MICHAEL GARDNER ANNUAL REPORT YEAR ENDING MARCH 2024
The Trust has continued to rent out properties and provide transport for the disabled when requested in accordance with theTrust Deed.
EPCs and EICRS were carried out in the properties that were due, all were satisfactory and no work was required to be done
As usual the inspection of the properties were carried out and tenants were asked if there were any problems. Necessary repairs were then promptly carried out. Between inspections tenants were encouraged to make made contact with the Trust if problems arose so that necessary work could be carried out.
Almost £8,000 was paid to Solicitors working to get the Trust changed to CIO.
New Tenants were installed in 9 Rugby Road, the previous tenant having died so over £3000 was spent in carpeting and replacing items in the kitchen, and in 77 B Wentworth Road where the previous tenant had vacated the property.
The usual amounts were spent on insurance of vehicles and houses, and work was required to be done and carried out on the vehicles.
Dated this 26[th] October 2024
Vivienne Haynes Trustee
MICHAEL GARDNER TRUST 14 Somerset Drive Wollaston Stourbridge West Midlands
STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2024
MICHAEL GARDNER TRUST 14 Somerset Drive Wollaston Stourbridge West Midlands
The Trustees present their Report and Accounts for the year ended 31st March 2024.
Status
The Trust is registered as a Charity with the Charity Commissioners, registered no 500641.
Properties
Tenanted properties during the year were numbers 9 and 9A, 11 and 11A Rugby Road, 77, 77A, 77B, Wentworth Road.
.
Transport
The Trust continued to provide transport facilities for the elderly and infirm to church services, functions and meetings.
Trustees Remuneration
The Trustees neither received nor waived any emoluments during the year (2023: Nil). Out of pocket expenses totalling £NIL were paid.
The Trustees who have served during the year were:-
Miss V J Haynes Rev P J Williams
…………………………..
……………………………..
8[th] July 2024
1
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF MICHAEL GARDNER TRUST
I report on the accounts of the Trust for the year ended 31st March 2024 set out on pages 3 to 4.
Respective responsibilities of trustees and examiner
As the charity’s trustees you are responsible for the preparation of the accounts: you consider that the audit requirement of section 43(2) of the Charities Act 1993 (the Act) does not apply. It is my responsibility to state, on the basis of the procedures specified in the General Directions given by the Charity Commissioners under section 43 (7)(b) of the Act, whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention:
-
(1) which gives me reasonable cause to believe that in any material respect the requirements
-
to keep accounting records in accordance with section 41 of the Act; and
-
to prepare accounts which accord with the accounting records and to comply with the
-
accounting requirements of the Act, have not been met; or
-
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
………………………………….
Ian Richmond Chartered Accountant
Date: 8[th] July 2024 Ian Richmond Limited Church Cottage Church Road Tettenhall Wolverhampton WV6 9AJ
2
MICHAEL GARDNER TRUST
TRUST CAPITAL ACCOUNT AS AT 31ST MARCH 2024
| Funds at 31st March 2023 ADD Donations and sundry income Investment income Charitable grants LESS Profit on sale of 75 Wentworth Road Transfer from property income account Interest on loan REPRESENTED BY: Freehold properties at cost Motor vehicles at cost less depreciation COIF Charities general fund COIF Charities deposit fund Expenditure re: Wollaston Free Church Loans Exp on property DEDUCT Deposits held Loans Fund at 31st March 2024 |
509471 500084 - - 0 0 - - 509471 500084 0 0 7430 1514 0 0 516901 501598 176981 361981 4168 8448 0 0 - - 84308 73830 249455 63223 2589 2589 517501 510071 600 600 0 0 600 600 516901 509471 2024 2023 |
|---|---|
3
MICHAEL GARDNER TRUST
TRUST PROPERTY INCOME ACCOUNT AS AT 31ST MARCH 2024
| RENTS RECEIVED DONATIONS LESS EXPENSES Repairs and maintenance Utilities costs Insurance Bank and legal expenses Professional fees Accountancy Loan interest Vehicle expenses Sundry expenses Depreciation - motor vehicles Profit on disposal of motor car SURPLUS FOR THE YEAR Fund at 31st March 2023 TRANSFER TO TRUST CAPITAL ACCOUNT REPRESENTED BY: Bank Prepayments Deduct Creditor |
32788 35586 0 187 12205 25029 161 15 2184 2094 0 97 7735 5138 468 420 0 3389 13516 14412 122 22 1390 2112 (966) 36815 52728 (4027) (16955) 16839 35901 12812 18946 (8310) (2107) 4502 16839 2672 14869 2462 2578 5134 17447 632 608 4502 16839 |
|---|---|
4
MICHAEL GARDNER TRUST 14 Somerset Drive Wollaston Stourbridge West Midlands
STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2024
MICHAEL GARDNER TRUST 14 Somerset Drive Wollaston Stourbridge West Midlands
The Trustees present their Report and Accounts for the year ended 31st March 2024.
