THE BERGNE-COUPLAND CHARITY
TRUSTEES REPORT AND ACCOUNTS
FOR THE YEAR 53 WEEKS ENDED
5th APIUL 2025
CHARITY NUMBER 1023682

THE BERGNEQOUPLAND CHARITY
CHARITY INFORMATION
TRu￿EES- Serving io the year and at Ihe date of approval of the Trustees, Reportr.
Sarah Elizabeth PthiL
Skellingthorpe Hall, Lincol￿ LN6 5UU
Vice ChainDan
Timothy Charlcs Coltman
Skellingthon)e HalL Lincolry LN6 5UU
Secretary
Russell Petit
Skellingthorpe HalL LAncolo LN6 5UU
Anne Clare ColthLin
Skellingthorpe HalL Lincol￿ LN6 5UU
Mary Jane Coltman
6 Padd(xks Close. Offord Cluny. St. Neot& Cambs. PE19 5ZE
William Macalpine-lxny
57 Sedgeford RO￿ W12 ONA
CHARITY NtJMBEIL. _
11123682
BANKERS:
National Westtninster Bank PIC
225 High Street
Lincob4 LN2 J AZ
INVESTMENT ADVISORS:
Inveskc Wealth & Investment Ltd
61 Napier Stre
Sheffiel(L Sl18HA
tsntil 21)24
RBC Brewin Dolphin LtsL
Olympic Housc
D￿dingtOn Road
LIll￿ty LN6 3SE
INDEPENDENT EXAMINER:
AR Matthews
12 Windrusb Court
175 The Hill
Burford
OX0￿ OX18 4RE

THE BERGNE-COUPLAND CHARITY
53 WEEKS ENDED 5th APRIL 2025
CONTENTS
PAGES
Charity Inforniation
Contents
Tn￿te¢s. Report
Independent Examiners Report
Notes to Aeeounts
9-19

THE BERGNE-COUPLAND CHAIUTY
Trustees, Report for the 53 Weeks ended 5th April 2025
The Ttustees. pres¢nt th¢ir report and the financial statcments of the Charity for the year ended
31. March 2025.
Structure, Governance and Management
The Charity is constituied by a Trust Deed dated 2 April 1993 and registered with the Charity
Conm]ission und¢r CI￿lty Number 1023682.
The original endowment of £1,1￿ was provid¢a lry Margw¢t Patri¢ia B¢rgne£wp18n<l Further
donations have been made throughout the years by famity member4 including the Ori￿ donor. to
augment th¢ endowment ofthe Charity, the latcst being a legacy of £240.1J)O from the estate of Margaret
Patricia Ber￿e£oUpland who passed away ￿ I. Match 2015.
Appointrnent of thc TThst¢cs is govcrncd ty th¢ Tfust D¢c(l The powcr to aP￿)Int ncw Trustec5 on the
death or retirement of any Tn￿tee. or to appoint additional Trnstee& Was vested in Margaret Patricia
Be￿e-Coup)and during her lifetime. and since death the statutory p)wers of appointing new
TTUStees' apply. Without prejudice to any other power of app)inlmfflL a new Tn￿1¢< or Trustes may
be apwinted by a resolution of a meeting of Trustees.
Governance
The Trustees hold a meeting either towards the end of each calendar year or at the start of the following
calendar year at which the Trustees agree the broad strategies and areas of a￿1Vity of the Chartty.
including grant makin& investmenL reserves. risk management policies and paforn&gnce. Othet
The Trustees keep the skill reqUireM￿ts of the Tn￿ under review. l¥hcn appropriate, appointment
of new Trustees is made from the Bergne-coupland famity members as they are already aware of the
charitable objectives and organisational structure and b¥kgtound of the Charity. The induction process
for n¢wRy aP￿)int¢d Trustffs includcs copics of thc latcst Trustccs. R¢[K￿ and Financial Statcment
and a copy of the Ttust Deed
Management
Th¢ day to day administration of grants the prIKesSll￿ and handh.ng of applications prior to
consideration by the Tn￿e¢S is EKrfornied ty the Finance Manager.
Pubh"c Benefit
The Trustees refer to the advice contained in the Charity Con)mission's general guidance on public
benefit when reviewing the Trnst's aims and Objecti￿ in planning firture activities and in setting the
grant making ￿l1¢Y for the year.
The Charity does not activety fundtaise but seeks to continue philanthrq)ic WO￿ through careful
stewardslu'p of its existing resources.

