CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the perlod From Period start date To Perlod end date Charlty name: Charlty reglstratlon number: Objectives and Actlvltles Summary of the purposes of the charity as set out in its goveming document Summary of the main activities in relation to those purposes for the public benefit, in particular, the activilles. prolects or services Identified In the accounls. Statement confimiing whether the trustses have had regard to the guidance issued by the Charity Commisslon on publlc benefit Pw• 1.17 Fund worthwhile charities for the benefit of mankind and the anlmals of our worfd Donatlons to worthwhllo charftles and events. Pw• 1.17 P** 1.18 Tho trustees run the Charlty wlth regard to the Charlty Comml8$lon guldanco on publlc benefft Addltlonal InforntIOn (optlonal) You ma choose to include further statements where relevant about.. SORP relerence P120 Policy on grant making Para 1.38 Policy on swal investrnent Including program related investment P128 Contrlbution made by volunteers Other
Achievements and Perfomlance SORP referer The charity was able to send grants to 10 worthwhile Charites this year. Summary of the main achievements of the eharlty, identifying the differen the harity's work has made to the arcumstances of its beneficiaries and any wder beneffits to sooety as a whole. Para 120 Additional Inforniation (optional) You ma hoose to indude further ststements where relevant about: Athievements against objectives set P•a 1A1 Perfomance of fundraising activities against objectives Set 1.41 Investment performance against objectives Para 1.41 other
Financial Review Review of the charlty's financial position at the end of the eriod Stat8ment explaining the policy for holding rèserves slatln wh th8 are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertaintles about the charity continuing as a golng concem Para 1.21 The charlty was In a heafthy flnanclal posltlon throughout the year Par8 122 Reserves aro held In an Interest bearfng account. Par4 1.22 4036 Not appllcable Pan 1.22 P8ra 1.24 Not appllcable Parn 1.23 Not appllcable Addltlonal Infomiatlon (optlonal) You ma choose to include further statements where relevant about: Donatlons The chadty's prfnclpal sources of funds (including any fundraislng) P•M 1.47 Investment policy and obj8cllves Includlng any social Investment pollcy adopted P•r• IA8 A description of the pdnclpal rlsks fadng the charity Pw• 1.48 Other
Structure, Governance and Management Description of charity's trusts: Type of goveming document trust dccci, ro al charloi'l How is the charity constituted? lo.g iJniiicorporLiied 8SSOC.181lOlI, C.1 91 Trustee se18Ction methods Including details of any Constitutlonal provlslons e.g. electlon to post or name of any pérson or body 8ntit16d to appolnt one or more trustees CIO - Foundallon P8fB 1.25 cio Pgr8 1.25 cio Par8 1.25 The exlstlng tru8tè8s declde on contlnulng and n8W trusts8 Solectlon. Addltlonal Informatlon (optlonal) You ma choose lo include further statements where relevant about: Policies and procedures adopted for the induction and tralnlng of trustees Pars 1.61 Th8 charfty's organlsalional stwclure and any wider network wlth wh)Ich the charity works Pirn 1.51 Relationship wtth any ralated parties Pw• 1.61 other Reference and Admlnlstrative detalls Chari name other name the cha uses istered charit number Charity's principal address Th8 Adrian Baker Charitable Foundation 1204441 The Laurels L1tt18 Sodbury Brlstol BS37 6QA
Names of the Charity trustse8 who manage the charlty Date5 actsd If notlorMthole Office (If any) ear Trustse name Name of per8¢n lor body) entitled 0Snt trustso Ilan Adrian Pearce Baker Kathryn Diana Thorpe 10 11 12 13 14 15 16 17 18 19 20 Co orate trustees- names of the dlrectors at the date the re Dlrector nam• ortwasa roved Nam8 of trustees hokling title to property belonging to the charity Dates athd If not for Trnst•e namfr
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose b8half the assets are h81d and how this falls wlthln the custodian charitys objécts Details of arrangements for safe custody and segregation of such assets from the charity's own assets Addltlonal Informatlon (optlonal) Names and addrns808 of advl$•rs (Optlonal Infomiatlon) Typo of Namo Addre88 adv180r Namo of chlof exocutlv• or names of 8enlor staff member8 (Optlonal Inforniatlon) Exemptlons from dlsclosure ersonnel delalls Reason for non-dls¢losure of ke Other o tlonal Informatlon
Declarations The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustèes Slgnaturo(s) Full namo(s) Posltlon leg Secretary, Chair, etc) Adrian Pearce Baker Trustee Dato 29.06.25
CHARITY COMMISSION FOR ENGLANO AND WALE5 Receipts and payments accounts CC16a Forthe period from To 2210812023 3111212024 Section A Receipts and payments Unrestllded funds tothe rthire5t Endowment funds to nEarÈSt £ Restricted funds Total fund5 Last year to nwest £ to thv r¢art £ to thÈ nearesi £ A1 Re¢eS ts tknnaiions Gift Reclaimed CAF IX 12.000 3.NlJ 100 1Z.QOO 3,0 100 Sub total(Gross income forAR) 15.IOD 15,100 A2 Asset and investment sales, see table Bank Interest 3fj 36 Sub total 36 36 Totalreceipts 15.136 15.136 A3Pa rnents PtDlession81 Fees Grants 4.600 6.500 4,eOO Sub totsl 11.100 11,100 A4 A$$et and investrnent PUT¢hases, l$ee table) Sub totsl Totalpayments 11,100 Net of receipts/(paymènts) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 4.036 d.036 4.036 4.D36 Sectton B Statement of assets and liabilities at the end of the period Unrestricted funds to nEarest £ Restricted funds Endowrnent fund5 to nearest £ Categories Detai15 to £ B1 Cashfunds CLYienl P4cwit 1,002 L*pD5iI Accouni 3.034 Total cash funds 4,036 CCXX R1 aGcounls ISSI
Unr•strfct lund$ R#trlct•d lund• Endowrnent fund$ lty r*•rMI e Detall$ nDar•st t Detalls B3 InlImon¢ a•¥•ts Detalls 84 A88•ts r•taln•d lor th• charlty's own uso Il•tyllly rel•••i 1r4rtson> BS U•bllltl•• Stsned by one or bwst•o$ on behaw of •ll the InJ8te88 Dats ofapproval n P•8 8aker 2910612026 CCXX R2 acwunls ISSI 2910612025