HETR
SAN
INAIICJAL STAYEMENfs FOR TIIE PERIOD
B&EBY
TABLE
ST
Wright Vi8arLitllÉtsJ
StstthryAuditor
15 Newlwd
Liti¢tsJtt
Lwi IXQ

MJ BKEBYCHARITAHLE TRUST
rE
NANC
THE PERIO 27A
CLSTW4
TEM
APRIL 21
R¢portofthe Th￿te&S
I to3
Rewiof th¢JndtiKndcnlAuditors
4th6
Statem¢ffiorFina￿i&F Activit￿9
Balon¢e
C¥sh FI{￿ Sts¢rm¢Jrt
io
Nottt tothe fin￿¢1•7
11kn14
D¢tsild Statem￿￿ of Fin￿cL*l AthitieB
15

J BEEBY C
BLE TRUS
POR
R THK PERI
TRUST
The bwlets P[tr￿t thcir rtp(rt with the fuwn¢ia] 5tal¢mats of th¢ ¢knrity f¢r th¢ p¢rnd to 5 April 2025. The
baYcAdoptd theprovi5il>t15 of Ateountin8 and by Cknitles.. Statem¢n¢ of Re￿Mm¢nded Prndiitappll￿je
to charitie% ryep8rinB their aecounts ta aCC4)r￿ with the Finanoiai Repirting Sthna￿ &pp]i¢4bl¢ ul th¢ UK
lierMJblicof Iretaod (FR8 IIY2) (effe4tive I J•uary 20191.
Thefi￿￿nl7wIStaIemaJtsb1v¢be￿pr￿wd in4￿J[￿￿(cW1th thEwwuntin8wlic3¢sse4outinth¢notestothea¢eoutsts
and complywith the ￿arity'S governin8 documeni the (Mti¢5Act 21Jll AwUThti￿g attd by Ch8rtties'.
Stst¢m•rt of Re4)Th￿ Praeii¢o appAiLYble to ¢harilT¢S pr¢p&rityg tknir a¢(•t￿￿ in w)rd&n¢e with thc Fin8D¢ia
Re￿rtthB StsDdard &pplioblein the UK Rewblic of 1relat￿￿bI1thd in (klob¢r2019.
ERKNCE AND ADMINISTRA TIVE DETAIIS
1209755
PEIDtlpal 8ddreM
NollinBbam
NDryingh8mshir¢
NGI 4JA
Ir D P Grove3 IFCA)- ￿p￿]nt￿ 27.Q&2024
MrRH Bt£by- IppDint•d 27.082024
MTTR B#by- app)ith127.082024
Auditors
Wright VigarlJmi*d
Statytory Auditor
Mortots House
12 Appl¢ton Oaic
NG24 IJY
Solidtors
Ashton Bond Gi¥g
13 Cosdebridse OtrKe Village
Nottin418
NG7 IUT
29Arknwum Street
N¢ttittgham
NGI 4JA
B*bkers
CAF Bonk Ltd
25 Klligs Hill
Wtst Mallln
Kent
ME19 4JQ
STRUCTURE. COVERNAf4cE AI¥D MANAGEMENT
G•vern￿￿￿tum¢llt
The Gharity is ¢c4)twlkdby itsgovernin8 doc4Th<ni s dttd 0ftr￿4 and &)n￿l¢￿t¥ #D unin¢mx>T¥i¢ddwity.
Chsrfty C•tsstitudoM
Th¢ Cb8rity LYe&ted wider a tryst deed rtgtsrered Thith thecharity eommis8ion on 27 Aw2O24.

