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2023-12-31-accounts

CROFT TRUST

Year Ended 31st December 2023

CROFT TRUST Charity Number 512718

Receipts and Payments year ending 31st December, 2023

RECEIPTS
Dividends & Interest
Rents from Bungalows
Rents for School House
Wayleaves
Lloyds Cooper rebate
PAYMENTS
Grants and Donations
Insurance
Repairs and Renewals
£3,290)
(Cockgate £8,548)
Energy Payments
Deposit
Accountancy etc
Letting Fees/Inspections
Sundries/Stat
Net Payments for year
Balance 31/12/23
Transfer to COIF Deposit
Bank Balance 31/12/23
2023
£10,332
£ 9,600
£ 9,600
£ 24
£29,556
£19,000
£ 1,191
£11,838
£ 1,600
£ 375
£ 537
£ 240
£ 935
____
£35,716
£ 6,160
£18,534
£15,000
£ 3,534
2022
£ 9,710
£ 9,600
£ 9,600
£ 24
£ 682
£29,616
£21,000
£ 1,076
£ 9,713 (Bungalows
£ 460
£ 240
£ 843
____
£33,332
£ 3,716
£24,694

CROFT TRUST

– st Notes to the Accounts Year to 31 December 2023

VALUATIONS

The last valuations of the fixed assets are as follows:

1. Investments & Deposit COIF
£351,509 + £25,000 £376,506
2. Hollands Bungalows
Per Jonathan Wright dated Feb 2023 £360,000
(Plus per parcel of land adjoining £15,000/£20,000)
3. The Old School House £320,000
Per Jonathan Wright dated Feb 2023
(As presently tenanted)
4. Effects in Castle as at 2022
Furniture & Pictures etc. £174,130
Books £ 96,525 £270,655
£1,327,161

Trustees of the Croft Trust at 31st December, 2023 Mr R.O.G. Croft. M.B.E. (Chairman) Mr J. O. Croft Mr T. L. Compton Mr W. T. Christopher Mr J. E. Devonald

Independent Examinerfs Report to the Trustees of The Croft Trust I reixjl fm my examinatKJn ofthe Receipts and Payments and Statement ofAssets ofthe Croft Trust Charity No. 512718. for the year end&1 31 De￿)ber 2023. Regponsibililies and bosis of Report As the charty trustees ofthe Tnrt are rtspy)gbie for the weparation ofthe acc)￿nts In accordance with the requrements ofthe ChariiEs Act 20111lhe Acr). I report in resFect of my examinathm ofthe Trust's &couits carried out under 145 of the 2011 Acl and in cJl my examination, I have folkmed the applicable Directions gTrven by the Charity ComM￿￿)n undw s￿m)n 145(5llbl ofthe ACL Indep•ndoAt ExamlneV$ Slat•nwt I have Comp￿ my examinatKffl. I confrni that m mateiial mattws have (x)me to my attention in connecthn with the examinat#)n gr¥es me cause to believe that in, any material reswa" . accounting records were ncrt kept in accordarw wtth se(kn1 130 oflhe or . the 8￿nts Ik> not a(￿rd with the accounlitvJ r￿ordS. I have no con(ms and have not come across any other m8tters in connection with the examination to which attention 8houkJ be drawn in order to enabbe a prDFxr understanding of Signed Name Stq)hen Saunders FCA C￿fiTrU$t Examinets Rq