CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 July 2023 Period start date To 30 June 2024 Period end dat• Charity name: Tho Suzy Tn￿t Charfty registration number: 283229 Objectives and Activities Summary of the purposes of the charity as set out in its OV8min document Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confinning whether the trustees have had regard to the guidan issued by the Charrty Commission on public benefft Para 1.17 The relief of refugees and the poor of all nations Parn 1.17 arKI 1.19 To ralse funds and to distribute them to charlties and individuals worklng to relieve suffering and starvation PaTr 1.18 The Trustees have had regard to the guidance issued by the Charity Commission on publlc benefft in pursuance of their activities Addltlonal inforniation (optional) You ma choose to indude further statements where relevant about: SORP referent¢ nla Para 1.38 Policy on grant making Pwa 1.38 Policy-on social investmenl including program related investment nla Pwa 1.38 Contribution made by volunteers Other Achievements and Performance SORP refwce During the 12 months to 30 June 2024 the Suzy Trust donated £33.720 to the followrng charities: Summary of the main achievements of the charity, identifying the difference the Gharity's work has made to the circumstances of rts beneficiaries and any wider benefEts to society as whole. Paro 1.20 cOn￿rn £61X)- Concem Worldwide is Ireland's largest aid and humanitarian agency. Founded over 50 year5 ago it has worked in 50 countrie5 Ethiopiaid: £9,IXK)-a UK registered charity that Eenerates public funding for local charity partners in Ethiopia to ￿lIeVe famine and poverty Water Aid: £120- operate5 in 34 countries worldwide. Working to transform millions of lives every year by improving access to clean water. toilets and hygiene Marfs Meals: £6,(m-supplying a meal everyday to over a million school children across the poorer areas of the world CAFOD £I,(KX)- the official aid agency for the Catholic Church in England and Wales reaching out to people living in hard-to-reach place5, in war zones and those who are discriminated against Sister Rose Carniel= £3.(YX)- working to alleviate poverty in Bucharest Light for the Blind: £3,CKK)- hospice5 for the destitute in India Network for a Better World £9.WJ- Prevention & relief of poverty in remote, marginalised areas of the world lespecialty rural Malawil with spectfic 5UPPOrt for women and children Cap ca￿ £2,CKKI- Helping the disadvantaged in Wakefield and to raise the awareness of the general public Addttlonal infomHtion (optional) You ma choose to inclLbJe further statements where relevant about.. Achievements against objectives set Para 1.41 nla performan￿ of fundraising activities against objectives set Para 1.41 nla Investment perfomian against objectives Para 1.41 nla Other Financial Review Review of the chartty's financial position at the end of the peri¢xI Para 1.21 The charity has surplus funds following a larye legacy received in the year. Trustees are giving ongoing consideration as to how to dlstrlbute these funds. To hold no overdraft or borrowings or costs, to maintain a min. £3.000 balance su lus for u enta als Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero rese￿eS Details of fund materially in deficit Explanation of any uncertainties about the harity continuing as a going concem P8rn 1.22 Parn 1.22 Pats 1.22 nla Para 1.24 Para 1.23 None. nla Additional Infonnation {optional) You ma ch005e to include further statements where relevant about The char¢ty's principal sources of funds {inGtuding any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted P8r8 1.46 A description of the prinapal risks facing the chanty Parn 1.46 Oiher Structure, Governance and Management Description of charity's trusts.. Type of goveming document Para 1.25 Trust Deed How is the charity constituted? le.g Ltlli Para 1.25 Trust Deed Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1_25 Appolnted in AGM Additlonal inforniation {optional) You ma choose to include further statements Whe￿ relevant about: nla Policies arKI procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider ne￿Ork with which the charity works Para 1.51 