2021-04-05-accounts - Peter Woodman Charitable Trust

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	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	for theperiod	for theperiod	for theperiod
	From	Period start date			To	Period end date
		06	April	2020		05	April	2021

Section A Reference and administration details

Charity name

Peter Woodman Charitable Trust

Other names charity is known by

N/A

Registered charity number (if any) 1172473

Charity's principal address 5 St. Raphael Road Worthing West Sussex Postcode BN11 5HL

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
	Peter Woodman	Chair
	Malcolm Peppiatt
	Erin Davies

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

December 2021

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document (eg. trust deed, constitution) How the charity is constituted

Trust Deed

Trust

(eg. trust, association, company)

Trustee selection methods

Appointed by existing trustees

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The prevention or relief of poverty or financial hardship anywhere in the world by providing or assisting in the provision of education, training, healthcare projects and all the necessary support designed to enable individuals to generate a sustainable income and be self-sufficient and To help young people, especially but not exclusively through leisure time activities, to develop their capabilities that they may grow to full maturity as individuals and members of society.

December 2021

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

December 2021

Section D Achievements and performance

Summary of the main achievements of the charity during the year

December 2021

Section E Financial review

Brief statement of the

charity’s policy on reserves

This is the fourth full year of the operation of the charity as a registered charity. The aim is to build a reserve of funds through investment over the next financial year so that the charity is self-sustaining financially in the longer term. Profits from investments can then be used for the objects of the charitable whilst sustaining a capital reserve. The value of investments took a significant hit in march as the Covid-19 crisis hit but these investments have currently largely recovered as of the time of writing.

Details of any funds materially

in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);

At this stage all funds received are from payroll giving from Peter Woodman. In the financial year 2020-2021, a grant was made to Child Rescue Kenya (Registered Charity Number 1160273). The charity works with the poorest and most vulnerable children in the Kitale area in Kenya. A grant was also made to Hands for Hope (LIFT UK) through Global Giving (Registered Charity number 1147360).

how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the charity’s governing document, the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities published on 16 July 2014.

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) P. D. Woodman

Full name(s) Peter David Woodman

Position (eg Secretary, Chair, Chair etc)

Date 26th December 2021

December 2021

Peter Woodman Charitable Trust Registered Charity No. 1172473

Accounts for the year ended April 5[th] 2021

INCOME Donations received Profit on investments Total income	£ 51,998 £ 59,939
	£ 111,936

EXPENDITURE

LIFT (Hands for Hope) Child Resue Kenya (Global Giving) Interactive Investor charges Total costs SURPLUS FOR THE YEAR Surplus brought forward 2019-2020 SURPLUS CARRIED FORWARD Represented by: Cash at bank Energise Africa Bond Investments in Interactive Investor Total Balance	£ 3,000 £ 1,100 £ 120
	£ 4,220
	£ 107,716 £ 159,326 £ 267,042 £ 166 £ 10,000 £ 256,876
	£ 267,042

December 2021

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Peter Woodman Charitable Trust members of On accounts for the year 5[th] April 2021 Charity no 1172473 ended (if any) Set out on pages I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 5[th] April 2021 Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Lisa La Roche Date: 24/12/2021 Name: Lisa La Roche Relevant professional qualification(s) or body (if any): Address: 44 Arundel Road Angmering West Sussex BN16 4LL

December 2021

Section B Disclosure

Only complete if the examiner needs to highlight material 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 .

December 2021