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2024-03-31-accounts

TTh5ttts and Unl￿dIted fw¥nri¥l Ststt•ents for the Ye*r End¢d 31 Manh 2 Trn rtCIO 18 LuwlCyTer￿t DH3 3NQ

rtCIO Conknits ofthe Stst¢meTrts forthe Yexr E#ded 31 Mxreb 2024 2kn4 s￿15 16ts17 gel

rt of the TTa5ttts forthe Year Ended 31 Mryb 2024 djariiies preForti)g their xcounts in xcordantt wilh th¢ Flnallci￿ RwtiDg SlatMJ8rd applioble the UK th Republic of 1rt18nd (FRS I￿2) (effedive l JaAwy2019J Objertives attd ith$ public pl￿nger sttvx SignÉfitantattiviti The trusk&% have complie41 witb the duty in Sgaw)ti 17(51 of the 2011 clwit1￿ Att ￿ bavedue rewd to guid￿ publithed c￿rIts￿k *¢tivitses In theyc4r to 31 Mxch 2024tytrthw¢ miNilKLFe51wvccovucd 25SXI mxles (2023: almost 28.750 miles). Thr vthicle5 Iwve of ow * LEsttgroupSdcciddth￿￿￿lo 8decre￿ iti itw&snoloD8er viabletous¢ourTnillLknwe arng uses allows the ctwity to contil￿t0 provide its Sex¥1￿ at4high l¢vd ofquality. COTnfort and rdiability. Th¢¢h8Jltyr￿CiY¢dgrdUtsa￿d￿onatI(￿s inthtytartotslliog£13S￿.ThCcQtDm￿xtyF{KDthtiffi&TQV1d￿] agrdlltof£S,¢M) The BarboUrFoLll￿ti￿p￿￿dedagr￿lltofQ(￿. Bothth￿wett grntttstow￿sthee0Fe￿)stS0fth¢¢httTJty. TheRothley

d Conm rtCIO ofthe Trn E4ded 31 Marth 21124 Princi￿1 vestmtttt policy objectiv Res￿1￿ for the ytr pHge & The clwity receivol totsl income of £43.749 (21123: £39.170) and hJ total exrrtndI￿ of £3424512023.. £31761) I￿V￿Tr8 I￿1￿(x)meOf£9S04 (2￿23. £Q41W). Thcmainconv￿oft£rf￿1 SKO￿￿Of£43,749(2O23. £39.170) are mtoib¥ses income of £30.084 {2023: £2Q640 togth wrlb • 8ttd of £13￿￿ {2023: £114611 The tnain omponents of totsl exExodI￿ of £34245 (21)23: £31761) we slaff ctws of £20.9n (2023: £19,980) #nd riilllimg e05tsof £7544 (2(U3: £82261 the Cov￿19 pandunic rtStri¢t¥j￿ I￿ ¢thlol the tnLts to bevu the ]frety cAJgoiog level of minilMLS W¢. Governing d•¢tym¢ttt Oryrti5atioAal JtruLknre chairh&% a sttond La%tiBg vote ID theeveDt of alie in vrfi Page 3

rtCIO of theTrnsttt ¢ Y¢r Fad M#reh 2024 Riik mDAgement bav¢adw to lo￿llty and review the risks ro (knity is¢Yp)s&land sy￿￿71$￿8V¢beett esthblishedto plan allowing for the diversifi¢ton of fEmthD& IQtCrn￿ ri$ ￿ mini[n￿l by th¢ impl¢m¢tttstiott of pffwJurt8 for Rqi5teTtyJ Charity •wtyb¢r 1177662 PrinCEp￿ xddrtss 273 Southwi¢k Ro&1 &>uthwick Sunderland R WaIk£r (formuty Oxlry) RobsoD E A Lilli¢ 14Ay2 D Mitchell 16 (Xtsb¢r2023 lttdepeDdeAt etswlner MrD Ki]lowy. ACA cfA Penwel]s 18 LuDdey TeTraL% Che*r.le•Strttt DH3 3NQ M Watson- Page 4

dmt Sunderl*Nd CoJDmll rt to the Trwt¢es tsf CIO require<l for th1sY¢ar(￿ secti￿ 14412) of thea]sIti￿A￿20l1 (tr 2011 Ad}) that ex8millatioD is required. li ismy Ytstx)Dthl)ilityto: examinethe &¢))uttsutMler Stttion 145 ofthe 2011 Act of the2011 A¢tk' and 2011 Act D KIE loury, ACA cfA P¢nwells 18 Lumley T¢rrx¢ Ch¢w.le-Str¢ct DH3 3NQ 18Nov¢mber2024 Page S

