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||Page|
|---|---|
|Reference and Administrative Details ofthe Charity, its Trustees and Advisers|1|
|President's statement|2|
|Trustees' Report|3-6|
|Independent Examiner's Report|7|
|Statementof Financial Activities|8|
|Balance Sheet|9|
|Notes to the Financial Statements|10-16|





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|Trustees|John Hollingdale|
|---|---|
||David Pople|
||John Davies|
||Helen Elizabeth Moss OBE (resigned 26 March 2025)|
||Edward Corrigan (resigned 4 December 2024)|
||Paul Brown|
||Jane Elizabeth Palmer|
||Michael Beesley|
||Amanda Carol Trembath (appointed 26 March 2025)|
||Mimi Avery (appointed 17 September 2025)|
|Charity registered<br>number|203142|
|Registered office|c/o Evelyn Partners<br>Portwall Place|
||Portwall Lane|
||Bristol|
||BS1 6NA|
|Administrator|Sean Hollinswaite|
||Bramford House|
||23 Westfield Park|
||Clifton|
||Bristol|
||BS6 6LT|
|Independent Examiner|Bishop Fleming LLP<br>Chartered Accountants|
||10 Temple Back<br>Redcliffe|
||Bristol|
||BS1 6FL|
|Bankers|National Westminster Bank Plc|
||Bristol City Office<br>South West RCSC|
||740 Waterside Drive|
||AztecWest|
||Bristol|
||BS99 5BD|
||Metro Bank|
||One Southampton Row|
||London|
||WC1B 5HA|
|InvestmentAdvisors|Evelyn Partners Investment Management<br>Portwall Place|
||Portwall Lane|
||Bristol|
||BS1 6NA|





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|||Unrestricted|Total|Total|
|---|---|---|---|---|
|||funds|funds|funds|
|||2025|2025|2024|
||Note|£|£|£|
|Income from:|||||
|Grants and donations|3|312,479|312,479|158,811|
|Investments|4|4,885|4,885|3,137|
|Total income||317,364|317,364|161,948|
|Expenditure on:|||||
|Investment management costs|5|450|450|520|
|Charitable activities||184,336|184,336|122,413|
|Total expenditure||184,786|184,786|122,933|
|Netincome before netgains on investments||132,578|132,578|39,015|
|Net gains on investments||1,923|1,923|7.620|
|Netmovement in funds||134,501|134,501|46,635|
|Reconciliation offunds:|||||
|Total funds brought forward||132,540|132,540|85,905|
|Net movement in funds||134,501|134,501|46,635|
|Total funds carried forward||267,041|267,041|132,540|





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||Unrestricted|Total|Total|
|---|---|---|---|
||funds|funds|funds|
||2025|2025|2024|
||£|£|£|
|Donations|112,479|112,479|158,811|
|Legacies|200,000|200,000||
||312,479|312,479|158,811|



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|Unrestricted|Total|Total|
|---|---|---|
|funds|funds|funds|
|2025|2025|2024|
|£|£|£|
|4,885|4,885|3,137|



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|Activities||||
|---|---|---|---|
|undertaken<br>directly<br>2025|Support<br>costs<br>2025|Total<br>funds<br>2025|Total<br>funds<br>2024|
|£|£|£|£|
|158,980|25,356|184,336|122,413|
|98,571|23,842|122,413||





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||||Total|Total|
|---|---|---|---|---|
|||Activities|funds|funds|
|||2025|2025|2024|
|||£|£|£|
|Pendant alarms and telecare monitoring||14,044|14,044|14,403|
|Grants payable toWE Care & Repair|- Independent Living||||
|Fund||37,500|37,500|37,500|
|Housing Options||20,417|20,417|10,500|
|Age UK Advice Hubs (Bristol and South Glos.)||16,819|16,819|15,000|
|North Bristol Advice Centre||10,000|10,000|10,000|
|Marmalade Trust||5,000|5,000|6,000|
|St Monica's Trust - Friends Ageing Better||15,000|15,000|3,368|
|Trinity Lunch Club||5,000|5,000|1,800|
|St Georges||5,000|5,000||
|Carers Support||15,000|15,000||
|Bristol Music||15,200|15,200||
|||158,980|158,980|98,571|



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|||Total|Total|
|---|---|---|---|
||Activities|funds|funds|
||2025|2025|2024|
||£|£|£|
|Phone, printing, postage, rent and stationery|1,190|1,190|366|
|Appeal costs and brochure|1,897|1,897|352|
|Website and computer costs|463|463|190|
|Annual Dinner (guests ofthe Society)|(992)|(992)|858|
|Administration fees|19,353|19,353|18,764|
|Independent examiner's fee|2,640|2,640|2,620|
|Bank charges|162|162|147|
|Travel expenses|643|643|545|
||25,356|25,356|23,842|





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||2025|2024|
|---|---|---|
||£|£|
|Resources deferred during the year|3,610|5,768|
|Amounts released from previous periods|(5,768)||
||3,610|5,768|





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|||||||||Balance at|
|---|---|---|---|---|---|---|---|---|
||Balance|at 1||||||30|
||October<br>2024<br>£|||Income<br>£|Expenditure<br>£||Gains/<br>(Losses)<br>£|September<br>2025<br>£|
|UNRESTRICTED FUNDS|||||||||
|DESIGNATED FUNDS|||||||||
|Designated Funds|70,000|||||||70,000|
|GENERAL FUNDS|||||||||
|General Funds|62,540|||317,364||(184,786)|1,923|197,041|
|TOTAL UNRESTRICTED|||||||||
|FUNDS|132,540|||317,364||(184,786)|1,923|267,041|
|STATEMENTOF FUNDS - PRIORYEAR|||||||||
|||||||||Balance at|
||Balance||at|||||30|
||1|October<br>2023||Income||Expenditure|Gains/<br>(Losses)|September<br>2024|
||||£||£|£|£|£|
|UNRESTRICTED FUNDS|||||||||
|DESIGNATED FUNDS|||||||||
|Designated Funds||70,000||||||70,000|
|GENERAL FUNDS|||||||||
|General Funds||15,905||161,948||(122,933)|7.620|62,540|
|TOTAL UNRESTRICTED FUNDS||85,905||161,948||(122,933)|7,620|132,540|



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