## **Trustees’ Annual Report for the period** **From 1[st] October 2023 to 30[th] September 2024** **Charity name: The Hunter Charitable Trust** ## **Charity registration number: 1163879** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Advance such charitable purposes as the
trustees from time to time see fit, including the
relief of residents in Leicestershire who are in
need by reason of their youth, age, ill-health,
disability, financial hardship or other
disadvantage by the provision of grants to
charities and/or such persons directly so that
they may improve their personal circumstances
andqualityof life.| |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 had regard to the guidance
issued by the Charity Commission on public
benefit and sought to use their grant making
ability to support one local family and provide
a scholarship to a deserving student at
Loughborough University.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policyongrant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|| ## **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 period the following donations
were made:
music lessons for two children of a parent with
limited financial means £2,259
Loughborough University £3,000 grant for a
Year 2 Opportunity Scholarship and £2,000 for
their Student Success Academy: £5,000 in total| ## **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|| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The value of the investment portfolio was
£271,535 at the end of the period.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Sufficient cash is retained in bank deposit
accounts to cover the expected donations for
the next twelve months.
Annual withdrawals are made from the long-
term investment portfolio to replenish these
cash reserves.| |Amount of reserves held|Para 1.22|In addition to the investment portfolio, cash
reserves of £10,999 were held at the end of the
period.| |Reasons for holding zero
reserves|Para 1.22|n/a| |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|| |A description of the principal
risks facing the charity|Para 1.46|| ## **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|Charitable Incorporated Orgainisation| |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 other 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 Para 1.51 charity works Relationship with any related parties Para 1.51 ## **Reference and Administrative details** |Charityname|The Hunter Charitable Trust| |---|---| |Other name the charityuses|The Hunter Trust| |Registered charitynumber|1163879| |Charity’s principal address|c/o Ten Wealth Management Limited
16 Poplars Court, Lenton Lane
Nottingham
NG7 2RR| ## **Names of the charity trustees who manage the charity** |1
2
3
4|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**wholeyear**|**Name of person (or body) entitled to**
**appoint trustee (if any) **| |---|---|---|---|---| ||Andrew King|||| ||Fiona King|||| ||Amilia King|||| ||Jennifer Hunter|||| – Corporate trustees names of the directors at the date the report was approved **Director name None** |Name oftrusteesholding title to property belonging to the charity|Name oftrusteesholding title to property belonging to the charity|Name oftrusteesholding title to property belonging to the charity| |---|---|---| |**Trustee name**|**Dates acted if not for whole year**|| |**None**||| |||| ## **Funds held as custodian trustees on behalf of others** |**Funds held as custodian trustees on behalf of others**|| |---|---| |Description of the assets held in this capacity|N/A| |Name and objects of the charity on whose behalf the assets are held and how
this falls within the custodian charity’s objects|N/A| |Details of arrangements for safe custody and segregation of such assets from
the charity’s own assets|N/A| ## **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**||| |Accountant|Adam Clegg|Swift Accountancy, Swift Farm, Sandy Lane, Ashford, Kent TN26
1JN| |Financial Adviser|Martin Walker|Ten Wealth Management Limited, 16 Poplars Court, Lenton
Lane, Nottingham NG7 2RR| ## **Declarations** **The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees** **Signature(s) Fiona Jane King Full name(s) Andrew Saulez King Position (eg Secretary, Trustee Trustee Chair, etc)** **----- Start of picture text -----**
Date
**----- End of picture text -----**
CHARITY COMMISSION FOR ENGLANO AND WALES Th• Huirt•r Chwftabl• Ttu•t 116J87• Recel ts and ments accounts To CC16a For th• p•rlod 01110ffl123 Section A Receipts and payments Unr•8trl¢tod lund• Ro8tricted fvnd• Endowinoiit funds Totsl lund• L••1 y•ar h)t•r••t 310 (743 310 743 Oih•r ncome AR) 7.103 7.10) •• ••• tabl• . Sate roceed8 nv•• •O,•S7 18.957 86.•57 74.060 Oc*i•lion8 FIMnd•l •dvoc• 7.28• 1.124 Sub Iolal 1.713 A4 A•••t •nd InY••lm•nt Purchas Sub total ni,399 79,162 N•t ofrnc•lptsl(paym•nts) AJ Tran•f•rn b•lw••n lund• Ae Ca•h lund• la•t y•ar •nd C••h lund8 th1¥ y••r •nd 5,102 5.102 S.10 102 CCXX R1 •cwunt• (88) S•ctlon 8 Stat•ffl•nl ol agsetg and Ilablllll•s at th• •nd ol th• p•rlod P••iil_1OLI Bl C••h IwKI• 19.••1 Zli 4 A•••i• i•••m•d lty th• Ll•blllll•• ¢)•p I￿lf CHARITY COMMISSION FOR ENGLAND AND WALES Indop•nd•nt •xamln•rf• Section A Indopendont Examinor's Rcport 1163879 (If Wry) Tnrf) for th• J• I09120X 2011 f#* undw •o(*kn 145 oftho 2011 Acl arxl oul ry oyAmlnoU(m, I undw 145(5Xb) of A Ind•wd•rt •xamln•e• C4xn• to my attth ((thr than tsiat d18do•od bobx") h (Mn•(Xlon *lth th•AdLY wlth Ih• &yAmlnallL￿ to bo (Ydw kn Mat4• • Kyds kn th• tsKk•t• Mth•y (k) •Wy. (m￿y1. T￿0 1JN IER Oct•b•r 2018