CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Reportfor the period From 01104r2023 Perlod start d•te To 3124 Perfod end date Objectives and Acliviti08 Sumnwry dthe purpoges the chanty as set oui in bts P•• 1.17 Sumrnary of the rnain ackn'vities in relation to th purposes for the pub benefit. in particular. the acTrthies, projects or rbry(s id8ntfied in tho P•• 1.17 ¥vJ OrganlsatK arKI indivKILth knwn to the Irustees. WI work *rrfdwide to help th.ate pro%ryde educth'on and promote religious xti%rybes. The grants are prwwov&l by the Trust8 and the Penny Trust IllitateS the distribution of the ReciF#errt organisations prowdo annual rnquire exh organisation and individual to Statement confirming whether the trustees have had regard to the guidanc• issued by the Charity Comrrmssion on public P¥• 1.1• The Penny Trust has conw1 with the duty in se¢aion 4 of the 2006 ChArFti88 Ad to have due Tegar(I to guidanc• Pu4$bed by the Ch8fity CommiOn {i.e. public benefft statement). Addltlonal Infonnatlon loptlon•l) Ytyj choose to indude further staternnts where relevant about.. SORP r•lw4rK• P¥• 1.38 Policy (m grnnt makirnj Policy on srtial inleslment including pr(yram lated investment
Flnanclal Revlew Revith¥ of the charity's financial positson at the erKI ofthe Staiemerrt explaining the policy ts holding reser5 stating Itw are held P 121 The Charity held unrestrthd fvnds of £7.977 and rostrKaed funds of£6.151 at r-end ReStrd lund3 are hekl and then distrib4rted in accordanc• ith donor wishes. Unre8trKaed fvnds are hekl for both &Jministralive purposes and for distribution to g(MxI cau888 as d8cKled P¥• 122 Amount of r88eNes held Ro08ons for hokling zero P¥• 122 P•• 122 Details of fvnd moterialty in dekit Explanation of any urKertaintss about chanty continuing 88 Pw• 124 P•• 12) Addlllon•l Informakn (opkn•l You The cha# Pri1paI sourcos of fund8 IKKludlr any fundrning) Pm 1.47 lnv08tml policy and obiecllves including any social inve•trnert pol adoptod 1.40 ri3 facing thè charrty Other
Description of charity'$ Typo of 9ovemlng dooJm8nt Pw• 125 TnAt D••d How is the charity constitutwj? ,orated P•• 125 Tnmts 123 Including detail8 of any constitutK)nal provis8 e.g. elgthn to posi or name of any pornon or bcrfjy enliU•d to appoint ono or trust808 Addllk)n•l Infornmlon (optlM•ll You m8 Pollclo• and wwlur•8 •doptgd for tho indudion and training of truthe• Pw• 1.51 The ¢harty'B oryJaniMtion•l structure and any wKlor network with vthich th• arlty **yks P¥• 1.51 Ralationthip vlth any Reference and Admlnlstratfve detall8 Cha Other tho cha . numbor Charity'$ principal oddres• Tnmt 285887 24 Harding Cbje Redboum AL3 7NT
wry Mrs Rosemary Fry Mr Mich801 Gre Mr Mark Hopn3 Ms Suzanne Avery Ch8ir 10 11 12 13 14 15 16 17 18 19 20 Narn of tru•tO08 holww lille to woporty ikngw)g to th• char
Funds held as custodlan trustees on behaff of other• tJesuipth)n of the assets h8ld in this capaaty N8m• and obiacts ofthè eharty on whose behair tt assets aro heKI arrfl thi8 falls ¥thin the oJ¥todian ¢artV8 objects safe custody and from the charity's tr•m Addltlon•l Infonth lopllonal) N•mM and addr••sM of ad¥l••rn lop01 Inf¢nth) Typ• ol N•m• ad¥l••r N•m• of chl•f •x•eullv• or Mm•• of ••nlor •laff m•mb•rn IOpOoMI Inlornth) Exemptlons from d1•c1Ul0 Rea•on for nOn4110[* of nd dots Other o lonal Inforniatlon
Declaratlons 81gn•d on b•h•ll of th• charlty'• Iru•t••• 8lgn•lur•l•) Full nam•(•) Po•lll¢•n {•9 8•cr•tary, Chalr. •tc)
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(HARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Indepèndent Examiner's Report Report to the trusteesl members of The Penny Trusl On accounts for the year ended 31 ¥1 March 2024 Charity no lif any) 265887 Set out on pages I report to the trustees on my examination of the accounts of the above charity I'lhe Trust") for the year ended 3110312023. R•sponsibili*ies and basis of rèport As the charity's trustees, you are responsible for the preparation of the accounts in accordan with the requirements of Ihe Charities Act 2011 {"the A¢t"). I report in respect of my examination of Ihe charity accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5}{bl of the Act. Independent l am qu81ified to undertake the examination by being a qualified member of examinerfs statement the Institute of Financial Accountants. I have completed my examination. I confirm thal no matenal matters have come to my attention in connection with the which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charrties Ad,. or the accounts did not accord wfth the accounting records., or the accounts did not Comp with the applicable requirements concerning the form and contenl of accounts set out in the Charities (Accounts and Reports} Regulations 2008 other than any requirement that the accounts give a 'lrue and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have ¢ome across no other matters in connection with the examination lo which attention should be drawn in this report in order to enable a Froper understanding of the accounts to be reached. Signod: Date: Name: BRENDAN CHAMBERS Relevant professional qualificationl$} or body lif any): F.F.A. IER Oct 2018
Address: Fusion Accountancy Limited Ground Floor, Marlborough House, Regents Park Road. London. N3 2SZ Section B Disclosure Only complete if the examiner needs to highlight material TMatter5 of concern (see CC32, Independenl examination of charity accounts.. directions and guidance for examiners). Givo here brief details of any items that the examiner wishes to disclose. IER Oct 2018