CHARITY NUMBER A068492
DANIEL PARSOIYS EDUCATIONAL CHAIUTY
TRL'STEES REPORT AND FINANCIAL STATEMEN75
12 MONTHS TO 31 DECEMBER 2025

DANIEL PARSONS EDUCATIONAL CHARITY
Contents
Page
TTUSt¢es Annual Rqx)rt
Finan¢ial Statements
Independeni Examiner's Rep)n

DANIEL PARSONS EDUCATIONAL CHARITY
TRUSTEES ANNUAL REPORT
12 months to 31 Deeember 202S
Rrfi5¢ered ¢h*rlty Duthbtr
10684
Charity's priDeipfil address
The Eswe Offic
Wharf Cotta8e,
Tenbury Well&
W0￿¢stershI
WR15 8NY
Ch4rity Inbjteu who h•ve served frw l Jam￿￿ry 2025 to the d*te of *pprov*l of these
R.T.V. Evans
D.F. Hughes
P Marsh
Chaimwi (D¢ce¥sed 30 January 2025)
Chairrnan IApw)int¢d 30 Jgnuory 2025)
J.K. West
T P Westlry
Ind¢p¢nd¢•t examlner
F L Clapham IFCA)
CKCA Limited
Castle Court 2.
C&sil¢881¢ Way•
DudEey,
West Midand5
DYI 4RH
B*nk¢n
Lloyds Bank
63 High Street
Dudley DYI IPY
lttvdtmtnt Advi*¢rJ
EFG Harris Allday
33 GreAt Charles St
Birmingham
B3 3JN

DANAEL PARSONS EDUCATIONAL CHARITY
TRUSTEES ANNUAL RF.PORT-eoTrtiDved
12 Dbonths to 31 De¢ember 2025
Strncturei gov¢rn4*¢¢ *nd m•D#etme*t
Trusi Schettie
The Charity is regulated by a scheme th&1 w&$ sealed on 6 April IW6 replacing a scheme scaled in
1863.
Policies and Procedyresfor ih¢ Indttciion and fraininR of Tr￿lee5
Tntstees are CO•OPted by the existing tnJs1tt5. Once apwinted. new trus*es are briefed on the history.
organisation and future objeetiv¢s o( the Charity.
Orgonisaiio
The Trustecs meet re¥ularly throu8houi the yearto review and todccide on any gr￿ts io be mwJ¢ within
the objectivu of the ChHrity-
Risk Mantsgemeni
The TrLLsie¢s have &ssessed the majorrisks io which the charity 15 ex￿sed and ar¢ satisfied thal systems
are in place to mitigate exFKtsure kn any major risks.
ObJ¢¢¢lv¢i •nd •etlvltks
The objerf ot the ch￿ty is the prom￿lOn of education of persons under the 4e of 25 yearn WI￿. or
whos¢ pgrents ar¢ r¢5ideni in Dudley and the 5urroundin8 neighbouAkKrfL have ￿ ony time attended at
8 a¢hoDI in the 8rea.
Public benefit
The TTWStees hav¢ referred to the 8uidaAce conthined in the Charity Commi￿10￿.$ 8enernl 8uidon¢¢ on
publi¢ benefit when reviewin8 iheirarnis andobje¢tives. ThE f￿ts$ oftheiraciivity remains in providin8
fitw)cial supp)rt for the &y(¥n￿lon ofedueaiion for ijxlividuals from the Dudley are&
A¢hleveme•ts aod perform•n¢e
The Charity h&% made grants of £l.IXIO (2024..£22.650) during ih¢ y¢or; 10t￿ funds of £212,372
(2024..£193.992) are available for disrribution if onlv suitable #pplicants can be fouTrd. Ai 31 D￿nber
2025, the Endowment Furnl of the Charity was Y#lued ttt L?42.99912094:£2?a.823).
Investments (including ¢￿h retsined for inveslment) held by the Charity it)creased in value during the
year by £6.791120?4.. fell by £10.065). A f￿1 of £894 (20?4:£9.480} ofthe pernia￿l ¢rKlowment arvj
an increase of £7.865 (2024.. £585 fall) in unffstri¢i¢d
Ch*rlty'J pollcy on regervej
The Tr￿51￿$ endeavor to retsin a minimum of an average y￿r.$ in¢ome (£15,(MK)} to mttt any
un¢xpected nttd or expense.
Page 2

