2023-12-31-accounts

CHARITY COMMISSION I FOR ENGLAND AND WALES Trustees, Annual Report For the period: From To 1 January 2023 31 December 2023 (Porfod start dale) (P•r6od end date) Charlty name: The Anthony Lejeune Charltabl• Trust Charfty reglstratlon number: 1195767 Objectlves and Actlvities Summary of the purposes of the charity as set out in its goveming document P¥8 1.17 Th• object of the charlty 18: To advanca educatlon, In partlcular by enabllng th• provlslon of grants or malntènance allowances to porsons under the age of 19 years who are In fu1141me educatlon and who aro In neod of financlal assl3tanGe {whether for feas or malntenance support) to fa¢llltalo attondance at tholr 8chool of cholco, or by such other Means as the trustees shall In thelr dlscrntlon thlnk flL Summary of the main activities in relation to ttK)se purposes for the public benefit, in particular, activities, projects or services identified in the accounts. Prwa 1.17 The charlty Is newly fornxd. The reportlng porlod has beon d￿leated to Croatlng tho structures, proc888es and admlnlstratlve arrnnggments necessary for the propor funct6onlng of th• charlty. Those actlvltl•s hav• beon necessary as precursors to enable tho charlty to achl¥ve Its bllc benefft alms. Statement confirmiThJ whether the trustees have had regard to the guidan issued by the Chanty Commission on public benefit Pw• 1.18 Addltlonal Inforniatlon loptlonal) You ma ch(KJse to indude further statements relevant about Pwa 1a8 Policy ￿ grant makirMJ

Policy on social investment including prcgram related investrnent P•a 1a8 contribUtK￿ made by volunteers P•a 1.38 Other Achievements and Perforniance As noted abovo. thls reportlng ptrlod has been dedlcated to cr￿￿ong tho structures, proces808 and adminlstratlve arrangements neco•8ary for the proper functlonlng of thè charlty. Summary of the main achievements of the tharity. identifying the ditrerench tt charity's work has made to the arcumstances of its bèneficiaries and any wider benefits to soeAety as a whole. P•a 1.20 As r•port•d In th• pr•vlous annual r•por( tho eharlty was In corrnspond•nce wlth thè estate of Edward Anthony Thompson (also known a$ Anthony Lejeune. whos• legacy provld•d thè fvnds for the charlty). wfth a vlew to achleving th• transfer of all tho lunds due from the estate to the charlty. Issue was downdent on a declslon from the tax authorlt108 In tho Unltod SLit•s (US) as to whethw the ostate ow•s any tax to th• US. and If so how much. That decision from the US tax authorltles was stlll awafted at the ènd of the last reporting perlod. Durlng tho Current roportlng period, the declslon from the US tsx authorftles was roceived, which rosulted In the rnmalnlng funds due from tho osLIts being pald In full to the charlty lust before the rnportlng period ended. The trustees completed their review of investment options for the charlty. They consldered and declded whal the overall appr¢)ach to inv•stmont should be. They Interrogated four Investment servlce provtders. declded on the servlce provider that the charity wlll use, and began to transfer funds to thè provldw. The I￿￿te￿ Investlgated a rdnge of options for grant•maklng, to begln onca the charity's investwent plan has been mented.

Additional information (optlonal) You ma Chol￿ to incbude further statements where relevant atKMJtr. Achievements against obj'ectives set Pva 1A1 Perfonnance of fundraisirvJ activities against obj8cb.ves set 1.41 Investment performance againsl Ob￿￿1Ve5 p￿1.41 Flnanclal.Revlew Review of the Gharity's financial position at the end of the period 1.21 At the end of the perlod. Ihe full amount of the charlty's current assets totsllod £784,635, of whlch £739,508 was hold In the charfty's bank accounts and £45.127 was held by our Investm•nt servlce provld•r, Bostlnvost. Statement explaining the policy for hrjding reserves stating why they are held Pw• 122 The trustees, vlew Is that at present thern Is no need for a reserves pollcy. This l• boGauso the charlty Is a granl- maklng charlty, wlihout any finan¢lal commitments for which remrves would An￿nt of reserves held 1.22 The full assets of the charlty ael as Its reserves. because none of the assets have been commltted or Reasons for hokling zero reseNes Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as.a going cx)ncem P￿1￿2 1.24 NIA P• 123 NIA Addltlonal InfOrn￿￿On (optlonal) You ma choose to indude further statements vhwe relevant aLK)ut:

