Power Family Charitable trust charity number 271459 accounts for year to 18th June 2020
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment portfolio. the investment income was lower than the previous year due to Covid dividend reductions and an unintentional move into accumulation investment funds, which has since been reversed. investment income was £2878, but donations made totalled £7864, leaving very little money in th During the period donations of investments were received totalling £91793 from a founding truste These investments have subsequently been sold and a more balanced portfolio created. A detailed list of donations is given in an appendix.
Profit and loss account
| 2020 | 2019 | |||||
|---|---|---|---|---|---|---|
| £ | £ | |||||
| Donations received | 91793 | 0 | ||||
| Investment income | 2879 | 4560 | ||||
| total income | 94672 | 4560 | ||||
| Donations | 7826 | 3126 | ||||
| bank charges | 37 | 0 | ||||
| total expenses | 7863 | 3126 | ||||
| excess of income over expenses | 86809 | 1434 | ||||
| investments | ||||||
| opening value of investmen | 190760 | 183878 | ||||
| addition to investments | 91793 | 0 | ||||
| closing value | 300246 | 190760 | ||||
| increase(decrease ) in year | 17693 | 6882 | ||||
| Total increase in funds in the | period | 104502 | 8316 |
page 1
Balance sheet
| Balance sheet | ||||||
|---|---|---|---|---|---|---|
| 2020 | 2019 | |||||
| £ | £ | |||||
| Balance at bank | 123 | 5107 | ||||
| Investments | 300246 | 190760 | ||||
| total assets | 300369 | 195867 | ||||
| trustees funds | ||||||
| opening balance | 195867 | 187551 | ||||
| increase in year | 104502 | 8316 | ||||
| Closing funds | 300369 | 195867 | ||||
| 0 | ||||||
| appendix | ||||||
| donations | ||||||
| crawley open house | 250 | |||||
| opera della luna | 500 | |||||
| reeds school | 500 | 1000 | ||||
| alzheimers research | 500 | |||||
| camphill village | 500 | |||||
| british legion | 500 | |||||
| Isle of wight wildlife trust | 1000 | |||||
| action medical research | 250 | |||||
| Flinders fossils | 2000 | |||||
| landmark trust | 1000 | 1000 | ||||
| trotton church | 500 | |||||
| National trust | 126 | 126 | ||||
| Crawley open house | 200 | |||||
| orbis | 1000 | |||||
| total | 7826 | 3126 |
page 2
ie bank. e ol the Charty.
Power Family Charitable trust
charity number 271459 accounts for year to 18th June 2021
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment portfolio. the investment income was higher than the previous year.
This is compensating for the low level last year when investments were briefly held in accumulation units. investment income was £8563, but donations made totalled £2876.
During the period donations of investments were received totalling £73354 from a founding trustee of the Charity. These investments have subsequently been sold and a more balanced portfolio created. A detailed list of donations is given in an appendix.
Profit and loss account
| 2021 | 2020 | |||||
|---|---|---|---|---|---|---|
| £ | £ | |||||
| Donations received | 73354 | 91793 | ||||
| gift aid receieved | 22948 | |||||
| Investment income | 8563 | 2879 | ||||
| total income | 104865 | 94672 | ||||
| Donations | 2876 | 7826 | ||||
| bank charges | 330 | 37 | ||||
| total expenses | 3206 | 7863 | ||||
| excess of income over expenses | 101659 | 86809 | ||||
| investments | ||||||
| opening value of investm | 300246 | 190760 | ||||
| addition to investments | 73354 | 91793 | ||||
| closing value | 418765 | 300246 | ||||
| increase(decrease ) in year | 45165 | 17693 | ||||
| Total increase in funds in the period | 146824 | 104502 | ||||
| Balance sheet | ||||||
| 2021 | 2020 | |||||
| £ | ||||||
| Balance at bank | 28428 | 123 | ||||
| Investments | 418765 | 300246 | ||||
| total assets | 447193 | 300369 | ||||
| trustees funds | ||||||
| opening balance | 300369 | 195867 | ||||
| increase in year | 146824 | 104502 | ||||
| Closing funds | 447193 | 300369 | ||||
| Appendix | ||||||
| Donations | ||||||
| crawley open house | 500 | 250 | ||||
| opera della luna | 500 | |||||
| reeds school | 500 | |||||
| alzheimers research | 500 | |||||
| camphill village | 500 | |||||
| british legion | 500 | |||||
| Isle of wight wildlife trust | 1000 | |||||
| action medical research | 250 | |||||
| Flinders fossils | 2000 | |||||
| landmark trust | 2000 | 1000 | ||||
| trotton church | 500 | |||||
| National trust | 126 | 126 | ||||
| Crawley open house | 200 | |||||
| orbis | 250 | |||||
| total | 2876 | 7826 |
charity number 271459 accounts for year to 18th June 2022
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment por the investment income was higher than the previous year.
