**Trustees' Annual Report for the period** Period start date Period end date 01 04 2021 31 03 2022 **From** **To** ## Section A Reference and administration details **Charity name** Donald MacKay Trust **Other names charity is known by** **Registered charity number (if any)** 298083 **Charity's principal address** 9 Highway Lane Keele Staffordshire **Postcode ST5 5AN** ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Jeremy Lefroy Treasurer
Professor Janet Secretary
2
Lefroy
Dr Elizabeth
3
Thompson
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Trust Deed Type of governing document - (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Existing trustees Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** March **2012** **TAR** 2 (I) To advance the Christian faith (II) To relieve poverty, distress and suffering in any part of the world. **Summary of the objects of the charity set out in its governing document** Support for education, and in particular medical and nursing education Support for training in vocational and employments skills. Welfare support (including food and medical aid, particularly in the context of the Covid-19 pandemic and in areas of conflict) Support for the work of churches in Staffordshire and elsewhere. Support for voluntary groups in Staffordshire and elsewhere in the UK. Support for peacebuilding work. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Section D Achievements and performance March **2012** **TAR** 4 Section D Achievements and performance ## **Summary of the main achievements of the charity during the year** ## The Trust was able to - a) facilitate the vocational training of 20 young people so that they could gain employment in the tourist industry in Tanzania; - b) continue to support the Training for Life programme for young people in Tanzania for its 26[th] year of operation; - c) support medical training for one medical student and one nurse who would otherwise have been unable to study; - d) support a low-income community to buy food and medical supplies during the pandemic when paid work was unavailable; - e) support careers education in schools severely impacted by a serious economic crisis; - f) support food banks in Staffordshire; - g) support churches in Staffordshire which provided services to the community throughout the year. ## **Section E Financial review** March **2012** **TAR** 5 ## **Brief statement of the charity’s policy on reserves** It is the policy of the Charity to hold a maximum of 6[th] months’ expenditure in reserves. In practice, reserves are much lower than this as the Charity has no overheads and its expenditure consists of discretionary grants, **Details of any funds materially in deficit** None ## **Further financial review details (Optional information)** The Charity’s principal source of funds is regular donations by You **may choose** to include its trustees. Some other income is also received from other additional information, donors for specific projects. where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; All expenditure has been made in accordance with the key objectives of the Charity as set out above. The Charity’s resources are kept in a bank current account. It holds no investments. - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Jeremy John Elton Lefroy **Position (eg Secretary,** Treasurer **Chair, etc) Date** 17-01-2023 March **2012** **TAR** 6 Section B Balance sheet Retstri¢tsd In¢om• fund* Unrnstrlct•d fundi Endovmwnt Tolal th1• funds year Total last year Fixed assets Tangible assets FOI F02 F03 F04 F05 (Note 91 Investments (Note 10) Tot•1 rued assets Current assets Stock and work In progr￿$ Debtors (Nots 111 hort temi) Inv•$kn•nts Ca¥h at bank and In hand Total current •s$ots 3,125 6,000 9,125 4,267 4,272 rodltor8: •mounts lalllng du• wlthln one year (Notè 121 BIO 4.152 4,152 4,831 Net cunynt asse￿(lIabIlItIe¥j B11 115 120 4,294 Total ••$•ts h•4 eUff•nl