Docusign Envelope ID: 772C737B-FB9D-41C4-8844-24DB608D093B
Trustees’ Annual Report for the period
From 01/04/2024 Period start date To 31/03/2025 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 £1k 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: 772C737B-FB9D-41C4-8844-24DB608D093B
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 £1k 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: 772C737B-FB9D-41C4-8844-24DB608D093B
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 reserves held | 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: 772C737B-FB9D-41C4-8844-24DB608D093B
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 Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties 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: 772C737B-FB9D-41C4-8844-24DB608D093B
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 (ifany) |
|---|---|---|---|---|
| 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: 772C737B-FB9D-41C4-8844-24DB608D093B
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)
| Type of | Name | Address |
|---|---|---|
| adviser |
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: 772C737B-FB9D-41C4-8844-24DB608D093B
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) R> ~~Ni Wn~2~~ 30EC9BE94777400. Full name(s) Adrian Mundell Position (eg Secretary, Trustee Chair, etc) Date 03-Sep-2025 | 18:47:03 BST
Docusign Envelope ID: 772C737B-FB9D-41C4-8844-24DB608D093B
| Ashtons Charitable Trust Charity Name |
1158182 No (if any) |
|---|---|
| 1158182 Ashtons Charitable Trust No (if any) Charity Name |
1158182 Ashtons Charitable Trust No (if any) Charity Name |
1158182 Ashtons Charitable Trust No (if any) Charity Name |
1158182 Ashtons Charitable Trust No (if any) Charity Name |
1158182 Ashtons Charitable Trust No (if any) Charity Name |
1158182 Ashtons Charitable Trust No (if any) Charity Name |
1158182 Ashtons Charitable Trust No (if any) Charity Name |
||||
|---|---|---|---|---|---|---|---|---|---|---|
| Receipts andpayments accounts | CC16a | |||||||||
| For the period from ~~ee~~ |
4/1/2024 Period start date ~~ee~~ |
To ~~ee~~ |
3/31/2025 Period end date |
|||||||
| Section A Receipts and payments | ||||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | ||||||
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||||
| A1 Receipts | ||||||||||
| Donations | 20,967 | - | - | 20,967 | - | |||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| Sub total(Gross income for AR) |
AR)20,967 | - | - | 20,967 | - | |||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 20,967 - - 20,967 - ~~——————~~ |
||||||||||
| A3 Payments | ||||||||||
| Grants | 1,000 | - | - | 1,000 | - | |||||
| Cost of fundraisingevents | 466 | - | - | 466 | - | |||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| **Sub total ** | 1,466 | - | - | 1,466 | - | |||||
| A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 1,466 - - 1,466 - ~~——————~~ |
||||||||||
| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
19,501 - - 19,501 - - - - - - - - - - - 19,501 - - 19,501 - ~~=====>>~~ |
CCXX R1 accounts (SS)
9/1/2025
1
Docusign Envelope ID: 772C737B-FB9D-41C4-8844-24DB608D093B
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 | 21,385 - - - - - - - - 21,385 - - Cash at Bank Total cash funds ~~—====~~ |
|||||
| (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 | - - - - - - - - - - ~~77~~ |
|||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
|||
| B4 Assets retained for the charity’s own use |
- - - - - - - - - - - - - - - - - - ~~iss~~ |
|||||
| Fund to which | Amount due | When due | ||||
| Details | liability relates | (optional) | (optional) | |||
| Signed by one or two trustees on behalf of all the trustees B5 Liabilities CCXX R2 accounts (SS) |
- - - - - Date of approval Print Name Adrian Mundell Signature 2 9/1/2025 03-Sep-2025 |
18:47:03 ~~———~~ |
CCXX R2 accounts (SS)