Trustees. Annual Report for the period Period start date Period end date 2024 2025 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 HALLAVENUE SALFORD Postcode M7 4JU Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office (if any) Name of person (or body) entitled toa oint trustee ifan MrSDCope Mrs V E Cope Chair 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, {for example, any custodian trustees) Name Dates acted if not for whole ear TAR November 2025
Names and addresses of advisers (Optional inforniation) e of adviser Name Address Accountant l Graff FCCA 158 Cromwell Road Salford M6 6DE Name of chief executive or names of senior staff members (Optional infomiation) Section B Structure, overnance and mana ement Description of the charity's trusts Trust Deed Type of governing document (eg. 11 usi ueeu constitution I How the charity is constituted Charitable Trust association company) Trustee selection methods At trustee meetings by trustees by, elected b Additional governance issues (Optional information) The trustees have examined the major strategic, business and operational risks that the charity faces and confirm that systems have been established to enable regular reviews to be carried out so that necessary steps can be taken to lessen these risks. You may choose to include additional information, where relevant, about: The trustees meet regularly to consider how to make best use of the charity's funds available for distribution. Trustees provide their support freely and do not receive reimbursement for expenses incurred. policies and procedures adopted for the induction and training of trustees" the charity's organisatio nal TAR November 2025
structure and any wider network with which the charity relationship with any related parties" trustees, considerati on of major risks and the system and procedures to manage them. Section C Ob'ectives and activities To make donationslgrants to charitable and educational institutions. Summary of the objects of the charity set out in its governing document TAR November 2025
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 ofthe 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 infomiation) You may choose to include further statements, where relevant, about.. policy on grantmaking" policy programme related investment., contribution made by volunteers. TAR November 2025
Section D Achievements and performance The charity focused its support to over 50 charitable institutions with some grantsldonation made to charities who provide help to families who do not have the ability to provide themselves and families with the basic nessItieS or to provide urgently needed medical expenses. Other grantslsupport was provided to educationallreligious charities to promote the Orthodox Jewish religious education. Summary ofthe main achievements of the charity during the year TAR November 2025
Section E Financial review The trustees consider that the results set out in the attached accounts are satisfactory. They are of the opinion that the balance on the reserves are sufficient to meet any future commitments under the terms of funding. Brief statement of the charity's policy on reserves Details of any funds materially in deficit Further financial review details (Optional infomiation) You may choose to include additional information, where relevant about.. the charity's principal sources of funds (including any fundraising how expenditur ehas supported the key objectives of the charity., investment policy and objectives including any ethical investment policy adopted. TAR November 2025
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) Full name{sl Position (eg Secretary, Chair, etc) SDCope Chair Mrs V Cope Date 2011112025 TAR November 2025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of COURTLANDS CHARITABLE TRUST On accounts for the year ended 3110312025 Charity no (if any) 1138734 Set out on pages (remember lo include the page numbers of additional shee1 I report to the trustees on my examination of the accounts of the above charity ("the Trust.) for the year ended 3110312025. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan 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 carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 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 Independent examiner's statement I have no COnrnS 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. Signed: Date: 20 Nov 2025 Name: l Graff FCCA Relevant professional qualification(s) or body (if any): Association of Chartered Certified Accountants Address: INhiteside and Davies 158 Cromwell Road, Salford, M6 6DE IER November 2025
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 November 2025
The Courtlands Charitable Trust 1138734 Receipts and payments accounts CC16a For the period from re To 0110412024 3110312025 Section A Receipts and payments Unrestricted funds to the nea$t Restricted funds Endowment funds Total funds Last year to the nearest £ to the nearest £ to the nearest £ to the neat £ A1 Receipts Rental Income Interest ReTrived Donations 52.102 52,102 47,750 53 4.075 4,075 Sub total (Gross income for AR) 56.178 56,178 47,803 A2 Asset and investment sales, (see table). Loans 2.450.00 2,4SO 3,500 Sub total 2.450 2,450.00 3,500 53,728 53,728 51,303 A3 Pa ments Grantsldonations Insurance Service charges & ground rent Repairs Bank Charge5 Accountancy Legal Fees Advertising Management Fees 46.156 3,855 46,156 3,855 41,371 4,326 3,400 5,000 60 750 2,056 66 625 6.797 66 625 6,797 750 58,249 750 58,249 Sub total 56,963 A4 Asset and investment purchases, (see table) Loans Sub total zzza 58,249 58,249 56,963 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 4.521 4.521 5,660 5,660 10.181 5,660 10.181 5.660 CCXX R1 accounts ISSI 2011112025
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ Categories Details B1 Cash funds Bank balance 39 Total cash funds 39 acuxjtrtlsll eme Unrestricted funds to nearest £ Restricled funds to nearest £ Endowment funds to nearest £ Delails Loans 3.950 Fund to which asset belon unstriCted Current value tional Details Cost loptionall B3 Investment assets Investment ProtErties 573,000 Fund to which assèt bèlon Current value tional Details Cost loptionall B4 Assets taIned for the charity's own use Unrestricted Amount due tional When due loptionall Details B5 Liabilities Signed by one or iwo trustees on behalf of all the trustees Signature Print Name Date of approval SDCO Mrs V E Cope 20 November 2025 20 November 2025 CCXX R2 accounts ISSI 2011112025