## **STURGE FLATS CHARITABLE TRUST** **Trustees** Alison R Ironside Michael W Sturge (Chair) Anne Ullathorne **Bankers** Charities Aid Foundation **Charity Commission Reference No** 219780 **Trustees’ Report for the year ended 31 March 2025** During the year the Trust’s remaining two leasehold properties reverted to the Bournville Village Trust, and the one freehold property was sold to the Bournville Village Trust. A surplus of £33,372 (2023: surplus of £31,042) on the General Fund account was achieved in the year. The market value of investments decreased over the 12 months by £475 (2023: increase of £21,576). The sale of the property realised a surplus of £90,028. These movements resulted in the balance on the General Fund of £705,079 at 31 March 2024 increasing to £828,004 at 31 March 2025. The Trustees are considering the future of the Trust following the transfer of all its properties, and are currently in discussion with the trustees of Britain Yearly Meeting with a view to donating its funds to Britian Yearly Meeting so as to provide financial support to older members and attenders of the Religious Society of Friends in Britain. We are grateful to Keith Barnes for agreeing to act as Independent Examiner. ## **Michael W Sturge Chair 26 May 2025** ## **STURGE FLATS CHARITABLE TRUST** (Registered Charity Number 219780) ## **BALANCE SHEET AT 31 MARCH 2025** |**Note**
**£**
**Housing Land and Buildings**
2
**Investments (at market value)**
3
**Current Assets**
4
249,643
**Less: Current Liabilities**
4
-
**Net Current Assets**
**Net Assets**
**Represented by:**
**General Fund**|**2025**
-
578,361
578,361

249,643
828,004
828,004
828,004|**£**
105,215
1,056| |---|---|---| |||| These financial statements were approved by the Trustees on 26 May 2025 and signed on behalf by: Michael Sturge Anne Ullathorne Chair Trustee snJRGE RATS CHARThABLE TRUST Re8iStered Charrty Number 219780 REPORT OF THE INDEPENDE￿ EXAMINER FOR THE YEAR ENDED 31- MARCH 2025 I report to the charity trustee5 on the attounts of the Charity for the year ended 31 March 2025. especilve responslbllltlu of trustees and examiner As the chariVs tnistees you are responsible for the preparation of accounts in accordance with the requirements of the Charities Art 2011 (the 2011 Art). I report in respect of my examination of the Twsfs accounts carried out under section 145 of the 2011 Act. and in ¢arryin8 out my exarnination. I have followed the applicable directions given by the Charity Commission under section 145(5llb) of the ACL Independent Examlne¢s Ststement I have cornpleted my examination. I confimi that no material matters have come to my attention in connertion with the examinatlon givin8 me tause to bdieve that: The accounting records were not kept in accordance with section 130 of the Charities Act: or The accounts did not accord with the accounting records: or The accounts did not cornply with the applicable requirements conceming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a'true and fairf view which is not a matter considered as part of an independent examination: or the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charitie5 {FRS1021. 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. ,1+ Keith Barnes. FCMA 2 Beeforth Close New Earswick York Y032 4DF