## **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
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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 reS￿t 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 ap￿able Di￿li(Th given by th8 Charity Commission under secti(￿ 145(5)(b) of Ihe ACL Independent examlnerfs ststsment I have Com￿￿j 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 r￿UirementS concemirvJ the fcffm arKI content of acct)unts set out in the Charities (Ace￿nts aThJ Repjrts) Regulations 2008 other than any requirement that the accounts give a Irue aThJ farf vtew which is not a matter conSider￿j 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 a￿￿nts 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 Ch*rit*bbtrTntsi 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/(payMw￿j 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 n￿n•t{ Categories B1 Cash funds 2U16 Tglal funds 2V16 511 Endovm8nt lunts to neafos1£ funds funds (onfr•re51E Details Fund to*thkh Det81 ¢••t 1¢$ ntv•lu• Fund to*thkh ¢ury•ntvalu• Details ¢o•t{¢g¥on•ri 84 Assets retalI￿d 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 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 reS￿t 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 ap￿able Di￿li(Th given by th8 Charity Commission under secti(￿ 145(5)(b) of Ihe ACL Independent examlnerfs ststsment I have Com￿￿j 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 r￿UirementS concemirvJ the fcffm arKI content of acct)unts set out in the Charities (Ace￿nts aThJ Repjrts) Regulations 2008 other than any requirement that the accounts give a Irue aThJ farf vtew which is not a matter conSider￿j 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 a￿￿nts 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 Ch*rit*bbtrTntsi 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/(payMw￿j 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 n￿n•t{ Categories B1 Cash funds 2U16 Tglal funds 2V16 511 Endovm8nt lunts to neafos1£ funds funds (onfr•re51E Details Fund to*thkh Det81 ¢••t 1¢$ ntv•lu• Fund to*thkh ¢ury•ntvalu• Details ¢o•t{¢g¥on•ri 84 Assets retalI￿d 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