THE BERGNE-COUPLAND CHARITY
Trustees, Report for the 53 Weeks ended 5th April 2025 (continued)
Investment Policy
The Ttust D¢¢d ¢mp)weTS the Trustees to invest trust money as th¢ Trustees in th¢ir absolute discretion
se¢ fit.
The Charity is reliant on the distribution of income from its investments. The investhient income is
broadly received from stock exchange investments and securities and bank interest.
Rathbones - Incon)orating Invest￿ Wealth & IDVeStment Manag￿ (until * November 2024) the
security investtnents on the ternts of the Investment Policy Ststemcnt submitted to them ty thc Tn
in accordance with the T￿￿tee Act 2000. Since 8 Novemb￿ 2024 RBC Brewin Dolphin have assumed
the iole of investment managets for the Charity. The Tn￿eeS take a long tern] view of the Trust's future
alld intend to build up its financial resourLXS over time. The FK)rtfolio should aim for a conseryative rate
of growth in the capital valu¢ of the This is reviewed annualty at a meeting with the
investment managers att¢n&d lry at least ttvo Trustees.
The policy of the Charity LU)ntinues to k the pwudent management of the securities to provide funds to
finance the Charity objectives.
Risk Management
The Trustees have examin￿ the major strategic I￿SIneSS and owational risks which the Charity fa
and in particular those rel*ing to the finances of the Charity and confirni that systems have been
estsblished to enable regular rwts to be produced so that necessary steps can b¢ taken to lessen these
risks.
Objectives and Activities
The objectives of the Clwity are such charitable purposes for the public as the Trustees sball thmk fil
giving special consideration to charitable needs in Lincolnshire and considaing- though not exclusively
- the Fabric of Lincoln Cathethal and charities involved with care and surn nature CA)nserv8ti(rfL and
animal welfaTe.
Activities
Grant applications are encouraged from appropriate potential beneficiaries known to the Trustees, and
details of the Chatity are made available on the Chan'ty Commi&sion website to facilitate requests for
assistance to be made.
At the start of each four year cycle period the Trustees select a number of chatities to which annual
ants are to be made for four ci)nsexutive years. The payments for the first year of this CUTrent four
year cycle wffe made in the year to 31° March 2022. The total cOmrri￿ f(ff each of thege f(MW ye&5
is £18,000 per annutn. Other chatitable grants are also made annualty. All grants are rM>gnised in the
year in which they are pai<L In additioffj thLYe is sc(ye for larger one-off donatiolls to be m￿¢ durftng
the year as the need arises. This policy is reviewed on a regular basis.

THE BERGNE-COUPLAND CHARITY
Trustee's Report for the 53 Weeks eDded 5 April 2025 (¢ontiDued)
3. Achievements and Performance
GraDts awarded are li#ed ID Note 3 to th¢ Xcounts alld totalled £36.1X)O thrin8 the year. The Tnths
consider the r*rfomMice of the Charity for th's year h&$ been satisfactory.
4. Financial Review
Total Incoming Resources of £35.209 {2024 - £37.124) and Totsl R¢sources EX￿￿d￿ of £48,028
(2024 - £44,915) for the year. Exchange gaIn￿lOsSeS are excluded TLrt81 Resources Expended incluiks
charitable activities of £39,gX) (2024 - £33,3(K)}
Charitable donations amounting to £36.(X)O were ma(k during the year. (2024 - £31.0(K)).
Plansfor thefuture
The Trustees are committed to the furtheranLY of the Charity's objectives. The Trustees will deterniine
the beneficiaries of the next four year cycle at th¢ir m¢¢ting in Decemkt 2025.
Reserves Policy
The creth't balance on Unrestricted Funds Account of £27.060 at the year end is generalty considered by
the Trustees to represent the level of free reserves of the Charftty.. In addition to the payment of regular
amiual donations. there is sciye for ]arger one-off donations to be ma(k <kntin8 the year as the need
arises.
The capitsl of the Endowment Fun¢ which stands at £1,177,251 may, at the Trustees. discretio￿ be
used in furtherdnce ofthe Obje￿iVeS of the Charity and is prthminantty held in the investmcnt portfolio.
Funds available are sufficient for the Charity to LThtinue in opmtion and its invesiments provide a firni
base for providing future fi￿dS to meet the objectives in the Charity scheme.
At 5 April 2025. the totsl value of the fund is £1,204,311.