MJB
ABLE TR
ST
RE
FOR THE P
RE TRUS
RIQ.D 27 AUGUST 2￿4 TO S APRIL 2025
STRucrUR￿ COVERNANCI AND MANAGEMENT
New tTUgtees ar¢#ptx)it)ted by with the aBre*mthl of the conlirn¥in& IrJJsteeB in &￿Ut£1￿￿d10n.
Therc aLx¢urrentiy dvee t￿￿￿￿9Verseeth¢ aC￿ti￿8. rn8k3￿ recoTd krn •ndrutitiittEof thtclthrity.
Th¢tru*e4s makc ￿￿10￿5 joirtty.
Ili9kJB•MaV4nent
ThetrnstK5haveftduty to idthify4ndreviewthe ii8kstowhichthe cTrArity isw¢dwdtO¢WBpptiPm* conttDIs
ave ITh plate to prDvidr rta50Tr4ble8s8won￿ ag¥ir* ¢ttty.
0￿￿CTIvEs Af4DAcrivrriLS
ObJ¢etivts amd aim¥
The ckniiy tnJst￿s st￿11 py or AM)ly illcome of th¢ fund ty) such chuitics or for su¢h ¢haritsbl¢ pwpoxs As th¢
chwity trus¢¢e4 think ftL
51pl&ant acllvllley
The awardingof grants andth¢8eLernt¥)nof knytstsncnt1nt￿WwiI[ trKlh¢ChaTidrs maill8raivity.Nogrant8 have been
awBrthd ￿ thi5 initial pwwxL
Grant DJaklD8
The Chwtty xims to mak¢ th8rltsble rns of betw￿ £20.0(Ml £50.0(rt) rw 8thum kn br frun in￿lle
g¢Dev&t•J capitd hdd.
Publk beDedt
The Trusiets av¢ Riwwe thatthey must £¥ry oll the ¢hariils a¢tiviti¢s forlhe pvblic b￿ertI 8nd Ihat must r4y due
r¢8ard to the 8uidanG¢on th¢p￿Ill¢ bEncfit issueJ by th¢Th¥ity Commi￿]0￿.
ACHIEVEMENT ANDPERFO]IMANCE
r.kATltsbltacllvld¥
This i$ the ]nltial wrtiThA rKri0￿ th¢ •¢tivilies have beety foc4Kd ¢￿ablIShIng ¢PrniDg bw
Accounts 4t￿ receiving the initial logAcy tQ8ethc( ￿7th forthe Jkn ¢h•Jitable gT5ftts￿be mad¢.
A¢¢lvltles
Th¢ charity dwfrotcalry Ihit f￿￿Tal9￿8 ?divitie4.
IDve&themt perfoTThats¢¢
Thc Inv¢sthLeni propul1￿ *e not slxbwinB Elly on itiv&8tmeM h) this ]nltio] peEiod dllt to SI￿1￿￿￿ repirn lo
bring thttn to st￿￿￿￿. Tntstett seek to 8¢hlev¢ a r¢tum of 4%- 5% goi￿ foTh¥AYd on Investsnait ProFvti&% and
JnveSlrn￿ty.
FINANCIAL REVIEW
Rwerve8
The tr¥a&S b8ve r¢SolV￿ to m8int8in the loyei ofres¢tyes at the value orth¢ initlal tw of £1.952JIO 411oMYnB for
flUe￿atiOns In th¢ inv¢5tsnetttmathL Theresttvesar¢ unr¢5tri¢t•J
Jn th¢ uiiligl period yetup Costs hE4v¢r¢dwedthelevel of r￿￿¥t$10 Wowthe ittitlal legaGy, th¢truS￿e4￿5ideTrI this
ry]I bea temtA)rAry posith)IL
PrknCIp￿ fib*dlwgsMr¢
Th¢ wincipdl fuftdin$ Is invejknent ltscom

THE
27
T05
IF4ANCIAL REVIEW
Invejtmvnt PDlky #Dd oblelt
The fittI￿la1 obj¢ctive of the thaTity ￿ to at least TtthtsiTr th¢ rtal vslue of awr¥ whilst genuatiJ8 & Stabl¢ and
Ydurn tofuttd 8Rn¢ m8king. Th¢TTUSWS seek to achl¢v¢ areth￿ of 4* 5% whilstmai0￿￿￿llB capithl. At
J a8gr¢gAt¢ level theoverall Nrtfolio risk sh(￿Id be SoclaL onv1rau)y￿ #hlcAI &¥)ttsithtsws we llot
takffl inlo
ThF fin£Th¢ial obieL#iveB of th￿lty iy to at le&%t m4itithin the rt81 vakn of whilst sffleming a Mbl¢ and
aitiabkrdurn ￿ f￿￿sTa￿l makln& The Ch￿lty aimstomake8rnnts of bdw¢Effi £20,oc￿ ADd £JO.ONJ to
TRUSTEES RwONSIBlL￿ STATEMKNT
The trusts￿ art rwJ81ble fpr prcp9rtD8 thc Rwt orth¢ Trltstres and the fmallcl￿ in 8ccorthce with
8ppli£ebl¢ lawand Unitrd Kim8domAmntin8 StsttdArds OJnitsa Kln8dDrn Gthtlaily A• ACLy￿￿ting Prnctic¢l
Th¢lwapp]i(¥bktod)BritscsinEo8laDd gjkfWth4thBChariliegAd2O11,(￿KJty{Acom￿ts1rtdRe￿lts)Re8UIdI11is
2008 FWVi81oD¥ of trutst drfd Nuiru th¢ trustet8 to prtpfjre ststem¢nts for fift8n¢ial year
give 8 true attd fBir ￿tW of the 5tat¢ of ityairs of tt* ¢h8rity and of the iJJcattth8 Tcsaurtts Thl BpPli¢￿1OD of
eot sJitabl¢•cLX)llDtin8 pllcle8 ￿￿the￿ y]y th¢m
obseLveth¢ methods wiNiple5 in th¢ Chsrity SORP.
Prq￿r f￿￿¢18] statC4n¢Ats on thegoinB t•lswil￿ 1¢ J8 h)0pmA#e￿ PTam¢th*t the thrity
wli I cothtlDuc ill ￿￿ne$&
The trust¢¢5 ore LfSFwble forke¢pingrknw a(*¥xmpn8 w]rfth dis¢h* with rewnAble aowrncy at4Dy thne
the ffill8ncial N)sition of the 14wity w)d to enable theTn to en5ur¢ that the fillanc￿l siatemenL8 comply with theChaTiti
A¢t 2011. th¢ Chorily IA(ewnts a]Ml Rwrts) R¢8ulatl(ms 21118 ottd th¢ PDvlsffions 4)f the tNst dccd. They arc al&)
gw&iblefor5algguHr<litt8theasset$Qfthechatily8ndh￿fOr￿Sr￿￿M3bk5tCFGfoFlh¢rmCYuItiODS￿ldtteCÈlThI
of fr•ud and tJther tm8ulariti&%.
Aprmved by ordvoftheixsHrd of tn￿9 Oll-. -
. 4¥ L:..K...ts. ATh1 swKd OTh ltsbthlfby.
R H Becby. TnL4tee

