Charity registration number 1060235
JULIAN TAYLOR CHARITABLE TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024

JULIAN TAYLOR CHARITABLE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
Trustees
J D Taylor
Mrs S E Abrahams
A J Taylor
Ms N S Taylor
Charlty number
1060235
Princlpal address
49 Norrice Lea
London
N2 ORN
Independent examlner
Sandra Garrlnglon (F.C.A., F.C.C.A., C.T.A.)
Price Pearson
Finch House
28-30 Wolverhampton Street
Dudley
Wesl Midlands
DY1 10B
Bankers
Coutts & Co
440 Strand
London
WC2R OQS
Investment advlsors
Coutts & Co
440 Slrand
London
WC2R OQS

JULIAN TAYLOR CHARITABLE TRUST
CONTENTS
Page
Truslees, report
Independenl examinerfs report
Statement of financial activities
Balance sheet
Notes lo Ihe finanaaS statements
6-12

JULIAN TAYLOR CHARITABLE TRUST
TRUSTEES, REPORT
FOR THE YEAR ENDED 5 APRIL 2024
The trustees present their report and accounts for the year ended 5April 2024.
The legal and adminislralive information forms part of this report.
The accounts have been prepared in accordance with the accounting policies sel out in note 1 to the accounts and
comply with the Charitable Irusl's governing document, the Charilies Act 2011 and 'Accounling and Reporting by
Charities.. Statement of Recommended Practice applicable lo charities preparing their accounts in accordance with
the Financial Reporling Standard applicable in the UK and Republic of Ireland (FRS 102). (as amended for
accounting penods commencing from 1 January 2019)
Objectives and activities
The objects of the charitable trust are to apply the income of the charitable trust fund and such parts of Ihe capital of
the trust fund as the trustees think fil for the following purposes..
"for or lowards such charitable purposes and in such proportions and in such manner and subject lo such
lems as the trustees think fil..
The trustees confirm that they have given careful consideration lo the duly in section 17(5) of the Charilies Act 2011
to have due regards to the Charity Commissions general guidance on public benefit when reviewing the Trust's
aims and obieclives and in planning future activities and setting the grant making policy for the year.
Achievements and perfonnance
Grants are primarily given lo, bul are not reslricled lo, charities meeting widely different charitable purposes within
and on behalf of the Jewish community both in the UK and abroad.
The trustees are pleased to note that the year was successful in terms of the number of grants and the amount of
funds awarded. During the year 30 grants were awarded totalling £94.864 as shown in note 6 to the accounts. The
trustees feel that the trust has been effective and fulfilled its objectives.
Financlal revlew
The total incoming resources and resources expended for Ihe year are shown in the Statement of Financial
AGlivilies on page 4. The total incoming resources amounted lo £164.463 and further details can be found in notes 2
and 3.
The total resources expended amount lo £107,075 and further delails can be found in notes 4, 5 and 10.
Resèrves policy
The trustees have built up the unrestrided funds to a level, (£1,944,545 at the balance sheet dale), where they
propose lo seek lo make significant grants, whilst maintaining al the very least a minimal level of unrestricted funds
sufficient lo meet the governance costs for the next year. The trustees keep this rese￿eS policy under review and
are building reserves for the longer term lo enable the charity lo continue lo make a similar level of charitable grants
on an annual basis in for as many years as possible in the event that the donations decrease. The reserves also
remain high in part from unrealised profits on inveslmenls which may not malerialise in the current economic
circumstances. This level of reserves allows the charity lo consider significant grants should the need arise.

JULIAN TAYLOR CHARITABLE TRUST
TRUSTEES, REPORT (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Investment policy and perfomiance
The trustee's investment policy is to generate income to enable grants to be made whilst also providing for capital
growth to support future grant making over the long term. The investments are managed by an investment
ompany.
The value of fixed asset investments of the trust at 5 April 2024 amounted to £1,717,339.
The trustees are satisfied with the performance of the inveslmenls, bearing in mind market conditions prevailing al
the year end.
Risk Management
The trustees have assessed the major risks to which the chartlable trust is exposed, and are satisfied that systems
are in place to mitigate exposure lo the major risks.
Structure, governance and management
The charitable trust is an unincorporated trust, constiluled under a trust deed dated 18 March 1996,
The Iruslees are responsible for the administration of the charitable trust and meet on a regular basis. New trustees
will be appointed if and when required.
At the trustees, meetings, the Iruslèes agree the broad strategy and 8reas of activity for the charitable trust,
including consideration of grant making. investment, reserves and risk management policies and performance.
The trustees who served during the year and up to the dale of signature of the financial statements were..
J D Taylor
Mrs S E Abrahams
A J Taylor
Ms N S Taylor
The trustees, report was approved by the Board of Trustees.
J D Taylor
Trustee
Date..

