THE HARIUS CHARITABLE TRUST (Charity Commission Registered Number 292652) REPORT AND ACCOUNTS FOR THE YEAR ENDED 5TH APIUL 2022 TRUSTEES Colin Anthony Harris, ACA Dr Andrew Riclwd Birkbeck Harris. MB BS Thomas Rordd Harris, ACA P¢ter Jonathan Harris, FCA TRUST ADDRESS 38. Welford Place Win]bledon London SW19 5AJ NB: SEE POLICY OF THE TRUSTEES SET OUT ON THE NEX[ PAGE
THE HARRIS CHARrrABLE TRUST (Cb2rity Commission Rwstered Number 292652) REPORT BY THE TRUSTEES FOR THE YEAR ENDED 5TH APRIL 2022 Structure, GovernaDee & Management This trust was ¢stab]ished by Martin Richard Harris by deed dated 29th March 1966. This imposes no restrictions on the distribution of funds for charitable purposes. The names of the trustees are set on page I, together with the trust s address. They served as trustees thmughout the year, and are th¢ sons of Martin Ricbard HaTTiS. Objectives & Activities The objective of the trust is to make donatiODS and grants for charitable puryoses for activities that it supy)rts and is interested in. These include charities involved for th¢ public benefit in medical research and care. social welfare, education, heritage and th¢ arts often in the London Borough of Merton or wher¢ the other trteeS live. The trustees choose these charities at their sole discretiorn Some of the cbarities are those with which the truste¢s are Involve failing which the charities are known to them. The trustees consider they have complied with their duty to have due regards to the Charity Comn]Kssion's public benefit guidance wbell exercising any tK>weTS or duties to which the guidance is relevant. The tt does nol undertake any fulld-raising activities and has no employees. THE POLICY OF THE TRUSTEES IS TO MAKE DONATIONS ONLY TO CHARITIES OR FOR THOSE CHARITABLE PURPOSES IN WHICH 'fHEY ARE TERESTED AND NOT TO RESPOND TO UNSOLICITED APPEALS. Achievements & Perfornlance During the year, the trustees made donations and grants of £30,590, marginally more than last yeaT, and slightly more than the income received during the year. The trustees will continue to review the level of donations given to match th¢ TnLSt's income. Financial Review The net assets as at 5th ApTiI 2022 are shown on page 4. A SUMM of receipts and payments for the year is given on page 5. The Trl does not hold any &ssets &s cwtodian on behalf of others. The trustees consider that the unrealised gain on the investments, which constitute the main reserves of the charity, is not available for distributio The trustees ¢onsid¢r that the investments should maintsin a suitable capital sum and a regular income to meet the trstee$, needs for the level of donations and grdnts th¢y might wish to make. Report approved by the trustees and signed on their half by Colin Harris- Trustee Date itr J
THE HARRIS CHARITABLE TRUST INDEPENDENT EXAMINF.R'S REPORT TO THE TRUSTEES OF THE HARRIS CHAIUTABLE TRUST. I report to tbe truste¢s on my examinthon of the accounts of th¢ Ha1$ Clwitable TnLSt for the year ended 5" April 2022. ResponsibRlities and basis of report As the charity tSteeS of the Trll you are resFK)nsible for the preparation of the accounts in accordance with the requirements of the Clwities Act 2011 ('the Act.). I report in respect of my examination of the TnLSt's accounts Carri 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 Con)mission under section 145(5)(b) of the Act. ndependent examiner's ststemellt I have completed my examination. I confirnl that llo material matters have come to my attention in connection with the exatllinthon giving me cause to believe that in any material respect: accounting records were not kept in resrect of the Trust as required by section 130 of the the accounts do not accord with those recor(Ls. I have llo concerns and bav¢ come across no other rllatters in comiection with the examination to which attention should be drawn in this rqrt in order to enable a proper understanding of the accounts to be reached. Sign¢d.. Name: Robin V Darbysbire Relevant professional qualification: FCA Address: 43 EthelL RO wimbledo lldOn SW20 8QE Date". J (kn 2L>LS
THE HARIUS CHARITABLE TRUST (Chaiity Conunission Register¢d Number 292652) Statement of Assets as at 5th April 2022 Expendible Endowment Fund Unrestricted Funds 2021 2022 40.0(M) Income uDits in cknIf at market value Cost: £134 537.72 i88,788 205264.80 426,319.20 631,584.00 BaDk balances with Nat WesL 17,413 Cavendish Square 6,548.67 10.245.74 16,794.41 £606,201 Total Assets £211,813.47 £436,564.94 £648.378.41 Movement in Assets 481,324 As at 5th April 2021 198,163.77 408,036.76 606,200.53 Unrealis¢d appreciationl(depreciation) 129,676 in value of investment during the year Ex¢¢ss of receipts over payments I (4,799) (payments over receipts) for tb¢ year 13,908.70 28,887.30 42,796.00 (259.00) 359.12) (618.12 £606,201 Total &ts &s at 5th April 2022 £211,813.47 £436,564.94 £648.378.41
TItE HARIUS CHARtrABLE TRUST (Ch#rity Commi&sioll Registered Number 292652) Receipts & Pay)Dellts Ar¢ouJAt For The Ye#r Ended 5th April 2022 Expendible EndoThrynent Unrestricted Fund Funds 202012021 202112022 25.800 Dividends from Charifund 9,750.00 20,250.00 30,0.00 13 Bank interest 2.03 3.03 25,813 Tolal recei 9,751.00 20252.03 30,003.03 30,585 27 Charitable donations and 10.O(K).(X) 10.00 20.590.00 21.15 30,590.00 31.15 Bank char es Excess of recei over recei for the over £(4,799) £(2i9.00) £(359.12) 618.12) The followin donations and ts durin ear of £1 000 and over are included above 2,000 2,000 1,000 1,000 2.000 Britlsh Heart Foundation MS Society, Merton Parkinsons UK Oxford Hospitals Charity Antony Nolan Tn 2,000 2,000 2,000 2,000 2.000 2,000 1,000 2,300 5,500 2,000 1,000 2,300 5.500 2,000 2,300 Mind DEC London Youth Choirs Drapers Gift & Lgacy Fund Crisis UK Centrewint Drapers Charitable Funds Alzbeimers Research UK 2,000 1.500 1,500 2,000 2.000 2,000 2.000 2,000