liabllkn• B12 4,294 Crodltor8: amounts falllng due after one year (Not• 121 813 Provl8lon$ for Ilabllltles and charg0• 814 Net assets B15 115 120 4.294 Funds of the Charity Unrestricted funds BIO 115 120 4,294 B17 Restrfcted Income funds (Not• 13) Endowment funds (Not• 131 Bl8 Bl Total funds 115 120 4,294 Signed by one or truste8¥ on bèhall of all the Iruslees Swnalure Prirrt Narne D81& of roval 07101r2023 i&l.,I' CC17a (Excell 07101r2023 296083 Annual accounts for the eriod CC17a PerK#Y *rt date Pe[￿ eNJ 0110412021 To 3110312022 Section A Statement of financial activities R•5tricted Unr•¥triGt•d Incom• End<)Thrt Total th1• funds funds tunds R¢¢omm•nd•d eAtegorie$ by actlvlty Lktsill of own Total14•t Incomlng rmourcas (Note 3 F01 F02 F03 F04 F05 Incomlni r•sour¢•s frorn g•n•rat•d lunds $02 S03 Incoming r•Aoyr¢•s from charrt•tyl• a¢¢NthJ Oth•r In¢omlng F•sourc•s Total Incomlng mourns Re8our¢o8 •xp•nd•d (Not•$ 44 46 075 1,925 48,000 48,733 CoJ¢J of G•n•rntkng Fund• offl• ¢h•rtt•bh •dlv*l•s sio 43 944 Qov•rnin¢• co•ts 170 170 260 Oth•r Th￿Ule•% •xp•nd•d $12 Total resouYc•s ex￿nded s13 N•t IneomlW(outgolnql r••oureu b•lorn 50 254 52 174 44 204 4,179 4,174 4,529 Gross Iran•fern between fund¥ 815 Not in¢omlntyfourfgolnpJ rnsOUrt￿ b•for• oth•r rne0pni4•dg•1n￿rno￿￿ si8 - Other recognised gainslllosses) Gains and losses on r8valuatson of fixed aggets for the Chari￿$ ¢Jvm u 4179 $17 G8ins and losses on inv•strn8nt oss•ts 81 Net mvemoni in funds s19 Totsl fund8 brought forward Total funds carrled fonvarf s21 $20 4,294 4,294 235 115 120 4.294 CC17a IExcel) 0710112023 (HARITY COMMISSION I FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinevs Report Report to tho trusteesl members of On accounts for Ihe year ended 31 51 2tr7L Chartty no Ilf any) Zq8093 Set out on pag•s I report lo the Irustees my examination of the acLounts of the atjove charity (Ihe Trust"} for the year ended 3110 31 As the charivs trustees, you are resrN)nsible lor the preparalion of the accounts in accordance with the requirements of the Charitles Act 2011 {"the Adl. Responslbllltl•s and basls of report I rewt in resped of my examination of the Trust's ac¢ount$ carried out under section 145 of the 2011 Acl and in caryng out my examination, I have followed all the apF4icable Directions given by Ihe Charity Commission under section 145(5Xbl of the Act. Independent trhe charitys gros examiner's statement undertake the e applicat4e li e èxceèded £250,000 and l am qualified to ation by being a qualrfied member of linsert narne of yll. Delele I l rfnot 8pplic8ble. I have completed My examination. I confinn that no matenal matters have come to my attention in connection with the examination loth8r than that disclosed below ") bthich gwes me cause to believe that in, any material respect.. Ihe accounting records ¥we not kept in accordance With section 130 ol the Charilie5 Acl., or the accounts did not accord Vlith Ihe accounting r8COTds; or the accounls did not comply ￿lIh the applicable requirements concerning the form and content of accounls set out in the Charities (Accounts and Reports) Regulab.c￿S 2008 other than any r8quirement that Ihe accounts give a 'true and fair, view vknich is not a matter onsidered as part of an independent examination. I have no concems and have come acfOSS no other matters in connection wFth the exarnination lo which att8ntion should b& drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the words in the brackets rfthey do not appty. Slgned: Date: igl 01 2923 Name: Relevant professional qualifi¢ation{sl or body FELLO￿ Gf Ir4)SlitT￿￿ CHfrR1fft&b 4 LOAt£S ME fvjo Oct 2018 IER {If any): Addre5S: WÉf K£É S7 TZ&. Section B Disclosure Only cornplele If the examiner needs lo highlight malefial matters of concern (see CC32, Independenl examinab.on of chanly accounts.. directs.ons and gui¢Yance for examiners). Give here brief detalls of any items that th• examiner wishes to dlsclos•. IER Oct 2018