2025-09-07-accounts

Trustees’ Annual Report for the period

From 07/09/2024 Period start date To 06/09/2025 Period end date

Charity name: HENRY ANGELL-JAMES MEMORIAL TRUST

Charity registration number: 1181884

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The relief of sickness and saving lives for the benefit of the general public by working with health services across Shropshire and the West Midlands to support the installation of Automatic External Defibrillators (AED’s)
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the	Para 1.17 and 1.19	The Charity installed 21 AED’s in and around the West Midlands during this financial year.
~~accounts~~ Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees have regard to the public benefit guidance issued by the charity commission.

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SORP reference No grants are made to 3rd parties. Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment

Contribution made by volunteers	Para 1.38	A range of volunteers give their time for free to help identify the best positioning for each AED and to run the administration of the charity
Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The Charity has installed 125 AED’s at various sites including Parish Halls, Commercial developments, since the charity was launched.

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Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The Charity has funds on a/c that will be used during the following financial year to acquire further AED’s for installation
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Charity has no staff or premises and thus there is no need to keep reserves in hand.
Amount of reserves held	Para 1.22	Cash at Bank at Year End totalled £50,766.93
Reasons for holding zero reserves	Para 1.22	The Charity has no staff or premises and thus there is no need to keep reserves in hand.
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

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The charity’s principal sources of funds (including any fundraising)	Para 1.47	Funds are received from individuals, fund raising events, parish/community halls and corporate donations
Investment policy and objectives including any social investment policy adopted	Para 1.46	None
A description of the principal risks facing the charity	Para 1.46	None
Other

Structure, Governance and Management

Description of charity’s
~~t~~ ~~t~~ Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Trust
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more	Para 1.25	By the Chairman and extant Trustee
~~trustees~~

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Policies and procedures adopted for the induction and training of trustees	Para 1.51	Trustees are cognisant of their obligations to the Charity and guided by the Charity Commission Guidelines.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Henry Angell-James Memorial Trust
Other name the charity uses	None
Registered charity number	1181884
Charity’s principal address	53 Elm Park Gardens, London SW10 9PA

Names of the charity trustees who manage the charity

	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
1 2 3 4	Sally Angell- James	Chairman, Trustee
	Claire Marsh	Trustee	09 Sept 2024

Corporate trustees – names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	None
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
	Type of adviser Name Address
	Secretary	Mark Bucknall	53 Elm Park Gardens, London SW10 9PA
	Name of chief executive or names of senior staff members (Optional information)
	N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

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) Mark Lyndon St Vincent Bucknall Position (eg Secretary Secretary, Chair, etc)

Date 12/09/2025