## CHARITY COMMISSION Independent examiner's FOR ENGLAND AND WALES report on the accounts ## Section A ## independent Examiner's Report Report to the trustees/ | members of = TiHé LascHe FAMILY CHAdiTAgLE TeusT On accounts for the year Charity no ae ended | Si Male 2004 | (if any) | Nbo8ss Set out on pages [ ) Respective The charity's trustees are responsible for the preparation of the accounts responsibilities of The charity's trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: * examine the accounts under section 145 of the Charities Act, * to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act. and * to state whether particular matters have come to my attention Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below. Independent !n connection with my examination, no material matters have come to my examiner's statement attention fetherthanthatdisclesed- below} which gives me cause to believe that in, any material respect: * accounting records were not kept in accordance with section 130 of the Charities Act or ¢ the accounts do not accord with the accounting records | have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply. Signed: | LE —_—~ | Date: |#/o} (20257 Name: | Qicha@d FaQmte —__es Relevant professional TaustT £ «sae PRACT TOWeR - MEWSEL Of Tut Society oF qualification(s) or body TReuir & ESTAR PeAcNNo wees (if any): Address: AGQDN Fwtmciar PLAuWine& AdUCA £1, Po Box 422, casas, £31 uy IER 1 December 2017 ## Section B ## Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners) Give here brief details of | any items that the | examiner wishes to | disclose. | | | | | IER 2 December 2017 ## **Trustees’ Annual Report for the period** ## **From 1 April 2023 Period start date To date** ## **31 March 2024 Period end** **Charity name:** The Rasche Family Charitable Trust ## **Charity registration number:** 1160855 ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The objects of the Trust are for the public
benefit to advance such exclusively charitable
purposes (according to the law of England and
Wales) as the Trustees see fit from time to
time including (but without limiting the
generality of the foregoing) to make grants to:
- Advance education; - Advance health; and -
To relieve those in need by reason of ill health
or disability| |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 Trustees have agreed to continue to
support the two key Charities that the settlor
and his family know well and have supported
for several years. These are: The On Course
Foundation, which helps severely injured
current and past service personnel rehabilitate
through golf; African Revival, which builds
schools and supports other educational and
community needs in rural Africa. For several
years the Trustees have also supported Caring
for Life a local Christian charity that cares for
vulnerable people by providing
accommodation and ongoingsupport.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees confirm that they have complied
with their duties to give due regard to the
Charity Commission’s guidance to charities 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|| Page | 1 Para 1.38 Policy on social investment including program related investment 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|During the financial year, grants totalling
£60,000 were made. The Charities which
received donations were:
•
The On Course Foundation (Charity
Number 1136618) Supporting the
recovery of injured and sick Service
personnel and veterans through
nationwide golf events and
employment in the golf industry.
•
African Revival (Charity Number
1108718) Transforming schools in
Africa into effective, thriving teaching
and learning environments.
•
Caring For Life (Charity Number
1174982) Helping homeless or
vulnerable people by providing
accommodation, ongoing support, and
friendship.
•
The Principle Trust Children’s Charity
(Charity Number 1141546) which helps
disabled children and families have
some respite / holiday.
•
Zarach (Charity Number 1179539)
Providing help and support to children
and families who live in poverty.
•
Skipton Baptist Church (Charity
Number 1181773) To be used with the
foodbank service which they provide to
those who suffer from food poverty.
•
Maggie’s Yorkshire – (Charity Number
SC024414) To be used to help people| Page | 2 **----- Start of picture text -----**
affected by cancer from across
Yorkshire.
**----- End of picture text -----**
**----- Start of picture text -----**
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41
objectives set
Performance of fundraising
activities against objectives Para 1.41
set
Investment performance Para 1.41
against objectives
Other
**----- End of picture text -----**
Page | 3 ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The Trustees consider the financial position of
the Charity to be satisfactory.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Trustees have decided not to hold reserves
on the basis that the charity has no overheads
and recognises grants at the time of approval,
rather than when the grant is paid, which
ensures that the trustees can honour the
grants that they have decided to award. The
Trustees keep their position on reserves under
review.| |Amount of reserves held|Para 1.22|nil| |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|n/a| ## **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|The Trustees consider the financial position of
the Charity to be satisfactory. The Trustees
have the power to invest in such assets as we
see fit. Funds have been placed with
Handelsbanken and all funds held are
unrestricted. During the year capital has been
invested in cautious managed funds to try and
increase the interest earned. Funds are also
held in a private equity fund to increase
returns. The Trustees met three times during
theyear to formallydiscussgrant applications.| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| Page | 4 ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Trust Deed| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Trust| |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|The power of appointing new or additional
Trustees is vested in the Settlor during his
lifetime and thereafter to the present Trustees.
