REGISTERED CHARITY NUMBER201794
DOUGLAS ARTER FOUIYDATION
FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024
Adams Root Limited tla Adams Root & Associates
Chartered Certified Accountants
Brlstol

DOUGLAS ARTER FOUNDATION
CHARITY INFORMATION
Reglslered Ch8rlty Number:
201794
Trn5tees:
GVArter
JLHudd
P M Yardley
Miss B J Arter
CEArter
Secretary:
Miss B J Arter
Charlty Offic¢:
Fem Villa
Melksham Road
Patterdown
Chippenham
SN15 2NR
Aceountsnts:
Adams Root Ltd tla Adams Root & Associates
Chartered Certified Ac¢ounlants
86 Shireh8mpton Road
Stoke Bishop
Bristol
BS9 2DR
Bankers:
Barclays Bank Pl¢
86 Queen's Road
Clifton
Bristol
BS8 IRB
Investment m#n*gers
Char1¢5 Stanley & Co Limited
26 Qu¢¢rt Square
BAI 2HX

DOUGLAS ARTER FOUNDATION
FOR THE YEAR ENDED 31 DECEMBER 2024
CONTENTS
Page
Trnthes Report
Aceounl*w¢'$ Report
SOFA
B•l•nce Sheet
NotH to ¢h¢ A¢¢ou#ts

DOUGLAS ARTER FOUNDATION
REPORTOFTHE TRUSTEES OFTHE DOUGLAS ARTER FOUNDATION
FOR TIIE YEAR ENDED 31 DECEMBER 2024
The Thiskes preseni ilieir report wlth the finonci81 staiements for the year ended 31￿ December 2024.
Objects
The objects of th¢ Trust contained in the TTUSt Deed dated 9* December 1960 continue to be that for the Trust¢es to apply the Irusl
fvnds for such charitable purposes. as the Th15tees shall from time to time decide.
Adlvlties
The TnJsi¢e$ current policy is to make grants to re8lStered rhBriiies within the UK. whose a¢tiviiies are specifically for the benefit of
the mentally and physically disabled of all ages. The Trustees mak¢ grants where they 8r¢ considered to be most effective. taking inlo
account the feasibility of projew con¢¢rned, the fin8ncial situation, fvndin8 already available, numbers of people benefitin8 and
voluntsry and self help 0$p￿ts.
Appli¢aiions for 8rJnts musi be made by letter selling ou¢ in brief con¢is¢ detail the Clear objectives of the appeal. Detsils of funding
already available. includin8 delails of 5¢1f help and a limelable for the proj¢cL log¢iher with a copy of the lal¢$t audit￿ a¢¢oun
need ¢0 ￿ included with the applicatiort. Appeals should be for spe¢ific proje¢ts. 8nd the Truslees do not support core cos1$. su¢h as
salaries. research. major developmenl ¢OSts. All grants are rnade on a one off basis with no ongoing ¢ommitment. Appeals are
ccepted from registered ¢harilablc organisation$ only,
Consideration of an app¢al does not 8u8rantee a gr8nl; thi$ un depend on ¢ircumslon¢es such as the number of appeals under
consideration and funds available al the lime. Th¢ award of a grant does not guaTanl¢e the suKess of any subsequent appeals. Repeat
appeals may not be considered if made within a twelve rnonth per1￿j of an earlier award.
Appeal$ must be addressed by p05t lo Th¢ S¢¢retary and enquiries by e-mail ¥nd telephone will no¢ be ac¢¢pt¢d.
In the past it been the pracilce of the trus1 to acknowledge all appeals, either by letter or E-mail. prior to meetings and io write
further to advise of the award of a grant or decline of an appcal. In future lo cut down on costs
ed artd
only su¢¢essful applicants will be infom)ed after Trustee meetings. The Trnstees meet four times a year, in the first week of March,
June, September and DeC¢m￿r, and ¢hequ¢5 for grants aword¢d will be sent by the Second weekend of those months.
Publle benent
The Trusiees consider that the tnbSt's aciivitke5 meet the requirements of the Charity Commi53ion's guidelines on Public Benefit.
Ap￿Intment octruste
Trusie¢s arc appointed by invSlaiion and approval by the existin8 Trus¢¢eJ.
Revlew
During the year 2024, the Tru$t received 340 appeals. 152 granL¥ were awarded, ranging in value from £250 tg £I,c￿ and amournting
in total 10 £81,371 (2023 - £78.950). I gTanr was for an amount of £250. 1 for £371, 138 for £S¢)O. I for £750. 1 l ftir £l.000.
Jnvestment polley
The Trustees, Invesbnent Policy is lo ensure that funds available are invested to provide distributable income to support the objects of
the crusL while endeovouring to maintain d)e real value of the Funds over the long teTm. To achieve this The T￿￿tee$ use the services
of a Profwional Invesiment Management Company> Charles Slanley and Co.