THE BERGNE-COUPLAND CHARITY
Trustees, Report for the 53 Weeks ended 5th April 2025 (continued)
5. Trustees, Responsibilities
Th¢ Trustees are responsible for preparing the Annual Report and the financial statcmeDts in accordance
with applicable law and Tegulations.
Th¢ Trustees are required to wepare financial stateM￿ts for each finanGial y&8r iti accordanLX with
United Kingdom Generally Accepted Accounting Practice (United Kmgthm Accounting stand￿d$ and
applicable law.) The financial statements are required by law to give a true and fair view of the state of
affairs of the Charity and of its incoming reSoUr￿S and application of T¢sources of the Chatity for that
Peri￿￿. In Preparing these financial statementy the Tn￿teeS should follow ￿st practise an(L'
select suitable wxounting policies and then appty them CODSiStentty.
make judgements and estimates that are reasonable and ￿ud￿tt.
prepare the fjnancial sLqtemfflts on the going concern basis unless it is inappropriate
to presume that the Charity will conlinue in ￿sInesS.
Th¢ Trustees are responsible for keeping proper &counling ￿cOrdS that disclose with reasonable
curacy at any lime the financial PK)sition of the Charity and enable them to ensure that thc f￿anCIal
statements comply with the applicable law. regulations and the tn￿ deed. They are also tesponsible for
safeguaTding the assets of the Chatity and hence for taking rcasonablc stcps for the prevention and
ddection of fraud and other irregularities.
st
This rep)rt was approved by the Trustees on
2025
and signed on their behaIf ty

THE BERGNE-COUPLAND CHARITY
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES ON THE
UNAUDITED ACCOUNTS OF THE BERGNE-COUPLAND CIL41UTY
I r¢port tty the Trustees on my C￿￿mination of the xcounts of The Bergne-coupland Charity for the 53
weeks ended 5th April 2025. wfiich are set out on pages 9- 19.
RESPE￿1vE RESPONSIBILITIES OF TRUSTEES AND EXAMINER
The Trustees are responsible for the preparation of the accounts in accordance with the requirements of
the Charities Act 2011 (the 2011 Act). The TTUSt¢es are satisfied that an audit is not Tequired for this
year unthr section 144(2) of the Charities Act 2011 (Ihe 201 l Act) and have chosen instead to have an
indq)¢ndent examination.
I report in respect of my e￿9Ml￿tiOn of the Charity's xcounts as carried (￿t under section 145 of the
201 l Act. In carrying out my ¢￿￿minatIon I have followed the apph'thle dw¢¢tions given by the Charity
Commission under section 145(5Kb) of the 201 A Act.
INDEPENDEiYf EXAMINERS sfATEME
I can confimi that i am qualified to undertake the emmination because l am a retired accountant of the
Chartered Accountants in England and l¥'ales which is one of the listed bLxlies and have the requisite
ability and experience.
I have completed my examination. I can confjrni no matters bave c(Ane lo my attention giving me
cause to believe that in any material resEKd:
aLYounting re￿ra$ w￿e not kept in reSP￿t of the tharity as required by sectiim 130
of the 2011 Act. or
the awunts do not accord with those r￿. or
the accounts do not comply with the applicable requirements concerning the foTm and
ontent of acLx)unts set out in the Charities (Acciiunts and Rewrts) Regulations 2008
other than any requir¢ment t1￿1 the xcounts give a true and fw view which is not a
I have no concerns and have come acro￿ no Oth￿ matteTS in connection with the examination to which
attention should be drawn in this rewrt in Ord￿ to enable a proper UDdcrstanding of the accounts to be
reache(I
Signed:
AR Matthews FCA
12 Windrush Court
175Th¢H
Burford
OX0￿ OX18 4RE

