THE CHRISTOPHER LOMAS CHARITABLE TRu¥r Registered Charity no 1159453 Accounts for the year ended 05 April 2025 THE CHRISTOPHER LOMAS CHARITABLE TRUST Regi5teied Charity no 1159453 Tru5tee5 Mr C J Loma5 Mr S Pallister Address Boyce'5 Building 40-42 Regent street ClSfton Brlsiol BS84HU Accountants Lawes & Co Boyce's Building 43 Regent street Clifton Bristol BS8 4HU Banker5 HSBC Bank PLC 6 Old Chur¢h Road aevedon North Somer5et BS216NA THE CHRISTOPHER LOMAS CHARITABLE TRUST Registered Chafity no 1159453 Index Annual Report of the Tru5t2es Independenl Examiner's RepoTt Statemént of Financial A¢tfvitie5 Balance Sheet Notes to the Accounts THE CHRISTOPHER LOMA5 CHAR¥fABLE TRUST Re8lStered Charity no 1159453 Annltal Report of the Trustees For the year ended 5th April 202S The Trustees present their report with the financial statements of the charity for the year ended 5 April 2025. The Trustees have adopted the provisions of Accounting and reporting by Charities.. Statement of Recommended Practice applicable to charities prepaiin8 their accounts in accordance with the Financial Reporting Standard applicable in the UK and REpublic of Ireland IFRS 102lleffective l January 20191. PTincl al Office of the Charit Boyce's Buildin& Regent street. Clifton. Bristol, 8S8 4HU Trustee5 Trustees who have Served throughout thè year and continue to be Trustees are as follows.. Mi C J Lomas Mr S PallÈster Governin document The Charity is governed by a trust deed dated 26 September 2012. The Charity was registered as a charity by the Charity Commi5slon on 2 December 2014. Ob'ertiVe5 and oses The Trustees of the Charity hold rhe Income and c3Pltal of the Charity to 1%5e or apply the same for such exclusively tharitable object5 in any part of the world a5 the trustees may in their di5tretion think fit. The Charity will provide cash grants to charit8ble organi5ations, as well as consider providing other forms of financial support, focugin8 upon healthlhe31thcare and amateur sport charities, as well as charitable organisations in other sectors. It supports charities in particular on a local Bristol area basis and South-west of Engl3nd/Bristol/Glouce5ter5hire regional basis, a5 well as supporting at a nationallinteinational level. Public Benefit The trustees cctrnfimi that they have complied wlth the duly in section 4 of the charities Att 2022 to have regard to guldance on public benefit published by the Commission. Review of the earfs activlties acheivement5 Oursng the period the charity made onp charitable donation and Ès CUTTently accumulating funds with a view to making grants to support ils charitable actlvities. During the pefiod, the charity received a total of EIOO,OCQ12024- £IOO,OQOl in donations. Reserves The trustees have an agreed reserves pollcy with a minimum of £50,000 to be retained in114uid funds. Trustees res On5ibilitie5 in relation to the accounts Charity law requires the tFU5tees to prepare a ieceipts and payments account and a statement of liabilities for each financial year. In addition. the trustees are responsible fDr keepiii8 proper accountin8 records which are sufficient to show and explain the CharitV'5 transactions and to disclose with reason3ble accuracy at any time the financial position ol the Charity, They are a150 re5ptsnsible for safeguarding the assets of the Charity and hence fc>r taking all reasonable steps for the prevention and detectlon of fraud and othei irregularities. Inde endent exami efs Lawes & Co have expressed their willingness lo continue in office, and accordingly a motion to reappoint them will be put to the trustees at their next meeting, The5@ 3ccount were approved by the trustees, eir behalf by-. and signed on CILO as Truste Indepéndent Eyaminerfs Report to the Trustees THE CHRISTOPHER LOMAS CHARITABLE TRUST We report to the t¥ustee5 on the examination of the account5 for The Christophei Lomas Charitable Trust for the year ended 5 April 2025, which are set out on p2ges 4 to 6. Respective re5ponsibilitles of trustees and examinér The charity'5 trustees are responsible fo¥ the preparation of the accounts. The charity's trustee5 consider that 3n audit Is not requir@d for this year (under section 144121 of the Charities Act 2022 (the 2022 Actll and that a independent p.xamin3tion is needed. It is my responsibility to.. examine the accounts under section 145 of the 2022 Act to follow the procedures laid down ir¢ the general Directions given by the Charity Commission lunder section 145151 Ibl trf the 2022 Actl,. and to state whether