The charity's principal sources of funds (indudiThJ any fundraising) Pw8 1.47 The charity'$ investment alm and objectfves are as follows: Investment policy and objectives induding any social lnveStff￿nt FK)Iicy adopted p￿1.46 Alm To maintain or grow the charwtrfs funds in real ternis through investments that are responsible and reasonably safe. bearing in mind the need to accept risk in order to have a reasonable prosF*rt of a return on investment that matches or beats inflation over time. A return on investment that matches or beats inflation over time. provided that we do not exceed what we believe is a reasonable level of risk Simplicity Regulatory cornplian Avoid investments in pornography and tobacco. and other actNtties that from time to time the trustees identify as unethlcal. as far as reasonably posslble Low char8es for Investment advice and services An approach that Is compatible with the d￿rity spending some of its funds on projects each year over the next 3-5 vears A descripts.on of Ihe princypal risks facing the charity Pw• 1.48 Other Structure. Governance and Management Description of chanty's trusts: Type of governing document Pw• 125 Constltutlon of a Charftablo an1&￿10n cio How is the charity nstituted? Pwa 125

Trustee selection methcKts induding detsils of any constituts'onal provisi￿S e.g. election to p)st or name of any person or entitled to appoint one or more trustees Every trustee must be appolnted by resolution passed at a properly convened meeting of the charity In selectlng Indfviduals for appolntment as charity trustees, tho charity trustees must have regard to the skllls, knowledge and experlencè nèeded for the effective administratlon of the CIO. Additional Inforn￿10n (optlonal) You ma hoose to indude further statements ￿*re relevant atM)utr. Poliaes and wctedures adopted for the induction and training of tnjstees P¥• 1.51 The charity's organisational structure and any wider network with vthich the d)arity works Pwa 1.51 Relationship with any related parties 1.51 Other Reference and Adminlstratlve details Chari name Other name Ihe cha ' istered chari number Chanty's principal address The AnthL>n une Charttable Trust 1195767 clo Haoscooper Charterèd Accountants Unft A Farrlers Courtyard Spelmonden Road Goudhurst Kenl TN17 1HE Nam•8 of tho charlty trustws wlK• manago the charlty Tr￿1•0 nam• (hTr¢111 ol person lor bodyl •ntlU•d Ifan Foundlng trustse Board of trustees Board of trustees James Mayh•w Cal￿rine Lloyd Simon Davis Trusteo Trustee Trust••

Co rate trustees- names of the directh at the date the re Dlrth name Name of trustees hdding tiue to property be1￿1n9 to the charity Funds held as custodlan trustees on bohalf of others Description of the assets held in this ca aci Name and objects of the tharity on whose behalf the assets are held and how this falls within the custodian chari Details of arrangements for safe custody armj segregation of such assets from the charity's own assets Addltlonal Infonnatlon (optlonal) Nam•s and addrM••s of advlmrs {Optlonal Infomth) TY￿ of Nomo Addre advlsor Name of chlef exKutlve or nam•s ol 8•nlor slaff memborn (Optlonal Informatlon) Exemptions from dlsclosure Reason for non-disclosure of ke rsonnel details Other optlonal Inforniation

Declaratlons The tru8t••s declare that they have approved tho trust•e•' report above. Slgned on bohalf of th ehartty's trustoes Slgnaturels} Full name(s) Posltlon leg Secrotsry. Chalr. etc) MES G.s.rtAYHE TR￿sTEe £1 zoa

Tho Charity Registrats￿l Number- 1195767 THE ANTHONY LEJEUNE CHARITABLE TRUST Report and Accounts 31 December 2023

THE ANTHONY LEJEUNE CHARITABLE TRUST - Statemenl of Flnanclal lxtlvhles for the year èndod 31 Dg¢•mber 2023 SORP ft•f ¢wrwt yw Curr•ntJwr ¢wT•nt) Unrv4trfcted Total Fund8 FunOA PdorY••r Total Funds 2022 In¢om• from: LknalKJns and grants Invesknents A1 78,007 11,993 78.007 11.993 ,288 Tot•1 Incom• 90.000 696A21 Expondllurn on.. 1.510 Yotsl oxp•ntlllurn 1,500 1.s10 Ilrt In¢orn• forth• s•ar 694911 Tol•l fvndg brnught for¥Mrd 694,911 694,911 Totsl fund• ¢arrknd forw•rd 783,411 783A11 694.911 All act1¥￿1￿ deTlve from contlnulng 0[￿tIOnS A separ8t8 Statement of Totsl Retyjgnised Ga'n5 and Losses is rew1￿1 as thi& Ststemgnt Ind￿5 al Yec49nbed gains arml h￿Se$.

