Charlty wistratlon numhr 1091675
THE JACK LANE CHARITABLE TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5APRIL 2024

THE JACK LANE CHARITABLE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
Mr. R WhFie
Mrs. E Vlalker
Mt5. G Mitchdl
Mrs A Neal
H Morri5
(Appointed 19 September
2023)
Charlty number
1091675
PTln¢lpal address
Epsilon House
The Square
Gloucester Business Park
Gloucester
Gloucestershire
United Kingdom
GL3 4AD
Independent examlner
Katherine Parkin FCA
Epsilon House, The Square
GIOu￿ster Business Park
Brockworlh
Gloucester
Gk￿￿SIerShi￿e
United K3ngdom
GL3 4AD
Bankers
Lloyds Bank plo
14 Castle Street
Cirencester
Gloucestershire
United Kingdom
GL7 1QJ
Sollcltors
Forrester. Sylvester, Mackett
59 High Street
Malmesbury
ftshirc
Unrted lQ"ngdom
SN16 9AH
Inv•stm•nt advisors
Rathbones
159 New Bond Street
London
W1S2UD
United Kingdom

THE JACK LANE CHARITABLE TRUST
CONTENTS
Page
Trustees. report
Independent examinevs report
Ststemem of financial a(XMtses
RalaneÈ sheet
Notes to the finanrAal stslements
7-13

THE JACK LANE CHARITABLE TRUST
TRUSTEES. REPORT
FOR THE YEAR ENDED 5 APRIL 2024
The trustees present their annual report arKI financial statements for the year ended 5 April 2024.
The financial statemeiils have been prepared in accordarKe wilh the accounting Folicies sel out in note 1 to the
financial statements and comply with the charivs goveming doryjment. the.Charities Ad 2011 and 'Accounting and
Reporting by Charities: Statement of Recommended Practice aP￿Icable to thatities preparing their accounts in
accordan￿ with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)"
(effects"ve 1 January 2019).
Objeellves and actlvltles
The trustees shall hold the Trust Fund and rts income upon trust to appty them for such chantsble purposes as the
TTUStees shall from time to time in their discretion dea.de wilhin the counties of GloucAstpr%hire and v￿ltSh1re.
The charty supports good causes suth as"
GenÈTal Charitable Purposes
EduCation￿raining
. Me(licaVHeaMickness
Disability
Relief of Povorty
. AccommodationlHousing
. Artslculture
. SporVRecreation
Animals
EnvironmenvConseNation￿eTItage
. Economtcjcommunity DevelopmentEmployment
Applications are en(x)uraged through word of mouth. lo￿1 support, media channels and the chaws own websiÈe.
The Trustees look favourably uw)n applicants s￿h a5 children. young people, elderly, people with disabilities and
other charities and voluntary tx)dies.
The Chairman's Discretionary Fund. with authority to make small donations in urgent cases, has not been used
during the year.
Trustee3 follow up grants by visiiiiiy wattous beneficianes on an ad basis to identify the drferencÉ the grant has
made to the chanttes and the wider society.
The tnjstees have paid due regard to guidancÉ i&sued by the Charity Ccffimission in deciding what acttvities the
charity should undertake.
Achievemenls and ￿rrOM1#nce
The trustees. appointed investment managers continue to deliver a level of relum on r2prtal. thus Ènabling thg Trust
to conts.nue to provide financial support to various eauses within tho counties of Gloucester3hire and VAllshi￿.

