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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]| **----- End of picture text -----**
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~~||| |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~~||| |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||| |Policy on social investment
including program related
investment
Para 1.38||| |Contribution made by
volunteers
Para 1.38||| |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||| |Performance of fundraising
activities against objectives
set
Para 1.41||| |Investment performance
against objectives
Para 1.41||| |Other||| ## **Financial Review** **----- Start of picture text -----**
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||| |How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25
Trust||| |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||| |structure and any wider
network with which the
charity works
Para 1.51||| |Relationship with any related
parties
Para 1.51
No trustee received any remuneration or
was reimbursed any expenses in the year
under review.||| |Other||| ## **Reference and Administrative details** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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)** **----- Start of picture text -----**
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. **----- Start of picture text -----**
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**