THE ANTHONY LEJEUNE CHARITABLE TRUST Income and Expftndlture Account for the year ended 31 December 2023 2023 Income fr¢)m ope18t￿5 78,007 696,288 Inv8strnent inco Intsrest re(*ivab 11,993 133 Gro￿ Incom• In th¢ y••r 90,000 696.421 Gross Incom• In th• >•ar Includlng •xc•ptlonal tt•m• 90.1100 691421 Chairtab￿ èxr•nditur•, txeknfjing depr￿latiOn 1,510 Total •xpondlturn In the ymr 1,510 N•t I•wM• b•lty• lax In th• fftnand•l >•4r 6¥911 Tax on on L¥(h'nary actNtb88 N•t In¢om• alt•rJax lfi th• flnancl•l swr 88.sNJ .911 Rotalnod surplus fw tho flnanclal year 88,500 6¥911 l acliwtss derr4e frcfft continuing oFwati￿S Th• not•s att•ch•d on pagts 4 to 7 fomi an int•gral part of thow accourts.

THE ANTHONY LEJEUNE CHARITABLE TRUST. Sh••t •¥ •t31 Dec•mbw 2023 216 45.127 Cwsh 8t btynk 195.919 784,6YS .135 1224 783.411 .911 713.411 911 16 D2 16 D3 .411 894.911 783.411 ,911 n3,411 T￿stse thè btsd tsftrust¥ortZI 2024

THE ANTHONY LEJEUNE CHARITABLE TRUST Notès to the A¢counts for the year ended 31 D•¢ombgr 2023 1 A¢¢OU￿￿9 Wl¢l•8 Pollcl•s r•latlng io Ih•producdon oltho accounts. $taierm)ts or the ¢hwitaL4e trust. ¢5 8 wtAic t￿$fit ent.ty under FRS 102, havg been )rda￿e with the Charitres SORP IFRS 1021 AcctyJnting and R8porbTha by Charitie5.' Statemenl of RewnrTwd8d fvxtica aWi(able to tharitses preparing their accLyJnts in 8ccordarKe wtth the Rwffjng Standargl ap￿1£aN8 in the UK and RÉwlc of Irdand IFRS 1021 leffective 1 January 20191,, Finan¢k¥l Rapo￿'r¥J s￿dard 102 Th8 Firwcol RepLYbng Standard aP￿icable ￿ th8 UK of IrvlaThJ'. Th8 finarKial 8tataments haye been prepared under th8 histo￿1 o)5t oxwention. Golno Conc•m Th8 tru81898 arn not aw8rg of7y unwl•'nti¥8 Ythith nwaht aff￿t the chariiys abllty tornntinue a5 a Llablllty to tsx#don Trust8e5 ¢C￿81der that the chanty satisfi88 the t08ts set in Parpgrnph 1 Schedule 6 of Ihe Act 2010 for UK rxytA)ralsDn tax purKX)ses AccwdiNJly. the Chanty Is y)t8ntiaty ex8rnPt from taxation In r9￿Ct of ¢r￿ffi$ ￿ I￿pital gn8 rec8iv•J witfvn catOWri8s (xivend by thapter 3 part 11 of the ccrfp0r0t￿ Tax Act X)10 Sèction 256 of tha Tax8tian of char￿at4& Gains Aci 1W, to Ihe ex￿1 that or galrls ar8 apW oxdus¥&ty cn Ihe SF• tharllth Li6ets ofth8 chsrity for no ot￿r pur￿￿. 3 Wlndlng up or dlMolu¥on of the ¢h•rlty 11 w)on wrhJing up £v of tho charity th8re remain arky assets, after tha satisfactscfft of 81 d8blS and Itabilths. th8 Ten￿l￿va 8888ts must ba awiod tharit2bl8 wrposts the Sa￿ as ￿ ¥rrilar to ttv)se of￿￿ 4 slgn1fic￿ce offinanclal Instrum•nts to th• charW$ posttl¢)n Thgre are r¥) Irrykntso￿ offin8nc4al instrwnents to the chatty8 5 staff costs and wnolum8nts Th& chorityth1 fv)t omployany staff in thi$ ￿lI>J. 6 D•fin•d b•n•fft pènlon thgm¢ ThB ￿ritY (h)05 rn1 a dafined b8n8fit Peros￿ stheme. 7 R•mun•ratlon and pA￿￿0n1# to Tn￿ta•S and pgrsons eonn•ct•d wlth th•m y V818bJ ￿tity. 2023 Pf¢pa￿￿ts and accrusd inct*ne 216 216

