Charity Registered Number 207294
The J C Robinson Trust No. 3
Unaudited Financial Statements
for the year ended 5 April 2025

Thej C Roblnson Trust No. 3
Charity Registered Number 207294
for the year ended 5 Aprll 2025
Index to the Flnancial Statements
Page
Trustees, Report
Independent Examiner's Report
Statement of Financial Activities
Balan￿ sheet
Notesto the accounts

The J C Roblnson Trust No. 3
Charlty Reglstered Number 207294
Trustees, Report
forthe year ended 5 April 2025
The trustees herewith present their annual report for the year ended 5 April 2025.
The financial statemerits, which show a true and fair view of the financial activities of the charity for the
Year, have been prepared on an accruals basis and have been prepa￿d in accordance with the Statement
of Recommended Practice- Accounting and Reporting by Charities.
The trustees of the charity during the year were:
Missc M Howe
Mr R S Burns-cox
Mr O Bums
Mr E M Macgregor Bums
The trustees are responsible for the general control and management of the charity.
All new trustees are appointed at committee meetings.
The J C Robinson Trust No 3 was established by a trust deed dated 27 January 1931 and is a registered
charity, No. 207294.
The principal address of the charity is=
Barnett Wood Bungalow
Blackboys, Uckfield
East Sussex. TN22 5JL
The following are the advisors of the charity=
Accountants: Swindells, Atlantic House
8 Bell Lane, Bellbrook Industrial Estate
Uckfield
East Sussex, TN22 IQL
Bankers..
Barclays Bank PLC
High Street
Lewes
East Sussex. BN7 2JP
Brokers:
Redmayne-Bentley LLP
3 Wellington Place
Leeds, LSI 4AP
Objectives, activities and public benefft
The charity's income is derived from the investments which were pemanently endowed when the trust
deed was originally created. The charity aims to assist individuals and organisations who promote the
welfare of the elderly or disadvanlaged and to encourage the training and community spirit of young
people in England.
The trustees confirm that they have referred to the guidance contained in the Charity Commission's
general guidance on public benefft when reviewing the trust's aims and objectives.
Achievements
The main achievement of the charity thi5 year, as in previous years, is the provision of donations in line
with the charity'5 objettives. This is also the objective for future year5.
The accounts comply with the statutory requirements, the Rules of the A550Ciation and the Statement of
Recommended Practice.
Page 1

The J C Robinson Trust No. 3
Charity Registered Number 207294
Trustees, Report
for the year ended 5 April 2025
All charity donation requests are reviewed and considered by at least one trustee.
The trustees consider that the most appropriate policy for investing funds is to invest in Sha￿5, investment
trusts and Ljnit trusts. Decisions regarding investments are made by ihe broker under discretionary power
withln the overall strategy agreed with trustees.
The trustees have revlewed the activities of the trust over the past year and confirm they have been
carrled out according to the aims of the trust and entirely for the public benefit.
The restricte(I reseNe5 are comprised of the fixed asset investments. The income from these investments
is held in the unrestricted reseNe and is distributed by way of donation to charity from that fund. The
general ￿SerVe is for all other PLJfp05es.
The major risk to which the charity is exposed is the uncertainty of the stock market, which has an impact
on income received by the charity and the market value of the a55ets held by the charity. To mitlEate this
risk the charity takes advice from a stockbroker and the portfolio, as a whole, is jointly managed with the
stockbroker.
Overall the investment values had decreased as a result of the disposal value of the investment sha
during the year. with market values down by 4%12024: down l%}. Investment income has decreased this
year by 3% (2024.. increased by 19%). The investment stralegy for the portfolio, that was agreed at the end
of 2020, places emphasis on capital growth and greater diversification of investments, rather than being
tailored towarés dividend receipts and also investment income was received from special dividends in
2022123.
The balance on the unrestricted generdl fund has increased from a surplus of £15,358 at 5 April 2024 to a
surplus of £22,383 at 5 April 2025.
The trustees have established a reserves policy whereby the reserrfes of the tnjst are maintained to enable
the trust to continue to meet its objectives now and in the future.
Statement of trustees, responsibilities
Charity law requires the trustees to prepare financial statements for each financial year which Show a true
and fair view of the state of affairs of the charity and its financial attivities for that period. In preparing
those financial statements. the trustees are required to:
select Suitable accounting policies and then apply them consi5tently-
make judgements and estimates that are reasonable and prudent,.
state whether applicable accounting standards and statements of recommended practice have
been followed. subject lo any departures disclosed and explained in the financial statements,.
prepare the financial statements on the going concern ba515 unless it is inappropriate to
presume that the charity will continue in operational existence.
The trustees are responsible for keeping proper accounting records which disclose with reasonable
accuracy at any time the financi?1 posltion of the charity and to enable them to ensure that the financial
statements comply with the Charities Act 2011. They are a150 responsible for safeguarding the assets of the
charity and hènce for taking reasonable step5 for the prevention and detection of fraud and other
irregularities.
Approved by the trustees on
and signed on their behalf by:
Miss C Howe ~ Trust
Page 2

