Charity I￿lstration iiiimber.. 1149224
The Peggy and Mollie Thoinas Charitable Trust
lor Il)e Year Endtsd 5 Api'il 2024

Tlic Peggy Mollie Tlionias Charitable Ti'ust
Coiitenty (coiitiiiiied)
RefLrLllLe aiid AdiJiinisti'Jlivc Dcl&i1s
TI'uiiLes' Rci)i)11
2to4
IndepEndenl Fxaiiiinerfs IILpori
StJteiiielll of Financial AcliviliL5
6tTr7
Balaiice Sli¢et
Notes to IhL financi81 Slaien)¢nls
910 15

The l'eggy #lid Mollie Tliomas Chaj'itable TYii8t
Refereiiee ai)d Ailiiiiiiisti'ntivc Details
Mr S Ball
TK115t¢e5
Mr S 14llll
Ms J Lidsl(In¢
Mr4 S 13LLr
Chshyity RegistvAtloik Nuijibti.
11¢19224
Aiiilltor
LHP
Lly% Deri
l)Ji'c l?enshi
SA312NF
Piige I

Tlie Peggy all(1 Mollic Tllfinifis Chai'ifable Ti'ust
TJ'ustec%' Repoi't
21124.
Objtctii'es lld >ictivilles
Oljjeeis Éiiidiiliiij
Ih(kse piirposes are i(1 ¢1Llii¢vu rL'lii¥ns on 518 inve51nibnlb ii,lii¢h illr then donaled lo oihLr LliuiiliL's uiid OlEanis4lion%
Piibllc beiie]Ff
Tru5t¢¢5 Aiiil orricers
'rhc Iriislet5 Lil'licei's seiwiils diirsnu Ihi ycaT and %iiict IIIL ycai, Liid ivLrL' IL s lolloth'.%'.
Mr S Biill
Mi. M J Bell IrLsi&biiLd I I'chi'uary 20241
Ms.1 Lidsloiiu
Chaiiinaii..
Striicluyei goveriJnMI't iirtil mgnHgeiiiriit
PtlLTL 2

The Peggy ii lld Mollie Tliomgs Chaviti4 ble Ti'ust
TYustLlQg' Repoi't (contiiiued)
Mnjor i¥sk.i' ¢14diiiiiiift¥eiiieiil oJ'llir&5e rl.lh
TIIL li'11slee8 hJve a duly 10 idei)lity aijd IEview tlie i'i8ks Iv )vhicli Ihe cliarily is eKpnsed uiid i(> Lnsuir appl￿pri#l¢
conti'ols tLIE in pl42ce 10 providL [￿1¥0￿able a$8iirTrncc iiLJiiinsl fi-.
The fyliai'ily's Iruslec% acliveljr Inoiiiloi. Ihe I'isk% involved in ILSPLLI of 118 inv¥bliiiLttIE. The I￿v￿lMe￿t wrtfolio
15 mun<iLied by pix)fe%8ion&l fidwi¥oi'y to rediice Ilie.%e ri%k%.
COI/JD-19

Tlie Peggy ancl Mollie Thomas Cliaritable Trust
Tt'llstec5' 1leiM>rt (coiitillued)
UnilLd Kii)Lidoiii ALCDiinliiig Slandard8 Iuniieil Kiii£ilDin Ciei)ei'ally A¢¢ei)ieil Autsiiniino Pr4cticel ai)i)IiLable
miike jEidgemeiil8 and esiimales that are re%Lqt)iiol)l¢ 1)d priid¢iii',
'llJc Jnnuul I'cpoi'l ￿,￿5 JPPTOI'Ld by Ihe li'LisILes ofihc cliarily
Ms J Lids11)n
Mi'.¥ S i8￿].
'I'ITI%i¢¢