THE JACK LANE CHARITABLE TRUST
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Flnanclal revi
The appointed investment managws ryjntinuod their policy of generating consistent retums, adopting a cautiou5
manner, from thc original capital, a5 demonstrated by t*￿ figuies wntained In Ihe lalest accounts. The capital fund
ha5 increased by 6.8% during the year. The trustees are in regular contact wilh the Trusfs investment managors
conceming day to day matters which may have an impact on financÈal markets.
It is the Trustees, intention to manage. through the chanty's investment advisor, the capital fdlue of the investments
in order to maximise income available for distributM)n.
The total investment fund value at 05 April 2024 was £2.746.687 (2023: £2,570.985) with tolal free reserves of
£2.795,539 {2023: £2,663,578).
Policy on resorveg and plans for the fu￿r¢
Thc trustees, policy on reser¥e5 is to ni<iinlain the existlng capital fund in real lernis, and use the inct)me generated
from inveslments to meet the Trusfs charitable obiectNes.
Publlo benem
The trustees have given r1)n￿￿ratiOn to the Charity Commission published guidance on the opetatN)n ul the Public
8@nefft raquirement.
The ttustees are of the opinion that the Trust sats"sfies the Public Benefft requirement because objective of the
Tnjst is to support charities of varK)us causes throughout the tt)unt￿s of Gloucestershire and V4fjltshire (as detailed
under the Objectives and Activrti8s of the Trust).
The trustees confirm that they have complied with the requirements of Sect￿ 4 of the chanties Act 2011 to have
due regard to the public benefft guidance published by the Chanty Commission for England and l*Vales.
Major rfsks and management of th￿e rlsks
The trustees are aware that a fall in global markets could potenlially reduce the va￿e of the investments held.
The trustees have identi￿1 the operational risks that they believe might affe(X the ¢*anty. Each of the major risks
are wnsidered on a regular basis to ensure exposure is minimised.
stru¢ture. govemance and management
The chanty is an unincorFK)rated charitable trusL
The trustees who served during the year and up to the date of signature of the finan¢ial statements were..
Mr. R Imiite
Mr. D C Crampton
Mr. M A Wright
Mrs. C Maclachlan
Mrs. E Vlalkei
Mrs. G Mitchell
Mrs A Neal
Mrs H Morris
(Resigned 19 March 2024)
{Kesiqned 10 May 2024)
(Resigned 19 September 2023)
(Appointed 19 September 2023)
The Trust De@d requires that there shall be not less than three T￿￿tee$, and that eadi TtU5tee sFFall be appointed
for a tem) of five years.
Trustees shall be apFK)intpd by a resolution of Trust￿ passed at a special meeting.

THE JACK LANE CHARrrABLE TRUST
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 5 APfttL 2Q24
lor a tenn ol ff¥* yw
Mr R Vthrte
T￿18+)
Mib. E
18 January 2025

THE JACK LANE CHARITABLE TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE JACK LANE CHARITABLE TRUST
I report to the trustees on my examination of the financial statements of The Jad( Lane Charitable Trust {the chanty)
for year ended 5 April 2024.
Responslbilities aftd basls of report
As the trustees of the charity you are responsible for the preparatK)n of the finan(aal statements in accordance with
the requirements of the Charities Ad 2011 (the 2011 Act).
I report in respect of my examination of the charivs financial statements carried OLrt under section 145 of the 2011
Act. In carrying out my examination I have followed all the applicable Direcknns gr¥en by the Charity Commission
under sectron 145{5)(b) of the 2011 Act.
Ind•p•ndont examlnerfs stat•n*nt
I have completed my examination. I confirm that no matters ha￿ come to my attantion in ¢onnection with the
examin8tinn giving me causo to belièw that in any material respect:
acwunting reryxds were nol kept in respect of the charity as required by sedion 130 r)f the 2011 Act" or
the finantial statements do not ac¢x)rd with thosc re¢ords" or
Ihe fiiidlTcial Statements do rK)t c￿rnpty wrth the applicable requiTements conceming Ihe form and content of
accounts set out in the Charities {Aty))unts and Reports) Rogulations 2008 other than any requirement that the
aeecyjnts gi￿ a true and fair view which 13 not a matter (x)nsidervd a5 part of an Independent examination.
I have no concerns and have come across no other matter5 in rxJnneclTon with the examlnation lo which attention
should be drawn in this report in order to enabFe a proper understanding of the financial statements to be reached.
Katherine Parkln FCA
Azets Audlt Servirns
Epsilon House, The Square
Gloucester Business Park
Brockworth
GIOu￿ster
Gloucestershire
GL3 4AD
United lfjngdom
Dated.- 23 January 2025

THE JACK LANE CHARITABLE TRUST
STATEMENT OF FINANCIALACTMTIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 5 APRIL 2024
Unre5tsithd UnrE5tr1Gted
funds
funds
2024
2023
Income from:
Investments
49,375
47,318
nditure on:
Raising funds
11.481
11.347
Lnarrtable ath"vrt￿s
56.893
58,085
Total expenditure
68.377
69.432
Nal gainsl{losses) on investments
150,963
{104.348)
Net movement In funds
131,961
(126,462)
Fund balances at 6 April 2023
2,663,578
2.790,040
Fund balances at 6 April 2024
2.795,539 2,663,578
The statement of financial actsvibes indudes all gains and losses re(￿nised in the year.
All income and expendrture derive from cfjntinuing activi1￿.

