REGISTEREO COMPANY NUMBER.. 06660648 IEn8land and Wales)
REGISTERED CHARITY NUMBER.. 1125937
REPORT OF THE TRUSTEES AND
UNAUDITED FINANCIALSTATEMENTS
FOR THE YEAR ENDEO 31 DECEMBER 2024
FOR
THE HELEN JEAN COPE CHARrrY
Ouncan & Toplis Limlted
3 Princes Court
Royal Way
Loughborough
Leicestershire
LEII SXR

THE HELENJEAN COPE CHARITY
CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024
Page
Report of the Trustees
Independent EJEaminer's Report
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
8 to 17

THE HELEN JEAN COPE CHARITY {REGISTERED NUMBER: 066606481
REPORTOF THE TRUSTEES
FOR THEYEAR ÉNDED 31 DECEMBER 2024
The trustees who are also directors of the charity for the purposes of the Companie5 Act 2006, present their report with the
finat)ci315tatemeDts of the charity for the year ended 31 December 2024. The trustees have adopted the provisions of Accounting
and Reporting by Charities.. Statement of Recommended Practice applicable to charitie5 preparing their accounts in accordance
with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 (effective I january 20191.
OBJECTIVES AND ACTivrriES
Objertlves and alms
The objects of the charity are to distrlbute the charity's assets to local charltable causes which mL*St be registered charitle5.
Public benefit
The trustees have paid due regarLI to guidance issued by the Charity Commission in deciding what activitie5 the charity should
undertake.
The objectives and Éverything the charity does is for the public benefit.
GrantmakSng
The grant policy is to:_
give donations to registered charitie5 only.
not to Eive to individuals.
not to make any permanent on-going commitment to any one charitv.
to consider repeat 3pplications on thelr merit and in the light of the financial position at that time.
consider applications from non-local charities on their merit.
ACHIEVEMENT AND PERFORMANCE
Charitable artivitie5
The charity ha5 distributed 4312023.. 4218rants to charitie5 during the period.
FINANCIAL REVIEW
Financial positlon
The total expenditure during the period was £112,76312022: £119,385).
The charity ha5 total funds carried fonmard of £6,677.29912022.. £6,547,470) which will be used to continue meeting the charity's
objectives.
Investment policy and objectives
The Constitution authorise the trustees to makè and hold investments using the a55ets of the charity. The trustees have entered
into a discretionary management agreement of the investment portfolio with Charles Stanley and Company Ltd. During the period
the trustee5 asked the brokers to take into account any Social, environment31 or ethical considerations when managing the
portfolio.
The overall value of the charity'slssted and unlisted investments increased by £89.836 during the year. Gross dSvidends received in
the period amounted to £83,72112022-. £72,2181.The trtsstees have tonsidered the risk of the pandemic on the investments a5
noted in thi5 report.
Reserves polity
The Charity'5 unrestrlcted fund5 are mainly investèd in stocks and share5. The Charity does not solicit donations or receive any
grants, nor does it provide continued funding to any organisations. The Itkelihood of a shortfall arising meaninÉ that a reserve 15
necessary is considered so low that the Trustees believe that the Charity's reserves can be Set at a level to simply cover the
contractLJal expenses of the Charity relating to its continued operations which are as follows-.
al Lease of the ofFice premises Imaximum commitment of three years)
bl Public Liability and office Insurance
cl Salary of part time Administrator
dl Fees payable to professional adviser5
el General administration costs
fl Such other expenditure as the Trustees may from time to time consider necessary for the operatlon of the Charlty
The Trustees have resolved that a sum sufficlent to cover three years expenses shall at all time5 be reserved from the assets of the
Charity or until such time as the Charity shall come to an end.
Page I

