REGISTERED CHARrrY NUMBER: X029337
REPORT OFTHE TRUSTEES AND
ihYAUDrrED FINANaAL STATEMEKrs
FOR THE YEAR ENDED 30 SEPTEMBER 2024
Lewls Brownlee (Chithester) Limlted
Grange House
Grdnge Road
Midhutst
GU29 9LS

coriTENfs OF ThE FINANCIAL sfATEMEKrs
FOR THE YEAR ENDED 30 SEPTEMBER 2024
Page
Report of the TTUStees
Independent Examlner's Rewt
Statement of Flnancial Activitses
B•lonc• Sh••t
Notes to the Flnanclal Statements
7 to 11
Detailed Statement of fmancial Artivities
12

REGISTERED CHARThY NUMBER: 1029337
REPORT OFTHE TRUSTEES AND
UNAUDrrED Fll4ANCIAL STATEMEpirs
FOR THE YEAR ENDED 30 SEPTEMBER 2024
FOR
Lewi5 Brownlee (thichester) iifflited
Grange House
Grdr¥Je Road
Midhurst
West Sussex
GU29 9LS

CONTEIITS OF THE FINANCIAL STATEMEPITS
FOR THE YEAR ENDED 30 SEPTEMBER 2024
Page
Report of the Trustees
I to 3
Independent Examiner's Report
ststement of finan(ial Actlvltles
Balance Sheet
Notss to the Financial Statements
7 to 11
Detalled Stknment of fin•n¢ial Actlvi
12

THE BErrY P4ARTZN CHARrrY
REPORT OF THE TRusfEES
FOR THE YEAR ENDED 30 SEPTEMBER 2024
The TnJstees pr￿nt their rep)rt with the finandal Statern￿ of the charity for the year ended 30 September 2024.The
Trustees have athpted the promsions of Accounting aThJ Rewrtlng by Charities: Ststement of Recommended Prath"ce
applicable to char￿"eS prepartng theSr accounts in accordance wÈth the financial Reporbng Standard appliCa￿e in the UK
and Republic of Ireland (FRS 102) (effective l January 2019).
OBJEcmiES AND AcrIvrTIES
Objectives and aims
The charitvs ObJeLts are to a(fvar￿ ethxation by proMdlrwJ flnanoal help and tréining for young peorAe to enable them
trj acqui￿ marketsble skills.
The charity also helF6 children and young FeoF4e with the thncement Lrf thdr health, by maknng suitable grants to
individuals an(Vor organi￿trOns.
There has been no thange in these during the year.
The Tnjstees have paid due regard to ￿ldan￿ issued by the Charity Commlsgon on pubtic tenefrt in deciding what
actIv￿leS the chanty should undertak
Slgnlflont actfvities
The main areas of charitstle acbvity Indude the promsion of top up grBnts to pay fees, travel expenses. maintenan￿.
a￿rentICeshIpS and for the purchase of bcoks,tools etc. Grants are also promded to Inst£tutÉors such as schools to hdp
address the health is9Jes of thlltknn and ywng peopl&
Appllcants mL& be resident In the county of West Sussex and preference will be glven to those aFplicants who live within
radius of flfteen mSle5 of Mldhurrt from Mldhurst parlsh churth.
ACHIEVEMEpif AND PERFORMANCE
Charitable activlties
£19,015 worth of grants have been awarded during the year (£14,755 last year].ThSs Induded £10,000 being awardèj
to Easeboume Primary School to establish è Nurtrjre Room.
The aerk C1)n￿nueS to get telephcffie calls, emails and regarding gRnts. We ￿e1ve enqulrfes from the Jocal college
and sthools and the wetsite- Tum2us- fvgs up the Bety Martln Charlty. Sadw the ObJects have not applicable to
many of the enqulries and, If a01ca￿e, the Objects have been fc4vdardeJ gmng danfiration.
FINANCIAL REVIEW
Flnandal position
The investment income has Increased from £26,261 la* year to £28,046 thts year. .
The overall expendI￿re has Increased from £26,907 to £31,256. Thls & malnly due to more grants belng awarded thts
year.
The irwesknerts produced unreafised gains (rf n4,190 compar&J to £44,071 last year. :.
Consequenty, the balance sheet reser￿ have Increased from £686,533 to £763,524.
Reserves policy
It is the Follcy of the chtrlty that unrestTiCted funds which have not teen dtsignated for a speofic use shDuld be
malntsined at a level equI￿dIent to tetween three and sLx months e>penditure. The TnJst&s con>der that reserves at
this level will ensure tha¢ in the evert of a stgnificant drop in fvnding, they will be atle to continue the tha￿ty'S cur￿Tht
activlties while corsider*ion is gwen to ways in which additsorkil funds may be rai5a. Thi5 levd of reserves has been
malniained throughout the year.
p￿e1

