Trustees’ Annual Report
For the period:
From 1 January 2024 To 31 December 2024
Charity name: The Anthony Lejeune Charitable Trust
Charity registration number: 1195767
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the charity is: To advance education, in particular by enabling the provision of grants or maintenance allowances to persons under the age of 19 years who are in full-time education and who are in need of financial assistance (whether for fees or maintenance support) to facilitate attendance at their school of choice, or by such other means as the trustees shall in their discretion think fit. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The charity has made grants to organisations, in line with its charitable object. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Policy on grant making Para 1.38 Policy on social investment Para 1.38 including programme-related investment
Contribution made by Para 1.38 volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity implemented its investment plan. The charity made grants totalling £88,000 during the reporting period, to the following organisations: Goudhurst & Kilndown Church of England Primary School, to contribute to the cost of training teachers in specialist skills where official funding is not available, and to provide financial support for residential trips for families who cannot afford the cost Benenden Church of England Primary School, to provide financial support for residential trips for families who cannot afford the cost Merchant Taylors’ School, to contribute to the school’s bursary fund enabling students to attend the school whose families cannot afford the cost (Anthony Lejeune, whose estate created this trust, was a pupil at Merchant Taylors’ School) Future Frontiers, to fund personalised coaching for disadvantaged young people, on how to make choices on careers and on post-GCSE education or training The Sutton Trust, to help fund their UK Summer Schools Programme which introduces sixth-formers, particularly high-achieving pupils from disadvantaged backgrounds, to leading universities and provides guidance on how to apply |
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Additional information (optional)
You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the period, investments held as current assets consisted of £688,289 held by our investment service provider Bestinvest in investments and cash, and £19,697 held in the charity’s bank accounts, total £707,986. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The trustees’ view is that at present there is no need for a reserves policy. This is because the charity is a grant- making charity, without any financial commitments for which reserves would be necessary. |
| Amount of reserves held | Para 1.22 | The full assets of the charity act as its reserves, because none of the assets have been committed or pledged. |
| Reasons for holding zero reserves |
Para 1.22 | See above |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The charity’s investment aim and objectives are as follows: Aim |
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| To maintain or grow the charity’s funds in real terms through investments that are responsible and reasonably safe, bearing in mind the need to accept risk in order to have a reasonable prospect of a return on investment that matches or beats infaton over tme. Objectves A return on investment that matches or beats infaton over tme, provided that we do not exceed what we believe is a reasonable level of risk Simplicity Regulatory compliance Avoid investments in pornography and tobacco, and other actvites that from tme to tme the trustees identfy as unethical, as far as reasonably possible Low charges for investment advice and services An approach that is compatble with the charity spending some of its funds on projects each year over the next 3-5 years |
||
|---|---|---|
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution of a Charitable Incorporated Organisation (CIO) |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Every trustee must be appointed by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. |
Additional information (optional)
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You may choose to include further statements where relevant about:
Policies and procedures Para 1.51 adopted for the induction and training of trustees The charity’s organisational Para 1.51 structure and any wider network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | The Anthony Lejeune Charitable Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1195767 |
| Charity’s principal address | c/o HaesCooper Chartered Accountants Unit A Farriers Courtyard Spelmonden Road Goudhurst Kent TN17 1HE |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| James Mayhew | Trustee | Founding trustee | ||
| Catherine Lloyd | Trustee | Board of trustees | ||
| Simon Davis | Trustee | Board of trustees | ||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets
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held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s)
Position (eg Secretary, Chair, etc)
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Date
The Charity Registration Number - 1195767
THE ANTHONY LEJEUNE CHARITABLE TRUST
Report and Accounts
31 December 2024
THE ANTHONY LEJEUNE CHARITABLE TRUST - Statement of Financial Activities for the year ended 31 December 2024
| Income from: Donations and grants A1 Investments A4 Total income A Expenditure on: Charitable activities B2 Total expenditure B Net income for the year Total funds brought forward Total funds carried forward SORP Ref |
Current year Unrestricted Funds 2024 £ - 14,299 14,299 91,056 91,056 (76,757) 783,411 706,654 |
Current year Restricted Funds 2024 £ - - - - - - - - |
Current year Total Funds 2024 £ - 14,299 14,299 91,056 91,056 (76,757) 783,411 706,654 |
Prior Year Total Funds 2023 £ 78,007 11,993 90,000 1,500 1,500 88,500 694,911 783,411 |
|---|---|---|---|---|
All activities derive from continuing operations
A separate Statement of Total Recognised Gains and Losses is not required as this statement includes all recognised gains and losses.
