2020-12-31-accounts

April 15, 2021

ANNUAL REPORT

ANNUAL REPORT for 2020

Objective of the Fitzdale Trust, Charity No 214313

To relieve distress amongst girls and young women primarily in the area of the former Metropolitan Borough of Hampstead and the Diocese of London. If the income of the Trust is not required for the above, it may be applied along the same guidelines amongst boys and young men.

Public Benefit Reporting Requirement

The trustees have paid due regard to the Charity Commission’s guidance on public benefit in deciding what activities the charity should undertake.

Reserve Policy

The Fitzdale Trust has adopted a zero reserve policy for the following reasons: there are no restricted funds, no liabilities, and as a general practice, the charity disburses all income received during the year to appropriate recipients as defined under the objectives of the Fitzdale Trust. Disbursements are made entirely at the discretion of the Trustees.

GDPR requirements

The Fitzdale Trust does not solicit funding via email or social media and does not contact charities except on a case by case basis.

Meetings

The Fitzdale Trust met twice, on 23 April and 24 September 2020, both meetings by Zoom.

Trustees

There were no new Trustees. Andrew Meldrum was re-elected as Trustee in September 2020.

Helen Payne Hon Secretary 15.04.21

The Fitzdale Trust Reglstered Charity no. 214313 Independent examir*s report to the trustees of the f￿daleTruSt. 2020 l ieport to the trustees on my examination of the accounts of the above charity I'the Tru5t'l foi the year ended 31 December 2020, which are set out on pages 2-3 below. Responsibilities ond bosis of the report As the charity trustees of the Trust, you are resTX)nsible for the preparation of the accounts in accordance with the requirements of the Charities Art 20111'the Act'l. You consider that an audit is not r￿Uired for this year under Section 144121 of the Charities Act 2011 Ithe 2011 Act). Although an independent exafflination is not needed (because gross income is less than £25,Cml. you have artsnged for such an examination to be done for good order. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act. In carrying out my examination, I have followed the 3pplicable Directions given by the Charity Commi55ion under section 14515llbl of the Act. The procedures undertaken do not provide all the evidence thal would be needed in an audit. Consequently, no opinion is gwen a5 to whether the atcounts present a'true and fair view. and the report 5s limited to those matters set out in the ststement below. Independent exominer's stotement I have completed my examination. I confirm that no material matters have come to rnv ttention in connedion with the examination which grves me cause to believe that in, any material respect= accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concern$ and have wme 3¢ro%s no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be re hed. Name.. Rel￿ant professional qualification or bodv: Addres5= , cssz Oate-. a￿￿1-

The Fitzdale Trust- Accounts for 2020 Reglstered Chayity no. 214313 ents earended 31 Deceftknr ¥) For Re￿0p￿ Charifund I￿&5} income Charinco Fund IBI Rockl income Bank Inte￿$1 Subthtsl: re(uryingirKome Donations Gift Aid recovered Surplus from Charinctrcharifund switrh Subtotsl: totsl Income Sale of M&G Charifund IXIIIOIXk. 3.421.46unjts @ 1ffi9.111 Tota Re￿Ipts 6.026.57 8,186.27 (lQ.39 833.% 686.96 9.020.23 3￿(￿￿).(￿J 33.LW.( 686.96 Q020.23 40,((rf). 79,68&% 4ROM23 Grants ro charitie$12018 meetings) Grants to charities12019 meetyng5j Grants to charities12020rneeun6s_I Subtotsl oIBMts￿ld Bank charges Administration expenses Tot4 Pawnents I,LW. 2,((O.OJ 145LKI.Lfl 34(O).OJ ￿,5f41 Bank balance brouÉhtforaYd frnm wethO￿ve¥ (Less) I Plus.. Income surplus ILe551 / PIu5.' Transferfrorn Chanfund Bank balarKe cavried fovward tofollowiryyt* 10.E& 4.4￿43 1,626.96 22,4EO.23 40.(KX) %7.62 ?6.￿￿66 Totsl Assetsat 31%t De￿rnber CAF Bankaccount no. LKWIE Chtsrtrto Units Valuelunit Total Value Cht7nJund Units Valuelunit Totsl ￿lue fA567.62 2494th66 10.424.746 lQ424.746 197.ry) I￿.(() 536.75 U869.57 6.441.W 9,862.986 L372.57 1660.69 84415.19 W793.62 In.W.$6 2JaW85 Note5.' L Receipts ondp0yrnents0re￿(Ountedj0Ton ￿￿£h boss. 2. Totala55ets shown otmarketvukne. l The FitidclE Tru5tho5 no knbilitie5.

The Fitzdale Trust- Accounts for 2020 Rezistered Charity no. 214313 Grants to Charities 22nd Hampstead Scouts Alone in London Brandon Centre, The Calthorpe Project. The CARIS Camden Families Creative and Supportive Trust ICAsn Dwrstèp Elfrida Rathbone Camden )5pel Oak Action ￿nk Hampstead Division Gid Guides Holly Lodge Community Centre Homestart Kings Cross / Brunswick Neighbourhood Association Ninth / Eleventh H3mpste3d Scouts Parish of Old St. Pancra5 Post Adoption Centre Solace Women's Aid South Hampstead and Kilbum Community Ptnership ISHAKI St Pancras Girl Guides St. Ma￿S Community Halls Training ￿￿k West Hampstead Women's Centre Winchester Projert. The Grants approved duringyear 3,{￿.￿ l.ClXJ.co 3.(KD.(Xl 2,¢ll).Q) 3,LD).()J 3.CC(S.CI) 3,¢XX).(X) 2.(KKJ.CK> 3.C(Q.C(I I,(KX).(KI 3.(XX).CQ I.(MYJ.CKS 3.COJ.(Q 2.cTr).c 3,(KK).(M) I,(XKI.( 3,CMX).(K) 5(X).L¥) 3.C(K).Cl) I,¢￿￿.Co 3.c(￿.￿ 5,(MX).(KI 3.(D).￿ l.(xXJ. 2fj5￿. Adjustmentfor lote cheque presentt7tK>n/gruntcOncellot￿n t>oorstep (Nov 2018 meeting) Elfrida Rathbone (Nov 2019 meetingl Grants paid during ye¥ i.co).(x> 2,Cm.¢X) .2,(MX).(MJ CIMIXI 19,5(￿¥.t¥j

