|**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**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Unrestricted**
**funds**
**to the nearest £**
**48,447**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**48,447**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**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
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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** 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** 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** 2 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** 3 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** 4 Section E Financial review Reserves at the yearend were £26,28712023 - £52.9141. The entire Trust Fund a￿j income thereof is hdd lor unrestricted purwses. Brlet sL￿ement 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 tn￿tee9 report above. sigr￿d 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** 1 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** 2