REPORT OFTHE INDEPEf4DENT AIIDJTO
MJBEBBYC
TABLE TRUST
ryy) THE TRU
ÈSOF
OpitiloD
We h*v¢ w¢jI￿ the firmdoj stgtane4ts of MidJ*J Jphn B¢¢by ch￿l￿]e Th￿1 {th¢'cb¥rity')forthe P¢Tiod 5
April which comJxisethtSlo¢ementof FIF￿￿¢10] Acttvitie4 IheBa]ortce Sh*(theC4sh Flow St&tttnellt*Trd notesto Ibe
(tiwiaj sts(Ements, includi08 siBnif*atti ￿)untIng policigs. Th¢fioaDcial repo￿￿¥ fr￿A¢WOrk thathas been oppii¥l
' therpTfPWatiorL i54ppli¢8bl¢ lawand Unit¢41 Kiti8dmAoJ)un17n8 stsrEd￿￿s inciudinBFtn4tttsi81 R¢r￿ing Styldard
I02Th¢Finan¢ia]R￿0rtlJBs￿oardSpp1]cab1ti￿ theUKÈttdRepllbli¢DflTtl*nd￿nIItyJKin8a0￿ (Irn¢r8llyAcc4*ed
A¢￿ting Pra￿).
lftouropillion the fllJaRciaE wemots:
8fv¢ 8 Irue and fAiTviewof the $191eof thethwity'8 affdts As at 5 Awil 202J. and of its in(omin8r¢sour¢¢5 and
appli<*ion of resouTC4 tn¢ludin8 inty)m¢ ond exJThditwe, fortheyearthMthJe4"
have be￿ properly wq)urtrJ in w￿rI1￿￿1b Utsit&l Kinsdom Arwicd Ar¢X>uniinEP￿tsl%.
have be￿ PT¢pgwd in a¢¢Nd￿ Hryth therapiY¢m¢ntsof th¢ (hwiti49Act 2011.
B￿15 fwWDiOJI
W¢ wnduthy ijur audit ID accorthee with International Stand*ds on Auditi￿ (UK} IISAs{UK)} gtjd appliE&bl¢ law.
OurT¢¥Ewsibilitirsuttd¢r th08t￿￿darthare fifftherdescziw in thr audttorr44p)Dsibiliti¢s fortheaudilof th¢ fjnwfftll
stat¢rnEnts S￿li0￿ of wr Tel￿ W¢ 1Ndq￿d￿jIOr thc cbBrity in aLwrdttw¢ with the ¢thical r4UiT¢D)ents that are
levfynt to ¢)Ur￿￿111 of th¢ fi￿￿￿¢1￿1 st&*ments in the UK. includitt8 the FRL'S Ethi¢sJ Starthrf alld ￿h&ve fUlf￿1¢d
our olher ¢thi¢al rwjbilities wlth thpse requirrrtt¢nts. We tr*]iev¢ audil ¢viduK¢ w¢ have
obt&in&J is suffiuent awl &ppN>pri4* ttFyYowideabBsts forour opinKm.
Co•tlN3loHi rt18tkng t• golBg
I￿ audiUn¥ the finwjcigl $tstemoTJts, we havewn¢lwigJ thatth¢tru*rts' ofth¢80ing b￿18￿r aceountsDB ill
the PTVf&iOJhof IhefuJaDcÉal slaiEmenlsi$ 6iwiDpriale.
B*3ed on th¢ welwc p￿form¢4 w¢have*ot IdMtllIrd any material ￿¢<I&5￿tiesYe1?d￿f06Vellts Or￿￿1t￿onS
thaL illdivithally ov collertivdy, JnEy casl si￿j￿¢￿￿t doubt ott thc ¢httrity'S abi]lty ¢0 continur as • A01￿ConCern for a
of at1¢85ttwelv¢ mollths from*thenthc fm*)¢id siathcnts ar¢ •uthoris¢d for issue.
O&r WDElbi￿tiU aJd th¢ W8p)￿]￿ul1l¢s of the trn4ttcs with to SQill8 eoncaD ar¢ thxrlb￿ LL th¢ ttl¢v4nt
S￿OnS ofthis rq
Other
Theotherinformalion oxnprisestheinfortnatii)th includ￿ in th¢trustet8'annuai re￿0th¢rth￿nthefjJ1nd￿I staternr
and our auditor's rwrt th¢twI. Th¢ trustt¢5 4Ye rwibk for the oth¢r Intorm8li(¥n. OUT Opinton on the fij￿01￿1
$ts¢¢mer*t& dues not¢overth£ other information alld we &b Mt ¢%Frns any form of ￿sur￿ ¢Dn¢lusion th¢rg
Ourwnsil)ilLIy 15 lo refyd th¢ oth¢r infomwtion rf in (bittg 50, wn•dcr whether th¢c4her in(otmatioD m&teayhJly
in¢ottsbst¢nt iyilh th¢financi81 st￿¢M￿ orow kLowledg¢¢btsined ill d*wur¥eoftk¢audit orotherwiJey¢¥rs to be
matetilllly misst8td. If w¢ idffldfy swh mater￿1 1tKxnsi5ta￿I￿ or 8ppgiriit m¢terioJ 4¥e aTe required to
Ik¢fflminewh&th¢r thi8 giv¢5 aTDkt¥iNI rn18srat￿Enf ill Ib¢ finAttcial StEkntr￿thernsdV￿8. If, b￿do￿thewor￿
wc hRveperfarnie4 we thai ttwe is aDHt¢ri&l misstaiemuAiilthi5thinfomtion, [t￿red toryrt
We b8V8 t￿thi￿stole￿ft iti thi$reBa
Ma¢l¢ys•n Mthlth we¥re ryulr•d to r¢port byueepllo
We have llothing to r¢1￿ in resp￿t of the folfviT4 m&llrys iii rdHtion to whlch th¢ Charitsw (Atcovnts R¢port8)
R¢8ul&ilots$ 2008 Tqwrtusioieport to you if, ouropittion:
the iDforn)atioD 8iY¢n in the IDJsltts' r¢pDrt is inLvndst•)t in any m#tsi8Tr rewL with th¢ finAD¢iaJ aaten
or
suffici&rt aLwurtkng r￿d$have notE¢¢ll kepÈ or
th¢ fimatKi41 stttments 8r¢ not in agreartentmryth the 8cww)lin8 recLYd4 or
w¢h$venorr¢ceived 811 the infomiition ano Cylan￿On8 werequiT¢ fw ow audiL
Raponyl￿1tlej of tr￿te¢S
A$ eyplwin¢d moFe twly in the truste¢s' reyn5ibiliiie5 Statanmi them]5tees 2r¢ T¥sfA)fisTblt for the rrtPArntiorJ of the
rwattdal ststements forbE4tLg sati*l¢d that ￿ve a we and hir vi¢w. attdfor￿ in*rnat &￿trol &8 thEtrUStees
is newary toen4bleth¢prqW￿i0n of an0wi￿statern￿ts thHt£re free from ￿￿et]￿lmI$¥xlUI1en￿Whe¢￿&r
thLe to fraudor etrnr.