particular matter5 have come to our attention. Basls ot an Independent examlner's report Our examin3tion was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of rhe account5 presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and Seeking explanations frorn the trustees concerning such matter5. The procedure5 undertaken do not provide 311 the evidence that would be required in an audit and, consequently no opiniotE is given as to whether the account5 present a'lrue and fair, view and the report is limited io those matlers set out in the statement below. Independent examinerfs slatement I have no concerns and have come acr055 no other matters in collnection 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. which elves me reasonable cause to believe that 111, any material respect. the requirements to keep accounting record5 in accordan￿ with section 130 of the 2022 Act, to prepare accounts which acwrd with the accounting records and comply with the accounting requirefflent5 ol the 2022 Act have not been met,. or that the statement of account does not compty with any requirements c>f regulation 3 of the Charity (Accounts and Reports) Regulation 2008, except the requiremen15 specifled in paragraph l of part 111 of schedule I to those Re&uldtions,' or 2. to which. in our opinion. attention should be drawn in ordèr to enable a pioper understanding Df the accounis to be reached. Lawes & Co. UK Limited 8oyce'5 Buildin& Regent street, Clifton, Bristol BS8 4HU Dated THE CHRISTOPHER LOMA5CHARITABLETRUST statement of Financial Activlties for the year ended 5th April 2025 Notes 202S 2024 Unrestrictod Unrestricted Incoming resources unr￿triCted donations and gifts Restricted don3lions Investment Income Investment capital movement loo,000 loo,000 37,172 14,2891 31,006 27,239 Total Incornlng resources 132,883 158,245 Resources expended Charitable activities Govern3nce cost5 2,000 18A57 5,0 16,645 Total resource5 expended 20.857 21.645 Net ineomlngjloutgolngl resources 112,026 136.600 Total funds bought forward 1,391,076 1,254,476 Total funds carried forward 1,503,102 1,391,076 THE CHRISTOPHER LOMAS CHARITABLE TRUST Balance Sheet as at 5th April 202S 2025 2024 Unrestricted Funds Unrestrirted Funds Notes Fixed Assét Investment Investment portfDIio 1,038,132 1,149,405 Current assets Debtors 200,368 270,772 loo,000 146,651 Cash at bank and in hand Total current assets 471,140 246,651 cr￿[torS Due withln one year Accrua15 6,170 4,980 Net Assets 1.503,102 1,391,076 Represented by Restricted fund Unrèstricted fund 1.503,102 1,503,102 1,391,076 1,391.075 Approved by the Trustees on and slgned on their behalf by.. C J Lomas THE CHRISTOPHER IOMAS CHARITABLE TRUST Notes to the account5 for the year ended 5th Aprll 2025 l Basis of prèparation The financia5 statements ol the chaTlty, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP IFRS 1021 'Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Irg13r*d IFRS 1021 leffoctive l January 20151,, Finallcial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland, and the charities Aci 2022. The financsal statements have been prepared under the historical cost convelltion. l Taxation The charity is exempt from tax on it5 charitable activltles. 2025 202 2 Donations and glfts Donations loo,000 Restrlcted Donations ioo,ooo loo,000 3 Investment income Dividends 21.726 14,312 1.134 37,172 20,682 9,241 1,083 31,006 Interest Property incorne 4 Investment Capital movement Capital galn/lLossl on dlsposal of investments Movement on Market value of investment5 1,077 15,3661 14,2891 119.7451 46,984 27.239 5 Charitablè expenditure Grants to.. A Cohoon 2,000 2,000 5.000 5,000 THE CHRISTOPHER LOMAS CHARITABLETRU Notes to the accounts for the period ended 5th April 2025 Icontinuedl 2025 2024 6 Governance costs Independent ex3minerfs fee Stock Broker's Fees Legal & Professional fees Bank charges 2,100 10,095 6.310 352 1.920 8,913 5,632 180 18,857 7 Debtors Donat%ons 200,368 loo,000 Dividends 200,368 loo,000 8 Accruals lTrdEpendent examinerfs fee Stock Broker's Fee Donation5 1,920 2,250 2.000 6.170 3,480 1,500 4,980 9 Transartions wlth Trustees and other connected persons The Trustees received nD remuneration or other benefit in the year. 10 Restricted donatlons The Charity received no restricted donations from other donors. 11 Trustees, remuneration and benefit There were not trustees, remuneration or other benelits for the year ended S April 2025. 12 Trustees, expenses There wer@ r40 trustees, expenses paid for the year ended 5 April 2025.