The Anson Charitable Trust
Financial statements for the year ended 5 April 2024
Charity number 01111010
The Anson Charitable Trust (charity number: 01111010)
Contents of the report and financial statements for the period 6 April 2023 to 5 April 2024
| 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 | 7-15 |
The Anson Charitable Trust (charity number: 01111010)
Legal and administrative information for the period 6 April 2023 to 5 April 2024
| 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 2023 to 5 April 2024
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 2023 to 5 April 2024
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 19[th] November 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 2023 to 5 April 2024
I report to the trustees on the accounts of the charity for the year ended 5 April 2024 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 2023 to 5 April 2024
| Note | Unrestricted funds |
Restricted funds |
Total funds |
Total funds | |
|---|---|---|---|---|---|
| 2024 | 2023 | ||||
| £ | £ | £ | £ | ||
| Incoming resources | |||||
| Voluntary income | 4 | 300,000 | - | 300,000 | 452,023 |
| Total incoming resources | 300,000 | - | 300,000 | 452,023 | |
| Resources expended | 5 | ||||
| Costs of charitable activities | 379,403 | - | 379,403 | 416,591 | |
| Governance costs | 1,218 | - | 1,218 | 2,319 | |
| Total resources expended | 380,621 | - | 380,621 | 418,910 | |
| Net incoming resources | (80,621) | - | (80,621) | 33,113 | |
| Total funds brought forward | 85,467 | - | 85,467 | 52,355 | |
| TOTAL FUNDS CARRIED FORWARD |
8 | 4,846 | - | 4,846 | 85,468 |
Page | 5
The Anson Charitable Trust (charity number: 01111010)
Statement of financial position for the period 6 April 2023 to 5 April 2024
| 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 2024 £ - 5,771 5,771 - 5,771 5,771 - 5,771 |
Total funds 2023 £ |
|---|---|---|---|
| - - 5,771 - 5,771 - - - |
- 85,467 85,467 - |
||
| 5,771 - |
85,467 | ||
| 83,679 - |
|||
| 83,679 |
Approved by the trustees on 19[th] November 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 2023 to 5 April 2024
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 2024 nor for the year ended 5 April 2023. There were no trustees’ expenses paid for the year ended 5 April 2024 or 5 April 2023.
4. Voluntary income
| Unrestricted | Restricted | Total funds | Total funds | |
|---|---|---|---|---|
| funds | funds | |||
| 2024 | 2023 | |||
| £ | £ | £ | £ | |
| Donations | 300,000 | - | 300,000 | 452,023 |
| Gift aid recoverable | - | - | - | - |
| 300,000 | - | 300,000 | 452,023 |
Page | 7
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2023 to 5 April 2024
5. Resources expended
| Cost of charitable activities Donations Governance costs Bank charges |
Total funds Total funds 2024 2023 £ £ 379,403 416,592 1,218 1,419 |
|---|---|
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 2024 £ - - - |
Total debtors 2023 £ - - |
|---|---|---|
| - |
7. Funds
| Unrestricted Funds Restricted Funds |
Balance Incoming Resources Transfer Balance 6 April 2023 Resources Expended between funds 5 April 2024 £ £ £ £ £ 85,467 303,854 (383,551) - 5,771 - - - - - |
|---|---|
| 85,467 303,854 (383,551) - 5,771 |
Page | 8
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2023 to 5 April 2024
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 4 Youth | Charitable Donation | 1 | 10,000.00 |
| Action On Hearing | Charitable Donation | 1 | 1,000.00 |
| Alina Orchestra | Charitable Donation | 1 | 1,000.00 |
| Art Fund | Charitable Donation | 1 | 2,500.00 |
| Art UK | Charitable Donation | 1 | 2,500.00 |
| Asthma And Lung Uk | Charitable Donation | 1 | 10,000.00 |
| Aylesbury Hindu Temple Trust | Charitable Donation | 1 | 500.00 |
| Aylesbury Youth Action | Charitable Donation | 1 | 3,000.00 |
| Baco | Charitable Donation | 1 | 3,000.00 |
| Barrow Common Mgmt | Charitable Donation | 2 | 2,000.00 |
