SIR JOHN AND LADY AMORY'S CHAIUTABLE TRUST
ACCOiJNrs
YEAR ENDED S APRIL 2025
Contents
Page
Trustees, report-
R¢feren¢¢ and administration det8118
Trustees, rep0rt-
NaTfdtlVC section
Indcpendellt examiner's report
Receipts and paymellts aeeount
Staternent of assets and liabilities

SIR JOHN AND LADY AMORY'S CHAIUTABLE TRUST
REFERENCE Af4D ADMD41STRATION DETAILS
Cbarlty name
Sir Johll and Lady Amory'8 Cl)aTi18ble Thst
Registered eharity numb¢T
203970
Chgrlty's princlpal address
The Island
IA)wman Green
Tiverton
Devon
EX164LA
Trustees
SirIan Heathcoat Arnory. B¢
Lady Heatbcoat Amory
William Frdncis Heathcoat Amory
Independent examiner
Mts M Hutchings
Apslcys LLP
21 Bamptott Street
Tiverton
Devon EX16 6AA

SIR JOHN AND LADY AMORY'S CHARITABLE TRIJST
TRUSTEES REPORT
oBJE￿IVEs AND A￿[VITIEs
Surnn￿ry of ¢b¢ objects of the charity set out ID Its governlng document
Amy chaTitsble pU￿OSe8 (at the trustees. dis¢Tetion).
The ￿Slee5 believe the objective$ of the tsvst are to support any institution whose pury)ose is wholly ¢b￿l￿ble and
itidividuals in particular need, with prill)ary Collcern to benefit the iDhabitants of the county of Devon and t0 a55iSt the
poor or aged aud to advance eduutioll.
Summgry of the n)aln acdvitle$ in relation to these objeetlves
The tsMst meets its objectives by following a general policy of distributing the tn￿1.$ income whilst mBintsiniJg the
substallce of the trust's investments io enlarge its grdnt-givingp)tential.
PolAcy grant maklng
The trustees invite, or respond to. applications from a wide variety of estsblished chariti￿ or groups PTQTuoting
charitable ciuses. TheiI p￿fe￿nCe is to support smaller group& mostly iti the soutb west of England. v/hi¢h do not
hav¢ a¢ces5 to sopbisticated fijnd raising campaigns and oll wbich arelatively 5rnall donation may hav¢ a si￿lfiCallt
effect. tn tbis mat]ner the aims of the clwity aT¢ for the public benefit.
The tsMstees have had due regard to guidance published by th¢ Charity Conunission on pub]ic benefit.
ACHIKVEMEIYTS Af4D PERFORMANCE
Sununary of th¢ main 8chlevement5 of the charity during the year
The charity has Continued to Steadily, making donations out of investment incotne to local institytions and
individuals.
D￿]llg the yearthe charity D￿de donations of £76.138 (2024: £64.803).
Donations of £5,000 or more..
Blundell's School
Broadway Lodge
£11,499
£8,770
FINANCIAL REVtEW
Poliey on reserves
It is the poli¢y of the trust to maintain sufficient ￿$eIVe5 to meet its ¢on]mithients to Brallts awarded but notyetpaid
and to maintaill the trust's 8rant-8iVillg Potential in real tern]s.
Investment policy
The twst employs Ratbbone Invest￿ellt Mallag¢m¢nt Ltd to manage most of its itivestmentportfolio. The Tenjainder
of tbe portfolio is inves*d iti eompni¢s in the County of Devon.
Ollt-thrn
vestment income for tbe year was £72,478 (2024.. £71951) representtng a 2.7Y• retum12024.. 2.5•A) on the matket
Yalu¢ of the portfolio at the begiDning of the year.
At tbe year end the market valuc of investments held was £2.645.654 (2024.. £2,872,052).