DANIEL PARSONS EDUCATIONAL CHAIUTY
TRLSTEES ANNUAL REPORT-eootinued
12 months to 31 December 2025
Plans for future periods
The Charity has no outside source of i]wme and is depeThJent upon the income from its I￿¢s1m¢n1$.
The trustees will continue to use the income. li arises io meth the prescribed objectives of the Charity.
There 8re no aniicipa*d plans to clw18e this policy in the fO￿ttable fu￿￿e.
D¢d*rAtion
Th¢ Trustccs de¢lar¢ that they h•v¢ approved the trusttt5' report above.
Si8ned on behalf of the rlwity's trustees
P Mwsh- Ch8im)8n
ate:

DANIEL PARSONS EDUCATIONAL CHARITY
FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2025
U•ff$irft*d
F•*ts
Totsl
2025
FM
2014
RECEIPTS AND PA YMENTS ACCOUNT
Rtttipts
17.IXI
l7.ljo
l(Q652
17.n7
5aks ¢1¢.
91.754
TLtslr¢ccFts
91,754
125,782
13fi231
Pl￿Nts
IhntS'
Ir1k￿￿ttx4rnr￿￿5 fe¢
ChaTty fee
¢y#s¢s
Inve$tsr¢nt theers, fee
Asset etc
1.140
i J(M)
235
31￿1
235
3￿1
67th13
3,041
116.oy
IqJ17
23.rf2
93,7(xS
141,745
ExEess of rt¢c¥ts o¥¢rpytt*rti
10.9
31016
Cwh at knt)rAr¢r
I￿719
610
107J99
111913
C&8h thii ye*eTrJ
117.7_15
?1.
107Jg4

DANIEL PARSONS EDUCATIONAL CHARITY
FINAI%CIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2025
Um5trkttd EththTr)w¢ot
Total
202$
2024
STATEVdENT OF ASSETS AND LIABILrriES
CAsh F•Ads
Lbyds Dank PLC
CamtY¥J8e ar¥J Cwrt*s Ba
EFG Harri5 a￿Y
4?J52
75fi
42J52
30.942
72,853
1314)
21fj80
21J66
117734
139414
InvestmeAt Asiets
SIMr¢s S¢CLYiL*S at rnirket VAI
018
19
317
37
31
A¢cTred ¢xp¢w¢i
minerfs fee
IJKJ
95)
Signed on behalfofthe ¢hariiy'$ trust¢es
P Marsh- Chairn)an
Dat¢..
PaBe 5

INDEPKNDEKT EXAMINER'S REPORT TO THE TRusfEES OF THE DANIEL PARSONS
EDUCA TIONAL CHARrrY
I re￿rt to the charity tnLslees on my examin*ion of the accounts of the charity for the year ended 31
December 2025, which are s¢t out on page 3.
Re8poo$ibilitl¢8 Ind b•sii of report
As the charity's twstees you are reS￿nsible for the prwation of the accowjts in accordarKe with the
requirements of the Charities Ath ?01 l {'the Act'l.
I report in r¢$p¢¢t of my examination of the ¢harity's accounts carried under section 145 of the
Act and in carrying out my examination I have followed all the applicable Directions given by the
Charity Commi55ion wmler se¢tion 145(5Xb) of the ACL
Independtmt ¢xamlner's sta¢emeD¢
I have completed my examinaiiorL l ¢onfm no m￿en￿l matters have comc lo my atlention in
¢OTJnection with the examitwion givin8 me cause to believe that in any matrriol T¢speth.'
accounting records were noi k¢0 in resFect of the charity as required by section 130 of ihe
2. the accounts do not accord with those Teeonls: or
3. the accounts do not comply with ihe 4wlicable requirements concerning the form and content
of accounts set out in the Charitie5 (Accounts and Report5) Rcgulalions 2008 othu than any
requirements that ihe a¢counts give g Xrue and fair view. which 15 not a m4tt¢r considered as
part of an indepeThJent ¢xomin&liofft.
I have no concems and have come a¢ross other matter5 in eonnection with the examination to
which attention should be drawm in this repon in order to enable a Pro￿ undersw)din8 of the
ounts lo ￿ rea¢hed.
F L Clapham IFCA)
CKCA I,imited
c￿tle Court 2.
C&stlegate Way.
Dudley.
West Midlands
DYI 4RH
Date:
Pa8e 6