| Bowel Cancer UK | Charitable Donation | 1 | 2,000.00 |
| Braille Chess Association | Charitable Donation | 1 | 2,000.00 |
| Breast Cancer Now | Charitable Donation | 1 | 1,000.00 |
| 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 |
| Buckinghamshire Co | Charitable Donation | 2 | 20,000.00 |
| Buckinghamshire Music Trust | Charitable Donation | 1 | 1,000.00 |
| Bucks Agri Association | Charitable Donation | 1 | 5,000.00 |
| Bucksvision | 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 2023 to 5 April 2024
| Burnham Deepdale | Charitable Donation | 12 | 1,800.00 |
|---|---|---|---|
| Campaign For National Parks | Charitable Donation | 1 | 1,000.00 |
| Care Intl Uk | Charitable Donation | 1 | 1,000.00 |
| Changing Faces | Charitable Donation | 1 | 3,000.00 |
| 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 |
| Clapa | Charitable Donation | 1 | 1,000.00 |
| Clean Rivers Trust | Charitable Donation | 1 | 1,000.00 |
| Clic Sargent | Charitable Donation | 1 | 3,000.00 |
| Colege St Barnabas | Charitable Donation | 1 | 1,000.00 |
| Compton Verney House Charity | Charitable Donation | 1 | 2,000.00 |
| Countryside Allian | Charitable Donation | 2 | 1,084.00 |
| Course Foundation | Charitable Donation | 1 | 1,000.00 |
| Courtauld Institute Of Art | Charitable Donation | 1 | 1,350.00 |
| Cruse Bereavement | Charitable Donation | 1 | 1,000.00 |
| Deafblind Uk | Charitable Donation | 1 | 1,000.00 |
| Diabetes Uk | Charitable Donation | 1 | 2,000.00 |
| Diocese In Europe | Charitable Donation | 12 | 2,400.00 |
| 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 |
| Enrych Buckingham | Charitable Donation | 1 | 2,000.00 |
Page | 10
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2023 to 5 April 2024
| Florence Nightingale | Charitable Donation | 1 | 3,000.00 |
|---|---|---|---|
| Food Cycle | Charitable Donation | 1 | 1,000.00 |
| 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 | 3 | 750.00 |
| Helen And Douglas | Charitable Donation | 1 | 1,000.00 |
| High Wycombe Central Aid Society | Charitable Donation | 1 | 2,000.00 |
| Holy Cow Community | Charitable Donation | 1 | 3,000.00 |
| Hosking Houses Trust | Charitable Donation | 1 | 2,000.00 |
| Inspire Bucks | Charitable Donation | 1 | 501.52 |
| Lepra | Charitable Donation | 12 | 1,200.00 |
| Lindengate | Charitable Donation | 1 | 3,000.00 |
| London City Mission | Charitable Donation | 1 | 2,000.00 |
| M K Snap | Charitable Donation | 1 | 2,000.00 |
| Macintyre | Charitable Donation | 1 | 1,000.00 |
| Mapaction | Charitable Donation | 1 | 1,000.00 |
| Marine Conservation | Charitable Donation | 1 | 1,000.00 |
| Medical Detection | Charitable Donation | 1 | 3,000.00 |
| Mencap Royal Society | Charitable Donation | 1 | 3,000.00 |
| Microloan Foundation | Charitable Donation | 1 | 2,000.00 |
| Miltons Keynes Museum | Charitable Donation | 1 | 2,000.00 |
| Mission The Seafare | Charitable Donation | 1 | 3,000.00 |
Page | 11
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2023 to 5 April 2024
| Mk Gallery | Charitable Donation | 1 | 10,000.00 |
|---|---|---|---|
| Movement Non Mobile Children | Charitable Donation | 1 | 3,000.00 |
| Nara Breathing | Charitable Donation | 1 | 1,000.00 |
| National Trust | Charitable Donation | 1 | 139.20 |
| Norfolk Wildlife | Charitable Donation | 2 | 144.00 |
| Older People Action Group | Charitable Donation | 1 | 1,000.00 |
| Oxford Lieder | Charitable Donation | 1 | 1,000.00 |
| Pace | Charitable Donation | 1 | 100.00 |
| Paid | Charitable Donation | 1 | 2,000.00 |
| Pallant House Gallery | Charitable Donation | 1 | 700.00 |
| Parochial Church | Charitable Donation | 12 | 6,000.00 |
| Patrons Of Bucks | Charitable Donation | 1 | 350.00 |
| Pepper Foundation | Charitable Donation | 1 | 1,000.00 |
| Portrait Gallery | Charitable Donation | 1 | 5,000.00 |
| Princes Regeneration | Charitable Donation | 1 | 2,500.00 |
| Prog Farming Trust | Charitable Donation | 1 | 2,000.00 |
