2024-04-05-accounts - The Buckland Charitable Trust

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The Buckland Charitable Trust	The Buckland Charitable Trust		273679
Receipts andpayments accounts				CC16a
For the period from	06/04/2023	To	05/04/2024

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ 48,447 - - - - - - -	Restricted funds to the nearest £ - - - - - - - -	Endowment funds to the nearest £	Total funds to the nearest £ 48,447 - - - - - - -	Last year to the nearest £
Investment income	48,447	-	-	48,447	46,175
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
*Sub total*(Gross income for AR)	48,447	-	-	48,447	46,175
	248,570 -	- -		248,570 -
A2 Asset and investment sales, (see table).
Disposalproceeds	248,570	-	-	248,570	518,298
	-	-	-	-	-
*Sub total*	248,570	-	-	248,570	518,298
*Total receipts* A3 Payments
	297,017	-	-	297,017	564,473
	51,700 20,770 - - - - - - -	- - - - - - - - -		51,700 20,770 - - - - - - -
Donations	51,700	-	-	51,700	41,300
Administration	20,770	-	-	20,770	26,734
	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
**Sub total **	72,470	-	-	72,470	68,034
	251,174 -	- -		251,174 -
A4 Asset and investment purchases, (see table)
Investmentpurchases	251,174	-	-	251,174	505,625
	-	-	-	-
**Sub total **	251,174	-	-	251,174	505,625
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
	323,644	-	-	323,644	573,659

	- 26,627	-	-	- 26,627	- 9,186
	-	-	-	-	-
	52,914	-	-	52,914	62,100
	26,287	-	-	26,287	52,914

Section B Statement ol assets and liabilities al the end ol the period Unm$iricted Reslricle Endowmeni Oetails 81 Cash fund* luhd• Det8iJs DetslL8 Details Oet•ils BS U•bWI19• Date ot aKVOV Ll 18108124

Trustees' Annual Report for the period

Period start date Period end date 6[th] April 2023 5[th] April 2024 To

From

Section A Reference and administration details

Charity name The Buckland Charitable Trust Other names charity is known by Registered charity number (if any) 273679 Charity's principal address FIFTEEN, Montgomary Way

Rosehill Industrial Estate Carlisle Postcode CA1 2RW

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Paul Bannister
	Ali Reza Afsari
	Anna Rose Bannister

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

TAR

March 2012

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

Trust deed dated 25th April 1977 Type of governing document

(eg. trust deed, constitution)

How the charity is constituted

Trust

(eg. trust, association, company)

The power to appoint new trustees vested with the settlor during her Trustee selection methods lifetime. Following the settlor's death, the power to appoint new trustees is (eg. appointed by, elected by) now vested in the current trustees. There were no changes of trustees during the year. The trustees' decisions are made by a majority vote.

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.

The Trustees acknowledge that they have a responsibility to review whether the charity is exposed to any major risks. The main risks that the charity is exposed to are a fall in the value of the investment and a fall in investment income. To minimise these risks the Trustees have employed professional investment advisors to review the portfolio on a regular basis.

The stockbrokers have been instructed by the trustees to adopt a medium risk policy of investment, and to generate an annual income in excess of £30,000 per annum. The stockbrokers have been instructed not to invest in companies whose business interests are in tobacco, gambling, alcohol or armaments. The trustees have also advised that they do not wish to invest in Israeli companies.

The stockbrokers have been instructed by the trustees to seek to increase the value of the investment portfolio over the long term. The trustees consider the Charity’s finances are in a strong position and enable the future to be faced with confidence.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The trustees shall hold the trust fund and income thereof for such charitable foundations and for such charitable purposes as the trustees in their absolute discretion shall from time to time think fit.

TAR

March 2012

The principles of public benefit, as defined by the Charities Commission, have been noted by the Trustees. The Trustees confirm having given regard to the Charity Commissions guidance and state their belief that the charity provides identifiable benefits to a section of the public.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have 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

Section D Achievements and performance

Summary of the main achievements of the charity during the year

In keeping with previous years and the charities objectives, The Buckland Charitable Trust is pleased to continue our work supporting charitable foundations. During the year, the Trust has provided £51,700 in support of our chosen charities.

As ever, the Trustees have been vigorous in assessing whether previously supported charities still meet the criteria for receiving support, and, in one or two cases, support has been withdrawn.

The Trustees aim to provide support to a diverse range of charities ranging from small local charities to large international ones.

The thanks for the charities has been much appreciated as have the updates on how the support impacts those receiving it.

We have also tried to respond to particular appeals from our regular charities in order to maximise the impact our support can provide.

TAR

March 2012

Section E Financial review Reserves at the yearend were £26,28712023 - £52.9141. The entire Trust Fund aj income thereof is hdd lor unrestricted purwses. Brlet sLement of the charity's policy on reseNes Detalls of any funds malerlally In dellclt Further flnanclal revlew d8talls (Optlonal Inforniation) You may choose to include additional intomiation, where relevant about- the charity's principal sources of funds linduding any furKlraisingl- how expenditure has suppjrted the key objeciives ol the charty; investment policy and objectives includirvJ any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved Ihe tntee9 report above. sigrd on behalt ol the ¢harlty's tntstees Signature(s) Full name(s) Posltlon (eg Secretary, Chair, elc) gé 1610812024 TAR March 2012

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 05/04/2024 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 2024 .

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. .

Date: 16/08/2024

Signed: Name: MARTIN BORRADAILE Relevant professional ACA, Institute of Chartered Accountants in England & Wales qualification(s) or body (if any): Address: Dodd & Co Limited, FIFTEEN Rosehill, Montgomery Way, Rosehill Estate

Oct 2018

IER

Carlisle, CA1 2RW

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

IER