SIR JOHN AIYD LADY AMORY'S CHARITABLE TRUST
TRUSTEES REPORT
STRucfuRL GOVERNANCE AM) MANAGEMENr
Type of governlng document
Tyust Deed dated IONovember 1961
Hoiv the eh*rfity Is coDstfituted
TNst
Trustee stlettlon rnethod
The numbu of twst¢e5 requiTed to adwini5terthe cI￿lty is three. Howe￿ two twst¢¢s Day admillisterth¢
clwity provided the vacan¢y is fi]led a5 soon as po&sible. Appoillttllent is bythe exi$tingtTUStees und¢r statutory
powers.
Trustees eonslderation of rislts
The trustees have examined the major strategic, busines$ and operational risks which the trust faces and confim) tbat
systems have be¢0 established to lessen thos¢ risks.
OTHERINFOIIMATION
Administration
Rathbont InvesttDent Management Ltd manage the inve5ttDellt portfolio and LA)wman Mallufacturillg Co Ltd
tlk¢ day to day administratiOD. The lThste&s detetmiu¢ to whom the donatioDS ar¢ paidby reviewing requests for
donation&
StgDed on beha]f of the Trustees
Sir Ian HeatheoatAmory

JM)EPETr4DEf+rr EXAMINER'S REPORT
TO TllE TRUSTEES OF Slli JOBN AND LADY AMORVS CHARrrABLE TRUST
I report to the trustees on my examination of the accounts of the T￿st fortbe yearended 5 April 2025 whi¢h are set
outonpa8es 5 to 6
ResponslbRlldes and basis of report
As tbe ttvstees of the Trustyou are respon&￿1¢ for the preparation of the accounts in accordance wtth tbe
requirements of the Clwitics Act 2011 {'the Act,
I report inTespect of my exaa]ination of thc chaTity'5 accounts canied out ￿t￿Er SEction 145 of theAct and ill
canying out my examination Ihav¢ followed all the app]icable Ditectiot)S 8ivenbythe Cbarity ComtDiS5ion und¢r
Section 145{5)(b) of th¢ Ad.
Independent aamlller's stalement
I have couJpleteA my examination. I confinll thai no material roatters have ￿me to my attention iti eonnectioti with
the examination gtvin8 me cause to b¢lieve that iu any mY4terial r¢spcct:
accounting records w¢r¢ notkept in respeGtof thc chwity as rcquircd by section 130 of th¢ Act. or
the accounts do not a¢cord witb those records
I Iwe ]10 Concerns end have come across no oth¢r mattEr$ Tn c￿ne¢tiOn with the exa￿]natiOn to which attention
should b6 drawn in this report in order to enable a properuTLdetstanding of the accounts to be reached.
Mrs M H￿tchingS
. Apsleys LLP
Cbartered Accountants
21 Bampton Street
Tlverton
EX16 6AA

SIR JOHN AND LADY AMORY'S CllAIUTABLE TRUST
RECEIPTS ATr4D PAYMENTS ACCOUNT
YEAR TO 5 APRIL 2025
2025
2024
RECEIPTS
Income reeelpts
Dividends alld inter¢st from inve5tsnents
72,478
72,478
827,181
899,659
71951
71951
675,695
748.646
Proceeds from the sale o(investment assets
Totsl receipts for the year
PAYMENTS
Direct charitable expenditure
DoDation5 made to charitable and other institulions
DonatioDs n￿de to individuals
Management and ad￿]nIstrati￿n
Mallagerncnt cbarges
Exchall8e rate rnovement
74,658
1,480
61884
1,919
13.829
13,042
89,967
761,810
851,777
47,882
97,329
145,211
77,84S
683,957
761.802
(13,156)
110.485
Pyrcbase of assetg held for inve5trnent purpo$es
Net re¢elpts Ip*yments)
Cash funds at 5 Aprll 2024
Cash funds 9¢ S April 2025
97,329

SIRJOHN AND LADY AMORY'S CHARITABLE TRUST
STATEMEf+Tf OF ASSETS AND LIABiLrrtES
AT 5 AfiuL 2025
2825
2024
MOI¥ETARY ASSETS
Casb fund
BaDk aC￿ullt
Broker5 income accoullt
BIoker5 capital a￿0￿￿t
45.490
5996
93.725
145.211
48.899
6,969
41.461
97.329
luve5twents atm*rketvslDe
Li8t¢d investtnents
Unlisted illvestrients
2.434.752
210.902
2.645.654
2,661,150
2.872,052
Debtsr$
Tax repaymellt
Aggregate monetary assets l¢ss liabiIitie5
1790,865
2,969,381
-io.Lf
AppEovedbytbetwsteeson...........................
2nd signed on theirbeba￿by."
Sir lan Heatbcoat Amory