2024-07-31-accounts - The Dr S C Clark Memorial Fund Trust

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a
| Period end |
‘Section A Statement of financial activities
a
2
8 Restricted
Recommended categories by % Unrestricted income Endowment Prior year
activity fa} funds funds funds Total funds funds
£ £ £ £ £
Incoming resources (Note 3) FO1 FO2 FO3 F04 FOS
income and endowments from:
Donations and legacies S01[Oe TO
CharitableOther activities sox[ = PeTe
trading activities sox| eT Te ee |
Investments sat] TP |
Separate material item of income S05 RT hs aes ee ee
Other ds ee ee ee
Total SO | ts tee ee eB 8
a ources expended (Note 6)
Expenditure on:
Separate material item of expense S10 ee ee ee
OtherTotal si2i [2eeAZ OOO. -- | 8,636] 20,636 |.ee _.19.289 |
gains/(losses)Net income/(expenditure) before investment s13]- 12,000 mee- 8,633 |-eee20,633 |- 19,287
Net gains/(losses) on investments $14 | 316] - | 64218] 64,534[ 2,338 |
Net income/(expenditure) sis|- 11,684] = | 55,585]. 43,901 |- 16,949 |
Extraordinary items ile
Transfers between funds = ee es ee 2 i
Other recognised gains/(losses):
Gains and losses on revaluation of fixed assets for the charity's own use $18 Poe fe Td ee [|
Other gains/(losses) S19 ee ee ee ee
Net movement in funds szo|-11,684[ 0 - | 55,585] 43,901 |- 16,949 |
“s_. funds brought forward sai [23.516] 817,376 | 640,892 | 657,841 |
Total funds carried forward 22 | 11 BB te | 672-961 | 684,793 |. 640,892 |
1
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Section B		Balance	Balance	sheet	sheet		: a.	: a.	: a.	: a.
			g
			[e}z
			8			Restricted
			S	Unrestricted		income Endowment	Total this		Total last
			fo)	funds		funds funds	year		year
					£	£ £	£		£
Fixed assets Intangibleassets Tangibleassets Heritage assets. Investments	(Note15) (Note14), (Note 16) (Note 17) Total fixedassets		1 a2 ms pos 5805	FO1 FO2 F03 F04 FOS [= -«	SdSCCCdSCO CS [SS dTSSC dTCCT	—-‘	S «	SS TTY	==©6—6)	ss «(L«ss73,829
Current assets Stocks	(Note 18)		ee[dT	[dT Pe
Investments Cash at bank and in	(Note 17.4) hand (Note 24)		we[	dT SO Bog 11,722a a 11,722 23,722
Totalcurrentassets			810		ees	SSee	11,722		23,722
Creditors: amounts	falling due within
one year (Note 20)			B11			758	758		694
Netcurrent	assets/(liabilities)		812		Tie	ian oe OB	x 10,984		23,028
Totalassets less	current liabilities		313		RD	SeeeeA	684,793		640,892
Provisions for liabilities			B14nn eas	nn		CC
Totalnetassets orliabilities			B16		11,722oe	oe 673,071	684,793		640,892
Funds of the Charity
Endowment funds (Note 27)			B17		-	673,071	673,071		617,170
Restricted incomefunds (Note27)			B18			Pe -	-	fF
Unrestricted funds			B19		11,722	-	11,722		23,722
Revaluation reserve			B20				:
	Total funds		821		Tae	oeet Or	684,793		640,892
Signed by one or two trustees on behalf		of all							Date of
the trustees					Signature Print Name				approval
				:	=				dd/mm/

CC17a (Excel)

21/03/2025

Independent Examiner’s Report To the trustees of

The Dr S C Clarke Memorial Fund Trust

I report on the accounts for the year ended 31st. July 2024 which are set out on pages | to 12.

Respective responsibilities of the Trustees and Independent Examiner

The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to ° Examine the accounts under section 145 of the 2011 Act; ° Follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Act; and
° State whether particular matters have come to my attention.

Basis of Independent Examiner’s Statement

My examination was carried out in accordance with the General Directions given 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 ofany unusual items or disclosures in the accounts, and seeking explanations from the management committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently I do not express an audit opinion on the accounts.