The Peggy And Mollie TIIotllll5 Chai'itablc Trust
Independeiit Ei xamiiiei's Repoi't to the trii.4teey of The ljeggy Mollie Thumas
Clliiritnble Ti'iisl
I rcpoil lo Ilic IriEs'i¢Lq ali iii>' exaniiiialioi) af the accaiinl% ol'ThÈ Pe¥gy Jnd IADlli¢ Ilioillas Lharilable Ti'ii.%l for tl)e
ycaT LndL(l i Api"il 2U24.
Respoiisibilities rtiid brtsls nf report
As, the ¢l)iii'ilJ' Ii'u51uLs ut'l'l)L Jiid Mullie'FIM)iiia8 Lhai'ilahle Ti'u%l y()U £il'L r￿sPoIl51b[e toi. Ihe prEI)araliun L)l-
l i'Lpuil in rLspLLI of lliy exam&t)ot*on of the The PeEB)' ,Ind ￿l01]ie Thiim¢iY Chtii'ituble TrL15t's accoun1% cai'i'iLd oiil
givLn by th¢ ClJaiity Coii)miY5iOT) iindei 5ecli(Trn 1451iMbl nl. Ilie Acl.
lll(Iti)enilent exAininei"s stAttinent
atcntsniing reiDrdE ivere iioi kepi in 1.￿<peCi1 nl"I'li¢ PcLL)r ajid Mollie TlioJna* cl1￿1.%t￿ll)1t Trust ds requii'ed by
8eciion 1311 ofih# Act. or
2, Ihe accoui?Is do noi aw1)1￿ uriih Ihi)%e r¢tyords; 1)r
3. Ilie acboiin18 Ll() not ¢otni)ly iirilh Ihl <lCLuiiniinb? requirenienls ronceiniiig Ilie loi'ill ￿11￿ eoni¢nt ofclC¢OLints ser
have no ¢on¢LI'ns havL cum¢ iiLT05S ni) 4)Ihcr In4ill¢ts conneclittn 14'iili IhL Lxiiiiiinalion ro wlii¢l) Iienlioii
Llys Deli
Payc Pe118EIII)
Ctii'mthi'tl￿1Trshl￿L.
SA312Nr
Date.,

Tlle Peggy And Mollie Tl)oniAs Cli*Yitable Ti-ust
Stateineiil of Fill#1ncinl Activili¥s fol. tlie Yelli. Ei llded 5 Apj'il 2024
Unrestricteil
2024
Not¢
Inconie Anil En(lowniciils fi'oill:
33,170
33.-771)
33,3711
[1 Apenditiii'e on..
2,572
38,782
2,572
18.782
Toial LI￿n{SItu1'e
Cjaiiisllosseq oil ini'Lslmciil asscls
41,354
31.9861
41.354
131.98hl
Nel incoiiie
24.(K>2
24.0112
Ncl i)Joveineni in Iiindb
24,002
24,002
ReconLRli£?tion of fiiiidy
713.04¥
Fol￿1 fiinds cairi¢d fuiii'urd
737,050
Ullresti'lcted
fTin(1s
737,050
2023
Note
D47nali(11)s ynd legacie
Inve.%lmenL illbL)InL
701
35,731
70L
35.731
'rotal inc(Trine
36.4.32
3(?.432
2.656
37,822
2.656
37,822
'lutdl E.xpetidiliii
40,478
160.6721
40.478
1611.()721
1fv1.7181
164.7181
164,7181
164,71111
777.7(?6
777.760
713,048

Tlie PegEY AiiII IVIolllo Tlionias Ch81'il8ble Tj'iist
Statemciit of fiiiianclAI ALtivities foi. tlie YCAI, Ei iiilcd 5 Api'il 2024 (coiitiuuedl
-lThe fuii(18 biyjkdfrwii lor 2023 18 &lJowrJi ji) nolB 10,
PaLJL 7

I'he Pvggy aIid Mollie Tlioniail Chai'itable Tx'ust
(RegistE'lltlon lliiniher: 1149224)
Balaiice Sheet At 5 Api'il 1024
X024
2013
Note
ri5kod hssot5
lnilestLne￿1Y
722,447
693,043
CiiJi'¢nt Asset%
Cash at bank &iid ih liand
15,863
21,275
11,260
Crediloi'5,' A]nolliJts hiIlÈiig du¢ iYltl)Iii Dh¢ ytR¥
Not cui'r¢nt Rs&ets
1,2601
14,603
20,UIS
Net ￿$￿DÉ&
737,050
713,046
iiids 0£, tlie eIiNI-ity:
Ui)I'EStI'icted iiicome fiillds
Urn'Èsli'icLed liinds
737,050
713,D48
Yl 3,048.
Totol fii)Ids
731050
TIR fiMI)ci&l staleineiits 011 pa&es 6 10 1.5 weye appraved by th¢ truste.es, #lid JiilliD¥lsed foi, i55Uts 011
sigiied oil IliesK bcli4lf by..
B￿1
Chalrman ?Dd tl'llglee
s l Lidstuii¢
Ti'LWtee
S Be81.
Tli# IiotO8 011 pagss 9 10 15 foi'ii) ali l)Jtegibl PSTt of ihc3¢ fiiianGial stut¢iiiei)ts.
l)age 8

