2025-03-31-accounts - Browne Jacobson Charitable Trust

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BROWNE JACOBSON CHARITABLE TRUST

Charity Number: 1106093

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED

31 MARCH 2025

Browne Jacobson LLP

Mowbray House Castle Meadow Road Nottingham NG2 1BJ

Tel: 0115 976 6000

Reference: WCOL01/BKOT01

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BROWNE JACOBSON CHARITABLE TRUST

INDEX

	Page
Trust Information	1
Trustees' Report	2 and 3
Statement of Financial Activities	4
Balance Sheet	5
Notes to the Accounts	6

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BROWNE JACOBSON CHARITABLE TRUST

TRUST INFORMATION

Charity Registration Number: 1106093 Trustees: Richard Medd Angela Williams Kevin Lawson Victoria Colclough Andy Merckel Kelly Buckley Deveshi Patel Bankers: The Royal Bank of Scotland London Corporate Banking Centre P O Box 39952 21/2 Devonshire Square London EC2M 4XJ Solicitors and Principal Address: Browne Jacobson LLP Mowbray House Castle Meadow Road Nottingham NG2 1BJ

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BROWNE JACOBSON CHARITABLE TRUST

TRUSTEES' REPORT

31 MARCH 2025

Reference and Administrative Information

The Charity's reference and administrative information is shown on page 1.

Structure, Governance and Management

The Charity was formed by a Trust Deed dated 17 September 2004. All matters of policy and management are determined by the Trustees.

The Trustees are appointed by Deed by the holder of the prescribed consent or, if there is no such person, by the Trustees (acting by majority).

Objectives and activities

The objects of the Trust are to apply its income for such charitable purposes as the Trustees in their absolute discretion see fit.

In planning the activities and grants for the year, the Trustees have kept in mind the Charity Commission's guidance on public benefit.

The Charity carried out it's objects by making grants for the public benefit to appropriate charities and individuals in accordance with the Charity's objects.

Grant Making Policy

The policy of the Trustees in making grants is to apply the bulk of its income towards the primary purpose in accordance with the objects of the Charity. The Trustees consider that the best way of fulfilling this object is to make grants to other charities or charitable objects.

The Trustees consider appeals from all eligible charities including those to whom grants have been made in previous years. Each application is considered independently on its merits, taking into account the benefit to the public, whether the grant would further the objects of the charity and the amount of grant required. Grants are only made to charities registered with the Charity Commission who can demonstrate that the grant will be used to further its objects and provide a benefit to the general public. Any benefit to the charity or its officers is incidental.

Financial review, achievements and performance

The Trustees present the financial statements for the year ended 30 April 2025, which show income of £63,632.10 The management expenditure for the year was £3,960.00. The Trustees made charitable grants in the year totalling £60,799.52 and there was a surplus brought forward from 2024 of £1,205.42, leaving a surplus of £78 to be carried forward. The details of the charitable grants are shown on page 6.

Financial Reserves Policy

The Trustees aim to distribute all the surplus income arising in pursuance of the Charity's objects. The Trustees have power to apply the whole or any part of the capital of the Trust Fund in furthering it's objects. The Charity does not have any employees.

Investment Policy

The Trustees do not hold any investments. The Trustees investment powers are conferred by the Trustee Act 2000.

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BROWNE JACOBSON CHARITABLE TRUST

TRUSTEES' REPORT

31 MARCH 2025

Statement of Trustees' Responsibilities

Charity law requires the Trustees to prepare financial statements for each financial year which give a true and fair

select suitable accounting policies and then apply them consistently;
make judgements and estimates that are reasonable and prudent;
state whether applicable accounting standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements;
act in accordance with rules of the Trust Deed;
prepare the financial statements on a going concern basis unless it is inappropriate to presume that the Charity will continue to operate.

The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the Financial Statements comply with the Charities Act 1993.

The Trustees are also responsible for safeguarding the assets of the Charity and for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Trustees Remuneration

The Trustees received no remuneration in the year (2025: £Nil).

Connected Parties

There are no connected charities.

