THE RON & LYN PEET TRUST
Report for the year ended 31[st] December 2023
The charity continues to make donations and grants to other charities and voluntary bodies associated with arts and culture, but also to religious organisations and organisations supporting poverty relief and health charities. Donations were made with due regard to the Charity Commission’s public benefit guidance.
Donations for the year totalled £19,600 of which one third was for arts charities. The donations were as follows:
| ARTS Haslemere Music Society Haslemere Educational Museum Watts Gallery Glyndebourne GENERAL Cancer Research UK Samaritans St Mungo’s The Simon Community Friends of the Elderly Shelter Glass Door Homeless Charity Crisis Sightsavers Anthony Nolan Trust Alzheimer’s Research UK British Heart Foundation |
1,500 2,100 1,000 2,000 6,600 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,500 1,500 13,000 |
1,500 2,100 1,000 2,000 |
|---|---|---|
| 6,600 | ||
| 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,500 1,500 |
At the end of the year, the Trust Fund amounted to £248,654.
Investments are shown in the balance sheet at cost. The corresponding market value at 31 December 2023 was £342,010.
There were no changes to the Trustees during the year.
THE RON & LYN PEET TRUST
Accounts for the year ended 31[st] December 2023
Revenue Account
| Revenue Account | ||||
|---|---|---|---|---|
| INCOME | EXPENDITURE | |||
| Dividends | 22,606 | Donations | 19,600 | |
| Interest | 3,087 | Excess of income | Excess of income | |
| over expenditure | 6,093 | |||
| £25,693 | £25,693 | £25,693 | £25,693 | |
| STATEMENT OF ASSETS AND LIABILITIES | ||||
| Fund at beginning 242,562 |
242,562 | Investments 134,127 |
134,127 | |
| of year | ||||
| Plus excess of | ||||
| Income over expenditure __6,093 | Income over expenditure __6,093 | Current account 114,527 | Current account 114,527 | |
| £248,654 | £248,654 | £248,654 | £248,654 | |
| _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | ||
| INVESTMENTS | ||||
| Book Value | Market Value | |||
| @ 31/12/23 | ||||
| 75,800 L&G ord shares | 21,917 | 190,334 | ||
| 9,027 Charifund units | 87,210 | 129,537 | ||
| 19,795 Charibond units | 25,000 | 22,139 | ||
| £134,127 | £342,010 | £342,010 |
TRUSTEES
……………………….. …………………………. Steve Peet Debbie Peet
THE RON & LYN PEET TRUST
Report for the year ended 31[st] December 2023
The charity continues to make donations and grants to other charities and voluntary bodies associated with arts and culture, but also to religious organisations and organisations supporting poverty relief and health charities. Donations were made with due regard to the Charity Commission’s public benefit guidance.
Donations for the year totalled £19,600 of which one third was for arts charities. The donations were as follows:
| ARTS Haslemere Music Society Haslemere Educational Museum Watts Gallery Glyndebourne GENERAL Cancer Research UK Samaritans St Mungo’s The Simon Community Friends of the Elderly Shelter Glass Door Homeless Charity Crisis Sightsavers Anthony Nolan Trust Alzheimer’s Research UK British Heart Foundation |
1,500 2,100 1,000 2,000 6,600 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,500 1,500 13,000 |
1,500 2,100 1,000 2,000 |
|---|---|---|
| 6,600 | ||
| 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,500 1,500 |
At the end of the year, the Trust Fund amounted to £248,654.
Investments are shown in the balance sheet at cost. The corresponding market value at 31 December 2023 was £342,010.
There were no changes to the Trustees during the year.
THE RON & LYN PEET TRUST
Accounts for the year ended 31[st] December 2023
Revenue Account
| Revenue Account | ||||
|---|---|---|---|---|
| INCOME | EXPENDITURE | |||
| Dividends | 22,606 | Donations | 19,600 | |
| Interest | 3,087 | Excess of income | Excess of income | |
| over expenditure | 6,093 | |||
| £25,693 | £25,693 | £25,693 | £25,693 | |
| STATEMENT OF ASSETS AND LIABILITIES | ||||
| Fund at beginning 242,562 |
242,562 | Investments 134,127 |
134,127 | |
| of year | ||||
| Plus excess of | ||||
| Income over expenditure __6,093 | Income over expenditure __6,093 | Current account 114,527 | Current account 114,527 | |
| £248,654 | £248,654 | £248,654 | £248,654 | |
| _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | ||
| INVESTMENTS | ||||
| Book Value | Market Value | |||
| @ 31/12/23 | ||||
| 75,800 L&G ord shares | 21,917 | 190,334 | ||
| 9,027 Charifund units | 87,210 | 129,537 | ||
| 19,795 Charibond units | 25,000 | 22,139 | ||
| £134,127 | £342,010 | £342,010 |
TRUSTEES
……………………….. …………………………. Steve Peet Debbie Peet
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs
report on the accounts
•••
Section A
Independent Examiner's Report
Report to the trusteesl
members of
l Kusr
On accounts for the year
ended
M6GK ILiJ3
Charity no
(If any)
Set out on pages
mhai èn in
r¢ tsAAitinn>l qhe•to
I report to the trustees on my examination of the accounts of the above
charty (Ihe Trust.) for the year ended 31 I Z 1013
Rosponslbllitles and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordance wrth the requirements of the Charities Act
2011 (llhe Acf).
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carying out my examination, I
have followed the applicable Directions given by the Charity Commission
under section 145(5)(b) of the Act.
I have completed my examination. I confirm that no material matters have
come to my attention (
") in connection with
the examination which grves me cause to believe that in, any material
respect".
accounting records We not kept in accordance with section 130 of
the Act or
the accounts do not accord with the accounting records
Independent
examiner's statement
I have no concems 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.
Please delete the words in the brackets rf they do not apply.
Signed:
Date:
Name:
CLa
Section B Disclosure Only complete if the examiner needs to highlight matters of concem (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018