THE JEFFERY LIMMER TRUST CHARITY NUMBER 214911 ACCOUNTS AS AT 31 DECEMBER 2024 THE JEFFERY LIMMER TRUST CONTENTS Pages Leggl and 8drnini3tralive infoThation Trustees. Report Independent Ex8minerfs RepDrt Statement of Receipts and P8yffl8nts Statement ol Assets and Liabilitie8 Notes to the Accounts THE JEFFERY LIMMER TRUST LEGAL AND ADMINISTRATIVE INFORMATI Charity ￿gIStratIOn number 214911 Principal Addre88 PO Box 11228 Nortingh8m NG14 6YY Clerk to thé Tru$tse$ Anna Chandler PO Box 11228 Nottingham NG14 6YY Tru?teg8 John Thom Ichairl Janet Maughan Geoigi3 Moore Lisa Simpson Anne Smith Barbara Deavin Juliè Pèar Anne McLeod Corinth Gryer Inve8trnent Advlser CCLA Senator House 85 Queen Victoria Street London EC4V 4ET Independent Examiner Melvin Bailey Rogers Sponcer Newslead House P8lham Road Nottingham NG5 1AP THE JEFFERY LIMMER TRUST TRU8TEES' ANNUAL REPORT FOR TH£ YEAR ENDED 31 DECEMBER 2024 The trustees ar8 pleasecl lo present their ieport for year 8nded 31 December 2024. Legal and adm5nl8tratlve details Legal and adminislralive csetsils are shown on pag8 1 Th8 tsust8es. wkose names are shown on page 1, seNed throughout the year unless othe￿ISe noted StN¢ture, Governance and Managoment The Trust was established by scheffle dated 13 July 1880, as War￿ by further schemes dated 19 Apnl 1894. 19 September 1899, 26 February 1935, 8 March 2021 and iesolubons dat*t 10 Febwary 2022. The Trustees have examin￿￿ thp principal are88 of the Trusts operations and considered the major risks faced In the opinion of the Trustees the Trust has established systeffls to mitigate those risks to an acceptable level The trustees live or WDrk within the P2rish or have a significant ￿nneCtion with the PaTrsh Two trustees are nominated by the Parish Church. two are nominated by Ihe Pansh Counal anij five a￿ co-tspted at the discreliDn of existing Trustees and shall have demonstrated that they have skills, knowlèdgè and experience suitable for this role Obje¢tives and a¢ti¥iUes The objects of the ch8nty are to make grants to individuals and organisaliDns, partjcularfy to assist young Paople. the elderty poople wrth disabilities and other chafiti85 or voluntarily bodies in the ar88s 01 educationllfaining, advancement of health or saving of lives, assist with the prov1510n of frd¢ililies for recreation or othèr leisurè timè oecupabon In the interests of social welfaie and prevention or ￿lief of povety within the pari3h of Radcliffe on Trent only The Trust receives Investrnent In￿rne and makes grants theretrom to eligible indiv*uals ancl organisatlOnS as dècidèd by the Iiuslees at their meetings held four li￿eS a year. In planning their acb¥Ab"as for tha yèar, Ihe Tru51ees kept in mind tr￿ Charity Gomrni35M)n 8 gL4id&nce on public Lienefit. Achievements and perfomiance The charity made grants totalling £24.82512023 £26.3851. The trustee5 have worked hard to publicise the charity through various means, update the trusteeship and contynue to assist individuals and organi5atlOn5 requiring financial 8s9stan￿ In Radcliffe on Trent. Flnanelal review The charity has net assets of £925.094 on 31 December 202412023. £907,293). The chanty has the invesb))ent Income of £24,654 on 31 December 2024 12023. 24.3141. Approved on behalf of the Trustees John Thom Ichair of the Trusteg81 Dale.. 2025 THE JEFFERY LIMMER TRUST INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES Independent Examinerfs Report to the Trnstèes of The Jeffery Limmer Trust. I report to the charity Irustees on my examination of the accounts of the charity for the year ended 31 December 2024 whith are Set out on pages 4 to 6 R•sponslbiliti•s and basi8 of rèport As the charity's twstees you are responsiblè for thè preparation of the acwunts in awirdance wilh thg r8quiremenls ol the Charitle5 Act 2011 I'the Act'l. I report in respect of my