INGLES CHARITABLE TRusr
Tr￿rte￿ Annual Report
for the year ended
S April 2022

INGLES CHARITABLE TRusr
Reglstered Charty Number
265283
Prlncipal Address
Needwood Cottage
24 Main Street
Barton under Needwood
Staffordshire
DE13 8AA
Trustees
Richard Ingles (Chairman)
Mark Caister (Treasurer)
Tlmothy Ingles
Catherine Kassar
John Bramley
John Duncombe
Nia Marshall

INGLES CHARITABLE TRusr
REGISTERED NUMBER 265283
TRusfEES' ANNUAL REPORT-YEAR ENDED 5" APRIL 20ZZ
CONfENTS
Page I
Structure, Governance and Management
Page 2
Chairman's Report
Pa8e 3
Flnanclal Revlew
Pa8e 4
Independent Examinerfs Report
Page 5
Income Account
Pa8e 6
Balance Sheet

INGLES CHARITABLE TRusr
REGISTERED NUMBER 265283
STRucfuRE, GOVERNANCE AND MANAGEMEKr
The Trust was created by a deed dated 21 December 1972 with the settlors being J L Ingles and Mrs
J H Ingles. Each settlor initially transferred £ILX) to the trust with further assets being transferred
shortly thereafter.
The Trust is governed by a board of trustees consisting of the children of the settlors and friends and
colleagues of the Ingles family. The lyjard currently numbers seven trustees.
The trust policy is to invest for long temi growth and to distribute the annual income to charitable
causes. Distributions are usually made to less well known charities and those organisations that exist
for the benefit of disadvantaged children and young people.

INGLES CHARITABLE TRusr
REGisfERED NUMBER 265283
CHAIRMAN'S REPORT
The Trust was founded in 1972 by my parents Jim and June Ingles with an objective of helping
disabled and disadvantaged chiklren. Rather than supporting vRII-known, national charities. we
typically help smaller and lesser known charltles. but they vary conslderably In size and type of
requlrements.
Most of the charltles that we support we have a longstanding relationship with, and indeed we
contlnue to support several that receNed monles back In the 7trs and 81Ys.
l am happy to report that dlstributions of Income to worthy causes durln8 the year were £53,631.
R J Ingles

INGLES CHARITABLE TRusr
REG15fERED NUMBER 265283
FINANCIAL REVIEW
Durlng the year the trustees continued with their poliry of investin8 for long tenn grovrth whlle
8eneratin8 income for distribution to worthy causes.
Funds are lar8e￿ invested in stocks and shares but thls has been done uslng a variety of Investment
advisers and with exposure to Stock markets worldwide so as to mltlgate the rlsk. The trustees a
satlsfled that the current investment portfolio meets their objettives.
The year ended 5 April 2022 saw net Income of £48,052. an increase of 2.5% compared to the
prevlous year as the world emerged from the Covid-19 pandemic. The value of the capital fund
increased by 4.8% which was sllghtty ahead of the benchmark indices.

INGLES CHARITABLE TRUST
REGISTERED NUMBER 265283
INDEPENDENT EXAMINER'S REPORT
I report to the trustees on my independent examlnation of the accounts of the above charlty 1.the
th
Trust") for the year ended 5 April 2022.
Responslbilities and basls of report
As the charlty trustees of the Trust you a￿ responsible for the preparatEon of the accounts In
accordance with the requirements of the Charltles Act 20111'the ACVI.
l ￿port In respect of my examinatlon of the Trusvs accounts carrled out under section 145 of the
2011 Act and in carrylng out my examination I have followed all the applicable Directions glven by
the Charity Commlssion under section 14515)Ibl of the Act.
Independent examln¢rfs siat•m¢nt
I have completed my examinatlon. I confirm that no materlal matters have come to my attentktyn In
connectlon wlth the examlnatlon gfving me cause to believe that in any material respect:
l. Accountln8 records were not kept in respect of the Trust as requ1￿0 by section 130 of the
Act,. or
2. The accounts do not cornpty wlth those ￿cords. or
3. the accounts do not compfy with the applicable requirement concemlng the fom and
content of the accounts set out in the Charities (Accounts and Reports) Regulatlons 2C4J8
other than any requirement that the accounts give a true and fair vlew which Is not a matter
considered as part of an independent examlnation.
I have no concerns and have come across no other matters in connection wlth the examlnation to
which attention should be drawn in this report in order to enable a proper understanding of the
accounts to be reached.
Signed:
Name:
D P Mlller
Relevant profeS￿Onal Body.
ICAEW
Address:
18 Merfin Way
Mickleover
Derby
DE3 OSL
Date:
JfvAJa- WZ

INGLES GHARITABLE TRUST
REGISTERED NUMBER 265283
INCOME ACCOUNT
Yoar andod S Aprfl 2022
2022
2021
Gfft Ald Donations
Other Income
423
Investment In￿ff
43.775
41.493
Interest Recefved
207
577
Incofflè from Propety
6.323
6,352
48,845
Less .' AdmlnSslratic¥) Expenses
2.253
1,981
48,052
46,864
Distributions during the yoar
53.831
48,724
(Shortfall) l Excess of IrKxKne over DkqtrlbuUon8
for the yoar
(5.5791
11,8601
Undlstributed Income at 8 April 2021
16.873
18,733
Undislrlbuled Inwme at 5 April 2022
£11,294
£16,873

INGLES CHARITABLE TRUST
REGISTERED NUMBER 265283
BALANCE SHEET
At S April 2022
2022
2021
Listed Investments
1.599,165
1,512,589
Investment Property
.000
77,000
Mortgage Loan
17,703
1.676.165
1,607,292
Sundry Oebtor¥
3.333
2,861
Ca8h al bank
89,518
84,574
1,769,014
1.694,727
Credlors
£1,769,014
£1,694,727
C*pltal Account
Ate Wil 2021
1,154.527
1,144.887
Profft I (Lossl on 98les. etc of Inve8tm•nls
Capital donations
11,Lh)7)
6,495
3,145
1.153.520
1.154,527
Rov*lu•tl¢)n R￿r¥0
604.200
523,327
1.757.720
1,677,854
Incomo A￿￿Trt
11,294
16,873
£1.769.014
£1,B94,727