | 3,000.00 |
Page | 9
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2022 to 5 April 2023
| Heart of Buckinghamshire Community Foundation | Charitable Donation | 2 | 20,000.00 |
|---|---|---|---|
| Bucks County Agricultural Association | Charitable Donation | 1 | 5,000.00 |
| Bucks Hospitals | Charitable Donation | 1 | 2,624.64 |
| Bucksvision | Charitable Donation | 1 | 3,000.00 |
| Burnham Deepdale | Charitable Donation | 12 | 1,450.00 |
| Calibre Audio | Charitable Donation | 1 | 2,000.00 |
| Camp Mohawk | Charitable Donation | 1 | 2,000.00 |
| Care International UK | Charitable Donation | 1 | 1,000.00 |
| Changing Faces | Charitable Donation | 2 | 6,000.00 |
| Child Autism UK | Charitable Donation | 1 | 1,000.00 |
| Child Bereavement | Charitable Donation | 1 | 1,000.00 |
| Children with Cancer | Charitable Donation | 1 | 1,000.00 |
| Chiltern Music Academy | Charitable Donation | 1 | 3,000.00 |
| Chilterns MS Centre | Charitable Donation | 1 | 3,000.00 |
| Citizens Advice | Charitable Donation | 1 | 3,000.00 |
| CLAPA | Charitable Donation | 1 | 1,000.00 |
| Clic Sargent | Charitable Donation | 1 | 3,000.00 |
| College of St Barnabas | Charitable Donation | 1 | 1,000.00 |
| Connection Support | Charitable Donation | 1 | 1,000.00 |
| Countryside Alliance | Charitable Donation | 2 | 1,080.00 |
| Cuddington Parish Council | Charitable Donation | 1 | 1,000.00 |
| Deafblind | Charitable Donation | 2 | 2,000.00 |
| Diabetes UK | Charitable Donation | 1 | 2,000.00 |
| Diocese in Europe | Charitable Donation | 11 | 2,200.00 |
Page | 10
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2022 to 5 April 2023
| Disabled Sailors Association | Charitable Donation | 1 | 1,000.00 |
|---|---|---|---|
| Dogs For Good | Charitable Donation | 1 | 2,000.00 |
| East Anglia Art | Charitable Donation | 1 | 1,200.00 |
| Elizabeth Finn Care | Charitable Donation | 1 | 2,000.00 |
| Enrych Buckingham | Charitable Donation | 1 | 2,000.00 |
| Families United Network | Charitable Donation | 1 | 2,000.00 |
| Florence Nightingale | Charitable Donation | 1 | 2,000.00 |
| Friends of Buckingham | Charitable Donation | 1 | 100.00 |
| Garden Organic | Charitable Donation | 1 | 1,000.00 |
| Garsington Opera | Charitable Donation | 2 | 21,800.00 |
| Healthwatch Bucks | Charitable Donation | 1 | 3,000.00 |
| Hearing Research Trust | Charitable Donation | 4 | 3,000.00 |
| Helen and Douglas House | Charitable Donation | 1 | 1,000.00 |
| Hosking Houses Trust | Charitable Donation | 3 | 7,000.00 |
| Jessica Brown Scout Jamboree | Charitable Donation | 1 | 100.00 |
| Milton Keynes International Festival | Charitable Donation | 1 | 3,000.00 |
| Lepra | Charitable Donation | 12 | 1,200.00 |
| Lindengate | Charitable Donation | 2 | 3,100.00 |
| Mapaction | Charitable Donation | 1 | 1,000.00 |
| Marine Conversation Society | Charitable Donation | 1 | 1,000.00 |
| Medical Detection Dogs | Charitable Donation | 1 | 3,000.00 |
| Mencap Royal Society | Charitable Donation | 1 | 3,000.00 |
| Milton Keynes IAC | Charitable Donation | 1 | 2,000.00 |
| Milton Keynes Homelessness Partnership | Charitable Donation | 1 | 1,000.00 |
