|**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**
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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|
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## **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|
||||