Charity registration number.. 1143277
The Alexander and Caroline Simmons Trust
Annual Rep)rt and Financial Ststrments
forth¢ Year End¢d 311)#ember 2024

The Ale￿Dder aDd Caroline SÉmmons Trust
Contents (Continued)
Reftren¢¢ and Administrallve Detsi15
Trustee5' Rcport
2to3
Statement Of Trust¢e$' Responsibilktses
Independent Exhmin&s Report
Ststemenl of Financial Activities
6t07
Balance Sheet
Not¢s to th¢ Financial Slatements
9w18

The Mexrdnder and Caroline Simmons Trust
Reference and AdmiDiStrative Details
Chair
K M Ed8inton
Tru$ttts
MrARBro
Mrs K M Edgin
MrPWKent
Bishop R J Miln¢r
Bishop P Hill
Mr l Greaves
ChArity ReEiitrgtion Number
1143277
Princip*l
Ablw Cotta8¢
A]ver￿n
Nottinghw
NG13 9PB
Indeptndtni Ezimlner
RWB CA Lirnit
Northgate House
North Ga
New Basford
Nottin8ham
NG7 7BQ
P•8e I

The Alexander and Caroline SimmoDS Trust
Trustees, Report
The trustees present the aDDuai reEK)rt together with the fula￿1¥1 stslements of the CIMrity for the yew ended 31
Decernber 2024.
Objectives and aelivitseg
Objects olld
The primary objective of thc charity is the provision of accommodation for retired or disabled clergymen or their
do￿ ond dependents or churcb workers or those impacted by N)Ycrty at the m8na8in8 trustee'5 di5cr¢tion and to
mak¢ grants to Chwches to defray the cost of wair or restoration.
Publlebenefii
The trustees have considered their obligations under the Charitie5 Act 2011 with respect to public benefit. Th¢
¢hur¢hes support¢d r¢mained public places of wotthip and the trustees believe they hve continued to deliver
benefit to the publi¢ as & whol¢.
Th¢ twstees confinn that they have ￿Mplitd with the requirernents of section 17 of the Charities Att 2011 to have
due regard to the public knefit guidaTLce publish¢d by the Charity COM￿15510n for England and Wale5.
Aehiev¢m¢Dts Ind p¢rforni8nfe
Th¢ iAeome of the clwity h&s Increas￿ to £94,47512023.. £80.212). Th¢r¢ bas been a reduction ITh expenditUTE to
£96,738 (2023.. £137,828}. mairJy due io redused repairs in this year. After recognition of the incre&se in Tnarket
value of the charity'5 investmcnts. there is a surplus of £27,846 (2023=£30,1841. Th¢ expectation for 2025 i$ that
returns will r￿nain sttong aod atnounts available for grants ￿ be similar to 2024.
FiD8litiAI review
At 31 D¢c£mber 2024 thyestri¢t¢d reserve5 wEre £567.477 (2023: £539.355). Whilst no ftirnial designations have
been mad¢. £586,248 (2023: £559.935) of UDTestricted rtsetves are held within investtnellts for generating income
and thi5 income is necessary w enable the charity to fi￿ctiOn ￿ its cwreni level. A5 the tru5tc¢s do not know in
advance the level of future grdnt Y4ppli¢aiioDS It is felt that thi5 l5 a Prudent level of reserve5 to hold in order to meet
firture wt requests. To ensure the charity m¢rt its devewnent a1rn5 and objECtives the trustee5 will re-assess
the ￿serveS on an annual b¥is.
Pollcy on ruerv
The trustees have con5id¢rcd the reserves held by the cbarity ￿ 31 DeceD)ber 2024 and believe that they are
appropriate for the cuttent level of operation.
The charity needs res¢rve$ to enable it to develop its long tenn aiD4 wrll a5 enswitig the Continuation of its
current activitie5. In order to m¢et their Tesp)nsibilitie5 and to ensure that the charity continues lo operate ort a going
concern b&si5 the trustees have reviewtyj th¢ Tequirernents and risks fa¢¢d by the charity ITh the short and
mediwn tenn.
Strn£tUTfy governance D￿DageMent
of8tsvernsMg doc4meMI
Applicatioa to the Charity Comnll55ioners granted full Tegistsation on 5 July 2011. The registration
r¢f¢reD¢e nlmiber 1$ 1143277.
Pagc 2

