Trustees. Annual Report for the period
P8riod start date
Period end date
From
01
10
2022
To 30
09
2023
Section A
Reference and administration details
Charity nam•
The Hunter Charitable Trust
Other namos charfty Is known by
The Hunter Trust
R•gl8ter8d charfty number Ilf any)
1163879
Charlty'$ prlnclpal address
clo Ten Wealth Management Limited
16 Poplars Court, Lenton Lane
Nottingham
Postcode
NG7 2RR
Nam08 ol th• ¢harlty trusteos who manag• th• charlty
Tru•ts• n*m•
Dat•• •ct•d If not for who
••r
offi Ilf any)
Nam• of p•rnort lor body) OnlI•d
olnt tru•t••
If•n
Andrew King
Fiona King
Amilia King
Jennifer Hunter
Namos of the trustO08 for tho charlty, If any, (for example, any custodlan tru8toe8)
Namo
D•tos acted if not for whol•
ear
Names and •ddr•8808 of advlsers (Optional inforniatlon)
of odvlser
Namo
Address
Accountant
Adam Clegg
Swift Accountancy, Swift Fam, Sandy Lane, Ashford.
Kent TN26 1 JN
Financial Adviser
Martin Walker
Ten Weallh Management Limited, 16 Poplars Court,
Lenton Lane, Nottingham NG7 2RR
Nam• of chief executivo or namos of senlor staff members (Optional Infomiatlon)
TAR
March 2012
Section B
Structure,
overnance and mana
ement
Description of the charlty's trusts
Constitution
Type of goveming document
How the charity is constrtuted
Charitable Incorporated Organisation
Trustee selection methods
Appointed by olher trustees
Additional governance1s8ue8 Ioptlonal Infomiation)
You may choose to include
additional information, where
relevant, about..
policies and pro¢8dures
adopted for the induction and
training of Irustees.,
the charity'8 organisational
structure and any wider
nehvork wtth which the charity
works.,
relation8hip with any related
parties.,
tru$tee$' consideration of
major risks and the system
and procedures to manage
them.
Section C
ectives and activities
Advance such ¢hantable purposes as the trustees from time to time see
fit, including the relief of residents in Leicestershire who are in need by
reason ¢f their youth, age, ill-health. disability, financial hardship or other
disadvantage by the provision of grants to ¢hariti88 andlor such persons
directly $0 that they may improve their personal cir¢umstance8 and
quality of life.
Summary of the objects of th•
¢harlty sot out in Its
govornlng document
The trustees have had regard to the guidance issued by the Charity
Commission on public benefit and soughl to use their grant making ability
to support three local families and two local University studerrts, as well
as their local Pnmary School.
Summary of the maln
actlvltles undertakon for the
public benefit in relation to
these objects lin¢lude wlthln
thls gectlon tho statutory
declaration that trustees hav•
had regard to the guidance
Issued by the Charity
Commisslon on publlc
benefit)
TAR
March 2012
Section E
Financial review
Sufficient cash is retained in bank deposit accounts to cover the expected
donations for the next e1ve months, although this will shortly need to be
increased.
Brlef statement of thè
charity's poliGy on reserves
Annual withdrawals are made from the long-temi investment portfolio to
replenish these cash resetves.
Detalls of any funds materially
in deficit
None
Further financial review details (Optional inforniation)
You may choose to include
additional information, where
relevant about..
the charity's principal
sour$ of funds (including
any fundraising),.
how expenditure has
supported the key objectives
ofthe charity.,
investment policy and
objectives including any
ethical investment policy
adopted.
A small donation of £50 was received during the period.
The value of the investment portfolio was £248,364 at the end of the
period., this represents an investment gain of £11,453 over the period.
although the total value has redUd following £18,000 of wrthdrawals.
Section F
Other optional information
Section G
Declaration
The trustee5 declare that they have approved the trustees, report above.
S¥gned on behalf of the charlty's trustees
Slgnatures
Full names
Andrew Saulez King
Fiona Jane King
Position
Trustee
Trustee
Date
TAR
March 2012
Additional dotails of objoctives and activities (Optional infomiation)
You may choose to include
further statements, whe
relevant, about..
policy on grantmaking;
policy programme related
investment.,
contribution made by
volunteers.
Section D
Achievements and performance
During the period the following donations were made..
Summary of the main
achievements of tho charlty
durlng the year
Zoe Cocker.. music lessons for two daughters of a parent with limited
financial means £1,482
Laura Mar8h and her fvio children with additional needs..
Mind Jam.. a counselling 8eNice for neurodiverg8nt children £864
Cavendish Health Care, wheelchair for Holly Marsh £450
Art Therapy for Noah Marsh £35
Physio INhere You Are.. physiotherapy treatment for brain injured Son of
Claire Morley £160
Lucy Easton, University of Leicester medical student to help towards a
self-funded medical program $4JPPOrting a local rural h08Pltal in Ghana
£1,500
Loughborough Universty £3,000 grant for a Year 1 Opportunity
Scholarship and £2,000 for their Student Success Academy £5,000 in
total
Long Clawson Primary S¢hool donation for the supply and installation of
an hexagonal timber gazebo £8,382
TAR
March 2012
**----- Start of picture text -----**
The Hunter Charitable Trust 1163879
Receipts and payments accounts CC16a
For the period 01/10/2022 30/09/2023
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Interest 199 - - 199 -
Dividend distribution 6,057 - - 6,057 -
Other 50 - - 50 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 6,306 ] - - 6,306 -
A2 Asset and investment sales,
(see table).
Sale proceeds 31,877 - - 31,877
- - - - -
Sub total 31,877 - - 31,877 -
Total receipts 38,183 - - 38,183 -
A3 Payments
Donations 17,873 - - 17,873 -
Financial advoce 1,145 - - 1,145 -
Asset Custody Services 426 - - 426 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 19,444 ] - - 19,444 -
A4 Asset and investment
purchases, (see table)
Purchase cost 22,285 - - 22,285
- - - -
Sub total [ 22,285 ] - - 22,285 -
Total payments 41,729 - - 41,729 -
Net of receipts/(payments) - 3,546 - - - 3,546 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end - 3,546 - - - 3,546 -
**----- End of picture text -----**
CCXX R1 accounts (SS)
06/11/2023
1
|**Section B Statement of assets and liabilities at**|**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**
**Details**
Investment cash account
Bank
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
Portfolio valuation|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**5,270**
**-**
**10,012**
**-**
**-**
**-**
**15,282**
**-**
Agreement Error
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**243094**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Mr. A.S. King
Mrs. K. King|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
23/1/24
23/1/24|
CCXX R2 accounts (SS)
06/11/2023
2