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
SoUr￿S 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 £
n*t4lls
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 loptlon*ll
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