Company registration number: 08031469
Charity registration number: 1146962
Irwin Mitchell Charities Foundation
(A company limited by guarantee)
ANNUAL REPORT
YEAR ENDED 30 APRIL 2024

IRWIN MITCHELL CHARITIES FOUNDATION
ANNUAL REPORT
YEAR ENDED 30 APRIL 2024
CONTENTS
Page
Directors, Report
Statement of Directors & Trustees, Responsibilities
Independent Examiners, Report
Accounting Policies
Statement of Financial Activities
Balance Sheet
Statement of Cash Flows
10
Notes on Accounts
11

IRWIN MITCHELL CHARITIES FOUNDATION
DIRECTORS, REPORT FOR THE YEAR ENDING 30 APRIL 2024
The Trustees and Directors of the charitable company present their report along with the financial statements of
the charity for the year ended 30 April 2024. The financial statements have been prepared in accordance with the
accounting policies set out on page 7 of the financial statements and comply with the charity's Memorandum and
Articles, the Charities Act 2011 and the requirements of the Statement of Recommended Practice 2019..
Accounting and Reporting by Charities.
Legal and admlnlstratSon detalls
Official name of charity:
Irwin Mitchell Charities Foundation
Charlty reglstratSon number:
1146962
Company reglstratlon number:
08031469
Registered Offlce:
Riverside East
2 Millsands
Sheffielcf
S3 8DT
Dlrectors and Trustees:
Mr Adrian Budgen
Mr Christopher Cannings (appointed 10 April 2024>
Mr David Harlington
Ms Caroline Jones (appointed 10 April 2024)
Ms Anne Kavanagh
Mr Alex Lloyd (appointed 10 April 2024)
Ms Kate Rawlings
Ms Leigh White
Chlef Executlve:
Mr Adrian Budgen
Bankers:
Charities Aid Foundation
25 Kings Hill Avenue
Kings Hill
Wesl Malling
Kent ME19 4JQ
Independent Examlner:
Hawsons Chartered Accountants
Pegasus House
463a Glossop Road
Sheffield
S10 2QD

IRWIN MITCHELL CHARITIES FOUNDATION
DIRECTORS, REPORT FOR THE YEAR ENDING 30 APRIL 2024 (continued)
Structure, Governance and Management
Governlng document
Irwin Mitchell Charities Foundation (IMCF) is a company limited by guaranlee governed by its Memorandum and
Articles of Association dated 5 April 2012. It is registered as a charity with the Charity Commission.
Related Partles
Donations into the charity are made by Irwin Mitchell Solicitors LLP. an entity in which all of the trustees are either
employees or members.
Objects
The primary objects of the charity specified in the Memorandum and Articles of Association are..
1. Promotion of charitable purposes for the benefit of the community generally,.
2. The relief of poverty in cases of need, hardship or distress,. and
3. General charitable purposes where the Trustees have discretion as to the charities selected.
Organlsatlon
The trustees meet at least 2 limes per year and there are also regular local and national meelings held by
volunteers who are employees of Irwin Mitchell Solicitors LLP where ideas for fund raising activities are discussed.
Requests for donations are considered and authorised by the trustees.
Appolntment of trustees
The trustees are all either employees or members of Irwin Mitchell Solicitors LLP and musl support the objects of
the charity. Trustees are appointed al board meetings attended by the current directors I trustees of the charity.
Policies adopted for the Induction and tralnlng of trustees
The trustees have all been in place for a substantial period and no procedure is In place as yet but in the event
there was a change this would be sourced externally and potentially provided by our main sponsor Irwin Mitchell
LLP.
Rlsk management
Principal risks and uncertainties facing the charity:
Apathy in fund raising
Home working environment
However, on the basis our charity has no out goings and is in effect only an awarding body the risk is to the good
we are able lo do as opposed to any risk lo stakeholders.
The trustees are committed to the identification and management of the major strategic, business and operational
risks which the charity faces. A multi-function team of managers within the organisalion is tasked with
communicating with all levels of the organisation to identify risk and regularly update a detailed risk register
identifying likelihood and impact together with actions necessary to mitigate the risk. The Charity is currently
working with is primary fund raiser on its strategic aims and how they can continue to support IMCF and is
considering alternative ways of continuing to provide charitable felief to good causes that meet its objectives.
Grant making policies
The Charity has a simple rule book to set out when and how it will make a donation to a good cause, these are
over seen by ils committees which are spread across the UK regionally, each committee meets monthly and they
also come together nationally every two months to collaborate on bigger projects. The trustees hold bi monthly
meetings for matters raised by the committees and routine trustee business including financial review and strategic
discussions.

