REGISTERED CHARITh, NUNIBF.R: J J403iJ
OFFICIAL SIGNED COPY
Re n nf the Trustee% and
UnJudiled Financial SEaiement% for ihe Year End￿ ) l N4arch ?044
loi
The Bri￿ sha￿ fvleTnvridl Trust
LeM'i% Smith & Co.
Chafleicd Cenified AicoyniaiiLs
The Old lkn'iur's Hvu5e
74 Cirange Road
Dudlev
Il'esi Midland5

The Bri'in Shaw, NleiTkofi411 Tru%1
Contcnt.% of Ihc Fin￿Lia1 .Siaiemeni4
fvr Ihc YLdr EndLd 31 Marih •U?4
Page
Referei)¥e and Adnilni%trdti￿e Del￿]
Rcp()rt ot. (he T￿￿teeS
IndyndLni Examinir's Report
St41temeni of Financial AcDviii¢s
Balance Sheet

RL'II'i'i nLL 1L lid Adiii ini91raiii i DLsiai1s
I'L&1r l..nL1ed _ l Nlill-Lli jo? J
TRU&iTF.F.S
Mr A Shaii.
MrsMASha
Mrs G Shaii
Retr R V Curtis
Mr C A Parker
I'I<INC'IP.4L .4DDRF.S.S
6 Old Growe Gardens
Siourbridoe
'L'51 M idlands
DY9 OUS
REC:ISTERED CHARITY
T%IINIBER
liOi5i
INDEPF.NDENT EXAMINER
Lei%'is Smith & Co.
Chartered Certified Accouniants
The Old Doclor's House
74 Grdnoe Road
Dudley
West M idlands
DYI?AW

The Brian Sha￿. Nleinorial Trusi
ort of Ihe Tru51ees
for the Tr-ear Ended I l M<wLh 20•4
The 1rnstLes pre.ILni Iheir repory ￿1th the fIn￿cIal statenienr4 of Ehe chatiVJ' for the j'e￿ ended 31 March ?n74. The
lThJsiee% hai'e ath)pied Ihe pr4)I'ision% of .4ccountino and Reportinu b) Chariiie%- Statemeni i)f Recommended Praciice
appliLdble iu Lhdriiieb prepiwilltp their aCLounrs in 4iccorddttcc ￿.1[11 Ihe Financial Reporttnv St4nddrd applicablc in the
UK and Republic of Ireland IFIi.S 10?) (effectibe l JanuaTh ?019).
OBJECTII'ES AND A￿1).7T1Es
Objectives and aims
The pur]x)se of the iharitv i.s makin4F grants io ¢haritie%. JJEbou(yli no resErtiEion to lTrpes of Ch￿Ille5. priority giN'en to
medical. Lhildren s. ).'ounL people
¥nilitdry. Chrt4lian. iarii)g and educational chariiie4 at7d 10 chariiie5 biised in. or
ifjvvli'ed in. proj¥its in the LIK Midlands.
ACHIEN'E.NIEENT ATriD PERFoR￿lA￿LE
Charitable actiiities
In the y'ear ending I I ￿lL￿reh ?074 The Brian Shaw Ilemotidl Trusi hai'e been able io make some 5?
griU)ts totalling
4'45.YS0. hai'e mainl). tocused on ch2Eities th￿ work wiihin the ￿""est Midlands buT have alw recoonised ihe needs
of the wider L K and ￿'Orld commuTrii!' amd haNe made granis 10 Ch￿lles that cary OUT work. throu-hout the L'K aud
intemaiionally.
Investment performance
The inN'e8imellis are held d L"K ini"e%tmeni compani. who manages th¢ funds on behalf of the chariiN'. In ihe vear
ini'esiment inLome vf £)7 ??8 edrned. Ihe i'dlue uf the iovestrneni fuTKI in¢re&%ed b) £59.4)? in the Ye1￿.
STRLCTLIRE. GOI".EIL¥AFiCE AND IIANAGEIIEh
Governing docun)ent
The Chari￿. 1.% controlled b), 115 uotrerning documeni. a deed of uust daied 25 (kiobei" ?012. and consuiutes an
unincorpordied chanry.
FINAYCIAL REI."IEM'
Financial Posititsn
At ihc year ¢nd Ihere ￿tTe lotal fund5 of £1.3?1.012 comprising unre5trl￿ed funds onli..
AppTO%'ed by order of the board of trubree5 On ............................. . .............
and sÉgned on its behalf b}..
Irs G Shaw - TTh￿te¢
Pagc ?

