REGISTERED CHARITY NUMBER: 1146388
RT OF ThE TRUSTEES AND
NAUDITEO FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31
869 HkJh R￿d
N128QA

**THE ALLEN TRUST** 

## **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023** 

|||**Page**||
|---|---|---|---|
|**Report of the Trustees**|1|to|2|
|**Independent Examiner's Report**||3||
|**Statement of Financial Activities**||4||
|**Balance Sheet**||5||
|**Notes to the Financial Statements**|6|to|9|





THET
UST
OED 31 MARCH
THE YEAR
Th8 trustetrs present thek F8PL¥t with the finandd s1thrn￿ of the thwity for the year ended 31 2023. Thè
truste8s have adopted the prowsKJn5 off Acc¢Mtry aThl Rel￿ting by Charibes: Slaternent of Reo)mmended Pr8cb
applicaL48 lo charlbos prowng Ih8lr actounts In arLordarte lh8 FI￿1￿4￿ Rrfth'rvj Standard 4)pleab18 in the
UK and R8puL4ic of Ireland IFRS 1021l8ff8th"￿ 1 ￿U￿Y 20191.
The accounts have tEen prepared in ￿0rda￿r* the 8cuNJnting pc**s set out in Note 1 to tl)e acojurts and
comply ￿th tl* Charitys govemir¥J (bJ(xxwtt the Chanlw Act2011.
O&JECTIVÈS AND A￿nvffl￿S
Obl•ctlvo8 and alms
The objects ofthe Chanty are for the relief of Pe￿￿5 an￿9￿ in th8 7M¥ld who are In c¢mdth¢￿S c4 need. ha¥dship or
distr8s$, and has m8inlainod thig 0¥8L*'v8 Wrthin th8 P8rKrfl. The trLo1995 C(￿tir￿je to 58wk out *Drthy ¢aLW5 and,
on agr88rnw*. donate to Ihem. In so d￿ng. the In￿¢80S tho Charfty a￿￿tI8$ for tho wbfic ben8fft.
hen¢* giv8 due r898rd ￿ th8 Charity C￿M¢￿On gui￿￿.
Thè ￿1¢1¢$ 84*)ptod ifi fiJtherance ol tho#• c*J¢cts are a5 d8Wt*d atThe and Ihere has been no d*nge in these
rfng th8 y•ar.
The tru8teos ha￿ paid due r•ga￿ b) guxlknce by Ihè Chwity Commis5Th in derxi*rYJ ￿8t ac1*￿tIo$ tha Charfty
should undertake.
ACHIEVEMENT AND PERFORMANCE
c￿￿￿ble actlvttl
The trust has continued to ￿ppryt c￿#85 as de￿tyJ in to thtse acojunts.
FINANCIAL RPIIEW
The trust conb'nues to hohy 8wnifKant resour￿ h•$ ornl t4nk mt8r•st in the olE6,722.
Invesfvnls have been mad• by ￿•Tr9 to or*J lthduaf$ al￿Wed fof subs1• grnater iTrter•8t
to bp gamed than malntsln1￿j ncKm81 bsnk
Inthst year from 6Th￿￿ as bans wa5 È20.169.
Total ¢J)nati￿$ recewed in PWKXJ E42,858.$9
Donations wer• r8C81ved Irom t￿te05 oft1.220.
STRucfuR& GOVERNANCE AND MANAoeMENT
Governlng do¢um•nt
Th8 ch8rty l¥ conlroled by Ns doeumgnl. • d8•a dbust and •n urlnc¥xpmtèd ch8nty.
Rwultment and •ppolntm•nt ol n•w tw*te••
The powèr of appow)l*vJ and lemo￿￿9 th8 ethdrvJ tru$t8•5 01 the eharlty. Aty trust•• m8mber
appThnt8d Shall ho￿ offica orty unor the ngxl AThwJal General Kleethr¥J they be elvi￿• for rwloeip)n.
Organlsatlonal •truoturn
All deTh5￿8 ar& takell by In￿190$ and agreernent mad• by
Inductlon and tralnlng ol now Irust•o5
11 is not consldgrod that any Wc rwwlrgw*nls JrB rwu¥8d lor traM*rq L¥ lTrJuckn ol truslBe& to Ihfj• Chadty other
than tho guldance from thè eyi5h.rg tn￿1•*
REFERENCE AND ADMINISTRATIVE I)ET￿LS
R•gi8tered Charity number
1146388
Princlpal address
Cedar Bam
Wwdhall
Hungry L￿•
Sen
Surrey
GU23 7LG
Pago 1