Tbe Alexander and Caroline Simmons Trust
Trust¢es' Report (continued)
Mujor rlsk5 4ndmanaKemeni ofÉhose rtsks
Th¢ trustees have exarnined the principal areas of th¢ charity's ow&ion and considered the Inaior risks faced
each of these areas. In ihe opinion of the trustees the charity has established resources and review sy5tern which,
under nalurnl conditions. should ailoiy these rhsks to b¢ mitigaied to an accepied level in its day to day operatLOll5.
The annual report was approved by the trustees of the Chzrity on 3 Ma￿￿ 2025 and signed on its behalf by..
Mrs K M Edginion
Chair and trustee
Page 3

The Alexander and Caroline Simmon8 Trnst
Statement of Trnstees, RespDDJibilities
The tTUStees are responsible for preparing the ttustees. rerAJrt and the financi￿ $￿ements in accordance with th¢
United Kingdom A¢¢owiting Stsndard5 Iutiitd Kingth)m Generally Accepted Accounting Pra¢tice} and applicable
law and regulatioDS.
The law applicable to charilie5 rwuircs th¢ trustees to prepare financia] 5tstements for each fjnancial year whi¢h
give 8 true at)d fair view of tbe statc of affairs of th¢ CharÈty and of the incomiDg tesour¢es and application of
resouT¢eS of the Charity for that period. In preparing thes¢ financi￿ statemertts. the trustee5 are rwuÈra to:
select Suitable accounting PDli¢ies and then apply them coDsistently'
obsetve th¢ m¢th¢)ds and principle5 in the Charities SORP;
make judgements and estimates that are reawnable and ptht.
stsie whether applicable xcounting standards have been followed. Subject to any material departures disclo￿d
and explained in the financial statejnents. and
prepare the financial statements on the going LX)Dcern basis ullless it 15 inappropriate to pre5Utne that the Charity
will continue in busines5.
The trusi¢¢s are responsible for keepi08 proper a¢ww)ting tt¢ords that disclose with reasonable accuracy at 4ny
time the financial p)sition of th¢ Chariry and enable them ￿ ensu]E that the financial staternents comply with the
Charities Ad 2011. the Charities {A¢¢ounts and ReExTrrts) Regulations 2003, and the provisions of the ronstilutioD.
Th¢ trust¢es ore aiso responsible for safeguarding the &%sels of the Charity and hen¢¢ for tsking re￿Inable steps for
the preventiot) at)d det¢ction of fraud and other irregularities.
Th¢ tnjstees are resrA)n5ible for the mairttenance and integrity of the Cor￿Tate 8nd finartci8i infornation included on
the ¢haritsbl¢ ￿mpanY'S website. Legi51atiOll governing the preparation and dissemination of fujancial statements
differ from l¢gisl*ion in other jurisdictioiis.
Approved by the tnLStees of the Charity on 3 March 2025 8Dd signed on its behalf by:
Mr5KMEdg
Chair aDd trustee
Page 4