Every new Trustee must sign a declaration of
willingness to act as a Trustee of the Charity
before he or she may act as a Trustee.| ## **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 Trustees had initial training on
responsibilities and charitable governance
provided by Wrigleys Solicitors charity
specialists.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The Trust Deed provides for a minimum of 3
Trustees, to a maximum of 8 Trustees, or a sole
corporate Trustee. The Trust Deed also
provides that the Trustees must hold at least
one meeting a year.| |Relationship with any
related parties|Para 1.51|| |Other||The Trustees met three times during the year
to formally discuss grant applications which are
reviewed by one or more of the Trustees
initially and a shortlist drawn up each quarter.
At one meeting, the Trustees also confirmed
the strategy of distributing roughly £60,000 of
the capitalgrantper annum.| ## **Reference and Administrative details** |Charityname|The Rasche FamilyCharitable Trust| |---|---| |Other name the charity uses|| |Registered charitynumber|1160855| Page | 5 |Charity’s principal address|Wrigleys Solicitors LLP
3rd Floor
3 Wellington Place
Leeds
LS1 4AP| |---|---| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||David Anthony
Rasche|Chairman||| ||Michelle Louise
Connolly|||| ||Christopher Mark
Rasche|||| ||Lynsey Helen
Robinson|||| ||Diane Rasche|||| – 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** ## **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 Page | 6 frrm the chwivs o assets Addltlonal Inlorniatlon (optl<>nal) Names and addr•88•8 of advls•rd (Optlonal Inforn)atlonl Typ• ol Nam• Addr•s• *dvls•r SolKItOf Wfl8leys Solicitors LLP 3rd Floor, 3 Welllngton Place, leeds LSI 4AP Floor 7, 145 Vlncent Street, Gla4cw. G2 SJF and PO 80x922, Leeds LSJ 9WY Gener•1 brdn Prlvate Client SeryKes Nam• of chl•f •x•cutlv• or nam•s of 8•nlor $t•ff m•rnb•r¥ (Optional Inlorniatlon) Exemptions from disclosure Reas￿ lor ncfrdisclosur8 ol ke Other o tional infonnation Declaratlons Th• tru*i••s dKlare that th•y hav• approv￿ the trust••s' r•port abov•. SIgn￿ on b•half of lh• charfty's trusl••s 819natur•(s) Full nam•l$) Po$bllon (•g S•cr•tary, Chalf. •tc) 4 Rll SLHE Dat• l8. 1-2 Pa8•17 ## **The Rasche Family Charitable Trust – Chairman Report** The past year was good financially for the charity, as interest rates increased and investments showed decent returns. This allowed us to continue with our policy of granting an amount of around 6% of our assets, without much diminishing our capital. Thus, we granted £60,000 this year. We continue to grant to our main charities and to some local ones where we can see the results of those grants and visit the teams involved with their beneficiaries. The trustees review incoming grant requests and may agree to grant to new or previously engaged charities if we feel we have funds available, and their request meets our criteria. We met three times during the year and discussed any relevant governance matters as well as potential grants. We agreed to continue with our previous policies. The trustees take no fees or expenses and give their time and advice voluntarily David A Rasche Chair of Trustees ||**CC16a**
**1160855**
**The Rasche Family Charitable Trust**
**Receipts andpayments accounts**
01/04/2023
31/03/2024
**To**
**For the period**
**from**
~~=e~~|**CC16a**