Independent Examiner’s Statement

In connection with my examination, no matters have come to my attention I. which give me reasonable cause to believe that in any material respect the requirements . to keep accounting records in accordance with s130 of the 2011 Act; or ° to prepare accounts which accord with these accounting records have not been met; or
pa to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: LIE. PZ,

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Dated: (JX Tuné 2E2S
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Mr GB Sparks Birchwood House Nye Road Sandford Winscombe BS25 5QE

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Section C Notes to the accounts
Note 1 Basis of preparation
This section should be completed by all charities
1.1 Basis of accounting
These accounts have been prepared under the historical cost convention with items recognised at cost or
transaction value unless otherwise stated in the relevant note(s) to these accounts.
The accounts have been prepared in accordance with:
the Statement of Recommended Practice: Accounting and Reporting by Charities
+ and with v preparing their accounts in accordance with the Financial Reporting Standard applicable
in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014
d with the Financial Reporting Standard applicable in the United Kingdom and Republic of
ano Ireland (FRS 102)
and with the Charities Act 2011
TheFRS charity102. constitutes a public benefit entity as defined by Vv
-Tick as appropriate
1.2 Going concern
if there are material uncertainties related to events or conditions that cast significant doubt on the charity's
ability to continue as a going concern, please provide the following details or state "Not applicable", if
appropriate:
An explanation as to those factors that support
the conclusion that the charity is a going
concern;
Disclosure of any uncertainties that make the
going concern assumption doubtful:
Where accounts are not prepared on a going
concern basis, please disclose this fact
together with the basis on which the trustees
preparedcharity is thenot accountsregarded a snda thegoing reasonconcern. why the
1.3 Change of accounting policy
The accounts present a true and fair view and the accounting policies adopted are those outlined in note { }.
-Tick as appropriate
Please disclose:
in |
(ii) the reasons why applying the new accounting policy
provides more reliable and more relevant information;
and
(iii) the amount of the adjustment for each line affected
in the current period, each prior period presented and
the aggregate amount of the adjustment relating to
periods before those presented, 3.44 FRS 102 SORP.
1.4 Changes to accounting estimates
No changes to accounting estimates have occurred in the reporting period (3.46 FRS 102 SORP).
Yee"
No — * -Tick as appropriate
Please disclose:
(i) the nature of any changes;
(ii) the effect of the change on income and expense or
assets and liabilities for the current period; and
(iii) where practicable, the effect of the change in one or
more future periods.
1.5 Material prior year errors
No material prior year error have been identified in the reporting period (3.47 FRS 102 SORP).
StAndrew's a a -Tick as appropriate
Not [I
Please disclose:
en FP
(ii) for each prior period presented in the accounts, the
amount of the correction for each account line item
affected; and
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(iii) the amount of the correction at the beginning of the earliest prior period presented in the accounts.

CC 17a (Excel)

21/03/2025

Section C	Notes to the accounts	Notes to the accounts				(cont)	(cont)
Note 3	Analysis of income
			Restricted
		Unrestricted	income		Endowment
		funds	funds		funds	Total funds	Prior year
	Analysis					£	£
and legacies:			GifAid ES ESSS legacies C—CSC—~idSSCT Generalgrantsprovidedbygovernment/other ee charities
	Membership subscriptions and sponsorships
	which are in substance donations
	Donatedgoods, facilities and_services Other i	es es idSe	eese eee Se ES ee eta
	lhe C—C—sSSCSYYS	ie		es		EScos	cos	eS
activities:
	lother CE Total
Incomefrom[interestincome
	Rentaland leasing income es es es es ee [OthereT Total= ee
Separate	[Ye
materialitem[ ofincome:[CS	[CS
	Tota				=	ed	ne i]
Other:	Conversion ofendowmentfunds intoincome				8,569	8569
	Gain on disposal of a tangible fixed asset held
	for charity's own use
	Gain on disposal of a programme related
	investment
	Royalties from the exploitation of intellectual
	property rights [Other Total						8569]	: aseaf
TOTAL INCOME		[T8572]				8.572
Other information:
								;
All income in the prior yearwas unrestricted except for:
(please provide description and amounts)
Where any endowment fund is converted into income in the
reporting period, please give the reason for the conversion.
		Investment is	Capital growth based
Within the income items above the following items are
material: (please disclose the nature, amount and any prior
yearamounts)

CC 17a (Excel)

