Edward Bush Charitable Trust
Trustees’ Annual Report for the period
From 29[th] February 2024 period start date to 31[st] December 2024 period end date.
Charity Name: Edward Bush Charitable Trust
Charity Registration Number: 1207266
Objectives and Activities
Summary of the purposes of the charity as set out in its governing document
The object of the charity is to advance such charitable purposes as the trustees see fit from time to time in particular but not limited to promoting the efficiency of the armed forces for the public benefit including supporting persons who are currently serving or who have served in the armed forces and their dependants.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.
Primary activity of the charity in this reporting period has been administration, policy writing, recruiting appropriate trustees, planning and instigating fundraising activities.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit
The trustees confirm that they have had due regard to the Charity Commission’s guidance on public benefit when reviewing the aims and objectives of the Edward Bush Charitable Trust and in planning future activities.
Although the charity has been predominantly in its administrative stage, the trustees are satisfied that all activities undertaken during the year establishing governance structures and planning fundraising events have been directed towards furthering the charity’s purposes for the public benefit. The trustees remain committed to and ensuring that the charities purposes are fulfilled.
Achievements and Performance
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.
During the year, the trustees have focused on building the foundations for the Edward Bush Charitable Trust while beginning to plan major fundraising events and undertaking minor fund-raising events. Key achievements include:
Establishing the charity’s governance framework and administrative systems.
Developing ideas for major fundraising activities to build the financial base required to deliver the charities purpose.
Financial Review
| Financial Review | ||||||
|---|---|---|---|---|---|---|
| Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts No (if any) Edward Bush Charitable Trust Receipts and payments accounts 16.01.2024 31.12.2024 To For the period from |
No (if any) Edward Bush Charitable Trust Receipts and payments accounts 16.01.2024 31.12.2024 To For the period from |
Last year to the nearest £ CC16a |
||||
| Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
||||
| Fundraising and donations | 120,784 | - | - - - - - - - - |
120,784 | - - - - - - - - |
|
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) | 120,784 |
- | - | 120,784 | - | |
| A2 Asset and investment sales, (see table). |
- | |||||
| - | - | - - |
- | |||
| - | - | - | ||||
| Sub total | - | - | - | - | - | |
| Total receipts A3 Payments |
||||||
| - | - | 120,784 | - | |||
| - | - | - - - - - - - - - |
- - - - - - - - - |
- - - - - - - - - |
||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | - | - | - | - | - | |
| A4 Asset and investment purchases, (see table) |
||||||
| - | - | - - |
- - |
|||
| - | - | |||||
| **Sub total ** | - | - | - | - | - | |
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | - | - | - | |||
| 120,784 | - | - |
120,784 |
- | ||
| - | - | - - |
- - |
- - |
||
| - | - | |||||
| 120,784 | - | - |
120,784 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Current Account Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 120,784 - - - - 120,784 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Jonathan Bush Annabel Bush |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval | |||
| 16/08/2025 | |||
| 16/08/2025 |
Review of the charity’s At the end of the reporting period, the charity had income of financial position at the end £120,784 and no expenditure leaving a closing balance of of the period £120,784. The trustees are satisfied that the financial position reflects steady progress in the charity’s formative year.
Statement explaining the The trustees’ policy is to build reserves sufficient to cover the policy for holding reserves purchase of a property that will be made available for use by stating why they are held Veterans Coastal Retreats (A registered charity no. 1204898). The amount held in reserves will be monitored by the trustees during the course of the year as part of our budgetary process and financial monitoring.
Amount of reserves held At the year end, the charity held funds of £120,784. While much of these funds will be used for the investment in the future, at the moment they provide a more-than-adequate reserve.
Reasons for holding zero N/A reserves
Details of fund materially in No funds were in deficit at the year end. deficit
Explanation of any The trustees have reviewed the charity’s financial position and uncertainties about the consider that there are no material uncertainties about the charity continuing as a charity’s ability to continue as a going concern. Fundraising going concern remains a key priority to ensure sustainability and enable the planned purchase of a property for use by Veterans Coastal Retreats.
Structure, Governance and Management
Description of charity’s trusts:
Type of governing Trust deed dated 16[th] January 2024 document How is the charity Trust constituted? Trustee selection methods Trustees are appointed in accordance with the constitution. including details of any New trustees may be nominated and appointed by the constitutional provisions existing board of trustees, ensuring that they have relevant e.g. election to post or skills, experience, and commitment to furthering the name of any person or charity’s purposes. There are currently no external bodies body entitled to appoint one entitled to appoint trustees. or more trustees
Reference and Administrative details
Charity name Edward Bush Charitable Trust Other name the charity uses None Registered charity number 1207266 Charity’s principal address Keepers Cottage, Turville Heath, Oxfordshire RG9 6LB
Names of the charity trustees who manage the charity
Trustee name Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) Annabel Bush Full period Trustee Jonathan Bush Full period Trustee/financial Sarah Henderson 5[th] September 2024 onwards Trustee Jamie Denison-Pender Full period Trustee
Additional Information (optional)
The charity has developed and approved the below policies:
-
Trustees Code of Behaviour Policy
-
Trustees Roles and Responsibilities Policy
-
Conflicts of Interest Policy
-
Grant Making Policy
-
Internal Charity Financial Controls Policy and Procedures
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Jonathan Bush Annabel Bush
Position (eg Secretary, Chair, etc)[Trustee ]
Trustee
Date 16 September 2025
Edward Bush Charitable Trust
Trustees’ Annual Report for the period
From 29[th] February 2024 period start date to 31[st] December 2024 period end date.