THE HELEN JEAN COPE CHARITY IREGISTERED NUMBER: 066606481
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 DECEMBER 2024
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The Helen lean Cope Charity is a charitable company limited by guar3ritee and registered in England and Wales Number.. 06660648.
Charity con$titutlon
The charitable company was incorporated on 30 July 2008 and registered under the number 1125937 with the Charity Comrnission.
The company took over the asset5 and operations of the charity 'The Helen lean Cope Trust" whlch was removed as a charity. The
trustees of the charity were the same as the trustees of The Helen Jean Cope Trust. These were originally two of the executors
named irs the wlll of Mlss Helen Jean Cope plu5 three additional trustees that were appointed in accordance with the discretlom
conferred by the will to the execLJtors. Appointmènt of any further trust&e5 is now at the discretion of existing trustees and in
accordance with the Memorandum and Artlcles of A550ciation.
None of the trustee5 has any beneficial interest in the company. All of the trustees are members of the company and guarantee to
contribute £1 in the event of wirlding up.
Organlsational structure
The charity is rLtn by six trustees who meet on a regular basis and consider applications for grants. ApplicatI0115 for grants are
received from registered charities ifl the United Kingdom who hear about the charity by way of articles in local newspapers and also
National Charities Register. Information regarding the charity is also held in local librarles.
The tenanted land and bu51din85 are administered by the managing agents, E A Lène and Sons.
Risk management
The trustees have a55essed the major risk5 to which the charity is exposed, are are s3t15fied that the svstems are in place to
mitigate exposure to the major risks.
REFERENCE AND AOMINISTRATIVE DETAILS
Reglstered Company number
06660648 (England and Wales)
Reglstered CharFty nun7ber
1125937
Reglstored office
I Woodgate
Loughborough
Leice5tershi
LEII 2TY
Trustees
Miss L A 8rydson Retired Solicitor
Mr G S Freckelton Chartered SuNeyor
MT A Roberts Retired Solicitor
Mr J M Carrington Managing Director
Mr A J Benskin Solicttor
Mr M G Freckelton Director
Company Secretary
Mr J M Carrington
Independent Examiner
Niall Kingsley FCA
Duncan & Toplis Limited
3 Princes Court
floyal Wav
Loughborough
Leicestershlre
LEII 5XR
Page 2

THE HELENJEAN COPE CHARITY (REGISTERED NUMBER: 066606481
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 DECEMBER 2024
REFERENCE AND ADMINISTRATIVE DETAILS
Solicitors
Fieldings Porter
Silverwell House
Silverwell Street
Bolton
BLI IPT
Bankers
HSBC Bank plt
PO8ox13
41 Market Place
Loughborough
Leicestershire
LEII 3EJ
Investment advlsors
Charles Stanley and Company Limited
25 Luke Street
London
EC2A 4AR
Land agent5
E A Lane and Sons
100 Regent Road
Leicester
LEI 7DG
This report has been prepared in accordance with the special provisions tsf Part 15 of the Companies Art 2006 relating to small
companies.
The financial statements were approved and authorised for issue by order tsf the board of trustee5 on
and signed on its behalf b¥..
Mr G S Freckelton- Trustee
Page 3

INDEPENOENT EXAMINER'S REPORTTO THE TRUSTEES OF
THE HELEN JEAN COPE CHARITY
Independent examiner's report to the trustees of The Helen Jean Cope Charlty I'the C¢xnpany'l
I report to the charity trustees on my examination of the accounts of the Company for the year ended 310ecember 2024.
Responsibllities and basis of report
the ch31ity'5 tIU5tees of the Company land also its director5 for the purposes of company lawl you are responsible for the
preparation of the accounts in accordance with the requirements of the Companies Act 20061'the 2006 Act'l.
Having satlsfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are
eligible for independent examination. I report in respect Df my examination of your charity's accounts as carried out under Section
145 of the Charities Act 20111'the 2011 Act'l. In carrying out my examination I have followed the Directi(>ns given by the Charitv
Commission under Settlon 145151 Ibl of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination gNing
me cause to believe=
accounting records were not kept in respeEt of the Company as required by Section 386 of the 2006 Att" ur
the account5 do not accord with those records,. or
the accounts do not comply with the 3ccountin6 requirements of Sectlon 396 of the 2006 Act other than any requirement
that the accouftts give a true and fair view which is not a matter Considered as part of an independent examination,. Of
the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended
Practice for accounting and reportinÉ by charitie5 lapplicable to charities preparing ttteir accounts in accordance with the
Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 10211.
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.
Niall King51ey FCA
Duncan & Toplis Limited
3 Princes Court
Royal Way
Loughborough
Leicestershire
LEII 5XR
Date..
i E I'oC/.,,
Page 4

