Digitally Signed Document Document ID: 97C2B8B1A21199
## Document Details
|**Filename:**|Accounts for approval INT0011.pdf|
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|**Client of:**|Haines Watts|
## Signature Details
|**Name:**|Adrian Tuttiett|
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|**Email:**|a.tuttiett@virginmedia.com|
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|**Date & Time:**|20/01/2025 14:41:54 PM (GMT)|
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|**IP Address:**|86.31.165.74|
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|**Signing Statement:**|Adrian Tuttiett agrees and approves the contents of
this document.|
## Digital Certificate
The approved PDF file has been digitally certified.Please check the Digital Certificate information in your PDF viewer to verify the Digital Certificate authenticity and the PDF has not been tampered with.
|**On behalf of:**|Haines Watts|
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|**PDF digital certificate:**|IRIS Software Group Limited|
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|**Digital certificate issued by:**|GlobalSign|
Please keep a copy of this document for your records.
**REGISTERED CHARITY NUMBER: 1197451**
**REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023 FOR INTERNATIONAL ZEN ASSOCIATION (UNITED KINGDOM)**
**Trustees' Annual Report for the period** Period start date Period end date 1st January 2023 31st December 2023 **From To**
## Section A Reference and administration details
**Charity name International Zen Association United Kingdom Other names charity is known by IZAUK Registered charity number (if any) 1197451 Charity's principal address 91-93 Gloucester Road Bishopston Bristol Postcode BS7 8AT**
**Names of the charity trustees who manage the charity**
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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**|||
|||**Adrian Tuttiett**|**Treasurer**|||
|||**Jeremy Waring**|**Secretary**|||
|||**Anette Fajardo**||||
|||**Alana Berrington**||||
|||**Heather Smith**||||
|||**John Callaghan**||||
|||**Ryan Johnson**|**Friends Trustee**|**From 31/5/2023 to**
**31/12/2023**|**Friends of International Zen**
**Association UK**|
|||**Ged Welford**|**Friends Trustee**|**From 1/1/2023 –**
**resigned 2/2/2023**|**Friends of International Zen**
**Association UK**|
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|||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
|||**Name**||**Dates acted if not for whole year**||
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**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser 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**
Type of governing document
**Foundation Model Constitution**
- (eg. trust deed, constitution)
**Charitable Incorporated Organisation** How the charity is constituted
- (eg. trust, association, company)
**Trustees are selected by existing trustees on the basis of their** Trustee selection methods **experience and length of practice within the Charity.**
- (eg. appointed by, elected by) **One trustee is appointed by the ‘Friends of the International Zen Association UK’**
## **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 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.
**TAR**
March **2012**
2
## **Section C Objectives and activities**
**To promote the understanding and practice of Soto Zen Buddhism with particular emphasis on the teaching of the late Taisen Summary of the objects of the Deshimaru Roshi for the public benefit. charity set out in its governing document**
**The charity supports and co-ordinates the activities of approximately 9 local groups in the UK(Bradford, Brighton, Bristol, Leeds, London x2, Manchester, Norwich, Wells-next-thesea).**
**Summary of the main activities undertaken for the It also plans and organises sesshins (Zen retreats) and similar public benefit in relation to events which are open to the public. these objects (include within this section the statutory The charity carries out its aims and objectives with regard to the declaration that trustees have guidance issued by the Charity Commission on public benefit. had regard to the guidance issued by the Charity Commission on public benefit)**
