CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent Examiner's Report Report to the trusteesl members of The Anita and Peter Laverack Family Trust On accounts for the year ended 30 April 2023 Charlty no lif any) 1166857 Set out on pages Attached I report to the Iruslees on my examination of the accounts of Ihe above charity ("the Trust") for the year ended ResponsibilitTes 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 1.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{5llb) of the Act. I have completed my examination. I confirm that no material matters have come to my attention lolher than that disclosed below "} in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kepl 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 concerns and have come across no olher matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts lo be reached. Ple8se delete the words in the brackets if they do not apply. Signed: Date: 11-It-14 Name: Allison Johnston Relevant professional qualification(s) or body lif anyl: Address: clo Rennie Welch LLP Halidon House, 17D Windmill Way West, Ramparts Business Park Berwick Upon Tweed, Northumberland TD15 1TB IER October 2018 Section B Disclosure Only complete if the examiner needs to highlight mallers 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. None IER October 2018 CHARITY COMMISSION FOR ENGLAND ANO WALES 1166157 Receipts and payments accounts CC16a For the period from 111 or) ?.O?? 30 U4 ?0?.'4 Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year to the neaF95l to Ihe nearest£ to the nearesl£ tothe neaTest£ tothp nearest £ A1 Recelpts Sub total(Gross income for ARJ A2 Asset and Investment Sales, (see table). Sub total Total recelpts A3Pa ents Transferlo P D Laverack Sub total A4 Asset and Invgstment purchases. see table Sub total Totalpayments Net of receipts/{payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 7.177 7.177 7.177 7,177 CCXX R1 accounts ISSI 1111212024 Section B Statement of assets and liabilities at the end of the period Unrestrioted funds to noarost £ Restricted funds Endowment funds lo n¢aro$t£ Categories Detalls to n•arè8t£ 81 Cash funds Cash at Bank 7,177 Total cash funds 7,177 {agMe balarKo$wllhre¢elpisand pAwnen unllyll Unrestrlcted funds to neère5t£ Restrlcted funds Endowment funds to n•8r•st £ Detall8 to ngawst £ B2 Other monetary assets Fut)d to whl¢h asset belon Detalls Cost loptionall Currentvalug B3 Investment assets Fund towhlch asset belon Details Costloptlonall CuTf8nt value 54 Assets retained for the charity's own use Fund to whlch rolates Amount du8 tlonal Whpn due Detalls B5 Llabllities S￿ned by one or trustees on b8h8lt of all th8 Iru$tses Date of ro al Signature Print Name Patrick Evans CCXX R2 accounts ISSI 111fj2r2024 (HARII¥ IOMMISSION Trustees. Annual Report for the period ' Period start date 01 May Period end dale 30 2023 From iTo', Section A Reference and administration details Charity name The Anita and Peter Laverack Family Trust Other names charity is known by Registered charity number (if any) 1166857 Charlty's principal address Waren House Warren Mill Belford, Northumberland Postcode NE70 7EE Names of the ¢harity trustees who manage the charity Dates acted if not for whole ear Trustèa nama OffSce Ilf any) Name of person lor bodyl entitled toa oint trustee ifan Patrick Evans Peter Laverack Anita Laverack 10 12 13 14 15 16 17 18 19 20 Names of the Irustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear TAR March 2012 Names and addresses of advisers {Optional informationl e of adviser Name Address Name of chief executive or names of senior staff members {Optional information) Section B Structure, governance and management Description of the charity's trusts Constitution dated 22 April 2016 Type of governing document How the charity is constituted cio Trustee selection methods Appointed by Peter and Anita Laverack Additional governance Issues (Optional information) You may choose to include additional information, where relevant, about.. policies and procedures adopled 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 Ob"ectives and activities The relief of those in need by reason of youth, age, ill-health, d1s2bility, financial hardship or other disadvantage in particular but not exclusively by providing grants. Summary of the objects of the charity set out in its governing document TAR March 2012 Future income to be raised by way of trading subsidiaries. In Ihe meantime, small donations may be made to local charities, however, nothing in the past year. Summary of the main actTVities undertaken for the public benefit in relation to these objects (include within thls 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 lo include further statements, where relevant, about.. policy on grantmaking., policy programme related investment., onlribution made by volunteers. TAR March 2012 Section D Achievements and performance There has been no activity in the past year. Summary of the main achievements of the charity during the year TAR March 2012 Section E Financial review No significant reserves at this time. Brief statemenl of the charity's policy on reserves Detsils of any funds materially in deficit Not applicable Further financial review details {Optional Informatlon) 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. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the chari Signature{s) Full name(s) Position (eg Secretary, Chair, etc} Patrick Evans Advisor Date TAR March 2012