DOUGLAS ARTER FOUNDATION
REPORT OF THE TRusfEES OF THE DOUGLAS ARTER FOUNDATION
FOR THE YEAR ENDED 31 DECEMBER 2024
Reserve5
The Tntsl no specific requirement for reserves and distributes its income &$ needed lo satisfy grants awarded.
Rl$k polley
The Truste¢5 ron5ider that the main area of risk is in lh¢ value of investments through adverse flu¢￿atiOnS in the Stock Morkets. In
order to minimise the risk. investm¢nts are managed by a prof¢5siong1 Fund Manager. frequent contset is maintsined and regular
r¢vi¢ws take plac¢. There is a150 the risk of loss of dath maintained on a ¢omputer, but normal backup pro¢edure5 are carried out. and
loss of such data. whilst inconvenient, would noi offect the Trust's ability io continue with ils grnnl making activities.
Financl81 results
The Finan¢io1 results for the year are di￿10Sed in the ac¢ounts on pages 5 to 8.
During the year investments coniinu¢d to be manY4ged by Charles Stanley & Co. The Market ￿lue of the Trust'$ portfolio increased
by £12.014 (0.38%) 08ainst the 2023 valuation. Income incre￿ed to £122.134. an increase of £5.79188ains¢ 2023.
The Trust is able to meet all its obligations.
A¢¢ounlants
M¢s$rg. Adams, RLWt and Associal¢s w¢r¢ )ppointed as Aecounlants to the TNsi in 2010, and have indicated their willingness to
¢oniinue.
Trustees
The Trusiees duTin8 the Y¢ar and ai the date of this report were ￿ follows..
Mr. G.V, Arter
(Chairnian)
Mr J. L. Hudd
Mr P.M. Yardley
Miss B. J. Arter
MS C.E. Arter
Seer¢t•ry
Miss B. J. Art¢r
Pojt balanee ihttt events
No material events have occurred sin¢e the Balance Sheet date.

DOUGLAS ARTER FOVNDATION
REPORT OF THE TRusfEE5 OF THE DOUGLAS ARTER FOUNDATION
FOR THE YEAR ENDED 31 DECEMBER 2024
Trn5tCes RespoD51blllltes
Charity Laiv requirts ilie Truslees to prepgre financial 5t#t¢ments for exh finaDei•l year. which give 4 true and fair view of the state
of atTAirs of the chority at th¢ year end and of its adiviii¢s durin8 that year. In prepariDB thos¢ financial thtem¢nts. th¢ Trustees are
required to:
selecl 5uilable a¢¢ountin8 ￿11¢]¢$ and then amily them cMsist¢ntty;
rnake judgements and ¢5tim8t¢5 that are r¢asonoble and pitht.
5tai¢ wheiher applicabl¢ a¢eounling stsndards and ststements of mmmended IKacti¢¢ have been follow¢d subje¢t to any
departures disclosed and explained in the fingrtcial statements-
and prepare the financial 5t•*ments on the goin8 ¢oncem wless it is inappropriate to presume that the ¢h4rity will
continue in bysiness.
The Trusiees art r¢sponsible for maintaining proper ￿￿ounting rec(*d5 which di5¢1ose with re&sonable xcura¢y at any time ihe
financial posÉtion of the charity and ¢nabl¢ ihem to ensure that the fmancial str￿MentS comply with th¢ Charities A¢t 2011. th¢
Charities SORP 2005 (Accounling and Reporting by Charities) and comply with th¢ Chariti¢s (Accounts and Reports) Regulations
2005 issued under the Charili¢S Act 2011. They are a150 responsible for 5afe8uardin8 the &ssets of the charity and hence for takin8
reasonable $teps for the
Yerttion and detection of fraud and ¢Mhff irre8ulanties.
TRUSTEE..... . ..
TRUSTEE...
Dated: 24& July 2025