JULIAN TAYLOR CHARITABLE TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF JULIAN TAYLOR CHARITABLE TRUST
I report to Ihe trustees on my examination of the financial statements of Julian Taylor Charitable Trust {the charitable
trust) for the year ended 5 April 2024, which are set out on pages 4 to 12.
Responslbllltles and basls of report
As the trustees of the charitable trust you are responsible for Ihe preparation of the financial statements in
accordance with the requirements of the Charities Act 2011 {the 2011 Act).
I report in respect of my examination of the charitable trust's financial slatemenls carried out under section 145 of
the 2011 Act. In carrying out my examination I have followed all the applicable Direction5 given by the Charity
Commission under section 145151{b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with
the examination giving me cause to believe that in any material respect..
accounting records were not kept in respecl of the charitable trust as required by section 130 of the 2011 Acl;
or
the financial statements do not accord wilh those records.. or
the financial statements do not comply with the applicable requirements concerning the form and content of
accounts sel out in the Charities (Accounts and Reports} Regulations 2008 other than any requirement that the
accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection wilh the examinalion lo which attention
should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.
Prlce Pearson
Finch House
28-30 Wolverhampton Street
Dudley
West Midlands
DY1 1DB
Dated..

JULIAN TAYLOR CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 5 APRIL 2024
Unrestricted Unrestricted
funds
funds
2024
2023
Notes
Income from:
Donations and legacies
Income from investments
125,000
39,463
125,000
32,404
Total income
164,463
157,404
enditure on:
Raising funds
4,799
7,879
Charitable activities
98,842
100,861
Other
10
3,434
368
Total expenditure
107,075
109,108
Nel gainsl(losses) on inveslments
11
197,194
(68,794)
Net incominglloutgoing) resources
254,582
(20,498)
Other recognised gains and108ses
Other gains or losses
13
(260)
(115)
Net movement in funds
254,322
(20,613)
Fund balances at 6 April 2023
1,690,223
1,710,836
Fund balances at S April 2024
1,944,545
1,690,223
The statement of financial activities indudes all gains and losses recognised in the year.
All income and expendilure derive from conlinuing activities.

JULIAN TAYLOR CHARITABLE TRUST
BALANCE SHEET
AS AT5APRIL 2024
2024
2023
Notes
Fixed assets
Investments
14
1,717,339
1,537,557
Current assets
Debtors
Cash al bank and in hand
16
25,000
205,800
25,000
130,875
230,800
155,875
Creditors: amounts falling due within
one year
17
(3,594)
{3.209J
Nel CLsrrent assets
227.206
152,666
Total assets less current liabilities
1,944,545
1,690,223
Income funds
Unrestricted funds
1,944,545
1,690,223
1,944,545
1,690,223
The financial statements were approved by the Trustees on ..
J D Taylor
Trustee

JULIAN TAYLOR CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024
Accounting policies
Charlty Inforniation
Julian Taylor Charitable Trust is consliluted as a Charitable Trust under a Trust Deed dated 18 March 1996.
1.1 Accounting convention
The accounts have been prepared in accordance with the charitable trust's governing document, the
Charities AGI 2011 and "Accounting and Reporting by Charilies.. Statement of Recommended Practice
applicable lo chanlies preparing their accounts in accordance with the Financial Reporting Standard
applicable in the UK and Republic of Ireland IFRS 102). (as amended for accounting periods commencing
from 1 January 20191. The charitable trust is a Public Benefit Entity as defined by FRS 102.
The charitable trust has taken advantage of the provisions in Ihe SORP for charities applying FRS 102 Update
Bulletin 1 not lo prepare a Statement of Cash Flows.
The financial slalemenls have departed from the Charities {Accounts and Reports) Regulations 2008 only to
the extent required lo provide a true and fair view. This departure has involved following thè Statement of
Recommended Practice for charities applying FRS 102 rather than the version of the Slalement of
Recommended Practice which is referred lo in the Regulations but which has since been withdrawn.
The financial statements are prepared in sterling, which is the functional currency of the charitable Irusl.
Monetary amounts in these financial statements are rounded lo the nearest £.
The ac￿unIS have been prepared under the historical cost convention, modified lo indude the revaluation of
certain fixed assets. The principal accounting policies adopled are sel out below.
1.2 Golng concem
Al the lime of approving the financial slalemenls, the trustees have a reasonable expectation that the
charitable trust has adequate resources to continue in operational existence for the foreseeable future. Thus
the trustees continue to adopt the going concern basis of accounting in preparing the financial slalements.
1.3 Charitsble funds
Unrestricted funds are available for use al the discrelion of the trustees in furtherance of their charitable
obieclives.
1.4 Incoming resources
Income is recognised when the charitable trust is legally enlilled to it after any performance conditions have
been met, the amounts can be measured reliably, and il is probable Ihal income will be received.
Dividends on investments are credited to the accounts at the time payment is due and are accounted for nel
of any non repayable lax credit.
8ank interest is accounted for gross when receivable.
Donalions are accounted for when received.
Gift aid in respect of donations is accounted for when receivable.