REPORTOFTHE tNDEPENDENT AUDTfoRS TO
MJ
EBY
LE
TRUSITE
of trusteey
Inpreparm8 thB f][w￿JaI 5ratellM￿ the rNst¢¢s ar¢FwnEible tr B5%wngthE tharity'sability ioMMinuea8
oJn¢rydisc105in& a5applic4ble.matl¢rsrela￿tO goi[￿￿onC￿n3nd usin8the8oins￿C¢M￿sl5Of￿Unl
thc ffiisteeE eitlKr intL*d to liquidatr th¢¢hthty or to ce4se owatlorn￿0rhèVe no nal1sti¢#ttttwiveb￿ kb do so.
Audltor relpDD￿bIIIII￿ forth¢ •udtt ofthe rtatsth¢D¢J
W¢ h4v¢ iKert BmX)inted￿4U￿itot￿￿dLY 5￿tI￿n 144 of theChriti¢sA¢t2011 jwt1Tra￿r￿¢YwJtb thEA¢taftd
r¢kvAnt r￿Ul￿10￿$m￿or￿V1tt8 efftyAthvrcund¢r.
(hJrobjectiVtsEreloobtainr¢￿&￿l¢￿Wlan￿abOUl￿l)&b￿th¢fittanCi￿ stswm¢ntsssawhok 8T¢fr¢¢from m*ial
ml&st8ttmcnL whethtr due to frnud or ¢mY. ond ￿ i$5UC WJ ouditoPs retth that indudes ovr opininn. Re￿nable
asyJraThce Li * high l¢vd of ￿￿r￿J)¢￿ but 1$ 8 8twaLte¢thaÈ Èlldit eonductyj in awdatt¢e with ISAs(UKI will
wBys detect a rnatcrial mlsstatement it exists. Misstat¢m¢nts wi &t￿t fY(dn fraud or error Bnd Brt rotsider&l
mAtrri￿ bf, ittdividually or tn as8￿9￿. Ih¢y wuld ¢K￿l￿ to inllu¢DCe the ￿0]I￿n￿¢ thisioJJs of
U5t45tthn Iheb8sis of tinattciaF statancnts.
The ext£nttD our StE￿￿bl¢0f dd¢¢iknR trwlaritte4 in¢Judhwfraud is de￿I￿1￿10w'.
(kn is wrforn￿ ￿ includ¢ •JJ a5￿￿)￿t of the s•Trillty of tbe Mtit)e$ finwi¥l staternrnts to mEtwial
rniSSthkn¢nL N￿lUding the Owin8 to the inhemt limiwions of an 4aail, th¢r¢ is an unavot&blt rtth that
material mi8siateD7¢Dt8 ill the finall¢ial 5t4i¢méihts MAY det¢t*4 ¢￿ though thE Rud51 is prowfly aTrJ
ID ￿&￿Tag]￿￿1ththe ISA5 (UK).
BeL*￿SE of the in1￿￿ limitstioL8 of an is 8 ri* that we wryll J￿( ddeci all irT¢8uJarilt¢& including tl
l￿dIng to &mai¢rial miss4at¢m¢4itinthe financi￿ ￿en￿tr ornon-(¥)mpliotscewith regulatiOJL Ihi$risk 7n¢reB￿th2
more th4¢ compliance with 4 l&w or reguJ*ion is rettmed frT)m the and tMwction8 refieL*ed kn th¢ fJDAttciAI
statements. as wt will be less Itk¢ty tct b￿0￿¢ owqr¢of instin¢es of mn%¥)rnpllw￿. The risk 15 8Jso re8ardin
i￿¢BUlarIti& occurring due to frA￿d raher than 17wr. 8$ fraud involve5 inLwJtiou4J ¢¥)nceatrlleni for8¢ry. wIIu510ts.
