## **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** **----- Start of picture text -----**
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
**----- End of picture text -----**
Other ## **Financial Review** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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 **----- Start of picture text -----**
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
**----- End of picture text -----**
**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** **----- Start of picture text -----**
|||||| |---|---|---|---|---| |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| **----- End of picture text -----**
## **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