EYEAR
ED31
2023
TNstees
MrADMAl8n
Ms M Pdlrtt
Indep•ndont E¥amin•r
Mr G. Georgi(xJ
Sander Accountw)ts
869 High Road
London
N128QA
GOhlMEP4CalENT OF AcniimES
The charlty comm8n•J Its actNitie$ on 14th 2012.
or
er
ste8s on 22 Jawry 2024 aryl Sts bew ty.
18n- Trustee

## 

## 

## 



THE AL
STATEM
FOR THE Y
F FINANCIAL
ENDED 31
ES
2023
2022
Uw88th(knd Total
fvnd
fvnd$
INCOME AND ENDOV•lAENTS FR¢XI
Donations and tegacies
42.858
4.gJ7
Inveshnent i￿L
26,891
24,436
Total
69,749
29.343
EXPENDITURE ON
Charltabl• a¢tiviti
Ch8ritafAe donalM)n$
327.070
3,845
332.6n
100,489
NEf INCOMEI(EXPENorruRE)
1262.9281
171,1461
RECONCIUAnot4 OF FUNDS
Tolal hJnd¥ brought foThwd
2.187.449
2.238,595
TOTAL FUNDS CARRED FORWARD
1,9C4.521
2.167.449
Pagw4

CE SHEET
CH 2023
2023
Unrestricted
fuThJ
funds
CURRENT ASSErs
D8blors
Cash at bank
96B.973
941,
1.033,951
1.139,482
1.910.879
2,173.433
CREDITOR8
Iwnts *lthln ya
16.3581
15,9841
NET CURREKfAS8Ers
1.WM,521
2,187.449
TOTAL ASSETS LESS CURRENT LIABIL￿lEs
1.g¥)4.521
2.167.449
NET ASSErs
1,*)4,521
2,167,449
FUt4DS
Unreslrtted frJThJs
1.904.521
2.167,449
TOTAL FUND8
1,904.521
2.167,449
Tho financ￿1 8tatgM8nts 8pprov•J by thg PK•rd crf Trust￿ oThJ wllK¥lwl fty 22 Januvy 2024
81fby.' -
ADMAJlen-T
Pag8 5