The Fitzdale Trust Reglstered Charity no. 214313 Independent examir*s report to the trustees of the f￿daleTruSt. 2020 l ieport to the trustees on my examination of the accounts of the above charity I'the Tru5t'l foi the year ended 31 December 2020, which are set out on pages 2-3 below. Responsibilities ond bosis of the report As the charity trustees of the Trust, you are resTX)nsible for the preparation of the accounts in accordance with the requirements of the Charities Art 20111'the Act'l. You consider that an audit is not r￿Uired for this year under Section 144121 of the Charities Act 2011 Ithe 2011 Act). Although an independent exafflination is not needed (because gross income is less than £25,Cml. you have artsnged for such an examination to be done for good order. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act. In carrying out my examination, I have followed the 3pplicable Directions given by the Charity Commi55ion under section 14515llbl of the Act. The procedures undertaken do not provide all the evidence thal would be needed in an audit. Consequently, no opinion is gwen a5 to whether the atcounts present a'true and fair view. and the report 5s limited to those matters set out in the ststement below. Independent exominer's stotement I have completed my examination. I confirm that no material matters have come to rnv ttention in connedion with the examination which grves me cause to believe that in, any material respect= accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concern$ and have wme 3¢ro%s no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be re hed. Name.. Rel￿ant professional qualification or bodv: Addres5= , cssz Oate-. a￿￿1-

The Fitzdale Trust- Accounts for 2020 Reglstered Chayity no. 214313 ents earended 31 Deceftknr ¥) For Re￿0p￿ Charifund I￿&5} income Charinco Fund IBI Rockl income Bank Inte￿$1 Subthtsl: re(uryingirKome Donations Gift Aid recovered Surplus from Charinctrcharifund switrh Subtotsl: totsl Income Sale of M&G Charifund IXIIIOIXk. 3.421.46unjts @ 1ffi9.111 Tota Re￿Ipts 6.026.57 8,186.27 (lQ.39 833.% 686.96 9.020.23 3￿(￿￿).(￿J 33.LW.( 686.96 Q020.23 40,((rf). 79,68&% 4ROM23 Grants ro charitie$12018 meetings) Grants to charities12019 meetyng5j Grants to charities12020rneeun6s_I Subtotsl oIBMts￿ld Bank charges Administration expenses Tot4 Pawnents I,LW. 2,((O.OJ 145LKI.Lfl 34(O).OJ ￿,5f41 Bank balance brouÉhtforaYd frnm wethO￿ve¥ (Less) I Plus.. Income surplus ILe551 / PIu5.' Transferfrorn Chanfund Bank balarKe cavried fovward tofollowiryyt* 10.E& 4.4￿43 1,626.96 22,4EO.23 40.(KX) %7.62 ?6.￿￿66 Totsl Assetsat 31%t De￿rnber CAF Bankaccount no. LKWIE Chtsrtrto Units Valuelunit Total Value Cht7nJund Units Valuelunit Totsl ￿lue fA567.62 2494th66 10.424.746 lQ424.746 197.ry) I￿.(() 536.75 U869.57 6.441.W 9,862.986 L372.57 1660.69 84415.19 W793.62 In.W.$6 2JaW85 Note5.' L Receipts ondp0yrnents0re￿(Ountedj0Ton ￿￿£h boss. 2. Totala55ets shown otmarketvukne. l The FitidclE Tru5tho5 no knbilitie5.

The Fitzdale Trust- Accounts for 2020 Rezistered Charity no. 214313 Grants to Charities 22nd Hampstead Scouts Alone in London Brandon Centre, The Calthorpe Project. The CARIS Camden Families Creative and Supportive Trust ICAsn Dwrstèp Elfrida Rathbone Camden )5pel Oak Action ￿nk Hampstead Division Gid Guides Holly Lodge Community Centre Homestart Kings Cross / Brunswick Neighbourhood Association Ninth / Eleventh H3mpste3d Scouts Parish of Old St. Pancra5 Post Adoption Centre Solace Women's Aid South Hampstead and Kilbum Community Ptnership ISHAKI St Pancras Girl Guides St. Ma￿S Community Halls Training ￿￿k West Hampstead Women's Centre Winchester Projert. The Grants approved duringyear 3,{￿.￿ l.ClXJ.co 3.(KD.(Xl 2,¢ll).Q) 3,LD).()J 3.CC(S.CI) 3,¢XX).(X) 2.(KKJ.CK> 3.C(Q.C(I I,(KX).(KI 3.(XX).CQ I.(MYJ.CKS 3.COJ.(Q 2.cTr).c 3,(KK).(M) I,(XKI.( 3,CMX).(K) 5(X).L¥) 3.C(K).Cl) I,¢￿￿.Co 3.c(￿.￿ 5,(MX).(KI 3.(D).￿ l.(xXJ. 2fj5￿. Adjustmentfor lote cheque presentt7tK>n/gruntcOncellot￿n t>oorstep (Nov 2018 meeting) Elfrida Rathbone (Nov 2019 meetingl Grants paid during ye¥ i.co).(x> 2,Cm.¢X) .2,(MX).(MJ CIMIXI 19,5(￿¥.t¥j