(HARITY COMMISSION FOR ENGLAND AND WALES Recei tsand ments accounts CC16a For the period from Section A Receipts and payments Unrestricted funds to th• n•ar•st Restricted funds Endowment funds to th• n•ar•st £ Total funds Last y•ar th• n•af•St£ to the n•ar•st £ th• MafV4t t A1 Recei ts Invgstment Income 49,108 49,108 tota ross Income or 49,108 49.108 48,447 ssel and Investment sa es, see Clsposa l Fxc¢ee(ts 1159,551 248 570 to 1,159.551 1.159.551 248.570 1,Xfj,669 1208AS9 297,017 48,000 20,416 48.000 20,416 51.700 20,no Sub total 68816 68816 n,470 .lJf %*1 alid Inve3tm£irt wichases, i *, I ,x'rh2SfiS 1,133,351 1,133J51 251.174 Sub total 1,133.351 1.133.351 251.174 1,201,767 1201.767 323,644 Nr:[ ef recelpts/(payments) 312rs hctwep.n fvnds A6 f•31n IiJnd8 last year end Cash ,￿ndS thls year end 6,892 6,892 26,627 91 33,179 33,179 26,287 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest£ Restricted funds Endowmenl funds to n•arnst t Categorles Details to n•ar•st £ B1 Cash funds t￿￿end account 21J)60 Investment deFX)Srt account 12,119 Total cash funds 33,179 •c£wilS)) Unrestricted funds to near•st£ Restricted fvnds Endowment funds ID n•arnst £ Details to noar*st £ B2 knTrner mofielaryassets Fund to whkh asset belon Curr•nt va￿* tk>nal 2,339Y3 Detalls Cost (optional) I￿V￿>S￿￿￿￿ Fund to which asset belon Details Cost (optional) Current tK>nal B4 AJ5è?s retal4ed for !￿e claritys Fund to whkh Anx>unt due end Det,?ils B5 Llabilltles Signed ty one or two trustees on tetslf of all the trLtstees Date of approval Signature Piint Name PAUL QflhJNIKrrER Trustees, Annual Report for the period Period start date Period end date Apnl 2024 2025 From Section A p 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 CA12RW Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office (if any) Name of person (or body) entitled toa int trustee ifan Paul Barinister Ali Rezkl AfRaii I ,rSnn¢J. RLse 10 11 12 14 15 16 17 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear TAR March 2012 Names and addresses of advisers (Optional infomiation) e of adviser Name Address Name of chief executive or names of senior staff members (Optional information) .Section B Structure, overnance and mana ement Description of the charity's trusts Trust deed dated 25th April 1977 Type of governing document How the charity is constituted Trust Trustee selection methods The power to appoint new trustees vested with the settlor during her lifetime. Following the settlor's death, the power to appoint new trustees is now vested in the current trustees. There were no changes of trustees durin ear. The trustees, decisions are made b ama ori vote. Addrtion21 governance issues (Optional information) 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. You may choose to include addibonal information, where relevant, about: policies and procedures adopted for the Induction and training of trustees; the charty's organisational structurc and any wider network with which the charity works; relationship with any related 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. trustees, consideration of major risks and the system and procedures to manage them. Section CBAJ-. . Ob'ectives and activities 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. Summary of the objects of the charity set out in its governing document TAR March 2012 The principles of public benefft, 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 publÉc be•l.:fit in relation to thoae object• (inftlude within this s2cts.op the rtatiitory eclar•at¥on triat true.;eos have h. d I4_s4" 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) Position (eg Secretary, Chair, etc) AN¢vn BA￿*V1£Y&R 'rRL4 £Y PALJL 8AhJtyiCrER rRL4£f£E Date 8,'Ii,J5 TAR March 2012 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** |**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**|Charity Name
The Buckland Charitable Trust|Charity Name
The Buckland Charitable Trust|Charity Name
The Buckland Charitable Trust| |---|---|---|---| ||||| ||05/04/2025|**Charity no**
**(if any)**|273679| ||||| ||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 2025** . **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:** 1-12-2025 **Signed: Name:** MARTIN BORRADAILE **Relevant professional** ACA, Institute of Chartered Accountants in England & Wales **qualification(s) or body (if any):** 1 **Oct 2018** **IER** **Address:** Dodd & Co Limited, FIFTEEN Rosehill, Montgomery Way, Rosehill Estate 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** . 2 **Oct 2018** **IER**