ThE JACK LANE CHARITABLE TRUST
BALANCE SHEET
ASAT5APRIL 2024
12
2,746.687
2.570,98S
51.822
95.293
14
(2.970)
(2.7W)
92.5Q3
2.795,SA)
2.f*a 578
Incom• lund•
2.795.539
2,E63.578
2,863.578
18 January 2025
Mr
f5 E￿•r

THE JACK LANE CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMEKrs
FOR THE YEAR ENDED 5 APRIL 2024
A¢countlng policles
Chanty Infomiabon
The Jack Lane Charitable Trust is an unin￿)rPorated chanty founded by a decla￿tIon of ttU5t date¢J 25 March
2002. its registered Offi￿ is Epsilon House, The Square. Gloucester Business Park. Glouoster. GL3 4AD.
1.1 A¢countlng ¢onventlon
The accounts have been prepared in accordance with th& ch￿l{￿S governing document, the Charitres Act
2011 and -A¢counling and RePo￿"ng by Charrties: Statement of Recommended Practice applicable to
charittes preparing their accounts in accordan￿ wth the Financial Reporting Standard applicable in the UK
and Republic of Ireland (FR8 102)" (as amend￿ for accounting periods commeneing from 1 January 2019).
The chanty is a PublF¢ Benefft Entity as defined by FRS 102.
The charity has taken athantage of the provisions in the SORP for eharities applying FRS 102 Update Bulletin
1 not to prepara a Statem￿1 of Cash Fltyws.
The financial stat8mgnts are prepared in sterling. which is the fundional ￿ffen¢ry uf the tharity. Monetary
amounts in these finan(aoil 51atements are rounded lo the nearest £.
The accounts have been prepared under the htstorical cost convention. modffied to inctude the revaluation of
certain financial instruments at fair value. The principal armunting wlicies adopted are set out beknv.
1.2 Charltable funds
Unrestricted funds are available for use at the disuetion ol the trustees in furtheran￿ of their charrtable
objectives.
Restricted funds are subject to speufic conditions by donors as to how they may be used. The purtK)ses and
Uses of the restricted funds are set out in the notes to the finar￿la1 slatements.
EndOw￿￿nI funds are subjed to speufic (x)ndilions by donors that the capilal must be maintsined by the
1.3 In¢oftie
Income is recognised when the tharity is legally enbtled to it after any performan￿ conditions have been met,
the amounts can be measured reliabty. and it is probable that income will be r￿￿ed.
Investment in(x)me is accounted for in the period in which the chaiity is entitled to r￿1p1.
1.4 Ex￿nditUrn
Expenditure is recognlsed On￿ there Is a ￿gaI or 1x￿structIve obligation to transfer e￿noMiC benefft to a
third party. it is probable that a Ir3nqf@r of economic benefrts will be required in scttlemen( ond the amount of
the obligation can be measured reliably.
Expenditure is classified by actiwty. The costs of acbvity are made up of th9 total of direct wsts and
shared costs, induding support costs involved in urKlertaking each acts￿ty. Direct costs attributable to a single
actrvty are alkthted dite(aly ID that ac11￿ty. snared costs which contnbute to more than one activity and
support costs which are not attn"butable to a single ar@ apportioned beiwaèn those activitlcs on a basis
cDnsistent vmth the usè of resources. Central staff costs are allocated on the ba515 of time spem, an
depreciation Cha￿e5 are all￿zted on the portton of the assefs use.
In preparing the SlalvrTient of Flnanclal Aclivibes. the Tnjstees have attn"buted. where readily detemiinable,
the costs between generats.ng funds. chatitable activit￿s. and governan￿ costs.

