INGLES CHARITABLE TRUST
Trustee< Annual Report
for the year ended
5 Aprll 2025

INGLES CHARtfABLE TRusr
REGISTERED NUMBER 265283
STRucfuRE, GOVERNANCE AND MANAGEMENr
The Trust was created by a deed dated 21 December 1972 wtth the settlors being J L Ingles and Mrs
J H Ingles. Each settlor inttially transferred £l¢J) 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 LM)ard currently numbers seven trustees.
The trust policy is to invest for long tenn growth and to distribute the annual income to charitsble
Causes. Distributions are usually made to less well known chartties and those organisations that exist
for the benefit of disadvantaged children and young people.

INGLES CHAR￿ABLE TRusr
REGISTERED NUMBER 265283
CHAIRMAN'S REPORT
The Trust was founded in 1972 by my parents Jim and June Ingles with an objertive of helping
disabled and disadvantaged children. Rather than supporting well-known. national charities. we
typically help smaller and lesser known charities. but they vary considerably in size and type of
requirements.
Most of the charities that we support we have a longstsnding relationship with. and indeed we
continue to support several that received monies back in the 71Ys and 8Cfs.
l am happy to rewrt that distributions of income to worthy causes during the year were £56,180.
R J Ingles

INGLES CHARtrABLE TRusr
REGisfERED t4UMBER Z65283
FINANCIAL REVIEW
During the year the trustees continued with their wlicy of invesring for long tem growth while
generatir¢g income for distribution to worthy causes.
Funds are largely invested in stocks and 5hare5 but this has been done using a variety of investment
advisers and with exposure to stock markets worldwide so as to mitigate the risk. The tmstees are
satisfied that the current investment portfolio meets their objectives.
The year ended S April 2025 saw net income of £50.783 a fall of 5% compared to the previous year.
The value of the capitsl fund fell by 1.5% which was in line with the perforn)an￿ ofthe benchmark
indices.

INGIES CHARrrABLE TRusr
REGISTERED NUMBER 265283
INDEPENDENT EXAMINEWS REpoirr
I report to the trustees on my independent examination of the accounts of the above charity 1.the
TrusVI for the year ended 5 April 2025.
ResponsibilTties and basis ot report
As the charity trustees of the Trust you are resE￿nSible for the preparation of the accounts in
accordance with the requirements of the Charities Act 2011 l*he ACVI.
I report in respect of my examination of the Tmsvs accounts carried out under section 145 of the
2011 Art and in carrying out my examination I have followed all the applicable Directions given by
the Charity Commission under section 14515)(bl of the Art.
Independent examinerfs ststement
I have completed rny examination. I confim that no material matters have come to my attention in
connection with the examination giving me cause to believe that in any material respect:
l. Accounting records were not kept in respert of the Trust as required by section 130 of the
Act: or
2. The accounts do not comply with those records; or
3. the accounts do not comply with the applicable requirement conceming the forni and
content of the accounts set out in the Charrties (Accounts and Reports} Regulations 2CK18
other than any requirement that the accounts give a true and fair view which is not a matter
considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to
which attention should be drawn in this report in order to enable a proper understsnding of the
accounts to be reached.
Signed:
Name:
D P Miller
Relevant Professional Body:
ICAEW
Address-
18 Merlin Way
Mickleover
Derby
DE3 OSL
Date-.
151, 120-1

INGLES CHARrrABLE TRUST
REGISTERED NUMBER 265283
INCOME ACCOUNT
Y￿r ended S April 2025
2025
2024
Grft Aid Donatrjns
Other Income
651
973
Investment Ir￿￿rne
47,669
48,301
Interest Received
21
308
Income from PrO￿ty
3.951
6.199
52.892
55,781
Less '. AdMinistrat￿n Expenses
2,109
2.255
50.783
53.526
Distributions during the year
S8.180
{Shortfall} l Excess of Income over DistriLxJbons
for the year
{5.397)
11,3141
Undistributed Income at 6 April 2024
7.913
9,227
Undistribuled Income at 5 P4)ri12025
£2￿16
£7,913

INGLES CHARITABLE TRUST
REGISTERED NUMBER 265283
BALANCE SHEET
At 5 April 2025
2025
2024
Listed Investmerrts
1.533.609
1,558,030
Investment Propwty
77,1100
1,610.609
1.635.030
Sundry Debtors
3.277
3,519
Cash at bank
82.132
87.746
1.6￿,018
1.726,295
Creditors
£1.696.018
£1.726.29S
Capital Account
At 6 April 2024
1.146.Y
1,165.735
Profft l {Lossl on sales. etc of Investments
Capital donations
{112C61
(19.229)
1.135.300
1,146,506
Rovaluation Re50r¥g
558,202
571.878
1.693.502
1.718,382
Income Account
2.516
7.913
£1.696.018
£1,726.295