2024-12-31-accounts - The Hale Family Charitable Trust

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

	Period start date	Period start date			Period end date	Period end date
	Day	Month	Year		Day	Month	Year
From	01	Jan	2024	To	31	Dec	2024

Section A Reference and administration details

Charity name The Hale Family Charitable Trust Other names charity is known by Registered charity number (if any) 1140178

Charity's principal address

19 Church Lane	19 Church Lane
Garforth
Leeds
Postcode	LS25 1NW

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	GeoffreyHale	Trustee
	Gillian Hale	Trustee
	Christopher Hale	Trustee
	Joanna Davan Wetton	Trustee
	Alison Luke	Trustee

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser Name Address

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

TAR

March 2012

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Trust deed

(eg. trust deed, constitution)

How the charity is constituted

Trust

(eg. trust, association, company)

Appointed in accordance with trust deed Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

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

The trustees shall hold the capital and income of the Trust Fund upon trust to apply the income, and all or such parts of the capital, at such time or times and in such manner to, or for the benefit of, such exclusively charitable objects and purpose in any part of the world as the Trustees in their discretion may think fit.

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)

The main activities during the year have been to make grants to charities which are engaged in the advancement of the Christian faith and the relief of financial need or suffering. The charities supported during the year were Mission Aviation Fellowship UK, Royal Commonwealth Society for the Blind (Sightsavers), and St James Academy Bangalore. Some of the grants were restricted to specific projects or areas of work.

In addition, support was given to:

The Open University, for their international development program Supporting Adolescent Girls’ Education (SAGE)

These activities were carried out for the public benefit in accordance with the objects of the charity.

TAR

March 2012

In carrying out these activities the 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;

The charity’s general policy on grantmaking is to provide regular support to a small number of UK-based registered charities which are working in the following areas: advancement of the education of the public, advancement of the Christian faith, relief of financial need or suffering with a preference for charities working in Africa or India.

The charity does not use any volunteers.

contribution made by volunteers.

Section D Achievements and performance

TAR

March 2012

Section D Achievements and erformance p

The charity spent the majority of its income to support the charitable work Summary of the main of Mission Aviation Fellowship, The Royal Commonwealth Society for the achievements of the charity Blind (Sightsavers) and St James Academy Bangalore (for the benefity of during the year Divya Shanthi Community Association and Trust). In addition, support was given to:

The Open University, for their international development program Supporting Adolescent Girls’ Education (SAGE) to promote and improve girls’ education in Zimbabwe.

The trustees have kept in contact with representatives from these charities and received regular reports so that they can monitor the use of the funds.

The charity used some of its reserves to purchase and refurbish a property in Bromley, Kent, with the intention of leasing it to Hope into Action Bromley for the provision of accommodation for people at risk of homelessness. Good progress has been made on the refurbishment and it is expected that tenants will move in early in 2025.

Section E Financial review

The charity has built up reserves so that it can continue to support its Brief statement of the principal beneficiaries and avoid sudden changes in the level of charity’s policy on reserves donations. The charity expects to draw down these reserves over the coming years. Details of any funds materially None in deficit

Further financial review details (Optional information)

TAR

March 2012

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

The charity’s current funds are held on deposit at the Co-operative bank. The bank was selected because of its ethical investment policies and commitment to the charitable sector.

The charity's investment funds are held by CCLA (Churches, Charities and Local Authorities) Investment Management Limited. The fund manager was selected because of its extensive experience in the charity sector and ethical investment policies.

Some of the reserves have been used to purchase a property which will yield rental income that can also be used for the charitable purposes of the charity.

Section F Other optional information

No payments have been made to trustees or to related parties either in connection with remuneration, benefits, expenses or any other transactions.

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(s) Geoffrey Hale Position (eg Secretary, Chair, Trustee etc) Date 14 Mar 2025

TAR

March 2012

The Hale Family Charitable Trust	The Hale Family Charitable Trust	The Hale Family Charitable Trust	Charity No (if any)	1140178	CC39a
Annual accounts for theperiod
Period start date	01/01/2024	To	Period end date	31/12/2024

Section A Statement of financial activities

Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05	Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05	Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05	Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05	Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05
481,250	-	-	481,250	108,750
300	-	-	300
	-	-	-
481,550	-	-	481,550	108,750

210,275	-	-	210,275	160,750
2,710	-	-	2,710	252
394	-	-	394
4,207	-	-	4,207
66	-	-	66
25			25	0
217,677	-	-	217,677	161,002
263,873	-	-	263,873	-52,252
0	-	-	-	0
263,873	-	-	263,873	-52,252

