CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1•t October 2024 to 30th September 2025 Charity namg: The Hunter Charitablo Trust Charity registration number: 1163879 Objectives and Activities SORP refernnc Summary of the purposes of the charity as set out in its governing document Pirn 1.17 Advance such charitable purposes as the trustees from time to time see fit, includin8 the relief of residents in Leicestershire who are in need by reason of thelr youth. age, ill-health, disability, financial hardship or other disadvanta8e by the provision of grants to charities and/or such persons directly so that they may improve their personal clrcumstances and uali of life. Summary ofthe main activities in relation to tho88 purposes for the public benefit, in particular, the activities, projects or servi¢88 identified in the accounts. Statement ¢onfimiing whether the twstees have had regard to the guidance issued by the Charity Commission on public benefit Parn1.17and 1,19 The trustees have had regard to the guidance Issued by the Charity Commission on publlc benefit and sought to use their grant maklng ability to support one local family and provlde a scholarship to a de5ervin8 Student at Loughborou8h University. P4rA 1.18 Addltlon•l Inforniatlon (optlonall You ma choose to include further statements where relevanl about: SORP r•forenrAry Policy on grant making P•r• 1.38 Policy on social investment including program related investment Parn 1.38 Contribution made by volunte8rs P¥rn 1.38
Achievernents and Performance During the period the followin8 donations were made: Summary of the main achievements of the charity. identifying the differen the charity's work has made to the circuMstanS of rts beneficiaries and any wider benefits to society as a whole. Pw• 1.20 music le550ns for two children of a parent with lirntted financial means £3.606 Donation of £4.030 to Amber Bee la Community Interest Company) who are dedicated to promoting social justice and making a positive impact in schools, education. and communities across the United Kingdom Addftlon•l Infomiatlon (optlonal) You ma hoose to include further statements where relevant atK)Ut'. Achievements against objectives Set Plrn 1.41 Perforniance of fundraising activities against oty'ectives P1.1 Investment perfomiance against objectives Pm1.41
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves stating why they are held Para 1.21 The value of the investment portfollo was £284,161 at the end of the period. Para 1.22 Sufficient cash 15 retained in bank deposit accounts to cover the expected donations for the next twefve months. Annual withdrawals are made from the long- term investment portfolio to replenish these cash resetves. In addition to the investment portfolio, cash reserves of £11,761 were held at the end of the period. Amount of reserves held Pfira 1.22 Reasons for holding zero reseNes Details of fund materially in deficit Explanation of any uncertainties about the Charity continuing as a going concern PBra 1.22 n/a P¥r• 1.24 n/a P•r4 1.23 n/a Additional infonnation {optionall You ma 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 Pala 1.46 A description of the principal risks facing the charity P8ro 1.46
Structure, Governance and Management Description of charity's trusts.. Type of goveming document Para 1.25 Constitution How is the charity constituted? Para 1.25 Charitable Incorporated Organisation Trustee seleclion methods including details of any constitutional provisions e.g. election to post or name of any person or body entItd to appoint one or more trustees Par• 1.25 Appointed by other trustees Additional infomiatlon (optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees Par8 1.51 The charity's organisational structure and any wider network with which the charity works Parn 1.51 Relationship with any related parties Para 1.51 Reference and Administrative details Charity name Other name the charity uses Registered Charity number Chanty's principal address The Hunter Charitable Trust The Hunter Trust 1163879 c/0 Ten Wealth Management Limited 16 Poplars Court, Lenton Lane Nottingham NG7 2RR
Names of thè charlty trustses who manage the charity Dat8# aet•d rf notfor thole year Tr1•• name offi (Many} Nam• of pgrnon lor body) •ntitl•d to appolnt tnte• Ilf anyl Andrew King Fiona King Amilia King Jennifer Hunter rate truslees- names of the directors at the date the DtOr n•m• Non• rtwasa roved Name of trustees holdin TnMt•• name Nono trtle to ro lo the cha D*t•¥ •ctod If not for whol• Funds held as custodian trustees on behalf of others Description of the assets held in this capacty NIA Name and objects of the chaiity on whose behalf the assets are held and how this falls within the custodian chanty's objects NIA Details of arrangements for safe custody and 8e9regation of such assets from the charty's own assets NIA Nam•• and •ddre89•8 ol advl8•rs Ioptlonal Inforniatlon) Type of N•m• Addres• advlser Accountant William Oates Brooks Mayfield Chartered Accountsnts, 12 Bridgford Road. West Bridgford, Nottingham NG2 6AB Flnanclal Adviser Martin Walker Ten Wealth Management Limited, 16 Poplars Court, Lenton Lane, Nottingham NG7 2RR Declarations Tho trustoes declare that they hav• approvod the tru8to•s' report above. Signed on bohalf of tho charity's tr tee# Slgnature(•) Full name($) Andrew Saulez Kln8 Trustee Flona Jane Po•ltlon Trustee Date 0-+-2
CHARITY COMMISSION FOR ENGiANO AND WALES Charity Name No lif any) Receipts and payments accounts CC16a For the period Irom ale 3010912025 To 0111012024 Section A Receipts and payments Unrestricted funds tolhfr npaTrsl Restricted fund• Endowment funds Totsi funds Last year ioth• nMff•st£ totr* E to th• n•thr•it£ the neareJt£ A1 R•cèlpt8 310 ,743 50 Dividend Other 7,796 7.796 Sub total(Gmss inwme lor AR) 7.103 A2 A8set and Investmgnt tyale•. 18¢9 table). Sale Proc6ed• 81.809 66,987 Sub tot41 81.8 16,907 Total recelptS 89.903 89,903 74.080 A3Pa ments Donglion$ Fin8nty818d¥i Asset CuJlr4Jy Somc 7,636 7,eJ8 7,289 1,124 Jao Sub total 932 9.229 0,763 A4 Asset and investment ur¢hage$, see tabl• Purchase cost 79,913 79.913 70,399 Sub total 79,913 79,913 70,390 Total paymonts 89.142 89.142 79,162 Net of r•c•iptsl{payments) A5 Transfers betreen funds A6 Cash funds last year end Cash funds thls year end 761 761 5.102 701 761 5.102 CCXX R1 accounts ISSI 17104r2026
Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted funds ¢0 Thoarèst £ Endowment funds lo nearest É Categorles Dètslls to noar•st t B1 Cash funds Inv¢stmeDt Cash accoTrt 6.773 Bank 4.98 Total ¢a$h funds 11,761 I•HT•• W#With i¢¢tlP15 p4yment5 •ccuunUÉll Agreement Error Unrestrictgd funils ¢0 n••r•$i £ OK Restrlcted fund8 to n*ares1 E OK Endowrnent funl8 Deta118 to noareAI £ 82 Other monetary assets Fund to whlth Dètalls PortTolio val110n ost loptlonall Curr9nl valu• onil B3 Investment as8et8 284,161 Fund lo %Yhlch aBBfrI belon Detall8 Cwt loptlonall ¢urr•nt v•lu• B4 Assets retalned for th& harlly's own u$• Fund lo whlch Amount due Whon due Dètslls BS Liabilities Sned by one or trustees on behalf of all the Iruslees Print Name Date of roval ignatu Mr A. S. Kln 1610412026 Mr5 KKln 1610412028 CCXX accounts Issi 1710412026