The Alexander aDd Caroline Simmons Trust
Independent Examiner's Report to the trustees of The Alexander Ydnd Caroline Simmons
Trust
I report to the trustees on my examination of the accouDts of The Alexander and Catoline Sitllmons Tntst for the
year ended 31 December 2024.
Res￿n51b111theS 4Dd basis of r¢port
As the Charity trusteC5 of The Alexander and Caroline Simmons Ttt￿l you are ruw>nsible ftir the pr¢pAration of the
accounts in accordance with the requirernents of thc Charities A¢t 2011 ('the Act,).
I r¢port in resp¢ct of my eXaMi]￿tion of the The Alexander and Cawline Sit)unons Tn]5t's account5 Earried out
under section 145 of the 2011 Act and kn carrying out my examination I have followed th¢ applicable Directiorts
given by the Charity Commission undcr section 145(5)(bl of the A￿.
Independent euminer's statethent
I have cotnpleied my examination. l eonfirm that ￿ maieTiaJ njaners have come to my attentioD in Cor￿ettI0￿ with
the examination giviD8 me wse to believe that in *]y m￿¢114] respect:
l. a¢¢ountiDg words were ￿t kept in respect of The Alexander and Caroline Simmons Thist &8 requircd by
section 130 of the A¢¢" or
2. the accounts do not accord with those T¢￿d$. OT
3. the accounts do not comply with the accounting requimn¢nts concernin8 the forni artd ¢ont¢nt of a￿O￿nts Set
out in the Charities (A¢¢ounts and Reprts) Regul￿10n5 2008 other than any rcquirement that the accounts
Bive a'lrne and fair view whi¢h is Dot a matter considered as part of an independent examinatitsn.
I have no concerns and have come 8¢ross no other matter5 in conne¢iion with the examination to which 8tteDtion
should b¢ d
thi5 repo
in order to enable a proper understanding of the a¢•)unts to be reachcd.
Neil Coupl
CADC
Northgaie House
North Gate
New B&sford
Nottingham
NG7 7BQ
3 March 2025
Pa8e 5

The Alexander and Caroline Simmons Trust
ststement of Financial Activities for the Year Ended 31 December 2024
Unrestrirted
funds
Endowment
fundg
Total
2024
l¥otr
Income and EodowmeDts from:
Inve$bnent income
94.475
94.475
Tots] income
94.475
94.475
Eipenditure OD:
Charitable a¢tiviti¢s
25.000
(96.738)
Total expenditure
Gain511osses on iDVC511D¢nt asse¢s
(71,738}
10.852
{25.000)
12,882
{96.7381
23,734
inGom¢l(¢xp¢nditwe)
Gross transfers betsv¢en fimds
33.589
{5,447)
{12.118)
5,447
21,471
Othor recognised ViDS and losses
Other gainsl5055es
6,375
6,375
Net nK)Yement in fimds
28,142
(296)
27.846
Re¢oncili*tion otfwids
Total fimds btOU8bt forward
Totsl furwAs Carri￿ fonvard
539.335
2.367.455
2.906.790
13
567,477
2,367,159
2.934,636
The note5 on page5 9 ty 18 form On inteya] partof these fjnan¢ia] statements.
Pa8¢ 6

The Alexander and Cydroline Simmons Trust
Statement of Financial Activities for the Year Ended 31 December 2024 (continued)
UnTe51ricted
Dd5
EDdowment
fuDds
Total
2023
Note
Ithcome Ind Endowments from:
Inv¢sttnent income
80.212
80.212
Total income
80212
80.212
Expenditure ott-
ChÈritable activiiies
197.828
40.000
137,8281
Total expenditiwc
Gain511os5e5 on investment assets
197,828)
34.887
(40.0001
51,519
(137,8281
86,406
Net income
Gross transfers be￿e¢n fund5
17.271
(4,353)
11,519
4.353
28,790
Other rt¢ognis¢d gains aThd losse4
Other gainsllosse5
1.394
1.394
Net movement in fimds
12.918
17.266
30,184
Retontili4tion of fuDds
Total funds brought for￿ard
526,417
1350,189
2.876.606
Toial funds caTri¢d forward
13
539J35
2,367,455
2.906.790
All of the Charity's a¢tiviti¢5 derive frorn conliDuing O￿lOn$ the 8bov¢ Iwo periods.
The notes on pa8es 9 to 18 fotm aD Intrgr￿ part of these financial statements.
Pa8e 7