IRWIN MITCHELL CHARITIES FOUNDATION
DIRECTORS. REPORT FOR THE YEAR ENDING 30 APRIL 2024 (continued)
Public benefit
The board of trustees have complied with the duty in section 4 of the Charities Act 2011 to have due regard to
public benefit guidance published by the Commission.
Objectives and activltles
The charity aims to relieve poverty and to provide aid in cases of need, hardship or distress, or for the general
benefit of persons residenl in regions surrounding the offices of Irwin Mitchell Solicitors LLP, in particular where
staff have close links or affiliations with the cause. Income has been raised and received from the Members and
staff of Irwin Mitchell Solicitors LLP along with monies raised at events and from sundry donations.
Strategies for achlevlng objectlves
The work lo re define the focus of the Charity is ongoing, in the interim the charity will continue to offer top up funds
to colleagues of IM who are raising funds for causes that meet it objectives, encourage ils committees to continue
to raise funds for their current nominated annual charities, will make its annual donation to homeless causes and
where possible will run the previously individual committee events that took place regionally on a national basis.
Achlevements and performance
The number of IM staff donating between £2.50 and £50.00 per month from their salary to the charity during the
year to April 2024 was 887 (2023.. 893). Up to £20.00 per staff member per month is matched by Irwin Mitchell
Solicitors LLP.
During the year ending 30 April 2024 89 (2023.. 74) donations were made between £13.67 and £29,000 to a variety
of causes lo a number of locations both locally and nationally. Gifts or donations of over £1,000 were made to.,
Abbie's Army, Angel's of Hope For Women, Birmingham & Solihull Women's Aid, Birmingham Women's and
Children's Hospital Charity, British Red Cross, Cambridge City Foodbank, Cardiff Foodbank, Caring In Bristol Ltd,
Chichester District Foodbank, Child Bereavement UK, Childrens Heart Surgery Fund, Crawley Open House, Day
One Trauma Support, Feeding Families, Food And Company Trust, Grace House North East, Holbeck Together,
Huggard, Jimmys Cambridge, Launchpad Reading, Maggie's, National Literacy Trust, Newbury Soup Kitchen,
Newlife, Project Hope Leeds, Refugee And Migrant Centre, Riva Project, Simon Community Scotland, Simon On
The Streets, Society Of St James, Springhill Hospice (Rochdale), St Andrews Community Network, St Chad's
Sanctuary, Sl Luke's Hospice, St Margaret Of Scotland, Step By Slep, Slonepillow, Teenage Cancer Trust, Ten
Little Toes Baby Bank, The Change Portfolio, The Children's Hospital, The Felix Project, The Great North Air
Ambulance, The Lifehouse, The Mustard Tree, The People's Kitchen Ltd, The Sunday Centre, Whitechapel
Mission.
Flnanclal Review
During 2023124, Irwin Mitchell Charities Foundation generated a net deficit on unrestricted funds of £224,635
(2022123.. net deficit £197,599). Revenue grants of £nil (2023.. nil) were received.
Receipts lolaling £211,144 (2023.. £184,682) were received from the members and staff of Irwin Mitchell Solicilors
LLP, via Ihe GAYE scheme, donations and various fundraising aclivilies throughout the period. This figure includes
£4,42212023: £12,172) of small and miscellaneous clienl accounl balances.
Investment powers and policy
Under the Memorandum and Articles of Association, the charity has the power to invesl in any way the trustees
wish.

