2024-04-30-accounts - The Erskine Hill Charitable Trust

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Trustees’ Annual Report for the period

From 1 May 2023 Period start date To Period end date 30 April 2024

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 CAUSES 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 The charity receives donations from Para 1.38 trustees 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	£24,816
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

I CHARITY COMMISSION I FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to tha trusteesl members of The Erskine Charttable TnBt On accounts for the twelve months ended 30 April 2024 Charity no (rf any) 1142595 Sot out on pages 3&4 I repxt to the trustees on my examinalion of the accounts of the atove charity (kn Trusf) the Iwelve months ended 30 April 2023. Responslbllltles and basis of report As the chaiity's trustees, Y are reswnsÈble f¢y the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (°the Acr). I rep3rt in reSt of my examinat¥Jn of the Trust's accourts carried out under secti(m 145 of the 2011 Act and in carying wt my examination. I have folkmied all the apable Dili(Th given by th8 Charity Commission under secti( 145(5)(b) of Ihe ACL Independent examlnerfs ststsment I have Comj my examinaticrt. I crnfimi trot r•) materBE mattws come to my attention in connection wf(h the examination which gives me cause to b8118ve that in, any material respecL the a¢¢ourting r&ords were not kept in accordance with section 130 of the Charities Acc or the a¢cwnts dKI not acc(xd with the accounting records; or the accounts did not comply with the applicable rUirementS concemirvJ the fcffm arKI content of acct)unts set out in the Charities (Acents aThJ Repjrts) Regulations 2008 other than any requirement that the accounts give a Irue aThJ farf vtew which is not a matter conSiderj as part of 8n indetEndent examination. I have and have come acro&s no other matters in connection wFth the examinaticm to which attentIC should be drawn in this rewrt in der to Wtable a WOFEr under*Ing of the ants to be r&8chgJ. Signed: 2. 5. 201 Name: JaAet Gee Relevant professlonal quallficatlon(s) or body (rf any): FCA Address: 26 Alyth Road Boumem(Krth BH3 7DG

Section B Oisclosure Onty complete rf the examiner needs to highlighl material matters of concem (see CC32. Independent examinati(M) of chaiity accc¥unt&' diwtions and guidance for examiners). Gfve here brief detalls of any Items that the examiner wishes to disclose.

CHARITY COMMISSION FOR ENGLAf4D AND WALES The Er5kinp ChritbbtrTntsi Receipts and payments accounts CC16a Forth• pwiod o?- -23 31FAw.24 Section A Receipts and payments Unrestricted futmts Restricted fvnds End¢wmonL nds Total funds Lasty8ar *th• n•rni£ toth• A1 RK•lpts 77.374 Sub totJl(Gross income for ARI 77,374 A2 A55et and lftv•stmont sal•4 (see tablel. Stsb total 38,389 38.3B9 32 03.432 38384 Sub totsl 63A32 63832 3BJB4 A4 A55et and ir7veslment rchases. see table Sub total 63.432 63NJ2 38,384 Nèt of rteèfflpts/(payMwj A5 TransfÈrs ttheen funds A6 Cash funds last year end Cash funds this year end 241143 25.IM3 38,990 24043 25,043 38,990 CCXX Rl ac¢Trts l&SI 10105r2024

Section B Statement of assets and liabilities at the end of the period Unrestricted fund5 Vd•4mSt£ Restricted nds towrgst£ Endowment funds to nn•t{ Categories B1 Cash funds 2U16 Tglal funds 2V16 511 Endovm8nt lunts to neafos1£ funds funds (onfr•re51E Details Fund tothkh Det81 ¢••t 1¢$ ntv•lu• Fund tothkh ¢ury•ntvalu• Details ¢o•t{¢g¥on•ri 84 Assets retalId for th? ¢harlty'$ own us¢ Dotails B5 Liabilities SiwÈd tsy0r ortthfj t behalf of 1 the trustees Dale of rov81 ShJnalure lan Fa CCXX F2 lUnts ISS) 1010512024