The AleuDder and Caroline Simmons Trust
(Registrxtion Dumber: 1143277)
Balance Sheet as at 31 December 2024
2024
2023
Note
Fiied assets
Inv¢5ttnents
2.953.408
2.927.390
CurreDt a55ets
rkbtors
Cash at bank and in hand
io
238
26,747
976
36,199
26,985
37.175
Creditorj: Amounts fxlliDg due within one ye*r
12
{45.7571
157.7751
l¥et ¢UTTeDt li*biliti
18,772
120.600)
Net *55¢ts
2.934,636
2,906,790
Fund5 ofthe ChaTity:
Ettdovrni¢tst funds
2.367.159
2 J67.455
Unrestricted income fund5
Unr¢stricted fimds
567,477
539,335
Total Imndg
13
2.934.636
2.906,790
Th¢ fjnoncial statements OD pages 6 to 18 were appmved by the tsustcts. ¥thd atsthorised for Rssue on 3 March 2025
and signed on th¢ir b¢half by:
The notes oo pages 9 tt) 18 form an in*gnl part of these financial statetnents.
Page 8

The Alexander ¥Dd Caroline Simmons Trnst
Notes to the FiDaDcial Ststements for the Yewr Ended 31 December 2024
l AeeouMilThg poJi¢ies
Statemtni ofcompli•nc¢
The financia] statements have been prepared in accordance with the sewnd edition of the ChArities Statemenl of
Recomrnend￿ Pracii¢e issued in oC￿ber 2019, the Finan¢1￿ REp)rti￿ Stsndard applicabl¢ in th¢ United Kingthjm
and R¢publi¢ ofireland IFRS 1021 and the Clwill￿ Au 2011.
B•sis of prep*ratio
"I'he Alex&nder and Caroline Simmons Trust meets th¢ definition of & public beD¢fit entity under FRS 102. Th¢
accounts {financsal stAtementsl have b¢en prepared under the historical cosi ￿n¥t￿tIOn with item5 Teco8nised at wst
or transa¢iion v81u¢ unless otherwise in the relevant noie(s) ￿ thege aC￿UntI.
Ex¢mp¢lon from Pre￿rIng * e*$h it*temeDt
The CArity The ¢harity opied io early adop¢ Bullettn I published on 2 Febru￿ 2016 and have ther¢for¢ not included
a Cash fltsw siaiement in these rmanc1￿ $￿eMents.
Goin¥ concern
Thc tru5¢e¢s ￿nsIder tha¢ th¢re tre no rnalerial wic¢n•intseS abo￿ the Charitys •biliry ￿ conunue a5 • 8Oi118
¢onc¢rn.
Incomt *nd ¢ndowments
Deferredlncume
D¢f¢tTed income represents amowits r¢#ived for fimwe period5 ATKI is rtle&qed to inwming resour¢es in the period
for which, li has been received.
Interest on funds held on deposit is inclth when receivable and the ￿￿UTh1 can be mwured reliably by the
charity: this is normally upon t￿tIrIcatiOll of the inter¢st pid or p8yAble by the b￿￿k.
Dividends are r¢cogni5¢d once the dividend be¢n declthred and noufl¢ation Iw been rtteived of the dividend
due.
Rentsl income is T¢￿8[bI5¢d in the period io whi¢h th¢ IdtiD8 rel8Ms.
ExpellditUTe
All exp¢nditure ks reCogni￿d on¢¢ th¢r¢ is a le8a] or (0]￿1ve obligation to exp¢Dditure. Lt is probable
settlement is requircd the hmount Can be m￿Ur¢d reliably. All costs ar¢ all0¢￿ed to the applicable ¢XPEndi¢ure
heading that 8g8re8ate 5itnilar Costs w that cate80ry. whe￿ canThot bc dircdly attributed to particular he&dings
they have been 8]located on a b&8i$ ¢onsisient with the usc of resourtts, wtth Centr￿ staff ¢osts allocated on the
basis of lim¢ speni, and depreciation Eh&r¥e$ allo¢at¢d on thc portion of th¢ asset's Use. Other suppon ¢osts are
allocated ba5¢d on the spread of stsff w5ts.
Pa8e 9

