## **Trustees’ Annual Report for the period** **From 06 April 2024 To 17 April 2025** **Charity name: The Bradbury Charitable Trust Charity registration number: 1098592** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To hold the capital and income of the Trust
Fund upon trust to apply the income and all
or such part or parts of the capital, at such
time or times and in such manner to, or for
the benefit of, such exclusively charitable
objects and purposes in any part of the
world as the Trustees may in their absolute
discretion think fit.| |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.|Para 1.17 and
1.19|In furtherance of the charity’s objects for the
public benefit the trustees provide grants.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|In determining the charity’s activities, the
trustees have had regard to the Charity
Commission’s guidance on public benefit.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|N/A| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|N/A| |Other||N/A| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |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|During the year under review the charity
made 8 grant payments to the following
charities totalling £41,094

Dogs Trust

Macmillan Cancer Support

The
Royal
National
Lifeboat
Institution

Guide Dogs for the Blind| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|N/A| |Performance of fundraising
activities against objectives
set|Para 1.41|N/A| |---|---|---| |Investment performance
against objectives|Para 1.41|N/A| |Other||N/A| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|In addition to the free reserves the charity
has bank balances of £5,116 (2024: £660)
and investments valued at £583,067 within
the expendable endowment fund which can
be released to support the activities of the
charity.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Trustees pursue a policy of maintaining
a free reserve available to be spent in the
furtherance of the charity’s objectives as
well as covering future needs, opportunities,
contingencies and risks.| |Amount of reserves held|Para 1.22|At the end of the reporting period the charity
had free reserves of £10,187 (2024:
£10,089).| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|No funds in deficit| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A| ## **Additional information (optional)** |**Additional information (optional)**|**Additional information (optional)**|**Additional information (optional)**| |---|---|---| |Youmay choosetoincludefurtherstatementswhererelevantabout:||| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|N/A| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|N/A| |A description of the principal
risks facing the charity|Para 1.46|N/A| |Other||Expendable endowment funds are those
which are required to be invested to produce
income, but which may be transferred to
unrestricted funds at the discretion of the
trustees in order that they may be expended
in furtherance of the charity’s objectives.
Unrestricted income funds are available for
use at the discretion of the trustees in
furtherance of the general objectives of the
charity and which have not been designated
for other purposes.| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document|Para 1.25|Trust deed dated 17th April 2003| |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|A new trustee or new trustees may be
appointed at any time by the Settlors during
their lifetime.
Or trustees are appointed by the existing
trustee from time to time.| ## **Additional information (optional)** |**Additional information (optional)**|**Additional information (optional)**|**Additional information (optional)**| |---|---|---| |Youmay choosetoincludefurtherstatementswhererelevantabout:||| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|N/A| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|N/A| |Relationship with any related
parties|Para 1.51|No trustee received any remuneration or
was reimbursed any expenses in the year
under review.
During the year under review, the Corporate
Trustee
Ludlow
Trust
Company
(Southampton) Limited (formerly HSBC
Trust Company (UK) Limited), was paid
£3,483 for trust administration fees and was
a wholly subsidiary of HSBC Holdings plc.
The investment manager, HSBC Bank plc,
which is also a wholly owned subsidiary of
HSBC Holdings plc, was paid £5,462 for
investment management fees. These fees
are authorised under clause 33 of the trust
deed.| |Other||N/A| ## **Reference and Administrative details** |Charity name|The Bradbury Charitable Trust| |---|---| |Other name the charity uses|| |Registered charity number|1098592| |Charity’s principal address|Ludlow Trust Co (Southampton) Ltd
Yarmouth House
1300 Parkway
Solent Business Park
Whiteley
PO15 7AX| ## **Names of the charity trustees who manage the charity** |1
2
3|**Trustee name**

Ludlow Trust
Company
(Southampton)
Limited (formerly
HSBC Trust Company
(UK)Limited)

