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 bts*d 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
RÉwl*c 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 of*7y 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 g*n8
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 L*i6ets
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 pèn*lon *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
Tl*re 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 rr*de 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 t*rity. 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 si*siectwJ 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¢#r*rtt￿ Pwlory
Fur
TL*IFw
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: 

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

-  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 

2. 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 

1