Independent Examinees Report
to the Trustees
ofTheJ C Roblnson Trust No. 3
Charlty Reglstered Number 207294
I report to the charity trustees on my examination of the accounts of the Trust for the year ended 5 April
2025, which are set out on pages 4 to 8.
Responsibilities and basis of report
As the charitls trustees you are responsible for the prepardtion of the accounts in accordance with the
requirements of the Charities Att 20111'the ACVI.
I report ITr respett of my examination of the charivs accounts carried out under section 145 of the Act and
in carrying out my examination I have followed all the applicable Directions given by the Charity
Commission under sertion 14515llbl of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have tome to my attention in
connection with the examination giving me cause to believe that in any material respect:
11 accounting records were not kept in respect of the charity as required by section 130 of the Act; or
21 the accounts do not accord with those record5: or
31 the accounts do not comply with the applicable requirements conceming the form and content of
accounts set out in the Charities (Accounts and Report51 Regulation5 2008 other than any
requirement that the accounts give a 'true and fair Vie￿ which is not a matter considered as part
of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which
attention should be drawn ill this report in order to enable a proper understanding of the accounts to be
reached.
11 lh/
Peter Gale FCA TEP
Swlndells LLP
Chartered Accountants
Atlantic House
8 Bell Lane, Bellbrook Industrial Estate
Uckfield
East Sussex
TN22 IQL
Date: z I
Page 3

The J C Robinson Trust NO. 3
Charlty Reglsterèd Number 207294
Statement of Financial Activitles
for the year ended 5 Aprll 2025
UnrestrictÉd
general
fund
Endowed
fund
Total
fund5 2025
Total
2024
Notes
Incoming rÈsources
Investment income
26.523
26,523
27,323
Total Incomlng resour
26.523
26.523
27,323
Resources expended
Charitable attivities
Distribution5
Costs of Eeneratingfund5
Investment management costs
Govemance costs
16,678
16,678
28,885
8,008
8.008
2,820
7.567
2,700
2,820
Total resources expended
19,498
8,008
27,506
39,152
Net outgolng resources forthe year
7.025
18,0081
19831
111.8291
OTHER RECOGNISED GAINS AMD LOSSES
Gain1110551 on disposal of investment assets
Unrealised gains/llosse51 on ￿ValUatIon of Investment
82
133,9661
82
133,9661
115,5961
21,194
Net movement in funds
7.025
141.8921
134.8671
{ 6,2311
TOTAL FUND5 BROUGHT FORWARD
15.358
637.133
652,491
658,722
TRANSFEROF FUNDS
TOTAL FUNDS CARRIED FORWARD
io
22,383
595.241
617,624
652.491
P8ge 4

The J C Robin50n Trust No. 3
Charlty Registered Number 207294
Balance Sheet
for the year ended 5 April 2025
2025
2024
Notes
Flxed assets
Investments
13
596,778
618,177
Current assets
Deposits at brokers
Cash at bank and in hand
Total current assets
5,233
19,442
24,674
25,479
12,662
38,142
Creditors
Amounts falling due within one year
3,828
3,827
Net current assets
Total assets less liabilities
20,846
617,624
34,314
652,491
Funds
Restrlcted funds:
Endowment fund
Unre5trlcted funds:
General fund
Total charity fund5
595,241
637,133
22,383
617,624
15,358
652,491
Approved by the trustees on ...
and signed on their behalf by-
Miss C Howe- Trustee
Page 5

The J C Roblnson Trust No. 3
Charity Registered Number 207294
Notes to the accounts
for the year ended 5 April Z025
l. Accounting pollcles
1.1 Basls of accountlng
The financial statements of the Charity. which is a public benefit entity under FRS 102. have been
prepared in accordance with the Charities SORP IFRS 102}'Accounting and Reporting by Charltie5:
Statement of Recommended Practice applicable to charities preparing their accounts in accordance
with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffective
l January 20191,, Financial Reporting Standard 102 Yhe Financial Reporting Standard opplicable in the
UK and Republic of Ireland, and the Charities Act 2011. The financial statements have been prepared
under the historical cost convention. with the exception of Investments which a￿ included at market
value. The financial statements are presented in 5teding which is the fvnctional currency of the
charity.
The financial statements have been prepared to give a 'true and fairf view and have departed from
the Charities (Accounts and Reports) Regulations 21J)8 only to the extent required to provide a 'true
and fair view,. This departure has involved following Accounting and Reporting by Charities preparin8
their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republlc
of Ireland IFRS 1021 issued on 16 July 2014 rather than the Accounting and Reporting by Charities=
Statement of Recommended Practice effective from l April 2005 which ha5 since been withdrawn.
1.2 Income and expendlture
Income and expenditure is accounted for on an accruals basis as far as it is prudent to do so. The
incoming resources from endowment funds are unre5trirted. Expenditure 15 allocated to either
charitable distribution or management and administration costs.
1.3 Glfts In klnd
The charity receives the benefit of work carried out by the trustees. No monetary value is placed on
the work carried out by the trustees. The charity employs no paid employees.
1.4 Taxation
As a registered charity, the trust is generally exempt from Income Tax and Capital Gains tax, but is not
exempt from VAT. Irrecoverable VAT is included in income and in the cost of those expenses to which
it relates. where applicable.
1.5 Investments
The fixed asset investments are included in the accounts at market value at the balance sheet date as
shown in note 13. Realised gains and losses on disposa15 are t￿ated as per note 5.
Income from the investments is accounted for on the accruals basis.
1.6 Resources expended
CharFtable expenditure represents distributions made in the year. Governance costs include
accountancy fees and all other costs are in relation to investment management.
1.7 Going concern
The trustees have assessed whether the goin8 concem basis of preparation continues to be
appropriate, based on whether there are any material uncertainties related to events or conditions
that may cast significant doubt on the ability of the trus1 to continue as a going concern.
At the time of approving the financial statements the trustees believe that all appropriate measures
have been or will be taken to ensure that the trust will be able to continue its operat10115 for at least
the next twelve months and thus concludes that the going concern basis remains appropriate.
Page 6