The notes attached on pages 4 to 7 form an integral part of these accounts.
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THE ANTHONY LEJEUNE CHARITABLE TRUST
Income and Expenditure Account for the year ended 31 December 2024
| Income Income from operations Investment income Interest and dividends receivable Gross income in the year Gross income in the year including exceptional items Expenditure Charitable expenditure, excluding depreciation Total expenditure in the year Tax on surplus on ordinary activities Retained surplus for the financial year All activities derive from continuing operations Net income after tax in the financial year Net income before tax in the financial year |
2024 £ - 14,299 14,299 14,299 91,056 91,056 (76,757) - (76,757) (76,757) |
2023 £ 78,007 11,993 90,000 90,000 1,500 1,500 88,500 - 88,500 88,500 |
|---|---|---|
The notes attached on pages 4 to 7 form an integral part of these accounts.
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THE ANTHONY LEJEUNE CHARITABLE TRUST - Balance Sheet as at 31 December 2024
| Notes SORP Ref Current assets B Debtors 8 B2 Investments held as current assets 9 B3 Cash at bank B4 Total current assets Creditors: amounts falling due within one year 10 C1 Net current assets The total net assets of the charity Restricted funds Restricted Revenue Funds 16 D2 Unrestricted Funds Unrestricted Revenue Funds 16 D3 Designated Funds Total charity funds The total net assets of the charity are funded by the funds of the charity, as follows:- |
2024 £ - 688,289 19,697 707,986 (1,332) 706,654 706,654 - - 706,654 706,654 706,654 |
2023 £ - 45,127 739,508 784,635 (1,224) 783,411 783,411 - - 783,411 783,411 783,411 |
|---|---|---|
The 'SORP Ref' indicated above is the classification of Balance Sheet items as set out in the formal SORP documents. As required by paragraph 4.60 of the SORP, the carried forward funds above have been agreed to the SOFA.
For and on behalf of the board of trustees
JAMES BARNABAS BURKE MAYHEW
Trustee
Approved by the board of trustees on March 2025
The notes attached on pages 4 to 7 form an integral part of these accounts.
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THE ANTHONY LEJEUNE CHARITABLE TRUST
Notes to the Accounts for the year ended 31 December 2024
1 Accounting policies
Policies relating to the production of the accounts.
Basis of preparation and accounting convention
The financial statements of the charitable trust, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland'. The financial statements have been prepared under the historical cost convention.
Going Concern
The trustees are not aware of any material uncertainties which might affect the charity’s ability to continue as a going concern.
2 Liability to taxation
The Trustees consider that the charity satisfies the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 for UK corporation tax purposes. Accordingly, the Charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by chapter 3 part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively on the specific charitable objects of the charity and for no other purpose.
3 Winding up or dissolution of the charity
If upon winding up or dissolution of the charity there remain any assets, after the satisfaction of all debts and liabilities, the remaining assets must be applied for charitable purposes the same as or similar to those of the charity.
4 Significance of financial instruments to the charity's position
There are no significant implications of financial instruments to the charity's position.
5 Staff costs and emoluments
The charity did not employ any staff in this period.
6 Defined benefit pension scheme
The charity does not operate a defined benefit pension scheme.
