||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**| |---|---|---|---|---|---|---|---|---| ||**From**|Period start date|||**To**|Period end date||| |||1|Jan|2022||31|Dec|2022| ## Reference and administration details **Charity name** International Zen Association United Kingdom CIO **Other names charity is known by** IZAUK **Registered charity number (if any)** 1197451 **Charity's principal address** Bristol Zen Dojo 91-93 Gloucester Road Bristol **Postcode BS7 8AT** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Kate Thompson|Chair||| ||JeremyWaring|Secretary||| ||Adrian Tuttiett|Treasurer||| ||Alana Berrington|||| ||Heather Smith|||| ||Anette Fajardo|||| ||John Callaghan|||| ||Ryan Johnson
McCour t|Friends’ Trustee|Trustee from 31.05.23|Friends of IZAUK| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| ||**Name**||**Dates acted if not for whole year**|| |||||| |||||| |||||| ## **Names and addresses of advisers (Optional information)** **Type of advisor Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution (eg. trust deed, constitution) How the charity is constituted CIO t (eg. trust, association, company) 1 elected by the membership of the Friends of the charity. Trustee selection methods All others appointed by the Trustees. (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: Complaints Policy Safeguarding policy - Policies and procedures adopted 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. ## **Objectives and activities** To promote the understanding and practice of Soto Zen Buddhism with particular emphasis on the teachings of the late Taisen Deshimaru Roshi. **Summary of the objects of the charity set out in its governing document** Providing a linking structure for 9 local groups in the UK Bradford, **Summary of the main** Brighton, Bristol, Leeds,, London (2), Manchester ,Norwich, Nottingham **activities in relation to these** Wells-next-the-Sea). **objects** Organising sesshins (zen retreats) and similar events open to the public. ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - Policy on grantmaking - Policy programme related investment - Contribution made by Volunteers ## Achievements and performance **Summary of the main** 3 Zen sesshins (retreats) were held in 2023: Sheringham (Norfolk) x2, **achievements of the charity** Whitehall centre(Buxton **during the year** 1 kesa sewing session was held at Ashbourne (Derbyshire). Many zen days and weekend events were organised by the local groups. ## **Financial review** The charity maintains and develops reserves to establish a future **Brief statement of the** residential zen retreat centre. **charity’s policy on reserves** **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: The Charity’s income comes from sesshin fees, membership fees (Friends of IZAUK) and donations - 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. ## **Other optional information** ## **Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s) Position (eg secretary, chair,** Secretary **etc) Date** ||**Charity Name**|**No (if any)**| |---|---|---| ||**International Zen Association United Kingdom**|**1197451**| ||**Receipts andpayments accounts**|| ## **CC16a** **For the period** Period start date Period end date **To from** 01/01/22 31/12/22 ## **Section A Receipts and payments** |**Section A Receipts and payments**||||| |---|---|---|---|---| |**A1 Receipts**
Donations
**20**
Interest
**630**
**-**
**-**
**-**
**-**
**-**
**-**
**650**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 650**
**A3 Payments**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**_Sub total_ -**
**_Total payments_ -**
**_Net of receipts/(payments)_ 650**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**-**
**_Cash funds this year end_ 650**
**Unrestricted**
**funds**
**to the nearest**
**£**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**| ||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|**20**
**630**
**-**
**-**
**-**
**-**
**-**
**-**
**650**|**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||||| ||**-**
**-**
**-**|**-**|**-**
**-**
**-**|| |||**-**||**-**| |||**-**||**-**| |||||| ||**-**|**-**|**650**|**-**| |||||| ||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||||| ||**-**
**-**
**-**|**-**|**-**
**-**
**-**|| |||**-**||| |||**-**||**-**| |||||| ||**-**|**-**|**-**|**-**| |||||| ||**-**
**-**
**-**
**-**|**-**|**650**
**-**
**-**
**650**|**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Co-operative Bank
Ecology Building Society
Triodos Bank
**Details**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**10**
**-**
**81,977**
**-**
**79,244**
**-**
**161,231**
**-**
Agreement Error
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| |||||