0	-	-	-	0
33,013	-	-	33,013	66,511
296,886	-	-	296,886	14,259
607,324	-	-	607,324	593,065
904,210	-	-	904,210	607,324

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Section B Balance sheet

Note Total this year Total last year £ £ Fixed assets F01 F02 Tangible assets (Note 8) B01 355,000 0 B02 0 0 Investments (Note 9) B03 498,230 0 *Total fixed assets* B04 ~~853,230~~ ~~0~~ Current assets Stock and work in progress B05 0 0 Debtors (Note 10) B06 0 0 (Short term) investments B07 0 565,218 Cash at bank and in hand B08 ~~51,410~~ ~~42,359~~ *Total current assets* B09 ~~51,410~~ ~~607,576~~ Creditors: amounts falling due within one year (Note 11) B10 430 252 *Net current assets/(liabilities)* B11 ~~50,980~~ ~~607,324~~ *Total assets less current liabilities* B12 ~~904,210~~ ~~607,324~~ Creditors: amounts falling due after one year (Note 11) B13 0 0 Provisions for liabilities and charges B14 0 0 *Net assets* B15 ~~904,210~~ ~~607,324~~ Funds of the Charity Unrestricted funds B16 904,210 607,324 Designated funds B17 0 0 Total unrestricted funds 904,210 607,324 Restricted income funds (Note 12) B18 0 0 Endowment funds(Note 12) B19 0 0 *Total funds* B20 ~~904,210~~ ~~607,324~~ Signed by one or two trustees on behalf of all the trustees Signature GeoffreyHale 07 April 2024	Total this year Total last year £ £ F01 F02	Total this year Total last year £ £ F01 F02
	355,000	0
	0	0
	498,230	0
	~~853,230~~	~~0~~

	0	0
	0	0
	0	565,218
	~~51,410~~	~~42,359~~
	~~51,410~~	~~607,576~~

	430	252

	~~50,980~~	~~607,324~~

	~~904,210~~	~~607,324~~

	0	0
	0	0

	~~904,210~~	~~607,324~~

	904,210	607,324
	0	0
	904,210	607,324
	0	0
	0	0

	~~904,210~~	~~607,324~~

Signature
GeoffreyHale		07 April 2024

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Section C Notes to the accounts

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordance with:

Accounting and Reporting by Charities – Statement of Recommended Practice (SORP 2005);

• and with*  Accounting Standards; or Financial Reporting Standards for Smaller Enterprises (FRSSE);

and with the Charities Act.
-Tick as appropriate:
if all relevant disclosures shown in the pack have been given then please tick “Accounting Standards”;
if disclosures completed in these accounts have been restricted to those required by the FRSSE, then please tick
“Financial Reporting Standards for Smaller Enterprises (FRSSE)”.

** - If no departures from the chosen standards have been made then delete these words; otherwise give details of any changes in the boxes.

1.2 Change in basis of accounting

There has been no change to the accounting policies (valuation rules and methods of accounting) since last year.

§ if no changes have been made to accounting policies then delete these words.

1.3 Changes to previous accounts

No changes have been made to accounts for previous years.

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Section C Notes to the accounts (cont)

Note 2 Accounting policies

This standard list of accounting policies has been applied by the charity except for those deleted. Where a different or additional policy has been adopted then this is detailed in the box below.

