CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 2210612024 Period start date To 2110612025 Period end dats Charity name: DOCTOR AND MRS ALFRED DARLINGTON CHARITABLE TRUST Charity registration number: 283308 Objectives and Activities SORP reference Surnmary of the purposes of the charity as set out in its governing document Para 1.17 In accordance with the temis 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 ServIS identified in the accounts. Statement confirming whether the trustees have had regard to the guidan issued by the Charity Commission on public benefit Par& 1.17and 1.19 The Trustees are satisfied that these purposes remain charitable 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 of the Charity Ad 2006 to have due regard to publiG benefit guidance published by the Charity Commission. Additlonal Information (optional) You ma hoosè to include further statements where relevant aboLrt: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including prograrn related investment Para 1.38 Contribution made by volunteers
Other Achievements and Performance SORP reference Make income payments to charitable institutions (Reg charity no 283308) favouring those operating in the East Devon and West County charities which support those affected by in accordance with the temis of the Trust. Summary ofthe main achievements of the charity, identifying the difference thè charity's work has made to the circumstances of its beneficiaries and any wrder benefits to society as a whole. Para 1.20 Addltlonal Information (optional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Performance ol fundraising activities against objectives set Para 1.41 Investment performance 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, but all income is paid to various organisations. The Trustee is satisfied with 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 reserves held Reasons for holding zero reserves P4ra 1.22 Para 1.22 Zero This Trust invested in a professionally managed portfolio. Trusl does not have any activities for which reserves would be re uired. None Para 1.22 Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Pats 1.24 Pata 1.23 None Addltional infomiation {optional) You ma choose to include further statements where relevant about: The charity's principal sources of funds (including any fundraising} Pawa 1.47 Investment policy and objectives including any social investment policy adopted pa 1.46 A description of the principal risks facing th8 charity Para 1.46 other
Structure, Governance and Management Description of charity's trusts.. Type of governing document Iru>l d-ed, ro al charter How is the charity constituted? le.g unincorporaled as8ociation, CIO 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 Par8 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 Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Reference and Administrative details Charit name other name the charit uses istered charit number Charity's principal address Dr and Mrs Alfred Dartin ton Charitable Trust 283308 Lloyds Bank Private Banking UK Trust Centre 3 City Park The Droveway Hove BN3 7AU
Names of the charity trustees who manage the charity Dates acted If not for whole ear Trust•• name Offlc8 Ilf any) Name of person lor body) entltled toa olnt trustee Ifan Lloyds Bank plc 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the dale the re Dlr8Ctor name See Lloyds Bank pl¢ website ortwasa roved Name of trustees holding title to property belonging to the charity TwstsÈ name Datés •et•d if not for wholè èar Llo ds Bank Ic.
Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects Delails of aangeMentS for safe custody and segregation of such assets from the charity's own assets Additional infomiation (optional) Namès and addresses of advisers (Optional inforniation Type of Name Address adviser Name of chief executive or names of senior staff members (Optional infomiation) Exemptions from disclosure Reason for non-dis¢losure of ke ersonnel details Other o tional infonnation
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Slgnature(s) Full name{s) Position {eg Secretary• Chair. etc) Susan Spain Senior Manager Date 2110112026
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent ExamineVs Report Report to the trustees DOCTOR AND MRS ALFRED DARLINGTON CHARITABLE TRUST On accounts for the year ended 2110612025 Charity no (if any) 283308 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust.) for the year ended 2110612024. Responslbilitles and basis of report As the charity's trustees. you are responsible for the preparation of the accounts in accordance with the requirernents of the Charities Act 2011 ('th8 Act.). I report in resped of my examination of the Trust's accounts Carried out under seciion 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){b) of the Act. Indopendont I have ¢ompleted my examination. I confirm that no material matters have examiner's ststement come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act- or th8 accounts did nol accord with the accounting records; or I have no conrn$ 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 understanding of the accounts to be reached. Date: 23 March 2026 Signed: Name: R L H CRAWFORD BA CA CTA Relevant professional quallflcatlon(s) or body Ilf any): MEMBER OF THE INSTITUTE OF CHARTERED ACCOUNTANTS OF SCOTLAND Address.. JEFFREY CRAWFORD & Co 25 CASTLE TERRACE EDINBURGH. EH12ER IER Oct 2018
Section B Disclosure Only complete if the examiner needs to highlight material matters of concein (see CC32, Independent examination of charity accounts= directions and guidance for examiners). Glve here brlef detalls of any items that the examiner wishes to disclose. IER Oct 2018
CHARITY COMMISSION FOR ENfjLANDAND WALES DOCTOR AND MRS ALFRED DARLINGTON CHARITABLE TRUST Receipts and payments accounts CC16a For the period from To 2210e12024 2112025 Section A Receipts and payments Unrestrlcted funds tr• the neawt Rostrlcted funds Endowment lunds Totsl funds Last yoar toth• nearn$t£ to thg n•aro8t £ tothg r*•re8t£ to the nearest A1 Rgcelpts INCOME INTEREST REFUIIDOF FEE 60.262 2.017 62,497 2.017 Sub total{Gross income for AR) 61279 8127 6U71 A2 AsBgt and Investfflent 3alos,19ge table). SALES 1,144.108 1,144108 25,928 Sub total q,144108 1,144,10B Tot41 receipts 62.279 1.14£108 1.206.387 90.399 A3Pa GRANTS FEES ACCOUNTANT FEE ents 16.674 16.674 Sub total 18M8 14018 A4 Asset and Investsn8nt purchase¥.18ee table) PURCHASES 1.136.429 1.136.429 fj.D93 Sub total 1.136.429 1.136,429 6.093 Totalpayments 1,164.447 1,1S4,447 59,093 Net of recelptslfpayments) A5 Transfer5 betwèen funds A6 Cash funds last year end Cash funds this year end 62,279 10.339 61.940 31.306 67.330 129.609 47.713 37.374 115.043 166.983 83.737 115.1)43 CCKX R1 accounts ISSI 2310312026
Section B Statement of assets and liabilities at the end of the period Unre$tricted fund to nearest£ Rg$tri¢tod funds to nEarest£ Endowmén t lunds lo nearpJt£ Categorles Dètalls B1 Cash funds CASH 37A74 INCOME 129.609 Total cash funds 129.609 37A74 Unrestricted funds to ne8re8t e Restrtcted funds to wrest É Endowmen t funds to noarost É Detalls Futhd towhich #set bolon Details s pervalulltion CostloplloMI1 Cuff&ntvAIuo Ilona 2,492,851 B3 Investment assets Fund towhkh a&$8t b810 CunanivaO onal Oetails Costloptionall B4 A850ts retalned lor the charlty's own use Fund lo whlch Uablllty relate Amwnt duo onal When du8 Dèlall$ Signed by orts or trustees on behaKof all the Iru51ees Signature Print Name Date of roval CCXX R2 a¢¢ount8 ISSI 231031202fj