This is compensating for the low level last year when investments were briefly held i investment income was £8563, but donations made totalled £2876.
During the period donations of investments were received totalling £73354 from a fo These investments have subsequently been sold and a more balanced portfolio crea A detailed list of donations is given in an appendix.
| Profit and loss account | ||||||
|---|---|---|---|---|---|---|
| 2022 | 2021 | |||||
| £ | £ | |||||
| Donations received | 73354 | |||||
| gift aid receieved | 18338 | 22948 | ||||
| Investment income | 15225 | 8563 | ||||
| total income | 33563 | 104865 | ||||
| Donations | 18634 | 2876 | ||||
| bank charges | 390 | 330 | ||||
| total expenses | 19024 | 3206 | ||||
| excess of income over expenses | 14539 | 101659 | ||||
| investments | ||||||
| opening value of investments | 418765 | 300246 | ||||
| (reduction)addition to investments | 73354 | |||||
| closing value | 390210 | 418765 | ||||
| increase(decrease ) in year | (28555) | 45165 | ||||
| Total increase in funds in the period | (14016) | 146824 | ||||
| Balance sheet | ||||||
| 2022 | 2021 | |||||
| Balance at bank | 42967 | 28428 | ||||
| Investments | 390210 | 418765 | ||||
| total assets | 433177 | 447193 |
| trustees funds | ||||
|---|---|---|---|---|
| opening balance | 447193 | 300369 | ||
| increase in year | (14016) | 146824 | ||
| Closing funds | 433177 | 447193 | ||
| Appendix | ||||
| Donations | ||||
| crawley open house | 500 | |||
| opera della luna | ||||
| reeds school | 1000 | |||
| st Andrews Wardlaw scholarship | 1000 | |||
| sussex wildlife trust | 500 | |||
| st mary the virgin shipley | 10000 | |||
| sussex hospices | 1000 | |||
| alzheimers research | ||||
| camphill village | ||||
| british legion | ||||
| Isle of wight wildlife trust | ||||
| action medical research | ||||
| Flinders fossils | ||||
| landmark trust | 1000 | 2000 | ||
| trotton church | 2500 | |||
| National trust | 134 | 126 | ||
| Crawley open house | 500 | |||
| orbis | 1000 | 250 | ||
| total | 18634 | 2876 |
Power Family Charitable trust charity number 271459 accounts for year to 18th June 2020
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment portfolio. the investment income was lower than the previous year due to Covid dividend reductions and an unintentional move into accumulation investment funds, which has since been reversed. investment income was £2878, but donations made totalled £7864, leaving very little money in th During the period donations of investments were received totalling £91793 from a founding truste These investments have subsequently been sold and a more balanced portfolio created. A detailed list of donations is given in an appendix.
