THE HARIUS CHAIUTABLE TRUST
(Charity Commission Registered Number 292652)
REPORT AND AcCOu￿Ts
FOR TIIE YEAR ENDED
5TH APRIL 2024
TRUSTEES
Colin Anthony Ilarris, ACA
Dr Andrew Richard Birkbeck Harris. BS
Thomas Ronald Harris, ACA
P¢t¢r Jonathan Ilarris, FCA
TRUST ADDRESS
38, Welford Place
Wimbledon
London SWI 9 5AJ
NB: SF.E POLICY OF THF. TRUSTEES
SET ON THE NExf PAGE

THE HARIUS CHARrfABLE TRUST
(Charity Commission Registered Iyumber 292652)
REPORT BY THE TRUSTEES FOR THE YEAR ENDED 5TH APIUL 2024
Strn¢ture, Govern2nee & Management
This t￿￿t was established 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 out on page l. together with the tn￿t'S address. They
served as trustees throughout the year, and are the sons of Martin RichaTd I laTris.
Objectii es & Activities
The objective of the trust is to make donations and grants for cFLaTitable purposes for
activities that it supwrts and is interested in. These include charities involved for th¢ public
benefit in medical research and care, social welfare, educatio￿ heritag¢ and the arts, often in
the London Bori)ugh of Merton or where the other trustees live. The trusfres choose these
charities at their sole discretion. Some of the charities are those with which the trustees are
involved. failing which the clwities are known to them. The tn￿te¢S consid¢r they have
complied with their duty to have due regards to the Charity Commission's public benefit
guidance when exercising any powers or duties to which the guidance is relevant.
The bust does not undertake any fimd-rnising activities and has no etnployees.
THE POLICY OF TEIE TRUSTEES IS TO MAKE DONATIONS ONLY TO CHARITIES
OR FOR THOSE CHARITABLE PURPOSES fN WHICH THEY ARE IwfERESTED
AND NOT TO RESPOND TO UNSOLICITE.D APPEALS.
Achievements & Perforniance
During the year, the tnLStees made donations and grants of £35:090. over 8 % more than last
year, and slightly more than the income received duTing the vear. The trustees continue
to review the level of donations given to match the Trust's kncome.
Financial Review
The net assets as at 5th April 2024 are shown on page 4.
A summary of receipts alld payments for the year is tsiven on page 5.
The Trust does not hold any assets &s custodian on behalf of other3.
Th¢ trust¢¢s ¢onsid¢r that th¢ unrealised gain on th¢ investments, which constitute the Enain
reserves of the ch￿lty, is not available for distribution. The trustees consider that the
investments should maintsin both a suitable ￿p1￿1 sum and a ￿gUlar income to meet the
trustees, needs for the level of donations and grants thev n]ight wish to make.
Report approved by the tn￿tee$ and signed on their behalf by
Colin HaTris- Trustee
Date

THE HARRIS CHAIUTABLE TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF TIIE HARIUS CHARITABLE TRUST.
I report to the trustees on my exaMI￿tion of th¢ accounts of the Harris Clwitable Tn￿ for the year
end￿ 5 April 2024.
Responsibilities and basis of report
As the charity ln￿teeS of the TTh￿ you are res￿nsIble for the Preparation of the accounts in
accordance with the requir¢m¢nts of the Charities Act 2011 ('the Act,).
I report in respect of my examination of the Tn￿t'S accounts Ca￿led out under section 145 of the
2011 Act and in carrying out my examinaiion I havc follo￿.ed all the applicable DiTections given by
the Charity Con]mission under section 145(5}(b) of the Act.
Independent examiner's ststement
I have completed my examI￿tion. I confirn] that no material mattcrs have come to my attention in
connection with the examination giving me cause to klieve that in any material respect:
accounting recoTds were not kept in respect of the Trust as ￿qUired by section 130 of the
the a¢¢ounts do not accord with those records.
I have no con¢¢rns and have come across no oth¢i 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.
Signed:
Name: Robin V DarbyshiTe
Relevant professional qualification: FCA
Address: 4J Ethelbert Road. Wimbledon, London SW20 8QE
Date:

THE HARRIS CHARITABLE TRUST
(Cbarity Commission Registered Number 292652)
ststement of Assets as at 5th April 2024
Expendible
Endowment
Fwid
Unrestricted
Funds
2023
2024
40,000 Income units in CP￿rAfund at
market value
Cost: £134 537.72
595,420
189.668.70
393.927.30
58),596.00
Bank balances with Nat Wesl
17.918 Cavendish Square
4,739.67
12,891.73
17,631.40
£613.338 'fotat A&sets
£194,408.37 £406,819.03 £601,227.40
Moven]ent in Assets
648.378
As at 5th AprKI 2023
198,935.17
414,402.75
613,337.92
Unrealised apprecialion/(depreciation)
(36,164) in value of inv¢stm¢nt duTing the year
Excess of receipts over payments /
1,124 (payments over receipts) for the year
(3.842.80)
(7,981.20) (11.824.00)
{684.00)
397.48
{286.52)
£613,338 Total assets as at 5th April 2024
£194,408.37 £406,819.03 £601,227.40

THE HARIUS CHARITABLE TRUST
{Charity Commissioll Registered Number 292652)
Receipts & Payments Account For The Year Ended 5th April 2024
Exp¢ndible
EndowTnent Unrestricted
Fund
Funds
202212023
Recei
202312024
33,400
Dividends from Charifimd
11,180.00 23,220.00
34,400.00
163
Bank Inte￿$t
145.00
286.13
431.13
33.563
Total recei
11.325.(K)
2J,506.13
34,831.13
32,340
Charitable donations and
12.000.00
9.00
23.090.00
18.65
35.090.00
27.65
Bank ¢
Excess of recei
ts over
over Te¢ei
for the
entsl
vments
£1,123.51
£(684.00)
£J97.48
£(286.52)
The followin
donations and
ear of £1 000 and over are included
above
2,000
2.000
1,250
2,000
1.300
2.200
3.800
British Heart Foundation
MS Society. Mcrton
PaTkinsons UK
Anthony Nolan Trust
Samaritans
Mind
DEC
Adoption UK
Drapers Charitsble Funds
Alzheimers Research UK
Place2Be
Cancer Reasearch UK
Centrewint
Bookmark Readino Charlty
2,000
2,000
2.000
2,000
2,000
2.000
1,200
2.250
1.200
250
2.000
6,500
6,500
2.000
2,000
2,000
2,000
2,000
2,000
2.000
1,000
3,000
1,000
1,000
3.000
1.000