REPORT OFTHE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 LEGALAND ADMINISTRATIVE DETAILS Charity Name: JOHN LEE CHARITABLE FOUNDATION Charity Registration Number". 1209636 Date of Formation.. 16 August 2024 Principal Office: Coombe Barton Shobrooke Crediton Devon EX171BS Trustees The Trustees who served duringthe period are as follows- Matthew Crooke John Lee OBEL)L Victoria Leeming Peter Morris Joanna Robson Bankers National Westminster Bank plc 250 Bishopsgate London EC2M 4AA Solicitors Tozers LLP Broadwalk House Southernhay West Exeter EX11UA
STRUCTURE, GOVERNANCE AND MANAGEMENT Coverning Document The Charity is CIO - FOUNDATION as set out in its Governing Document Trustees The Trustees are as listed and have managèd and administered the Charity since inception. All Trustees give their time voluntarily and received no benef its f rom the charity. OBJECTS AND ACTIVITIES 11 To advance in life and help young people. in particular those living in rural communities. by assisting in the provision of- IA) support and activities which develop their skills, capacities and capabilities, self-reliance and individual responsibilities to enable them to participate in society as mature, caring and responsible individuals; and IBI, recreational and leisure time activities provided in the interest ot SOCI81 welfare, designed to improve their conditions of life. and121 to turther sunh other purposes which are charitable according to the laws of England and Wales lin particular, but not exclusively, for the benef it of people in Devon) as the charity trustees see fit f rom time to time. Achievement The charity, being newlyformed did not make anyfinancial donations. FINANCIAL REVIEW The charity received 220,005 income in the financial period. principally as donations. Total expenditure was £nil. At the year end, the charity held £20,005 in bank accounts and cash deposits. Principal Funding Source The principal funding source for the charity are donations. Investment Pollcv The trustees have agreed that their priority is to grow the charitable fund. Ralated Party Transations There have been no re18ted p8rtytransactions. Sateguardlng There are no safeguarding issues that affect this charity.
JOHN LEE CHARITABLE FOUNDATION-A r8gist8rod charity in England and Wales (number 1209636) Donation £20,005.00 Grants £ 0.00 Interest Charity Expenses Total £20,005.00 Total £. 0.00 Balance at bank- current account liquidity manager No. 72695765 No. 72695773 5.00 Total £20.005.00 Approved bythe trustees on John Lee 1atthew Crooke Victoria Leeming Peter Morris Joanna Robson
CHARITY COMMISSION FOR ENGLAND AND WALES Ind8p8nd8nt 8xaminerfs rnporton the accounts R•portto th• £ia ttr4 Le6 C41AQil46L£ f¢4)t Ticrl On accounts forthe y••r •ndod ZI &)25 Charfty no Ilf iny) 1209636 R••w¢lkn Tho thorlvs tru8t888 are ro•PQThitJlo ft>rthe weparalion ofth6 alOUnt8. r•pon¥lblllUo• of The tarty'S tTusl••• con•vJ•r that an Ait i• not requirod for thls yeAr tru¥t••s •x•min•r unth ion 144 of the Charfts'es Ad 2011 {Ihe Charits'es Act) and that an ind•Fnd•rrt 0XannatIOnls ft18 my Ye4porritxlity to.. examino the aclion 145 of fhè Chrilie• Acl, to folkyw the pro<durn8 laid down in tho gerornl Diro¢lion8 grven by the Charlty CommlMloft (urthr 88On 145(5Xb> ofthe Charlties Act, and tg 8tate #ther particular mattern havtr com8 lo my attenllon. Ba•ls o( knthp•Trt My 81r(lOn Twas txrt in x¥)rdarrn with gwthal DIrKI1(S examlngts statem by the Charfty Cornmh. An OxamwlOn IndJdo9 a mtthv of the a4nItrO rn¢))rd8 keirt by the tharfty and a LX)mpaii80n of the a¢Unts tmth those reLords. It al Indud8s consid8ratic of any unuw itoms or di8dogures in tho 4Kcourrt•, •eeking eXplatIonS from tr trusteeo nCernIng 8uth matter8. The prc(knres tsndertaken do nrA PIDwde all the 84ld8nc8 thAt would be requlr&l in audit, and no opinion18 to whethwthe ac{xnts pre8ent a and fairf hryew th• rèpth11• to tho•e nxtters 8at in the Indopend•nt In 7Alth my &wMnitin, no fft•rf81 mattarn have o)me to my examlnefs 8tat•m•nt attentlon which giv•• rm cau80 ts) that In. any material resFeCt'. 8£courn9 rocord8 TA•r• not k•pt In ocuNlar¥> wllh sadlon 130 of thè Chartiias Act or acc4Junts do thx*) wlth th? •axxAnling rg(wd8 I hav• com• •crc88 nD other mAtt•r8 In (x)nrth wllh th• •xaminalion to wtich attonlKM should dwn in dOrt0 able 8 pYop¢r ur#JorBtandlNJ offv 8¢wnts to bo roach•d. R•bvant prnf•Mlonal quallllcatlonlsl o,. (Ifanyl". Addr•s: )INtcrn LAknJP4 ft7