None Relationship with any related parties Parn 1.51 Other Reference and Administrative details Cha name Other name the chari uses istered cha numter Charity's principal address Thes Trust Saint Peterfs and Saint Paul's Suz 283229 1 Chevet Mey￿, Sandal. Wakefiehl, WF2 6AG Fund Names of the charlty trustees who manage the charity Tru8ts• namo Office {rfanyl Datss acttd rf notfor wholg Nam• ol per8an lor body) entitled int trustso Christian Hazell Jan Szczepanski Ron Mulroy Satya Mehta Terry Walsh Moni¢a Haley Ma￿lane Magdy Haworth 1n123 to 3115123 Clara Ellen Metcalf8 10 12 13 14 15 16 17 18 19 20 orate trustees- names of the directors at the date the re Dlr¢ctor name nla rtwasa roved Name of trustees holding tide. to woperty belonging to the charity Truste• n8mo Dates acted rf not for whole nla Funds held as custodian trustees on behalf of others Description of the assets nla held in this capacity Name and objects of the charity on whose behalf tr assets are held and how this falls within the custodian charity's ok¥'e¢ts Details of arrangements for safe custody and segregation of such assets from the charty's own assets Additional Infomiation (optional) Names and addresses of advisers {optior￿1 inf0m￿tIOn) TY￿ of Name Address advisor nla Name of chief oxecutive or names of senior staff members (Opfjonal Infomiation) nla Exemptions from disclosure Reason for non-dis¢losure of ke rsonnel details Other o tional information Declarations The trustees declare that they have approved the trustees. rnport above. Signod on behalf of the charity's trustees Signature(s} Full name(s) Posltion (eg Secretary, Chair, etc) Chrtstian Hazell Chair Date 17 October 2024 ## **THE SUZY TRUST REGISTERED NUMBER 283229 12 MONTHS ENDED 30 June 2024** |_RECEIPTS & PAYMENTS ACCOUNT for Year Ended 30 June 2024_
RECEIPTS
Donations, collections & other
fundraising (2023: £11,360)
Legacy
Bank interest
HMRC Gift Aid (Donations) (2020: £4,728)
Accumulated balance @ 1.7.23
_BALANCE SHEET at 30 June 2024_
_ASSETS & LIABILITIES_
Cash at bank
Summary list of donations (payments):
Concern Worldwide
Ethiopiaid
Wateraid
Marys Meals
Sr Rose Carmel
Cafod
Light for the Blind
Wakefield CAP
Network for a Better World|£
PAYMENTS
10,284
Donations (2023: £17,720)
55,000
-
Bank Charges
1,884
Printing
10,336
Accumulated balance @ 30.06.24
77,504
43,784
Accumulated balance I & E Account
£
600
9,000
120
6,000
3,000
1,000
3,000
2,000
9,000
33,720|£
33,720
-
-
43,784
77,504
43,784| |---|---|---| CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees Chaiily Naiiie The Suzy Trust On accounts for the year ended 30 June 2024 Charity no lif any) 283229 Set out on pages Ireii)embei 117 inGlude Ilie page liiimbers of additional sheelsl I report to the trustees on my examination of the accounts of the above Charity ("the Trust") for the year ended 30 10612024. As the charity's trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 l.the Act.). Responsibilitles and basis of report 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 examlner's statement I have completed my examination. I confim that no material matters have come to my attention in connection with the examination whlch gives me cause to believe that in, any material respert.. the accounting records were not kept in accordance with section 130 of the Charities Act- or the accounts did nol accord with the accounting records.. or the accounts did not comply with the applicable requirements concerning the fom 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. I have no concems and have come across no other matters in connection with the examination to which attention should b8 drawn in this report in order to enable a proper understanding oflhe accounts to be reached. Please delete th8 words in the bracket$ if they do not apply. 24 April 2025 Signed: Dat•: Name: Steven John Worrall Relevant professional qualification(sl or body (if anyl: FMAAT IER Oct 2018 Address: 24 Links Way, Drighlington, Bradford BD11 ILE Section B Dis¢losure Only complete if the examiner needs to highlight material mallers of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief delalls of any items that the examiner wishes to dis¢losè. NONE. IER Oct 2018