Page | 11
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2022 to 5 April 2023
| Milton Keynes Community Foundation | Charitable Donation | 1 | 5,000.00 |
|---|---|---|---|
| Milton Keynes Islamic Art & Culture organisation | Charitable Donation | 1 | 2,000.00 |
| Mission to Seafarers | Charitable Donation | 1 | 3,000.00 |
| Movement for Non-Mobile | Charitable Donation | 1 | 3,000.00 |
| Muscular Dystrophy UK | Charitable Donation | 1 | 2,000.00 |
| Nara Breathing | Charitable Donation | 2 | 2,000.00 |
| National Animal Welfare Trust | Charitable Donation | 1 | 1,000.00 |
| National Energy Action | Charitable Donation | 1 | 2,000.00 |
| National Trust | Charitable Donation | 1 | 127.20 |
| Norfolk Accident | Charitable Donation | 1 | 200.00 |
| Norfolk Hospice | Charitable Donation | 4 | 650.00 |
| Norfolk Wildlife | Charitable Donation | 2 | 144.00 |
| On Course Foundation | Charitable Donation | 1 | 1,000.00 |
| Oxford Lieder | Charitable Donation | 1 | 1,000.00 |
| St Mary's Hardwick Parochial Church | Charitable Donation | 12 | 6,000.00 |
| Patrons Of Bucks Historic Churches Trust | Charitable Donation | 1 | 350.00 |
| PCC of Granborough | Charitable Donation | 1 | 2,000.00 |
| Pepper Foundation | Charitable Donation | 1 | 1,000.00 |
| Plant Heritage | Charitable Donation | 1 | 1,000.00 |
| Project Trust | Charitable Donation | 3 | 300.00 |
| Prince's Regeneration Trust | Charitable Donation | 1 | 2,500.00 |
| Progressive Farming Trust | Charitable Donation | 1 | 2,000.00 |
| Prostate Cancer | Charitable Donation | 1 | 1,000.00 |
| Radio Nightingale | Charitable Donation | 1 | 500.00 |
Page | 12
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2022 to 5 April 2023
| Re-Cycle | Charitable Donation | 1 | 1,680.00 |
|---|---|---|---|
| Rennie Grove Hospice | Charitable Donation | 1 | 1,000.00 |
| Restore Burn and Wound Research | Charitable Donation | 12 | 2,400.00 |
| Retina UK | Charitable Donation | 1 | 1,000.00 |
| Revitalise | Charitable Donation | 1 | 1,000.00 |
| RHS | Charitable Donation | 1 | 66.00 |
| Rivers Trust | Charitable Donation | 1 | 1,000.00 |
| RNLI | Charitable Donation | 1 | 1,000.00 |
| Roald Dahls Marvellous Childrens Charity | Charitable Donation | 1 | 2,000.00 |
| Royal Academy of Music | Charitable Donation | 1 | 10,000.00 |
| Royal British Legion | Charitable Donation | 2 | 1,500.00 |
| Royal National Institute for the Blind | Charitable Donation | 1 | 1,000.00 |
| Royal National Lifeboat Association | Charitable Donation | 1 | 2,000.00 |
| Royal Opera House Covent Garden Foundation | Charitable Donation | 2 | 16,000.00 |
| Royal Shakespeare Company | Charitable Donation | 1 | 1,500.00 |
| Ryal Hospital | Charitable Donation | 1 | 3,000.00 |
| Scannappeal | Charitable Donation | 1 | 1,000.00 |
| Seafarers UK | Charitable Donation | 1 | 1,000.00 |
| Send A Cow | Charitable Donation | 1 | 2,000.00 |
| Sense | Charitable Donation | 1 | 1,000.00 |
| Shelter Box Trust | Charitable Donation | 1 | 3,000.00 |
| Shelterforhomeless | Charitable Donation | 1 | 1,000.00 |
| Sightsavers | Charitable Donation | 1 | 2,000.00 |