THE HELEN JEAN COPE CHARITY
STATEMENT OF FINANCIAL ACTIVITIES
{INCORPORATING AN INCOME AND EXPENDITUREACCOUNn
FOR THE YEAR ENDED 31 DECEMBER 2024
2024
Ur*restricted
funds
2023
Total
funds
Notes
INCOME AND ENDOWMENTS FROM
Donations and leeacies
200
Investment income
Other income
97,669
103,916
4Q,000
Total
97,869
143,916
EXPENDITURE ON
Raising funds
Investment management costs
14.278
13,863
14,278
13,863
Charitable artivities
Charitable activities
103,299
98,964
Total
117,577
112.827
Net gains Dn investments
971,617
98,676
NETINCOME
951,909
129,765
RECONCILIATION OF FUNDS
Total funds brought forward
6.677,235
6,S47.470
TOTAL FUNDS CARRIED FORWARD
7.629,144
6,677,235
The note5 form part of these financièl statements
Page 5

THE HELENJEAN COPE CHARITY (REGISTERED NUMBER: 066606481
BALANCE SHEET
31 DECEMBER 2024
2024
Unrestricted
funds
2Q23
Total
funds
Notes
FIXED ASSETS
Tangible assets
Investment5
Investments
Investment property
15
285
393
16
17
2,124,276
5.331,050
2.093,731
4,406.050
7,455,611
6.500,174
CURRENT ASSETS
Debtors
Cash at bank
18
6,789
174,551
9,553
175,423
181,340
184,976
CREDITORS
Amounts falling due within one year
19
17,8071
17,9151
NET CURRENT ASSFrs
173,533
177,061
TOTAL ASSEfs LESS CURRENT LIABILITIES
7,629,144
6.677,235
NET ASSETS
7,629,144
6.677,235
FUNDS
Unrestricted funds..
General fund
Fair Value Reserve
21
3.603,094
4,026,050
3,576,185
3.101,050
7,629,144
6,677.235
TOTAL FUNDS
7,629,144
6,S77.235
The charitable company is entitled to exemption from audit tsnder Section 477 of the Companies Act 2006 for the year ended
31 December 2024.
The members have not required the company to obtain an audit of its finantial statements for the year ended 31 December 2024 in
accordance with Section 476 of the Companies Act 2006.
The trustees acknowledge their responsibilities for
en5uran8 that the charitable company keep5 accounting records that comply with SectlOll5 386 and 387 of the Companies
Act 2006 and
preparing financial statement5 which give a true and fair view ol the State of affairs of the charitable company as at the end
of each financial year and of its Surplus or deficit for each financial year in accordance with the requirements of Sections
394 and 395 and which otherwise coniply with the requirements of the Companies Act 2006 rel3ting to financial
statements, so far as applicable to the charitable companv.
Ibl
The notes form part of these financial statements
Page 6
continued...

THE HELEN JEAN COPE CHARITY (REGISTERED NUMBER.. 066606481
BALANCE SHEET- continued
31 DECEMBER 2024
These financial statements have been prepared in accordance with the provisions applicable to charitable companie5 subject to the
small companies reglme.
The financial statements were approved by the Board of Trustees and authorised for issue on
were signed on its behalf by..
and
Mr G S Freckelton Trustee
The notes fom part of these fvnancial statements
Page 7