21/03/2025

|SectionC|SectionC|SectionC|||- Notestotheaccounts|- Notestotheaccounts||||(cont)|| |---|---|---|---|---|---|---|---|---|---|---| |Note 6||||Analysis ofexpenditure||||||| |||||||Restricted||||| ||||||Unrestricted|income|Endowment|||| ||||||funds|funds|funds||Total funds|Prioryear| |||||Analysis|||||£|£| |||||Operating membership schemes and||||||| |||||social lotteries||||||| |||||Operating a trading company||||||| |||||undertaking non-charitable trading||||||| |||||activit||||||| |a|:|||publicit
Start up costs incurred in generating||||||| |||||new source of future income||||||| |||||Portfolio management costs|a||2,239||2,239|2,117| ||||||||6,397||6,397|6,048| |||||Rent collection, property repairs and||||||| |||||maintenance charges||||||| |||||Totalexpenditureon raisingfunds|P|||8,636||8,636|8,932| |v<penditureon
es|||on
|ee|120001-|
-|||||12,000]|11,124| |||||Totalexpenditureoncharitable
activities|49.000|||||iat
12,000|Gite
11,124| |||||Total|a)|es|a||ees|| |other||||a|se|||||| |||||Totalotherexpenditure|a|a|eee||ee|| |TOTAL||EXPENDITURE|||[12,000]
_-|||8.636||||

CC17a (Excel)

21/03/2025

Other information:

Analysis of expenditure on charitable activities

Grant
Activity or Activities undertaken directly funding
activities
a GS Grants YouthWork [82,000]
Prior year expenditure on charitable activities
canbeanalysedasfollows:

Within the expenditure items above the following items are material: (please disclose the nature, amount and any prior year amounts)

CC 17a (Excel)

21/03/2025

(cont)

‘

Section C

Notes to the accounts

Note 13 Grantmaking

Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken.

13.1 Analysis of grants paid (included in cost of charitable activities)

13.1 Analysis of grants paid (included in cost of charitable activities)
	Grants to Grants to
Analysis institutions individuals Support costs	Total
A) a 12,000 Activity o project2 es Activityor project's es se lactivityorproject'a
Please enter “Nil” ifthe charitydoes not identifyand/orallocatesupport costs.
13.2 Grants made to institutions
‘ ; ate gs ecopie My charityhasmadegrants toparticularinstitutions thatarematerial in Vos the contextofitsgrantmaking. Details ofthe institution supported, purpose ofthegrantand totalpaid to each institution is available on the “aot ; charity'sweb site. Yes	Pleaseprovide detailsofcharity's URL — ; Provide details below
Names of institution Purpose	Totalamountof grants paid £
StAndrews Schoo! Congresbury SupportWorker for Disadvantaged	12,000
ee
Totalgrants toinstitutions inreportingperiod Otherunanalysedgrants
1) St Andrew's School Congresbury https://www.standrewscongresbury.co.uk/ Disadvantaged Childrens Educational Support 2)VineCounsellingCongresbury https://www.vinecounselling.org/ YouthCounselling

CCi17a (Excel)

21/03/2025

31/07/2020

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Section C
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Notes to the accounts (cont
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Note 17 Investment assets

Please complete this note if the charity has any investment assets.

17.1 Fixed assets investments (please	17.1 Fixed assets investments (please	provide	for each class of investment)
Carrying (fair) value at beginning of	pesmfccfeeelan	= : F é F equivalents	investments	properties	investments 617,864
period
Add: additions to investments during
period*
Addi/(deduct): transfer in/(out) in the
period
Addi(deduct): netgain/(loss)on revaluation Carrying (fair) value atend ofyear	Eoaeca.		64,218Poof] 673,829 fe		64,218 673,829
*Please specify additions resulting	from
acquisitions through business combinations, if
any.

Please note that Fair Value in this context is the amount for which an asset could be exchanged between knowlegable and willing parties in an arm's length transaction. For traded securities, the fair value is the value of the security quoted on the London Stock Exchange Daily Official List or equivalent. For other assets where there is no market price on a traded market, it is the trustees’ or valuers' best estimate of fair value.

17.2 Please provide a breakdown of investments shown above agreeing with the balance sheet row B04 differentiating between those held at fair value and those held at cost less impairment.

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Analysis of investments a
Listed investments 673,829 fF ss
Grand total (Fair value at year end+Cost less impairment) Po
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17.3 If your charity holds investment properties, please complete the following note:

(i) Explain the methods and significant assumptions in determining the fair value of investment property held by the charity (ii) Name or independent valuer, if applicable, and relevant qualifications

(iii) Provide details of any restrictions on the ability to realise investment property or on the remittance of income or disposal proceeds (iv) Explain any contractual obligations for the purchase, construction or development of investment property or for repairs, maintenance or enhancements

CC 17a (Excel)