The Alt￿llder and Caroline Simmons Trust
Notes to the Financial StatemeDts for the Year Ended 31 December 2024 (continued)
Chtirltsble gL¥lvlrfes
Charitable expendiNre comprises those costs incurred by the Charity in the delivery of its a¢tivitie5 and 5cfvL¢es for
its beneficiarie5. 11 includes both costs that w be allocated directly lo such activitics and th￿¢ ￿$t3 of an indircct
nature nerxssary to 5UPPOrt them.
GroRlprovisiL•R
Provisions for grants Are mad¢ when the intrtition lo make a 8Tant ha5 been communi￿t￿ to the recipient but there
li uncertainty knut either the timin8 of the grant or the amoun¢ of grant p•yable.
Support
Support Costs include central fiwtions and have been allo¢ited to activity c05t categories on a bLSiS con5LStCAt with
the use of resources, for exampl< allocatin8 pmperty costs by floor arta5. or pcr capiw stsff c0515 by the lime spent
d other cost5 by their usage.
Govern4nc¢
These include the co￿$ attributsbl¢ to the Chvity's ￿MPlI￿n¢¢ with Constit￿lOn￿l and st4tutory r4uirerneThts,
including audiL 5trate8iC matMgemen¢ and trustee5 meetings and ttimbuned expen￿.
Tix•tlon
The Charity is considered to pass the t¢gts set in Paragrnph I ScbeAule 6 of the FIr￿n¢¢ Ad 2010 and therefore it
meets the definition of a charithbl¢ company ftir UK corporation tax purposes. A¢¢ordingly, the Charity is
potentially exempt from t￿lI0n in r¢5P¢Ct of income or capitsl BaiTh$ rweived withitt categories cov¢r¢d by Chapter
3 Part I l of the CorporBtion Tax Ath 2010 or Sectiott 256 of the Taxaiion of Clwehble Gains Act 1992. to the
extent that yuch in¢ome or Bains ar¢ ￿p]led exclusively to ch￿l￿ble purposes.
Invutment propertt
Investtxent prop¢rty is ¢arried ￿ fair v￿￿¢, derived from the current market prieej for comparable Teal estate
deternJin¢d hnnu411y. The valuations ue underuken by the Truslccs. based upon periodic extemai y￿UatiOns. The
v#luers use observable market price5. adjus*d if n¢c¢3sary for kny difference in th¢ nthire. lo￿10￿ or condition of
the s￿]rie Changes in fair value reeognised in profit or105S.
Fixed •si¢t investmeDts
Fixed ￿et investments. other than progTamme Tel￿ed invesmients, included at markd Value at the balance sheet
date. Reaiised 8ains and losses on investments are ca]¢ulated as the dilT¢r¢Dce between sa]es proceeds and their
market value at the start of the y￿, or their 5ub5equent COSL arml att ¢hJrged or credited to the Statement or
Fin￿¢181 Activities in the period of dispos￿.
Ut￿￿1$¢d gaiDS aDd 10$5es represent the movement in market va]u¢s during the y¢4r and are credited or chaTg¢d to
the Statem¢nt of FIna￿la1 Aetivities based on the market value at the Ye￿ end.
Page 10

The AlexrdDder and CaroliDe Simmons Trust
Notes to the Financial Statements for the Ye4r Ended 31 December 2024 (eontinued)
Tr4de debton
Trade debtors are rents due.
Trade debtOTS are recognised initially at th¢ transaction price. A provision for the impainnent of trade deb￿rS is
established when there is objedive evidence that the dwity will not be able to ¢olle¢t all amounts due aceording to
the original ienns of the rw¢ivable5.
C*$h and cash equiv8leDts
Cash and cash equiva]ents comprise c&sh on hand and call deposi￿ and other short-term higbly liquid inveslm¢nts
that are readily convertible to a known amowit of atKI are subject to an insignificant risk of clwi8e in value.
Fund $irn¢tur¢
Unrestricted income fi￿￿$ are g¢n¢ral funth that are available for 8t the tru5tee5 discretiott in fillth¢ran¢¢ of the
objectives of the ch￿ty-
Endowment funds are those fiumls dcrived from the gifts of assets that to be held for use by the charity.
2 Investment iDcoiiie
UnreslrietEd
fund5
CeDer#l
Totsl
2024
Totsl
2023
Income from dividends-
Income from UK list￿ itivesttnents
Interest receivable and Similar in¢ome'
Interest receivable on bank depo$its
In¢ome from rents
48.507
48.507
43,523
359
45.609
359
45,609
387
36.302
94.475
94.475
80,212
Page 11