INCOMING RESOURCES

Recognition of incoming	These are included in the Statement of Financial Activities (SoFA) when:
resources	 the charity becomes entitled to the resources;
	 the trustees are virtually certain they will receive the resources; and
	 the monetary value can be measured with sufficient reliability.
Incoming resources with	Where incoming resources have related expenditure (as with fundraising or contract income)
related expenditure	the incoming resources and related expenditure are reported gross in the SoFA.
Grants and donations	Grants and donations are only included in the SoFA when the charity has unconditional
	entitlement to the resources.
Tax reclaims on donations	Incoming resources from tax reclaims are included in the SoFA at the same time as the gift to
and gifts	which they relate.
Contractual income and	This is only included in the SoFA once the related goods or services have been delivered.
performance related grants
Gifts in kind	Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the amount actually realised.
	Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or
	distributed by the charity.
	Gifts in kind for use by the charity are included in the SoFA as incoming resources when
	receivable.
Donated services and	These are only included in incoming resources (with an equivalent amount in resources
facilities	expended) where the benefit to the charity is reasonably quantifiable, measurable and material_._
	The value placed on these resources is the estimated value to the charity of the service or
	facility received.
Volunteer help	The value of any voluntary help received is not included in the accounts but is described in the trustees’ annual report.
Investment income	This is included in the accounts when receivable.
Investment gains and losses	This includes any gain or loss on the sale of investments and any gain or loss resulting from
	revaluing investments to market value at the end of the year.
EXPENDITURE AND LIABILITIES
Liability recognition	Liabilities are recognised as soon as there is a legal or constructive obligation committing the
	charity to pay out resources.
Grants with performance	Where the charity gives a grant with conditions for its payment being a specific level of service
conditions	or output to be provided, such grants are only recognised in the SoFA once the recipient of the
	grant has provided the specified service or output.
Grants payable without	These are only recognised in the accounts when a commitment has been made and there are
performance conditions	no conditions to be met relating to the grant which remain in the control of the charity.
ASSETS
Tangible fixed assets for use	These are capitalised if they can be used for more than one year, and cost at least £500. They
by charity	are valued at cost or a reasonable value on receipt.
Investments	Investments quoted on a recognised stock exchange are valued at market value at the year end.
	Other investment assets are included at trustees' best estimate of market value.
Stocks and work in progress	These are valued at the lower of cost or market value.
POLICIES ADOPTED
ADDITIONAL TO OR
DIFFERENT FROM THOSE
ABOVE

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Section C Notes to the accounts (cont)

Note 3 Analysis of incoming resources

Incoming resources may be further analysed if this would help the reader of the accounts.

*urces may be further analysed if this would help the reader of the accounts.*	*urces may be further analysed if this would help the reader of the accounts.*	*urces may be further analysed if this would help the reader of the accounts.*	*urces may be further analysed if this would help the reader of the accounts.*
Unrestricted restricted This year Last year £ £ £ £ Analysis
Donations	470,000	470,000	100,000
Gift Aid	11,250	11,250	8,750
Rent	300	300	0
		~~0~~	~~0~~
Total		~~481,550~~	~~108,750~~

		0	0
		0	0
		0	0
		~~0~~	~~0~~
Total		0	0

		0	0
		0	0
		0	0
		~~0~~	~~0~~
Total		0	0

		0	0
		0	0
		0	0
		0	0
		~~0~~	~~0~~
Total		0	0

		0	0
		0	0
		0	0
		0	0
Total		0	0

		0	0
		0	0
		0	0
		0	0
Total		0	0

		0	0
		0	0
		0	0
		0	0
Total		0	0

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Section C Notes to the accounts (cont)

Note 4 Analysis of resources expended Resources expended may be further analysed if this would help the reader of the accounts.

Analysis of resources expended ended may be further analysed if this would help the reader of the accounts.	Analysis of resources expended ended may be further analysed if this would help the reader of the accounts.	Analysis of resources expended ended may be further analysed if this would help the reader of the accounts.
Unrestricted restricted This year Last year £ £ £ £ Analysis
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
Total	~~-~~	~~-~~

	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
Total	~~-~~	~~-~~

	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
Total	~~-~~	~~-~~

	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
Total	~~-~~	~~-~~

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Section C Notes to the accounts (cont)

Note 5 Details of certain items of expenditure

5.1 Trustee expenses

Please provide details of the amount of any payment or reimbursement of out-of-pocket expenses made to trustees or to third parties for expenses incurred by trustees. If no expenses were paid, please enter ‘None’ in the appropriate box(es).

Number of trustees who were paid expenses Nature of the expenses Total amount paid

This year	Last year
none	none
none	none
£	£

5.2 Fees for examination or audit of the accounts

Please provide details of the amount paid for any statutory external scrutiny of accounts and other services provided by your independent examiner or auditor. If nothing was paid please enter NONE in the appropriate box(es).

*appropriate box(es).*
Other fees (for example: advice, consultancy, accountancy services) paid to the independent examiner or auditor Independent examiner’s or auditors' fees for reporting on the accounts	This year £	Last year £
	330	252
	None	None

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Section C Notes to the accounts (cont)

Note 6 Paid employees Please complete this note if the charity has any employees.