Profit and loss account
| 2020 | 2019 | |||||
|---|---|---|---|---|---|---|
| £ | £ | |||||
| Donations received | 91793 | 0 | ||||
| Investment income | 2879 | 4560 | ||||
| total income | 94672 | 4560 | ||||
| Donations | 7826 | 3126 | ||||
| bank charges | 37 | 0 | ||||
| total expenses | 7863 | 3126 | ||||
| excess of income over expenses | 86809 | 1434 | ||||
| investments | ||||||
| opening value of investmen | 190760 | 183878 | ||||
| addition to investments | 91793 | 0 | ||||
| closing value | 300246 | 190760 | ||||
| increase(decrease ) in year | 17693 | 6882 | ||||
| Total increase in funds in the | period | 104502 | 8316 |
page 1
Balance sheet
| Balance sheet | ||||||
|---|---|---|---|---|---|---|
| 2020 | 2019 | |||||
| £ | £ | |||||
| Balance at bank | 123 | 5107 | ||||
| Investments | 300246 | 190760 | ||||
| total assets | 300369 | 195867 | ||||
| trustees funds | ||||||
| opening balance | 195867 | 187551 | ||||
| increase in year | 104502 | 8316 | ||||
| Closing funds | 300369 | 195867 | ||||
| 0 | ||||||
| appendix | ||||||
| donations | ||||||
| crawley open house | 250 | |||||
| opera della luna | 500 | |||||
| reeds school | 500 | 1000 | ||||
| alzheimers research | 500 | |||||
| camphill village | 500 | |||||
| british legion | 500 | |||||
| Isle of wight wildlife trust | 1000 | |||||
| action medical research | 250 | |||||
| Flinders fossils | 2000 | |||||
| landmark trust | 1000 | 1000 | ||||
| trotton church | 500 | |||||
| National trust | 126 | 126 | ||||
| Crawley open house | 200 | |||||
| orbis | 1000 | |||||
| total | 7826 | 3126 |
page 2
ie bank. e ol the Charty.
Power Family Charitable trust
charity number 271459 accounts for year to 18th June 2021
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment portfolio. the investment income was higher than the previous year.
This is compensating for the low level last year when investments were briefly held in accumulation units. investment income was £8563, but donations made totalled £2876.
During the period donations of investments were received totalling £73354 from a founding trustee of the Charity. These investments have subsequently been sold and a more balanced portfolio created. A detailed list of donations is given in an appendix.
Profit and loss account
| 2021 | 2020 | |||||
|---|---|---|---|---|---|---|
| £ | £ | |||||
| Donations received | 73354 | 91793 | ||||
| gift aid receieved | 22948 | |||||
| Investment income | 8563 | 2879 | ||||
| total income | 104865 | 94672 | ||||
| Donations | 2876 | 7826 | ||||
| bank charges | 330 | 37 | ||||
| total expenses | 3206 | 7863 | ||||
| excess of income over expenses | 101659 | 86809 | ||||
| investments | ||||||
| opening value of investm | 300246 | 190760 | ||||
| addition to investments | 73354 | 91793 | ||||
| closing value | 418765 | 300246 | ||||
| increase(decrease ) in year | 45165 | 17693 | ||||
| Total increase in funds in the period | 146824 | 104502 | ||||
| Balance sheet | ||||||
| 2021 | 2020 | |||||
| £ | ||||||
| Balance at bank | 28428 | 123 | ||||
| Investments | 418765 | 300246 | ||||
| total assets | 447193 | 300369 | ||||
| trustees funds | ||||||
| opening balance | 300369 | 195867 | ||||
| increase in year | 146824 | 104502 | ||||
| Closing funds | 447193 | 300369 | ||||
| Appendix | ||||||
| Donations | ||||||
| crawley open house | 500 | 250 | ||||
| opera della luna | 500 | |||||
| reeds school | 500 | |||||
| alzheimers research | 500 | |||||
| camphill village | 500 | |||||
| british legion | 500 | |||||
| Isle of wight wildlife trust | 1000 | |||||
| action medical research | 250 | |||||
| Flinders fossils | 2000 | |||||
| landmark trust | 2000 | 1000 | ||||
| trotton church | 500 | |||||
| National trust | 126 | 126 | ||||
| Crawley open house | 200 | |||||
| orbis | 250 | |||||
| total | 2876 | 7826 |
charity number 271459 accounts for year to 18th June 2022
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment por the investment income was higher than the previous year.
This is compensating for the low level last year when investments were briefly held i investment income was £8563, but donations made totalled £2876.
During the period donations of investments were received totalling £73354 from a fo These investments have subsequently been sold and a more balanced portfolio crea A detailed list of donations is given in an appendix.
