2023-04-30-accounts - The Erskine Hill Charitable Trust

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Trustees’ Annual Report for the period

From 1 May 2022 Period start date To Period end date 30 April 20223

Charity name: The Erskine Hill Charitable Trust

Charity registration number:1142595

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	FOR THE BENEFIT OF THE PUBLIC TO: PROVIDE FINANCIAL SUPPORT TO SUCH CHARITABLE INSTITUTIONS OR FOR SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE; AND EDUCATE THE PUBLIC CONCERNING THE HISTORY AND CULTURE OF THE UNITED KINGDOM IN GENERAL AND LONDON IN PARTICULAR
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Provided history lectures Provided support to other charities including the Horizon Scandal Fund and World Jewish Relief.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Confirmed - the trustees have had regard to the guidance issued by the Charity Commission on public benefit
Additional information (optional) You may choose to include further statements		where relevant about:
	SORP reference
Policy on grant making	Para 1.38	THE CHARITY PROVIDES FUNDING TO CHARITABLE BODIES AND FOR CHARITABLE PURPOSES, IN EACH CASE, AS SELECTED BY THE TRUSTEES BASED ON THEIR OWN KNOWLEDGE. THE CHARITY DOES NOT HAVE THE RESOURCES TO ASSESS CHARITABLE BODIES THAT ARE NOT PERSONALLY KNOWN TO THE TRUSTEES. NO GRANTS WILL BE MADE IN RESPONSE TO UNSOLICITED REQUESTS.
	Para 1.38	N/A

Policy on social investment including program related investment N/A Para 1.38 Contribution made by volunteers Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	Provided history lectures Provided support to other charities including the Horizon Scandal Fund and World Jewish Relief. The charity delivered lectures and historical walking tours in respect of which it invited participants to make donations directly to other charities selected by the trustees. This has resulted in considerable income to the relevant other charities which is not reflected in the charity’s accounts. All costs of these events were borne by the charity so that the beneficiary charities received income at no cost to themselves

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41

Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity had more than £10,000 in cash reserves and no liabilities at the end of the period which the trustees consider to be sufficient
Statement explaining the policy for holding reserves statingwhytheyare held	Para 1.22	The charity maintains sufficient reserves to cover its foreseeable requirements for at least 12 months
Amount of reserves held	Para 1.22	£49,859
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional)

You may choose to include further statements where relevant about:


The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:		FOR THE BENEFIT OF THE PUBLIC TO: PROVIDE FINANCIAL SUPPORT TO SUCH CHARITABLE INSTITUTIONS OR FOR SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE; AND EDUCATE THE PUBLIC CONCERNING THE HISTORY AND CULTURE OF THE UNITED KINGDOM IN GENERAL AND LONDON IN PARTICULAR
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charitable trust established by trust deed
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Appointment by the existing trustees

Additional information (optional) You may choose to include further statements where relevant about:


Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	The Erskine Hill Charitable Trust
Other name the charity uses
Registered charity number	1142595

Charity’s principal address	6 Erskine Hill London NWII 6HB

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Ian Bernard Fagelson	Trustee
	Abigail Ann Seltzer	Trustee

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of	Name	Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the truste members of The Erskil Hill Charitable Trust On accounts for the twelvè months ended 30 April 2023 Charity no (rf any) 1142595 Set out on pages 3&4 I retth to the trustees my examinatM)n of the accounts of the abov8 charity (tr Trusf) for the iwelve months 30 April 2023. As th8 ¢harÉty's trustees. you ¥e resFKMsible for the preparation of the accounts n accordance with the requiwents of Ihe Chaiities Act 2011 (kn Acr). Responsiblllties and basis of report I rew1 in respect of my examinatM)n of the Trusvs accounts carried out under section 145 of the 2011 Act and in Carrying Wt my examination, I have folbNed all the aOicable Directions given by the Charity Commlssion undw sectm 14515Mb) of the Act. Independent examlnerfs ststsment I have completed my examination. I confimi that no material matt5 have cause to believe that in. any material respect: the accounting records were not keo in accordance with sectlon 130 of the Charities ACC. c the accounts dKI not accord with the accounting r8cords; or the a¢¢ounts dvj not ¢c*nply with the applicab requirements concerning the frMm arrtl CCtent of accounts set out in the Charftles (ACcnts and Rewrts) Regulalions 2CK)8 other than any requirement Ihat the accwnts give a Irue and fairf view which k8 not a matter con&dered as pwt of an independent examination. I have no concerns arKJ have come across no other matters in connection with the examination to which attenn shoukj be drawn in this report in Cer to enable a prcw understsnding of the accounts to be reached. Slgned: F.c Date: 0(.05.202 Name: Jarktrtsee Relevant professlonal qualificatlon{s) or body Irf any): FCA Address: 26 AWI Road Boumemrxrth BH3 7DG

Section B Disclosure Only complete if the examiner needs to highlight material matters of GonGern (see CC32. IndeFendent examination of charity accounts.. directions and guidance examiners). Give here brief details of any items that the examiner wishes to disclosè.

CHARITY COMMISSION FOR ENGLAND AND WALES The &5kine Hill Charitable Tnt Receipts and payments accounts CC16a Fortt* peri¢)d To 01 S¥Aw.23 Section A Receipts and payments nreStried tun Restricted funds Endovm)ent funds Totsl funds Last yèar A1 Recel 77J74 77,374 ub total( ross income lor AR) A2 As8•t and Inv•stm•nt sal•s, table). 77J74 77.374 25.tr)O Sub total 7TJ74 nJ74 26.QDO A3P ments 21132 Sub totsl 38,384 21,132 A4 As$•t and inv•stm•nt urchases. Isee ta9> Sub tolal 38,384 21,132 Plet ofre¢eipts/(payménts) A5 Transfers bets¥een fLbnds A6 Cash funds last year Cash funds thls year end 38.990 3,068 38.990 CCXX R1 H(K(xmts Issi 10105t2024

Section B Statement of assets and liabilities at the end of the period Unrestricted fvnd5 Restricted fund5 Endowment fund5 to neofest£ atsgori8s B1 Cash fund¥ ¢thatbxk Total cash funds 49A68 Unre8trlcied fund5 toJwrestE Rastrlct8d nd5 to neafest£ Endowment funds to n•4rnst£ Details Fund toWhh cThI lu& Dotail FurAJ Curt•rrtvAlll• Details C4%h B4 Assets r•tsln•d for th• charlty's own usè Arnowrtdue V•knn d Detal 140Thry 85 Lrabilitie SvJned by tnJ8teeson teWof811 thetDJsI Date of rov81 Swnaturp Print Narne CCXX R2 artsurt5 ISS) 1010512024