2023-12-31-accounts

THE STOCKWELLICUFFE CHARrrABLE TRusr RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023 Charity no: 1195153

Tho Sto(kwelVCllffe Charilabie Tn Report of the Trustees For the ￿ endÈd 31 D￿ember 2023 The trustees present theii ¥eport and accounts for year ended 31 December 2023. The trustees have opted to prepare Receipts and Payments Accounts. Obj•ctiv•$ and attl¥ltlq5 Tho obigrt& of thp r.harity, K gpt out in Iho TnJ£t DL4xI, indudo but 2ro not limrt(41 to provido funding to charitips for. The advancement of educat￿ The relief of sickness and the advancemwrt of health. The reliel of those in need by w50n of youth, age. lll healtty disabdity, financial hardshi or other disadvantage The trustees meet these cl)jectives throu9h grant gNirrfJ priority given to tIK)se causes that are geographIcal￿ dose to the Charl￿$ be in Buck1ngharr6hi￿. Causes may appty va the Charivs website wvAY.stoth¥elldiff t for grants of up to £5,0fy). The Charity dees not typicalty accepi grants fTom the same organi5ation MO￿ than on pvery two yeor5. We support a lew carethjlty sderted local ￿lonaL and national disability. educatK)ry and healthcare charitie5. We have been keen to e5ta14ish some local partnwships wth charitie5 thal fulfil our criteria. We are particularly boknng to SUPFKffi smaller charitie5 vthich have a high pence-in-the-pound ratio and so do not spend a lot of money on administr*ion.IE Rep We likè tharities which Pfomote heatth and wellbeing thrc4Jgh ￿VICe and practical help. W• partlcularly like charities which 5UPPOrt people arrtl carers with tenninal and chronic health condition5. Grants are made to charitatAe organisations aKI when awardin9 gran& the twstees give due re9ard to ihe Charity Commission guidance on public benefit AcNev•m•nts and ptrfrKm•n¢• Grants ol between £5W and £5,CW were awarded to 55 charities. Total grnnis paKI were £71ICKg. A list ol recipienis can be seen on the websit F•n•nsh reserves vknich they consider to be suffi¢ient to meet any unforeseen events. The balance of net income is distribLrted by way of gran StruciuT•, go¥wnance and m•nagemont The charity is unincorporated and go¥emed by a TnJst Deed daied 3 Juty 2022. New ITUStees are appointed by approval of existirKJ trustee& All trustees give thei¥ time freely and no trustee re¢•ed any remuneratKJn or reimbursement of expenses in the year.

The Sto¢kWelVC￿tte Charitable Trust Reyt ol thè Trnstees (con1inued) For th• y￿r •nded 31 December 2023 Reference and athilnlstratl¥e detalls Name of Charity The Stockwell/Ckffe Ckntable Trust Registered in England arKI Wales no 1195153 Principal OpeTatir¥J Address 5 St Agnes Gate wer￿0ver Buckinghamshire HP22 6DP Charity TTUStees Nicola aiffe {Chairperson) Roger Cliffe ffreasurerl Susan Stockwdl Joanne Malcher ISecTetaryl Alison Hall Investment Managers Chwles Star1￿ Wealth Management Awford House 4345 Reciory Grove southend-on.sea S59 2HA Independent Examiner Nicola AThJetson FaE 189 Babdwins Lane Croxley Green Rickman%%*yth Hertfofdshi WD3 3LL Banker5 National Westminster Bank plc Approved by the trustees on 2 October 2024 signed on their behalf by Nlc•l• aiffe - Chairperson

The 5tod(TN•lv￿tt• Charilable Tryst Indep•nd•nt Examlnerfs Rtptyt FDr the year ended ai D￿•Mbff 2023 I report to the trustees on my examination of the Re￿pts Payments accounts of The Stockwell/Cliffe charits￿e Trust (charity no-. 1195153} for the year ended 31 De(ember 2023 whtch are set out on pages 4 and 5. R￿ponSIbIlItIeS and basls of rep￿ As the charity trustges of tho Twsc you are rÈsponsbi l• for thè preparatitin of the accounts Mi accordance wilh the requirements of the Charitie5 kt 2011 I'the Acn. I report in respect of my ex3min3tion of the Charitys Jccounts carried under section 145 of the 2011 Act and in Cal￿n9 out my examination I have followed all the ap￿1(able Diiections given by the Charity Comm￿￿on under sectton 1451Sllbl of the ACL dependent emmlner's ststemerrt I have corn￿eted my examinatiorL I confirm that no material Matte￿ have come to my attcnlion in connection with the examinotson givinq me cause. lo he.lipvp Ihhl in Any matprial resrrt . accounting records were not kept in rnsped of the Charity as required by 5Kt)n 130 of t Aci., or 2. the accounts do not accord vAth tP¥J5e records I have no concems have come across M other in connKDon with the examination to which attention should be drawn in this reF￿ in order to ￿￿ble a proper uTrkntanding of ihe accownts to be reached. QM L4CQIUO_ Nicola Anderson Kl Charity Accountant and Indep•ndent Examin•r 189 Baldwins Lane Croylèy Grèe Rickmansworth Hefifordshire WD3 3LL Dated.. 3 October 2024

The Storkwelvcllffe CharIta￿e Trust Receipts and Payments For thÈ year end￿ 31 December 2023 2023 2022 RKeipts t)onatif)ns - Triists And FrMiThlatinn5 DDnation5 - Individuals InvestsNent iniome Reallsed galns on sale of Invesmnts 20.(KIJ 20.& $0,013 J,132 20,OC(I 10,OCKI 44,623 .911 Total R•¢•lpts 93.145 78.600 Paymonts Gfants Investment Manager fees Audit Indep¢mdeni Examination Admiri1￿ratIOn Cv5ts 72,1Th) 5,302 60,5CKI 5,517 &160 1.250 322 Tot•1 Payments 7&974 74289 N•t R•c•ipts th ygar 14.171 4.31 J Bank balances brought forward 25,316 21.005 B•nk Balan<•% carfl•d forward 39A87 25.316 41P3gc

Th• Sto¢kwqlVCMff• Ch•ritalA• Tru Stat•mÉnt of Assets and iiabll As at 31 D•¢•mbw 2023 20a Cash Fund5 Bank Account Inve5tsnenl IrKome A￿OUnt 24,676 25.316 Investmont Portfolio At market valuation 911.854 901.8TI U•blltles Investment managers. fees Independent Examinerfs fee 11,2731 180)) 073) (1,336) 11,2501 {2.586) Approv•d by th• trusto•s on 2 Octob•r 2024 and signed ¢)n their behalf L•- Nl¢ol• aiff•- Chairperson Rogff aKf•. Treayjrer