omission orrnisrtprcgtnt8tion.
As part of &n ￿]1 In ￿￿T￿an¢t with ISAS (UKI, -
sc4)tI￿sM thr￿g￿tthe audtl. W¢ a15Tr.'
l¢kn¢ify Sod w¢$s tht risk&of m¥t*iai of the rItMKi￿ stRteJnwrt4 Mtshcr due ￿ fraud or 6Ttor.
thsign aDd pttfc*m audit pr(wlurts r¢spDllSiVC lo Iho% ri¥k8. Ind obtsin wiJi¢ evithce that is 5yffia&Jt and
approprtats to prnvide a ￿S•S for ow opinion. The risk of deiecting a matsiaj misstarem¢nt T￿Y1th￿ fro
fiyud is hightrtban ltton¢ re5ultin8 error. frk]Ml Ttw involve collu5io4 forw, ÉDt¢ftitonal omknon4
misr¢F*¢Stntsti¢m4 orthe oveTridE of illtemaj o)ntrol.
Obtatn an wwJry5tRLdtng of in¢¢m41 L*ntroI TelevaDt ¢0 the audit th ordEr to d&%i8n au(bl proccth]reÉ that
appmpriatc in the ¢iramstanLW but Mt for the of ¢xprwing an opinion on tht ¢ffectivew of thc
th￿ty.5 int¢ynal La)JtroI.
Evatuate the OFPWAtene￿ of ￿Ning p)licie5 used and the ]tawJnablenw of aeownting ¢51impte9 8nd
tel￿ed￿lSe105llrr￿ mtde by the tsu51te5.
Conrlude on th¢ aFwpriateness Irfthe tr￿￿et￿, use of th¢ 8oyn8 coneem b84i8of ￿eDU￿tIll8 8n4 based ott the
audit evidgjce ol*airte4 material tm¢£rl•in¢y exists relotrd tct ¢v4)ts or condilions that Jlltty
siBttifiw¢doubton thocharity'5#bility to wjliiJ7ue&q asoinscottccm. If wceonoJudeth&ta matt￿￿ unctttsinry
EXi5t4 w¢aie Tequtr¢dtothawatta)tionin ouraudhor'srtyDntother¢latca di8c105wc$ inth¢ fiEwi¢iE] 5tstemeknts
or. if such disdosuT¢S are inodequat4 to ttK>dify our opinioJL Our ￿nLI￿lOn8 art b*¢d om the audit evidrn¢t
obtsl￿dUpt0thc1•te0fo￿dudJtor.$repOrt How¢ver. fv1U￿ev￿tsOtco￿dI￿Onsl￿ ¢4Use Ihetlwitytot*8se
tOL¥)ntinu¢48 1 so1￿¢0￿Ce￿
Evaluate present￿1￿4 stnouRAnd ojntem ofthe fm•noiAi statement4 irt¢ludln8 th¢ disr10$w￿ and
whethv th¥ ￿Tr￿cial sta￿l￿ts r¢pre*nt the undfftyhJ8 a￿d ¢Vf¥JtJ iti 4 a¢hi¢v¢g fa
prtsCntati￿k {1¢. Èivesa true ¥ndfairviewl.
W¢ th06¢ ¢har8ed wth WbVaL8ttte tewdin8y amffixvth￿￿atÈW& th¢ planned scopc arld tiffl￿￿ of
th¢ audii End si8nifKallt audil fmdinBS incluth8 8ny SI8n1f￿mt d¢fi¢ithcies in i]Jtern#l ¢orttro1 that ]d￿tify during
our#udiL
P¢g¢ 5

