CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From Period Stsrt date 1" April 2024 To 31" March 2025 Period end date Charity name: The Barnard College Charitable Trust Charity registration numbgr:1063343 Objectives and Activities Summary of the purposes of the charrty as set out in governing document Para 1.17 The objectives and aims of the charity are: The advancement of education, in particular. the education of students attending Barnard College, Columbia University. New York by awarding scholarships, exhibitions, bursaries or Maintenan allowances tenable at the College, and at any other educational establishment approved by the Trustees to people in need of financial assistance. furtherin8 the education of such persons The Charity aims to achieve its objectives by makin8 grants to Bamard Colle8e. During the period. the Chaiity recei4ed donations and Gift Aid of £262.460. The bulk of the donations and gift aid (£196,840) were to be used to fund the Vagelos Scsence Cent. Summary of the rnain activrties in relation to those purposes for the public benefft, in particular. the activrties. projects or services idenbfied in the accounts. P•rn 1.17 arKI 1.19 The remaining donations of £65,620 were either unrestricted or for the Beyond 8amard Internship Program. Publk benefft The Trustees believe that the grants to Barnard College ultimatety result in benefrttin8 the wider public thrOh furthering education and research. ststement confimiing whether the trustees have had regard to the guidan( issued by the Charty Commisslon on public benefft PAra1.18 The Trustees confirm that they have complied with the requirements of section 17 of The Charities Act 2011 to have due regard to the public benefft guidance published by the Charity Commisslon for En8land & Wales when feviewing the charitvs aims and objectives and In planning future activities.
Additional infomation (optlonal) You ma choose to include further statemenls where relevant about.. SORP rEfernn¢e Policy on grant making P•FW 1.38 Policy on social investment including program related investment Par8 138 Contribution made by volunteers Parya 138 Other Achievements and Perfomiance Summary of the main achievements of the charrty, identifying differen the charity's work has made to the circumstsnS of its beneficiaries and any wider beneffts to society as a whole. In the Financial Year endin8 31° March 2025 the Charrty received £262.460 in donations and Gift Aid. Grants of £262.491 were made to Bamard College. The largest portion of the Brant was to fund the Vagelos Science Center renovation which prepares young women for careers in scien. technology. engineerin& and math IsfEM) flelds. The tharity continues to work to improve and develop fundin8 for educational establishments. in particular. for financial aid towards deserving Students and plans to continue these activities in the fvture Parn 120
Additional infomiation (Optional) You ma choose to include further statements where relevant about.. In the Financial Year endirE 31° March 2025 the Charity made grants to Bamard College totalling £261,491. Both donations and grant amounts increased from FY2024. Achievements against objectives set Para 1.41 Performan(x of fvndraising activities against obj'ectives set P4ra 1.41 Inveslment performan against objectives Parn 1.41
Financial Review Review of the charrty's financial posrtion at the end of the period P¥121 In the year under review, the charity receNed total incorne of £262.460 {£196.840 of which was restritted income) and incurred expenditure of £262.667 which included grants of £262.491 to Barnard College. There were no surplus funds as at 31 March 2025. The Charity aims to keep minlmum reserves of Statement explaining the policy for holding reserves statin are held Amount of reselwes held Reasons for holding zero reserves Details of fund matenaiiy in deficrt Explanation of any Unrta]ntieS about the chanty continuing as a going conrn 1.22 Para 1.22 1£1211_ 2024- {£IC6} All resetves were expended for charitable, su port and ovemance urposes. None Prn 1.22 Para 124 Par• 1.23 There are no concems as the trustees continue to provide assuran that they will support the tharity for at least 12 ffK•nths from the date of signing of this report. Additional infomiation loptional) You ma choose to include further statemerrts where relevant about: The chaiity's principal sources of fijnds (induding any fundraising) Parn 1.47 Investment policy and obJecttves including any social investment policy adopted 1.48 A description of the pnnc4pal risks facing the charity Pw• 1.46 Other
Structure. Governance and Management Description of charity's trusts.. Type of goveming document Para 1.25 Trust deed dated 18th June 1997 amended by deed dated 01 Mar 21Xil and 27 Oct 2020 It is an unincorporated association. How is the chanty constituted? Pawa 1.25 Trustee selection meth(Kls including details of any constitutional provisions e.g. election to post or name of any person or bY entrtled to appoint one or more trustees Par• 1.25 The power of appointin8 new trustees of the charity shall be vested in the president for the time being of Barnard College or if there is no such person willing and able to make such an appointment in the surviving or continuing trustees and the said president shall have )wer exercisable by deed to remove any trustee. Any person who is for the time being the Wice President for Development and Alumnae Affairs of Barnard College shall become and remain a Trustee during his/her term of office as such Wice President and shall be deemed to have retired on ceasing to hold such office {but nothing in this sub-dause shall prevent the continuing Trustees from appointing a fomier Trustee including a former Vice President to be a new or additional trustee). If the power of appointing new trustees is exercisable by the Trustees. then a new trustee hereof may be appointed by resolution of a meeting of the Trustees and whenever a tnstee is so appointed a memordndum of hls app)intment shall be pPared and 518ned by the person presidin8 and attested by tsvo other persons present at such meeting. The Trustees recruit and appoint Trustees as and when required.
