| Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | for theperiod | for theperiod | for theperiod |
|---|---|---|---|---|---|---|---|
| From | Period start date | To | Period end date | ||||
| 1 | 5 | 2023 | 30 | 4 | 2024 |
Section A Reference and administration details
Charity name The Ugliduck Trust Other names charity is known by None Registered charity number (if any) 1192643 Charity's principal address White House, Whitemans Green, Cuckfield West Sussex Postcode RH17 5BY
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 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| T Bevan | Founder Trustee | The Ugliduck Trust | ||
| H Bevan | The Ugliduck Trust | |||
| D Pearson | The Ugliduck Trust | |||
| C Gallagher | The Ugliduck Trust | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
| Name | Dates acted if not for whole year |
|---|---|
| None | |
March 2012
TAR
1
Names and addresses of advisers (Optional information)
Type of adviser Name Address None Name of chief executive or names of senior staff members (Optional information) None Section B Structure, governance and management Description of the charity’s trusts Foundation Model Constitution Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) According to skill and experience requirements Trustee selection methods (eg. appointed by, elected by)
Section B Structure, governance and management
Additional governance issues (Optional information)
The Trust is now in the process of establishing focus on the subject of You may choose to include children and young people with special needs in education. additional information, where relevant, about: The Trust is exploring working more closely in the agenda for special policies and procedures educational needs. In this period external courses have been taken to adopted for the induction and equip the Trust with an understanding of the legal framework within which training of trustees; children, young people and families must work.
-
the charity’s organisational structure and any wider The charity was established to provide network with which the charity works; Relief of those in need, by reason of youth, age, ill-health, disability,
-
relationship with any related financial hardship, or other disadvantage, anywhere in the world, through the provision of grants to support those who are socially and economically
-
parties; disadvantaged
-
trustees’ consideration of major risks and the system The trustees believe that the area of fucus should be more explicit without
-
and procedures to manage completely ruling out all these broader dimensions of need.
-
them.
Risk and engagement procedure policies are in place and these will be reviewed as soon as the trust steps beyond the point of publishing its interests through its website.
Whilst the potential to help in educational special needs is explored the Charity has continued to offer small grants to help educational needs and to assist with the development of facilities that help provide outlets for the subjects of the charitable work.
March 2012
TAR
2
Section C Objectives and activities
The principal objects of the Trust are Summary of the objects of the charity set out in its governing The relief of those in need, by reason of youth, age, ill-health, disability, financial document hardship, or other disadvantage, anywhere in the world, through the provision of grants to support those who are socially and economically disadvantaged.
With continuing regard for the Charities Commission guidance on public benefit the Trust is testing avenues and types of support that may be offered under the terms of our constitution. The Trust continues to work closely with the Tariro Trust (A UK charity) that provides broad familial support for young people who for one reason or another have lost that familial support. The Tariro model is something that the trustees have especially in mind when seeking to help young people in the UK. Summary of the main activities Support has also been given to individual starting new businesses or with undertaken for the public small business challenges since these challenges play to the supporting benefit in relation to these skills and experience of the Trustees. objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
March 2012
TAR
3
No comments here at this early stage of the charity.
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
Section D Achievements and performance
March 2012
TAR
4
Section D Achievements and performance
The Trust still seeks to define where it could most provide help. Summary of the main achievements of the charity Inevitably the Trust feels that time is best spent identifying partners who during the year will strengthen the charitable delivery of Ugliduck In this period the Trust has also begun to give support to a young person with ambulatory challenges who is about to embark on A level courses.
Section E Financial review
March 2012
TAR
5
Brief statement of the charity’s policy on reserves
Our immediate constraint is to ensure that we do not over promise or over fund. We have made small grants which fit within our charitable purpose and yet leave sufficient funds available to assist us when we move on line with our website.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity.
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature Full name TERENCE C BEVAN Position (eg Secretary, Chair, CHAIR etc) Date 07/02/2025
March 2012
TAR
6
| Charity Name No (if any) The Ugliduck Trust 1192643 |
Charity Name No (if any) The Ugliduck Trust 1192643 |
Charity Name No (if any) The Ugliduck Trust 1192643 |
||
|---|---|---|---|---|
| Receipts and payments accounts | CC16a | |||
| For the | Period start | Period end | ||
| period from | 5/1/2023 | To 4/30/2024 |
| Section A Receipts and payments | Section A Receipts and payments | ||||
|---|---|---|---|---|---|
| A1 Receipts From Founder Trustee - From Founder Trustee - - From 3rd PartySupporters - - - - - - - - Sub total - Total receipts - A3 Payments Grove Graden Trust Aspinline Aspinline Tarriro New England Wood Trust - IPSEA LEGAL COURSE - - - Sub total - - Unrestricte d funds to the nearest £ HMRC Charities Tax Reimbursment Sub total(Gross income for AR) A2 Asset and investment sales, (see table). Holy Trinity School - support for food bank A4 Asset and investment purchases, (see table) |
- - - - - - - - - - - - - - - - - - - - - - - - Restricted funds to the nearest £ |
- - - - - - - - - - - - - - - - - - - - - - - - Endowme nt funds to the nearest £ |
Total funds 10,181 34 - 900 - - - - 11,115 - - - 11,115 400 - - 800 400 700 - - 2,300 - to the nearest £ |
Last year to the nearest £ |
|
| 7,724 | |||||
| 1,960 | |||||
| 1,938 | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| 11,622 | |||||
| - | |||||
| - | |||||
| 11,622 | |||||
| 440 | |||||
| 238 | |||||
| 81 | |||||
| 500 | |||||
| 1,000 | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| 2,259 | |||||
| A4 Asset and investment purchases, (see table) |
|||||
| - | - | - | - |
| - | - | - | - | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| **Sub total ** | - | - | - | - | - | |||||
| **Total payments ** | - | - | - | 2,300 | 2,259 | |||||
| **Net of receipts/(payments) ** | - | - | - | 8,815 # | 9,363 | |||||
| **A5 Transfers between fun ** | - | - | - | - | - | |||||
| A6 Cash funds last year en - | - | - | - | - | ||||||
| **Cash funds this year end ** | 8,815 | - | - | 8,815 | 9,363 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B3 Investment assets B2 Other monetary assets B4 Assets retained for |
Details Unrestricted Donations Details None Details None Details None Total cash funds receipts and payments account(s)) |
8,815 - - 8,815 OK - - - - - - Unrestrict ed funds to nearest £ Unrestrict ed funds £ Fund to which asset belongs Fund to which asset belongs |
to nearest £ - - - - OK to nearest £ - - - - - - - - - - - - Restricted funds Restricted funds Cost (optional) Cost (optional) |
Endowmen t funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowmen t funds to nearest |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| None | - | - |
the charity’s own use
B5 Liabilities
| - | - | |
|---|---|---|
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - |
Amount due When due Fund to (optional) (optional) which liability Details relates None -
Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name TERENCE C BEVAN |
Date of approval |
| TERENCE C BEVAN | 2/15/2024 | |