## **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
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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(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** **TAR** March **2012** 1 ## **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. **TAR** March **2012** 2 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: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. **TAR** March **2012** 3 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. **TAR** March **2012** 4 ## **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 **TAR** March **2012** 5 **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)**
**-**
**-**
**-**
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**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
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**-**
**-**
**-**
**-**
**-**
**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