THE ALLEN TRUST
NOTES TO ThE
IIL STATEMENTS
ACCOUNTIWG poL￿lEs
Bas18 of preparjng the Ilnandal statsrnonts
The ￿na￿la1 staternerts of the L*8rity. a wbk twefft ￿ ur4der FRS 102, been prep8Ted in
accor(Jance wth the Chafities SORP IFRS 1021 'Acrounbng and RwrtiTrJ by Charities". Ststement of
RgcornrTwd•J Praclir* appli￿@ io ctharilkns pr8paring Ih8ir 8ccMts in 8C(x)rd8nc8 wlth the FlTh6noal
RerK)rting Slandard a&￿￿able in UK Republ"c ol IFRS 1021 leflective 1 January 20191.. Financi
Reporting Standard 102 The Fina￿al Rew)rfing SlaThda¥d aprknble in thè UK and Rewbk of Ir￿￿. th8
Charities Act 2011. Th8 finan￿￿ sla18ments ￿en t¥epaftyJ urjjet Ihe hist￿￿4 c051 (xjnvention.
l income is ￿COgnlsed in the Staternont of FinancHI Pth"ts"es orKe the charity has enboemanl to the fvnd$, tt
L8 probabl• that tha InCL￿ ¥MI be aThJ the armurrt can b8 mea¥urgd reliatly.
Exp•ndltur•
LL*bllknas ar8 re￿niSed as expendhure 8S SLTh a5 Ihore i¥ a 18gal tx lx)n8tr￿i￿e ot4igats.on committing the
tharity to Ihat expenditure. it is probab18 that a tran6fer of 8m)rnic benofft5 te reqUI￿j in 8eth9rn&￿ and
Ihe amount of th8 obli9ab.on (an bo m•asurad rdiabty. Expgndth ffj wwnleL1 fof on an acouak b8818 and
ha8 boen classlfwj uNl8r h•8¢11￿ that ￿rOgate cost r94a￿ to e4tswy. Whère ccot8 ¢annol b•
dlr8Ctly attnbuted to parlknlar h8adSngs they h•v& bggn abx¥te(l tr) •c*"wl*8 (n a b￿8￿ cx)n8lst8nt u69
of resource&
T•x•tlon
The cha￿ty Is ￿Mpt Imm tsx c*wltatl& a¢X¥lUos.
Fund •¢¢ounWno
Unrestrf¢lgd be u88d In •ceC￿&￿e ￿ the (tsrt8t4& obithp8 at th8 dl8LYth 01th8t￿st8e9.
R¥slrkted funtjs be w•J Part￿￿1 restrlthd wrp(S￿ *ithin Ihe o*'8cts ofthe charfty. R08trkthn8
8riso by lh& when ère rawd for pth¢￿r restn"cleLI purr¥)88S.
Further eXFIan8￿on oltho and wrpoje ofeath in nctsg b) the fina￿lgI 8totoments.
Fornlgn eurv•nd••
Assets and Ibbiliutrs In foreign oJrenci8s are Irartsl8knJ Into slew4ry #l the rateB of exchange njllng 8t th•
balsncÉ sh•et d8te. Tran8xth￿S In forwgn Are I￿slated into sterting at th8 rate of 6xd)ang8 rullng
•t Ihg date ol trt*)sadJ'ofi. Exthange dhyarenw arn taken into a￿￿rtt in arti￿ng at the cswathr¥a re6
INVESThIEKr wcome
2023
Int$r8St rg¢•4s*d
28.891
24,436
CHARITABLe AcnvmES COSTS
Dlrnet
Chartstk (%JnolKffjs
327.070
African RevNal
Salvaii)n Amiy
Grange Park Opera
Clnnamn Ne￿Ir>[k
81shop Alls¢M Tl*dogk4 C
Ukraine AmbulwK8
Mission AvialiC￿ FeknNp
Hospicos ol Hope
Epis(x)pd Church Svppwt
Baptist Joseph Fund
SAUKT FthJr8ising
J8.463
10.C
562
1(K)
£327,OTO
continu8d...

THE ALLEN TRUST
NOTES TO
OTH
123
2022
ForekJn exthange d4ffefen
Tra¥81
Support ¢L￿ts
11,6131
4,598
1.170
2.475
TRUSTEES. REPAUNERATION AND BENEFrTs
Th•r• w8r• Irtssts•8' I￿￿•raI￿} or oth•r t•n8llts for Iho •nd•J 31 Marth JJ23 nrxfor tho yoar oThJod
31 Marth 2022.
KtrA D M Alen, a truslee Cfv•nty, ¥As eyponsos of£4,&J8 fry vtyl8 to Africo.
o)nslst•d of£1.598 lora lrfp to UgwN1a and a E3.(*)) for a trfp to Sujth &don. Both bl86e trfps rdat*J to
rtv)nitorry fi)r mwJe to the CharityAfrkn Re¥vnl.
COMPARATIV&8 FOR TrIE 8TATEMeNTOF FINA14CWI ACTMTIES
unrgsln.ctod
fvnd
INCOME AND ENDOWMEPITS FROM
Danalion8 and legacies
4.907
Inv8Stm8nt incomg
24,438
Tot•1
29,343
ÉXPENDITURE ON
Charltablg •Gllvltlo5
char51a￿* don8tK)n8
Other
3,645
Total
100,489
NET INCOMEiiexpeNDITURe)
(71.1461
RECONCIUATION OF FUNDS
Tot81 frjnth brought lorw8rd
2.238.595
TOTAL FUNDS CARRIED FORWARD
2.187,449
Pw7
ntinued...