THE JACK LANE CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Accounllng pollcles
{Contlnu•d}
Expendrture is induded on an a(xruals basis and is recognised when there is a legal or rx)nstructive obligation
to pay for expenditure.
The cost of charitable activibes comprise of grants and donations made to individuals, societies, schools and
other charFties.
Support and govemance costs comwise of costs ft)r the running of the tharty itself as an organisation.
Llabilities and provlslons
All known liabilities are provided in tho accounts at the balance ¥heet date. Provisions late included in
accordan￿ with FRS 102.
Irrecoverable VAT
Irrgeoverable VAT is dlarged against the expendiiure h¥iiding ft)r whith n was incurred.
1.5 Flx•d as6et Investsnents
F￿e0 asset investments are inittally measurpd at transaction price oxcluding transaction costs. and are
subsequently measured at fair value at each reportiThJ date. Changes in fail value are recognised in net
incomel(experKliture) for the year.
1.6 Cash and ¢ash equlvalents
Cash and cash equrvalents indude cash in hand. deposits held at call with banks. other short-term liquid
investments with original maturI￿S of three months lx less, and bank overdrafts.
Ba￿¢ financial assets
Basic financial assets, which Indude debtor5 and cash and bank balantss, are initially measured at
transa￿lon prtr￿ induding transaction costs and are subsequently (arried at amortised cost using the effective
interest method unless the arrangemerrt o)nstiiutes a finanang tranSac￿n, where the transaction is
measured at the present value of the future receipts dis(x)unted at a market rate of interest Financial assets
dassffied as re￿1vable within one year are not amorttsed.
Other financial assets
other finanaal assets, including ir7vestrnents in equty instruments which are not subsidiaries. associates or
joint ventures. are inrtialty measured at fair value, which is normalty the transaction price. Such assets are
subsequently cArried at fair value and the changes in fair value are recognised in net it7comel(expenditure),
eX￿pt that investrnents in equty instrument5 that are not publidy traded and whose fair values cannot be
ni¥(1è4ure(I reliabty are measure(l at cost less impaitmenL
Impainnent offinancial assets
Finanryal assets. othor than thosc held al fair value through in(J)me and exFenditure, are assessed for
indicators of impairment at each reporting date. Financial assets are impaired wherè thprp. is objective
ew"Oence that, as a resutt of one or more events that occurred after the initial recognition of the financial asset.
the estimatpd future cash fl￿*S have been affected.
If an asset Is impaire(l. the Impainréent loss is the dffierenc*.a betw@Èn the earying amount and the present
value of the estimated eash flows dis(y)unted at the 83xYs original effedive iiilete5t rate. Tne Impaiment loss
is rccognised in net income1(ex￿17dl1Ure) for Ihe year.
If there is a deuèaqe in the impairment loss arising from on event CC¢UFring téfleF tlie ltnpai￿nent was
rècognised, thc impairment is reversed. The Ivver5al is such that the ujrrenl Ca￿yIng amourrt does not
eX￿e{j what the carying amoum would have b￿n. had the impaimient not previousty been recognised. The
impainnent reversal is recogniwl in n@t incomel{expondiiure) for the year.

THE JACK LANE CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Accounllng pollcles
(Conllnued)
DeTrcognlUon offfnancial assets
Financial assets are derecognised onty when the contractual rights to the cash flows from the asset expire or
are settled, or when the charty transfe[5 the financial asset and substants'ally all the risks and rewards of
ownership to another entsty, or rf some significant risks and rewards of ownership are retsined but ￿ntrol of
the asset has transferred to another paty that is able to sell the assel in its entirety to an unrelated third paty.
Basic finaneial liabilities
Basic financial liabilittes, induding creditors and bank loans are initially recognised at transaction price unless
the arrangement constitutes a finanung trarL4Adion. where thè debt instrum9nt is measured at the pre3ent
value of the fvturè paYm￿t$ discounted at o market rate of interest. Finanual li(Ibililie5 dassified as payable
within one year ate Iiot <imotlised.
DÈht instrumÈnls are Subsequ￿ cwried al amortised cos( using the effedive inlerest rate wnethod.
Trade credrtors are obligats.ons to pay for goods or services that have been acquired in the ordinary course of
operattons frnm suppliÈr5. Amounts payable are dassffied as current liabilities rf payment is due wilhin one
year or less. If not. they are presented as rior￿u[lent liabilmles. Trade credrtors are recoqnised inrtially at
transacllon and subsequenty measured at amorti5ed cost using the effecbve interest method.
Derecognibon of flnancial liabililies
Financial liabilth.es are dereeogn￿d when the d￿rI￿S contractual obligalions expire or are discharged or
Cancelled.
1.7 Taxatlon
The charity is exempt from (xjrporation on income and gains falling within Section 505 of the Taxes Act
1988 or section 256 of the Taxation of Chargeable GaFns Act 1992 to the extent that these are applied to the
charitable objects.
1.8 Employee benefts
The costs of short-tenn employee benefrts are recognised as a liabilty arml an expense. unless those costs
are required to be recognised as part of cost of stock or fixed assets.
The cost of any unused holKlay entittement is Tecognised in the period in which the employee's ServI￿S are
received.
Tennination beneffts are recognised immediatety as an expense when the charity is demonstrably committed
to terminate the employment of an employee or to provide termination benefitb.
Crlile21 aeeounffjng •stlmates and judgements
In the application of the charitys accounting policies. the trustees are required to make judgements. estimates
and assumptions aboul iFie carrying amount of assets and Iiabiljbes that are not readily apparent from other
sources. The estimates and associated assumptions arp. based on historical exporionce and other faotors that
are u)nsidered to be relevant. Actual results may drfter from these estimates.
Tre est"males and Underf￿"ng assumptions are rÈvipwed on an ongoing basis. Revisions to accounting
estimates are recognised in the period in whith the estimate is revised wheie revision affects only Ihat
period, or in the period of the IEvi5ion and future penods where the reV￿On affects both current and future
perlods.