The Aleunder and Caroline Simmons Trust
Iyoteg to the Financial Statements for the Year Ended 31 D￿ember 2024 (continued)
3 Expendithr¢ on ¢baritAbk Aetiviti
UDre5tricted
nds
Gen¢r41
Ertdown)ent
fund$
Expend*ble
Totsl
2024
Grants
Repairs and maintenance
L¢ga] professional
Insurance
Light and heat
28.5¢)0
29,005
7.455
28.500
54,005
7,455
4.990
302
25.000
302
70.252
25.000
95,252
L'nrt5tri¢t¢d
funds
General
Endowment
fund5
Expendable
TotAI
2023
Grants
Repair5 and rnaintenan
Legal ond prnfessional
Insurance
Council t&x
Light and heat
36,850
46.443
5,367
36.850
86.443
5.367
5,646
1,761
248
40.000
1.761
248
96.315
40,000
136,3)5
4 An•lysis of governaDce *lld Jupport costs
Gov¢rn*nee costs
Unrestricted
funds
Getter*l
Total
2024
Totsl
2023
Independent ex8miD¢r fres
Examination of the finan¢ial #atements
Clerk'5 f¢es gnd le8aJ costs
1,320
166
1.320
166
1.260
253
1,486
1,486
1,513
Page 12

The Ale￿nder and Caroline SimmoDS Trust
Iyotes to the FiDan¢ial Statements for the Year Ended 31 December 2024 (continued)
5 Grant-makillE
Analysu of grlnts
GT*nts to IDStitutioTh$
2024
2023
*lysi$
Grants- Institutiona]
28.500
36,850
The supp)rt costs aSS￿LaTed with grant-makiD8 are £Nil (31 December 2023- £Nil).
Below are d¢tsi15 of m*¢rial w rnade ￿ l1￿1tirtlon$.
2024
20Z3
of ittstitutioo
St Helena- West Leake
St Peter- Clayworth
Si Helen- Trowell
St John the Evangeli5t- Worksop
Si Andrew- Lan8ar
St Barnabus I]tham Nook- Chilwell
Christ Church - Cindethill
St Michael th¢ Archangel- Halam
St Mary - Kilvington
Holy Trinity with St Francis- Clifton
Bradmore ehurch and Mi5510n Iooms-
Bradmore
St Savouls - Meadows
All Saints Nottingham
St Michael Sutton Bonnington
5t Margaret Owthorpe
St Mary Magdalene Newark
St Artdrews Ske8by
All Sairtts S¢anion on th¢ Wolds
St Peter SibthoTP¢
St Helen Trowell
2,500
3,IMIO
3,000
8,000
3.000
3,000
2,000
250
2,100
8,000
2.000
1,500
1,500
3.000
5.000
1.500
1.000
1,000
10.000
28.500
36,850
Page 13

The Alewider and CaroliDe Simmons Trust
Notes to the FinaDcial Ststements for the Year Ended 31 December 2024 (continued)
6 Trustees remuo¢ration and expenses
No tn]stees, nor any persons connected with them. have received any remuneration from the Charity during the ye4r.
No trLLStees have received ￿Y re]mbw￿d expens¢s or any other benefits from the charity during the year.
7 IDdepeDd¢tt¢ ex•miner's remunention
2024
2023
Exhminatiorl of the financi81 swements
1,320
1,260
8 TaxAtion
Th¢ Charity is a registered charity aDd is therefore exempt frotD tu#tion.
9 Fixed Asset investments
2024
2023
Envestment propertie5
Other inYe5tments
1,560,000
1,393.408
1.560.000
1.367.390
2.953.408
2.927,390
Investrnellt properties
IDvestmeDt
properties
Cost or VgluAtio
At l January 2024
1,560.000
Provision
At 31 December 2024
Net book Yulue
At 3 1 December 2024
1,560.000
At 31 December 2023
1,560,000
The valuation of the inv¢stm¢nt properties ¥¥rre und¢Tthk¢n by A1&5diaT Mo￿ls0n of Alasdair Morri50n & PartneTS.
Chartered Surveyorn as at l Febw 2022. on an open mwket valuation. The Trustees believe that the current
market value is not si￿)1fiCall1IY diff¢rent from this value.
Page 14