7 Remuneration and payments to Trustees and persons connected with them
Neither the trustees nor any persons connected with them have received any remuneration or any benefits from the charity or any related entity.
| 8 Debtors Prepayments and accrued income |
2024 £ - - |
2023 £ - - |
|---|---|---|
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THE ANTHONY LEJEUNE CHARITABLE TRUST
Notes to the Accounts for the year ended 31 December 2024
| 9 Investments held as current assets at market value at 31 December 2024 Cash on deposit and invested - less than 3 months notice 10 Creditors: amounts falling due within one year Accruals 11 Loans to trustees included in debtors 12 Guarantees made by the charity on behalf of trustees 13 Income and Expenditure account summary At 1 January 2024 Surplus after tax for the year At 31 December 2024 14 No related party transactions There are no loans to trustees included in debtors. There were no transactions with related parties in the year. There are no guarantees made by the charity on behalf of trustees. |
2024 £ 688,289 688,289 |
2023 £ 45,127 45,127 |
|---|---|---|
| 2024 £ 1,332 2024 £ 783,411 (76,757) 706,654 |
2023 £ 1,224 2023 £ 694,911 88,500 783,411 |
15 Particulars of how particular funds are represented by assets and liabilities
| At 31 December 2024 Current Assets Current Liabilities |
Unrestricted funds £ 707,986 (1,332) 706,654 |
Designated funds £ - - |
Restricted funds £ - - - |
Total Funds £ 707,986 (1,332) 706,654 |
|---|---|---|---|---|
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THE ANTHONY LEJEUNE CHARITABLE TRUST
Notes to the Accounts for the year ended 31 December 2024
16 The purposes for which the funds as detailed in note 16 are held by the charity are:-
Unrestricted funds:-
Unrestricted Revenue Funds
The funds are held to meet the objectives of the charity, and to provide reserves for future activities, and, subject to charity legislation, are free from all restrictions on their use.
Restricted funds:- Restricted Revenue Funds
These funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal or as implied by law.
17 Ultimate controlling party
The charity is under the control of its legal members.
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THE ANTHONY LEJEUNE CHARITABLE TRUST
Detailed analysis of income and expenditure for the year ended 31 December 2024 as required by the SORP 2015
18 Donations and Grants
| Donations and gifts from individuals The estate of Edward Anthony Thompson Total donations and gifts from individuals |
Current year Unrestricted Funds 2024 £ - - |
Current year Restricted Funds 2024 £ - - |
Current year Total Funds 2024 £ - - |
Prior Year Total Funds 2023 £ 78,007 78,007 |
|---|---|---|---|---|
19 Investment income
| Interest income Dividend Income Total investment income 20 Current Year Administrative overheads Computer software Professional fees Accountancy fees Financial costs Bank and investment platform charges Total support costs - Current Year 21 Total Charitable expenditure Current Year Total Direct spending B2a Total charitable trading costs B2b Total grantmaking costs B2c Total Support costs B2b Total Governance costs B2c Movements in provisions and commitments B2e Total charitable expenditure B2 Support costs for charitable activities |
Current year Unrestricted Funds 2024 £ 7,840 6,459 14,299 Current year Unrestricted Funds 2024 £ 288 1,332 1,436 3,056 Current year Unrestricted Funds 2024 £ - - 88,000 3,056 - - 91,056 |
Current year Restricted Funds 2024 £ - - - Current year Restricted Funds 2024 £ - - - - Current year Restricted Funds 2024 £ - - - - - - - |
Current year Total Funds 2024 £ 7,840 6,459 14,299 Current year Total Funds 2024 £ 288 1,332 1,436 3,056 Current year Total Funds 2024 £ - - 88,000 3,056 - - 91,056 |
Prior Year Total Funds 2023 £ 11,993 - 11,993 Prior Year Total Funds 2023 £ 216 1,224 60 1,500 Prior Year Total Funds 2023 £ - - - 1,500 - - 1,500 |
|---|---|---|---|---|
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