THE HELEN JEAN COPE CHARITY
NOTE5 TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024
GENERAL INFORMATION
The Helen Jean Cope Charity is a private Charitable Company Lim*ted by Guarantee registered in England and Wales. The
charity's registered number 15 1125937 and the Company re@istration number is 06660648. The registered office and
principal address of the charity is I Woodgate, Loughborough, Leicestershire, LEII 2TY.
The financial statements are presented In sterling which is the functional currency of the charity and rounded to the
nearest £.
The significant accountlng policies applied in the preparation of these financial statements are set out below. These policie5
have been consistently applied to all years presented unless otherwise stated.
The financial statements cover the individual entitv.
The entity con5titutEs a public benefit entity as defined by FRS 102.
There are no material concerns relating to going concern.
ACCOUNTING POLICIES
Basis of preparlng the finarhcial ststements
The financial statements of the charitable company. which is a public benetit entity under FRS 102. have beeré prepared in
co)rdance with the Charities SORP IFRS 1021 'Accounting and Reporting by Charities.. Statement of Recommended
Ptactice applit3ble to charities prepèrins their account5 in accordance with the Finènrial Reporting Standard applicable in
the UK and Republic of Ireland IFR5 1021 leffective l Janijary 20191,, Financial Reporting Standard 102 'The Financial
Reporting Standard applicable in the UK and Republic of Ireland. and the Companies Act 2006. The financial 5tatement5
have been prepared under the historical cost convention. with the exception of investments which are included at market
value, as modified by the revaluation of certain assets.
Frnancial reporting standard 102- reduced dlx105ure exemption5
The charitable company has taken advantage of the following disclosure exemption in preparing these financial
statements, as permitted by FRS 102'The Financi31 Reporting Standard applicable in the UK and Rèpublic of Ireland,:
the requirements of Section 7 Statement of Cash Flows.
Income
All income is recognised in the Statement of Financial Act*vitie5 once the charity has entitlèrnent to the fund5, It is probable
that the income will be received and the amount can be measured reliablv.
To ensure compliance with the accrua15 concept it may be necessary to defer income into the following period.
Expenditure
Liabilities are re¢o8nlsed a5 expenditure a5 soon as there is a le8al or constructive obligation committing the charity to that
expenditu￿. it is probable that a transfer of economic benefits will be required in settlement and the amount of the
obligation can be measured reliably. Expenditure is accounted for on an 3¢cruals ba515 and has been classified under
headings that aggregate all cost related to the category. Where costs cannot be directly èttributed to partiCLJlar headings
they have been allocated to activitie5 on a basis con51Stent with the use of resources.
Grant5 offered subject tg conditions which have not been met at the year end date are noted as a comrnitment but not
accrued as expenditure.
Tanglble fixed assets
Tan8ible fixed assets are stated at cost less accumulated depreclation ènd accumulated impairment losse5. Cost includes
Costs directly attributable to making the asset capable of operating as intended.
Depreclation is provided on all tangible fixed assets, at rates calculated to write off the cost, les5 estimated residual value,
of each asset on a systematic basis over its expetted useful Ilfe 35 follows..
Fixtures and fittings
15% on c05t
Investment property
Investment property is 5Fiown at the most recent valuation.
Page 8
continued...

THE HELEN JEAN COPE CHARITY
NOTES TO THE FINANCIAL STAT£MENTS- continued
FOR THE YEAR ENDED 31 DECEMBER 2024
ACCOUNTING POLICIES- contlnued
Tamation
The charity is exempt from corporation tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable obje¢tlves at the dSs¢retlon of the trustees.
Restricted funds Can only be used for particular restricted purptsse5 Wlthin the objects of the charity. Restrictions arise
when specified by the donor or when funds are raised for particular restricted purptsses.
Foreign currencies
Assets and liabilities in foreign curr&ncie5 are translated into sterling at the rates of exchange ruling at the balance sheet
date. Transattions in foreign currencies are translated into sterling at the rate of exchange rulinÈ at the date of
tran5a¢tion. Exchange differences are taken into account in arriving at the Dperating result.
Penslon costs and other post-retirement beneflts
The charitable ¢QlTipany operates a defined contribution pension scheme. Contributions payable to the charitable
company's pension scheme are charged to the Statement of Flnancial Activities in the period to which they relate.
Investments
Fixed asset investments are measured at fair value if the shares are publicly traded or can otherwise be measured reliably.
The valuation of the tjnlisted share5 is based on the charitable Company'5 percentage shareholding of the net assets of the
unlisted company which it holds shares in per the latest available 3c¢ount5.
Reali5ed and unrealised gèins or 105ses on assets are accounted for in full within the particular fund of which the a55et
form5 a part.
Value Added Tax
The charity is not required to register for VAT. All income and expenses include VAT where applicable.
Debtors and creditors receivable I payable wlthin one year
Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction
price. Any losses artsin8 from impairment are r@cognised in expenditure.
INVESTMENT INCOME
2024
2023
Rents received
Income from listed investments
Income from unlisted investments
Dep0$4t account interest
17,122
74,929
4,998
620
20.195
82.263
1,458
97.669
103,916
OTHER INCOME
2024
2023
Option agreement
Page 9
continued...

