charity number 271459 accounts for year to 18th June 2023 Power Family Charitable Trust
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment portfolio. the investment income was higher than the previous year due to the increase in investment
During the period donations of investments were received totalling £201772 from a foundin These investments have subsequently been sold and a more balanced portfolio created. A detailed list of donations made is given in an appendix below these accounts.
| Proft and loss account | ||||
|---|---|---|---|---|
| 2023 | ||||
| £ | ||||
| Donations received | 201772 | |||
| gift aid receieved | ||||
| Investment income | 17332 | |||
| total income | 219104 | |||
| Donations | 42147 | |||
| bank charges | 360 | |||
| total expenses | 42507 | |||
| excess of income over expenses | 176597 | |||
| investments | ||||
| opening value of investments | 390210 | 0 | ||
| (reduction)addition to investments | 201772 | |||
| closing value | 556514 | 390210 | ||
| increase(decrease ) in year | -35468 | |||
| Total increase in funds in the period | 141129 | |||
| Balance sheet | ||||
| 2023 | ||||
| Balance at bank | 17792 | |||
| Investments | 556514 | |||
| total assets | 574306 |
| trustees funds | |||
|---|---|---|---|
| opening balance | 433177 | 0 | |
| increase in year | 141129 | 404749 | |
| Closing funds | 574306 | ||
| Appendix | 0 | ||
| Donations | |||
| crawley open house | |||
| opera della luna | |||
| reeds school | |||
| st Andrews Wardlaw scholarship | 40000 | ||
| sussex wildlife trust | 500 | ||
| st mary the virgin shipley | |||
| SW MS therapy | 500 | ||
| sussex hospices | |||
| alzheimers research | |||
| camphill village | |||
| british legion | |||
| Isle of wight wildlife trust | |||
| action medical research | |||
| Flinders fossils | |||
| landmark trust | 1000 | ||
| trotton church | |||
| National trust | 147 | ||
| Crawley open house | |||
| orbis | |||
| total | 42147 |
ts held.
g trustee of the Charity.
2022 £ 18338 15225 33563 18634 390 19024 14539
390210 404749
2022 42967 390210 433177
404749
1000 1000 500 10000 1000
1000 2500 134 500 1000 18634
charity number 271459 accounts for year to 18th June 2023 Power Family Charitable Trust
Trustees Report
The trustees have continued to use Cazenove Capital to manage the investment portfolio. the investment income was higher than the previous year due to the increase in investment
During the period donations of investments were received totalling £201772 from a foundin These investments have subsequently been sold and a more balanced portfolio created. A detailed list of donations made is given in an appendix below these accounts.
| Proft and loss account | ||||
|---|---|---|---|---|
| 2023 | ||||
| £ | ||||
| Donations received | 201772 | |||
| gift aid receieved | ||||
| Investment income | 17332 | |||
| total income | 219104 | |||
| Donations | 42147 | |||
| bank charges | 360 | |||
| total expenses | 42507 | |||
| excess of income over expenses | 176597 | |||
| investments | ||||
| opening value of investments | 390210 | 0 | ||
| (reduction)addition to investments | 201772 | |||
| closing value | 556514 | 390210 | ||
| increase(decrease ) in year | -35468 | |||
| Total increase in funds in the period | 141129 | |||
| Balance sheet | ||||
| 2023 | ||||
| Balance at bank | 17792 | |||
| Investments | 556514 | |||
| total assets | 574306 |
| trustees funds | |||
|---|---|---|---|
| opening balance | 433177 | 0 | |
| increase in year | 141129 | 404749 | |
| Closing funds | 574306 | ||
| Appendix | 0 | ||
| Donations | |||
| crawley open house | |||
| opera della luna | |||
| reeds school | |||
| st Andrews Wardlaw scholarship | 40000 | ||
| sussex wildlife trust | 500 | ||
| st mary the virgin shipley | |||
| SW MS therapy | 500 | ||
| sussex hospices | |||
| alzheimers research | |||
| camphill village | |||
| british legion | |||
| Isle of wight wildlife trust | |||
| action medical research | |||
| Flinders fossils | |||
| landmark trust | 1000 | ||
| trotton church | |||
| National trust | 147 | ||
| Crawley open house | |||
| orbis | |||
| total | 42147 |
ts held.
g trustee of the Charity.
2022 £ 18338 15225 33563 18634 390 19024 14539
390210 404749
2022 42967 390210 433177
404749
1000 1000 500 10000 1000
1000 2500 134 500 1000 18634
CHARITY COMMISSION FOR ENGLANO ANO WALES Independent examiner's report on the accounts Section A Independent Examiner's RÈport Report to the truslM•l mambers of Power family Charilable trust On accounts for the year 18th June 2023 Chartty no (If any 271459 S•t out on pag•s I report to the trustees on my examination of a(xy)unts of the above charity (Ihe Trusf) for the year end8d 181LW2023 Regponslbllltle$ and As the chanty trustees of Trust. you are responsible for the preparatlon ba•1• of report of the accounts in ac£ordance with the requirements of Ihe Charities Act 2011 (Ihe Act.). I rewt in resw of my examinatlon of the Trust's accounts carrled out under section 145 of the 2011 Act and in carying out my examinalion. I have followed the applicable Directs'ons given by th8 Charity Commission under section 145(5Xb) of the Act. I have compl8ted my examination. I confirm that no Mate81 matters have come to my attenbon {other than thal disdosed below ') in connection with the examination which giv8s me cause to believe that in. any malenal respect: accounting re(x)rds re not kept in accordance with section 130 of the Act or the accounts do not accord wrth the accounting r8cords I have no concerns and have Come acr¢5 no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the a(unIS to b8 aChed. ' Ple8 elete the words in the bTrckets rflhey do not apply. Independont oxamlnorfs Statement Slgned: Name: 15£ Relevant profess1¢41 quallficatlon(8) or body (If any): féLtsh] OF I¢A£ Address: JuMTRXL4 A31 IER October 2018