| Project Trust | Charitable Donation | 8 | 3,200.00 |
| Prostate Cancer | Charitable Donation | 1 | 1,000.00 |
| Prostate Cancer | Charitable Donation | 1 | 1,000.00 |
| Radio Nightingale | Charitable Donation | 1 | 500.00 |
| Ram Development | Charitable Donation | 1 | 10,000.00 |
| Raw Workshop | Charitable Donation | 1 | 2,000.00 |
| Rennie Grove Hospital | Charitable Donation | 1 | 1,000.00 |
| Restore Burn+Wound | Charitable Donation | 2 | 400.00 |
Page | 12
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2023 to 5 April 2024
| Revitalise | Charitable Donation | 2 | 2,500.00 |
|---|---|---|---|
| RHS Subscription | Charitable Donation | 1 | 66.00 |
| RNLI | Charitable Donation | 1 | 1,000.00 |
| Royal British Legion | Charitable Donation | 2 | 1,500.00 |
| Royal National Institute for the Blind | Charitable Donation | 1 | 1,000.00 |
| Royal Opera House | Charitable Donation | 2 | 18,250.00 |
| Royal Shakespeare | Charitable Donation | 1 | 1,500.00 |
| Royal Hospital Neuro | Charitable Donation | 1 | 3,000.00 |
| Seafarers | Charitable Donation | 1 | 1,000.00 |
| Send A Cow | Charitable Donation | 1 | 2,000.00 |
| Sense | Charitable Donation | 1 | 1,560.00 |
| Sexual Abuse And Support Services | Charitable Donation | 1 | 1,000.00 |
| Shelter Box Trust | Charitable Donation | 1 | 3,000.00 |
| Shelter for Homeless | Charitable Donation | 1 | 1,000.00 |
| Sightsavers | Charitable Donation | 1 | 2,000.00 |
| South Bucks Hospice | Charitable Donation | 1 | 2,000.00 |
| Spinal Injuries Association | Charitable Donation | 1 | 1,000.00 |
| St Marks Hospital | Charitable Donation | 1 | 1,000.00 |
| Stoke Mandeville | Charitable Donation | 1 | 1,000.00 |
| Tall Ships Youth | Charitable Donation | 1 | 1,000.00 |
| Tangmere Military Aviation Museum Trust | Charitable Donation | 1 | 2,000.00 |
| Thames Hospice | Charitable Donation | 1 | 3,000.00 |
| Thames Valley Air Ambulance | Charitable Donation | 1 | 2,000.00 |
| Thames Valley Partnership | Charitable Donation | 1 | 3,000.00 |
Page | 13
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2023 to 5 April 2024
| The Almshouse Association | Charitable Donation | 1 | 1,000.00 |
|---|---|---|---|
| The Big Give | Charitable Donation | 1 | 1,347.88 |
| The Borne Foundation | Charitable Donation | 1 | 2,000.00 |
| The Clare Foundation | Charitable Donation | 1 | 10,000.00 |
| The Elias Ashmole Trust | Charitable Donation | 1 | 2,200.00 |
| The Inspire Foundation Charity | Charitable Donation | 1 | 2,000.00 |
| The Norfolk Hospice | Charitable Donation | 12 | 2,400.00 |
| The Pace Centre | Charitable Donation | 12 | 12,000.00 |
| The Princes Risborough Centre | Charitable Donation | 1 | 2,000.00 |
| The Princes 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 Wallace Collection | Charitable Donation | 1 | 1,000.00 |
| Thomley Hall Centre | Charitable Donation | 1 | 2,000.00 |
| Tommys | Charitable Donation | 1 | 1,000.00 |
| Trailblazers Mentoring | Charitable Donation | 1 | 5,000.00 |
| Tree Aid | Charitable Donation | 12 | 600.00 |
| Wateraid | Charitable Donation | 12 | 600.00 |
| Watts Gallery | Charitable Donation | 12 | 10,020.00 |
| Weedon Methodist | Charitable Donation | 12 | 600.00 |
| West Bletchley Wellbeing Counselling Services | Charitable Donation | 1 | 1,000.00 |
| Willen Hospice | Charitable Donation | 1 | 5,000.00 |
| Woburn Golf Club | Charitable Donation | 1 | 100.00 |
Page | 14
The Anson Charitable Trust (charity number: 01111010)
Notes to the report and financial statements for the period 6 April 2023 to 5 April 2024
| WWF UK | Charitable Donation | 12 | 240.00 |
|---|---|---|---|
| Wycombe Homeless Connection | Charitable Donation | 1 | 2,000.00 |
| Wycombe Youth Action | Charitable Donation | 1 | 3,000.00 |
| YMCA Milton Keynes | Charitable Donation | 1 | 3,000.00 |
| Youth Concern | Charitable Donation | 1 | 5,000.00 |
| 307 | 379,402.60 |
Page | 15