Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 04 2020 To 31 03 2021
Section A Reference and administration details
Charity name The Ashtons Charitable Trust
Other names charity is known by Registered charity number (if any) 1158182
Charity's principal address The Long Barn, Fornham Business Court Fornham St Martin Bury St Edmunds Postcode IP31 1SL
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(if any) |
|---|---|---|---|---|
| Adrian Mundell | ||||
| Nigel Maguire | ||||
| Alan Brown | 24/02/21 – 31/03/21 | |||
| Lynn Wicks | 24/02/21 – 31/03/21 | |||
| Charles Webb | 01/04/20 – 16/12/20 | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Appointed by resolution at a properly convened meeting of the charity Trustee selection methods trustees
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
The objects of the CIO are:
For the public benefit and in such ways that are exclusively charitable according to the laws of England and Wales, to raise funds throughout Summary of the objects of the the year to donate or otherwise distribute for the benefit of any charitable charity set out in its body or charitable bodies, or for any other charitable purpose, as the governing document trustees may from time to time in their absolute discretion think fit in such exclusively charitable ways as the charity trustees think fit in furtherance of these objects.
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The Trust has paid out £11.5k to charitable bodies or causes. Funds raised but currently held are due to be distributed in the following financial year. All funds have been received via donations.
We confirm the trustees have had regard to the Charity Commission’s guidance on public benefit.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
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Section D Achievements and performance
Summary of the main The Trust has paid out just over £11.5k to charitable bodies or causes. achievements of the charity Funds raised but currently held are due to be distributed in the following during the year financial year. All funds have been received via donations.
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Section E Financial review
Brief statement of the charity’s policy on reserves
The Trust only expends donated funds and has no other expenditure. As a result, the charity does not have a reserves policy.
Details of any funds materially in deficit
N/A
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Adrian Mundell Position (eg Secretary, Chair, Trustee etc) Date 07/02/2022
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Charity Name No (if any) Ashtons Charitable Trust 1158182 Receipts and payments accounts CC16a
For the period Period start date To from 01/04/2020
Period end date 31/03/2021
Section A Receipts and payments
Unrestricted Restricted Endowment funds funds funds
Total funds Last year
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Total funds | Last year | |
|---|---|---|---|---|---|---|
| A1 Receipts | to the nearest £ 13,293 6 - - - - - - 13,299 - - - 13,299 11,500 - - - - - - - - 11,500 - - - 11,500 1,799 - - 1,799 |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
to the nearest £ 13,293 6 - - - - - - 13,299 - - - 13,299 11,500 - - - - - - - - 11,500 - - - 11,500 1,799 |
to the nearest £ | |
| Donations | 13,293 | - | ||||
| Interest | 6 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
13,299 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - |
- | |||||
| ~~Sub total~~ | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Grants | 11,500 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 11,500 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| 1,799 | - | - | 1,799 | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 1,799 | - | - | 1,799 | - |
CCXX R1 accounts (SS)
07/02/2022
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Cash at Bank Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 8,778 - - - - - 8,778 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Adrian Mundell |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Adrian Mundell | 07/02/2022 | ||
CCXX R2 accounts (SS)
07/02/2022
2