THE HELEN JEAN COPE CHARtIY
NOTES TO THE FINANCIAL STATEMENTS- contlnued
FOR THE YEAR ENDED 31 DECEMBER 2024
INVESTMENT MANAGEMENT COSTS
2024
2023
Fund manager costs
14,278
13,863
CHARITASLE ACTIVITIES COSTS
Grant
funding of
activities
Isee note
Direct
Costs (see
note 71
Support
Costs Isee
note 91
81
Totals
Charitable activities
39,657
58,000
5,642
103,299
DIRECT COSTS OF CHARITABL£ AcfiviTJES
2024
2023
Staff costs
Rates and water
Insurance
Light and heat
Telephone
Postage and stationery
Sundrie5
Rent
Repairs
Travel expenses
Legal and professional fee5
Depreciation
10,019
153
2,051
3,343
713
1,614
2,736
9,000
6,456
2,296
1,168
108
9,535
118
1,802
2,330
891
1.288
2.819
9,000
2,110
3,797
128
39,657
34.299
GRANTS PAYABLE
2024
2023
Charitable 3Ctivities
58,OtK)
60,400
The total grants paid to institutions during the yeaf was a5 follows..
2024
2023
Per note 24
58,000
60,400
Grant5 paid to institutions are analysed in detail in note 24. In addition the trustees have approved grants totalling £NIL
12023.. £8,500) which were not paid at 310ecember 2024. Grants are paid to institutions in accordance with the objects as
detailed in the trustees report.
Page 10
continued.

THE HELENJEAN COPE CHARITY
NOTES TO THE FINANCIAL STATEMENTS- contlnued
FOR THE YEAR ENDED 31 DECEMBER 2024
SUPPORT COSTS
Governance
C05t5
Finante
Tota15
ChaFltable activities
90
5,552
5.642
io.
NET INCOMEIIEXPENDITUREI
Net incomellexpendlturtl Is stated after chargin￿(credItIngj'.
2024
2023
Depreciation- owned a55ets
108
128
ii.
INDEPENDENT EXAMINERS, REMUNERATION
2024
2023
Payroll fees
Indppendent Examination and preparation of a¢counts
820
4,732
760
3.420
12.
TRU5TEES' REMUNERATION AND BENEFITS
There were no trustees, Femuneration or other benefits for the year ended 31 December 2024 nor for the year ended
31 December 2023.
Tru5tees' expenses
The reimbursement of tru5tees' expenses was a5 follows:
2024
Number
2023
Number
2024
2023
Travel, subsistence and Èenèral expenses
4,516
4,579
4.516
4.579
13.
STAFF COSTS
2024
2023
Wages and s31arie5
Social seturity costs
Other pension costs
10,050
iiooi
69
9,435
100
10,019
9,535
The average monthly number of employees durlng the year was a5 follow5:
2024
2023
Secretarial
Trustees
No employees recelved emoluments in excess of £60,ODO.
Page 11
continued.

THE HELEN JEAN COPE CHARITY
NOTES TO THE FINANCIAL STATEMENTS- c(>ntinued
FOR THE YEAR ENDED 31 DECEMBER 2024
14.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL AcfiviTIES
Uno5tricted
funds
INCOME AND ENDOWMENTS FROM
Investment Income
Other income
103,916
40,000
Total
143,916
EXPENDEYURE ON
Raislng funds
Investment management costs
13.863
13,863
Charitable activltles
Charitable activitie5
98,964
Total
112.827
Net gain5 on investments
98.676
NETINCOME
129,765
RECONCILIATION OF FUND5
Total funds brought forward
6.547,470
TOTAL FUNDS CARRIED FORWARD
6,677,235
15.
TANGIBLE FIXED A55Ers
Fixtures
and
littings
COST
At I january 2024
Dlsposals
4,564
13,7111
At 31 December 2024
853
DEPRECIATION
At I january 2024
Charge for year
Eliminated on disposal
4,171
108
13,7111
At 31 De￿rnber2024
568
NET BOOK VALUE
At 31 December 2024
285
At 31 December 2023
393
Page 12
continued.

