PLUM LAYTON CHARITABLE TRUST REPORT ANDACCOUNTS PERIOD ENDED SAPRIL 2023
PLUM LAYTON CHARITABLE TRUST PERIOD ENDED 5 APRIL 2023 REPORT AND ACCOUNTS
| CONTENTS | PAGE |
|---|---|
| STATUTORY INFORMATION | 1 |
| TRUSTEE'S REPORT | 2 |
| INDEPENDENT EXAMINER'S REPORT | 3 |
| RECEIPTS AND PAYMENTS ACCOUNT | 4 |
| STATEMENT OF ASSETS AND LIABILITIES | 5 |
PLUM LAYTON CHARITABLE TRUST STATUTORY INFORMATION
OBJECTS
The charity raises funds for research into finding a cure for pancreatic cancer.
REGISTERED CHARITY NUMBER
1140546
COMMITTEE
The charity is administered by a committee, who are also the trustees of the charity:
James M Layton Chairman Kate E Armitage Rebecca M Worsley Alexandra J Des Forges William F Wyldbore-Smith Thomas W Layton
PRINCIPAL ADDRESS
The Brow Great Somerford Chippenham SN15 5JB
PROFESSIONAL ADVISERS
Bankers CAF Bank Ltd Independent Jessica Pillow FCA CTA 25 Kings Hill Avenue Examiner Pillow May Ltd Kings Hill, West Malling The Dutch Barn, Bremhill Grove Farm Kent East Tytherton, Chippenham ME19 4JQ SN15 4LX
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PLUM LAYTON CHARITABLE TRUST
PERIOD ENDED 5 APRIL 2023 TRUSTEE'S REPORT
The trustees present their report and accounts for the charitable trust for the period ended 5 April 2023. The charity accounting period was extended from 31 January 2023 to 5 April 2023 so that the financial records could be prepared more easily alongside the gift aid claim each year.
1. Legal and administrative
The full name of the charitable trust is Plum Layton Charitable Trust but it also operates under the name "Plum's Fund". It is governed by its Declaration of Trust dated 1 February 2011 and the requirements of Charity Law.
2. Aims and organisation
The charitable trust was registered on 22 February 2011.
It is currently run by six trustees who meet twice a year. The minimum number of trustees is 2 and the quorum is one third of the number of Trustees or two Trustees, whichever is greater and present at the meeting. The trustees are provided with the necessary information to fulfil their roles, including Charity Commission guidance.
3. Activities
The main activities of the charitable trust are to hold funds and apply them generally for all charitable objects; and to support individual activities which in themselves fulfil a charitable object.
4. Achievements and Performance
The charitable trust continued to raise funds during the year, including from a large choral concert which raised just over £8,000.
No donations were made during the year but a large donation of £80,000 was made post year-end towards the cost of two researchers within the Hammersmith Hospital Pancreatic Cancer Research Team lead by Dr Harpreet Wasan.
5. Review of financial position
The charity's income for the fourteen month period was £61,809 (2022 - £63,033 for twelve months) and expenditure was £58,637 (2022 - £51,000 for twelve months)
The charity reserves were £179,012 at 5 April 2023 (31 January 2022 - £127,922). The charity's policy is, after meeting its financial obligations, to donate its funds in accordance with its objectives to support regular funding towards research into a cure for Pancreatic Cancer.
Signed on behalf of the charity's trustees on 8 October 2023
Chair
James M Layton
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PLUM LAYTON CHARITABLE TRUST INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS
I report to the trustees of Plum Layton Charitable Trust on the examination of the accounts 5 April 2023 for the period ended for the charity number 1140546
Responsibilities and basis of report
As the charity trustees of the charity, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act").
I report in respect of my examination of the charity's accounts carried out under section 145 of 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Jessica Pillow Chartered Accountant and Chartered Tax Adviser 3 October 2023
The Dutch Barn Bremhill Grove Farm East Tytherton Chippenham Wiltshire SN15 4LX
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PLUM LAYTON CHARITABLE TRUST PERIOD ENDED 5 APRIL 2023 RECEIPTS AND PAYMENTS ACCOUNT
| Receipts Donations from the sale of goods Donations - other Ticket sales Income Tax Refund Bank interest received Total receipts Payments Bank charges Accounting Sundry fundraising expenses Charitable donations Net receipts/(payments) Cash funds at 1 February 2022 Cash funds at 5 April 2023 |
Total and Unrestricted Funds 2023 £ 39,421 1,335 15,570 5,252 231 61,809 286 2,572 7,548 314 10,720 51,089 127,922 179,011 |
Total and Unrestricted Funds 2022 £ 49,378 3,450 - 10,205 - |
|---|---|---|
| 63,033 | ||
| 100 2,400 - 51,000 |
||
| 53,500 | ||
| 9,533 118,389 |
||
| 127,922 |
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PLUM LAYTON CHARITABLE TRUST
PERIOD ENDED 5 APRIL 2023 STATEMENT OF ASSETS AND LIABILITIES
| PERIOD ENDED 5 APRIL 2023 STATEMENT OF ASSETS AND LIABILITIES PLUM LAYTON CHARITABLE TRUST |
||
|---|---|---|
| Cash funds: Bank account Total cash funds |
Total and Unrestricted Funds 2023 £ 179,012 179,012 |
Total and Unrestricted Funds 2022 £ 127,922 |
| 127,922 |
Signed on behalf of the charity's trustees on 8 October 2023
James M Layton Chair
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