JULIAN TAYLOR CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Accounting policies
(Continued}
1.5 Resources expended
Resources expended are recognised once there is a legal or constructive obligation to make a payment lo a
third party, it is probable that settlement will be required and the amount of Ihe obligation can be measured
reliably. All expenditure is ac£ounted for on an accruals basis and includes irrecoverable VAT.
Expendilure on charitable activities indudes grants payable to Ihird parties in the furtherance of the charitable
objectives of the charitable trust, together with governan￿ costs.
Govemance costs comprise costs involved in the public accountability of the charity and its compliance with
regulation and good practi￿. The direct costs of accountancy and the independenl examination (when
required) have been charged to governance costs.
1.6 Fixed asset investments
Fixed asset investments are initially measured at transaction price excluding iransaction costs, and are
subsequently measured al fair value at each reporting date. Changes in fair value are recognised in net
incomel(expendilure) for the year. Transaction costs are expensed as incurred.
Current asset investments are staled al markel value.
All gains and losses are taken to the Stslement of Finanual Activities as they arise. Realised gains and losses
on investments are calculated as the difference be￿een sales proceeds and their carrying value. Unreali5ed
gains and losses are calculaled as the difference be￿een the fair value at the year end and their carrying
value. Realised and unrealised inveslmenl gains and losses are combined in the Statement of Financial
Activities.
1.7 Cash and cash equivalents
Cash and cash equivalents indude cash in hand, depostts held at call with banks, other short-lemi liquid
investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown
within borrowings in current liabilities.
1.8 Financial instruments
The charrtable tru51 has elected to apply the provisions of Section 11 'Basic Financial Inslnjments. and Sedion
12 '0ther Financsal Instrumen15 15sues' of FRS 102 to all of its financial instruments.
Financial instruments are recognised in the charitable trust's balance sheet when the charitable trust becomes
paty to the contraclual provisions of the instrument.
Financial assets and liabilities are offset, with the nel amounls presented in the financial statements, when
there is a legally enfOr￿able right to set off the recognised amounts and there is an intention to settle on a net
basis or to realise the asset and settle the liability simultaneously.
Basic financial assets
Basic financial assets. which indude debtors and cash and bank balances, are initially measured al
transaction price including Iransaclion costs and are subsequently carried at amortised cost using the effective
inleresl method unless the arrangement constilules a finanung iransaclion, where the transaction is
measured al the present value of the future receipts disoounled al a market rale of interesl. Finanaal assets
dassified as receivable within one year are not amortised.

