EW Porter & Son Charitable Trust
Registered Charity Number: 1198440
Trustees: Jeremy Harrison-Porter Mrs Judith Porter Mrs Charlotte Bowden
EW Porter & Son Charitable Trust – Annual Report Year End – 30[th] November 2022
The EW Porter & Son Charitable Trust is a Charitable Incorporated Organisation that was registered on 30[th] March 2022.
The object of the charity is to: ‘To provide grants and donations for such charitable purposes, for the public benefit, that are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine, in particular but not exclusively, educational charities, charities that help young people, local charities in East Anglia and the local church’.
The charity is a Private Charitable Trust which only makes donations to other registered Charities, or projects, that support exclusively charitable purposes. The beneficiaries of donations are chosen exclusively by the Trustees. The Trustees proactively identify charities and projects to support. The Trust does not engage in any fundraising activities, and does not solicit or respond to unsolicited requests for donations.
Funding for the charity has been achieved by the trustees, and the family company EW Porter & Son, donating and investing funds into an Investment Portfolio. The dividends, when received from the Investment Portfolio, are paid into the charity bank account on a quarterly basis. The trustees then make grants / donations to charities and organisations which fit their criteria.
It took several months to set up the Investment Portfolio and it was opened in November 2022. Initial donations were received prior to 30[th] November 2022, but at that point the charity unable to make any donations, as the Investment Portfolio had not received any dividend income.
Donations have been made in 2023, and will be included in the 2023 Annual Report.
Jeremy Harrison-Porter Chairman / Trustee 29[th] September 2023
Registered Office: Grange Farm, Feltwell, THETFORD, Norfolk, IP26 4DH
EW Porter & Son Charitable Trust Charity Number: 1198440 Income / Expenditure 30th March 2022 - 30th November 2022
| Date | Details | Recipient | Money In | Money Out |
|---|---|---|---|---|
| WRAP Account | ||||
| 21/11/2022 | JWE Harrison-Porter | Gibbs Denley Standard Life WRAP | £17,500.00 | |
| 22/11/2022 | Mrs JM Porter | Gibbs Denley Standard Life WRAP | £17,500.00 | |
| 23/11/2022 | JWE Harrison-Porter | Gibbs Denley Standard Life WRAP | £17,000.00 | |
| 23/11/2022 | Mrs JM Porter | Gibbs Denley Standard Life WRAP | £17,500.00 | |
| BOS Account | ||||
| 21/11/2022 | JWE Harrison-Porter | EWP Charitable Trust BOS Account | £500.00 | |
| TOTAL | £70,000.00 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of P,-Iv/K (h Luc TNO On accounts for the year ended Charity no {if any) 11174LO Set out on pages I report to the Iruslees on my examination of the accounts of the above charity ("the Trust") for the year ended V I I Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 {"the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5llbl of the Act. I have completed my examinalion. I confirm that no material matters have come to my attention {other than thal disclosed below ') in connection with the examination which gives me cause to believe thal in, any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in conneclion with the examination lo which attentian should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if (hey do not apply. Signed: Date: Name.. SIIMQVD IlfyfLL Relevant professional qualification{s) or body (if any): F(( Address.. IER October 2018
Sectlon B Dlsclosure Only complete if the examiner needs lo highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to dlsclose. IER October 2018