examinaiion ol the chanty's accounts carried out under section 145 01 the Act and in ￿rryIng out my examination I havè followèd 811 the applicable Directions given by the Charity Commission under section 14515llbl of the Act. Independent examinor'$ statemènt I hav8 complet8d my examination I confirm that no material mztter5 have come to rny attention In connecaion with the èxamination giving me cause to b&iievè that in any rnaten81 respect. accounting records Wgre not kept in respect ol the charity as required by section 130 01 the Act.. or the accounts do not aecord with those records. I have no cOn￿rnS and have coma across no oth8r matters in connection with the èxarnination to which attention should be diawn t port in order lo enable a Drooer understanding ol the accounts to be reached. Melvin Bailey FCCA DChA Chartered Certified Accountants Newstèad House Pelham Road Nottingham NGS1AP Date.. 249g 2025 THE JEFFERY LIMMER TRUST STATEMENT OF RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 31 DECEMBER 2024 Unrestrieted Funds Total 2024 Unrestricted Fund8 Total 2023 Notes R*¢olpts Inve$tm4nt Incom• COIF Other Income Bank Interest Retum ol Grants 24,654 24.314 300 391 349 Trjtsl Receipts 25 003 Payments Christmas Grants 12.800 13.200 Surnmer Grants 2,800 1,200 Other beneficiary payrnents 2a 9.224 11,g85 Goveinance costs 2b Total payrnents 2721 28 661 Net of ￿¢¢[pts and payments 12,2071 13.6551 Bank and cash balances brought forward 25 268 Bank and cash balances camed forward There are no restricted fund5. THE JEFFERY LIMMER TRUST STATEMENT OF ASSETS AND LIABILITIES FOR THE YEAR ENDED 31 DECEMBER 2024 31 December 2024 31 D•eember 2023 Assets Cash and bank dèposts 19,406 21.613 Inveatrnents COIF Charities InvÈstm8nt Fund 5688 885 680 Total assets 925.094 907,293 Liabilltse$ Accounts £nd Independ8nt ex8minatlDn fee 1085 Net Assets Approved by the Trustees on 2025. Signed on their behalf by John Thorn (Chair ol the Trusleasl THE JEFFERY LIMMER TRUST NOTES TO THE ACCOUNTS FOR THE YEA DED 31 DECEMBER 2024 BASIS OF ACCOUNTING Thg accounts have been p￿pated under the Receipts and Payrnents. basis as prescribed by the Charity Comm15sioners The accounts are prepared on a going concem basis. Unrestricted Funds Total 2024 Unrestricted Fund8 Total 2023 PAYMENTS 81 Co$t of actlvtties In furtherancg of Charlty objects KM_ Staddon & Sons bed Moinsons Refrigeration- DD- Fridgè Rushcliffe Move & Mingle Grant AR- Mattress & bedding JoyTr Mason - KM- Grant for counselling Wam WelcoTr& Spaces- Reimburse IJ for cost of posters Wartn Welcome Spa￿s- General running costs DT- Grant Royale Mobility- MP- Ring doDrbg11 BD- Reimburse trustee lor items for DD & blankets PD- Grant for university expènse5 Radcliffe on Trent Guides- Grant PM - Grant NH Battery foi wheel chair G2M- Rent arrears DT DT- Rushcliffe council tax LM - Giant Radcliffe Advica C6ntre- Grant HM - Grant AR - One stop Carpets AW- First Quarter ol annual payment AW- Second auarier tsfannual payment BD- Reimbursè trustee for items for CS CC - Sofa bed DD - Accent group- Rent arrears BD Greys Electrical - Cooker inoluding fith'ng of gas pip LS- AJ Rice Carpets CS Morrisons Refrigeration lor fridge LH - Morrisons Reftigeiation for cooker RM - Morrisons Refngeration foi washing machine CS - MW Tilley Carpets for carpet RadcookS- kitchen ren121 1&t R8dcliffe Rainbows Grant foi eouiFment and vènuè hir8 South Notts Academy - School allotrnent South Notts Acaderny - Up learn Learning Plarfofrn 121 145 150 169 240 241 500 250 300 328 500 500 550 1.070 1 154 1,287 1,500 1,500 2,000 245 250 250 31 500 1,678 570 1,000 165 165 300 1.040 250 1,100 1000 bl Gov8rnancg ¢9sts Clerk's fees Independent examination fees Printing and stationery 1.257 1.080 49 1,067 1032 3. PAYMENTS TO TRIJSTEES No remuneration or expenses were paid to thè Tiustees.