REPORT OF THE AccouNfANTS
TO THE TRUSTEES OF
DOUGLAS ARTER FOUNDATION
FOR THE YEAR ENDED 31 DECEMBER 2024
W¢ rep￿ on the accounts of the Trusi fff the 31M De¢ember2024, &% set out on P￿¢S 5 10 8.
Respectiv¢ responsibilities ofTrusttes Accollnt4ttts
The Thjstees are resp¢)n511Jle for the preparation of the anntsal financi￿ statements of the Tru5L Th¢ Trnst¢¢s consider that an audit is
not Tequir¢d for thi5 yw (under seciion 144 (2)) of the Charitbes Act 2011 (The 2011 Act)) and that an independent examinalion
needed.
It is our Teswisibility to:
i examine the accounts (under seetion 145 of the 2011 Ad).
li follow the wocedure$ laid down in the Genml Direciions given ty the Clwity Ccrfnmissioners {undeT secti¢)n 145 (5) (b) of
the 2011 A¢t)' and
iii stat¢ whether particular matters have come to our aiienliQn.
B4515 of Ac¢ountants Report
Our examination was carried out in occordance with the Gertra] Directions given by the Charlty Commissioners. An examination
includes the review of the accountin8 records kept by th¢ charity and a wnparison of the accounts pre5enied with those records. It
also includes considerntion of any unusual items or disclosures in the acciwnt4 and seeking expl#naiions from you as TnJste¢s
concerning such matters. The pr￿edureS uttdertaken do not provide all the evidenre that would be required in an audiL and
consequently, we do r￿t expre55 an audit opinion on the vi¢w given by the accoun
Accountants Statome*t
In connection with our examina¢ion. no matter has come ¢0 our attention:
i whieh 8ives us rea￿nable ¢ause to b¢lieve that in any matrrial re¥Ject the requirements
io keep accounling records in accothce with 5edion 130 of the 2011 Ac4 and
to prepare accounts which a¢cord with the aw)unling r¢wrds and comply with the accounting requirements of the
2011 Act
have not been me¢ or
li to Whic￿ in our opinirm. att¢Dtion should be drnwn in order to ¢nabk a proptt Underst￿Ing of the accounts io be reached.
Adams Root Limite
Chartered Certified A
Bri￿01
t & Assoeiates
untants
Date: 241b July 2025

DOUGLAS ARTER FOUNDATION
sfATEMENf OF FINANCIAL ACflVITIES
FOR THE YEAR ENDED 31 DECEMBER 2024
2024
2023
Notes
lmtoming resourees from gener•ted ftAnds
Ntt ineomt from investments
Charles Stanley
Interest re¢eived
122.134
116.343
Interest on Stsmp t￿ty repayment
Tot*1 in¢oming resourtts
Direct ehArit*blt expendlture
Gifts and donatioDs- national
89,738
84.381
Costs of8ener*iln8 Cunds
Investmeni management f¢c- Charles Stanky
GoverAan¢e ¢wts
Rent
Secretary's fee
IndepEndent examiners. fee
Athninistration exFttses
Grdtia payment
Repaits
4.150
17.710
2.062
1276
2200
16.555
2.043
1.486
3.000
487
1,516
Total resources txpended
125012
Net rnovement in resourees before rev•l¥atio45
(IOJ34)
(&669)
Holding gains 1055es
Gainl(Loss) on sal¢ of investments
Provision for (lossesygains on investments
Unrealised (Ios5esygain5 on investsn¢nts
12.713)
(32.567)
53,763
(6.981)
(18.359)
4.575
Net (expenditureYIDCOme for tht year
Net movtmewt ID funds
149
(29.434)
Fund balance brought forward 31112r2023
3.647.174
3.676.608
Fund balance urried forward 3111212024
£ 3,655?23
£ 3,fA7.174