Additional information (optlonall You ma choose to include further slatements where relevant aboLrt'. Policies and prccedures adopted for Ihe induction and training of trustees Pawa 1.51 The charity's organisational structure and any wider neOrk with Ythich t thanty works Parn 1.51 Relationship with any lated parties ParA 1 51 Reference and Admlnistrative details Cha name Other name the cha istered cha nurntr Charity's prinopal address The Bamard Coll e Charitable Trust 1CE3343 99 Durlston Roaj, London E5 8RP
Names of the charity trustees who manage the charity Trustee name Dates acted tf not for wholo ear Office Ilf •ry N•m• of p•r8on (or body) •ntitl•d oint trusteo if a Kelly Trevor Leila Bassi Laura Rosenbury FranS Brinley Bwton Michael Farley President of Barnard College 6th June 2024 to 24Ln March 2025 10 11 12 13 14 15 16 17 18 19 20 tnBtees - names of the direclors at the date the re wasa roved Name of tru&ees hokling liue to prowty t1rj to the charty ••r
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the asset5 are held and how this falls within the custodian chanty's objects Details of arrangements for safe custody and segregation of such assets from the chanty's own assets Additional Infomiation (optlonal) Names and addresses of advlsers (Optional infommllon) Type of Name Address adviser Name of chief executive or names of senlor staff m•mbers Iopiional inf0mtiOn) Exemptions from disclosure Reason for non-disdosure of ke rs(Innel details Other o tional infomiation
Declarations The trustees declare that they have approved tho trustees, report above. Signed on behalf of the charlty's trustsas Signature(s) Full name(s) PosltSon (eg Secretary. Chair, etc) Kelty Trevor Trustee Date 4 kj U)ZS
The Barnaid College CharltableT No 1063343 Annual accounts for the To riod 0IIOIIX124 Pwh>J •nJ dth 31103r2025 Section A Statement of financial activities {inGluding summary income and expenditure account) UDr•strict•d AtrIct•d lunds Inc¢)m• funds Prfor y•r fun¢ts Total fund• fund Inc¢)me {Wot• 31 F01 F02 F03 F05 65,620 178 1.840 243.765 178 32 65,830 rot•1 Exp•nditur• (Not•• 6) Exp•ndhurn on.. 1S6.840 282.670 243,780 64.651 19S,840 261.491 243,765 1.194 65.845 1.194 262.685 1.243 245,¢J)8 S12 196,840 N•t Inoy)W{•xp•ndlkn•) b•for• t•x for the r•portlng p•riod Sls 15 15 1.228 Il•t InGom•l(•xp•ndStw•l •ft•r tax beforo 1rNe¥t pIn()mI S15 15 15 1.228 S18 N•t Incom•l(•xpendltur•l S17 818 15 15 1.228 S19 Othw r•co9nlMd g•lrnl(lo•M•): N•tmov•m•ntln lunds 15 15 R•con¢lll•ilon of nds." 1.122 Trtal lund• nI•d forw•n* 121 121
Barnard College Charltable Trusl Chaffl No 1063343 99 [ton Ro•J Londm E5 8RP Annual accounts for the eriod To otmW2024 3110312025 Section B Balance sheet Unrn¥trict•d R•stslct¢d inw¥M Endowm•rt Toil Ihl• Tl l••t fund• nds nds y••r Flxed assets Intsngibl• •sets T•nglbh assets H•ritag• F02 F03 F04 FOS (Nots 15) INot• 14 (Nots 16) (Note 17) Toel fi¥•d•ssets Current assets Stock• (Not• 181 (Note 19) (Nots 17A} Ca•h at l)ank and In h•nd (Note 241 Total ¢URT•ntass•ts p10 $99 764 Cr•dliorn: *mount• falling du? wlthin on• y•ar (Not• 20) B11 870 P4•tcurn¢•M•trfNalthJ . 1c6 Cr•ditorn: •mounts falllng du• aft•r orw y•ar (Nots 201 ProvlskTh for Il•bilili BT4 B15 121 121 Funds of the Charfrty 1C 17 R•¥trfeted In¢om• lund• Illot• 2 819 121 R•valuatlon ff••• 121 Tot•ifvnds 121 121 Sydmd byon• ¢n S4inature CC17a IExceQ Iwr2025
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trustees Bamard College Charitable Trust On accounts for the year ended 3110312025 Charity no (if any) 1063343 Set out on pages TAR and Accounts set out on pages 3-14 I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 3110312025. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination which gives me cause to believe that in. any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act" or the accounts did not accord with the accounting records" or the accounts did not comply with the applicable requirements concerning the form and content of accounts set 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 with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: 0511112025 Name: Dipakkumar Shah FCA Relevant professional qualification(s) or body (if any): ICAEW Address: Nielsens Accountants Ltd , Chartered Ac¢x)untants IER Oct 2018
The Gatehouse. 453 Cranbrook Road Ilford IG2 6EW Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. None IER Oct 2018