Indc
ndeni Exaininer'% Re
rt lo the Tru51ee5 of
The Brian Sha￿. Nltmorial Tru¥1
Independent e¥aminer's ￿pOrt to the InL4teos of The Brian fvhaw l.lemorial Tr￿st
I I"Ipurt tu thL' £h￿IlY IruSlLLS tny cxdniinalion of ihe ￿LI)Ul}I￿ ol. ThL' Bri￿7 Sha￿. ￿1￿MOrial Trusi (Ihe Trusll for the
vear ended .3 l %14￿Lh ?0?4.
Re5pTrnsibiJities and of report
As lh¥ Lhdrit} IriislLx'x uf the Tru%1 YUU UTC re24pinsible th¢ pr¢P￿l￿n of the ￿COun[S iii atiordJiiLe wilh the
requirenieni4 of the C.haritie% Aci 2011 ('Ihe Act,).
I rLWrt in re5￿cl of m%. examination of the Trusi's accounis iarried oui under SeLiion 145 of the Aci and in iarryin
out niv examination I hai'e lollowed all applicable Direciion5 eii'cn bv the LharitN' Comniission under SLYlion 14.5(Sji b)
i)f the AL1.
Independi'nl e.wniner's sl#lement
I htii'e Li)mplei¢(I my cAaTniiidiion. I confimi th¢il nil n)aterial niaiters have cnme io mv dltention in conEEection w'ith ihe
cxainjiiaiion eiving Ine cau.%C Iv Iklie￿¥ thai in maierial rcsIK'CI.'
dL'Lountino rccords w'ere nor kepi in res￿Cl of the Trusi as required bv S¢Xtion 130 of the ALI: or
Ihe acciiiini% do not iiccord w'ith those records" or
Ihe ￿count￿ do niii o)mpl)' wilh the appltcable ￿qUIreMenL5 concerning the forni and conicni of accounts sel
ul in the Chariiies IAILuunts and Repons) Rclulalions •IM18 1)ther ihaih ihn J. re4uirement ihat ihe aLLOUI)ts gile
a true and tair I'iew w'hich is noi a maller considered as pan ot an indq)endeni eiaminatinn.
I hal'e no cDneernN and hai'e inme acm8s no oilxr mailers in cnnnection with the examinaiion tc) which allenlion shi)ul
be drawn in tlll% report in order io endble a proper Underst4￿￿1￿¥ of the acci)uni% 10 be redLhed.
Mr Cruix Alan B¢ale FCCA
Lewis Ismlth & Co.
C.hdrtered Cerlified.4ecountgnts
The ()Id Ik)Iti)r's Ho￿4¢
74 (yrange Rodd
Dudlei.
l*'es1 i¥lidlan(Ls
DI'12AII'
D&te=
Page I

The Briiin Sh&iW Nlein()rittl Trusi
Statenienl of Financial Aciikiiies
for the Year Ended I l m￿Ch ?n?4
-31..3.?4
nrestrlcied
fund
31.3.2_3
To￿1
fund
IN'C'I)NIE
Inv¢%trnLni incoin¢
56.(H7
EIPENDITURE
Charitable actiiities
Gr¥inis maJe
Ini'esiment manager lees
Inde￿ndC￿l LxdminLr fces
45.9_$0
7.?*X
ToLg1 e¥penditure
53.878
46.669
F.I' INcO￿l￿{EXPEllD1TtlRETr
3.390
9.378
Tutal Cash ilr4Fu¥hi furward
10.119
741
Tntal C"¥sh Carried Forw"ard
i i.-s(y)
10,1 iy
Pagi. 4

The Briiin Sh41W MeinoriTrl Trust
Balanle Sl)eet
-1 l Mdrch ?0?4
-11.3.?4
L.:nrestTiCted
lund
31.3.23
Toul
rund4
Non ￿]nnetar). other A&seLs
Ini'e%imen
.-308,16.1
1.248.711
lonttarn Aw15
Cash al bank
13.5(F)
10.119
1,3?1.67*
1.258.830
LIABILITIES
NET ASSETS
.3?1.012
?58.170
The fin￿¢1￿1 51aiL'menls were approved by the Board of Trnstees and authorised for i%sue on
. were signed on its behalf by:
Ir A Sh¥w - Trustee
qrs M A Shaw - Trnstee
Mrs G Shaw - Trustee
This page does not fonn part of the %taiuiory financial swemenis
Pa¥c 5