TES TO THE FINANCIAL STATEM
FOR THE YEAR ENDED 31 MARCH 2023
DEBTORS
21Y23
2022
A￿￿￿J￿18 falry due one yw.
Other d8btcfs
,737
117.976
Amunts falling (*J8 after KTrJrèth#n on• sw.
Othw (18blc
913.236
915.975
Aggragata alt￿￿nts
968.973
1.033.951
Loans have been made to toeal bjsiness. and Ir￿N#Ju#l$ at intèrest rnles greater lo Ihose ollered for deposits
th ts high slreel banks. The charily is Iherekne ab￿ to rea&se a grealw level ol Inte￿$t ￿ its cash deposit*
CREDITORS: AMoup¥fs FALUNG DUE ONE YEAR
2023
2022
Other credltors
5.984
MOVEMEKT N FUNDS
N8t
At
31.3.23
1.4.22
in fvnds
Unr••trl¢t•d fvnd•
G¢ngral fund
2,1e7.449
(262,W281
1,904,521
TOTAL FUN08
2.167,449
1282.9281
1.904,$21
Net wi funth. incl￿d in Ihe are 88 lo*Ms"
IrKomirwJ
•xpond
in fvr*Js
Gengr81 fv
69,749
(332.6ni
1262,9281
TOTAL FUNDS
69.749
1332,6771
{282,9281
At
31.3.22
At 1.4.21
in hJnd8
Unr•8trlct•d fun
Gèn8ral fund
2,ZJ8.595
171.146)
2,167,449
TOTAL FUNDS
2238,59S
171,1461
2.167.449
Page 8

THE
NOTESTOTHE FI
ENY
MOVEMENT W FUNDS-contlnuod
R8sowces MoveD*nt
in luThts
Unr•strktèd lunds
Genera
29.343
(1(N).4891
171,1461
TOTAL FUNDS
(l(K).489
171.1461
A euThent y98T 12 [￿)nIh5 and 12 wrK*)trw ￿lI￿On * asfal(v*6'.
nK)verrwit
in lunds
At
31.3.23
Al 1.421
Unr•atrl¢t•d fund•
General fund
2,TJ8.595
1334,0741
1,904.521
TOTAL FUNDS
2238,595
1334,0741
1.9)4,521
A cuThent year 12 nKrfi¥ and Why year 12 months c¢mt4'rwd net M￿rne￿t in fi￿d￿. irnludèd in th¢ atthe arg
85 fokn..
INJ)mlng
R8sour
8xpond•
vèm8nt
In lunds
Unr••trl¢tsd lund•
Gonor* fund
1433.1661
1334.0741
TOTAL FiINDS
99.092
1433,1681
1334,0741
10.
RELATED PARTY ok￿L03uREs
At y8ar a b8l&nc* 18 ¢y*wI to Ih? c4iwty of £913238 by Mr. L of tho trustea Mr. A D M
Ion.
Mr. LAlen ￿18 ¢W £13.7￿ In the ￿ 88 intwwl tho ￿.
DuriffJ th& yoar, £1,220 drffiated by the Ino1•* Ms. M. Poh'lL
Mr A D M PJ8n NIMt￿l￿d traNpl *) of£4,598 mc￿1￿1¥Y to Alric&.