## **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| 2 ## **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**| 3 |||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)** 4 ## 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 5 ## 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)** 6 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.** 1 ## **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.** 2 ## **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.** 3 ## **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**
**£**
-
**-**| |---|---|---| 4 ## **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**| |---|---|---|---|---| 5 ## **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. 6 ## **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**| |---|---|---|---|---| 7