||**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**
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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)
## **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**
2
**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**
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 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**
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 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**
6
TAR
Maich 2012
|**Charity Name**
**The**|**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**|**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_ -**
**_Total payments_**
**-**
**_Net of receipts/(payments)_**
**-**
**A5 Transfers between fund -**
**A6 Cash funds last year en -**
**_Cash funds this year end_**||**-**||**-**||**-**||**-**|||
|---|---|---|---|---|---|---|---|---|---|---|
||**_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**
|**Categories**
**B3 Investment assets**
**B2 Other monetary**
**assets**
**B4 Assets retained for**
**the charity’s own use**
**B1 Cash funds**
CCXX R2 accounts (SS)|**Details**
**Details**
**_Total cash funds_**
(agree balances with
receipts and payments
None
Unrestricted Donations
**Details**|**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**|**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)**|**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
3