REPORT OF THE TRusfEES
FOR THE YEAR ENDED 30 SEPTEMBER 2024 .
FINANCIAL REVIEW
Goin9 concern
At the time of approving the accounts, the Trustees have a reasonable expthtion that the Trl￿ has adequate resour
to continue in operational e>isteno for the foreseeat4e future.
EXp￿ditUre In the year (£31,356) marginalty exceeded income (£28,046). However, thls is Ixfore tsknng 5ubstsnttal
investrnent gains into accounL
The chariws reseNes totsl £763,524 at the end of the accounting year.
Thus the Trustees continue to ath)pt the g￿r￿j C(￿eM basis of accountlng in preparing Ihe accounts.
FufuRE PLANS
The TNstee5 are looking forward to the new year with considerable opb"mi5m and &ncerety hoFe th* slgnrftcandy mo
Ic(al peO￿e M￿ht benefit from whatever fmandal supF4xt the Tn& may ￿ able to clfer.
The Significant finanoal SUPFQrt gfven to Easeb)ume Primary Sd￿￿1 and Midhur* Primary Schcol during the List four
years shows how detemiined the Trustees a￿ to wowde help for thanclng edLK*ion •Jfically in the local area.
STRucnJRE, GOVERNANCE AND MANAGEMENr
Goveming document
The tharty is controlled by Its govemirfj d￿rnent a deed of trust and constthtes an unlncorFrf)rated charty.
Charity Con9￿tutiOn
The chanty was estsbl¢thed on 30 N(￿em￿r 1993, and is registered under the Charitses Act {registr3tson number
1029337),
Recrultment and appolntmert of new trustees
New TrLbStees are appolnted with the full agreement of the b)ard to use thelr s￿115 and e>perience as directed. New
Trustees are directed to the Chartty Commisgon wetsts and SFeaficalty to the introductory guide "Charity Trustee
whatrs involved. (CC3a) and the detalled gUIdar￿ Tr essentsal Trustee: what you ne￿ to know, what you need to do.
(CC3).
Organlsatlonal structure
The grant applicabon prottdure conts'nues as tefore, the aerk fmarts by emall, or scans the parers and fon+¥ards to all
Trusteth The Trustees use email in their response to the applications and appropriate PaFers receiva. They "repty to
all" so that each Trustee is awarE of other respxGes.
The Trustees contlnue to be strict in their adherence to the Obj￿ts, wth wderence grven to those who lfve withln a
flfteen mile radius of Mldhurst Parish Churth. ljl applicab'on5 are CO￿de￿....
Mr Nichola5 Ta￿or of Charteris continues to manage the fvnd&
Paul Legrave carried out the role of aervc0rre5￿ndenL
GDPR and policy statements
The Tn&ees conb'nue ts follow the guidelines of Generdl Dats Protection RegUla￿Or￿, engjring confidentyality for all
ap￿ICants. AJI those seeklng flnancial supp)rt are adwsed that a copy of the PrTVaCy Policy y￿uld be available on requesL
Risk management
The trustees have assessed the majcr nsks to whlth the charity is exposed, and a￿ satisfied that wstems are in place to
mitlgate expjsure to the major rlsks.
REFERENCE AND ADMINISTRATIVE DEfAILS
Registered Charlty number
1029337
Page 2

REPORT OF THE TRusfEES
FOR THE YEAR ENDED 30 SEPTEMBER 2024
Prinapal address
Ashfield HoLse
7 Ashfield Close
Midhur5t
West Sussex
GU29 9RP
Trustees
MS55 J Lorimer-Green
Mr D J Mccaheaty
Mrs E Moore
Mr N W Simpson
S Legrave CBE
Mrs S Clark
Independent Examiner
Melanie Welsh FCCA ACA
Lewis Brownlee (Chichester) Llmlted
Grange House
Grange Road
Midhurst
West Sussex
GU29 9LS
Bankers
Nats'onal Westminster Bank PLC
250 8ishopsgate
London
EC2M 4AA
Investment advisors
Charteris Treasury Portfolio Managers Ltd
8-9 Lovat Lane
London
EC3R 8DW
Delegated Management
Mr P Legrave
2 Zois
Appnjved by order of the board oftrustees on ............................................. and slgn&J on its behalf by:
Mrs s aark- Trustee
Page 3

