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35,970 claims
The trust had no employees in the year ending December 2024.
There was no employees during the year.
Operational · Procedural statement · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 15
The trust spent £1,200 on accountancy in 2024.
Accountancy: - 1,200 1,200
Financial · Funding statement · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 15
The Trust's total assets less current liabilities increased from £244,321 to £306,096 in the year ending December 2024.
Total assets less current liabilities Income funds Unrestricted funds- Capital 11,350 (3,501) Unrestricted funds - General 294,746 247,822 306,096 244,321
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 10
The Trust's cash at bank and in hand increased from £17,357 to £20,383 in the year ending December 2024.
Cash at bank and in hand 20,383 17,357
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 10
The Trust's investments increased from £219,905 to £285,183 in the year ending December 2024.
Investments 13 285,183 219,905
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 10
The Trust's net gains on investments increased from £10,581 to £19,278 in the year ending December 2024.
Net gains/(losses) on investments 11 - 19,278 19,278 10,581
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 9
The Trust's total expenditure increased from £26,924 to £30,243 in the year ending December 2024.
Total resources expended 29,418 4,428 33,846 26,924
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 9
The Trust's total income increased from £69,259 to £76,343 in the year ending December 2024.
Total income 76,343 - 76,343 69,259
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 9
The Trust's unrestricted funds increased from £247,821 to £294,746 in the year ending December 2024.
Fund balances at 31 December 2024 294,746 11,350 306,096 244,321
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 9
The Trust provided £26,722 in grants to various institutions in the year ending December 2024.
Grants to institutions: The Recovery Tree 3,000 500 Forest of Hearts 1,500 750 Grow For Life 2,000 500 Minds United Football Club 500 5,000 Calm 1,000 5,000 Soundwell 1,050 2,000 Arts and Minds - 2,000 Nurture Project - 3,000 Norfolk and Suffolk Greenminds Garden - 2,500 OCD Action 4,000 - The Listening Place 1,560 - Therapet 1,000 - Talk Club 2,000 - Family Action 2,000 - Helm Training 2,500 - Men who Talk 1,000 - Winston's Wish 2,112 - Parenting Me 500 - Scottish Ado Croft 1,000 - 26,722 21,250
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 14
The Trust's total expenditure on charitable activities was £30,243 in the year ending December 2024.
Charitable expenditure 836 3,618 Grant funding of activities (see note 7) 26,722 21,250 Share of support costs (see note 8) 1,035 720 Share of governance costs (see note 8) 1,650 1,336 30,243 26,924
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 14
The Trust spent £3,603 on fundraising events in the year ending December 2024.
Staging fundraising events 3,603 -
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 13
The Trust's income from investments was £7,212 in the year ending December 2024.
Investments 3 7,212 - 7,212 5,667
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 9
The Simon Rivett-Carnac Trust received £75,345 in donations and legacies in the year ending December 2024.
Donations and legacies 2 75,345 - 75,345 63,592
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 9
The trust complies with Charity Commission guidance and public benefit reporting requirements.
The Trustees are satisfied that the information provided in the report and accounts meet the public benefit reporting requirements.
Governance · Policy statement · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 4
The trust's objectives are to apply funds for charitable institutions or objects as the trustees see fit.
The objects of the charity are to apply the funds held for the benefit of such charitable institution or institutions or other charitable object or objects or purpose or purposes as the trustees in their discretion think fit.
Strategic · Policy statement · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 4
The trust's charitable activities include grant making and fundraising events.
The charitable trust is involved in grant making and is run by a body of trustees who meet biannually to review the policies and objectives of the trust. There are no specific restrictions imposed on the trustees by the governing document, concerning the way the charity can operate.
Service · Policy statement · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 4
The trustees are satisfied with the overall performance of the investment portfolio during the year.
The trustees have reviewed the portfolio and are satisfied with the overall performance during the year.
Financial · Observational claim · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 4
The trust's investment portfolio is benchmarked against several indices to assess performance.
These reports include a statement confirming adherence to the investment policy of the charitable trust or provides details of exceptions together with explanations. The report will also include a comparison of the portfolio return in relation to the benchmark.
Financial · Procedural statement · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 5
The trust's investment portfolio is managed to balance income and capital growth with a moderate degree of risk.
The portfolio is being managed on the trustees' requirement for a balance between income and capital growth with a moderate degree of risk.
Financial · Policy statement · From The Simon Rivett-Carnac Trust — annual report and accounts, year ending 31 December 2024, page 5