Tlie Peggy aiid Mollie ThoniA5 Ch•irilThble Truyt
Notes to tlie Fii)*n¢ial Stateiiients for tl)e YeAI' Ei Jicled 5 Api'il 2024
l ActoiintiJ)g iTrolicles
Stfitemciit of f oJiipli6iiire
atKS Repiiblifj vl. li'Lland IfR8 1021 nd Ihe Cligl1'ilie8 Acl 21111.
B￿sIS of prepni'ktioii
Tl)e IJcL)2y tind Mollit Thoma4 Charitlc ble -l-rus1 nitel¥ Ility deliniijoD ol. a i)iihli¢ benefil eniilir linder I",RS 102. '1'hc
Exeillptioii fiom pi'¢D¥i'lllg noiv ststtement
Tlie chai'ilj, opted to eThrlJ' adopt BiillLlilI I publi%hed on 2 Febru•i3, 2a16 and knvL th¥J'etorL' iiol intiliidcd a cRsh
floiv %laletneht in thLSty fitsan¢ial slalctnenis.
Coing concej'n
The trÉi&tees c0J￿iller Ihal their aT¢ niat¢YiJl unbui'liiii)li¢8 al)oiil Ihe clJai'ily'% ability to cDTrtiniie a goin
COT)Lcrii.
Incotiit >iiJil ¢ndowwi¢nt
Voliinlary ii)cniMc inLludinLY donatiung.. ¥J jft%. legii¢i¢g attd nl& that provide LOIL liindiJiLb i)I' ￿rL, ufa geiJeral nlc lur
Don&lions and l¢gacie% are rEcogni5cd oli t) EL'¢Livalile l)osis Ivheii I'eceipt is probable And tho amoiinl bL TLlikibly
n)easiirLd.
I Xpemilitiire
AII C%PLndiliiiE Ès rEcogTiiibcd OliLC iliere is 1¢ le&¢il oi. cDnsti'iiclive obliuulioii 10 Ihlll txpei)diluir, il 1% piohable
si% Dr lin)L SPLfiI, #lid (lupi'e¢ii( lii)n Lhiii-L)Ls rill0L￿ILd nj) Ilie poi'lioii of the a%%cl'8 Usc. Oiliei. %iipp(irt costs a
allociiled ba%cil (In Ili¥ %preEid ol. glalTcD%l8.

Tbe Peggy RIid Mollie TIIoniAS Cliai'itllble Ti'ust
Notes to tlie fiinaiicilll StAtoineiits for tlie YCAI. Ei ncled 5 April 2024 (coiitiiiued)
CliiiriliiblÉ rttiliyltiey
Siippoi't eosls
SuppDrl i051% intludL eenlr¢il lunGtionE clnd IiiL ve b¢Lii nll()C<iled IcTr ￿￿tIV11Y Lost categoriLS on a ba81S Lon*isienl ¥iriih
nd Dilier Losi% hy ili¥ir U%<ig¢.
G(bvei'n%bnce tts5ts
I'&x&tiori
of Il* CorpDi7lion .1 kix Aci 2010 01. SeLli￿li 25() Dl. tlic-fiixÈilioii of Cliai'gLablL Cjiins ALI 11)t}2, 10 Ilic eNleiii Ilial
Fixe(I nssct iiivt4tJneknls
Cas11 CR511 oqiiivalents

