## **The Fisher Charitable Trust (RCN: 1189317)**
## **Trustees’ Annual Report from 1 April 2022 to 31 March 2023**
|**Charity Name:**|The Fisher Charitable Trust|
|---|---|
|**Registered Charity number:**|1189317|
|**Charity’s principal address:**|Paradigm Norton|
||Paradigm House|
||72-74 Macrae Road|
||Pill|
||Bristol|
||BS20 0DD|
|**Name of Charity Trustees:**|Mark Peter Edmund Fisher|
||Annette Louise Fisher|
||Callum Peter Edmund Fisher|
||Peter Geoffrey Osborne|
|**Solicitors for Trustees:**|Clarke Willmott LLP|
||Blackbrook Gate,|
||Blackbrook Park Avenue|
||Taunton|
||Somerset|
||TA1 2PG|
|**Bankers for the Trustees:**|Metro Bank|
||One Southampton Row|
||London|
||WC1B 5HA|
|**Stockbrokers for the Trustees:**|Transact|
||29 Clement’s Lane|
||London|
||EC4N 7AE|
|**Financial Advisor for the Trustees:**|Paradigm Norton|
||Paradigm House|
||72-74 Macrae Road|
||Pill|
||Bristol|
||BS20 0DD|
113138726-1
## **Structure, governance and management**
The Trust was constituted by a Declaration of Trust dated 21 January 2020 and to date has received assets from the via Mark Fisher to the value of £775,000.
A further amount of £200,000 was added to the Trust in October 2021 by Mark Fisher.
In March 2023 Mark Fisher made an in-specie transfer of a number of investments into the Trust as detailed in the accounts.
## **Objectives and activities**
The objects are for the benefit of the public to promote any purposes that are charitable according to the laws of England and Wales.
## **Achievements and performance**
During the year covered by this report the Trustees resolved and paid the following grants:
- £10,000 to Cancer Research UK
At the point of preparing this report the Trustees are considering their options into projects.
## **Reserves**
The charity has been endowed and obtains all of its income from the investment of that endowment. The Trustees have so far made no long term commitments that are likely to exceed their investment income. Even if they choose to do so in the future, that is likely to be conscious decision to commit capital resources to a particular project even if that meant that over time the charity’s resources were entirely spent. Accordingly, the Trustees do not consider it currently necessary to maintain any particular cash sum as reserves.
## **Declaration**
The Trustees declare that they have approved the Trustees’ report above.
Agreed on behalf of the charity’s Trustees
Full Name: Mark Peter Edmund Fisher
Capacity: Trustee
Date: 18/1/24
113138726-1
## **THE FISHER CHARITABLE TRUST**
## **SHORT FORM ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023**
P3856/440721.1 Clarke Willmott LLP Blackbrook Gate Blackbrook Park Avenue Taunton TA1 2PG
## **THE FISHER CHARITABLE TRUST**
## **SHORT FORM ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023**
## **BALANCE SHEET**
|**Investments at cost** _market value_
_1,148,015_
_£_
**Cash held**
Less:
Liabilities
Capital Account
Income Account|**2023**
1,121,850.64
278,830.48
1,400,681.12
(1,620.00)
1,399,061.12
1,369,465.12
29,596.00
1,399,061.12|**2022**
764,153.64
116,341.38|
|---|---|---|
|||880,495.02
(4,200.00)|
|||876,295.02|
|||860,179.77
16,115.25|
|||876,295.02|
## **THE FISHER CHARITABLE TRUST**
**SHORT FORM ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023**
## **CAPITAL ACCOUNT**
|Balance as at 1 April 2022
Donations to Trust
Gift Aid repayment from HMRC
Gain/loss on sale of investments
Less:
**Expenses:**
Legal fees
Stockbroker fees
Advisor fees
**Donations:**
MYTIME - young carers support
MYTIME - young carers support
DEAFvibe UK
Alpacaly Ever After CIC
Many Tears Rescue
Vale Pantry Charity - 1196306
Food in Community
Cancer Research UK
Fundraising Consultant
Balance as at 31 March 2023|**2023**
**2022**
860,179.77
747,210.77
308,902.76
200,000.00
214,905.56
2480.91
15,742.88
1,386,469.00
962,953.65
(1,620.00)
(11,100.00)
(4,183.88)
(3,877.48)|**2022**
747,210.77
200,000.00
15,742.88|
|---|---|---|
||(5,803.88)
(14,977.48)
(1,200.00)
(900.00)
(1,200.00)
(900.00)
(20,000.00)
(3,446.40)
(12,200.00)
(20,000.00)
(10,000.00)
(3,000.00)
(10,000.00)
(10,000.00)
(10,000.00)
(78,646.40)
(8,250.00)
-
(8,250.00)
1,369,465.12
860,179.77||
|||(8,250.00)|
|||860,179.77|
## **THE FISHER CHARITABLE TRUST**
## **SHORT FORM ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023**
## **INCOME ACCOUNT**
|Balance as at 1 April 2022
Transact Interest
**Investment income**
Dividends and Interest
Interest
Commission rebates
Total Divs and Interest
Balance as at 31 March 2023|13,049.05
431.70
-|**2023**
16,115.25
10,003.12
-
67.14
13,480.75
29,596.00
29,596.00|**2022**
6,013.90
31.09
10,070.26|
|---|---|---|---|
|||||
||||16,115.25|
||||16,115.25|
##