The Edward Holt Trust Trustees Annual Report & Accounts For the period 4 March 2020 to 31 March 2021
Registered Charity Number: 1188344
Edward Holt Trust
Contents
| Contents | ||
|---|---|---|
| Legal and Administrative Information | 1 | |
| Trustees’ Annual Report | 3 | |
| Trustees’ responsibilities in relation to the financial statementsError! Bookmark | ||
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| Independent Auditor’s Report to the Trustees of the Edward Holt Trust | Error! | |
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| Statement of Financial Activities for the year ended 31 March 2021 | Error! | |
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| Balance Sheet at 31 March 2021 | Error! Bookmark not | defined. |
| Notes to the Financial Statements | Error! Bookmark not | defined. |
Edward Holt Trust
Legal and Administrative Information
Trustees Mr R P Kershaw (Chair) Appointed 4 March 2020 Mr M Fry Appointed 4 March 2020 Mr M J Prior Appointed 4 March 2020 Mrs J Bird Appointed 4 March 2020 Mrs C Rush Appointed 4 March 2020 Secretary Mrs E Willder, FCMA, CG(Affiliated) Bankers The Royal Bank of Scotland plc St Ann Street Manchester M60 2SS Registered Address G104, Bolton Arena Arena Approach Horwich Bolton, BL6 6LB Charity Number 1188344 Investment Advisers Castlefield Investment Partners LLP 9[th] Floor 111 Piccadilly Manchester M1 2HY Cazenove Capital Management Limited 12 Moorgate London EC2R 6DA
Sarasin & Partners LLP Juxon House 100 St Paul’s Churchyard London EC4M8BU
Smith & Williamson 3[rd] Floor 9 Colmore Row Birmingham B3 2BJ
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Edward Holt Trust
Solicitors Addleshaw Goddard One St Peter’s Square Manchester M2 3DE
Butcher and Barlow 3 Royal Mews Gadbrook Park Northwich Cheshire CW9 7UD
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Edward Holt Trust
Trustees’ Annual Report
Structure, Governance and Management
The Trust is a Charitable Incorporated Organisation and is a registered charity, number 1188344 (Registration Date 4 March 2020). The original, unincorporated Trust was established by a gift from Edward Holt in 1955, following the philanthropic tradition of the Holt family. The Trust does not actively fundraise and seeks to continue the work desired by the donor through the careful stewardship of its existing resources.
The names of the present Trustees and Secretary are set out on page 1.
Objectives and Activities for the Public Benefit
The objects of the Trust are wide, as defined in the constitution and are for general charitable purposes. The principal activities of the Trust are determined by the Trustees and continued to be as follows:
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The maintenance of the flats and a bungalow at Holt House, Dene Road, Manchester, for the benefit of older people and ensuring that, as far as possible, the flats are fully occupied. It is to this purpose that the income of the Trust is primarily applied.
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The maintenance of Edward Holt House, a property acquired by the Trust for the use of a local charity, The Booths Centre.
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The maintenance of Edward Holt House (Paddington Close), a property acquired by the Trust for the use of a local charity, Salford Loaves & Fishes.
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The provision of grants to support charities working with the homeless within Greater Manchester
The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Trust’s aims and objectives and in planning future activities and setting the grant-making policy for the period.
Achievements and Performance
During the prod in question the responsibility for the operations of the charity remained with The Edward Holt Trust, an unincorporated charity (charity registration number 224741), therefore all activities have been reported in the audited Annual Report and Accounts of the entity which were filed with the Charity Commission on 19 November 2021.
Financial Review and Results for the period from 4 March 2020 to 31 March 2021
During the period in question the CIO had no income or expenditure, assets or liabilities, therefore this is a nil return.
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