CHARNY (OMMI Trustees. Annual Report for the period Period start date Period end date Year 2024 From 01 )08 Section A Reference and administration details Charity name THE OLD ORCHARD CHARITABLE TRUST Other names charlty Is known by Registerod charlty numbor (if any) 1173898 Charity's prlncipal address THE OLD ORCHARD, QUAKER BROOK LANE HOGHTON PRESTON Postcode PRS OJA Names of the charlty trustees who manage the charlty Dates aotsd if not for whole ear Trustee name Office lif any) Name of person {or body> entitled toa oint trustee ilan M B WARBURTON M GRAY CHAIR 10 12 13 14 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear TAR March 2012
Names and addresses of advise (Optional information) e of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure, overnance and management Description of the charity's trusts Constitution Type of governing document t dp.p.d, How the charity is constituted Charitable Incorporated Organisation Trustee selection methods ie poiiiieo Dy, eipciea i. Appointed by trustees 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 lated parties., trustees, consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities To promote the improvement of the health of UK citizens by providing financial assistance to a range of recognised health related charities. Summary of the objects of the charity set out in its governing document TAR March 2012
During the year, the charity received donations which increased the charity's assets at the end of the period. The charity will use the assets to fund charitable donations in the future. The trustees have had regard to the guidan issued by the Charities Commission on public benefit when making decisions. 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 beneflt) Addltlonal detalls of objectlves and actlvltles (Optlonal Infonnation) You may choose to include further statements, where relevant, about: policy on grantmaking., policy programme related investment. contribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year In accordan with the charity's objects, the charity increased the amount of funds it held at the period end. TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves Reserves are to be used to fund charitable donations and to ensure the financial viability of the charity for many years to come. Detalls of any funds materially in deficit None Further financial review detalls (Optional informatlon) You may choose to include additional information, where relevant about.. the charity's principal SoUrS of funds (including any fundraising)., 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 Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charlty's trustees Signature(s Full name(s) Position {eg Secretary, Chair, etc) Margaret Beatrice Warburton Chair of Trustees Date 1210212025 TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES THE OLD ORCHARD CHARITABLE TRUST Receipts and pa ments accounts CC16a For the period from To 0110812023 3110712024 Section A Receipts and payments Unrestri¢ted funds Restri¢ted funds Endowment funds Total funds Last y•ar to th• n•Ar•st to th• n•*r•st £ t• th• n•ir•st t to th• n•ir•st £ t• th• n•Ar•st £ A1 Recel ts Donations. le acies and rants 77,657 77,667 780 Sub total (Gross income for AR) 77.607 77,667 710 A2 Asset and Inv¢stm•nt sales, {s¢e table). Rgc•i ts from sala ol invèstm8nt5 20,000 Sub total 77.887 77,667 20,700 A3Pa m•nts Grants and donations pald Accountancy lèas 20,000 760 1,938 1,938 Sub total 1,938 1.938 20,760 A4 Ass•t and Investment purchases, Isee table) Sub total Total payments 1,938 1,938 20,780 Net of receipts/(payments) A6 Transfers between funds A8 Cash funds last year end Cash funds this year end 76,719 76,719 9,838 86.667 9,838 80,007 9,838 9,838 CCXX R1 accounts ISSI 1310212025
Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted fund5 funds to n•r•st £ to n••r•st £ Endowment funds t¢ n•ar•st £ Categories Detsils B1 Cash funds Bank arxounts 85,557 Total cash funds 85,657 lapreo bolanBes with r8¢0ipls and paymonls Unrestrlcted funds tg fi•r•st e Restrlcted funds to n••r•st £ Endowment funds t• n•Af•st £ nt4lls B2 Other monetary assets Fund to whleh ASS•t b•l•n Curr•nt V41y• lonal Details Other inv8Stmont$ C08t loptlonrtll 191.000 83 Investment assets Fund to whl¢h IS5•t b•lon Curr•nt valu• DctJils Cost loptlonll B4 Assets r•talnod for the charlty's own use Fund to whl¢h r•l•t•s Amount du• l•nal Wh•n du• tlonal Detail B5 Llabllltles Signed by one or trustees on behalf of all the Iruslees Date of roval Signature Print Name M B WARBURTON 1210212025 CCXX R2 accounts ISSI 1310212025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts ••• Section A Independent Examiner's Report Report to the trusteesl members of THE OLD ORCHARD CHARITABLE TRUST On accounts for the year ended 31 JULY 2024 Charity no (if any) 1173898 Set out on pages 1 to2 I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 3110712024. Responsibillties and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Date: 1212125 Signed: Name: P C NEWSHAM Relevant professlonal qualification(s) or body (if any): ICAEW Address: UNIT 1 GUEST HOUSE FARM, RUNSHAWLANE EUXTON CHORLEY PR7 6HD IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight 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. IER October 2018