Trustees. Annual Report for the period Period start date 02 02 Period end date 01 02 2024 2025 From To Section A Reference and administration details Charity name The Hilmarnan Charitable Trust Other names charity is known by Registered charity number (if any) 500918 Charity's principal address Postcode Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office (if any) Name of person {or body) entitled toa oint trustee ifan Ccx)LoJ CGILiCLi CoLUh)S 121 Eo 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear TAR March 2012
Names and addresses of advisers (Optional information) e of adviser Name Address Name of chief executive or names of senior staff members (Optional infomiation) Section B Structure, overnance and mana ement Description of the charity's trusts Type of governing document IAST How the charity is constituted u*r FWPOI @( CO71)LA1 IILWÉÉ£, Trustee selection methods (pg appoiilted by. elpctL)d1. 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 Ob'ectives and activities c) cwirw £012 I o< T#c- /J&Éts, (nRcyrr FoofL t- PÉOPLÉ C)1 YÈÉ <ozTrEYz urfÉ DigfQaT <3£, ¥C(, CwisgaA, OR tsJif&kl i 14rfÉA 01 10 PI(LéS ¢f20h TkÉ- Ifh l NS gf £¢1 kiCt Summary ofthe objects of the charity set out in its governing document TAR March 2012
niA IllfvJ£ txl NJATION)£ <oR TJ4 É kl&Afi)4 HÉLP KUkJD IICEPILÉ HOIIÉ JoÉrd n<z(A £D AL4Y ICC, c 1£, YU)Is CDMfkn)Y, ILéS&JiLk Vomi plcA£& C)/ HO SIL l TY £'ccoT6g &ATg kn LJl&L- AccÉs£ tw3 fd) 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) 06SETh£ of n4É CÉlPrf,Tr Additional details of objectives and activities (Optional information) You may choose to include further statements, where relevant, about: policy on grantmaking", policy programme related investment,. contribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year eMAf2iTV COMHisS(cL aKJ kWIc T#éY I*wÉ SLffa2YgD i E)URL£ AJe6x KkLL oK£gkNJ' LJWCU IKJ £ÉtrIoAJ c TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves T(2uSréÉ£ ( NJYÉr4TIokS IS To TLkÉ INJCOrt fEk@ Details of any funds materially in deficit )oo Further financial review details (Optional information) You may choose to include additional information, where relevant about.. the charity's principal sources of funds (including any fundraising); how expenditure has supported the key objectives of the charity; 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) Position (eg Secretary, Chair, etc) Date 2QZS TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES The Hilmarnan Charitable Trust 500918 Receipts and ments accounts CC16a For the period from To 0210212024 0110212025 Section A Receipts and payments Unrestricted funds Restricted funds to the nearest £ Endowment funds to the nearost £ Total funds Last year to the nearest to thè nearest £ to th• n•arÈst É A1 Recel ts Investment Income Dollabon 3S,834 11)0 35,834 100 35,180 tota ross income AR) 35.934 35.934 35.180 se see table Inves ment sa es. tota 35.934 35,934 A3 Pa ments Grants Acuntan¢Y Administiabon Fee5 40,599 40.599 3B4 5,181 42,6SO 360 1,778 S,181 Sub total 46.164 46.164 44,788 A4 Asset and investment Sub total Total payments 46.164 46.164 44,788 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 10.230 10.230 9.608 42.282 32.052 ,282 32,052 51,890 42,282 CCXX R1 accounts ISSI 3010412025
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to n8arost £ Restricted funds to n8ar•st £ Endowment funds to naarost £ Categories Detail$ 81 Cash funds Bank AcLount 32.052 Total cash funds 32,052 (agree balartes th receipts paymènts a¢Gwntl$ll Unrestrlcted funds to nèarnst £ Restrlcted funds to nèarèst £ Endowment funds to nèarèst È Details B2 Other monetary assets Fund to which asset belon Unrestricted Cost loptionall Current value tional Details C.O.l.F. Investment Fund 203.381 Fund to whi¢h assèt belon Unrestricted Current value o tional Details Sundry rnoiblity equiprnent Co¥t loptionall 11,065 B4 Assets retained for the charity's own use Fund to which rglatgs Amount du• tlonal Whèn duè tional Details B5 Liabilities Signed by one or two trustees on behalf of all the trustees Signature Print Name Date of roval CCXX R2 accounts ISSI 3010412025
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Hilmarnan Charitable Trust On accounts for the year ended 1 February 2025 Charity no (if any) 500918 Set out on pages 1 and2 I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 0110212025. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have ome to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records. or 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. I 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. Signed: Date: 30. OLtr.Lozr Name: Wilfred John Pridmore Relevant professional qualification(s) or body (if any): Chartered Accountant Address: 8 Stanger Street IER Oct 2018
Keswick Cumbria CA12 5JU Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidan for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018