Status
The Trust is registered as a Charity with the Charity Commissioners, registered no 500641.
Properties
Tenanted properties during the year were numbers 9 and 9A, 11 and 11A Rugby Road, 77, 77A, 77B, Wentworth Road.
.
Transport
The Trust continued to provide transport facilities for the elderly and infirm to church services, functions and meetings.
Trustees Remuneration
The Trustees neither received nor waived any emoluments during the year (2023: Nil). Out of pocket expenses totalling £NIL were paid.
The Trustees who have served during the year were:-
Miss V J Haynes Rev P J Williams
…………………………..
……………………………..
8[th] July 2024
1
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF MICHAEL GARDNER TRUST
I report on the accounts of the Trust for the year ended 31st March 2024 set out on pages 3 to 4.
Respective responsibilities of trustees and examiner
As the charity’s trustees you are responsible for the preparation of the accounts: you consider that the audit requirement of section 43(2) of the Charities Act 1993 (the Act) does not apply. It is my responsibility to state, on the basis of the procedures specified in the General Directions given by the Charity Commissioners under section 43 (7)(b) of the Act, whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention:
-
(1) which gives me reasonable cause to believe that in any material respect the requirements
-
to keep accounting records in accordance with section 41 of the Act; and
-
to prepare accounts which accord with the accounting records and to comply with the
-
accounting requirements of the Act, have not been met; or
-
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
………………………………….
Ian Richmond Chartered Accountant
Date: 8[th] July 2024 Ian Richmond Limited Church Cottage Church Road Tettenhall Wolverhampton WV6 9AJ
2
MICHAEL GARDNER TRUST
TRUST CAPITAL ACCOUNT AS AT 31ST MARCH 2024
| Funds at 31st March 2023 ADD Donations and sundry income Investment income Charitable grants LESS Profit on sale of 75 Wentworth Road Transfer from property income account Interest on loan REPRESENTED BY: Freehold properties at cost Motor vehicles at cost less depreciation COIF Charities general fund COIF Charities deposit fund Expenditure re: Wollaston Free Church Loans Exp on property DEDUCT Deposits held Loans Fund at 31st March 2024 |
509471 500084 - - 0 0 - - 509471 500084 0 0 7430 1514 0 0 516901 501598 176981 361981 4168 8448 0 0 - - 84308 73830 249455 63223 2589 2589 517501 510071 600 600 0 0 600 600 516901 509471 2024 2023 |
|---|---|
3
MICHAEL GARDNER TRUST
TRUST PROPERTY INCOME ACCOUNT AS AT 31ST MARCH 2024
| RENTS RECEIVED DONATIONS LESS EXPENSES Repairs and maintenance Utilities costs Insurance Bank and legal expenses Professional fees Accountancy Loan interest Vehicle expenses Sundry expenses Depreciation - motor vehicles Profit on disposal of motor car SURPLUS FOR THE YEAR Fund at 31st March 2023 TRANSFER TO TRUST CAPITAL ACCOUNT REPRESENTED BY: Bank Prepayments Deduct Creditor |
32788 35586 0 187 12205 25029 161 15 2184 2094 0 97 7735 5138 468 420 0 3389 13516 14412 122 22 1390 2112 (966) 36815 52728 (4027) (16955) 16839 35901 12812 18946 (8310) (2107) 4502 16839 2672 14869 2462 2578 5134 17447 632 608 4502 16839 |
|---|---|
4