THE JACK LANE CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Investments
Unrestrlcted Unrestrlcted
funds
funds
2024
2023
Inwme from UK investrnents
lThx)me from overseas investrnents
Inlerest recelvatsle
40.748
7,549
1.078
42.097
4,870
49.375
Raising funds
UnrestrlGted UnrestriGted
funds
funds
2024
2023
Investment mana
ement
11,481
11,347
11,481
11,347
10-

THE JACK LANE CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Charftable actlvltles
2024
2023
Staff costs
Costs of truslee meetings
Printing, postage and stationery
Administrative fees
Independent Examinerfs remuneration
Indemnty insurance
Sundry expenses
2,505
783
1,751
2,460
907
956
770
8,756
6,935
Grant lundinq of actsvibes (see note 6)
48,140
51,150
56,8
58,085
Governance costs totalling £3,090 (2023: £2.460) are included within expendrture on chantable activities. This
includes £1.670 (2023: £1,518) payable to the Independent Examiner for Independent Examination and
£1.420 (2023.. £942) payable to the Independent Examiner for other accountancy services provided.
Grants payable
2024
2023
Grants to insttutions (48 grants)."
Gra￿ Kelly Childhood Cancer Trust
Mothers for Mothers
Parkinson's Care and Support UK
Scrubdrtch Care Fami
S￿[It Medi
Swindon Dance
The Harbour Project
Wings frir wa￿10T5
Gympanzees
James Hopkins Trust
Julian House
Sailabilty
Sight SupFK>rt West of Enoland
southmead Project
Uplands School
Wiltshire vearch & Rescue
13ther
1,600
2.000
1,500
2,0
1,500
2.000
2,0
1,500
2,000
2.000
2,￿0
1.400
1,500
2.000
2,000
36,250
48,140
51.150
11

THE JACK LANE CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
No trustee5, noi arry pet50ns c￿ne￿ed wrth them. have received any remuneration from the charity during
Ihe year.
The aggregate amount of expenses reimbursed to Twstees during the year was £Nil (2023: £Nil).
Employees
The average mnthty number of employees during the year was:
2024
Numbèr
2023
Number
Total
Employment costs
2024
2023
Wages and salarTes
1,751
There were no employees vthose annual remuneration was more than £60,OIXJ.
Net galnsl{loss¢s) on Investments
Unrestricted Unrtstrtcted
funds
funds
2024
2023
Revaluation of investments
Gainl(loss) on sale of investments
155,004
(4.041)
(58,095)
{46.253)
150.963
10 Taxation
The charty is exempt from tax on income and gains falling within sactson 505 of the Taxes Act 1988 ot seGIiDn
252 of the Taxation of Chargeable Gains Aet 1992 to the exlent that these are apwied to rts tharitable objects.
11 Indemnrty Insurane•
The chanty paid an Insuran￿ premium of £890 (2023: £90n iv ￿dernnrfY truSt￿S against claims arising from
any negligent ad, ettor ur omission In go￿ farth.
12-

THE JACK LANE CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (coKfiNUED)
FOR THE YEAR ENDED 5 APRIL 2024
12 Flx¢d asset Investsnents
UK
Overneas
Total
Cost or valuatlon
At 6 April 2023
Addibons
Valuation changes
Disposals
1.653,878
344,558
(15,454)
(364.508)
917,107
81.193
170.458
{40,545)
2.570,985
425,751
155.004
{405,053)
At 5 April 2024
1,618,474
1,128,213
2.746,687
Carrying amount
At 05 April 2024
1,618.474
1.128.213
2 746.687
At 05 April 2023
1.653,878
917,107
2,570,985
13 Finan¢ial Inslruments
2024
2023
Carrying amount of flnanclal assets
Equjty instruments measured at valuation
2.746.687
2.570,985
14 Creditors: amounts falllng due wlthin one year
2024
2023
Accruals and deferred in￿rne
2.970
2,7LKI
15 Related party transacllons
There were no disclosable related party transarjions during the year (202& none).
13-