IRWIN MITCHELL CHARITIES FOUNDATION
DIRECTORS, REPORT FOR THE YEAR ENDING 30 APRIL 2024 (continued)
Reserves policy
It is the trustees, objective that Irwin Mitchell Charities Foundation should maintain a positive level of reserves at all
times. Free reserves currently stand at £539,661. Support in our communities local to the offices of Irwin Mitchell
LLP remains one of the LLP'S key strategic pillars and the LLP is committed to ensuring that the IMCF can sustain
ils work for many years to come. IMCF launched a new Inclusion and Sustainability Fund to awafd grants to good
causes dedicated to these agendas in our communities. This will be funded by the £500,000 donation that was
received from Irwin Mitchell LLP during the year ending 30 April 2021. The remaining funds will continue lo be
used to support the nominated charities of the offices, homeless charities near each office at Christmas, provide
top ups to colleagues when they've done personal fundraising, and donate to disaster relief appeals.
Dlrectors
The directors, who are also trustees of the charity, during the year and to the dale of this report, were as follows:_
Mr Adrian Budgen
Mr Christopher Cannings (appointed 10 April 2024)
Mr David Harlington
Ms Caroline Jones {appointed 10 April 2024)
Ms Anne Kavanagh
Mr Alex Lloyd (appointed 10 April 2024>
Ms Kate Rawlings
Ms Leigh White
Constltutlon
The company is a company limited by guarantee and not having a share capital. Each member gives a guarantee
to contribute a sum not exceeding £1 to the company should it be wound up. At 30 April 2024 there were 8
members.
Statement of Dlrectors, and Trustees, Responslbllltles
The Iruslees (who are also directors of Irwin Mitchell Charities Foundation for the purposes of company law) are
responsible for preparing the Trustees, Annual Report and the financial slalements in accordance with the
Financial Reporling Standard applicable in the UK and the Republic of Ireland (FRS1021.
Company law requires the truslees to prepare financial slalements for each financial year, which give a Irue and
fair view of the stale of affairs of the charitable company and of the incoming resources and application of
resources, including Ihe income and expenditure, of the charitable company for that period. In preparing these
financial slalements, the trustees are required lo:
select suitable accounting policies and then apply them consistently.,
observe the methods and principles in the Charities SORP {FRS102)',
make judgements and estimates that are reasonable and prudent.,
state whether applicable UK Accounting Standards have been followed, subject to any
material departures disclosed and explained in the financial statements.,
prepare the financial statements on the going concern basis unless it is inappropriate to
presume that the charitable company will continue in operation.
The trustees are responsible for keeping adequate accounting records thal disclose with reasonable accuracy at
any time the financial position of the charitable company and enable them to ensure thal the financial statements
comply with the Companies Acl 2006. They are also responsible for safeguarding the assets of the charitable
company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

IRWIN MITCHELL CHARITIES FOUNDATION
DIRECTORS, REPORT FOR THE YEAR ENDING 30 APRIL 2024 (continued)
Going Concern
The slaff of Irwin Mitchell LLP continues to donate via it's Give As You Earn scheme and the Partners of Irwin
Mitchell LLP made their annual donation of £50,000 as usual. Therefore, the trustees believe that the charity has
adequate incoming funds to continue operating throughout this financial year and is confident that fund raising
activities will resume to near normal levels. In addition, it should be noted that as a donation making entity there is
no obligation on the Charity lo donate any funds in excess of those raised and due to its trustees and committee
members being volunteers it has limited operating costs.
By order of the Board
A Budgen
Irwin Mitchell Charltles Foundatlon
.2025

