The Tumbull Famity Charitable Trust Trustees, Annual Report for the year ended 31$¢ December 2023 The Trustees have submitted their annual repxt, with the required financial infonnation for the year ended 31st Drnber 2023 to The Charity Commission. Reference and Admlnlstratlve Details The charity is registered wrth the Chanty Commission and the registered number is 1199335. Tnjstees The follong trustees served throughout the PWKXI under review. James Alexander Tumbull Juliette Madelaine Tumbull Lily Eleanor Ariotti Tumbull Princi al Address Great Pitley Fam, Beslyns Road Great Bardfield Essex CM7 4TQ Investment Mana ers M&G Investments Introduction and overview The trust is govemed by a settlement dated 11 May 2022. The above Trustees are as stated in the original trust deed. Objectives The objective of the Trust is to benefft other chanties andlor support causes which from time to time the Trustees feel warrant financbal assistance and in so doing, the Trustee5 have had regard to the guidan issued by the Charity Commission on public benefft. Summary of main activity In the Trust's early years, it is the intention of the Trustees to buikl up the invested caprtal to an amount that will enable the Trust to make reasonable donations to other charitable bodies. As the invested capital of the settlement grows. the Trust will tr able to increase its grant-making activities. Grants are to be decided upon at the Trustees. meetings held each year. Summary of maln achlevements of the charity during the year to 31 Dember 2023 The trust received an inibal settlement of £75,500 on 16th June 2023 from the settlor. £30,000 of this capital was invested with M&G Investments on 19 June 2023. During the remainder of the year the trust acwed investment income amounting to £1.W.
The Tumbull Famity Charitable Trust Trustees. Annual Report for the year ended 31$¢ Decwnbgr 2023 One of the first activities of the Trust was to offer support to Ukraine. The trust raised a total of £35.758 which was used to purchase three ambulances whith delivered to the Christian Medtcal Association in Lviv (s* further detailed report). Policy on Reserves Cash reserves are held in an accourrt with the Charities Aid Foundation {CAF} to resporKI promptiy to urgent requests for assistance. De¢laratlon The Trustees dedare that they have approved the Trustees report. Signed on behalf of the Trustees James Alexander Tumbull 20th April 2025
TURBULL FAMILY CHARITABLE TRUST Registered charlty number Perlod trom l January 2023 to 31 December2023 Ukraine Unfeslrfcted Restrfcted fvnds lund Tolal lunds Re¢elpts Donations Investment income Tolal 7551X) 35758 111258 35758 112322 Payments Dlrectcharltabie Ambutsnces for Ukraine Essex Game Guild Sub total Bank & slmliar charges Totsl Investments made Total payments Recelpts less payments Cashfundsatljan 2023 Cash funds at31 Dec 2023 23637 250 250 23637 23923 30000 53923 30286 23637 46278 46278 1 5&399 STATEMENT OF ASSETS & LIABILMES at31 December 2023 Ukralne Unreslrl¢ted Reslricted nds fvnd Tolal funds Cash funds Bankaccount Investment assets 46278 1 58399 Cosl 30000 Value (optlonal) These accounts were approved bythe trustees on 20th Apri12025 and signed on their behall by: James Alexander Turnbull Juliette MadeLaineTurnbull
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Report to the trusteesl members of On accounts for the year ended Charity no (if any) 51 Set out on pages I report to the trustees on my examin,?tlJli of ihe accounts of the above charity ("the Trust") for the year ep,ded Responsibilities and As the charity trustees of the Truot, VOU responsible for the preparation basis of report of the accounts in accordap.ce with th.e requirerrients of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trusi's aor counts carried out under sectiori 145 of the 2011 Act and ip. carrying out my examination, I have followed the applicable Directions giijen by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention ( f ) in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept I:1 accordance with section 130 of the Act or the accounts do not accord WiLh the accounting records Independent examiner's statement I have no concerns and Fi,ave come across no other matters in connection vith the examination to vdhich attention sk,ould be drawn in order to enable a proper understanding of the accounts to De reached. Please delete the words in the brackete if they do not apply. Signed: Date: Name: 144s-Tl Relevant professional qualification(s) or body (if any): Address: IER October 2018