THE BERGNE-COUPLAND CHARITY
Notes to the Accounts for the 53 Weeks ended 5th April 2025
ACCOUNTING POLICIES
(a) Entity Status
The Trust is an incoTFK)rated charity tegistered with the Charity Commission in
England and Wales.
(b) Basis of Accounling
The financial statements have t*en prepared in ￿cOrdanCe with Accounting and
Re￿￿1ng by Charities: Ststanent 0fR￿ended Ptactise applicable to charities
preparing their accounts in accordance with the Financial Retthing Standard
applicable in the UK 2nd Republic of Ireland (FRS 102) (effe￿1Ve I. January 2015)
- {Charities SORP (FRS 102) and the Financial Rwiing Standard applicable in
the UK and Republic of Ireland (FRS 102). The charity is a Public Benefit Entity
as defin￿ by FRS 102.
Assets and liabilities are initiglly recognised at historical CO￿ (￿ transaction value
unless othmvise ststed in the Televant ￿0￿ntIng policy notes. Fair value
mov¢m¢nts ar¢ dealt with through the SL*ement of Finallc￿ Activities.
The TTUStees have assessed whether thc usc of the going concern basis is
appropriate and have considered possible events 01 conditions that might cast
significant doubt on the ability of the charity to continue as a going concern. The
Tn￿lee$ have made this &8se&sment for a Fnrxl of at I￿t one year from the date
of approval of the financial statements. In view of the level of assets hel(L the
trustees have Conclud￿ that there is a reasonable eXpecL*1￿ that the clwity has
adequate resources to continue in op¢rational ￿lStenCe f(ff the foreseeable futUTe.
Th¢ chaTity tbercforc continues to adopt the going concan basis in preparing its
financial statements.
FRS 102 was adopted for th¢ first time when preparing financial statemellts for the
year ended 31" Ma￿h 2016.

THE BERGNE-COUPLAND CHAIUTY
Notes to the Accounts for the 53 Weeks ended 5th April 2025
ACCOUNTING POLICIES (continued)
(c) Income
All income is inclu(kd in the SL*ment of Financia] Activities on the following
Legacies are included when they IKcon]e receivable. A legacy is regarded as
receivable when it h&s been received or if it be￿MeS probable that the legacy will
be received and that the value of the incoming Tesoutces can be measured reliably.
Donation& gift aid and covenants ate iDcluded Wh￿ they become ￿1vable.
Bank interest and investment income are included when they become due.
(d) Expenditure
ExFDdIt￿e is included in the Statement of Financial Aclivities as s(M)n as it is
running the charity.
(e) Taxation
The Bergne-coupland Cbarity is a registered charity and the ￿OuntS are
prepared on the basis that its activities are not liable to Income Tax or CO[￿)ratIon
(fj Investments
These are investments held in the UK and are included in the balance sheet at
market value, with realised and unrealised gains and losses included ID the
Statement of Financial Activities.
Notes to the Accounts for the 53 Weeks ended 5th April 2025
10

THE BERGNE-COUPLAND CHARITY
INCOMING RESOURCES:
2025
2024
Unrestrieted Funds
Voluntary Income
Investment Income
Bank Interest
Dividend Income
Total Incoming Resourees
35.209
COSTS OF GENERATING FUNDS:
2025
2024
Invesknent Management Costs:
Endov/ment Funds
Investec Wealth & Investment
128
Charitable Activities:
Charitable grants awarded duiing the $3 weeks ending P April 2025 amounted to £36.c￿0.
Grants only awarded to institutions.
li

THE BERGNEQOUPLAND CHARITY
Notes to the Accounts for the 53 Weeks ended 5th April 2025
2025
2.000
2024
Alternative to viol￿Ce
Barwdo's
Blind Veterans UK
Camphill Family
Caudwell Child
Hearing Dogs
Heritage Trnst of Lincolnsbire
Independent Age
James, Place
Lincoln Cathedral Fabric Fund
LinW]ns￿'re Churches Tn
Lincs & Notts Air Ambulance
Marie Curie Cancer Care
Medecins Sans Frontieres
Motor Neurone Disease
Nomad Trust (YMCA)
Police Community Clubs
Post Adoption C¢ntre- Famity Action
Practical Action
3.01
Respite Care Association
Richmond Fellowship
Roya] Agricultural Benevolent Institute
Saint John's Ambulance
The Salvation Arnry
School Readers
Strongbones
Versus Arthritis
Zibby Garnett Trdvel Fellowship
£ 36.1￿)
£ 31.0(M)
2.300
Support Costs - Accounting
Indcpcndcnt Examinati
£ 39,9(Kl
£33.3
All the aly)ve are charged to the unrestricted fimds of the charity in tK)th the Current and prior
InV￿t￿¢llt EEwiagement charges are incurred ty the ffldowment fimd totalling £8,128
(2024: £11,615.)
12