INDEPENDENT EXAMINER'S REPORTTO THE TRusfEES OF
THE BErtY MARTIN CHARrrY
Independent examiner's report to the trustees of The Betty Martin Charity
I rep)rt to the charfty trustees on my examination of the accounts of The Betty mar￿rt Chaty (the Tnjst) for the year
ended 30 SeFtemter 2024.
Responsibilities and basis of report
As the charity tjustees of the Tru# you are resF(ffjilJe for the preparat1￿ of the accounts in accordan￿ with the
requirements of the Charitses Aci 2011 (the Ace).
l ￿port In re5F￿t of my examlnat'on of the Tnjsvs accoLÈnts carried out under Sectton 145 of the Act and In carying out
my ex7mlnatlon I have followed all applicabk Directions gNen by the ￿arty Commission under Section 14S{5)(b) of the
Indep¢ndent examiner's statement
I have completed my examlnation. I confirm that no mateJial matters have come to my attenb'on in connertlon wlth the
examSnatlon glwng me cause to believe that in any material reSFect
accounting ￿OrdS were not kept in re5F￿t of the Trust as r￿Uir￿j Sethon 130 of the Att; or
the accounts do not accord wtth those records; or
the accounts do not compty with the appllcaile requirements conceming the fom and content of accounts set
out in the Charities (Accounts and Reparts) Regulatr"ons 2008 other than arry requirement that the accounts give
true and falr view whith is not a matter consderd as part of an Independent exaMIna￿On.
I have no concems and have come across no other matters in cOnn￿￿On with the eyaminailon to whlth attention should
be drawn in this report In order to enable a woper understanding of the accounts to be reached.
4 LK) eL3
Melanie Welsh FCCI AC4
Lewls Brownlee (Chichester) Uml&
Gran9e House
Gran9e Road
Midhurst
West Sussex
GU29 9LS
OLloY12ozs
Date..
Page 4

THE BErrY MARIIN CHARThY
srATEMENT OF FINANCIAL AcfivrnES
FOR THE YEAR ENDED 30 SEPTEMBER 2024
2024
Unrestricted
fund Total funds
2023
INCOME AND ENDOWMEflTS FROM
Investment income .
28.046
26,261
EXPENDMIRE ON
Ralslng funds
10.738
10,676
Charitable act•¥ibes
Grants payBtle
19,015
14,755
Other
1,603
1,476
Totsl
31A56
26,907
Net gainsl(losses) on investrnents
6,111
(12,048)
NET INCOMEI(EXPENDrnIRE)
other reco9nised gainsl(l(•sses)
Gains on revaluation of fLxed assets
uoi
(12,694)
74,190
44,071
Net ￿0￿Me￿ in lunds
76.991
31,3
RECONCZLIATION OF FUNDS
Total funds brought forward
686,533
655,156
TOTAL FUNDS CARRIED FORWARD
763,524
686,533
The Tr)te5 fonn part of these finandal statsma
p￿e5

BALANCE SHEET
30 SElYtEMBER 2024
2024
Unrestricted
fund Total funds
2023
FIXED ASSEf5
Investments
747,078
676,914
CURRENT ASSETS
Cash at bank
16,684
9,694
NEf CURRENT ASSErs
16.684
9,694
TOTAL ASSETS LESS CURREpif LIABILrriES
763,762
686,608
ACCRUALS AND DEFERRED INCOME
(238)
(75)
NEf ASSErs
763,524
686,533
FUNDS
Unrestricted funtts
763,524
686,533
TOTAL FUNDS
763,524
686,533
The finan
al statements We￿ approved by the Board cl Tru*ees ar#J authorised for 559Je on
..LS).-LS... and were sgned on its behalf ￿.
Mr5 S Clark- Trustee
Mrs S Legrave CBE- Trustee
The notes fomi part of finanoal stthients
Page 6