StaleTheBtof flunti￿ Aetivitxs ror the Yer End 31 Marth 21124 31.0324 31.0313 13,( 13.5(I) 12.461 ChTilable aclivitits 3Q( 2&646 165 165 30.749 13.( 43.749 39.170 Chritabk etivits¢s Opuation of Miml) 2&714 7531 34245 31761 714 7J31 34245 31761 4.035 Totsi brought forwrd 531 24.4¢M) 34313 40J13 3118( cor4TIf4U￿G OPERATIONS dge6

At31 Muth 21124 31.0324 31.0323 Tots] Tangibk as%ts li 4J59 30.670 4J59 3&670 3.145 30,195 35.029 41.1729 33.310 12 1716) (716) (1531) 34J13 40J13 34J13 40J13 NET ASSETS 34J13 40J13 30,809 FUNDS 13 34313 3Q278 531 40J13 311809 signed on itsbebalf ty: Page 7

Note¥ lo tht Sttsments L ACCOUNTING POLICIVS and Rffjublx¢ of Ireland IFRS IIY2) (¢fftdive l Jatw 1119)., Fitmxial Rqmxting Standard I￿2 'The FiDancial 14come Expenditsre Ttslion Fu•d xccouDtiDg

Trn rtCIO Nole5 to the StlE￿¢￿ts- roRtipu¢d the Yer F￿dttl 31 m￿¢￿ 21J24 31.0324 31.0323 Coalfields RegcTwJ￿TT1jSt Rothley Tru Row Club Hous¢ of G(Ml Allxrt Hunt Tntst HadrianTnL< 5(K) 100 31.0324 31.0323 Hire Fe4s 19516 19.0 ii(x> 5.471 4.775

smDderf￿d Tr rtCIO l¥ol¢¥ ts th¢ T￿￿¢1•1 Stt¢m¢llts- coti•￿ for the Yesr FAdtd 31 Marth 21124 165 (Src]x6) 31m24 31.0323 lJ12 525 381 456 Page io

S•nderlMI ao to th¢ FiDntil Sts the Yexr Elldtd 31 Number of eTrpknyees 31.0324 31.0323 Empknymffitt( 31ffj24 31.0323 20.972 Totsl s.1￿) 7J61 11461 63 Ttslal 31XY) 7J61 39.170 EXPENDITISRE ON Cth•ritable¢tivilKs Total 636 RECONCIIJATION OF FUNDS Totsi ftsllds bro4Ebtforw*rd 42 758 24. 30 531 30.8(8 Page 11

Tr rtcl Notts to e Fm#DciII Ststem¢uts- coDtin for the Year Eaded l Mareh vchidts quipm￿t At l Awil 2023 AthJilion5 24218 594 24312 At31 Mart 2024 24 594 24 At l April 2011 foryf4r 24218 24812 At 31 M8r¢h 2W24 IYET BOOK VALUE At31 Marth 2024 At 31 Marth 2023 31J)324 31ma3 4J59 3.145 31.0324 31.0323 716 1531

Commll Notts to the FwDeil forthey ded 31 Mareh 21124 At 1.423 of At31.0324 15378 4.035 (5.(th) 14313 Restrict•J funds 531 {531) 531 9JL 3Q749 Q4714) 4.1rJ5 (sji) {531) (5.IXi)) 43.749 24

Sind¢rlthd Notes to th¢ frnanti81 Slxtemerts- ¢oDtiHue41 for the YtAr Ended 31 Mxreb 21124 At 1.422 offwJd8 At31.0323 23A2 636 (15.IKQ) 13.1XXI 15278 15.(KK) 758 531 31 (&173) (A361) 761 Page 14

Sunderknd Notts ts* rnaDtial s￿t￿ents- tontia for the Year Ettd 11 MOVEMENTtN TrlJNDS.fo•tiA•td Coxlfields Rytytration Trnst The Bfirbo￿r Fotsrydalion Rothley TT¥St adriln Tr4st Page 15

1xtt￿ttrt of Ftb**tial AdÈvilies for tht YUT EN￿131 MaTth 2024 31.0324 31.0323 11461 165 63 19J16 11 5.471 19.080 Affiliatiofi ftes 4.775 71y) Drivers. fees 417• 39.1 Road fimd tax 645 620 2Jg) Fuel costs MIDAS ithts SaJarie5 1171 312 20.972 2.770 227 19.980 017 Sllpport ewts Rent lJ12 525 381 456 76 I￿11 520 581 2￿• Telephooe 18 Page 16

aderknmd ao Drfalled State•entof Fw4cial Artivihes rthey 31.0324 31.0323 i(xJ l(M) 1¢ 34761 Net iD¢ome F*ge 17