## 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