2024-03-31-accounts - The Ashtons Charitable Trust

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Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

Trustees’ Annual Report for the period

From 01/04/2023 Period start date To 31/03/2024 Period end date

Charity name: The Ashtons Charitable Trust

Charity registration number: 1158182

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	For the public benefit and in such ways that are exclusively charitable according to the laws of England and Wales, to raise funds throughout the year to donate or otherwise distribute for the benefit of any charitable body or charitable bodies, or for any other charitable purpose, as the 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.
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	The Trust has paid out £16.7k 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.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	We confirm the trustees have had regard to the Charity Commission’s guidance on public benefit.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
	Para 1.38
Policy on grant making
	Para 1.38
Policy on social investment
including program related
investment

Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

Para 1.38 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	The Trust has paid out just under £17k 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.

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

Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Cash positive position
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Trust only expends donated funds and has no other expenditure. As a result, the charity does not have a reserves policy.
Amount of reservesheld	Para 1.22	See above
Reasons for holding zero reserves	Para 1.22	See above
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	No concerns noted

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

Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
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	Appointed by resolution at a properly convened meeting of the charity 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 Ashtons Charitable Trust
Other name the charity uses
Registered charity number	1158182
Charity’s principal address	Chequers House 77-81 Newmarket Road Cambridge Cambridgeshire CB5 8EU

Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

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
	Alan Brown
	Lyn Wicks

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

Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

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)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address




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

Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)	Signature(s)	~~he~~ ~~RO~~
Full name(s)	Full name(s)Adrian Mundell
		30EC9BE94777400...
Position (eg Secretary, Chair, etc)	Trustee	19-Aug-2024

Date

Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

		Charity Name						No (if any)	No (if any)
		Ashtons Charitable Trust		Ashtons Charitable Trust				1158182
		Receipts andpayments accounts								CC16a
	For the period from ~~ee~~			4/1/2023 3/31/2024 Period start date Period end date To ~~e~~
	Section A Receipts and payments
		Unrestricted funds		Restricted funds		Restricted	Endowment funds		Total funds	Last year
		to the nearest £	to the nearest	to the nearest £	to the nearest £	to the nearest £	to the nearest £		to the nearest £	to the nearest £
	A1 Receipts
	Donations	11,380		-	-	-	-		11,380	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
	*Sub total*(Gross income for AR)	11,380		-	-	-	-		11,380	-
A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - *Total receipts* 11,380 - - 11,380 - ~~——————~~
	A3 Payments
	Grants	16,703		-	-	-	-		16,703	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-
		-		-	-	-	-		-	-

Sub total [ 16,703 ] - - 16,703 - A4 Asset and investment purchases, (see table) - - - - - - - - Sub total [ - ] - - - - ~~—~~ Total payments ~~—————~~ 16,703 - - 16,703 - Net of receipts/(payments) - 5,323 - - - 5,323 - A5 Transfers between funds - - - - - - - - - - A6 Cash funds last year end Cash funds this year end - 5,323 - - - 5,323 - ~~=====>~~

CCXX R1 accounts (SS)

8/15/2024

Docusign Envelope ID: C42DF446-6D8A-4DB2-AD61-37C6293D2A81

Section B Statement of assets and liabilities at the end of the period

				Unrestricted	Restricted	Endowment
Categories		Details		funds	funds	funds
				to nearest £	to nearest £	to nearest £
B1 Cash funds	1,884 - - 1,884 *Total cash funds* Cash at Bank ~~—= ~~				- - - - - - - - ~~==~~
		(agree balances with receipts and payments	(agree balances with receipts and payments
		account(s))		Agreement Error	OK	OK
				Unrestricted	Restricted	Endowment
				funds	funds	funds
		Details		to nearest £	to nearest £	to nearest £
B2 Other monetary assets	- - - - - - - - - - - - - - - - - - ~~=====~~
		Details		Fund to which asset belongs	Cost (optional)	Current value (optional)
B3 Investment assets	- - - - - - - - - - ~~——~~
		Details		Fund to which asset belongs	Cost (optional)	Current value (optional)
B4 Assets retained for the					-	-
charity’s own use					-	-
					-	-
					-	-
					-	-
					-	-
					-	-
					-	-
					-	-
				Fund to which	Amount due	When due
		Details		liability relates	(optional)	(optional)
B5 Liabilities	- - - - - ~~——~~
Signed by one or two trustees on behalf of all the trustees		Signature		Print Name	Print Name	Date of approval
				Adrian Mundell	Adrian Mundell	19-Aug-2024	15:09:46 BST

CCXX R2 accounts (SS)

8/15/2024