## **Trustees' Annual Report for the period**
Period start date Period end date 1 April 23 31 March 24
**From**
**To**
## Section A Reference and administration details
**Charity name**
The Kingsmill Trust
**Other names charity is known by**
**Registered charity number (if any)** 802802 **Charity's principal address** Graham House, The Avenue Combe Down Bath **Postcode BA2 5EH** ~~ee~~ **Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** 1 RJK MERYON Treasurer 2 RA MERYON 3 DE MERYON 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 ~~Oe~~ **Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year**
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|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**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**
Type of governing document (eg. trust deed, constitution) How the charity is constituted
Trust Deed
Trust
- (eg. trust, association, company)
Trustee selection methods
Trustees select new trustees
(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;
This is a family trust.
David Meryon is our son, and is married to Ruthie Meryon.
Matthew Thorne is married to our daughter, Iona.
Mark Silver is married to our daughter, Rosanna.
At some future stage, Iona Throne and Mark Silver will probably become trustees.
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
To distribute the Meryon families’ annual charitable donations, principally to Christian projects, mainly in the UK but also in countries abroad. Unrestricted funds for annual distribution according to the year’s **Summary of the objects of the** perceived needs. **charity set out in its** Restricted funds for specific projects such as Archbishop Alapayo in **governing document** Rumbek (Southern Sudan), Hanni Alkazraji (Albania) and Pastor Saras in Bethlehem.
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Almost all expenditure is for ‘public’ benefit; a small quota supports individual needs.
**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)**
Richard and Rosalind Meryon choose their joint shared beneficiaries. David Meryon chooses his, as does Matthew Thorne.
Restricted funds are 100% channelled.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
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Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
In this year 100 % of expenditure is directly for the charitable causes. Bank charges which are kept to an absolute minimum (£45 this year), mainly by using approved couriers to take grants when they travel; risk of fraud is avoided by requiring Receipts signed by the recipients. In FY23-24: Income: £57,964 Expenditure: £52,355 Investments: -£5,000 In-year excess: £5,609. Balance to carry forward into FY24-25: £13228.
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Section D Achievements and erformance p
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## **Section E Financial review**
## **Brief statement of the**
**charity’s policy on reserves** No reserves are held as there are no monthly operating costs.
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
Principal income has come from:
You **may choose** to include additional information, where relevant about:
Richard and Rosalind Meryon David Meryon Matthew and Iona Thorne Support for: Pastor Saras in Bethlehem Archbishop Alapayo in Southern Sudan Hanni Alkazraji (home is in Albania).
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- All expenditure except any bank charges has been iaw the key
- • investment policy and objectives of the Kingsmill Trust. objectives including any ethical investment policy Income is usually rapidly turned into expenditure; however the adopted. 2021 legacy is subject to especial investment handling.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
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**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** Richard John Kingsmill MERYON ~~ee~~ **Position (eg Secretary, Chair,** Treasurer **etc)** ~~es ee~~ **Date** 14 June 2024
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**C/F to FY24-25**
|B/F FY22-23||**Unrestricted**
**Restricted**|**Unrestricted**
**Restricted**|**Unrestricted**
**Restricted**|
|---|---|---|---|---|
|-7199.23
-14865.17
27,444.66
136.39
-670.30
0.00|Kingsmill General
One-off/other
Thornes
AWiH
David Meryon
Bank
**:TOTAL**|**Income**
**Total/ PL**
**C/F**||**Income**
**Expenditure**|
|||32964.97
28431.69
21232.46
7095.00
-12203.59
-27068.76
995.49
795.49
28240.15
7200.00
-599.66
-1269.96
-45.00
-45.00|||
|**4846.35**|||||
|-805.72
1667.13
42.75
1055.25
813.31|Andrew family
AWiH
Refugees
Rami
Rumbek
Hanni Alkazraji
HTCD
MMI
**:TOTAL**|-805.72||6259.98
608.65
1170.00
1550.00
1800.00
3932.20
750.00
1313.31
1441.43
5988.84
5373.17|
|**2772.72**|||||
||||||
||Total carried forward:|48255.46
16378.93|**20283.17**|9708.84
20478.74|
||Total Income
57964.30
Total expenditure
52355.27||||
|**7619.07**|**:TOTAL**||||
|||
|---|---|
|||
|**Total/ PL**|**C/F**|
|||
|-6259.98
-608.65
-380.00
-2132.20
-563.31
-1441.43
615.67|-6123.59
1058.48
-337.25
-1076.95
250.00
-1441.43
615.67|
|||
|-10769.90|**-7055.07**|
|||
|Total C/F into FY 24-25|**13228.10**|
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