REPORT OF THE 1Th1>EPETrTrENT AUDfTOILSTO THE TRUSTELS OF
J BEEBY CHA
Use of rnport
This rq￿rt is made solety to the chwity'stru81¢es, 4 Ixvjy, in ￿￿Ord￿ with Pgrt 4 of the Clwili&8 (A¢£o￿ll￿ gttd
Rep)m) Re8u]a¢ions 2008. (hr audit wrt h&8 iEen vndert&k¢n so thot we tt)i81tt swe to th¢ ¢Jwyty's tru5tces t1￿￿¢
matt¢rs w¢aTe TwireAtO 5takto them iD an Audiknvs r¢prt st￿ forno other pu￿se. To Ibefull&8t¢xtrnt p¢nJitred
law, we do not ac<ot or as￿me re5pwsibiliiy to ￿yOne ithr tban the ch*ity tttsd the rj)￿lty.5 trUStet8as a Wy. f
our4uaitwork. for this T¢￿ri or fw th¢opiniim5Wth8vc fonn•t
Wrighi VI￿£1￿¥
Sli4uloryA•Oltor
ajarter￿A¢Countant9£￿d B￿lneS5AdylaQr5
15 N6wlHnd
LincLp]n
021021202E..
Pa#e 6

M J BEEBY CHARITAB
TRIJST
TATEMEThT OF FI ANCIALAC
VITJIS
R THEPERIOD 27 AUCUST2(b24 T
5 APRIL21b28
u￿r￿j¢ted
fvnd
Not¢s
INCOMING RL8OURCES
YV￿re¢S from eeurnt¢d fund•
Volvotary iDcom¢
Invests)L¢nt kn¢￿i¢
12Q7J14
Tot￿ IMtomkn8 résoiirt
1211135
RL80URCES EXPENDED
Costs ofgeMerAtIDgfu#ds
Irw¢stmo)t managerneDI tl
Ol*er r¢Jo•rv8 expended
14.431
Totsl
20.146
NET INCOMING R&SQURCES
I,J9J.989
GainsAo&ses ott Invc8lm¢nt
117731
Net Jnovemat ITr fun
lJ13.720
TOTAL FUNDS CARRIED FORWARD
1313 720
The notrs fomi ￿¢ of thesefirtg0¢i418t8tementB

TJA
nd
jDVqStm￿ts
Inv¢sknellts
Investsnent rKop7ty
33,518
1121783
1,155301
CURRENT A55ETS
134,336
cth ￿b￿l￿
164.482
CREDLTORS
Amowits falllm8 du6withinon¢y¢ar
io
(fj0031
CURRBNT ASSETS
15
TOTAL ASSETS ￿ CURRBT4r
LIABILITIK8
1313,720
NET ASSETS
FUNDS
utLTestTic￿l funds
TOTAL TUNDS
13.720
The w(¥e ap[￿V￿j by tTr* BoaTdof Th15tei8 on...............
IxhAlf by:
.. Dnowtre si￿J on its
D P QTtsve8-TTY
form FOrt Df thr5e 11t￿l¢l8} Mirments

ABLE TRU
7 AUGUST
SAPRIL21ris
Nothry
Net usb lllllow •perntiRiatdvltle•
1.067.192
Retvas on knvtytmtDts and #eAvW*8 of IIDWD¢E
pSt•l ¢xpertdlture •ttd J*•xdlll Investslrnt
(1.0370701
Ity¢r¢av In rAsb l* the wlod
Retonrlwott ofDet tlow to moveth¢Jbti
etdtbt
ush in the pE￿d
ch￿8¢ llj notdebt r&¥Jlting fn)m ￿¥h IIow5
MovemeDt I* Drt dtbt ID the perk
Netdebt wl 27A•yst
29.783
d•bt at S Aprll
Tb8 ty)trs foTrn P&rt of th¢5¢ ￿n￿¢]11 ual¢m￿ts

