REGISTERED CHAIUTY NUMBER". 1150353 OFFICIAL SIGNED COPY rt of the Trustees and Unaudit ancial Statements for the Y ar Ended 31 March 2025 The Brian Shaw Memorial Trust Lewis Smith & Co. Chartered Certified Accountants The Old Doctows House 74 Grange Road Dudley West Midlands DYI 2AW
The Brian Shaw Memorial Trust Contents of the Financial Sialements for the Year Ended 31 March 2025 Page Reference and Administrative Details Report of the Trustees Independent Examinerfs Report Statement of Financial Activities Balance Sheel
The Brian Shaw Memorial Trnsl Reference and Administrative Detsils foT the Year Ended l March 2025 TRUSTEES Mr A Sha, Mrs M A Sbaw Mrs G Shaw Rev R V Curtis Mr C A Parker PRILYCIPAL ADDRESS 6 Old Grove Gardens Stourbridge Wesi Midlands DY9 OUS RF.GISTERED CHARITY NUIMBER 1150353 INDEPENDENT EXAMINER Lewis Smith & Co. Chartered Certified Accountsnts The Old Doctor's House 74 GTange Road Dudley Wesi Midlands DYI 2AW Page I
The Brian Shaw Memorial Trnst ort of the Trustees for Ihe Year Ended 31 March 2024 The trustee5 present their report with the financial siatetnents of the charity for the year ended 31 March 2025. The trustees have adopted Ihc provi5iofLS of Accounting and Reporting by Charities= Statemeni of RecommcndLxI PrdCtic¢ applicable to charitieq preparing their accounts in accordance with Ihe Financial Reporting Standard applicable in the UK and Republic of Iland (FRS 102) {eftective l January 2019). OKIECTIVES AND ACTIVITIES Objectives and aims The purpose of the charity is making grants to charities. although no reslriction as io types of charities. priority given lo medical. children's, young people's, Tnilitary. Christian. caring and educational charitie5 and io charitie5 based in, or involved in, pmjects in the UK Midlands. ACHIEVEMENT AND PERFORMANCE Charitable activities IT] the year ending 31 March 2025 The Brian Shaw Memorial Trust hal'e been able lo make Some 48 grdnts totalling £49,650. We have mainly focused on charities that work within the West Midlands but have also recognised the needs of the wider UK and world community and have made grant5 to charities thai carry oul work throughout the UK and inteTnationally. Investment performance The investments are held by a UK investment company who manages the funds on behalf of the charity. In the year investment income of £57.662 was earned. The value of the investment fwld increased by £2.345 in the year. STRUCTURL GOVERNAYCE AND MANAGEMENT GoverninR doeument The charity is controlled by its governing documenL a deed of In dated 25 October 2012. and constibjtes an unitkcorporated charity. FINANCIAL REVIEW Finjncial Position At the year end there were totsl funds of £1,323.017 comprising unrestricied funds only. oi"J4201 Approved by order of the tM)ard of trustees on ... and signed on its behalf by: Mrs G Shaw- Trustee Page 2
Ind endent Examinefs Re ort to the Trustees of The Brian Shaw Memorial Trust Independent examiner's report to the trustees of The Brign Shaw Memorial Trnst I report io the charity tru51ees on my examination of ihe accounts of The Brian Shaw Memorial Trust {the Trust) for the year ended 31 March 2025. Responsibllltles and bA5js of report As the charity tStee5 of the Trn8t you are resrKynsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 Imhe ACV). I report in respect of my examination of the TDJst's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable DiTtionS given by the Charity Commission under Section 145(5)Ib) of Ihe Acl. Independent examiner's statement I have completed rny examination. I confiml that no material matters have come lo my attention in connection with the examination giving me cause believe that in any material respect.. accountitig records were not kept in respect of the Trust as required by Section 130 of the Act; or the accounts do not accord with those records- or the accounts do not ¢omply with ihe applicable requirements concerning the forni and content of account5 Set out in the Charities (Accounts and RepM)rts) Regulations 2008 other than any requirement thal the accounts give a true and fair view which is not a mailer considered &5 part of an independent examination. I have no concern5 and have come across no other matters in connection with the examinaiion to which attention should be drdwn in this report in order to enable a proper understanding of the accounts to be reached. Mr Craig Alan Beale FCCA Lewis Smith & Co. Chartered Certified Accountints The Old Doctor's House 74 Grange Road Dudley West Midlands DYI 2AW Date.. ois+ Page 3
The Brian Shaw Memorial Trust Sialemeni of Financial Activiti ror the Year Ended 31 March 2025 31.3.25 Total fund 31.3.24 Total funds INCOME Inv¢siment income 57,662 57.228 EXPENDITURF. Charitable activlties CJranL8 made Investment manager fees Independent examiner fees 49,650 7.622 690 45,950 7228 660 Total expenditure 57,962 NET INCOMEI(EXPENDITURE) (340) 3,390 T4)tal Cash Brought fonvard 13.509 10,119 Total Cash Carried Forward 13.199 13,509 Page 4
Th¢ Brian Shaw Memorial Trnst Balance Sh t 31 March 2025 31.3.25 31.3.24 Tolal funds Unrestricted fund lyon Monetary Other Assets Invesiments 1.310.508 1.308,163 Monetgry Assets Cash at bank 13,199 13.509 1.323,707 .321.672 LIABILITIES 690 660 NET ASSETS 1.323.017 1.321,012 Tlie financial siaiement5 were approved by the Board of Trustees and authorised for issue on .......................... .... and wcre signed on its behalf by: Mr A Shaw-lffslee Mr5 M A ShAW - Trustee Mrs G Shaw - Trustee This page does not forni part of the st2lUtory financial statements Page 5