## **The Grangewell Charitable Trust** Registered Charity Number: 1198440 Trustees: Jeremy Harrison-Porter Mrs Judith Porter Mrs Charlotte Bowden **The Grangewell Charitable Trust – Annual Report Year End – 30[th] November 2023** The Grangewell Charitable Trust is a Charitable Incorporated Organisation that was registered on 30[th] March 2022. A Special Resolution to change the charity name from The EW Porter & Son Charitable Trust to The Grangewell Charitable Trust was passed by the Board of Trustees on 18[th] January 2024. 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. Details of the donations made & received in 2023 can be seen in the Transaction Accounting Record. Jeremy Harrison-Porter Chairman / Trustee 30[th] September 2024 Registered Office: Grange Farm, Feltwell, THETFORD, Norfolk, IP26 4DH ## **The Grangewell Charitable Trust Charity Number: 1198440 Income / Expenditure 1st December 2022 - 30th November 2023** |**Date**||**Details**||**Recipient**||**Money In**||**Money Out**||**Balance**| |---|---|---|---|---|---|---|---|---|---|---| |**WRAP Account**||||||||||| |01/12/2022||EW Porter & Son||Gibbs DenleyStandard Life WRAP||£35,500.00||||| |29/11/2023||EW Porter & Son||Gibbs DenleyStandard Life WRAP||£25,000.00||||| |||||||||||| |||||||||||| |**BOS Account**||||||||||£500.00| |15/03/2023||HMRC - Gift Aid(JH-P)||Grangewell Charitable Trust BOS Account||£8,809.45||||£9,309.45| |16/03/2023||Grangewell Charitable Trust BOS Account||Gibbs DenleyStandard Life WRAP||||£9,000.00||£309.45| |31/03/2023||WRAP Payments||Grangewell Charitable Trust BOS Account||£1,076.64||||£1,386.09| |||||||||||| |**13/04/2023**||**EWP Charitable Trust BOS Account**||**Memory Giving - Nelson'sJourney**||||**£1,000.00**||**£386.09**| |||||||||||| |26/05/2023||Feltwell Royal British Legion(via JH-P)||Grangewell Charitable Trust BOS Account||£300.00||||£686.09| |14/06/2023||Feltwell PCC(Via JMP)School Prom||Grangewell Charitable Trust BOS Account||£100.00||||£786.09| |30/06/2023||WRAP Payments||Gibbs DenleyStandard Life WRAP||£1,378.15||||£2,164.24| |||||||||||| |**16/08/2023**||**Grangewell Charitable Trust BOS Account**||**Feltwell Parochial Church Council**||||**£2,000.00**||**£164.24**| |||||||||||| |29/09/2023||WRAP Payments||Gibbs DenleyStandard Life WRAP||£1,936.85||||£2,101.09| |||||||||||| |**09/10/2023**||**Grangewell Charitable Trust BOS Account**||**The Churches Conservation Trust**||||**£500.00**||**£1,601.09**| |**09/10/2023**||**Grangewell Charitable Trust BOS Account**||**Parkinson's UK**||||**£250.00**||**£1,351.09**| |**10/10/2023**||**Grangewell Charitable Trust BOS Account**||**East Anglia's Children's Hospices**||||**£1,000.00**||**£351.09**| |||||||||||| |||||||||||| |||||**TOTAL**||**£74,101.09**||**£13,750.00**||| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examlner's Report Report to the trusteesl members of l M L (*-01 Ivfr E￿_LL C d4 T[L￿1 On accounts forthe year ended Charity no {if any) 7)/ll/Jo33 11gf 410 Set out on pages I report lo the trustees on my examination of the accounts of the above charity {'Ihe Trust") for the year ended 30 1 l Jo IJ 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 {"Ihe 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 examination. I confirm that no material matters have come to my attention I in connection with the examination which gives me cause to believe that in, any material respe¢t'. accounting records were not kept in accordance with section 130 of the Act or the a¢¢ounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts lo be reached. Please delete th8 words in (he brackets if they do not apply. Slgned: Date: 30/9/14 Name: 54fvvUIL P&rL-LS Relevant professional qualificationls) or body {if any}: Cc Address: IER October 2018