## **Trustees’ Annual Report for the period**
**From 1 Jan 2021 Period start date To 31 Dec 2021 Period end date**
## **Charity name: The Almond Adams Charitable Trust**
**Charity registration number: 1173390**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 To advance education for the
purposes of the charity public benefit; and reduce
as set out in its inequality in access to
governing document educational opportunities.
Summary of the main Para 1.17 and Support of projects and
1.19
activities in relation to scholarships that reduce
those purposes for the inequality in access to
public benefit, in educational opportunities.
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 The trustees have full regard to
whether the trustees the guidance issued by the
have had regard to the Charity Commission on public
guidance issued by the benefit. The trustees believe the
Charity Commission on charity to have acted in
public benefit accordance with public benefit
throughout the year.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
## **Achievements and Performance**
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SORP reference
The charity is a grant-giving
charity supporting other charities
in the pursuit of educational
Summary of the main excellence, equality of
Para 1.20
achievements of the opportunity and social mobility.
charity, identifying the 2021 was a difficult year with the
difference the charity’s continuation of the COVID
work has made to the pandemic but income increased
circumstances of its slightly on the previous year and
beneficiaries and any the trustees were pleased to
wider benefits to society agree a further grant to the Royal
as a whole. National Children’s Springboard
Foundation.
This continues our support for
this organisation in its purpose of
widening access to educational
opportunities in the UK, and in
the promotion of social mobility.
In addition to this grant, the
charity has continued to build its
endowment.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 The charity has continued to
financial position at the make grants and increased its
end of the period endowment to its highest historic
level.
Statement explaining Para 1.22 The charity is grant giving and
the policy for holding has zero operational costs.
reserves stating why Reserves are not required.
they are held
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22 The charity is grant giving and
reserves has zero operational costs. The
endowment and the donations
support the grant giving fully.
Details of fund materially Para 1.24 not applicable.
in deficit
Explanation of any Para 1.23 no uncertainties.
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Foundation Model Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Three trustees. Further trustees
methods including may be appointed should the
details of any charity’s activities expand. The
constitutional provisions initial trustees represent the
e.g. election to post or family who endowed the
name of any person or foundation initially and who have
body entitled to appoint provided all of the donations so
one or more trustees far.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name The Almond Adams Charitable Trust
Other name the charity
uses
Registered charity 1173390
number
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Charity’s principal Churton House
address Tunbridge Lane
Bramshott
Hampshire GU30 7RF
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Mr Daniel Perrett Chairman
Mrs Susanna
2
Perrett
3 Mr James Perrett
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
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)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Daniel Ronald Perrett
**Position (eg** Chairman **Secretary, Chair, etc)**
**Date** 20 October 2022
**Almond Adams Charitable Trust 1173390**
## **Receipts and payments accounts**
**For the period** Period start date Period end date **To from** 01.01.2021 31.12.21
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 9,315 6,000 - 15,315
Dividend from Investment - 646 - 646
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total (Gross income for AR) 9,315 6,646 - 15,961
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total [ - ] - - -
Total receipts 9,315 6,646 - 15,961
A3 Payments
Grants paid 10,000 - - 10,000
Charitable donation - - - -
Professional services - - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total 10,000 - - 10,000
A4 Asset and investment
purchases, (see table)
- 6,646 - 6,646
- - - -
Sub total - 6,646 - 6,646
Total payments 10,000 6,646 - 16,646
Net of receipts/(payments) - 685 - - - 685
A5 Transfers between funds - - - -
A6 Cash funds last year end 1,329 - - 1,329
Cash funds this year end 644 - - 644
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**||**_Total cash funds_**|**to nearest £**
**644**
**-**
**-**
**644**|
|**to nearest £**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))||OK|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**
Almond Adams Endowment (Hargreaves
Lansdown)||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
||||Mr Daniel Perrett|||
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CC16a
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## **Last year**
**to the nearest £ 12,077 931 - - - - - - 13,008**
**13,008**
**20,000 375 780 - - - - - - 21,155**
**9,431 9,431 30,586 - 17,578 - 18,907 1,329**
## **Endowment funds to nearest £**
**-**
## OK
## **Endowment funds to nearest £**
**-**
**Current value (optional)**
**40,472 - - - -**
**Current value (optional)**
**When due (optional)**
Date of approval 20.10.22