` ## **Trustees' Annual Report for the period** Period start date Period end date 01 04 2023 31 03 2024 **From** **To** ## 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
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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** **TAR** December 2024 1 ## **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 **TAR** December 2024 2 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** **TAR** December 2024 3 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. **TAR** December 2024 4 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. **TAR** December 2024 5 ## **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. **TAR** December 2024 6 **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 **TAR** December 2024 7 **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 **IER** **December 2024** 1 **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** **December 2024** 2 **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 1 ## **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 2