2024-11-27-accounts

Trustees’ Annual Report for the period

From 28/11/2023 To 27/11/2024

Charity name: The SCSJD Charitable Trust Charity registration number: 1170629

Objectives and Activities

Objectives and Activities	Objectives and Activities	Objectives and Activities
SORP reference
Summary of the purposes of the charity as set out in its governing document Para 1.17 The Trustees shall hold the capital and income of the Trust Fund upon trust to apply the income, and all or such part or parts of the capital, at such time or times and in such manner to, or for the benefit of such Charities or such exclusively charitable purposes
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 and 1.19 In furtherance of the charity’s objects for the public benefit the trustees provide grants.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	In determining the charity’s activities, the trustees have had regard to the Charity Commission’s guidance on public benefit.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Para 1.38 Other

Achievements and Performance

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SORP reference
Summary of the main During the year under review the charity
achievements of the charity, made grant awards to the following
identifying the difference the charities, totaling £26,250:
charity’s work has made to
the circumstances of its - £14,000 to Donate4Refugees
- £2,000 to Royal Society Protection
beneficiaries and any wider
of Birds
benefits to society as a
whole. Para 1.20 - £750 to Royal Society Protection of
Birds
- £5,000 to Brogdale Collections Ltd
for NFC3
- £1,000 to Hedgehog Welfare
- £3,500 to Nottinghamshire Club for
Young People
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against
objectives set Para 1.41
Performance of fundraising
activities against objectives Para 1.41
set
Investment performance
against objectives Para 1.41
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Other

Financial Review

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Review of the charity’s Para 1.21 At the end of the reporting period the charity
financial position at the end had free reserves of £4,541 (2023: £5,997).
of the period
In addition to the free reserves the charity
has bank balances of £20,464 (2023:
£14,729) and investments valued at
£383,503 within the expendable endowment
fund which can be released to support the
activities of the charity.
Statement explaining the Para 1.22 The Trustees pursue a policy of maintaining
policy for holding reserves a free reserve available to be spent in the
furtherance of the charity’s objectives as
stating why they are held
well as covering future needs, opportunities,
contingencies and risks.
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially in Para 1.24
deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a going
concern
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Additional information (optional) You may choose to include further statements where relevant about: The charity’s principal sources of funds (including any fundraising) Para 1.47

Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Expendable endowment funds are those which are required to be invested to produce Other income, but which may be transferred to unrestricted funds at the discretion of the trustees in order that they may be expended in furtherance of the charity’s objectives. Unrestricted income funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes

Structure, Governance and Management

Structure, Governance and Management	Structure, Governance and Management	Structure, Governance and Management
Description of charity’s trusts:
Type of governing document Para 1.25 Trust deed 28 November 2016
How is the charity constituted? Para 1.25 Trust
Trustee selection methods including details of any constitutionalprovisions e.g.	Para 1.25	Trustees are appointed by the existing trustees.

election to post or name of any person or body entitled to appoint one or more trustees

Additional information (optional) You may choose to include further statements where relevant about:

Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about:	Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about:	Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about:
Policies and procedures adopted for the induction and training of trustees Para 1.51
The charity’s organisational structure and any wider network with which the charity works Para 1.51
Relationship with any related parties Para 1.51 No trustee received any remuneration or was reimbursed any expenses in the year under review. Ludlow Trust Company Limited was paid £3,438 for trust administration services during the year under review. These fees are authorised under 3.16 of the trust deed.
Other

Reference and Administrative details

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Charity name The SCSJD Charitable Trust
Other name the charity uses
Registered charity number 1170629
Charity’s principal address Ludlow Trust Co Ltd
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ
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Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Ludlow Trust
1
Company Ltd
2 Celia Ann Derbyshire
3 Stephan Derbyshire
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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– Corporate trustees names of the directors at the date the report was approved

Director name Gary St John Collins Walter Duncan Coxon Ali Reza Sarikhani Ziba Christina Sakine Sarikhani Christopher Ian Thurlow Matthew John Wickers

Name of trustees holding title to property belonging to the charity

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Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets
held in this capacity
Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects
Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets
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Additional information (optional)

Names and addresses of advisers (Optional information)