The Peggy and Mollie Tliomas chai.1t￿ble Triist
Notes to the FiiiAJieili I Statemellts foi. tlie Year Ended 5 April 2024 (cojitiiiued)
JlorroiYing$
liiicrest-beaiing bi?I'i'Lii¥ingbs ai'L Illltially &'Ecoi'dcd al lair valutt, Iiel of ITai)%aclion ca%ls. Inlere%l-bearing bon'oM'ing%
tlie Keltv&iil borrowing.
Iiileregl expenge Is tecriEAiSed on Ihe ba%1% of. the effe¢iive iiiiere%i 1neih•a &iid i¥ inLliided in inlei'est piiyablL aiiLI
liabilily foi. (21 le￿1$¢ twelve nionllis liner Ihe i'epDI'ltng dÉile.
iiinil striithir¢
UniLylriLtLd iiiLomL ftindy ¥iL' g¥LJlTrI'til liinds thal &lL ov&ll￿ble for iise nt the Irii8iee% diEciriiDtI in fuittliei'unw ofihl
iinAiici&I iD5h'iiments
I,'inJn¢ial ¢lS5els Jnd linJn¢idl li(Ibililics brL IrLouyni¥LIl WI￿1} the charity becaine8 a i)arly lo Ihe conlr&clLIRI
eiiiered inio. Aft eqiiily in8iriinieni is aiiy ¢oniraci Ihcll ev%dences il residLl&il iiilLI'LBI in Ilie n8SCt% of the charity iL ftei.
a legally entOlLLHble lo %et oft. the ￿L￿gi)iSed aiiii)Iint% Lll)d Ihe cliLI1'ily int&nd% eiihei. to geiil¢ OD il n¢1 liasi5, Q)I'
lo re￿lIst the nsstt and seltle the l&ability.%lmLIIIiiiKDu81y.
bNpire8.

The Peggy Aiid Mollio Tliom4IS Cliai'itable Ti'ust
NDte% to the Financial Stateiiiellts fol. the Yeaj. Ei ii(led 5 Api'il 2024 (contiiiued)
Inveslincnts ij) nnn-Luiiverlible pielirLI)CL .¥lia¥os 111)d non-PLittahle oiYliiJrlly Dr prEfei'eiiLL sharey I￿,lIe1￿ shurLS dre
InvLytinenl% in suhsididrie% LIDd I￿You1￿1es ai'L ni¢J&urvd al co%1 IL%S imi)aii-mei)i. fvi. iiiveslmei)18 in %ubb'idi4rits
Derli￿lIVe fiiiNIiLifillit.tlriiiiieiils
Fftlr 11(IliiE ￿le￿S￿lfeIIItlI#
Tl)e besi Gv¥dcnce nr rair Vrili* 18 a iiiioliLI pi'ice r(Jr £11 id¢nli¥al a%sel in iiLltiie mark¢i. Whin iiiiolLd pi'Éce8 arc
2 IDeomE fj'om (lonations nllil legkeies
Uni'estricteil
Totnl
CTeii¢ral
T(ktal fDI' 2024
Total foi. 2023
7Ql
3 liivestjnent inconie
TutAI
.33.3711
Totftl tot. 2024
33.3711
33.370
TotAI fot. 2023
35.731
35.731

Tlie Peggy ￿1](1 Trlollic Tlionias Cliai'itable Triist
Notes to the FinAihciRI Statemeiits foi. tho Yeai. Elided 5 Apl'il 2024 {eoiitiMue(l)
4 ExiJci)Ilitiire ¢hiritAblt ftelivktles
Uiii'¢5ti'icted
To1￿1
Notc
37,400
122
1,260
37.400
122
.260
AlloLalLd s11pporl cosls
(iovernance costs
Totni for 20241
38,782
I'otAI foi. 2023
37.H22
37.822
S Analysls of govei'iimiice Aiid SUPPDI't eosts
Covei'iinELce cos15
Utiie5triettrt
fuMI15
Tntlll
Iiidependemt cxiunincr tic
1.260
1,260
Tot￿1 foi. 2024
1.260
1,26a
Total foi. 2023
,260
1.260
6 1iidtpcnd¢Ji* ¢x*rtilii¢r's r¢mNiiLriitioiA
2024
2023
iiiinaiiDn nfilie financial 8i&lemei)L8
1.26U

Tlle Peggy and Mollie Tl)on)Ms Charitable Ti'iist
Notes to tlie Finaiicial Stxtemellts ftsi, the Year Ei)ded 5 Api'il 2024 (¢01)tilluecl)
7 Tax&tloti
8 Flxt(I ksstf inv¢5tMehls
21124
2023
Oiher iiivcstnieiilE
722,447
693.D33
Othti. iijvestments
T(bt￿l
Al l) Aiiril 2023
693.033
31.986
693.033
311)%6
Al 5 April 2024
725.1119
725.01é)
Net bool( VAliit
Ai S April 21124
725,019
At 5 Apvil 2023
6()3.033
693.033
9 CrȢlitOl'8'. amoiint$ f8llAiig diie wltliin oiit ytnr
2024
2023
1,26

