||**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:
1. 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