THE RON & LYN PEET TRUST
Report for the year ended 31[st] December 2024
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.
A conscious effort is being made to reduce the income below the £25,000 threshold for an independent examiner’s report, so donations were significantly higher this year to reduce the balance held in the deposit account.
Donations for the year totalled £45,000 of which over 60% was for arts charities. The donations were as follows:
| ARTS Haslemere Music Society Haslemere Educational Museum Watts Gallery National Opera Studio Scottish Opera Glyndebourne GENERAL Cancer Research UK Samaritans St Mungo’s Friends of the Elderly Shelter Glass Door Homeless Charity Crisis Sightsavers Anthony Nolan Trust Alzheimer’s Research UK British Heart Foundation |
1,500 5,000 1,000 5,000 5,000 10,000 |
1,500 5,000 1,000 5,000 5,000 10,000 |
|---|---|---|
| 27,500 | ||
| 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 2,000 2,000 17,500 |
1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 2,000 2,000 |
At the end of the year, the Trust Fund amounted to £231,200.
Investments are shown in the balance sheet at cost. The corresponding market value at 31 December 2024 was £328,460.
There were no changes to the Trustees during the year.
THE RON & LYN PEET TRUST
Accounts for the year ended 31[st] December 2024
Revenue Account
| Revenue Account | ||||
|---|---|---|---|---|
| INCOME | EXPENDITURE | |||
| Dividends | 24,732 | Donations | 45,000 | |
| Interest | 2,814 | Excess of income | Excess of income | |
| over expenditure -17,454 | over expenditure -17,454 | |||
| £27,546 | £27,546 | £27,546 | £27,546 | |
| STATEMENT OF ASSETS AND LIABILITIES | ||||
| Fund at beginning 248,654 |
248,654 | Investments 134,127 |
134,127 | |
| of year | ||||
| Plus excess of | ||||
| Income over expenditure -17,454 | Income over expenditure -17,454 | Current account 97,073 | Current account 97,073 | |
| £231,200 | £231,200 | £231,200 | £231,200 | |
| _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | ||
| INVESTMENTS | ||||
| Book Value | Market Value | |||
| @ 31/12/24 | ||||
| 75,800 L&G ord shares | 21,917 | 174,188 | ||
| 9,027 Charifund units | 87,210 | 132,913 | ||
| 19,795 Charibond units | 25,000 | 21,359 | ||
| £134,127 | £328,460 | £328,460 |
TRUSTEES
……………………….. …………………………. Steve Peet Debbie Peet
THE RON & LYN PEET TRUST
Report for the year ended 31[st] December 2024
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.
A conscious effort is being made to reduce the income below the £25,000 threshold for an independent examiner’s report, so donations were significantly higher this year to reduce the balance held in the deposit account.
Donations for the year totalled £45,000 of which over 60% was for arts charities. The donations were as follows:
| ARTS Haslemere Music Society Haslemere Educational Museum Watts Gallery National Opera Studio Scottish Opera Glyndebourne GENERAL Cancer Research UK Samaritans St Mungo’s Friends of the Elderly Shelter Glass Door Homeless Charity Crisis Sightsavers Anthony Nolan Trust Alzheimer’s Research UK British Heart Foundation |
1,500 5,000 1,000 5,000 5,000 10,000 |
1,500 5,000 1,000 5,000 5,000 10,000 |
|---|---|---|
| 27,500 | ||
| 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 2,000 2,000 17,500 |
1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 2,000 2,000 |
At the end of the year, the Trust Fund amounted to £231,200.
Investments are shown in the balance sheet at cost. The corresponding market value at 31 December 2024 was £328,460.
There were no changes to the Trustees during the year.
THE RON & LYN PEET TRUST
Accounts for the year ended 31[st] December 2024
Revenue Account
| Revenue Account | ||||
|---|---|---|---|---|
| INCOME | EXPENDITURE | |||
| Dividends | 24,732 | Donations | 45,000 | |
| Interest | 2,814 | Excess of income | Excess of income | |
| over expenditure -17,454 | over expenditure -17,454 | |||
| £27,546 | £27,546 | £27,546 | £27,546 | |
| STATEMENT OF ASSETS AND LIABILITIES | ||||
| Fund at beginning 248,654 |
248,654 | Investments 134,127 |
134,127 | |
| of year | ||||
| Plus excess of | ||||
| Income over expenditure -17,454 | Income over expenditure -17,454 | Current account 97,073 | Current account 97,073 | |
| £231,200 | £231,200 | £231,200 | £231,200 | |
| _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ | ||
| INVESTMENTS | ||||
| Book Value | Market Value | |||
| @ 31/12/24 | ||||
| 75,800 L&G ord shares | 21,917 | 174,188 | ||
| 9,027 Charifund units | 87,210 | 132,913 | ||
| 19,795 Charibond units | 25,000 | 21,359 | ||
| £134,127 | £328,460 | £328,460 |
TRUSTEES
……………………….. …………………………. Steve Peet Debbie Peet
| * . Oey CHARITY COMMISSION | Independent examiner's report on the FOR ENGLAND AND WALES accounts Section A Independent Examiner’s Report ReportP to the trustees WeCharity Nagn:RON R LYN PeEeT Teves T On accounts for the year T Charity no ; Set out on pages _ | report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 3:1 / 12/ 20214. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). | report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement undertake the examination by being a qualified member of finsert-name-ofapplicable listed body} Delete Pitreteppticabte| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination-etherthan+that -disetesed-betew—}respect: which gives me cause to believe that in, any material e the accounting records were not kept in accordance with section 130 of the Charities Act; or e the accounts did not accord with the accounting records; or e the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination. | have no concerns 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. “ Please delete the words in the brackets if they do not apply.
Name:|CLALE DAVID Relevant professional |CAACTE PES ACCOUNTANT (ICAEW) qualification(s) or body | FCA
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