The Peggy #Jill Mollic Chai'itable Trust
Note% to the Finaii¢ial Stateineiits foi. the YeAr li iided 5 April 2024 (eolltinued)
10 Fiinds
Otliej.
ree(k¥iiise(I
B&liiice at S
g￿1115]11￿5se¥I Ai)I'il 2024
B4?lauce at 6
Api'il 2023
ResDur£es
txpen(led
ITsDiJI'¢r5
Unre5trictoil flliiils
CJ¢￿eral
713.048
-13.)70
{41,3541
31,986
Otlitr
'ecogiiKs£d
B*lniiet At S
gRiMslllos$¢s) April 2023
Biilnnce HI 6
Api'il 2022
Rtsoiii'tes
expeK(le
rEsoLEices
UnrEstri¢teil fiill¢ts
General
777,76()
36.432
140,4781
16U,6721
711.048
I l An•lysls of net xssets betwee]1 fiiMd5
Uiircstii¢t¢
TotAI fiiiids nt
2024
rixed 4%set inveslmLiil%
Current asscls
72j,OIL)
15,8()3
11,26UI
725.019
15.¥63
,26VI
Total nel IG yscI%
73(),622
73l).622
Uni*sti'itteLI
Total 141llLls al
S April
2023
61Ji,689
21.275
11,26UI
695,689
21,275
Current
Toial nel ￿9￿18
715.704
715,704
12 Rel**oil pni'ty traiJ5*Ctlons

The Peggy and Mollio ThoniRS Cliaritable Ti'ust
Stntemellt of FiIiciJicial ALtivitieb by fuiid fol- the Yexj. Ended 5 Api'il 2024
202¢1
202J
Inconie oii(l EJJdoiYmeiits fi'oJ]i'.
7111
35,731
33,370
Toial inGonie
33,370
36,432
2.)72
18.7¥2
2,656
37.822
41.354
40,478
160,6721
Gain￿l05￿L8 Dn inveglnicnl a%SLI%
Nei inLoiiIL/lexpeiidituitl
24.1102
164,7181
Rtcomtiliation of fuilcls
713,04
777,766
Tulal tiincl% Ltii'ried Foiivllrd
737,D511
711.048

Tlie Peggy Mollie ThomA¥ ChAI'itRblc Ti'ust
Det%iled StAteinent of Fiiiallci81 Activities for the Ycaj. lldcd S Api'il 2024
Total
2024
Total
2023
Incol￿e Ei nllownients fj'om..
DonaliDn8 Lind legL1cies
Imveslinciil incoiae
701
35,731
J3,370
33,370
36,432
JLAiTrenditui'e DJI,.
2,572
38,7112
2.656
37,822
TO1￿￿1 ¥xpendiiurL'
GiiinOlusyLS on ii)vLstment èiyset
41,354
31 ()86
40,4711
160,6721
Net lllLoJnellexpendilurel
Net illovement in fLlI)d8
24,002
64,71BI
24.002
164.7181
R¢con¢ilialion of fiiJi(Is
Tolfil ItJnd.4 biDLILlii fonvui
713.0411
777,766
uliil liinds L*i'J'iEd foriyard
737.050
713,048
This pagL di)e.F rol f(>rni parl i)I'ili¥.*lalulor), finanL1￿1 slaltmtiil%.
P4LTe 17

The Peggy an<1 ￿l011]e Cliaritable T)'ii.st
DetAiled Stateinent ol. FittaiiciAI Activities foi. the ye￿1. li ndeil 5 Api'il 2024 (coiitiiiued)
Total
2024
Tol•l
2023
DuiittlltsiiJ ¢iiiil lÉgflC'iey
l.egaLie5 uiid beqLie81%
701
701
33.370
35,731
33,370
35.731
Rffi.5iiigfiiiifl.¥
2.5721
12.C?561
12,5721
12.65()1
Cli(ii'ilnlJle Ncfiiilll
37,4011
50
72
1,260
36.4011
95
67
1,260
ik charg¥b
8liare L)f¥JLTrV¢I'nancE cos1%
37,822
161),672)