MICHAEL GARDNER TRUST 500641
ANNUAL REPORT YEAR ENDING MARCH 2025
There were no changes of Tenancies between April 2024 and March 2025.
The Trust continues to provide transport for the elderly and disabled and the vehicles are kept in good repair with the obligatory MOT’s being carried out annually.
An EPC was carried out on 11 Rugby Road in April 2024, all properties are currently up to date.
Annual Gas Safety checks were carried out on all properties.
Inspections of properties have been carried out and along with repairs being completed where necessary. The tenants continue to make contact with the Trust when problems arise and these are resolved/repaired as quickly as possible.
The rendered section on the outside of 77 Wentworth Road was repainted in September 2024
New air vents were fitted in three rooms AT 77A Wentworth Road.
Bathroom at 9 Rugby Road was updated with new tiling, new shower and new shower enclosure plus new flooring.
New fencing was erected the length of the gardens between 9 & 11 Rugby Road with the roof of the storage shed at no. 9 being re-felted.
Annual Insurance premiums were paid on all vehicles and all properties.
MICHAEL GARDNER TRUST 14 Somerset Drive Wollaston Stourbridge West Midlands
STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2025
MICHAEL GARDNER TRUST 14 Somerset Drive Wollaston Stourbridge West Midlands
The Trustees present their Report and Accounts for the year ended 31st March 2025.
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 (2024: 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
…………………………..
……………………………..
18[th] July 2025
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: 18[th] July 2025 Ian Richmond Limited Church Cottage Church Road Tettenhall Wolverhampton WV6 9AJ
2
MICHAEL GARDNER TRUST
TRUST CAPITAL ACCOUNT AS AT 31ST MARCH 2025
| Funds at 31st March 2023 ADD Donations and sundry income Investment income Charitable grants LESS 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 2025 |
516901 509471 - - 0 0 - - 516901 509471 0 0 (6139) 7430 0 0 510762 516901 176981 176981 3126 4168 0 0 - - 78374 84308 247455 249455 2589 2589 508525 517501 600 600 0 0 600 600 507925 516901 2025 2024 |
|---|---|
3
MICHAEL GARDNER TRUST
TRUST PROPERTY INCOME ACCOUNT AS AT 31ST MARCH 2025
| RENTS RECEIVED DONATIONS LESS EXPENSES Repairs and maintenance Utilities costs and site sharing 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 2025 TRANSFER TO TRUST CAPITAL ACCOUNT REPRESENTED BY: Bank Prepayments Deduct Creditor |
38822 32788 0 0 9635 12205 20000 161 1910 2184 0 0 240 7735 470 468 0 0 12250 13516 124 122 10542 1390 0 (966) 55171 36815 (16349) (4027) 16839 16839 490 12812 6139 (8310) 6629 4502 4857 2672 2418 2462 7275 5134 646 632 6629 4502 2025 2024 |
|---|---|
4
MICHAEL GARDNER TRUST 14 Somerset Drive Wollaston Stourbridge West Midlands
STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2025
MICHAEL GARDNER TRUST 14 Somerset Drive Wollaston Stourbridge West Midlands
The Trustees present their Report and Accounts for the year ended 31st March 2025.
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 (2024: 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
…………………………..
……………………………..
18[th] July 2025
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: 18[th] July 2025 Ian Richmond Limited Church Cottage Church Road Tettenhall Wolverhampton WV6 9AJ
2
MICHAEL GARDNER TRUST
TRUST CAPITAL ACCOUNT AS AT 31ST MARCH 2025
| Funds at 31st March 2023 ADD Donations and sundry income Investment income Charitable grants LESS 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 2025 |
516901 509471 - - 0 0 - - 516901 509471 0 0 (6139) 7430 0 0 510762 516901 176981 176981 3126 4168 0 0 - - 78374 84308 247455 249455 2589 2589 508525 517501 600 600 0 0 600 600 507925 516901 2025 2024 |
|---|---|
3
MICHAEL GARDNER TRUST
TRUST PROPERTY INCOME ACCOUNT AS AT 31ST MARCH 2025
| RENTS RECEIVED DONATIONS LESS EXPENSES Repairs and maintenance Utilities costs and site sharing 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 2025 TRANSFER TO TRUST CAPITAL ACCOUNT REPRESENTED BY: Bank Prepayments Deduct Creditor |
38822 32788 0 0 9635 12205 20000 161 1910 2184 0 0 240 7735 470 468 0 0 12250 13516 124 122 10542 1390 0 (966) 55171 36815 (16349) (4027) 16839 16839 490 12812 6139 (8310) 6629 4502 4857 2672 2418 2462 7275 5134 646 632 6629 4502 2025 2024 |
|---|---|
4