THE HELEN JEAN COPE CHARITY
NOTES TO THE FINANCIAL STATEMENTS- contlnued
FOR THE YEAR ENDED 31 DECEMBER 2024
16.
FIXEO ASSET INVESTMENTS
Listed
investments
Unlisted
investments
Tota15
MARKETVALUE
At l January 2024
Additions
Disposals
Revaluatlons
1,977,402
186,990
1154,4381
12,7941
116,329
2,093,731
186,990
1154,4381
12,0071
787
At 31 December 2024
2,007.160
117,116
2,124,276
NET BOOKVALUE
At 31 December 2024
2,007,160
117,116
2,124,276
At 31 December 2023
1,977,402
116,329
2,093,731
The investment assets are held..
Listed
investments
Unlisted
shares
Totals
Ir> the UK
Outside the UK
1,542,890
464,270
117,116
1,660.OQ6
464,270
2,007.160
117.116
2,124,276
Historitèl t05t'.
At 31 December 2024
1,797,113
29,988
1,827,101
At 31 December 2023
1,774,434
29.988
1,804.422
Cost or valu3tion at 31 December 2024 is represented by-.
Listed
investments
Unlisted
investment5
Totals
Valuation in 2024
2,007.IGO
117,116
2.124,276
17.
INVESTMENT PROPERTY
FAIR VALUE
At l January 2024
Revaluation
4,406,050
925,000
At 31 December 2024
5,331.050
NET BOOK VALUE
At 31 December 2024
5,331,050
At 31 December 2023
4,406,050
The valuation of the investment property is b85ed on the valuatlon by E A Lane & Sons at 310ecember 2021, a professional
Chartered SuNeyor with experience in the location and class of the property.
Page 13
continued...

rH£ HELEN JEAN COPE CHARIT
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR THE YEAR ENDED 31 OECEMBER 2024
17.
INVESTMENT PROPERTY- continued
The trustees have considered this valuation and to the best of their knowledge believe thi5 valuation remains appropriate,
except for13nd off Snells Nook Lane that has now recieved planning permission, for whith the triJ5tees have assessed the
valuation to have increased by £925,000.
The formal vèluation in 2021 gave rise to a SiEniflcant increase in the overall value of the investment property.
The investment property consists of land held by the Charity. The significant Increase in this value is dije to an area of land
held. which was not previously consldered to hold development potent131, now falling within a local development area, and
an option being agreed over this land in 2021.
Fair value at 31 December 2024 is represented by:
Valuation in 2n21
Valuation in 2024
4,406.050
925.000
5,331,050
18.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2024
2023
Other debtors
Prepayments and accrued income
232
6,557
9,553
6.789
9,5S3
19.
CREDITORS: AMOUNTS FALLING DUE wrrHIN ONE YEAR
2024
2023
Trade creditors
Other Creditors
Accruals
69
162
7,576
1,005
6,910
7.807
7,915
20.
LEA51NG AGREEMENTS
Minimum lease payments under non-cancellable operating lease5 Fall due as follows..
2024
2023
Within one year
etween one and five years
In more than five years
9,000
36,000
33,750
36,000
24,750
69,750
78,750
Page 14
continued...