|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---|---|---| |||||||| |||||||| |||||||| ||Corporate trustees–names of the directors at the date the report was approved
**Director name**
Gary St John Collins
Appointed 1 March 2025
Walter Duncan Coxon
Appointed 1 March 2025
Christopher Ian Thurlow
Appointed 1 March 2025
Matthew John Wickers
Appointed 1 March 2025|||||| ||**Director name**|||||| ||Gary St John Collins||Appointed 1 March 2025|||| ||Walter Duncan Coxon||Appointed 1 March 2025|||| ||Christopher Ian Thurlow||Appointed 1 March 2025|||| ||Matthew John Wickers||Appointed 1 March 2025|||| Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |None||| |||| ## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|N/A| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/A| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets|N/A| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**|**Address**| |---|---|---| |**Investment Manager**|HSBC|1 Centenary Square, Birmingham, B1
1HQ| |**Banker**|HSBC|1 Centenary Square, Birmingham, B1
1HQ| |**Accountant**|Charter Tax Consulting
Limited|8th Floor, 1 Southampton St, London
WC2R 0LR| |**Independent Examiner**|James O’Rourke|Blue Spire Limited, Cawley Priory, South
Pallant, Chichester, PO19 1SY| **Name of chief executive or names of senior staff members (Optional information)** N/A ~~—~~ ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details No exemptions used ~~tt~~ **Other optional information** ~~pT~~ N/A ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** ~~eee~~ **Full name(s)** Chris Thurlow **Position (eg Secretary,** On behalf of Ludlow Trust **Chair, etc)** Company (Southampton) Limited (Trustee) ~~**a**~~ **Date** 17 February 2026 ~~|~~ **----- Start of picture text -----**
||||||||| |---|---|---|---|---|---|---|---| |The Bradbury Charitable Trust|1098592| |Receipts and payments accounts|CC16a| |For the period|Period start date|Period end date| |To| |from|06/04/2024|17/04/2025| |Section A Receipts and payments| |Unrestricted|Restricted|Endowment| |Total funds|Last year| |funds|funds|funds| |to the nearest £|to the nearest £|to the nearest £|to the nearest £|to the nearest £| |A1 Receipts| |Income from investments|10,021|-|-|10,021|-| |Interest received|166|-|-|166|-| |-|-|-|-|-| |-|-|-|-|-| |Sub total|(Gross income for| |10,187|-|-|10,187|-| |—————|AR)| |A2 Asset and investment sales,| |(see table).| |Sale of investments|-|-|41,982|41,982|-| |-|-|-|-|-| |Sub total|-|-|41,982|41,982|-| |=|Total receipts|10,187|-|————|41,982|52,169|14,772| |A3 Payments| |Grants awarded|41,094|-|-|41,094|-| |Investment Manager Fees|-|-|5,462|5,462|-| |Trust administration fees|3,483|-|-|3,483|-| |-|-|-|-|-| |Sub total|[ 44,577 ]|-|5,462|50,039|-| |SSS| |A4 Asset and investment| |purchases,|(see table)| |Investment purchases|-|-|(2,424)|(2,424)|-| |-|-|-|-|-| |Sub total|[ - ]|-|(2,424)|(2,424)|-| |—|Total payments|—=——=—|44,577|-|3,038|47,615|40,222| |Net of receipts/(payments)|(34,390)|-|38,944|4,554|(25,450)| |A5 Transfers between funds|34,488|-|(34,488)|-|-| |A6 Cash funds last year end|10,089|- 660|10,749|36,199| |Cash funds this year end|10,187|-|5,116|15,303|10,749| |=_= ==>| **----- End of picture text -----**
CCXX R1 accounts (SS) 16/02/2026 1 **----- Start of picture text -----**
|||||| |---|---|---|---|---| |Section B Statement of assets and liabilities at the end of the period| |Unrestricted|Restricted|Endowment| |Categories|Details|funds|funds|funds| |to nearest £|to nearest £|to nearest £| |B1 Cash funds|Capital account|-|-|5,116| |Income account| |10,187|-|-| |-|-|-| |Total cash funds|10,187|-|5,116| |—===| |(agree balances with receipts and payments| |account(s))|OK|OK|OK| |Unrestricted|Restricted|Endowment| |funds|funds|funds| |Details|to nearest £|to nearest £|to nearest £| |B2 Other monetary assets|-|-|-| |-|-|-| |-|-|-| |-|-|-| |-|-|-| |-|-|-| |===>| |Fund to which|Current value| |Details|asset belongs|Cost (optional)|(optional)| |B3 Investment assets|Investment portfolio|Endowment|-|583,067| |-|-| |-|-| |-|-| |-|-| |=—====| |Fund to which|Current value| |Details|asset belongs|Cost (optional)|(optional)| |B4 Assets retained for the|-|-| |charity’s own use|-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |====| |Fund to which|Amount due|When due| |Details|liability relates|(optional)|(optional)| |B5 Liabilities| |-| |-| |-| |-| |===| |Signed by one or two trustees on|Date of| |behalf of all the trustees|Signature|Print Name|approval| |Chris Thurlow on behalf of Ludlow|17 February 2026| |Trust Company (Southampton) Limited| |(Trustee)| |2|16/02/2026| **----- End of picture text -----**
CCXX R2 accounts (SS) 16/02/2026 ## **Independent Examiner's Report to the Trustees of The Bradbury Charitable Trust** I report to the charity trustees on my examination of the accounts of the charity for the period ended 17[th] April 2025 ## **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 charity’s accounts carried out under section 145 of the Act and in carrying 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 confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2. the accounts do not accord with those records. 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. James O’Rourke FCA Date 17 February 2026 Blue Spire Limited Cawley Priory South Pallant Chichester West Sussex PO19 1SY