THE RON & LYN PEET TRUST 

## Report for the year ended 31[st] December 2025 

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 again being made to reduce the income below the £25,000 threshold for an independent examiner’s report, so donations were again higher than usual this year to reduce the balance held in the deposit account. 

Donations for the year totalled £43,000 of which over half was for arts charities.  The donations were as follows: 

|ARTS<br>Haslemere Music Society<br>Watts Gallery<br>National Opera Studio<br>Scottish Opera<br>Glyndebourne<br>  <br>GENERAL<br>Cancer Research  UK<br>Samaritans<br>St Mungo’s<br>The Simon Community<br>Friends of the Elderly<br>Shelter<br>Glass Door Homeless Charity<br>Crisis<br>Sightsavers<br>Anthony Nolan Trust<br>Alzheimer’s Research UK<br>British Heart Foundation<br>|1,500<br>1,000<br>5,000<br>5,000<br>10,000|1,500<br>1,000<br>5,000<br>5,000<br>10,000|
|---|---|---|
||22,500||
||1,500<br>1,500<br>1,500<br>3,000<br>1,500<br>1,500<br>1,500<br>1,500<br>1,500<br>1,500<br>2,000<br>2,000<br>20,500|1,500<br>1,500<br>1,500<br>3,000<br>1,500<br>1,500<br>1,500<br>1,500<br>1,500<br>1,500<br>2,000<br>2,000|





At the end of the year, the Trust Fund amounted to £216,300. 

Investments are shown in the balance sheet at cost.  The corresponding market value at 31 December 2025 was £371,653.  During the year, M&G closed Charibond as an investment, and the units in this were consequently converted to Charifund.  The financial report shows two lines for Charifund units to reflect the different purchase dates (and so nominal “book value”). There were no changes to the Trustees during the year. 

## TRUSTEES 



……………………….. Steve Peet 14 April 2026 

…………………………. Debbie Peet 14 April 2026 



## THE RON & LYN PEET TRUST 

## Accounts for the year ended 31[st] December 2025 

## Revenue Account 


**----- Start of picture text -----**<br>
INCOME  EXPENDITURE<br>Dividends  26,086   Donations  43,000<br>Interest    2,014   Excess of income<br>over expenditure           -14,900<br>            £28,100               £28,100<br>STATEMENT OF ASSETS AND LIABILITIES<br>Fund at beginning           231,200  Investments                134,127<br>of year<br>Plus excess of<br>Income over expenditure       -14,900  Current account              82,173<br>       £216,300              £216,300<br>_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _<br>INVESTMENTS<br>Book Value  Market Value<br>@ 31/12/25<br>75,800 L&G ord shares   21,917   198,520<br>9,026.989  Charifund units  87,210   150,588<br>1367.667   Charifund units  21,113     22,815<br>          £134,127               £371,653<br>**----- End of picture text -----**<br>


_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 

## TRUSTEES 



……………………….. 

…………………………. 

Steve Peet 14 April 2026 

Debbie Peet 14 April 2026 



CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs
report on the accounts
Section A
Independent Examiner's Report
R•port to th• trust•0
members ol
The Ron & Lyn Peet Trust
On accounts for tho year
endod
31* December 2025
Charlty no
(If anyl
326757
Set out on page•
14
I report to the tfU5tees on my examination of the accounts of the above
charity {'the Trust.) for the year ended 3111212025.
Ruponslbllltles and As the charity trustees of the Trust, you are responsible for the preparation
basls of report of the accounts in accordance with the requirements of the Charities Act
2011 ('the Act.).
I 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. I
have followed the applicable Directions gwen by the Charity Commission
under section 145{51(b) of the Act.
I have completed my examination. l confinn that no material matters have
come to my attention in connedion with the examination which gives me
cause to believe that in, any material respect..
accounting records were not kept in accordance section 130 of
the Act or
the accounts do not accord with the accounting records
Ind•p•nd•nt
examiner's ststsment
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 reacw.
Slgnod:
Date:
6th July 2026
Nam•:
Paul J E Gent
R•lovant profe88SoMI
qualrnutlonls) or body
(If any):
FCCA
Addr•8•:
Gent & F•ll Aceountgnts Ltd
28 High Street. Haslemere. Surrey. GU27 2HW
Section B
Disclosure
Onty complete rf the examiner needs to highlight matters of concem (see CC32,
Ind8p8ndent examination of charity attounts.. directions and guidance for
axaminers).
IER
Octobor 2018

Glve hem brlef detalls of
any Items that the
examinerwishos to
dlsclose.
IER
October 2018