6.1 Staff Costs

This year Last year £ £ - - - - - - - - - - This year Last year Number Number - - - - - - - - Total- - This year Last year £ £ 6.2 Average number of full-time equivalent employees in the year Employer’s National Insurance costs Pension costs Total staff costs The amount of any contributions outstanding at the year end The amount of any contributions prepaid at the year end 6.3 Defined contribution pension scheme The costs of the scheme to the charity for the year *Please complete if a defined contributionpension scheme is operated.* Gross wages, salaries and benefits in kind The parts of the charity in which the employees work Brief details of the scheme	This year £	Last year £
	-	-
	-	-
	-	-
	-	-
	-	-

nt employees in the year	This year Number	Last year Number
	-	-
	-	-
	-	-
	-	-
Total	-	-

g at the year end he year end e year
	This year £	Last year £

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Section C Notes to the accounts (cont)

Note7 Grantmaking

Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken.

7.1 Total value of grants

7.1 Total value of grants
Purpose for whichgrants made	Grants to institutions Total amount	Grants to individuals Total amount
	£	£
To advance the Christian faith and relieve financial need or suffering	150,275	-
To relieve financial need or suffering	60,000	-
	-	-
	-	-
	-	-
	-	-
*Total*	210,275	-

7.2Grants made to institutions

If the charity has made grants to particular institutions that are material in the context of its grantmaking please give details of the institution supported, purpose of the grant and total paid to each institution listed. Sufficient information should be given to provide a reasonable understanding of the range of institutions supported.

Names of institutions	Purpose	Total amount of grants paid £
Mission Aviation Fellowship	General Funds	100,000
Sightsavers	General Funds	50,000
St James Academy	General Funds	50,275
Open University	SAGE project	10,000


		-
		-
		-
		-
*Total grants to institutions*		210,275

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Section C Notes to the accounts (cont)

Note8 Tangible fixed assets

Please complete this note if the charity has any tangible fixed assets

8.1 Cost or valuation

Freehold land & buildings £	Other land & buildings £	Plant, machinery and motor vehicles £	Fixtures, fittings and equipment £	Payments on account and assets under construction £	Total £
-	-	-	-	-	-
-	355,000	-	-	-	355,000
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	355,000	-	-	-	355,000

8.2 Accumulated depreciation and impairment provisions

SL or RB	SL or RB	SL or RB	SL or RB	SL or RB	SL or RB

-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-

-	-	-	-	-	-
-	355,000	-	-	-	355,000

8.4 Revaluation

If any fixed assets have been revalued please give details of the valuer and method of valuation

* The "transfers" row is for movements between fixed asset categories.

** Please indicate the method of depreciation by deleting the method not applicable (SL = straight line; RB = reducing balance). Also please indicate the rate of depreciation: for straight line, what is the anticipated life of the asset (in years); for reducing balance, what is the percentage annual deduction.

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Section C Notes to the accounts (cont)

Note 9 Investment assets

Please complete this note if the charity has any investment assets.

9.1 Fixed assets investments

Add/(deduct):net gain/(loss) on revaluation Carrying (market) value at beginning of year Add:additions to investments at cost Less:disposals at carrying value Carrying (market) value at end of year	£
	565,218
	-
	- 100,000
	33,013
	498,230

Please provide below:

9.2 A breakdown of the market values of investments shown above agreeing with the balance sheet row B03.

9.3 A breakdown of the income from investments agreeing with SOFA.

Analysis of investments Other investments Total Investment properties Securities not listed on a recognised Stock Exchange Cash held as part of the investment portfolio Investments listed on a recognised stock exchange or held in common investment funds, open ended investment companies, unit trusts or other collective investment schemes Investments in subsidiary or connected undertakings and companies	9.2 Market value at year end £	9.3 Income from investments for the year £
	-	-
	498,230	-
	-	-
	-	-
	-	-

	-	-
	498,230	-

9.4 Material investment holdings

If any investments are material in terms of their value (for example each represents more than 5 per cent of the value of the charity’s total investments) please provide details.

Investment held	Market value at year end
	£
CCLA COIF Charities Ethical Investment Fund - Accumulation Units	498,230
	-
	-
	-
Total	498,230

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Section C Notes to the accounts (cont)

Note 10 Debtors and prepayments

Please complete this note if the charity has any debtors or prepayments.

