2025-04-30-accounts - The Ugliduck Trust

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	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	2024		30	4	2025

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

Trustee name	Office (if any)	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

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)

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Additional governance issues (Optional information)

In 2024/5 the Trust has continued to support organisations and individuals You may choose to include who fall within the compass of its constitutional aims. additional information, where relevant, about: . The Trust is developing a research brief in order to support the wider  policies and procedures needs of children and young people requiring special needs education. adopted for the induction and training of trustees; The charity was established to provide

the charity’s organisational Relief of those in need, by reason of youth, age, ill-health, disability,
structure and any wider financial hardship, or other disadvantage, anywhere in the world, through
network with which the charity the provision of grants to support those who are socially and economically
works; disadvantaged
relationship with any related parties;
The trustees seek to make the area of focus more explicit without
trustees’ consideration of completely ruling out the broader dimensions of need. major risks and the system and procedures to manage 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 its website. A website consultant has been identified to assist with this stage of development.

The Charity continues to offer small grants to help educational needs and to assist with the development of facilities that help provide outlets for the focus of the charitable work.

March 2012

TAR

Section C Objectives and activities The principal objects of the Trust are Summary of the objects of the The relief of those in need, by reason of youth, age, ill-health, disability, financial charity set out in its governing 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

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

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 The Trust has continued to give support to a young person with ambulatory challenges who is now engaged in A level studies.

Section E Financial review

March 2012

TAR

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 take the step of establishing our website. This change will lead to change in the existing level of support that the trust is able to p[rovide.

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 11/02/2026

March 2012

TAR

TAR Maich 2012

Charity Name The	Ugliduck Trust	Ugliduck Trust	No (if any) 1192643
Receipts and payments accounts				CC16a
For the	Period start		Period end
period from	5/1/2024	To	4/30/2025

Section A Receipts and payments	Section A Receipts and payments
A1 Receipts	Unrestricte d funds to the nearest £	Restricted funds to the nearest £	Endowme nt funds to the nearest £	Total funds to the nearest £	Last year to the nearest £
From Founder Trustee	-	-	-	10,101	10,181
From Founder Trustee	-	-	-		34
HMRC Charities Tax Reimbursment	-	-	-	-
From3rdParty Supporters	-	-	-		200
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
*Sub total*(Gross income for AR)	-	-	-	10,101	10,415

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					10,415

Grove Graden Trust		-	-	400	400
		-	-	-
		-	-	-
		-	-
Tariro		-	-	981	800
	-	-	-		-
	-	-	-		-
	-	-	-	-	-
	-	-	-	-	-
**Sub total **	-	-	-	1,381	1,200

A4 Asset and investment purchases, (see table)
CCXX R1 accounts (SS)	-				2/12/2026

	-	-	-	-
**Sub total **	-	-	-	-	-

					1,200

	-	-	-	8,719	8,815
	d -	-	-	-	-
	n -	-	-	-	-
		-	-	8,719	8,815

Section B Statement of assets and liabilities at the end of the period

Details Details *Total cash funds* (agree balances with receipts and payments None Unrestricted Donations Details	Unrestrict ed funds to nearest £ 8,719 - - 8,719 ~~Agreement~~ Error Unrestrict ed funds to nearest - - - - - - Fund to which asset belongs	Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - Cost (optional)	Endowmen t funds to nearest £
			-
			-
			-
			-
			OK
			Endowmen t funds to nearest
			-
			-
			-
			-
			-
			-
			Current value (optional)
None		-	-
		-	-
		-	-
		-	-
		-	-
Details None ~~2~~	Fund to which asset belongs	Cost (optional) - -	Current value (optional)
			-
			- ~~2/12/2026~~

			-
			-
			-
			-
			-
			-
			-
			When due (optional)
None		-
		-
		-
		-
		-
Signature	Print Name TERENCE C BEVAN
			Date of approval
	TERENCE C BEVAN		2/11/2025

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

CCXX R3 accounts (SS)

2/12/2026