THE BErrY MAirrIN CHARrrf
NOTES TO THE FJNANCIAL sfATEMEK
FOR THE YEAR ENDED 30 5EvfEMBER 2024
ACCOUNTING POLICIES
Basis of preparing the financlal statrlnents
The finanaal 51atements of the chaiity, which is a putlic benefft entity under FRS 102, have been prepared in
attordance with the Charibe$ 50RP(FRS 102) Accounting and ReForbng by Charities: Ststement of
Recommended Prdctice appliczbie to charibes preparing their accounts in accordance with the Finanoal Reporting
standard applicatrAe in the UK and Republic of Ireland (FRS 102) [effeC￿ve l January 2019),, Finèncial Reporting
Stsndard 102 The Financial Reporting Stsndard atvlicable in the UK and RepuE4ic of IreJan(r and the [J￿ritIeS
Art 2011. The financial ststernents have Ixen prepared on a going contrm basis under the historical cost
conventÉon with the exopts'on of inve5trnents whith are ind￿J￿j at market valu
The presentational cuffenw of the finanoal statemexts is in Pound Sterling (Q which is rounded to the nearest
Found (£).
Incomlng resources
All income and endowments are accounbl for wlthout d8Juctlon for ary cc6ts of reCe￿b11ty, a￿ r￿cl￿nISed
when there is eviden￿ of entttlemen¢ receipt 15 probable, and the amount can te measured reliably.
Voluntary Inconle
Donatiorns are reccgnis&J when re￿ived.
Income tax ￿COVerable on Gift Aid donab.ons is r￿Qgn[Sed when the income is recagnised.
Grants and legacies are recognLsed when the formal clfer in writing of the funding is retrived.
Income from LI￿r￿able Activities
Income is recc*Jnised when the money is recelved.
Income from Investments
Dbvidends are accounted for when due paydble.
Interest enutlements ère accounted for as they acts￿.
Tax recover3tle on such Income is r￿gnIS￿￿ In the Same accounting year.
All other income
All other Income ts remgrised In Faityj to which rfc ￿late&
Income received In adwdnce is defer￿d to the reritrj to whlch It relate5.
Galns and losms on Investments . '
Reallsed galrts are reccgnised when the investments a￿ sold.
Unreallsed galns and losse5 are accounted for on revaluation on 30 September.
Resources used
Resources exFended are ￿courted for on an accruals b* artd are accounted for gross.
The management and attivitie5 of the tharty are orrfejj out by volunteers This Income and cost 5$ not induded
In the flnandal 5tatemerts as this voluntsry contritthon to the work of the charity is IncaloJlable.
Grants
Grants and donations are accounted for when p"d over, or when awarded the award create5 a binding
obllga¥on on the charty.
Taxation
The chanty ￿ exempt from lax ￿ Its chNttable acbvities.
Fund accountlng
Unrestrftted funds can be used In atC0rdan￿ with the tharitable obJecbves at the di5cret5on of the trust
Reth"rted funds (an On￿ be used for parbcular restricted purFQSes wlthin the obJ￿ts of the charity. Restrictions
arise when SFeofied ty the donor or when funds a￿ rased for particular reslJicted purp05e5.
Page 7
continued...

THE BErrY MARTIN CHARrrY . .
NOTES TO THE FINANCIAL sfATEMENTS- contlnued
FOR THE YEAR ENDED 30 SEPTEMBER 2024
ACCOUNflNG POLI(JES- c(ffttinued
Financial instruments
Investmffits are 3 fomi of basic financial irstrument and are inlbally recognised at their transaction value and
subsequenuy measured * thelr falr value as at the ￿lan￿ sheet date uslng the doslng quoted market pri￿. All
gains and losses are tsken to the Ststemert of ￿nanCIal Artivities a5 they ari5& Realised gains and losses on
investments are calculated as the differen￿ LEtsYeen sales proceeds and thelr opening Ca￿¥ing value. Unreallsed
gèins and10sses a￿ calcul*ed as the drfference between the falr value at Ihe yeawnd and their Carr￿n9 value.
INVEsfMENT INCOME '.
2024
2023
Income from listed investments
Deposit account interest
28,031
15
26,249
12
28,046
26,261
RAISXNG FUNDS
Investment management costs
2024 ..
2023
Portfolio Manageffl￿t
10,738
10,676
OTHER
2024
2023
SupFM)rt cc6ts
. 1,603
1,476
Supp)rt Costs £1,603 indudes the I￿ndent Examinats'￿ fee of £1,380 (2023- £1,476 Indudes a fee of
£1,260).
TRiisfEES' REMUNERATiof4 AND BENEFtTs
There were no trustees, remunwdtirm) or cther t￿5 for the year en(kd 30 Sektsmter 2024 nor ft>r the year
ended 30 Septemter 2023.
There were no trustees, experses pad for the year ended 30 Sertember 2024 nor for the year ended
30 September 2023.
continued...

