| The CJM and Family Charitable Trust | The CJM and Family Charitable Trust | The CJM and Family Charitable Trust | 1186572 | 1186572 | CC16a | |
|---|---|---|---|---|---|---|
| For the period from |
14/11/2023 Period start date |
To | 13/11/2024 Period end date |
|||
| Section A Receipts and payments | ||||||
| A1 Receipts | Unrestricted funds to the nearest £ - 4,495 - - - - - - 4,495 - - - 4,495 24,890 - 850 - 182 15 - - - 25,937 - - - 25,937 - 21,442 25,755 1,793 6,106 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - 30,000 7,500 - - - - 37,500 - - - 37,500 - - - - - - - - - - - - 37,500 - 25,755 76,969 88,714 |
Total funds to the nearest £ - 4,495 30,000 7,500 - - - - 41,995 - - - 41,995 24,890 - 850 - 182 15 - - - 25,937 - - - 25,937 16,058 - 78,762 94,820 |
Last year to the nearest £ |
|
| Income from investments | - | - | ||||
| Interest received | 4,495 | 1,949 | ||||
| Income from Settlor | - | - | ||||
| HMRC Gift Aid | - | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
4,495 |
1,949 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| Sale of investments | - | - | ||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 1,949 | ||||||
| Grants awarded | 24,890 | 37,438 | ||||
| Investment manager fees (Including VAT) | - | - | ||||
| Trust Administration fees (including VAT) | 850 | 1,865 | ||||
| Independent Examiners fees | - | - | ||||
| Cash management fee | 182 | 156 | ||||
| Bank charges | 15 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 25,937 | 39,459 | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| Investmentpurchases | - | |||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 39,459 | ||||||
| - 21,442 | - | 37,500 | 16,058 | - 37,510 | ||
| 25,755 | - 25,755 | - | - | |||
| 1,793 | 76,969 | 78,762 | 116,272 | |||
| 6,106 | - | 88,714 | 94,820 | 78,762 |
CCXX R1 accounts (SS)
02/09/2025
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Endowment funds to nearest £ 88,714 - - 88,714 OK Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 04 September 2025 |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Investment portfolio Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Capital account Income account Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - 6,106 - - - 6,106 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) Endowment - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - Print Name Alexander Mulroe on behalf of Ludlow Trust CompanyLimited |
|
| Date of approval |
|||
| Alexander Mulroe on behalf of Ludlow Trust CompanyLimited |
04 September 2 | ||
CCXX R2 accounts (SS)
02/09/2025
Trustees’ Annual Report for the period
From 14 November 2023 To 13 November 2024
Charity name: The CJM and Family Charitable Trust Charity registration number: 1186572
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the trust are to apply the income for the benefit of such charitable objects as the Trustees shall decide and whose objects include the conservation, preservation and restoration of the natural beauty of the countryside of the United Kingdom using voluntary workers. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
In furtherance of the charity’s objects for the public benefit the trustees provide grants. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In determining the charity’s activities, the trustees have had regard to the Charity Commission’s guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| 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 | During the year under review the charity made grants totalling £24,890 to the following four charities: - British Rowing Charitable Foundation - Downing College in the University of Cambridge - Dana Farber Cancer Institute |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the reporting period the charity had free reserves of £6,106 (2023: £1,793). In addition to the free reserves the charity has bank balances of £88,714 (2023: £76,969). |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other | Expendable endowment funds are those which are required to be invested to produce income but which may be transferred to unrestricted funds at the discretion of the trustees in order that they may be expended in furtherance of the charity’s objectives. Unrestricted income funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes. |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed dated 13th November 2019 |
| 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 trustees |
Para 1.25 | Trustees are appointed by the existing trustees. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees Para 1.51 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 | No trustee received any remuneration nor reimbursed any expenses in the year under review. During the year Ludlow Trust Company Limited were paid fees for trust administration services of £850. These fees are authorised under clause 6 of the trust deed. |
|---|---|---|
| Other |
Reference and Administrative details
| Charity name | CJM and Family Charitable Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1186572 |
| Charity’s principal address | Ludlow Trust Company Limited 1stFloor, Tower Wharf Cheese Lane, Bristol BS2 0JJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Ludlow Trust CompanyLimited |
||||
| Josephine MaryButler | ||||
| Charles Clarke Megaw |
||||
19 20 – 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
Trustee name Dates acted if not for whole year
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)
| 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 |
||
| Investment Managers | ||
| Bankers | ||
| Accountants | ||
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
----- Start of picture text -----
Signature(s)
Full name(s) Alexander Mulroe on behalf of
Ludlow Trust Company Limited
Position (e.g. Secretary,
Chair, etc.)
Date
04 September 2025
----- End of picture text -----
Independent Examiner's Report to the Trustees of The CJM and Family Charitable Trust
I report to the charity trustees on my examination of the accounts of the charity for the year ended 13 November 2024.
Responsibilities and basis of report
As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
- accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2. the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Geoffrey Frost BSc(Hons) FCA Blue Spire Limited Cawley Priory South Pallant Chichester West Sussex PO19 1SY
05 September 2025
Date