JULIAN TAYLOR CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Accounting policies
(Continued)
Impairnient of financial assets
Financial assets, other than Ih05e held al fair value through income and expenditure, are assessed for
indicators of impairment at each reporting dale. Finanrial assets are impaired where there is objective
evidence that, as a result of one or more events that occurred after th8 initial recognition of the financial asset,
the estimated future cash flows have been affected.
If an asset is impaired, the impairment loss is the difference between the carrying amount and the present
value of the eslimaled cash flows discounted at the asset's original effeGlive interest rate. The impairment loss
is recognised in net incomellexpenditurel for the year.
If there is a decrease in the impaimient loss arising from an event occurring after the impaimienl was
recognised, the impairment is reversed. The reversal is such that the current carrying amount does not
exceed what the carrying amounl would have been, had the impairment not previously been recognised. The
impairment reversal is recognised in nel incomel(expendilure) for the year.
Derecognition of financlal assets
Financial assets are derecognised only when the contractual rights to the cash flows from the asset expire or
are settled, or when Ihe charitable trust transfers the financial asset and substantially all the risks and rewards
of ownership to another entity, or if some significant risks and rewards of ownership are retained but control of
the asset has transferred lo another paty that is able lo sell Ihe asset in ils entirely lo an unrelated Ihird party.
Baslc financlal Ilabillties
Basic financial liabilities, including creditors are initially recognised at transaction price unless the
arrangement conslilutes a financing transaction, where the debt instrument is measured at the present value
of the future payments discounted al a markèt rate of interest. Financial liabilities classified as payable within
one year are not amortised.
Debt instruments are subsequently carried at amortised cost, using the effective interesl rate method.
Trade creditors are obligations lo pay for goods or services that have been acquired in the ordinary course of
operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one
year or less. If not, they are presented as non-currenl liabilities. Trade creditors are recognised initially al
Iransaction price and subsequently measured al amortised cost using the effective interest method.
Derecognltlon of flnanclal Ilabilitles
Financial liabilities are derecognised when the charitable trust's contractual obligation5 expire or are
discharged or cancelled.
1.9 Forelgn exchange
Transactions in Gurrencies other than pounds sterling are recorded 81 the rates of exchange prevailing al the
dales of the Iransaclions. Al each reporting end dale. monetary assets and liabilities thal are denominated in
foreign currencies are retranslated al the rates prevailing on the reporting end date. Gains and losses arising
on translation in the period are included in profit or loss.
Donations and legacles
2024
2023
Donations and gifts
125,000
125,000

JULIAN TAYLOR CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Income from investments
2024
2023
Income from listed investments
Interest receivable
37,566
1,897
31,018
1,386
39,463
32,404
Ralglng funds
2024
2023
Investment management
4,799
7,879
Charitsble actlvltles
2024
2023
Grant funding of activities (see note 6)
Share of support costs (see note 71
94.864
3.978
97.441
3,420
98,842
100,881

JULIAN TAYLOR CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Grants payable
2024
2023
Grants lo inslilulions130 grants, 2023.. 29 granlsl..
Supporting Jewish community
Food poverty
86,864
8.000
93,941
3.500
94,864
97,441
Support costs
Support Governance
costs
costs
2024
2023 Basls of allocatlon
Independent examination
Accountancy
1,000
2,978
1,000
2,978
1,000 Governan
2,420 Governance
3,978
3,978
3,420
Trustees
No trustee (or person connected with them) received any remuneration or expenses during the year.
Donations amounting lo £100,000 without conditions were received during the year from J D Taylor, who is a
trustee.
Employees
There were no employees during the year.
10 Other
Unrestricted
funds
2024
Financing costs
3,434
10

JULIAN TAYLOR CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
11 Net gainslllosses) on investments
Unrestricted Unrestricted
funds
funds
2024
2023
Revaluation of investments
Gainl(loss) on sale of investments
136,881
60,313
(62,134)
(6,660)
197,194
(68.794)
12 Taxation
The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section
252 of the Taxationof Chargeable Gains Act 1992 to the extent that these are applied to ils charitable objects.
13 Other gains or losses
Unrestricted Unrestricted
funds
funds
2024
2022
Foreign exchange gains
260
115
14 Fixed asset investments
Listed
inveslments
Cost or valuation
At 5 April 2023
Addilions
Valuation changes
Disposals
1,537,557
1,163,681
136,881
(1,120,780)
At 5 April 2024
1,717,339
Carrying amount
At 05 April 2024
1,717,339
At 05 April 2023
1,537,557
11

JULIAN TAYLOR CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
14 Fixed asset investments
Icontlnued)
The portfolio of investments is split as follows..
Capital al 5
April 2024 (OAI
Bonds
Equities
Property
Cash
Commodities
14
81
100.00
15 Flnanclal Instruments
2024
2023
Carrylng amount of Ilnanclal assets
Debt instruments measured at amortised cost
Equity inslnjments measured at fair value
25,000
1.717,339
25,000
1,537,557
Carrylng amount of flnanclal Ilabllltles
Measured at amortised cost
3,594
3,209
16 Debtor8
2024
2023
Amounts falllng due wlthln one year:
Other debtors- due from HMRC
25.000
25,000
17 Credltors: amounts falllng due wlthin one year
2024
2023
Accruals and deferred income
3,594
3,209
18 Analysls of net assets between funds
Totsl
Fund balances al 5 April 2024 are represented by..
Investments
Current asselsl{liabilities)
1,717,339
227,206
1,944,545
19 Related paty transactions
During Ihe year, grants amounting lo £25,000 were made to Camp Simcha in accordance with the grant
making policy of Ihe charity- J D Taylor is a trustee of this charity-
12