DOUGLAS ARTER FOUNDATION
BALANCE SHEET
AS AT 31 DECLMBER 2024
31 Dttembtr 2024
31 Decernber 2023
Note
Investments
3,189,IY2
3.177.168
Flxed Assets
Tangibk Assets
443.735
443.735
Current asYtJ
Cxher De￿or¥
Barclays Bank Pl¢
Current Acwunt
5SO
550
14.826
14.225
Charles Stanley
Capital accouni
lJJ¢om¢ A¢¢ouni
6,352
0.428
Totll current •sxts
28.944
32,021
Credllorg
Amounts falling due within one year
Net ¢4rren¢ •s*ts
22.406
£ 3655323
26.271
£ 3647174
Net *wtJ
Aeeumul*ted
Bal4n¢e brought f(Thard
Net movements of fijnds in year
3.647.174
8.149
3,676,608
(29.434)
£ 3655323
£ 3647174
Approved by the trustees on 24th Juty 2025 and si8wI on its, b￿￿1r by:
TRUSTEE
TRUSTEE

DOUGLAS ARTER FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024
Accountln8 policies
a) Ststemenl of Recommended Pra¢lice (SORP)
These accounts are in accordance wilh applicable 4ccounting standards. the Charities SORP 2005 (Accounting and
Reportin8 by Charilies) and ¢omply with the Charities (Accounts and Report5) Regulations 2W5 issued under the
Chariiies Act 2011.
b) Historic Cosl cOnv￿110n
Accounts have ￿en prepared on th¢ Histori¢ Cost convention with the single exwition of stock market inve5thi¢nts.
which are valued ai maTkel value.
¢) Income and Expenditur¢
All the Trust'$ incoTn¢ is-Unrestri¢ted- income 8nd is d¢riv¢d directly from its sto¢k market investsnents. Income
and expendityre is account¢d for on the accTu8ls basis and includes VAT where applicable.
d) Investments
Investments have been valued at market value as at 315t Dttember 2024 and any provisions or unreali5¢d gains
8ainst historic cost have been included in the Stal¢ment of Financial Activities for the year.
Net In¢ome from Investm¢nts- Chirlts Stsnlry
Received
Cash dividends
Rights issue
Interest paid gr05S
2024
118245
3,416
473
122,134
2023
116.038
305
116343
Unr¢*lised Cllths on InvestmeDts
2024
1,515.69)
2023
1.511.115
Unrealised gains brought forward at l¥ January 2024
Inciea5el(d¢¢r¢ase) in unrealised gains for the year
Unrealised gains ￿￿led forward at 31X December 2024
1569 453
1.51569)
Related Party Trnnsactiotts
Rent for office faciliiies are paid to Mr G V Arter. Chairman of the Th￿tees.
Trustecs are trimbursed expenses for attending mee¢ings and their duties as Trustee4 such as presenting grants.
directly related to Trus¢ activities. ID 2024. l Trustee (2023- 2 TNstees) were reimbursed for expenditure incurred
I0￿]11ng £505 (2023- £1,068).
Investments
21124
2023
At cost
Add Unrealised Gains
1.800.565
1569 453
3,370,018
180 836
3 189.182
1.809,747
1315,690
3.325.437
148 269
3.177.168
Ixss Provision for Losseg
At Market Value

DOUGLAS ARTER FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DEcgMBER 2024
T#n¥ible flxed *ssets
FTeehold
premises
Cost or vAlu#tlo*
At l January 2024
Addiiions
At 31 D¢¢embeT 2024
443,735
Depre¢iatlon
At l January 2024
Charg¢ for ihe year
Ai 31 Decern￿r 2024
Net book v*lu
At 31 Decemb¢r 2024
At 31 December2023