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
Inve￿MentS 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
Inve￿Menta$$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 re￿t 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 apFdiCa1￿e
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)
Regulati￿5 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 eXaminat￿n.
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 <Co*o
f 7L(<
IER
Oct 2018