The Turnbull Family Charitable Trust
Trustees' Annual Report for the year ended 31[st ] December 2024
the year ended 31[st ] December 2024 to The Charity Commission.
Reference and Administra�ve Details
The charity is registered with the Charity Commission and the registered number is 1199335.
Trustees
The following trustees served throughout the period under review.
James Alexander Turnbull
Julie�e Madelaine Turnbull Lily Eleanor Ario� Turnbull
Katherine Ann Frances Turnbull joined as a trustee on 10[th] March 2024, having been selected by the exis�ng trustees.
Principal Address
Great Pitley Farm, Beslyns Road
Essex
CM7 4TQ
Investment Managers
M&G Investments
Newton Investment Management
Introduc�on and overview
The trust is governed by a se�lement dated 11[th ] May 2022.
Objec�ves
The objec�ve of the Trust is to benefit other chari�es and/or support causes which from �me to �me the Trustees feel warrant financial assistance and in so doing, the Trustees have had regard to the guidance issued by the Charity Commission on public benefit.
Summary of main ac�vity
In the Trust's early years, it is the inten�on of the Trustees to build up the invested capital to an amount that will enable the Trust to make reasonable dona�ons to other charitable bodies. As the invested capital of the se�lement grows, the Trust will be able to increase its grantmaking ac�vi�es. Grants are to be decided upon at the Trustees' mee�ngs held each year.
The Turnbull Family Charitable Trust
Trustees' Annual Report for the year ended 31[st ] December 2024
Summary of main achievements of the charity during the year to 31[st ] December 2024
The trust received a further se�lement of £16,000 on 26[th] March 2024 from the se�lor. On 4[th] January £50,000 was invested with Newton Growth and Income Fund for Chari�es. During the year the trust accrued investment income amoun�ng to £1,932.
the trust raised a total of £43,438 which was used to purchase three 4x4 pickups, loaded with donated medical supplies, which were delivered to the Chris�an Medical Associa�on in Lviv (see further detailed report).
Policy on Reserves
Cash reserves are held in an account with the Chari�es Aid Founda�on (CAF) to respond promptly to urgent requests for assistance.
Declara�on
The Trustees declare that they have approved the Trustees report.
Signed on behalf of the Trustees
James Alexander Turnbull
25[th ] October 2025
TURNBULL FAMILY CHARITABLE TRUST Perfod from l January 2024to 31 December2(r24 Re0stered charlty number 1199335 Ukralne 2023 Total Total lunds 1unds nd fvnds Recelpts Donations Investment incorne Tolal 59438 112,258 1932 1,064 113322 1932 17932 61370 Payments Direct charitsble Ambulances delivered to Ukraine Pickups delivered to Ukraine Grants Eggs for Children Sub total Bank & similar charges Total 23637 24274 24274 250 20 20 20 24274 24294 23887 62 24356 36 82 24274 23923 InveMentS made 50000 50082 .32150 46278 14128 50000 30,000 53923 Total payments Receipts le55 payments Cash funds al l Jan 2024 Cash lunds al 31 Dec 2024 24274 74356 19164 -12986 59399 58399 31285 45413 STATEMENTOFASSEfs & LIABILMES al 31 December2024 Ukralne Unrestricted Restricted nds fund 2023 Tolal Total nds funds Cash funds Bank account 14128 31285 45413 58399 InveMenta$$ets Cost Value 80000 30000 85837 32459 These accounts were approved tythetrustees on and signe(l on their behalf ty- October 2025 James AlexandeiTumbuii Juliette Madeiaine Tumbuu Values at31st December 2024 Newton M&G Charlfund Totalvalue of investments Unlts 31125.34 2082423 Prfce (p) 17727 1472.4 55176 30662 85837
Report to th8 trustses On accounts for the year ended 31 occEfft15È(L ao a+- Charity no Irf any) IIqYs3S Sgt out on pages I retKMt to the trustees on my examination the accounls of the above charity I'lhe Trusf) for the year eThJe(rs rl i ?/ zq- % the charity's tnjstees, you are responsib f¢y the preparaknon of the acc(yJnts in accordance wilh the requNnents of ts Charities Act 2011 {"the Acri. Responsibilities and basis of report I ret in respect of my examinab.on of the Trusys &counts carried out under seclion 145 of Il 2011 Acl and in carrying out my examination, I have folk)wed all the apFdiCa1e DirectK)ns given by the Charity Commisyon under secth)n 14951{bl of the Act. Independent I have completal my examination. I confimi that no material matters have come to my examinerfs ststement attention in connection wrth the examirwlion which gives me cause to believe thal in, any materia respect the accounling records were not ketrt in acc(nCe with section 130 of th8 Charities Act: lx the accounls did not COrd wilh the acccxjnting records. or the accounts did not comKly with the applicable requirements conceming the form and content of accounts set in the Chartties {Accounts and Reports) Regulati5 2008 other than any requirement that the accounts give a 'true and fair. view which is mt a matter con&dered as part of an independent eXaminatn. I have m cimcerns arKJ have come across no other matters in connection with Ihe exarninatl lo which atten1K shoukj be drawn in this reFK)rt in order to enaNe a proper understanding of the accounts to be reached. Signed- Date: Name: Relevant professional qualification(sl or body (if any): rvlA Address: 114 VItrTrV <Coo f 7L(< IER Oct 2018