Trustees. Annual Report for the period (o Period start date 01 Period end date 04 2024 2025 From Section A Reference and administration details Charity name The Anita and Peter Laverack Family Trust other names charity is known by Reglstered charity number (if any) 1166857 Charity's principal address Waren House Warren Mill Belford, Northumberland Postcode NE70 7EE Names of the charity trustees who manage the charity Dates acted If not for whole ear Trustee name Offl¢e {If any) Name of person (or body) entltled toa oint trustee ifan Patrick Evans Peter Laverack Anita Laverack 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charityj if any? (for example, any custodian trustees) Name Dates acted If not for whole ear TAR March 2012
Names and addresses of advisers (Optional information) e of advlser 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 governlng document How the charity is constituted cio ,c)(-.Icl1ion. i.i-)iiipaiiyl Trustee selection methods 1v.ci arii'iniiilpi-l l-Trl, el?.r.(rcI liy) Appointed by Peter and Anita Laverack 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 wlder network with whlch the charlty relationship with any related parties., trustees, consideratlon 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, disability, financial hardship or other disadvantage in particular but not exclusively by providing grants. Summary of the objects of the harity set out in its governlng document TAR March 2012
Future income to be raised by way of tradlng subsidiarles. In the meantime, small donations may be made to local charities, however, nolhing in past year. Summary of the main activities undertaken for the publlc benefit In relatlon 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 beneflt) Additlonal details of objectives and activities (Optional infom)ation) You may choose to include further statements, where relevant, about., policy on grantmaking; policy programme related investment,. Gontribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves Detalls of any funds materlally 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 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. Slgned on behalf of the char ste Signature{s Full name(s) Posltlon (eg Secretary* Chair, etc) Patrick Evans Advisor Date 31.12.2025 TAR March 2012
CHARITY COMMISSION FOR ENGIAND AND WALES Receipts and payments accounts CC16a For the perlod from Section A Receipts and payments Unrestricted funds to the noar•st Restricted funds Endowment funds Total funds Last year to the nearest £ to nearest £ to the n•grest£ to tha n8aresl£ A1 Recel ts TrOntsf from P D Levcraok 7,000 Sub total(Gross inGom8 lor AR) 7,000 7,000 A2 Asset and Inveslment sales, (see table). Sub total 7.000 7,000 A3 Payments Sub total A4 Asset and Investment pur¢hases, (see table) Sub total Net of recelpts/{payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 7,000 7,000 177 7,177 177 7,177 CCXX R1 accounts ISS} 3010112026
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted funds to nearest £ Endowment funds to n8are5t £ Categorles Dgtalls B1 Cash funds Cash al Bank 7,17T Total cash funds 7.177 18gree baL8rtc•s*Vth re¢EW$ •MI panIS Unrestrl¢ted funds to neare3t£ Restrlcted funds to neare$t£ Endowment funds to nearosl £ Details B2 Other monetary assets Fund lo whlch ass•t bèlon Curr8nt valuè Ilonal Detalls Cost loptlonal) B3 Investment asset8 Fund lo whlch assel belon Current valuo tlonal Detalls Cost lopllona B4 Assets retalnèd for the charlty's own use Fund to whlch r8lales Amounl dug tlona When due Ilonal Detalls B5 Llabilltles Slgned by one or Iwo Iru81ees on behalf of all the Irusiees Dale of roval Signalure Print Name Palilck Evans 31.12.2025 CCXX R2 8ocounls {SS} 3010112026
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 The Anita and Peter Laverack Family Trust On accounts for the year ended 30 April 2025 Charity no (if any) 1166857 Set out on pages Attached I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 3010412024. Responslbilities 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. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below") 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 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. Please delete the words in the brackets if they do not apply. Signed: Date: 31.12.2025 Name: Allison Johnston Relevant professional qualification{s) or body (if any): Address: clo Rennie Welch LLP Halidon House. 17D Windmill Way West. Ramparts Business Park Berwick Upon Tweed, Northumberland TD15 1TB IER
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. None IER
Today.. 31 D•c 2025 * BARCLAYS THE ANITA AND PETER LAVERACK FAMILY TRUST Transactions COMMUNITY 204545 43202720 Avallable balance £7,170.87 Last night's balance £7,176.87 Overdraft limit £0.00 Showing No transactions between and from 0110312025 to 3010412025 Date Description Money in Money out Balance No Transaction Found Need to vlew older transactions? If you have registered for online slalements, then follow the link lo view Ihem If you don't have online statements. then statements may still be visible in Barclays Cloud It If you can't find the relevant slalemenVtr8nsactions online. you can order a copy slalement Barclay5 8ank UK PLC. Authoiised by the Pwdenlial RegulalK)n Authoiity ar¥J regulated by Ihe FinanLyal Conduct Authlty and the Prudentkql RegulatK)n Authority (Financial Setices Register nutnber. 7596761. Barclays Bank UK PLC adheres to The Slandards of Ler¥Jing PltI whith is InItored and eTrforced by The Lendin9 Standards Board. Further delaits Gan be al Barclays Insurance Servic88 Company Limi18d is authcrfiwl and regulated by th8 FinanrAal Condurt Authority (Finanryal S8Nices Register Trumber.. 3120781. Barclays Smart Invesloi is a tra¢Jing name of Barclays Inveslment SolulKJns Limiteil. Bar¢lays Investment Solutions Limited Fs aulhorised and iegulaled by the Financial Condu¢t Aulhorily. (Finanraal Services Register Thumber.. 1555951. Bardays Investmenl Solutions Limited is a member of the London Stock Exchange & NEX. Bardays Bank PLC. Avlhorised by the Prudential RegulatN)n Aulhwity and wulated by the Financial Condu¢t Auth)rity and Ihe Pnjdentlal Regul8tK)n Aulhorily (Financial serVe$ Register number.. 1227021. Barclays Bank UK PLC. Re9i81ed no. 9740322. Bartlays Insuran servi C¢y7wny Lniled. Registwed . 973765. Bardays Investment SolulTon$ Limited. R8gislered . 2752982. Bardays Bank PLC. Registered no. 1026167. Nl iegi51ered in England. Regislered office for all.. 1 Churchill Plac8, London E14 5HP. Page l ofl