Amounts falling due within oneyear	Amounts falling due within oneyear	Amounts falling due after more than oneyear	Amounts falling due after more than oneyear
This year £	Last year £	This year £	Last year £
0	0	0	0
0	0	0	0
0	0	0	0
0	0	0	0
~~0~~	~~0~~	~~0~~	~~0~~

Note 11 Creditors and accruals

Please complete this note if the charity has any creditors or accruals. 11.1 Analysis of creditors

11.1 Analysis of creditors
Loans and overdrafts Trade creditors Amounts due to subsidiary and associated undertakings Accountancy Fees Rent deposit Accruals and deferred income Total	Amounts falling due within oneyear		Amounts falling due after more than oneyear
	This year £	Last year £	This year £	Last year £
	0	0	0	0
	0	0	0	0
	0	0	0	0
	330	252	0	0
	100	0	0	0
	0	0	0	0
	~~430~~	~~252~~	~~0~~	~~0~~

11.2 Security over assets

If any loan, overdraft or other creditor holds a charge or other security over any assets of the charity please provide details.

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Section C Notes to the accounts (cont)

Note 12 Endowment and restricted income funds

Please complete this section if the charity has any endowment or restricted income funds.

12.1 Funds held

Please give a brief description of any of the following type of funds held by the charity:

permanent endowment funds (PE);
expendable endowment funds (EE); and
restricted income funds, including special trusts, of the charity (R).
other funds .

Fund	Name	Type PE, EE , R or other	Purpose and restrictions

12.2 Movements of major funds

Please give details of the movements of the major funds summarised in the restricted and endowment columns of the Statement of Financial Activities.

Fund names	Fund balances brought forward £	Incoming resources £	Resources expended £	Transfers £	Gains and losses £	Fund balances carried forward £
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
Total Funds	-	-	-	-	-	-

12.3 Transfers between funds

Please give details of any transfers between funds.

From Fund (Name) To Fund (Name) Reason Amount

12.4 Analysis of net assets between funds

Fixed assets Investments Net current assets Creditors due in more than one year and provisions Total net assets

Unrestricted funds £	Restricted funds £	Endowed funds £	Total £
355,000	-	-	355,000
498,230	-	-	498,230
50,980	-	-	50,980

904,210	-	-	904,210

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Section C Notes to the accounts (cont)

Note 13 Transactions with related parties

If the charity has any transactions with related parties (other than the trustee expenses explained in note 5) details of such transactions should be provided in this note. If there are no transactions to report, please enter “None” in the relevant boxes.

13.1 Remuneration and benefits

Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee or other related parties by the charity or any institution or company connected with it.

Name of trustee or related party	Legal authority (eg order, governing document)	Amounts paid or benefit value	Amounts paid or benefit value
		This year £	Last year £
None	None

13.2 Loans

Please give details of and amounts owing to or from the charity’s trustees or other related parties by the charity at the year end.

Name of trustee or related party	Legal authority	Amount owing	Amount owing
		This year £	Last year £
None	None
None	None

13.3 Other transaction(s) with trustees or related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a trustee or related party has a material interest.

Name of the trustee or relatedparty	Relationship to charity	Description of the transaction(s)	This year £	Last year £
None
Geoffrey Hale	Settlor and Trustee	Donations to the charity (including gift aid where applicable)	481,250	108,750

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Section C Notes to the accounts (cont)

Note 14 Additional Disclosures

The following are significant matters which are not covered in other notes and need to be included to provide a proper understanding of the accounts. If there is insufficient room here, please add a separate sheet.

During the year, the charity purchased a residential property in Bromley, Kent (Note 8) and refurbished it so that it can be let to Hope into Action Bromley (a registered charity) to enable them to provide affordable accommodation for adults who might otherwise be at risk of homelessness.

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of The Hale Family Charitable Trust

On accounts for the year ended

31 Dec 2024 Charity no 1140178 (if any)

Set out on pages

1 to 15

(remember to include the page numbers of additional sheets)

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to:

examine the accounts under section 145 of the Charities Act,
to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
to state whether particular matters have come to my attention.
Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

In connection with my examination, no matter has come to my attention

Independent In connection with my examination, no matter has come to my attention
examiner's statement 1. which gives me reasonable cause to believe that in, any material respect, the requirements:
- to keep accounting records in accordance with section 130 of the Charities Act; and
- to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
- have not been met; or
to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:

Date: 7[th] April 2025

Name: Sheila Parry Relevant professional FCCA qualification(s) or body (if any):

IER

March 2012

Address: SPX Oxford Ltd, Peace House, Paradise Street Oxford OX1 1LD

Section B Disclosure

Only complete if the examiner needs to highlight material problems.

Give here brief details of any items that the examiner wishes to disclose .

IER

March 2012