CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 2210612023 Period start date To 2110612024 Period end date Charlty name: DOCTOR AND MRS ALFRED DARLINGTON CHARITABLE TRUST Charity registration number: 283308 Objectives and Activities SORP refence Summary of the purposes of the charity as set out in its governing document Para 1.17 In accordan with the terms of the Trust, grants are paid to registered charities operating in the East Devon area specifically, and also charities operating in the West County. Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confiming whether the trustees have had regard to the guidance issued by the Charity Commission on public b8nerrt Par81 17and 1.19 The Trustees are satisfied that these purposes remain chantable and for the public benefit, being for the benefit of such registered charities as the Trustee 'select. Para 1.18 The Trustees have complied with the duty in Section 4 ofthe Charity Act 2006 to have due regard to public benefit guidance published by the Charity Commission. Addltlonal Infomiatlon (optlonal) You ma choose to include further statements where relevant about: SORP teferen Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other Achievements and Performance SORP referen Make income payments to charitable institutions (Reg Charity no 283308) favouring those operating in the East Devon and West County charities which support those affeded by in accordance with the terms of the Trust. Summary of the main achievements of the charity, bdentifying the differen the charity's work has made to the circumstances of its beneficiaries and any wider benefrts to society as a whole. Para 1.20 Addltional Information (optional) You ma choose to include further statements where relevant about: Achievements against obje¢tives set Para 1.41 Perfornan¢e of fundraising activities against objectives set Para 1.41 Investment performan against objectives Para 1.41 Other
Financial Review Review of the Charity's financial position at the end of the period Para 1.21 The trust's assets consist entirely of a professionally managed investments portfolio. The capital is held permanently in Trust, bul all in¢ome is paid to various organisations. The Trustee is satisfied wilh the mana ement of the investments. The Trustees do not have a policy on reserves. Statement explaining the policy for holding reserves statin are held Amount of serveS held Reasons for holding zero reseNes Para 1.22 Para 1.22 P8ra 1.22 Zero This Trust invested in a professionally managed portfolio. Trust does not have any activities for which reseNes would be re uired. None Details of fund materially in deficit Explanation of any uncertainties about Ihe charity ¢ontinuing as a going concern F¥ra 1.24 Para 1.23 None Additional inforniation (optional) You ma choose to include further statements where relevant about.. The charity's principal sources of funds (including any fundraising) Para 1.47 Investrnent policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts: Type of governing document Irusl Lletsd. ro .41 chailer How is the charity constituted? le.g Liiiincorporaled association, Glo Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Trust Deed Para 1.25 Appointed by Deed Dated 6 July 1981 and subsequent appointments of existing Trustees thereafter. Para 1.25 Trustees are appointed in accordance with the Deed. Additional information (optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees Par8 1.51 The charity's organisational structure and any wider network with which the hariiy works Para 1.51 Relationship ¥vith any related parties Para 1.51 Other Reference and Administrative details Charity name DOCTOR AND MRS ALFRED DARLINGTON CHARITABLE TRUST Other name the charit uses Re istered chari number Charity's principal address 283308 Lloyds Bank Private Banking UK Trust Centre The Clock Hous8 22-26 Ock Street Abingdon OX14 5SW