| Single Homeless Project | Charitable Donation | 1 | 2,000.00 |
Page | 13
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2022 to 5 April 2023
| Somerset County Scouts Council | Charitable Donation | 2 | 200.00 |
|---|---|---|---|
| Somerset County Council Scout Jamboree | Charitable Donation | 1 | 100.00 |
| Spinal Injuries Association | Charitable Donation | 1 | 1,000.00 |
| St John Ambulance | Charitable Donation | 1 | 1,000.00 |
| St Lawrence Church Winslow | Charitable Donation | 1 | 2,000.00 |
| St Marks Hospital | Charitable Donation | 1 | 1,000.00 |
| Stoke Mandeville NHS Hospital Charity | Charitable Donation | 1 | 1,000.00 |
| Tall Ships Youth | Charitable Donation | 1 | 1,000.00 |
| Thames Hospice | Charitable Donation | 1 | 3,000.00 |
| Thames Valley Air Ambulance | Charitable Donation | 1 | 3,000.00 |
| The Bus Shelter MK | Charitable Donation | 1 | 1,000.00 |
| The Coroner's Court Service Bucks | Charitable Donation | 1 | 1,000.00 |
| The Elias Ashmole Trust | Charitable Donation | 1 | 1,700.00 |
| The Living Archive Project Ltd | Charitable Donation | 1 | 500.00 |
| The National Portrait Gallery | Charitable Donation | 1 | 10,000.00 |
| The Norfolk Hospice | Charitable Donation | 8 | 1,600.00 |
| The Pace Centre | Charitable Donation | 13 | 12,100.00 |
| The Prince’s Trust | Charitable Donation | 12 | 600.00 |
| The Queen Alexandra | Charitable Donation | 1 | 3,000.00 |
| The Salvation Army | Charitable Donation | 12 | 600.00 |
| The Sixteen Ltd | Charitable Donation | 1 | 5,000.00 |
| The Tate Gallery | Charitable Donation | 1 | 5,000.00 |
| The Victorian Society | Charitable Donation | 1 | 80.00 |
| The Wallace Collection | Charitable Donation | 1 | 2,500.00 |
Page | 14
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2022 to 5 April 2023
| Thomley Hall Centre | Charitable Donation | 1 | 2,000.00 |
|---|---|---|---|
| Art UK | Charitable Donation | 1 | 2,500.00 |
| Camphill Milton Keynes | Charitable Donation | 1 | 20,000.00 |
| Diocese in Europe | Charitable Donation | 1 | 200.00 |
| Project Trust | Charitable Donation | 1 | 100.00 |
| Trailblazers Mentoring | Charitable Donation | 1 | 5,000.00 |
| Tree Aid | Charitable Donation | 12 | 600.00 |
| University Of East Anglia Prostate Research | Charitable Donation | 1 | 1,000.00 |
| University of Exeter | Charitable Donation | 2 | 4,000.00 |
| Victorian Society | Charitable Donation | 1 | 80.00 |
| Wateraid | Charitable Donation | 12 | 600.00 |
| Water Harvest | Charitable Donation | 1 | 1,000.00 |
| Watts Gallery | Charitable Donation | 12 | 10,020.00 |
| WBWB | Charitable Donation | 1 | 1,000.00 |
| Weedon Methodist | Charitable Donation | 12 | 600.00 |
| Wheel Power | Charitable Donation | 1 | 2,000.00 |
| Whitchurch School Association | Charitable Donation | 1 | 5,330.00 |
| Willen Hospice | Charitable Donation | 2 | 5,020.00 |
| Workaid | Charitable Donation | 1 | 2,000.00 |
| WWF UK | Charitable Donation | 12 | 240.00 |
| Wycombe Youth Action | Charitable Donation | 1 | 3,000.00 |
| YMCA Milton Keynes | Charitable Donation | 1 | 3,000.00 |
| Young Women’s Trust | Charitable Donation | 1 | 2,000.00 |
Page | 15