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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|#1|CHARITY|COMMISSION|
|FOR|ENGLAND|AND|WALES|
|Receipts|and|payments|accounts|CC16a|
|For the|period|To|
|from|06|.|04|.|24|03|.|06.25|
|Section|A|Receipts|and|payments|
|Unrestricted|Restricted|Endowment|Total|funds|Last year|
|funds|funds|funds|
|tothe|nearest|£|to|the|nearest£|to|the|nearest£|to|the|nearest£|to|the|nearest£|
|Ai|Receipts|
|ee|2|||
|SSSC™~—CSSCSC~—t|
|interest,CewT Ee TC|dTTTTTTCTC*dCE]S“C(sSCS~Ctaw|||«4,369CiEe|
|Ce Ee|Ee|
|Ce Ee|Ee|
|Ce Ee|Ee|
|Ce|ee|
|Sub|total (Gross income|for|74,034|74,034|
|AR)|
|A2|Asset|and|investment|sales,|
|(see|table)|.|
|Sale|of|investments||||
|a|es|bpOn|
|Sub|total]|
|Total receipts[~74,034] C|d|1,479,223|||1,553,257 ||
|A3|Payments|
|[Grantsawarded|||Pe|
|prvesmenimenegerieesTrust|administration|fees|(VATameinclusive)|T|L|tsazat|| ||tszat||te|||
|lindependent Examinerstees|——«||[—~—S—i,000]|23,707|||[S]|||[C]|d||[CCC]|«dE|[SSC;]|23,707|
|(ERE|8|||
|[AN 8|
|Ce|Ee Ee|Ee|
|Ce|Ee Ee|Ee|
|Pe|
|Sub|total|____26.707]|=|||[18.221]|||
|A4|Asset|and|investment|
|purchases,|(see|table)|
|Investment|purchases|||
|a|np On|
|Sub total|||
|Net of receipts/(payments)|47,327|-|36,170|11,157]|||-|1,719|
|[T]|[C]|
|AS Transfers between funds||__26,029|-|[]|[_26or|f[][ S|]|
|[[23,689]]|
|A6 Cash funds|last|year|end|||[—as40|]|
|Cash|funds|this year end|97,733|-|64,636|33,097]||21,940]|
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CCXX R1 accounts (SS)
1
20/02/2026
From 6 April 2024 To 3 June 2025
Charity name: The Coysh Family Charitable Trust Charity registration number: 1110551
Objectives and Activities
| Objectives and Activities | Objectives and Activities | Objectives and Activities |
|---|---|---|
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document Para 1.17 The objects of the charity are to further such objects or purposes which are exclusively charitable according to the law of England and Wales in any part of the world and in such a manner as the trustees may in their absolute discretion think fit. ~~Pffo~~ |
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| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 and 1.19 for the public benefit the trustees provide grants. ~~Pffo~~ |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit ~~Pf~~ |
Para 1.18 ~~Pf f~~ |
activities, the trustees have had regard to the Charity ~~fo~~ In determining the charity’s Commission’s guidance on public benefit~~.~~ |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
|---|---|---|
| SORP reference | ||
| Policy on grant making Para 1.38 |
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| Policy on social investment including program related investment Para 1.38 |
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| Contribution made by volunteers Para 1.38 |
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| Other |
Achievements and Performance
| Achievements and Performance | Achievements and Performance | Achievements and Performance |
|---|---|---|
| SORP reference | ||
| Summary of the main achievements of the charity, identifying the difference the the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set Para 1.41 |
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| Performance of fundraising activities against objectives set Para 1.41 |
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| Investment performance against objectives Para 1.41 |
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| Other |
Financial Review
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Para 1.21 At the end of the reporting period the charity
financial position at the end had free reserves of 97,733 (2024:
24,377
of the period
In addition to the free reserves the charity
has bank balances of ( 64,636) (2024:
( 2,437)) and investments valued at
2,482,427 within the expendable
Statement explaining the Para 1.22 The Trustees pursue a policy of maintaining
policy for holding reserves a free reserve available to be spent in the
stating why they are held
well as covering future needs, opportunities,
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially in Para 1.24
deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a going
concern
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Additional information (optional) You may choose to include further statements where relevant about: sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46
A description of the principal risks facing the charity Para 1.46 Expendable endowment funds are those which are required to be invested to produce Other income but which may be transferred to unrestricted funds at the discretion of the trustees in order that they may be expended Unrestricted income funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.
Structure, Governance and Management
| Structure, Governance and Management | Structure, Governance and Management | Structure, Governance and Management |
|---|---|---|
| trusts: | ||
| Type of governing document (trust deed, royal charter) Para 1.25 Trust deed dated 3rdJune 2005 |
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| How is the charity constituted? (e.g unincorporated association, CIO) Para 1.25 Trust |
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| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed by the settlors during their joint lifetimes, or the survivor of them during his or her lifetime. Subject to this, appointment of the trustees shall be exercisable by the trustees from time to time. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees Para 1.51 |
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| structure and any wider network with which the charity works Para 1.51 |
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| Relationship with any related parties Para 1.51 No trustee received any remuneration or was reimbursed any expenses in the year under review. |
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| Other |
Reference and Administrative details
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Charity name The Coysh Family Charitable Trust
Other name the charity uses
Registered charity number 1110551
Trustees Department
1 [st] Floor, Tower Wharf
Cheese Lane, Bristol
BS2 0JJ
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Ludlow Trust
Company
1
(Southampton)
Limited
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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| Corporate trustees names of the directors at the date the report was approved |
Corporate trustees names of the directors at the date the report was approved |
Corporate trustees names of the directors at the date the report was approved |
|---|---|---|
| Director name | ||
| Gary Collins | ||
| Walter Coxon | ||
| Christopher Thurlow | ||
| Matthew Wickers | ||
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian Details of arrangements for safe custody and segregation of such assets
Additional information (optional)
Names and addresses of advisers (Optional information)
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Type of adviser Name Address
Investment Managers HSBC Holdings plc 8 Canada Square, London, E14 5HQ
Bankers HSBC Holdings plc 8 Canada Square, London, E14 5HQ
Accountants TC Group 10 Bridge Street, Christchurch, BH23 1EF
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Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
Signed
Signature(s) Full name(s) Chris Thurlow on behalf of Ludlow Trust Company (Southampton) Limited Position (eg Secretary, Chair, etc) Date
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of The Coysh Family Charitable Trust On accounts for the 3[rd] June 2025 Charity no 1110551 period ended (if any) Set out on pages Financial statements page 1 - 2 Trustee report page 3 - 12 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the period ended 12/05/2025.
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis 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 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 come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns 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 reached.
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Date: 31 March 2026
Signed:
Name: Ian M Rodd
Cs
Relevant professional BSc FCA FCCA
qualification(s) or body
(if any):
Address: TC Group
Waverley House115-119 Holdenhurst Rd,
Bournemouth BH8 8DY
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1
IER
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
n/a
2
IER