THE AKfMoNY LEJEUNE CHARrrABLE TRUST Notss to th• Accounts for the year ended 31 Dec8mber 2023 9 Inv•stm•nts hdd ￿ ¢urrBnt as•ets at rna￿0t ¥•lue at 31 Decomb•T 2023 2023 2022 Cash dep)sit.18ss Ihan 3 mcftlhs rnticè 45,127 43.127 10 Cr•dltor¥: •mounts falllng du• wlthln ¢)ng ￿•r 2023 1224 11 Loans to tru¥ts•¥ Included In d•btors Tlre are Th) bans to trustees Mckn1ed in dobts)rs. 12 GuaFant•M mad• by th• charty on boh•lf of tr￿t• There are no guawt¢eo rrde by the tharity on b8haWor tnJ$tws. 13 In¢om• and Expgndlture account summary 2fa2 At 1 January 2023 Surplus aftar tax forth8 694,911 88.5fX) 694.911 31 D•c•mbw 2023 713A11 ,911 14 140 rfjlated party transKtlon$ There no with re+ated parb8s in Iha sfjar. 15 Particular* of how paftkular fund8 are rnprnwrt•d by •s••ts and IlabllltO•s At 31 Dgcwnbgr2QTJ d• nd Fund• Cwrarsl A&88ts CwTeftl knatx'+itiOS 784.635 11.2241 11.2241 783.411 783.411

THE ANTHONY LEJEUNE CHARITABLE TRUST Notss to tho Accounts for the end•d 31 December 2023 16 Th• purposos forwhlch the funds as detslled In note 16 are hekl by the charlty ar•:. UNestriGtwJ Revenue F￿￿8 Tho Bre hgld to meel the ctp¢O¥es oflts trity. to provth ture thtsos. and. sut¥￿t to tharity I￿ati￿, are Ireo from tll r881ric1k￿s thwr u¥&. Rastrthd Revan￿ Funds Th888 bjnds are sisiectwJ to r8stsyckn C￿ th￿r eywdibjre 4ft¥KJsed by the ￿￿Or ( thrwh th8 t￿n￿ of* app801 c￿&9 by Law. 17 Ultlmats curtrolllng p•ty Tho ¢h8fity is und8rthe oflts bw mertm.

THE ANTHONY LEJEUNE CHARIT￿LE TRUST D•t4llMI analyils of InGOrn• and •xpendlturn tor th• •nd•d 31 D•cwnb•r 2023 M rnqulr•d bytho SORP 2015 18 Ihn•tlon• and Grknts Curr•rrt yHr Cwr•v4 C¢#rrtt￿ Pwlory Fur TLIFw 2023 20E3 n.007 696,288 TOIAI IndMth￿• 7&1 71007 M218 l• Invmtrwrt In¢om• T•w Tothi Furtd• 2WJ 11,993 133 Tow In¥•￿m￿ 20 Support ¢o•¢• fry ¢h•h4tabh •thiti 11,993 11,993 133 Ffftll Trfal Fur 23 23 218 1.224 Flnanc141 co8ts Tctal ¥upport costs. CuThRt Y•ar

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES THE ANTHONY LEJEUNE CHARITABLE TRUST

I report on the accounts of the charity for the period ended 31 December 2023.

Respective responsibilities of trustees and examiner

The trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

Basis of independent examiner’s report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and the seeking of explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

1. which gives me reasonable cause to believe that, in any material respect, the requirements:

2. to keep accounting records in accordance with the Statement of Recommended Practice: Charities SORP FRS 102

3. and to prepare accounts which accord with the accounting records, and comply with the accounting requirements and methods of the Statement of Recommended Practice: Charities SORP FRS 102 have not been met ; or

4. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

E L Barty

Emma Barty FCA CTA HaesCooper & Associates Ltd Unit A, Farriers Courtyard Spelmonden Farm, Spelmonden Road Goudhurst Kent TN17 1HE

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