Type of adviser	Name	Address
Investment Managers	Coutts & Co	440 Strand, London, WC2R 0QS
Bankers	Coutts & Co	440 Strand, London, WC2R 0QS
Accountants	Charter Tax Consulting Limited	8th Floor, 1 Southampton Street, London, WC2R 0LR
Independent Examiner	Geoffrey Frost	Blue Spire Limited, Cawley Priory, South Pallant, Chichester, PO19 1SY
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details ~~a~~ Other optional information ~~Oo~~

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees Signature(s) ~~Cs~~ Full name(s) Yana Davies Position (eg Secretary, On behalf of Ludlow Trust Chair, etc) Company Ltd (Trustee) Date 17 October 2025 ~~|~~

Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts Income from investments 7,803 - - 7,803 9,399 Exchange rate difference - - 417 417 - Income from Interest 1,724 - - 1,724 429 - - - - - - - - - - Sub total(Gross income for AR)9,527 - 417 9,944 9,828 A2 Asset and investment sales, (see table). Sale of investments - - 696,060 696,060 200,078 - - - - - Sub total - - 696,060 696,060 200,078 Total receipts 9,527 - 696,477 706,004 209,906 A3 Payments Charitable Payments 26,250 - - 26,250 30,000 Investment management fees - - 1,366 1,366 2,016 Trust administration fees 3,419 - - 3,419 3,320 Accountancy 600 - - 600 - independent Examiners fees - - - - 180 Cash management fee 19 - - 19 17 - Sub total 30,288 - 1,366 31,654 35,533 CC16a 28/11/23 27/11/24 1170629 The SCSJD Charitable Trust Receipts and payments accounts Period start date Period end date To For the period from ~~=e~~ === e== SS~~S~~ ~~5~~— == ===>

A4 Asset and investment purchases, (see table) Investment purchases - - 670,071 670,071 170,290 - - - - Sub total - - 670,071 670,071 170,290 Total payments 30,288 - 671,437 701,725 205,823 Net of receipts/(payments) - 20,761 - 25,040 4,279 4,083 A5 Transfers between funds 19,305 - - 19,305 - - A6 Cash funds last year end 5,997 - 14,729 20,726 16,643 Cash funds this year end 4,541 - 20,464 25,005 20,726 —===~~==~~ ==——=

CCXX R1 accounts (SS)

17/10/2025

1

Section B Statement of assets and liabilities at the end of the period

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|||||| |---|---|---|---|---| |Unrestricted|Restricted|Endowment| |Categories|Details|funds|funds|funds| |to nearest £|to nearest £|to nearest £| |B1 Cash funds|Capital account|-|-|20,464| |Income account| |4,541|-|-| |-|-|-| |Total cash funds|4,541|-|20,464| |—====| |(agree balances with receipts and payments| |account(s))|OK|OK|OK| |Unrestricted|Restricted|Endowment| |funds|funds|funds| |Details|to nearest £|to nearest £|to nearest £| |B2 Other monetary assets|-|-|-| |-|-|-| |-|-|-| |-|-|-| |-|-|-| |-|-|-| |——===| |Fund to which|Current value| |Details|asset belongs|Cost (optional)|(optional)| |B3 Investment assets|Investment portfolio|Endowment|-|383,503| |-|-| |-|-| |-|-| |-|-| |nee| |Fund to which|Current value| |Details|asset belongs|Cost (optional)|(optional)| |B4 Assets retained for the|-|-| |charity’s own use|-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |oe| |Fund to which|Amount due|When due| |Details|liability relates|(optional)|(optional)| |B5 Liabilities| |-| |-| |-| |-| |Signed by one or two trustees on|Date of| |behalf of all the trustees|Signature|Print Name|approval| |Yana Davies on behalf of Ludlow Trust| |Company Ltd|17 October 2025| |—=| |CCXX R2 accounts (SS)|2|17/10/2025|

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Independent Examiner's Report to the Trustees of The SCSJD Charitable Trust

I report to the charity trustees on my examination of the accounts of the charity for the year ended 27 November 2024.

Responsibilities and basis of report

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all 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 giving me cause to believe that in any material respect:

1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2. the accounts do not accord with those records.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Geoffrey Frost BSc(Hons) FCA Date 17 October 2025 Blue Spire Limited Cawley Priory South Pallant Chichester West Sussex PO19 1SY