M J BEEBY
TRU
NOT
TO THE
wsrA
FOR THEPEIUOD 27 AUGUST2024 TO 5APRIL 2025
RECONCILIATIOPI OF fiRT INCOMING RESOURCLS TO NET CASH INFLOW VROM
OPE￿TING ACTIVITIES
N££ ini))mihgreww￿5
InterniTeÉxivtyJ
1.195.989
1161)
{134J36)
N¢t¢ath llllb)w op¢Th￿l¢tIVl￿
ANALYSIS OF CASH VLOWS FOR HEADINCS pIErrF￿ IN THK CASH FLOW STAIIMENT
R•t¥TD5 0th l•vutn¢Dts sen4cillg•f floont
Net caih knnow for retsTth& on IDV*tments servtthg of
C*plt4L exptRditiJre tlwthl IRveth•llt
(27,$70)
I l.OlO{X￿}
N¢ttath outnow ￿P1121 exp¢Allturegod Illl8Dtl#l fDvtStTh¢llt
1.037
ANALYSIS OF CHANGES IN NET PUNDS
At 27.8.24
Cash flow
Al 5.425
N¢te
CHsb ¢t bank
ov¢thlls
3Q146
363
30.146
Totsl
P•FIO

MJ BEBBY CHARITABLE TRIJST
STOTH
NCIAL ST
THE PEIUOD 27AUCUST2024 TO 5 APIIIL 2115
ACCOUNTJNC POLICIE8
Basis of PTewiDgtbe $18t#Mots
The fin4n¢i&l st*eMer￿ of the charity. whKh is • pthlic benefit entlLy umd¢r FRS 102, knc pKrATd in
a¢￿￿rt¢e with thE Ch￿Ill￿ SORP (FRS 102) 'Accountirtg •nd by Chorritses.. Stat￿*￿t of
omendedPra#]¢¢gpplic8b]¢io¢haritiespreWillgtheiraccountsitta¢tOTdanc¢wilhthc￿.l￿￿¢I#L R£r￿ing
s￿ndard spplscable in th¢ UK andRepublrEoflTcland IFRS 102}{¢tTedlv¢ l J8nu￿2o1￿y, Fi[￿la] Rwrtfftn8
Stand&rd 102 The Fu￿￿111 Rep)rting Sta￿jard appll¢able io the UK and Repvbli¢ of Itt18ttd' a￿3 tho Ch8riiies
Ac42011. Th¢fin8n¢i41 ststements hwebetrtpwared ￿d¢Ethe hist￿7￿1 conv¢ntiOn.withthc of
Dvcsrments whith are al ttwket valu4 &8modifid byth¢Tevaiuau¢nof<eAain
A¢¢ouDtln%
Thr fiDqnrial stat¢ments have Und￿ the hi5toric41 convtnliDn. with exeqrtion of
investtllentswhith¥r¢ indud¢Jalm*k¢tV￿¥￿aSMod1fi￿EbY￿¢YCVH]Uatjtyj of¢¢tsllJ L*Yts&nd ina¢cordan¢e
with the Flnaneial J<¢Fwtin8SEftndaTd for S￿￿1¢r ￿tkIeS (efferAiVe AFU 2008X th¢ {￿￿ltir5 Ad 2011 the
ofthe Statwllentof Retommvwjcd Pra¢li¢4 A¢tt4mting andRepYtingby ChthieB.
All illcorning r¢souw Bre in¢luded on th¢ st￿￿?)t of FinwiAI Adivitiu when the charity is k88]ty rntstied
to the inrAmi4 il is pmEobl¢li v￿ll be recziv¢d wjd the8mownteatTr bequ•ntifi¢d with reason8blt S￿￿¢Y.
Resourc£% expendtd
E￿nditUtt is AC{x)￿Qd for on gn aecrthdl$ bthsiy al￿ h&8 ¢1*55ifi￿ wjder h¢#dthB8 thatwrt8ot¢ al] COA
to the ￿tZg[)ry. Where co*s cH]u]ul b¢ dir¢ctly attritthed to pard¢ul8r beadingsthey ￿V¢be• dlocated
tu a¢tivilio#on a b&qis consi8icniwith th¢ ￿$¢ of resow#
AlIxxtl￿ &ppvrtitimtMt of wjts
The tx)*s ￿e allo￿1¢￿t0 tbe acaiviti¢s at the truths, F¢neAlMa￿ The mNin &tiYity i58￿£m*kIng.
yroperty
Inve￿ &1 m05tse¢¢ni v#hktL￿. Any 4weg&ts gurpjus or deficit arisi￿8 frorn cb8n8cs Ir¢
mwk¢lv8lue Is tr￿Sferred to attvaluatiliii r¢6eiv&
The dwity is exempttrjm tax on ltscharitsbl¢activlties.
F￿d 8tcourttbJ#
UnresirKawJ funds t8rt be vsed in a¢a*￿anc¢WItts thecjwitable obiedivE$at the di8crdion of th¢lryst¢e¥.
R¢stri¢ted fLmd5L¥rt only be used forparttculaTr&ylricltd p￿P}St$￿thiti the(￿]r￿ts0ftbe thwity. R&%tricliLB15
rise when srx¢ifi¢d by the ¢knor(r when fund4 ar¢rni5vA forparti¢ulw restric￿ purpD5ts.
Purth¥&xp]an*ioll of thenatt]TeaDdpurtM)scof ¢ach fijnd ts inGluKled In thertLW w th¢f￿an￿1￿
D¢btsts and ¢vrrernt MwbKllk5
Cash at B*nk
The Ch*rity hold8￿￿1¢￿t fimts ltt trrdttto tDE¢t Fts th0rt4erm CDnJmiknrnts &$ they fall ¢th.
Inv¢strAtNt5
Inve5[Th￿ts are initsdly at costOJLdsub5EqU¢tstly at fairy￿the ITnarketv&luEI atth¢bal￿ she&da¢
chang￿ aTe rwtsed in net in the siwmeni ofFin4n¢ifjJ Aclivities. All invcshxtnts 8r¢ held
prfm8rlLy for ￿ inve*nenlr¢ts¥n.
P48ell