21/03/2025

17.4 Please provide a breakdown of current asset investments, if applicable, agreeing with the balance sheet.

Analysis of current asset	This	year	Last	year
investments
	a	ee	ee
Cash orcash equivalents Listed investments Investment properties Social investments Otherinvestments Total	ae ee eereee ee ee eee ee eee Peead ve
17.5 Guarantees
Please provide details and amount ofany
guarantee made to or on behalfof a third party
Name ofthe entity or entities benefitting from
those guarantees
Please explain how the guarantee furthers the
charity's aims
17.6 Concessionary loans
	a
	sg Description			This	year £	Last year£
Amount ofconcessionary loans received
aggregateprovidedthatsuchaggregationdoesnot obsuresignificant information).	ee ee					eee
Terms and conditions eg interest rate, security
provided
Value ofany concessionary loans which have
been committed but nottaken up atthe reporting
date
Amountseeewanin = Amountspayableaftermorethan4wean Amounisrecewaniewaun en _— mn	Pe ee ee Pe ete
17.7 Additional information
Please provide information aboutthe
significance of investments to the charity's
financial position or performance eg. terms and
conditions ofloans orthe use ofhedging to
manaae financial risk.
For all investments measured at fair value, the
basis fordetermining the value, including any
assumptions applied when using a valuation
technique.
Wherea charity has provided financial assets as
a form ofsecurity, the carrying amount ofthe
financial asset pledged as security and the terms
andconditionsrelatingtoitspledge.

CC17a (Excel)

21/03/2025

(cont)

31/07/2022

Section C

Notes to the accounts

Note 20 Creditors and accruals

Please complete this note if the charity has any creditors or accruals.

20.1 Analysis of creditors

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Amounts falling due Amounts falling due after
within one year more than one year
This year Last year This year Last year
£ £ £ £
Accruals for for grants payable as es ee ee
Payments received on account for contracts or
performance-related grants -
Other creditors
- |
Total 80s oe eS | aa
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Accruals for for grants payable

Other creditors -

20.2 Deferred income Please complete this note if the charity has deferred income.

Movement in deferred income account

Balance at the start of the reporting period Amounts added in current period Amounts released to income from previous periods Balance at the end of the reporting period

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Last year
£ £
fe - |
fe _
fF | =
Eo ee gd
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CC17a (Excel)

21/03/2025

‘e

Section C

Notes to the accounts

Note 24 Cash at bank and in hand Short term cash investments (less than 3 months maturity date) Short term deposits Cash at bank and on hand Other Total

(cont)

01/08/2020
This year	Lastyear
£	£
a
ha
11,713	23,722
a 11,713	eee 23,722

CC17a (Excel)

21/03/2025

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| CHARITY COMMISSION FOR ENGLAND AND WALES

Trustees’ Annual Report for the period From 01/08/2023To 31/07/2024 Charity name: Dr S C Clark Memorial Fund Trust Charity registration number: 1168699

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Objectives and Activities
| psonprtene J
Summary of the purposes of | Para 1.17 To advance in life and relieve the needs of young people
the charity as set out in its up to the age of 21 years who are resident in the County
governing document of Somerset and particularly but not exclusively living in
| the locality of St Andrew’s Church Congresbury
— of the main Para 1.17 and 1) Directly or via the support of other Charitable Bodies,
| 7 . ‘ 1.19
activities in relation to those provide assistance to achieve some specified goal that
purPaaS for the public will contribute to their life chances and personal
benefit, in particular, the
| activities, projects or fulfilment;
| services identified in the (2) To support charitable bodies that provide activities
accounts. which develop their skills, capacities and capabilities to
enable them to participate in society as mature and
responsible individuals;
(3) To support charitable bodies in their provision of
recreational and leisure time activities provided in the
| interest of social welfare, designed to improve their
conditions of life
| Statement confirming Para 1.18 The Trustees have all received the three Charity
| whether the trustees hav Commission booklets “Guidance on Public Benefit
| had d to th a a PB1,PB2,PB3” and state they have complied with
: aG regard to ie gul AOR their duty to have due regard to this guidance in
issued by the Charity exercising their powers and duties.
Commission on public
benefit
Additional information (optional)
You may choose to include further statements where relevant about:
[sorpretene |
The policy on grant making is in place. The aims
| [Poli] oucy t maki Para 1.38 a)being the Charity objectives are met
on grant Making b) to ensure the original donors intensions are met
c) to ensure the trust policy on the effectiveness and
inclusiveness of grants made is achieved
Policy on social investment
including program related Para 1.38
investment
The Secretary and Treasurer are volunteer posts.
Contribution; ; made by Para 1.38
volunteers
Other
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—_

Achievements and Performance

		~SORP reference	~SORP reference	~SORP reference	~SORP reference
					,
						During the year the trustees have made grants to:-
						a) The provision of support for disadvantaged
						children attending St Andrew’s School.
; Summary of the main . . achievements ofthe charity, identifying the difference the charity’s work has made to		Para		1.20
the circumstances of its beneficiaries andanywider benefits to society as a whole.







