2023-04-05-accounts

Trustees. Annual Reporl lor the period PtrK¥J etKI dale From To Section A Reference and administralion details Charlty name The BL**laThJ Charitat4e Tnjst manage the charlty Trus￿ nam (Kxry) NThof p•r¥on lor body) èntltled Paul 8annister Ali Reza Alsari Anna Rose Bannister 10 12 13 14 15 16 Names ol the trustees lor the Charlty, 11 anyj Ilor example. any custt)dlan trusleesl Name Dales acted il nol for whole TAR March 2012

Narr￿ and •ddresse• of (Optlonal InforFn•tlonl of advlw Name Address Name of chlgf oxe¢ull¥e or nornes of s•nlor slaff membws (Optlonal Infomi•llonl Section B Structure, overnance and mana ement Dewlptlon of the chity'$ Insts Twst de&J dated 25th Npil 1977 Type of gov¢miro d￿alment How the charity i8 0)n￿l￿rted Truslee selection mellKKIs The rTher to wint Injstees vested vrith the settlor during her lileiime. Follwng Ihe settlorf5 death. the [￿Wer to aFpoinl new trustees is w vested in the ojrrent trustees. were no changes ol trustees duri vote. Add￿lon81 governan￿ ISSU￿ (Optional inforni•tlon} The Trusrees acknowledge Ihal they have a rewnsibilty to review 7hether the charity is exp)sed to any major risks. The main risks that the charity exF4Jsed to are a fall in the value of the investment and a fJl in investment income. To minimi8e these rtsks the Tll￿tees have employed prolessJnal investsw)t to tt FY1folio on a wular basis. You may choose to ir¥ addilionai Informat￿n, wherg levant, about". polioes and prowju adopted lor the 1ndL￿￿)n training ol trustees- the tharity's organisational structure and any wrder nefftrk ￿￿th which the charity works., relationship wth any relatsd parties,. Iwstees, considefatijn ol major risks and the system and PToceduTes to manage them. The stocbrokers have Leen instructed by the tW5tees w adopt a mediurn risk poly of inveslment, aThJ to generate an annual in￿rne in excess of £30,000 Fer annum. The st(4￿brOkerS have been instr￿ted not to invest in companies vth)se ￿￿nesS interests are in tobacco, gambling. aicohoj or armaments. The truslees have also athsed that they do not wish to invest in Israeli ¢x*npanw. The stcdthrc&ers have been in$in￿ted by the tnjslees lo seek lo iwease the vJue ol the iFwe5tment wMtfo1￿ over the long terrn. The trustee5 consthr the Charity's fTrnar￿ aTe in a strong FQSition aTrJ enable the fuiure to be fa¢&J with ctrfff￿nCe. Section C Ob'ectives and activities The trustees shall trust furnl arwj in(xJme thereof for such charitthe louTrJalions and lor sL￿h charitable purposes as the trustees in their absduie diSC￿lOn shall Irfm lime lo time think frt. Summary of the oblecls ol thw charity set out in Ils goveming docunw TAR March 2012

The of tetfil. as delined by Ihe ChariDes Commission, have been fi0￿1 by the Tnjslees. The Trustèes confirm having given regard lo the Charity Commissions guidance and slate their belief that the charity provhjes hjenlrfiable benefits to a sectKJn ol the public. Summary olthe main aetivlties undertaken lor Ihe publ1¢ benefll in relatlon to these objects {In¢lude withln this section the $iatulory decl•ration that trustees have had regard to the guidance Issued by the Charity Commisslon on publi¢ beneftt} Add511onal detsils of ¢￿Ie¢l1Ve$ and acllvities {Optlcxwl inlomiallon) You may choose to indude further statements, where relevant, about.. )licy on grantmaking., policy programrne rel& investment.. contribution made by volunteers. TAR Marth 2012

Section D Achievements and performance Summary ol thè maln achrevements of the ¢harlty durlng the ythr In keeping with wevious yeaK5 ar￿ the charities objectives, The Buckland Charitable Trusl is pleased to continue our work supporting charitable foundations. During the year. th& Trust has proVKI￿ £41,31KJ in suw ol our cWn chantjes. As ever. the Trustees have trMn vigNous in assessing whether previwsly supwrted charrtes sb'll meet the crileria lor receiwng SUPF¥)rt. ar*J. in one or hvo cases. SUFfM)rt has been wthdrawn. The Trustees lo wKle supy)rt lo a diverse range of Char￿eS raThJing from small local Chari1￿ lo krge intemats'onal one5. The thanks for the dwi￿$ has bew) much apprwated as have Ihe upjales on the SLWYt impacts fvse receiwng it. We have a150 Irigj to res[￿nd lo partK¥lar appe￿$ from our iegular Char￿eS in to M￿lM15e the impaci our surwrt can [￿Vide. TAR March 2012

Section E Financial review Brlel stslement of the charlty's polrcy on reserv ReseNes at the yeare￿I were £52,91412022- £62,1(K)I. The entire Tiust FuThl arKI 1￿me thereof is hekl for unrestricted rF4)ses. Detslls of any fundg mat•rSally Sn deficSt Further fIrW￿l•l re¥5￿ detsiis {Optional Inftymalionl You may Choose to indtK1e additional infomMtJn, where relevant aLJut'. the charty's prinu gources ol fufwts I1￿Ud1￿j any fundraisingl., how expenditure has supported the key ot¥eLXi ol the charity.. investment arKI obje¢tives Incl￿1￿ng any ethical Investment sy)licy adopied. Section F Other optional intormation Section G Declaration The trustees declare thal they have approved the ITustees' report above. Slgned on behaw ol the charity's Irusle88 Slgn•turg($) Full name($) Posltlon {gg Secretary, Chair, etc) ANthVA 6 rRL4f fEE Dale '"tL'. TAR ma￿ 2012

Secllon 8 St8lement ot assets and liabllltles at Ihe end ol the perlod lund¥ B1 C•sh fv DBtsI B5

CMARITV (OA4MLSSIOII FOR Et4GiANOAfiDtrIAi Receipts and paymenls accounts CC16a T• Section A Receipts and payments Al 441 175 Syb trAR} ns 175 37 tsb￿l. 14 >wrthid ity)

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name The Buckland Charitable Trust members of On accounts for the year 05/04/2023 Charity no 273679 ended (if any) Set out on pages 1-2 (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 5 April 2023 . Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 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 I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

• 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 comply with the applicable requirements concerning 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 fair’ view which is not a matter considered as part of an independent examination.

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. .

Signed: Date: Name: JOANNE THOMLINSON Relevant professional FCA, Institute of Chartered Accountants in England & Wales qualification(s) or body (if any): Address: Dodd & Co Limited, FIFTEEN Rosehill, Montgomery Way, Rosehill Estate Carlisle, CA1 2RW

Oct 2018

1

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Oct 2018

2

IER