Charity Name: Edward Bush Charitable Trust
Charity Registration Number: 1207266
Objectives and Activities
Summary of the purposes of the charity as set out in its governing document
The object of the charity is to advance such charitable purposes as the trustees see fit from time to time in particular but not limited to promoting the efficiency of the armed forces for the public benefit including supporting persons who are currently serving or who have served in the armed forces and their dependants.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.
Primary activity of the charity in this reporting period has been administration, policy writing, recruiting appropriate trustees, planning and instigating fundraising activities.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit
The trustees confirm that they have had due regard to the Charity Commission’s guidance on public benefit when reviewing the aims and objectives of the Edward Bush Charitable Trust and in planning future activities.
Although the charity has been predominantly in its administrative stage, the trustees are satisfied that all activities undertaken during the year establishing governance structures and planning fundraising events have been directed towards furthering the charity’s purposes for the public benefit. The trustees remain committed to and ensuring that the charities purposes are fulfilled.
Achievements and Performance
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.
During the year, the trustees have focused on building the foundations for the Edward Bush Charitable Trust while beginning to plan major fundraising events and undertaking minor fund-raising events. Key achievements include:
Establishing the charity’s governance framework and administrative systems.
Developing ideas for major fundraising activities to build the financial base required to deliver the charities purpose.
Financial Review
| Financial Review | ||||||
|---|---|---|---|---|---|---|
| Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts No (if any) Edward Bush Charitable Trust Receipts and payments accounts 16.01.2024 31.12.2024 To For the period from |
No (if any) Edward Bush Charitable Trust Receipts and payments accounts 16.01.2024 31.12.2024 To For the period from |
Last year to the nearest £ CC16a |
||||
| Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
||||
| Fundraising and donations | 120,784 | - | - - - - - - - - |
120,784 | - - - - - - - - |
|
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) | 120,784 |
- | - | 120,784 | - | |
| A2 Asset and investment sales, (see table). |
- | |||||
| - | - | - - |
- | |||
| - | - | - | ||||
| Sub total | - | - | - | - | - | |
| Total receipts A3 Payments |
||||||
| - | - | 120,784 | - | |||
| - | - | - - - - - - - - - |
- - - - - - - - - |
- - - - - - - - - |
||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | - | - | - | - | - | |
| A4 Asset and investment purchases, (see table) |
||||||
| - | - | - - |
- - |
|||
| - | - | |||||
| **Sub total ** | - | - | - | - | - | |
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | - | - | - | |||
| 120,784 | - | - |
120,784 |
- | ||
| - | - | - - |
- - |
- - |
||
| - | - | |||||
| 120,784 | - | - |
120,784 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Current Account Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 120,784 - - - - 120,784 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Jonathan Bush Annabel Bush |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval | |||
| 16/08/2025 | |||
| 16/08/2025 |
Review of the charity’s At the end of the reporting period, the charity had income of financial position at the end £120,784 and no expenditure leaving a closing balance of of the period £120,784. The trustees are satisfied that the financial position reflects steady progress in the charity’s formative year.
Statement explaining the The trustees’ policy is to build reserves sufficient to cover the policy for holding reserves purchase of a property that will be made available for use by stating why they are held Veterans Coastal Retreats (A registered charity no. 1204898). The amount held in reserves will be monitored by the trustees during the course of the year as part of our budgetary process and financial monitoring.
Amount of reserves held At the year end, the charity held funds of £120,784. While much of these funds will be used for the investment in the future, at the moment they provide a more-than-adequate reserve.
Reasons for holding zero N/A reserves
Details of fund materially in No funds were in deficit at the year end. deficit
Explanation of any The trustees have reviewed the charity’s financial position and uncertainties about the consider that there are no material uncertainties about the charity continuing as a charity’s ability to continue as a going concern. Fundraising going concern remains a key priority to ensure sustainability and enable the planned purchase of a property for use by Veterans Coastal Retreats.
Structure, Governance and Management
Description of charity’s trusts:
Type of governing Trust deed dated 16[th] January 2024 document How is the charity Trust constituted? Trustee selection methods Trustees are appointed in accordance with the constitution. including details of any New trustees may be nominated and appointed by the constitutional provisions existing board of trustees, ensuring that they have relevant e.g. election to post or skills, experience, and commitment to furthering the name of any person or charity’s purposes. There are currently no external bodies body entitled to appoint one entitled to appoint trustees. or more trustees
Reference and Administrative details
Charity name Edward Bush Charitable Trust Other name the charity uses None Registered charity number 1207266 Charity’s principal address Keepers Cottage, Turville Heath, Oxfordshire RG9 6LB
Names of the charity trustees who manage the charity
Trustee name Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) Annabel Bush Full period Trustee Jonathan Bush Full period Trustee/financial Sarah Henderson 5[th] September 2024 onwards Trustee Jamie Denison-Pender Full period Trustee
Additional Information (optional)
The charity has developed and approved the below policies:
-
Trustees Code of Behaviour Policy
-
Trustees Roles and Responsibilities Policy
-
Conflicts of Interest Policy
-
Grant Making Policy
-
Internal Charity Financial Controls Policy and Procedures
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Jonathan Bush Annabel Bush
Position (eg Secretary, Chair, etc)[Trustee ]
Trustee
Date 16 September 2025
Fwd: Independent examinalion Edward Bush Charitable Trust
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