Additional information (optional)
You may choose to include further statements						where relevant about: _	_
						The Trustees aim of allocating £28,000 of grants was
						not achieved. This was due to grantees not applying
Aah t ee cnievements agains objectives set				Barer	ara	{dit
							investment value that is awaiting increased returns.
						N/A
Performance offundraising activities against objectives set			Pa"			"41
	Co
Investment performance . : . against objectives						Para
Other				enn			ten

Additional information (optional) You may choose to include further statements where relevant about:

Financial Review

Review ofthe charity’s financial position atthe end ofthe period	Para 1.21	In the 2023-24 yearthe total funds increased by £43,891.A total of£12,000was given in grants and £8,636 used for meeting investment costs.
Statement explaining the policy for holding reserves	Para 1.22	The invested funds will be held as an expendable endowment in line with thewishes ofthe donor.
stating why they are held
Amount of reserves held		£684,793
Reasons for holding zero	Para 1.22
reserves
Details offund materially in		Para 1.24
deficit
Explanation ofany	Para 1.23
	uncertainties about the
		charity continuing as a going concern

Additional information (optional) You may choose to include further statements where relevant about:

		Invested Legacy
	The charity’s principal	sources offunds (including any fundraising)
		Initially in line with the wishes ofthe donor. However
		investment performance will be continue to be
	t ¢ poli 4 ives ial. Bo ley oil objectives including any	Para 1.46
social investment policy		will be adopted
adopted
		The loss of the Invested Funds
	_A description ofthe principal	risksfacing the charity

Other	ee	ee
Structure, Governance and Management 3
Description of charity’s
trusts:
Type of governing document		Trust Deed
How is the charity	Para 1.25	Charitable Trust
constituted?
Trustee selection methods	Para 1.25	The existing trustees have regard to the view ofthe
including details ofany ite , _ constitutiona PIeVISIONS 2). election to post orname of		original donoraiming to select people ofnote in the local community with an interest in Young People to include professionals intheeducationand support of such youth.
any person or body entitled
to appoint one or more
trustees

Structure, 3 Governance and Management

——

Additional information (optional) You may choose to include further statements where relevant about:

			New Trustees are provide with copies ofthe Trust
Bestest olicies and procedures adopted for the induction	Para	151 ara	Document, Originating Legacy Will, GrantMaking Policyand the Charity Commission Booklets on “Guidance on Public Benefit”and “Charity Governance’ to new trustees. The trustees are
and training oftrustees			familiarised with the significant elements ofthese
			documents and updated as necessary on changes in
a			Charity Regulations and Charity good practice.
			Chairman, Trustees, Hon. Secretary and Hon.
			Treasurer
Thecharity’s organisational structure and any wider		Pane "1
network with which the
charity works
			When considering grant requests the trustees are
			mindful of their church, school and other charity
Relati hi ith lated elationship with any related parties		Para 1.51		connections and where required declare their interests andwithdrawfrom any vote.

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ia
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Reference and Administrative details

Dr S C Clark Memorial Fund Trust Other name the charity uses Registered charity number 1168699 Charity’s principal address c/o Congresbury Church Office, Station Road, Congresbury BRISTOL BS49 5DX

Names of the charity trustees who manage the charity

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1 |Rev M Thomson [Chairman (as s|sti—SsSSCiSY Existing Trustees
2 | Ms E Cran ee ee Existing Trustees
3[MrsFMarin | | | Existing Trustees
2
A
a
ss
5
2
10 | ee
1 ee
12 ee
13 ee
A
16 ee
17 ee
18 a
a
20 a
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Corporate trustees — names of the directors at the date the report was approved Director name

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_
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oo
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Name of trustees holding title to property belonging to the charity

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Funds held as custodian trustees on behalf of others Description of the assets held in this capacity

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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)

Names and addresses of advisers (Optional information)
Type of Name Address
adviser
Financial SuccessionWealth Drake Building, 15Davy Road, Plymouth Science Park, Management Ltd.
P	Derriford, Plymouth, PL68BY
Name of chief executive or names ofsenior staffmembers (Optional information) a a Ee
Exemptions from disclosure
Reasonfornon-disclosureofkey personneldetails

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Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

sionaturets|] (ark (Yuan ~| Full name(s) |, e/ eTHeN “THe Position (eg Secretary,Chair,etc) CHAK, _| Date qfzo2