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2024-12-31-accounts

REGISTERED CHARITY NUMBER: 1175614

The Sawday Trust

Trustees’ Report and Unaudited Financial Statement for the Period Ended 31 December 2024

The Sawday Trust

Contents of the Accounts for the Period Ended 31 December 2024

Page
Report of the Trustees 1
Statement of Financial Activities 3
Statement of Financial Position 4
Notes to the Financial Statements 5

The Sawday Trust

Trustees’ Report for the Period Ended 31 December 2024

The trustees present their report with the accounts of the charity for the period ended 31 December 2024.

The Sawday Trust is a charitable incorporated trust, created by deed on 3 October 2017 and registered as a charity on 8 November 2017.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number

1175614

Principal office

Alastair Sawday Publishing Co. Ltd Merchants House, Wapping Road, Bristol, BS1 4RW

Trustees

Alastair Sawday Miriam Sawday (appointed 05/05/2025) Sibusiso Tshbalala (appointed 02/08/2024) Chloe Revill (resigned 29/04/2025) Tom Dixon (resigned 26/07/2024)

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Charity is governed by a trust deed dated 3 October 2017.

OBJECTIVES AND ACTIVITIES

Objectives and aims

Principle objective of the Charity, as defined in the trust deed, is “the protection and preservation of the physical and natural environment”.

Public benefit statement and financial review

The trustees have had regard to Charity Commission guidance on public benefit.

Along with some donations during prior years the trust received a dividend on shares which it owns in Alastair Sawday Publishing Co Ltd which it intends to apply in future periods in line with the objectives set out above.

No benefits were provided to any of the Trustees or people connected to them.

Investment policy and objectives

The only asset which the trust currently owns is a share holding in Alastair Sawday Publishing Co. Ltd, representing 24% of the issued equity.

Reserves policy

The amount of build-up of reserves is reviewed as part of the annual planning process. the Trustees have decided against building a reserve for this financial year and instead agreed to spend within budget until more funds become available.

1

The Sawday Trust

Trustees’ Report for the Period Ended 31 December 2024

Statement of trustees’ responsibilities

Law applicable to charities in England & Wales requires the trustees to prepare a financial statement for each financial period which give a true and fair view of the charity’s financial activities during the period and of its financial position at the end of the period. In preparing financial statements giving a true and fair view, the Trustees should follow best practice and:

The Trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

ON BEHALF OF THE BOARD :

G R Sawday

Alastair Sawday – Trustee Date: 24.10.2025

2

The Sawday Trust

Statement of Financial Activities for the Period Ended 31 December 2024

INCOME
Investment income
Dividends
Interest
TOTAL INCOME
EXPENDITURE
Charitable activities
Accountancy
Donations paid
Legal and professional
TOTAL EXPENDITURE
NET INCOME/ (EXPENDITURE)
Unrestricted Reserves at 1 January 2024
Unrestricted Reserves at 31 December 2024
Unrestricted
Funds
2024
£
19,124
429
19,553
(615)
(6,560)
(1,622)
(8,797)
10,756
223,431
234,187
Unrestricted
Funds
2023
£
32,734
399
33,133
(2,055)
(26,000)
(1,735)
(29,790)
3,343
220,088
223,431

The notes form part of these accounts

3

The Sawday Trust (1175614)

Statement of Financial Position At 31 December 2024

INVESTMENTS
Shares in unquoted company
CURRENT ASSETS
Bank account
LIABILITIES
Accrual for accountancy fees
NET ASSETS
RESERVES - unrestricted
2024
Unrestricted
Funds
£
208,000
26,907
(720)
234,187
234,187
2023
Unrestricted
Funds
£
208,000
17,156
(1,725)
223,431
223,431

The financial statements were approved by the Board of Trustees, and authorised for issue, on and were signed on its behalf by:

G R Sawday

Alastair Sawday – Trustee

The notes form part of these accounts

4

The Sawday Trust

Notes to the Financial Statements for the Period Ended 31 December 2024

1. TRUSTEES' REMUNERATION, BENEFITS AND OTHER TRANSACTIONS.

There was no trustees’ remuneration or other benefits provided in the period ended 31 December 2024.

There were no trustees’ expenses paid for the period ended 31 December 2024.

There were no trustees’ donations made for the period ended 31 December 2024.

The notes form part of these accounts

5