The J C Roblnson Trust No. 3
Charlty Registered Number 207294
Notes to the accounts- contlnued
for the year ended 5 Aprll 2025
2. Investment Incorne
2025
2024
Net Income from Investments
17,352
18,806
Interest recelvable:
Global fixed interest
Deposit account interest
Property inc¢me distribution
8,113
298
760
7,451
340
726
26,523
27,323
3. Charitable dlstrlbutlons
2025
Total
funds
2024
Total
funds
General
funds
Distributions
16,678
16,678
28,885
A total ot 4412024.. 811 charitable distributions totalling £16.67812024- £28,885) after one donation from
last year was cancelled due to them not being banked were made to Institutions and individua15 during the
year for social welfare and for the welfare of people in finanaal need, the specific details of whlch have not
been distlosed.
4. Governance and Investment management ￿$ts
2025
Total
funds
2024
Total
lunds
General
funds
ErNlowment
funds
Govemance costs
Accountants, remuneration
Sundries
Investment management cosls
Broker charge5
2.760
2,760
60
2,640
8,ClJ8
8,C(18
7,567
2,820
10,828
10,267
5. Gains or losses on dlsposal of investment assets
Any gainslllossesl on the disposal of investments are shown net of associated costs. Gains/l105sesl are
calculated on the difference between the market value as at 6 Aprll 2024, or cost if acquired in the year,
and the net sale proceeds.
6. Unreallsed galns or losses on revaluation of Inveslment assets
The unreallsed gains or losses on the revaluation of investment assets ￿PreSent the difference between
the rnarket value as at 5 Apri5 2025 and the market value as at 6 April 2024 lor the acquisition costs if the
investment was acquired In the yearl.
7. Flxed asset Investments
The fixed asset investments are maintained as restricted funds which cannot be distributed, wherea5 the
income is transferred to the unrestricted fund and used for charitable purposos. The Investments are
included in the accounts at market value at the balance sheet date as shown in note 13.
Page 7

The J C Robln$ort Trust No. 3
Charlty Re￿stered Number207294
otes to the ?￿oUnt$- contlnued
for the year ended S Aprll 2025
8. Credltors
2025
2024
Attrua15
Broker charge5
Postsge
Accountants. remuneratlcln accrual
1.068
60
2.700
3,828
1.007
180
2,640
3.827
9. Funds
The unrestri¢ted fund may be used for the di5tributlon of funds for charitable purp05e5. The restrirted
fund 15 comprised of the f￿ed asset Investments. and any income arising therefron3 is transferred to the
unrestricted fund.
10. Analysls of nei assets between funds
Genernl
funds
Endowment
funds
Total
nds
Investments
Current assets
Current liabilrties
596,778
14691
11,0681
595,241
596,778
24,674
13,8281
617,624
25.143
12,7601
22,383
11. Trustees. remuneratlon
Nelther the trustees, nor any peT50ns connected with them, have re￿iVed any ￿mUneratIon durlng the
Yè3r. The tharity has not met individual expenses incurred by the tru5tee5, except for £60 p95ts8e and
stationery in 202512024.. £601 which was Incurred by Miss C M Howe. At the year end the charity owed
Miss C M Howe £6012024.. £1801.
12. Employees
The average number of employees durinE the year was NIL12024. NILI
13. Flxed asset Investments
2025
2024
Market valuè as at 6 April 2024
Additions
Disposal
Revaluation in the year
Market value as at 5 Apr412025
618,177
129.532
1116,9651
133,9661
596.778
624,484
50.176
177,6771
21.194
618,177
Investments are rep￿sented by,.
Ste¥ling Fixed interest
Global Pixed interest funds
UK Equity shares
UK Equity Fund5
Overseas Equldes
Multi-As5et Funds
Real Estste Investmènt Trusts
Alternative5
45,052
45.645
119,799
29,055
225.912
30,902
12.643
87,770
63,808
47,069
178,018
13,162
186.274
31,535
11,985
86,326
596,778
618,177
14. Controlllng party
The trustee5 have overall control of the trust.
Page 8