THE BERGNE-COUPLAND CHARITY
Notes to the Accounts for the 53 Weeks ended 5th April 2025
ENDOWMENT FUNDS- Gains l Losses on Revaluation and on
Investment Asset Disposals
The investment ￿rtfoliO was valued by RBC Brewin IA)Iphin ￿ 5 April 2025.
The schedule on Pages 18 and 19 is an analysis of the investmfflt transactions for the
53 weeks ending 5 April 2025.
DEBTORS:
2025
2024
CASH AT BANK:
2025
2024
Nat West Current Account
14.930
Br￿in Dokphin::
Cash and Dealing Acwt
InLx)m¢ Deposit Account
10.144
3,161
1,910
£12.850
£28,235
13

THE BERGNE-COUPLAND CHAIUTY
Notes to the Accounts for the 53 Weeks ended 5th April 2025
CREDITORS, ACCRUALS AND DEFERRED INCOME:
AMOUNTS FALLING DUE WITHIN ONE YEAR
Unrestricted Funds
2025
2024
Governance Costs:
Accounting and Administration Costs
Independent Examinffs Fees
2.300
£ 4,300
TRANSFERS BETWEEN FLtNDS AND FUNDS STRITCTURE:
The Charity maintains an Unrestricted Fund and an Endowment Fund The Unrestricted
Fund is used for the clwitable activities of the Charity. All the income of the Charity is
credited to the Unrestricted Fun(L with the exception of Gift Aid income. which togethcr
with the associated repayable income tax is credited to the F￿d0￿￿ent Fun(L The capi￿1
of the F￿doWMcnt Fund w, at the Tnistees, discreti(WL used in furtberance of the
objects of the ch￿lty. PeTI￿1¢alty the Tn￿te£S make transfers between the Funds.
RELATED PARTY TRANSACTIONS:
None of the Trustees were paid any reMUn￿&10D or expenses by the Charity in the period
ending 5 April 2025. (2024 - Nll).
Trustees may hold moTe than one T￿￿1p which may result in donalions being made to
charities with mutual Tntstees. Such d￿ationS are not given on wefrntial ￿rn￿.
14

THE BERGNE-COUPLAND CHARITY
Statement of Financial Activities for the 53 Weeks ended 5th April 2025
Notes
Unrestricted
Funds
FuDds
2025
2024
Income from:
Legacies
Donations
Fkxed Asset
Investment Income
Interest Receivable
35209
35209
37,124
Total Ineoming
Resources 2
35,209
35309
37,124
Expendilure on:
Investment Management:
Costs
Charitable Activities
&128
8,128
39JXI
11.615
33.3(K)
39,9(KJ
Total Resources
Expended 3
39.
&128
4&028
44.915
Net gains /{losses) on
Investments
- 59,943
-59,943
51,741
Net Income l(Expenditure)
Transfer between Funds
4691
-6&071
-72,762
43.950
Net Movement in Funds
4691
8.071
-72,762
43.950
Funds Brought Forward at
I. April 2024
31.751
1245J22
- 1277.073-
1,233,123
Funds Carried Forward at
5th April 2025
27.0&
1,177251
'1204JII
,277,073
15

THE BERGNE-COUPLAND CHARITY
Balance Sheet as at 5th April 2025
Notes
2025
2024
FIXED ASSETS
Investments
1,195,761
1,251.638
CURREiYf ASSKTS
Sundry Debtors
Cash at Bank
12.850
CURRENT LIABILITIES
Sundry Creditors and
Ac¢n￿S
4J(
NET CURRENT ASSETS
1304
277 073
REPRESEIYfED BY
Unrestricted Funds
27,060
31.751
Endowm¢nt
1,1 T7251
1.245.322
04Jll
1.277 073
As apprnved by the Board of Trustees on:
and signed on their bebalf by:
Sarab Petit
16

THE BERGNE-COUPLAND CHAIUTY
THE BERGNE-COUPLAND CHARrrY
Analysls of Fund Assets and Liabilith 5th Aprrl 2025
Unrestricted
End(Ywment
Funds
Totsl
2025
Funds
Fixed Asset Investments
1.19&761
1.195.761
Current Assets
31J60
12.850
Current Liabilities
4J(
27,060
1.177
1204JII
Unrestricted
Funds
Endowment
Total
2024
Fued A￿t Investments
1351,638
1251ffj38
Current Assets
-6J16
2&235
Current Liabilities
31.751
1245J22
1277,073
17