Approved on behalf of the Trustees:

R Medd

Date:

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BROWNE JACOBSON CHARITABLE TRUST

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE PERIOD ENDED 31 MARCH 2025

Note Incoming Resources Gifts and donations received from fundraising activities Gifts and donations received from Browne Jacobson LLP Gifts in kind and donated services received from Browne Jacobson LLP - Book-keeping, Accountancy and other administration costs Total Incoming Resources Resources Expended Direct charitable expenditure 2 Payments to office charities 2 Management and administration of charity: Bank charges Book-keeping, Accountancy and other administration costs Total Resources Expended Net Incoming Resources and Movement of Funds Funds Brought Forward Funds Carried Forward	Unrestricted Funds 2025 £ 12,702.60 46,969.50 59,672.10 3,960.00 63,632.10 36,805.00 23,994.52 - 3,960.00 64,759.52 (1,127.42) 1,205.42 78.00	Unrestricted Funds 2024 £ 22,801.74 26,313.92
		49,115.66 3,960.00
		53,075.66
		31,192.04 21,800.37 - 3,960.00
		56,952.41
		(3,876.75) 5,082.17
		1,205.42

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BROWNE JACOBSON CHARITABLE TRUST

BALANCE SHEET AS AT 31 MARCH 2025

Current Assets Cash at bank Income tax repayable NET ASSETS Represented by: Funds Unrestricted Funds Approved by the following Trustees on: ………………………………………	2025 £ 78.00 - 78.00 78.00 78.00	2024 £ 1,205.42 -
		1,205.42
		1,205.42
		1,205.42

……………………………………… Richard Medd

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BROWNE JACOBSON CHARITABLE TRUST

NOTES TO THE ACCOUNTS

31 MARCH 2025

1. Accounting policies

(a) General

These accounts have been prepared under the historic cost convention and in accordance with applicable accounting standards, the Statement of Recommended Practice (revised 2005) - 'Accounting and Reporting by Charities'.

(b) Incoming resources

All income is accounted for on a receivable basis. Donations and grants are brought to the credit of the Statement of Financial Activities as they become due.

(c)

Grants payable

Grants payable are only recognised in the accounts when a commitment has been made and there are no conditions to be met relating to the grant which remain in the control of the charity.

(d) Support costs

Support costs include central functions and have been allocated to direct charitable activities which is consistent with the use of resources.

2. Direct charitable expenditure

The Trustees report that during the year they made the following grants:

Office charities Inspire & Achieve First Class Foundation Lifeshare Reach Out 2 Kids (ROK) St Petrock's Show Racism the Red Card One off grants Birmingham LGBT Child Brain Injury Unit Food Justice Network Headway Nottingham National Literacy Trust Our Dementia Choir Velindre Cystic Fibrosis Care Dementia Disco Ignite Futures Inside Out Wellbeing Nottinghamshire Hospice Bike Project Children's Bereavement Centre Daisy Garland Give a Duck Foundation Jay's Aim - Helping Young Heart Nottinghamshire Search and Rescue Team Reuben's Retreat Venture Arts carried forward	2025 £ 8,983.50 3,870.35 5,150.01 2,859.74 3,130.92 - 1,500.00 2,000.00 1,200.00 2,000.00 1,500.00 1,600.00 2,000.00 2,690.00 2,000.00 3,000.00 2,470.00 2,000.00 1,000.00 2,000.00 1,325.00 600.00 3,000.00 1,920.00 1,000.00 2,000.00 60,799.52	2024 £ 9,997.40 2,715.17 5,576.69 1,161.13 1,441.78 908.20
		21,800.37

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BROWNE JACOBSON CHARITABLE TRUST

NOTES TO THE ACCOUNTS

31 MARCH 2025

brought forward Read Easy Nottingham Bulwell Forest Garden 4Louis Woman's Trust Pasic CaninePartners Manningford Alice Cross Dementia Disco First Class Ferringo Star Scheme The Daisy Lawcare Ltd Nottingham Nottingham The Wellspring	2025 £ 60,799.52 60,799.52	2024 £ 21,800.37 2,000.00 800.00 1,500.00 2,000.00 2,100.00 3,000.00 700.00 2,352.00 1,276.00 2,910.00 1,000.00 1,242.02 2,670.00 1,242.02 1,500.00 £2,500 £2,400
		52,992.41

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BROWNE JACOBSON CHARITABLE TRUST

NOTES TO THE ACCOUNTS

31 MARCH 2025

3. Funds held

The £78.10 held in the Browne Jacobson Charitable Trust account is to be allocated as follows:

Office charities of the year Available for grants	78.10 - 78.10	1,205.42 -
		1,205.42

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