| Profit and loss account | ||||||
|---|---|---|---|---|---|---|
| 2022 | 2021 | |||||
| £ | £ | |||||
| Donations received | 73354 | |||||
| gift aid receieved | 18338 | 22948 | ||||
| Investment income | 15225 | 8563 | ||||
| total income | 33563 | 104865 | ||||
| Donations | 18634 | 2876 | ||||
| bank charges | 390 | 330 | ||||
| total expenses | 19024 | 3206 | ||||
| excess of income over expenses | 14539 | 101659 | ||||
| investments | ||||||
| opening value of investments | 418765 | 300246 | ||||
| (reduction)addition to investments | 73354 | |||||
| closing value | 390210 | 418765 | ||||
| increase(decrease ) in year | (28555) | 45165 | ||||
| Total increase in funds in the period | (14016) | 146824 | ||||
| Balance sheet | ||||||
| 2022 | 2021 | |||||
| Balance at bank | 42967 | 28428 | ||||
| Investments | 390210 | 418765 | ||||
| total assets | 433177 | 447193 |
| trustees funds | ||||
|---|---|---|---|---|
| opening balance | 447193 | 300369 | ||
| increase in year | (14016) | 146824 | ||
| Closing funds | 433177 | 447193 | ||
| Appendix | ||||
| Donations | ||||
| crawley open house | 500 | |||
| opera della luna | ||||
| reeds school | 1000 | |||
| st Andrews Wardlaw scholarship | 1000 | |||
| sussex wildlife trust | 500 | |||
| st mary the virgin shipley | 10000 | |||
| sussex hospices | 1000 | |||
| alzheimers research | ||||
| camphill village | ||||
| british legion | ||||
| Isle of wight wildlife trust | ||||
| action medical research | ||||
| Flinders fossils | ||||
| landmark trust | 1000 | 2000 | ||
| trotton church | 2500 | |||
| National trust | 134 | 126 | ||
| Crawley open house | 500 | |||
| orbis | 1000 | 250 | ||
| total | 18634 | 2876 |
Power Family Charitable trust charity number 271459 accounts for year to 18th June 2020
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment portfolio. the investment income was lower than the previous year due to Covid dividend reductions and an unintentional move into accumulation investment funds, which has since been reversed. investment income was £2878, but donations made totalled £7864, leaving very little money in th During the period donations of investments were received totalling £91793 from a founding truste These investments have subsequently been sold and a more balanced portfolio created. A detailed list of donations is given in an appendix.
Profit and loss account
| 2020 | 2019 | |||||
|---|---|---|---|---|---|---|
| £ | £ | |||||
| Donations received | 91793 | 0 | ||||
| Investment income | 2879 | 4560 | ||||
| total income | 94672 | 4560 | ||||
| Donations | 7826 | 3126 | ||||
| bank charges | 37 | 0 | ||||
| total expenses | 7863 | 3126 | ||||
| excess of income over expenses | 86809 | 1434 | ||||
| investments | ||||||
| opening value of investmen | 190760 | 183878 | ||||
| addition to investments | 91793 | 0 | ||||
| closing value | 300246 | 190760 | ||||
| increase(decrease ) in year | 17693 | 6882 | ||||
| Total increase in funds in the | period | 104502 | 8316 |
page 1
Balance sheet
| Balance sheet | ||||||
|---|---|---|---|---|---|---|
| 2020 | 2019 | |||||
| £ | £ | |||||
| Balance at bank | 123 | 5107 | ||||
| Investments | 300246 | 190760 | ||||
| total assets | 300369 | 195867 | ||||
| trustees funds | ||||||
| opening balance | 195867 | 187551 | ||||
| increase in year | 104502 | 8316 | ||||
| Closing funds | 300369 | 195867 | ||||
| 0 | ||||||
| appendix | ||||||
| donations | ||||||
| crawley open house | 250 | |||||
| opera della luna | 500 | |||||
| reeds school | 500 | 1000 | ||||
| alzheimers research | 500 | |||||
| camphill village | 500 | |||||
| british legion | 500 | |||||
| Isle of wight wildlife trust | 1000 | |||||
| action medical research | 250 | |||||
| Flinders fossils | 2000 | |||||
| landmark trust | 1000 | 1000 | ||||
| trotton church | 500 | |||||
| National trust | 126 | 126 | ||||
| Crawley open house | 200 | |||||
| orbis | 1000 | |||||
| total | 7826 | 3126 |
page 2
ie bank. e ol the Charty.
Power Family Charitable trust
charity number 271459 accounts for year to 18th June 2021
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment portfolio. the investment income was higher than the previous year.
This is compensating for the low level last year when investments were briefly held in accumulation units. investment income was £8563, but donations made totalled £2876.
During the period donations of investments were received totalling £73354 from a founding trustee of the Charity. These investments have subsequently been sold and a more balanced portfolio created. A detailed list of donations is given in an appendix.