IRWIN MITCHELL CHARITIES FOUNDATION
INDEPENDENT EXAMINERS. REPORT TO THE TRUSTEES OF IRWIN MITCHELL
CHARITIES FOUNDATION
I report to the charily trustees on my examination of the accounts of the charitable company for the year ended 30th
April 2024 which are set out on pages 7 to 12.
Responsibilities and basls of report
As the charity trustees of the company land also its directors for the purposes of company law) you are responsible
for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('Ihe 2006
Act,).
Havlng satisfied myself thal the accounls of the company are not required to be audiled under Part 16 of the 2006
Act and are eligible for independent examination, I report in respect of my examination of your company's accounts
as Carried out under section 145 of the Charities Act 2011 ('the 2011 Act,). In carrying out my examination I have
followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.
Ba818 of Independent examlner's report
I have completed my examination. I confirm that no matters have come to my attention in connection with the
examination giving me cause to believe that in any material respect..
accounling records were not kept in respect of the company as required by section 386 of the 2006 Acl,. or
the accounts do not accord with those records., or
the accounts do not comply with the accounting requirements of sectlon 396 of the 2006 Act other Ihan any
requirement that the accounts give a 'lrue and fair view, which is not a matter considered as part of an
independent examination., or
the accounts have nol been prepared in accordance with the methods and principles of the Statement of
Recommended Practice for accounting and reporting by charities applicable lo charities preparing their
accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland
IFRS 1021
I have no concerns and have come across no other matters in connection with the examination to which attenllon
should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
S L Bladen FCA
Hawsons Chartered Accountants
Pegasus House
463a Glossop Road
Sheffield
S102QD
.2025

IRWIN MITCHELL CHARITIES FOUNDATION
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
(a) General information and basis of preparation
Irwin Mitchell Charities Foundation is a company registered in England. In the event of the charity being wound up,
the liability in respect of the guarantee is limited to £1 per member of the charity. The address of the registered
office is given in the charity information on page 1 of these financial statements. The nature of the charity's
operations and principal activities are as set out in the Trustees, report.
The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared
in accordance with Accounting and Reporting by Charities: Stalement of Recommended Practice applicable to
charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and
Republic of Ireland {FRS102) issued in October 2019, the Companies Act 2006, the Charities Act 2011 and UK
Generally Accepted Accounting Practice.
The financial statements are prepared on a going concern basis under the historical cost convention. The financial
statements are presented in sterling which is the functional currency of the charity.
The significant accounting policies applied in the preparation of these financial statements are sel out below.
These policies have been consistently applied to all years presented unless otherwise stated.
(b) Fund8
Unrestricted funds are available for use al the discretion of the trustees in furtherance of the general objectives of
the charity and which have not been designated for other purposes.
INCOMING RESOURCES
Incoming resources primarily represent funds generated from events such as dress down days and general fund
raising activities. The charity also receives monies from the staff of Irwin Mitchell LLP via it's Give As You Earn
scheme as well as a donation of £50,000 (2023.. £50,000) from the Partners.
CHARITABLE ACTIVITIES
Charitable activities include dress down days held regularly throughout the year where staff of Irwin Mitchell LLP is
asked to contribute £1 and other general fund raising activities.
GOVERNANCE COSTS
Governance cosls include those incurred in the governance of the charity and its assels and are primarily
associated with constitutional and statutory requirements.
GOING CONCERN
After due consideration of all relevant factors, the trustees are confident that the charity has adequate resources to
continue in operational existence for the foreseeable future. Accordingly, they continue to adopt the going concern
basis in preparing the annual report and accounts.

IRWIN MITCHELL CHARITIES FOUNDATION
STATEMENT OF FINANCIAL ACTIVITIES
(INCLUDING INCOME AND EXPENDITURE ACCOUNT)
YEAR ENDED 30 APRIL 2024
Year Ending
30 April
2024
Unrestricted
Funds
Year Ending
30 April
2023
Unrestricted
Funds
Notes
Incomlng Resources
Incoming resources from generated funds:
Voluntary income
Incoming resources from charitable activities
Total Incomlng resources
192,820
18,324
174,655
10,027
184,682
211,144
Resources expended
Charltable actlvltlos
435,779
382,281
Total resources expended
435,779
382,281
Net {outgolng) resources
(224,635)
(197,599)
Fund balances brought forward at 1 May 2023
764,296
961,895
Fund balances carrled forward at 30 Aprll 2024
539,661
764,296
There are no recognised gains and losses other than the results for Ihe year as set out above.
There is no difference between the amounts stated above and their historical cost equivalents.