NOTES TO THE FINANCIAL sfATEMENTS- continued
FOR THE YEAR ENDED 30 SEJYfEMBER 2024
FIXED ASSEf INVEsfMEKrs . .
Listed
investments
MARKEf VALUE
At I OLtober 2023
Additions
Dispjsals
RevaluaOons
676,914
179A40
(189,576)
So￿00
At 30 Septemter 2024
747,078
NET BOOK VALUE
At 30 September 2024
747,078
At 30 September 2023
676,914
There were no investrnent assets outgde the UL
If Ilsted Investments had not been re4aued would Ipve iten induded * their hlstorfcal cost of £500,863.
ACCRUALS AND DEFERRED ZNCOME
2024
2023
Accruals and dderred Income
238
75
MOVEMENT IN FUNDS
Net
movement
hb funds At 3019124
At 1110123
Unrestricted funds
General fund
686J33
76,991
763,524
TOTAL FUNDS
686W3
76,991
763,524
Net movement In funds, Induded in the at¢ve a￿ as foltows:
Incoming
Resources Galns and Movement
expended
losses
in funds
Unrestrlcted funds
Generdl fund
(31356)
80,301
76,991
TiyfAL FUNDS '"
(51￿56)
80￿01
76,991
Page 9
contlnued...

NOTES TO THE FINANCIAL sfATEMEltrs- continued
FOR THE YEAR ENDED 30 SEvfEMBER 2024
MOVEMENT IN FUNDS- contlnued
Comparatives for movement in funds
Net
movement
In funds At 3019123
At 1110122
Unrestrlcted funds
General fund
655,156
31,377
686,533
TOTAL FUNDS
655,156
31,377
686.533
Comparthe net movement In fun(kn Induded In the aly)ve are as follows:
Incoming
Resources :. . .
resources exPer￿ed
'. Gains and
Movement
In funds
Unrestrict•d funds
General fund
26,261
(26,907)
32,023
31,377
TOTAL FUNDS
26,261
(26,907)
32,023
31,377
A current year 12 months and plor year 12 montr6 combined rosl¥fffi Is as follows:
movement
In funds At 3019124
At 1110122
Unrestricted funds
General fund
655,156
ICBR68
763,524
TOTAL FUNDS
655,156
108,368
763,524
A current year 12 months and pnor year 12 montrts combinejj net movemd)t In fund5, Induded in the atrf)ve are
as follows..
Incoming Resources
Gains and
Movement
in funds
Unrestrlcted fiinds
General fund
54,307
(58,263)
112.324
108,368
TOTAL FUNDS
$4,307
(58.263)
112,324
108,368
Page 10
continued...

NOTES TO THE FINANCIAL sfATEMENTS- continued
FOR THE YEAR ENDED 30 SEwfEMBER 2024
RELATED PARTY DISCLOSURES
There were no rdated party tsBnsactior6 for the year ended 30 Septemter 2024 nor for the year ended 30
SeFtemter 2023.
Page 11

D￿AILED sfATEMEfff OF FXNANCXAL AcrIvmES
FOR THE YEAR ENDED 30 SEpfEMBER 2024
2024
2023
INCOME AND ENDOWMENTS
IrEV95tment incorne
Income from li*d investments
Deposit account interest
28,031
15
26,249
12
28.046
26,261
Total Incoming r•sour¢¢s
28,046
26,261
EXPENDrruRE
Investment managem•nt costs
Portfolio management
10,738
10,676
Charitable activities
Grants to institutions
Grants to individuaLs
lo￿00
9,015
10,000
4,755
19,015
14,755
Support costs
Mamgement
Administration expenses
223
216
Governance costs
Accountsncy and legal fees
1,260
Totsl resources eynded
31,356
26,907
Net expenditure befor• gains and
(3,310)
(646)
Reallsed recognlsed gains arml losses
Realised gair@(lossesl on tlxed asset Investments
6,111
(12,048)
Net Incomel(expenditure)
2￿01
(12.694)
Thi% paje ckes not foThn part of the st*JW financlal statements
Pèje 12