2024-03-31-accounts - Courtlands Charitable Trust

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Trustees' Annual Report for the period

Period start date Period end date 01 04 2023 31 03 2024

From

Section A Reference and administration details

Charity name

THE COURTLANDS CHARITABLE TRUST

Other names charity is known by

Registered charity number (if any) 1138734

Charity's principal address 2 NEW HALL AVENUE

SALFORD

Postcode M7 4JU

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
	Mr S D Cope	Chair
	Mrs V E Cope

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)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Accountant	I Graff FCCA	158 Cromwell Road Salford M6 6DE

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Trust Deed Type of governing document (eg. trust deed, constitution)

Charitable Trust How the charity is constituted (eg. trust, association, company)

At trustee meetings by trustees Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

The trustees have examined the major strategic, business and operational risks that the charity faces and You may confirm that systems have been established to enable regular reviews to be carried out so that necessary choose to steps can be taken to lessen these risks. include additional The trustees meet regularly to consider how to make best use of the charity’s funds available for distribution. information, where Trustees provide their support freely and do not receive reimbursement for expenses incurred. relevant, about:

The trustees meet regularly to consider how to make best use of the charity’s funds available for distribution.

policies and procedures adopted for the induction and training of trustees;
the charity’s organisatio nal

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structure and any wider network with which the charity works;

relationship with any related parties;
trustees’

considerati on of major risks and the system and procedures to manage them.

Section C Objectives and activities

To make donations/grants to charitable and educational institutions.

Summary of the objects of the charity set out in its governing document

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The Charity carries out a range of activities in pursuance of its charitable aims. This includes providing support to charitable institutions. The Trustees consider that these activities detailed below provide benefit to the public.

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)

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

The charity focused its support to over 50 charitable institutions with Summary of the main some grants/donation made to charities who provide help to families who achievements of the charity do not have the ability to provide themselves and families with the basic during the year necessities or to provide urgently needed medical expenses. Other grants/support was provided to educational/religious charities to promote the Orthodox Jewish religious education.

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Section E Financial review

The trustees consider that the results set out in the attached accounts are satisfactory. They are of the Brief opinion that the balance on the reserves are sufficient to meet any future commitments under the terms statement of of funding. the charity’s policy on reserves

Details of any funds materially in deficit

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 expenditur e has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

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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) Mrs V Cope Full name(s) S D Cope Position (eg Secretary, Chair, Chair etc)

Date 05/12/2024

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name COURTLANDS CHARITABLE TRUST members of On accounts for the year 31/03/2023 Charity no 1138734 ended (if any) Set out on pages 1 (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 year ended 31/03/2023.

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.

Date: 05 Dec 2024 Signed: Name: I Graff FCCA Relevant professional Association of Chartered Certified Accountants qualification(s) or body (if any): Address: Whiteside and Davies 158 Cromwell Road, Salford, M6 6DE

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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 .

IER

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Charity Name No (if any) The Courtlands Charitable Trust 1138734 Receipts and payments accounts CC16a For the period Period start date Period end date To ~~nn~~ from 01/04/2023 31/03/2024 Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £ A1 Receipts Donations 27,500 Rental Income 47,750 - - 47,750 41,954 Interest Received 53 - - 53 4 - - - - - - - - - - - - - - - - - - - - - - - - Sub total (Gross income for 47,803 - - 47,803 69,458 25 AR) === A2 Asset and investment sales, (see table). Loans 3,500 - - 3,500 10,000 - - - - - Sub total 3,500 - - 3,500.00 10,000 Total receipts 51,303 - - 51,303 79,458 ——— ~~——~~ A3 Payments Grants/donations 41,371 - - 41,371 68,289 Insurance 4,326 - - 4,326 4,268 Service charges & ground rent 3,400 - - 3,400 4,873 Repairs 5,000 - - 5,000 1,848 Bank Charges 60 - - 60 61 Accountancy 750 - - 750 600 Legal Fees 2,056 - - 2,056 1,721 Advertising 55 - - - - Sub total [ 56,963 ] - - 56,963 81,715 =a ==S A4 Asset and investment purchases, (see table) Loans - - - - - - - - Sub total [ - ] - - - - ———— Total payments 56,963 - - ~~——~~ 56,963 81,715 Net of receipts/(payments) - 5,660 - - - 5,660 - 2,257 A5 Transfers between funds - - - - A6 Cash funds last year end 9,381 - - 9,381 11,638 Cash funds this year end — 3,721 - - 3,721 ~~—~~ 9,381

CCXX R1 accounts (SS)

04/12/2024

Section B Statement of assets and liabilities at the end of the period

Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds	Details Investment Properties Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Loans Details Bank balance Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 3,721 - - - - - 3,721 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 1,500 - - - - - - - - - - - Fund to which asset belongs Cost (optional) Unrestricted - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Unrestricted Amount due (optional) - - - - - Print Name S D Cope Mrs V E Cope	Endowment funds to nearest £ - - -
			-
			OK
			Endowment funds to nearest £ - - - - - - Current value (optional) 573,000 - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 05/12/2024 05/12/2024

CCXX R2 accounts (SS)

04/12/2024