THE HELEN JEAN COPE CHARITY
NOTES TO THE FINANCIAL STATEMENT5- continued
FOR THE YEAR ENDÉD 310ECEMBER 2024
21.
MOVEMENT IN FUNDS
Net
movement
in funds
At
31.12.24
At 1.1.24
Unrestricted funds
General fund
Fair Value Reserve
3,576,18S
3,101,050
26,909
925,000
3,603,094
4,026,050
6,677,235
951,909
7,629,144
TOTAL FUNDS
6,677,235
951,909
7,629,144
Net movemènt in funds, included in the above are as follows..
Incoming
resources
Resources
expended
Gains and
losses
Movement
In funds
Unrestricted funds
General fund
Fair Value ReseNe
97.869
1117,5771
46,617
925,000
26,909
925,0(10
97,869
1117,5771
971,617
951,909
TOTAL FUNDS
97,869
1117.5771
971,617
951.909
Comparatives for movement In funds
Net
movement
in fund5
At
31.12.23
At 1.1.23
Unrestricted funds
General fund
Fair ValuÈ Reserve
3.446.420
3.101,050
129,7S5
3,576,185
3,101.050
6.547,470
129,765
6,677.235
TOTAL FUNDS
6,547,470
129,765
6,677,235
Comparative net movement In fund5. included in the above are as fo51ows.'
Incorning
resource5
Resource5
expended
Gains and
losses
Movement
in fund5
Unrestri¢ted funds
General fund
143.916
1112,8271
98,676
129,765
TOTAL FUNDS
143,916
1112,8271
98,676
129,765
Page 15
continued.

THE HELEN JEAN COPE CHARITY
NOTES TO THE FINANCIAL STATEMENTS- continuèd
FOR THE YEAR ENDED 31 DECEM8ER 2024
22.
RELATED PARTY DISCLOSURES
During the year £9.000 12023- £9,0001 was paid by the charity to rent their offices, which are part owned by Mr G
Freckelton, a trustee of the charity.
Included within debtors 15 £NIL12023.. £2,250) in respect of rent prepaid in respect of the above.
23.
FINANCIAL INSTRUMENTS
The carrying amount of the charity's financial instruments are as follows:
2024
2023
Financial a55ets at fair value through in¢ome and expènditure
Listed invegtments
Unlisted investment5
2.007,160
117,116
1.977,402
116,329
The incomes, expenses, net gains and net losses attributable to the charity's financial instruments are summarised as
follows:
2024
2023
Net gains and losses (including changes in fair valuel
Fin8n¢ial asset5 measured at fair value through net incoFne/expenditiJr
30.545
89,836
The tot81 dividend income from financial assets that are measured at fair value through the income statement was £79,927
12023 - £83,721).
Page 16
continued...

THE HELEN JEAN COPE CHAR17Y
NOTES TO THE FINANCIAL STATEMENTS- contlnued
FOR THE YEAR ENDED 31 DECEMBER 2024
24.
GRANTS TO INSTITUTIONS
Registration No.
Name of Charity
Amount
513745
1084189
206227
1060827
510785
1057941
1077424
112S402
1150132
521730
1010943
Ashby-de-la.Zouch Museum
Blesma
Blind Veterans UK
Charnwood Christmas Toy Appeal
Derby Kid's Camp
Dove Cottage Day Hospice
Emmanuel House- Nottingham Winter Shelter
Exaireo
Frozen LiBht
Girl Guiding 1st Hin¢kley St Mary's
Happy Days
Holy Trinity Church Norrnanton Le Heath
Lennox Childrens Cancer Fund
Living Painting
Menphys
Nottinghamshire Club for Young People
Nottinghamshire Histor1¢ Churches Trust
Places 2 Be
Reart
Royal Voluntary Service
Shep5hed Cricket Club
Shepshed Glenmore Centre - Christm35 Lunch
Sinfonia Viva
Snap Youth
5t John the Evangelist Donisthorpe
St Mary Magdalene Church
St Michael and All Angel Church Croft
UBS
Tall Ships Youth Trust
Teenage Cancer Trust
The ARC Community Hub
The Lullaby Trust
Together for Short Lives
Voluntary Action South Leicestershire
Wainman Trust
Whizz-Kidz
Wollaton Park Community As50ciatTon
Young Lives vs Cancer
Young Leicestershire
I,ooo
1.000
I,soo
3.000
1,000
2,000
I,ooo
2,000
1,000
1,000
1,000
I,OOD
1,000
500
1,500
1,500
1,000
1,000
1,000
1.000
3.000
750
1,000
1,000
1,000
1,000
1,000
1.000
1011325
1049103
270700
1087410
1171623
1040756
802440
1015988
1039294
291046
1136223
1128980
567460
1062559
1157806
262191
1144022
1141274
1152488
802872
1168667
1107328
1151453
1.000
4,000
750
1,000
1,000
1,000
2,0
1,000
1,000
1,000
49,500
Page 17