## **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.
**TAR**
March **2012**
3
## Section D Achievements and performance
**4 sesshins (retreats) were held during the year in: Summary of the main Crosby Hall (Liverpool), Ashbourne (Derbyshire) and Sheringham achievements of the charity (Norfolk) x2. during the year Further special events such as zen days, weekends, kesa sewing practice and talks have been organised by local groups. This is in addition to the regular daily zazen practice (zen meditation) organised by local groups. IZAUK also maintains a Bursary Fund to supplement the sesshin fees of those who have low or no income. The charity produces and circulates to members a Zen newsletter 3 or 4 times per year. The charity made a secured and repayable loan of £150,000 to Bristol Zen Dojo in support of its objectives and in accordance with its founder’s bequest.**
**TAR**
March **2012**
4
**Section E Financial review**
**The charity maintains a fund to be used for special projects Brief statement of the including the establishment of a future residential retreat. charity’s policy on reserves**
**Details of any funds materially in deficit**
**Further financial review details (Optional information)**
**Sources of funds: Donations, Membership fees, Sesshin fees, sale** You **may choose** to include **of merchandise & artifacts to members, Gift Aid.** additional information, where relevant about: **Expenditure: Hire of accommodation & catering for sesshins,** • the charity’s principal **committee meetings, supporting local groups, financial support to** sources of funds (including **individual members to attend events via bursary fund.** 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.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s) Adrian John Tuttiett**
**Position (eg Secretary, Chair, Treasurer etc) Date** 20 January 2025
**TAR**
March **2012**
5
|**Charity Name**||**No (if any)**|||
|---|---|---|---|---|
|**International Zen Association(United Kingdom)**||**1197451**|||
|**Receipts andpayments accounts**||||**CC16a**|
|**For the period**
**from**
Period start date
01/01/23|**To**|Period end date
31/12/23|||
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**4,348**
**565**
**19,375**
**1,413**
**20**
**12,512**
**3,333**
**-**
**41,566**
**-**
**-**
**-**
**41,566**
**21,909**
**1,313**
**1,808**
**334**
**3,454**
**715**
**3,132**
**13**
**72**
**80**
**150,000**
**182,830**
**-**
**-**
**-**
**182,830**
**- 141,264**
**-**
**161,231**
**19,967**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**4,348**
**565**
**19,375**
**1,413**
**20**
**12,512**
**3,333**
**-**
**41,566**
**-**
**-**
**-**
**41,566**
**21,909**
**1,313**
**1,808**
**334**
**3,454**
**715**
**3,132**
**13**
**72**
**80**
**150,000**
**182,830**
**-**
**-**
**-**
**182,830**
**- 141,264**|**Total funds**
**to the nearest £**
**4,348**
**565**
**19,375**
**1,413**
**20**
**12,512**
**3,333**
**-**
**41,566**
**-**
**-**
**-**
**41,566**
**21,909**
**1,313**
**1,808**
**334**
**3,454**
**715**
**3,132**
**13**
**72**
**80**
**150,000**
**182,830**
**-**
**-**
**-**
**182,830**
**- 141,264**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|
|Donations|**4,348**|||||**-**|
|Interest|**565**|||||**-**|
|Sesshin Income|**19,375**|||||**-**|
|Boutique Sales|**1,413**|||||**-**|
|SewingSales|**20**|||||**-**|
|Transfer in from Trust|**12,512**|||||**161,231**|
|Loan repayments|**3,333**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|
**41,566**|||||**161,231**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
|||||||**161,231**|
||||||||
|
Sesshin Expenses|**21,909**|||||**-**|
|Committee MeetingExpenses|**1,313**|||||**-**|
|Boutique Purchases|**1,808**|||||**-**|
|Core Management & Administration|**334**|||||**-**|
|Local GroupSupport|**3,454**|||||**-**|
|BursarySupport|**715**|||||**-**|
|AZI Transfer|**3,132**|||||**-**|
|Printing, Postage & Stationery|**13**|||||**-**|
|General Refunds|**72**|||||**-**|
|Bank Charges|**80**||||||
|Loan to Bristol Zen Dojo
**_Sub total_ **|**150,000**||||||
||**182,830**|||||**-**|
||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||
||**-**||||||
||**-**||||||
|**_Sub total_ **|**-**|||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||
|||||||**-**|
||||||||
||**- 141,264**|**-**|**-**|**- 141,264**||**161,231**|
||**-**|**-**|**-**|**-**||**-**|
||**161,231**|**-**|**-**|**161,231**||**-**|
||**19,967**|**-**|**-**|**19,967**||**161,231**|
CCXX R1 accounts (SS)
15/01/2025
1
**Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on behalf
of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
CCXX R2 accounts (SS)|
**Details**
Cooperative Direct Plus account
Cooperative Bursary Fund
Ecolgy Building Society
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Triodos Bank
Coop Business Select
Boutique Cash account
**Details**
BZD Loan Outstanding
**Details**
**Details**
**Details**
Signature
2|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,915**
**-**
**1,548**
**-**
**8,952**
**-**
**6,087**
**-**
**20**
**-**
**445**
**-**
**19,967**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**146,667**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Adrian John Tuttiett|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
|||||
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||||
||||15/01/2025|
## **Independent Examiner’s Report to the Trustees of International Zen Association (United Kingdom)**
## **Year ended 31 December 2023**
```
I report to the Charity Trustees on my examination of the accounts of the charity for the year ended 31
December 2023.
```
```
.
```
## **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.
```
```
Andrew Jordan FCA
Haines Watts Chartered Accountants
Bath House
6-8 Bath Street
Bristol
BS1 6HL
```
`Date:` 20 January 2025