J BEEBY CHARfFABLE TRiisr
AL
R THE PERIOD 17AIJG15ST 2024 TO
TS-CO
VOLUNTARY INCOME
Lewi
TIX Trlwmcd
1,185.841
INVESTMENT INCOME
ioi
INV£STMENT MANAGEMBNTCOSTS
M￿8&emen1P¢
1<24
SVPPORT COSTS
ij
TRiTSTELS' REMUNERATION AND BENEFITS
Thtye werew In￿¢¢& remunBrntfDAtt othcrbE*efitsforthe period Mded5 April 202S.
Tru#teB' expen4e5
TbeT¢wve rx) tsu5te#g exp￿ pid forthep¢Fiod ertdpj J ApTiI 2(J25.
Pose l2

LE TRUST
NOTESTOTHE FINANCIAL ST
FO
. PERIOD 27AU
ST2924 TO SAPR]L 20ts
UED
FIXED ASSET INVESTMENTS
L]￿e
Unlknted
InV￿￿1¢￿ts investDkmts
Tots]s
MARKET VALU
Additions
Revaluations
24,710
2,800
27J70
At 5 A￿1 2025
NET BOOKVALUE
At5 April 2025
That wereno h)ve61￿1￿cts0Utsid¢the UK.
INVESTMENTTROPERTY
MARKETVALUK
AddItions
R¢v•luotioL
1.010.(M)o
At 5 A￿1 21ris
NET BOOK VALVE
Al 5 April 2023
112) 783
The Prnpertiu 8tE held by the I￿￿t￿5 On txhslf of the Trn5L The lTrveslmui prcy¢rti¢s were revalu￿ at thc
b￿an￿¥ShEeL￿8te by thttN$tees USiDg wlieAble markrttht
DEBTORS: AMOUNTS FALLING DiJE ￿THIN ONE YEAR
DO￿debt{*S
134
CREDITORS: AMOUNTS FAILING iIUE ￿THll￿ ONE YEAR
BaT]k l(ffjns andovuth
363
063
ii.
MOVEMENT IN FUNDS
Ndrnovem
in fij￿5
At 5.4.25
G¢n￿ fund
1,313,nD
1.313,720
TOTAL FUNDS
lJ13.720
Pa8¢ 13

BEEBY
ABLETRiJ8T
OTHEFI
ATE
D 27AUGUST2Q14 TO S AP
IL m0￿MENT IN FUNDS- c•ntknutd
Namovan¢nt in fU]ll￿ includ¢d in the abJv¢ or¢R5 follo
Incomin8
Gxltts MovenTh¢ In
¢XPEn
Gelleral fuThd
J,216,135
120.1461
117,731
1,313,720
TOTALFUND8
120 1461
313 720
J2. REiATED PARTY DK8CIA)SURES
]ngJud￿ itt is an amouni Lo Leman8 Ch•ttted Certiffed Actountants for 8nd
Sekviou of Ll.Lth). ThtThLsiec MrD P (Irovw is a wn5ultÈniof the rim.
g¢14

J BREBY CHAIUTABLE TRUST
DETAILED TEMEpif OF FINANCIAL A
FOR THE PER￿DI7A1JGV5T 2024 TO 5 APRtL 2025
cOm￿c RESOURC
Volvntsry
Leg8Ci
TAX R¢¢Jalmed
1.185.841
27,473
1207JJ4
livestment IDtoJ
Rems received
Dcpo8lta¢£ount lttterest
161
1310.133
RESOURCES EXPENDED
1,524
IU31
Support eosts
Jjaak cha
15
Accountancy aDd legal f￿5
Total ￿PeDd¢d
17.446
Thi5 not f(m p•tof the wutory
P4¢15