Names of the charlty trustees who manage the charity Dates acted If not for whol• ear Trustee name Office (if any) Namo of p•rson lor body) •ntltl•d toa Int trustee Lloyds Bank plc 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the diredors at the date the re Dlrector name ortwasa roved See Lloyds Bank plc website Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole ear Llo ds Bank
Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects ofthe charity on whose behalf the assets are held and how this falls within the custodian tharity's objects Details of arrangements for safe custody and segregation of suth assets from the ¢haTity's own assets Additional information (optional) Names and addresses of advisers (Optional infomialion) Type of Name Address adviser Name of chief executive or names of senior staff members Ioptional infomiation) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full namè{s) Position (eg Secretary. Chair. etc} Simon Poyser Trustee Date 1711212024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of DOCTOR AND MRS ALFRED DARLINGTQN CHARITABLE TRUST On ac¢ounts for the year ended 2110612024 Charlty no (if any 283308 Set out on pages I report to the trustees on my examination of the accounts of the above charity (Ihe Trust") for the year ended 2110612024. Responsibilities and As the charty trustees of the Trust. you are responsible for the preparation basis of report of the account5 in accordance with the requirements of the Charities Act 2011 ('Ihe Acr). I report in respect of my examination of the TTUSt's a¢¢ounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Diiections given by the Charity Cornmission under section 145(51{b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below") in connection with the examination which gives me cause to believe that in. any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examlnerfs statement have no ¢on¢ems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Date: 3 April 2025 Slgned: Namo: R L H CRAWFORD BA CA CTA Relevant professlonal quallflcatlonlsl or body (rf any): MEMBER OF THE INSTITUTE OF CHARTERED ACCOUNTANTS OF SCOTLAND Address: JEFFREY CRAWFORD & CO 25 CASTLE TERRACE EDINBURGH, EH12ER IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts= directions and guidance for examiners). Give here brief details of any items that the examiner wishes to dlsclose. IER OGtober 2018
CHARITY COMMISSION FOR ENGiANO AND WAIES DOCTOR AND MRS ALFRED DARLINGTON CHARITA8L Receipts and payments accounts CC16a Forth• from To 22.06.2023 21.C6.2024 Section A Receipts and payments Llnre$trf¢t¢d funds loth? nrat Re$trf¢t¢d lund8 endowm¢ni fund$ Total fund$ Las¢year thè ntrar*st£ tothè hèar•st£ tothty hèaM8t£ to Iho n•&rèst£ A1 Recei INCOME INTEREST REFUNO OF FEE 62.497 96 82.497 52.rnl 1MT8 l.B78 Sub total(Gross income for AR) 1.878 6V71 S258 A2 A¥8et and Inv&stm•nt ule¥. 18ee table). SALES 2S.92B 25.920 321.rn Sub total 25,928 26,928 321,rn) 62.S93 27.806 374.649 A3Pa GRANTS FEES ACCOUNTA[ FEE nts 53,ThJO 28,QTrJ 16,599 360 Sub total 53.WO 44.959 A4 A$8et and InVtment urchases. see table PURCHASES 8.093 (053 311.020 Sub total 4093 6.093 311,020 Totalpayments 53,OC<I 6,093 59.093 355,979 Net olreceipts/(payments) AS Tran¥f?r¥ between fund5 A6 Cash funds last year end Cash funds this year end 9,593 21,713 31.306 18,670 57,737 67.330 26,000 47.713 B3,737 115.1)43 65.067 83.737 CCXX R1 ac£ounts ISSI 0310412025
Section B Statement of assets and liabilities at the end of the period Unrestrlctèd R•$trlcted funds funds noare8t £ to n•aTr8t£ Endowment funds to neorest£ Categorie5 Details 81 Ca8h fund8 CASH 47.713 INCOME 67230 Total cash funds 67.330 47.713 [Wbathncesw¥h(ocipts paymth Unrestri¢ted funds to n¢aregt £ Rèstricted furKIs tg ne•te•t£ Endowm•nt funds Detalls B2 Other monetary a$s•l$ Fund lo whlch a5SQt belon Current val Details Ay per attknl VU1 Cost lopUonAII 1372,764 Futhd towhi¢h ¥gt b9n crr* valu• orMI Detalls costloptnalI B4 Assets rètalned for thg charity's ¢)wn use tovthlch lates Amount du• tional Whon d Ilona Detalls 85 Llabllltles Signed by orte or trustees on b8haW ofall th8 trus1885 Date ol roval SvJnature Print Name Simon Pos 1711212024 CCXX R1 accounts ISSI 0311)412025