CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 06104123 Period end date Period stsrt date To 05104124 Charity name: Butterfields Edward Johnson Trust Charity registration number:1088183 Objectives and Activities SORP reference Para 1.17 Summary ofthe purposes of the charity as set out in its overnin document Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit To relieve poverty and sickness in socially leconomically disadvantaged individualslfamilies in India BEJT funds 4 hostels sheltering and educatlng children from dysfunctional Ipoor families, gives subsidieslgrants to needy individualslfamilies for medical leducationallhousing needs. Para 1.17 and 1.19 Para 1.18 Trustees are aware of thls guidance AddEtional Information (optional) You ma choose to include further statements where relevant about.. SORP refefencg Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance SORP reference Through funding the hostels BEJT has given many children a secure childhood and enabled them to become economically self sufficien( confident and responsible citizens, able to support older family members and their own spouses and children. Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Through grantslsubsidies to individualslfamilies BEJT has enabled them to live in secure accommodation with good health and dignity, and through education has given their children the chance of a secure and prosperous future. Additional information (optional) You ma choose to include further statements where relevant about.. Achievernents against objectives set Paia 1141 Performance of fundraising activities against objectives set Para 1.41 Investment performan against objectives Para 1.41 other
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves statin are held Amount of reseeS held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.21 BEJT holds sufficient funds in reserve to fund beneficiaries for approximately four ears at the current level. Reserves are held as income is variable , likely to decline due to age of donors, and future ou oin s must be covered. £114008 NIA Para 1.22 Para t.22 P8r8 1.22 Para 1.24 NIA Para 1.23 Age of current trustees, including those who monitor and distribute funds in India, means that the charity is likely to close in the next few ears. Additional information loptional> You ma choose to include further statements where relevant about.. Donations from known individuals who travelled on Butterfields Indian Railway Tours, and well wishers who heard of BEJT through them. Donors sometimes raise money through the sale of goods. The charty's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 See 1.23 A description of the principa5 risks facing the charity Para 1.46 Other
Structure. Governance and Management Description of charity's trusts= Type of governing document Para 1.25 Trust Deed How is the charity constituted? Para 1.25 Trust Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Appointed by consent of all trustees on basis of familiarity with India, having seen first hand some of the projects. competence, and enthusiasm for the charity's work. Additional information {optional} You ma choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works P8r8 1.51 Relationship with any related parties Pafa 1.51 Other Reference and Administrative details BuERFIELDs EDWARD JOHNSON TRUST BEJT 1088183 TUMP END FAIROAKS FARM HOLLYBUSH LEDBURY HR8 1EU Charit name Other name the chari uses Re number istered charitL. Charity's principal address
Names of the charity trustees who manage the charity Dat¢s acted If not for whole ear Trustee name Office {if any) Name of person (or body) entitied toa oint trustee ifan JANE BUTTERFIELD SECRETARY ASHLEY BUTTERFIELD CHAIR LINDA BUTTERFIELD STEPHEN CANNAN JUSTIN ROSE JOHN KING 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Dlrnttor name ortwasa roved Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole ear
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 assets are held and how this falls within the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additlonal information (optional) Names and addresses of advisers (Optional information) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional infonnation) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional infonnation
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signaturels) FIQ. Full name(s) Position (eg Secretary, Chair, etc} JANE BurrERFIELD SECRETARY CHfviQ Date 0410212025
CHARITY COMMISSION FOR ENGLAND AND WAtES Butt•rfield's Edward Johnson Trust 1088183 Receipts and payments accounts CC16a For the pgriod from To 6th April 2023 5th A1 2024 Section A Receipts and payments Unrostricted funds to th¢ rtearest Endowment funds Restricted funds, Total funds Last year tothe ntrar#8t£ trj th& neareBt£ to tho n$grut£ to the ne#re8t£ A1 Receipts T¢)t81 donatic GiftAid tax refund Bank Interest 29.765 11.405 30 29,76S 11.405 30 54821 Sub total(Gmss income forAR) A2 Asset and Inveslm*nl sales, (see table). 41300 41,200 910 Sub total Total receipts 41,2CIO 41.200 54,910 IA3 Paymonts Granls to benefiarteS Bank didrge5 in UK IUnltyTrus1 Bank) Foes for Iransferto 8ank of Bafoda. Indk9 Forobn Nogotiolton F¢0 30.B69 2B,43B 72 129 10 72 93 Sub total 31,034 31.034 26.64 A4 Assèt and Investment purchases. {see tsble Sub total Total payments 31.034 31,034 26,649 Net of recelpts/(payments) AS Trnnsfer¥ b?tw••n funds '.A6 Cash funds la$t yèar and Cash funds thls year end 10,166 10.166 28261 103.842 114,008 103.842 114,008 75,581 103.842 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to rtaro8t£ RestriGled funds Endowment funds to noar•$t È Catggodès Dotalls to n•arevt £ ,. B1 Cash funds Unity Trust Bank 98.18B Llniled Trust Bank 1T,853 B8nk of BarrAYa. IndL9 2.033 Totsl cash funds 114.008 l&Jr£e baLanSthfecpts 8lld kwmenb. aGg)unU81) CCXX R1 accounts (SS) 0210212025
Unrestricted funds Restficted funds Endowmènt funds Details to nearest £ to n•arn8t£ l Detslls i Fund lo which asset, b8long C05t lopllonall (op0•1) Fund to whfjth ai•t belon Currgnt v•lu• (OP0all Details Cwt Iwonall I B4 Assets retalned for the charity's ¢)wn use Fund tts whl¢h Ilablllty rel&tss Amount d¥• (Wlonall Who0 duo Dotalls B5 Llabllltles ksignd by one ortsvo trusta•s on b8hair lof all the Iruslees Signatur8 Prfnt Name Dale of approval f)SilL&Y 14L), CCXX R2 accounts (SSI 0210212025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl l Butterfield's Edward Johnson Trust members of , On accounts for the year15th April 2024 ended . Charity no (if any) 1088183 Set out on pages | 1 and 2 of the Charity Commission form CC 16a I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 0510412024. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation of basis of report the accounts in accordan 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 carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have cornpleted my examination. I confinn 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. accounting records were not kept in accordan with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn 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:131St January, 2025 Name: M.T.Arthur (Dr.) Relevant professional qualification(s) or body (if any): IER October 2018
Address: | 14, Aveley Lane, | Famham, Surrey I GU9 8PW Section B Disclosure Only complete if the examiner needs to highlight matters of concem (see CC32, Independent examination of charity accounts: directions and guidance for examiners). IER October 2018