Profit and loss account
| 2021 | 2020 | |||||
|---|---|---|---|---|---|---|
| £ | £ | |||||
| Donations received | 73354 | 91793 | ||||
| gift aid receieved | 22948 | |||||
| Investment income | 8563 | 2879 | ||||
| total income | 104865 | 94672 | ||||
| Donations | 2876 | 7826 | ||||
| bank charges | 330 | 37 | ||||
| total expenses | 3206 | 7863 | ||||
| excess of income over expenses | 101659 | 86809 | ||||
| investments | ||||||
| opening value of investm | 300246 | 190760 | ||||
| addition to investments | 73354 | 91793 | ||||
| closing value | 418765 | 300246 | ||||
| increase(decrease ) in year | 45165 | 17693 | ||||
| Total increase in funds in the period | 146824 | 104502 | ||||
| Balance sheet | ||||||
| 2021 | 2020 | |||||
| £ | ||||||
| Balance at bank | 28428 | 123 | ||||
| Investments | 418765 | 300246 | ||||
| total assets | 447193 | 300369 | ||||
| trustees funds | ||||||
| opening balance | 300369 | 195867 | ||||
| increase in year | 146824 | 104502 | ||||
| Closing funds | 447193 | 300369 | ||||
| Appendix | ||||||
| Donations | ||||||
| crawley open house | 500 | 250 | ||||
| opera della luna | 500 | |||||
| reeds school | 500 | |||||
| alzheimers research | 500 | |||||
| camphill village | 500 | |||||
| british legion | 500 | |||||
| Isle of wight wildlife trust | 1000 | |||||
| action medical research | 250 | |||||
| Flinders fossils | 2000 | |||||
| landmark trust | 2000 | 1000 | ||||
| trotton church | 500 | |||||
| National trust | 126 | 126 | ||||
| Crawley open house | 200 | |||||
| orbis | 250 | |||||
| total | 2876 | 7826 |
charity number 271459 accounts for year to 18th June 2022
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment por the investment income was higher than the previous year.
This is compensating for the low level last year when investments were briefly held i investment income was £8563, but donations made totalled £2876.
During the period donations of investments were received totalling £73354 from a fo These investments have subsequently been sold and a more balanced portfolio crea A detailed list of donations is given in an appendix.
| Profit and loss account | ||||||
|---|---|---|---|---|---|---|
| 2022 | 2021 | |||||
| £ | £ | |||||
| Donations received | 73354 | |||||
| gift aid receieved | 18338 | 22948 | ||||
| Investment income | 15225 | 8563 | ||||
| total income | 33563 | 104865 | ||||
| Donations | 18634 | 2876 | ||||
| bank charges | 390 | 330 | ||||
| total expenses | 19024 | 3206 | ||||
| excess of income over expenses | 14539 | 101659 | ||||
| investments | ||||||
| opening value of investments | 418765 | 300246 | ||||
| (reduction)addition to investments | 73354 | |||||
| closing value | 390210 | 418765 | ||||
| increase(decrease ) in year | (28555) | 45165 | ||||
| Total increase in funds in the period | (14016) | 146824 | ||||
| Balance sheet | ||||||
| 2022 | 2021 | |||||
| Balance at bank | 42967 | 28428 | ||||
| Investments | 390210 | 418765 | ||||
| total assets | 433177 | 447193 |
| trustees funds | ||||
|---|---|---|---|---|
| opening balance | 447193 | 300369 | ||
| increase in year | (14016) | 146824 | ||
| Closing funds | 433177 | 447193 | ||
| Appendix | ||||
| Donations | ||||
| crawley open house | 500 | |||
| opera della luna | ||||
| reeds school | 1000 | |||
| st Andrews Wardlaw scholarship | 1000 | |||
| sussex wildlife trust | 500 | |||
| st mary the virgin shipley | 10000 | |||
| sussex hospices | 1000 | |||
| alzheimers research | ||||
| camphill village | ||||
| british legion | ||||
| Isle of wight wildlife trust | ||||
| action medical research | ||||
| Flinders fossils | ||||
| landmark trust | 1000 | 2000 | ||
| trotton church | 2500 | |||
| National trust | 134 | 126 | ||
| Crawley open house | 500 | |||
| orbis | 1000 | 250 | ||
| total | 18634 | 2876 |