**DAVID SCOTT’S COVENTRY JUBILEE COMMUNITY CARE TRUST**
**REPORT OF THE TRUSTEES AND**
## **FINANCIAL STATEMENTS**
**FOR THE YEAR ENDED 31 DECEMBER 2024 CHARITY NUMBER 510979**
## **THE DAVID SCOTT’S COVENTRY JUBILEE COMMUNITY CARE TRUST**
## **TRUSTEES’ ANNUAL REPORT**
## **FOR THE YEAR ENDED 31 DECEMBER 2024**
The Trustees present their report with the financial statements for the year ended 31 December 2024.
## **TRUSTEES**
Trustees who served during the year:-
Alistair McIntosh Caroline Rhodes Mary Cantilon Kirstie Kelley Simon Sharpe
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
## **Governing Document**
The Charity was established by a declaration of trust dated 6 January 1981.
## **Management**
The Charity is administered by the Trustees, who meet periodically and have authorised one Trustee to assess applications for assistance up to £500. No grants in excess of £500 were made during the year.
Trustees are selected by a resolution of the existing trustees.
The Trustees have considered the major risks to which the Charity is exposed and have established systems and procedures to manage those risks.
All Trustees give their time voluntarily and receive no benefits from the Charity.
## **OBJECTIVES AND ACTIVITIES**
The objective of the Charity is to provide assistance to the sick and needy in Coventry either by direct payment to individuals or by the provision of medical equipment and services. The aim is to provide this assistance within 48 hours of receiving the request. There have been no material changes in policies since the last annual report.
We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aims and objectives and in planning our future activities.
## **ACHIEVEMENTS AND PERFORMANCE**
The results of the year and the financial position of the Charity are shown in the annexed financial statements.
During the year, the Charity made grants totalling £207,912. The Charity has no unpaid volunteers (other than the Trustees) and received no intangible income during the year.
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## **RESERVES POLICY**
The Trustees will maintain a level of reserves consistent with the support received from The General Charities of the City of Coventry and other supporting bodies.
On this basis, the Charity has sufficient assets to meet the likely calls upon it for the foreseeable future.
## **ON BEHALF OF THE TRUSTEES**
**Simon Sharpe – Trustee Dated: 31[st] May 2025**
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## **INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF**
## **THE DAVID SCOTT’S COVENTRY JUBILEE COMMUNITY CARE TRUST**
I report on the accounts of the trust for the year ended 31 December 2024 on page 4.
## **Respective responsibilities of trustees and the examiner**
The trustees are responsible for the preparation of the accounts. The trustees consider that an audit of the accounts is not required for this year under section 144(2) of the Charities Act 2011, (the 2011 Act) and that an independent examination is needed.
Having satisfied myself that the charity is not subject to audit and is eligible for independent examination, it is my responsibility to:
- examine the accounts under section 145 of the 2011 Act
- follow the procedures laid down in the general directions given by the Charity Commission under section 145 (5)(b) of the 2011 Act, and
- state 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 Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations form you as trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
## **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 requirement:
- to keep accounting records in accordance with section 130 of the 2011 Act
- to prepare accounts which accord with the accounting records and comply with the requirements of the 2011 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.
J. M. Higgitt F.C.A Chartered Accountant 15 Heyville Croft Kenilworth Warwickshire CV8 2SR Dated: 31[st] May 2025
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## **THE DAVID SCOTT'S COVENTRY JUBILEE COMMUNITY CARE TRUST**
## **RECEIPTS AND PAYMENTS ACCOUNT**
|**YEAR ENDED**
**RECEIPTS**
Donations received
Other receipts
Interest received
**PAYMENTS**
Grants made 596 (2023 - 609)
Expenses, postage etc
**EXCESS OF INCOME OVER EXPENDITURE**
**BALANCE SHEET**
**ASSETS**
Bank current account
Business Reserve Account
**Represented by:**
**TRUST FUND**
Balance brought forward
Excess of income over expenditure
**On behalf of the Trustees**
**Simon Sharpe**
**Dated: 31st May 2025**|**31 DECEMBER**
**2024**
**£**
**£**
**235,000**
**14,250**
**207**
**249,457**
**207,912**
**191**
**208,103**
**41,354**
**10,416**
**50,207**
**60,623**
**19,269**
**41,354**
**60,623**|**31 DECEMBER**
**2023**
**£**
**£**
**185,000**
**14,000**
-
**199,000**
**205,142**
**148**
**205,290**
**(6,290)**
**19,269**
**-**
**19,269**
**25,559**
**(6,290)**
**19,269**|**31 DECEMBER**
**2023**
**£**
**£**
**185,000**
**14,000**
-
**199,000**
**205,142**
**148**
**205,290**
**(6,290)**
**19,269**
**-**
**19,269**
**25,559**
**(6,290)**
**19,269**|
|---|---|---|---|
||||**199,000**
**205,290**|
|||||
||||**(6,290)**|
||||**19,269**
**-**|
||||**19,269**|
||||**25,559**
**(6,290)**|
||||**19,269**|
|||||
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