The Stoker Charitable Foundation 

Trustees Report for the year ended 31 March 2025 

Assets 

On 23 March 2021 Mr P J Stoker transferred 15500 Bellway PLC Ordinary shares into the Charity. These had a value of £541,260.00.During the year 5000 Bellway PLC shares were sold realising £165325.60 .The sale resulted in a small loss of £9274.40. The Proceeds are deposited in an interest bearing account. 

Activity in the Year 

During the year ended 31 March 2025 dividends and interest received amounted to £8343.81 Investment Management fees of £493.09 and Accountancy fees of £600 were incurred. 

Donations during the year amounted to £6750 leaving a balance on income account for the year of £500.72. The balance on income account at 31 March 2025 was £45745.21. 

It is anticipated that a number of donations will be made in the year endeing31 March 2026. 

P J Stoker 



The Stoker Charitable Foundation Accounts to 31 March 2025 

|aritable Foundaton<br>1 March 2025|||
|---|---|---|
||31-Mar-25|2024|
||£|£|
|Capital Account|531985.6|541260|
|Income account|45,745.21|45244|
|Accruals|600|500|
|Total|578330.81|587004|
|Represented BY:|||
|Investments|366660|541260|
|Balance held at Brewin Dolphin|195010.49|21834|
|Balance at Barclays Bank|16660.32|23910|
|Total|578330.81|587004|
|Income Account|||
|Dividends|6470|21700|
|Interest|1873.81|417|
|Total|8343.81|22117|
|Less: Portolio Management fees|-493.09|-1745|
|Accountancy Fees|-600|-500|
|Donatons|-6750|-2000|
|Total|500.72|17872|
|Donatons:|||
|St Oswald's|6250|1000|
|Hexham Junior Football Club|500|250|
|McMillan Nurses|0|250|
|Crackajack|0|500|





Total
6750
2000