The Aleunder and CaroliDe SimmoD$ Trnst
otes to the Financial Statements for the Year Ended 31 De¢ember 2024 {continued)
Other inv¢gtments
Listed
investmtnts
Unlisted
inve5tmeDts
Tot*1
Cost or ValuatiOII
At l January 2024
Revaluation
Addition5
DistKJsals
,171,474
30.109
195,916
1,367.390
30.109
20,909
{25.000
20.909
(25.0(Kl)
At 31 Decelnber 2024
1.176.583
216,825
1.393.408
Net book vAlue
At 31 December 2024
1,176.583
216.825
1.393.408
At 31 D￿ernbEr 2023
1.171.474
195.916
1,367,390
10 D¢b¢ors
2024
2023
Trade dcbtors
238
976
11 and casb ¢qUI￿le￿￿
2024
2023
Cash ai bank
26,747
36,199
12 Creditors: 8JDovllts tsIIiDg du¢ Ylithin one yur
2024
2023
Other cr¢dilor5
Accrua]s
Deferred incorne
42.601
1,440
1.716
52,600
1,380
3,795
45.757
57.775
Page 15

The Alennder and Caroline Simmons Trust
Noteg to the FinaDcial StatemeDts for the Year EDded 31 Deeember 2024 (coDtiDued)
2024
2023
Defe￿ed incom¢ at l January 2024
ResOU￿e5 deferred in the p¢riod
kniowjts tel¢&sed from previoLLS periods
3,795
1.716
3.795}
597
3,795
(5971
D¢f¢Tred income al year end
1,716
3.795
Pa8e 16

Tbe AlexaDder a¥d CaToliNe TTUSt
Notes to the FiDaDcial Ststements tor the Year Endd 31 D￿¢￿￿b¢r 21n4 (tontiDlltd)
IJ Fwpd>
14•wry2ts24
G¢n¢ral
539J35
1.735
5.447
10.852
567.4TT
PerTm￿nI
2.177.670
2,190.552
ExpEndAbl¢
189.n5
5.447
6.375
17é.607
2.367.455
(25.[
5.447
19.257
2.367.159
Total r
2Ykn.7
94.475
(96.751
30.109
2,934,036
PernJ8ttDt
A ReSe￿e F￿￿j 15 htld in 2612lottl* 1957 A trvthsftr ttrti the G¢nd FLmd t¢TrthE R2strve F
JerCl&use 2q2) in the I￿•)￿)1 of£5247 lJll3 £4.l53k tht yur (i¢fore trK LW of £26237 (2023. £20,766).
The v4]w oftr¢ atthp y¢￿er￿ £1702tr112023.. £IUSIS)
JL EAtrt¥xduwy R¢w Fwl LI heid cl¥JK 25 11101tr* 1957 to f(ll*4 the extywrdw ry. or rebjilding of tr¢ PTQPErty
belorwz to tl¥ ¢Fthrity. Al￿￿[<*h&% tttD frvrntrrf FLThJ toth RÈW F￿￿ ￿ the ofUW12023 E2WI The
orth¢ fwd WAS É6,4(K)12023." E62LKI)
PKe 17

The Aleiander and Caroline Simmons Trust
otes to the Financial Ststements for the Year Ended 31 December 2024 (tontinued)
14 Anxtysis of net aJJtts brtween htsds
Unrestricted
fund5
Genenl
Totsl funds at
31 Dttember
2024
Endowment
PeTm*i¢Dt
ExptDdsblt
Fixed assei inv¢stm¢Dts
Cwreni assets
Current liAbilities
586249
26,985
(45.757)
2.1￿,552
176,607
2.953,408
26.985
45,757
Tots] ncl assets
567,477
2.190.552
176.607
2.934,636
15 Related party trgDS%Ctions
Ther¢ were no related party tra[￿CtiO￿l in the y¢•r.
Page 18