**1160855**
**The Rasche Family Charitable Trust**
**Receipts andpayments accounts**
01/04/2023
31/03/2024
**To**
**For the period**
**from**
~~=e~~|**CC16a**
**1160855**
**The Rasche Family Charitable Trust**
**Receipts andpayments accounts**
01/04/2023
31/03/2024
**To**
**For the period**
**from**
~~=e~~|**CC16a**
**1160855**
**The Rasche Family Charitable Trust**
**Receipts andpayments accounts**
01/04/2023
31/03/2024
**To**
**For the period**
**from**
~~=e~~|**CC16a**
**1160855**
**The Rasche Family Charitable Trust**
**Receipts andpayments accounts**
01/04/2023
31/03/2024
**To**
**For the period**
**from**
~~=e~~|**CC16a**
**1160855**
**The Rasche Family Charitable Trust**
**Receipts andpayments accounts**
01/04/2023
31/03/2024
**To**
**For the period**
**from**
~~=e~~|**CC16a**
**1160855**
**The Rasche Family Charitable Trust**
**Receipts andpayments accounts**
01/04/2023
31/03/2024
**To**
**For the period**
**from**
~~=e~~|**CC16a**
**1160855**
**The Rasche Family Charitable Trust**
**Receipts andpayments accounts**
01/04/2023
31/03/2024
**To**
**For the period**
**from**
~~=e~~|| |---|---|---|---|---|---|---|---|---|---| |**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**
HMRC Repayment
**-**
**-**
**-**
**-**
**-**
HMRC Reapayment Supplement
**-**
**-**
**-**
**-**
**-**
Handelsbanken Gross Bank Interest
**4,502**
**-**
**-**
**4,502**
**2,129**
Rathbone Investment Management
**15,951**
**-**
**-**
**15,951**
**16,794**
B/O YFM EquityPartners
**62,980**
**-**
**-**
**62,980**
**6,702**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_**_(Gross income for_
_AR)_
**83,433**
**-**
**-**
**83,433**
**25,625**
**A2 Asset and investment sales,**
**(see table).**
Sales Proceeds
**73,509**
**-**
**-**
**73,509**
**122,542**
Equalisationpayments
**65**
**-**
**-**
**65**
**113**
**_Sub total_ 73,574**
**-**
**-**
**73,574**
**122,655**
**_Total receipts_**
**157,007**
**-**
**-**
**157,007**
**148,280**
~~=== ====~~
~~——————~~|||||||||| |**A3 Payments**|||||||||| |Donations|**60,000**||**-**||**-**|**60,000**||**60,000**|| |Governance - Wrigleys|**2,580**||**-**||**-**|**2,580**||**1,320**|| |Governance - abrdn Private Client|||||||||| |Services|**-**||**-**||**-**|**-**||**1,800**|| |Investment Management Costs -|||||||||| |Rathbone Management|**5,175**||**-**||**-**|**5,175**||**5,336**|| |Handelsbanken Charges|**-**||**-**||**-**|**-**||**-**|| ||**-**||**-**||**-**|**-**||**-**|| ||**-**||**-**||**-**|**-**||**-**|| ||**-**||**-**||**-**|**-**||**-**|| ||**-**||**-**||**-**|**-**||**-**|| |**_Sub total_ **|**67,755**||**-**||**-**|**67,755**||**68,456**|| |**A4 Asset and investment**
**purchases, (see table)**
**-**
**-**
**-**
**-**
Rathbone Investment Management
(Investments)
**83,801**
**-**
**-**
**83,801**
**100,037**
**_Sub total_ 83,801**
**-**
**-**
**83,801**
**100,037**
**_Total payments_**
**151,556**
**-**
**-**
**151,556**
**168,493**
**_Net of receipts/(payments)_**
**5,451**
**-**
**-**
**5,451**
**- 20,213**
**A5 Transfers between funds**
**-**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**230,679**
**- -**
**230,679**
**250,892**
**_Cash funds this year end_**
**236,130**
**-**
**- 236,130**
**230,679**
~~—=====~~
~~===——~~|||||||||**- 20,213**
**-**
**250,892**
**230,679**| CCXX R1 accounts (SS) 17/01/2025 1 Sp.p.titbn B %lhtpmÈnl rJ* a%sets and liabilitiP5 at Ihp pnd of the period Bl ¢•* 2*1)0 Dolails YFM D•¢wIs 17K)vl112S