IRWIN MITCHELL CHARITIES FOUNDATION
COMPANY REGISTRATION NUMBER: 08031469
BALANCE SHEET
AS AT 30 APRIL 2024
30 April
2024
30 April
2023
Notes
CURRENT ASSETS
Debtors
Cash al bank and in hand
539,661
764.296
539,661
764,296
CREDITORS
Amounls falling due within one year
NETCURRENT ASSETS
539,661
764,296
NET ASSETS
539,661
764,296
RESERVES
General fund
539,661
764,296
539,661
764,296
For the financial year in question the company was entitled lo exemption under section 477 of the Companies Act
2006 relating to small companies.
No members have required the company to obtain an audit of its accounts for the year in question in accordance
with section 476 of the Companies Act 2006.
The directors acknowledge their responsibility for complying with the requirements of the Act wlth respect to
accounting records and for the preparation of accounts.
These financial statements, which have been prepared in accordance with the special provisions relating to
companies subject to the small companies regime within Part 15 of the Companies Act 2006 and in accordance
with
provisions of FRS 102 Section 1A Small Entities, were approved and authorised for issue by the Board on
.Ki..¢p.if... and signed on its behalf by..
A Budgen - Director

IRWIN MITCHELL CHARITIES FOUNDATION
STATEMENT OF CASH FLOWS
YEAR ENDED APRIL 2024
Note
2024
2023
Net cash flow from operating activitles
{224,635)
(197,599)
Net cash flow from investlng actlvltles
Net cash flow from flnanclng actlvltles
Net {decrease) In cash and cash equivalents
{224,6351
(197,599)
Cash and cash equlvalents at 1 May
764,296
961,895
Cash and cash equlvalents at 30 Aprll
539,661
764,296
10

IRWIN MITCHELL CHARITIES FOUNDATION
NOTES ON ACCOUNTS
YEAR ENDED 30 APRIL 2024
VOLUNTARY INCOME
Year Ending
30 April
2024
Year Ending
30 April
2023
Unrestrlcted Income
Payroll & General Donations
192,820
174,655
STAFF PARTICULARS
There were no employees during the financial year.
The trustees neither received nor waived any remuneration during the year {2023: £nil). One trustee
reclaimed £13 of expenses during the year for reimbursement of filing fees (2023.. £131.
COST OF CHARITABLE ACTIVITIES
Donations
435,779
382,281
CASH AT BANK AND IN HAND
Cash at bank
539,661
764,298
TAXATION
The company Is a registered charity and as such is not normally liable to corporation tax.
FUND RECONCILIATION
Balance at
1 May 2023
Income
Expenditure
Balance al
30 April 2024
General
365,451
211,144
(222,559)
354,036
Designated
Inclusion and
Suslainabilily Sub-Trust
398,845
(213,220)
185,625
764,296
211,144
{435,779}
539,661
Inclusion and
Sustainability Fund
A fund to award grants to good causes dedicated to these agendas
in our communities
ANALYSIS OF NET ASSETS BETWEEN FUNDS
Unrestricted
funds
Designed
funds
Total
Cash al bank
354,036
185,625
539,661
11

IRWIN MITCHELL CHARITIES FOUNDATION
NOTES ON ACCOUNTS
YEAR ENDED 30 APRIL 2024
RECONCILIATION OF NET INCOMING RESOURCES TO NET CASH INFLOW FROM OPERATING
ACTIVITIES
2024
2023
Net (outgoing) resources
(224,635)
(197,599)
Net cash (oufflow) from operating activities
224,635
197,599
TRANSACTIONS WITH RELATED PARTIES
Donations into the charity are made by Irwin Mitchell Solicitors LLP, an entity which all of the trustees are
employees or members.
10 ULTIMATE CONTROLLING PARTY
The ultimate controlling party are the trustees,
12