JP Foundatlon Reglstered Charlty Number 1061254 Report and Flnancial Ststement Year endlng 31 December Z023 Trustees John Crawte Pearson Donald Flnlay Morrison Valerle Grace Beggs Chalrman Address for communlcatlon 4 Klngston Road New Malden Surrey Kf3 3LS. Independent Examlner Chrlstopher John Brown, Chartered InstStute of Taxatlon, Mlldenham Mlll, Egg Lane, Clalnes, Worcesetershlre, WR3 7SA. Bankers Barclays Bank UK PIC Lelcester LE67 2BB account 5009360. Report of Trustees for year endlni 31 December 2023 Trustees present thelr report and flnanclal year ended 31 December 2023 whlch wlll be examlned by the Independent Examlner. Strurture, 8overnance and management The Trust Is a reglstered charfty. numbered 1061254, and Is constltuted by a Declaratlon of Trust dated 9 January 1997. The Trust was establlshed wlth funds frorn John Crawte Pearson who over the years has made donatlons to the Charlty and has been the major source of the funds. The Trust does not actively fundralse and seeks to follow charltable work deslred by the ()onor. At the annual meetln8 the Trustees agree the broad strategy and areas of actlvlty. Day to day admlnlstratlon Is delegated to John Crawte Pearson- the Chairman. The Trustees give thelr tlrne freely and no trustee remuneration was pald in the year. The Trustees consSder there Is mlnlmal risk in the Trust actlvltles. All Investments have been made through Charitles ASd Foundatlon. PTO
Objectlves and Actlvltles for publlc benefit The objects of the Trust are- "For the promotlon of any charltable purposes for the benefit of the communlty and In partlcular to prov5de by way of grant or otherassistance for any charltable purpose which exist for the advancement of education, Including physical educatlon of young and old people and health care and welfare of elderly people" Grants have been mostly made to Trlnlty Foundation Ilrlsh Charlty recognlsed by UK Revenue) for Grattan Scholarshlps whlch are now In Its 12th yearand have been very worthwhlle and appreclated. Vulnerable Groups The Charlty does not work dlrectly wlth vulnerable groups but funds other or8anlsations that do and the Trustees are 5atlsfled that they are properly organlsed and cornpllant wlth thelr safeguard dutles or In a few cases the Sums Involved are so mlnlmal that further dlligence Is not requlred. Flnan¢lal Revlew The Trust work Is malnly flnanced wSth Its Snvestments and donatlons from John Crawte Pearson. Approval at Trustee meetlng on l January 2024 and slgned on thelr behalf. John Crawte Pearson Dated 90 S(L 2024
JP Foundation Registered Charity number 1061254 Accounts l January 2023 to 31 Dember 2023 Opening Balance 13,224,54 Income Glft ald refund Donatlon JP CAF Dlvldends 16,750.00 70026.78 1,469,88 88,246.66 101,471,20 Expendlture Grants Trlnlty Trust Foundatlon {Irlsh Charlty) Glyndebourne RCN 243877 Schnauzer Club Polka RCN 256979 LRC ljunlorsl Kln8Ston Hospltal Metropolltan Amateur Regatta Grange Park RCN 1068046 45260.00 8000.00 loo,00 5000.00 17500.00 250.00 5Cth.00 4000.00 85110,00 16,361.20 Admlnlstratlon Secretarlal Accountant 12tXI.OQ 198.00 1398.00 14,963.20 Closln8 balance 31st December 2023 14,963.20 Investments as at 05.10.2023 IFSL CAF Equlty Fund 8 Income Shares IFSL CAF ESG Income and Growth Fund Income £903.72 £11,613.55 /KLJ
Independent examiner's report to the trustees of the JP Foundation. I repoi't on the accounts of the Trust for the year ended 31 December 2023 The chaj'ity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year undcr sectioii 43(2) of tlie Cliarities Act 1993 (the l 993 Act) or under Regulation l O ( l)(d) of The Chai'ities Accounts (Scotland) Regulations 2006 (the 2006 Accounts Regulations) and that an independent examination is needed. It is my responsibility to: exainine the accounts uiider section 43 of the Chai'ities 1993 Act and sectioii 44(1) (c) of the Chai'ities and Tiustee Investment (Scotland) Act 2005 (the 2005 Act); to follow the procedures laid down in tlie general Directions given by the Cliarity Commission under section 43(7}(b) of tlie 1993 Act; and to state wliether particular matters have come to my attention. My exainination was carried out in accoi'dance with the general Directions giveii by the Charity Commission and is in accordance with Regulation I l of the Cljarities Accounts (Scotlaiid) Regulations 2006. An examination includes a review of the accouiiting recoi'ds kept by the charity and a comparison of the accounts presented with those i'ecords. It also includes considei'ation of any unusual items or disclosures in the accounts, and seeking explanations fi'om you as trustees coiicerning any such mattel's. The procedures undertaken do not provide all the cvidence that would be required in an audii and consequently no opinion is given as to wliether the accouiits present a 'true and fair view, and the report is liinit¢d to those matters set out in the statement below. In coiinection witli my exainination, no matter has come to my attention: ( l } wliich gives me reasonable cause to believe that in any matei'ial respect the requirenieiits: to keep accounting i'ecords in accordance with section 41 of the 1993 Act aiid sectioii 44 (1)(a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations. and to prepare account.q which accord with the accouiitii)g records aiid coinply with the accounting requiiemcnts of the 1993 Act and section 44(1){b) of the 2005 Act and Regulation 9 of the 2006 Regulations have not been inet, or {2) to whicli, in my opiiiion, attention should be di'awii in order to enable a proper understanding of the accounts to be reached. Cllllstopher John Brown Cliaitered Institute of Taxation Mildcitham Mill, Egg Lane, Claines, Woi'cestershire, TW3 7SA Date: 6 May 2024