THE JOSEPHINE BUTLER MEMORIAL TRUST
The Trust is a Charity registered in England and Wales. Charity Number: 220923
Chair: Pauline Lewis; Hon. Treasurer: Revd Canon Cynthia Dowdle OBE; Hon. Secretary: Ultan Russell PEP Address: JBMT, c/o 24 Borromeo Close, Aigburth, Liverpool, L17 7DS bsrliverpool@gmail.com
THE ANNUAL REPORT & AUDITED ACCOUNTS OF THE TRUST - JULY 2023 TO JUNE 2024
Trustees: Pauline Lewis (Chair); Revd Canon Cynthia Dowdle, OBE (Honorary Treasurer); Canon the Revd Dr Rod Garner; Canon Joyce Roberts, MBE; Dr Wendy Bignold; & Ultan Russell, PEP (Honorary Secretary)
Awards Ceremony : This was once again a successful and very well-attended event. The 4 Recipients were:
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The Main Award – Kirkby TANGO (£7,500) based in the Church at the Centre in Kirkby Town and is supported by an ecumenical group of ten local churches giving food, clothing, and other support. The project is reliant on a team of volunteers who give generously of their skills and of their time.
-
Volunteer of the Year – The Revd Dr Taras Khomych (£200 gift voucher and £1,000 to his charity of choice which was the Big Help) for his work as Chair of the Liverpool Ukrainian Association notably pastoral care, practical support & resettlement, of Ukrainians and support for the Eurovision events.
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Scholarship – Albert Osei of the Tsedequah Community based at the Cathedral (£2,000). for work with the Micah Project, the liturgical and support assistance at the Cathedral & community action.
-
Woman of the Year – The Revd Dr Sheryl Anderson, the Chair of the Liverpool Methodist District and Joint President of Churches Together in the Merseyside Region (£200 gift voucher and £1,000 to the charity of her choice which was the Liverpool based Methodist project based at the Bread Church on Bold St in Central Liverpool called Church Action on Sexual Abuse Issues (CASAI).
The 30[th] Anniversary of Women Priests in the Church of England was marked by Presentations to two of those women pioneers strongly associated with the Trust namely the Revd Sr Norma Nelson CA (a former Trust’s Women of the Year) and the Revd Canon Cynthia Dowdle OBE (The Trust’s Honorary Treasurer).
Joint Activities with the Mothers’ Union. The trust continues to be delighted to support the two Eucharists planned by the Mothers’ Union to commemorate Trafficking and Domestic Abuse. These are open events and anyone wishing to attend should contact the Liverpool Diocesan Mothers’ Union Office or the Trust.
Partnership: The Trust continues to be grateful for the support of its three partners – Liverpool Cathedral, the Liverpool Diocesan Mothers’ Union, and Liverpool Hope University with close links with our trustees.
Leaflets: a new supply of the leaflet written by Canon the Revd Dr God Garner has been purchased for distribution to interested parties notably in the Josephine Butler Hub in the Cathedral’s Lady Chapel.
Thanks: we want to thank our retiring trustee the Revd Tabitha Rao; plus, our efficient & helpful Auditor. Peter Morris. BA, DChA. We welcome new trustees: Revd Lilly Nelson, Jacque Reid, & Caroline Collins.
JBMT
Josephine Butler Memorial Trust
24 Borromeo Close Liverpool, L17 7DS
Statement of Accounts for the period ended 31/07/2024
1
Josephine Butler Memorial Trust
| Year ended | 31/07/2024 |
|---|---|
| Reference and administrative details | |
| Registered Charity name | Josephine Butler Memorial Trust |
| Charity registration number | |
| Principle Office | 24 Borromeo Close |
| Liverpool, | |
| L17 7DS | |
| The Trustees | Pauline Lewis (chair) |
| Rev Canon Cynthia Dowdle OBE | |
| Ultan Russell PEP | |
| Rev Canon Dr Rod Garner | |
| Dr Wendy Bignold | |
| Canon Joyce Roberts MBE |
2
Josephine Butler Memorial Trust
Independent Examiner’s Report to the trustees on my examination of the financial statements of the Charity for the year ended 31 July 2024
Responsibilities and basis of the report
The trustees are responsible for the preparation the financial statements in accordance with the requirements of the Charities Act 2011. The trustees consider that an audit is not required for the year under examination.
I report in respect of my examination of the charity’s financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable directions given by the Charity Commission under section 145(50(b) of the Act
Independent examiners statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the charity as required by section 130 of the Act; or
-
the financial statements do not accord with those records; or
-
the financial statements do not comply with the applicable requirements concerning the form and contents of the accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view 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 in this in order to enable a proper understanding of the accounts to be reached.
Peter Morris BA DChA
Independent Examiner 83 Holmefield Road Liverpool L19 3PF
08/05/2025
3
3
Josephine Butler Memorial Trust
Income and Expenditure for the period ended 31/07/2024
| 2024 | 2023 | ||
|---|---|---|---|
| Income | £ | £ | £ |
| Investment Income | 28370 | 24322 | |
| Expenditure | |||
| Grants and Donations | 12025 | 25585 | |
| 12025 | 25585 | ||
| Surplus/(deficit) | 16345 | -1263 | |
| Administrative Expenses | |||
Conferences and Meetings |
1447 | 2190 | |
Administration |
1736 | 874 | |
| Trustee Expenses | 126 | 0 | |
Bank Charges |
0 | 0 | |
Professional Fees |
790 | 400 | |
| Sundry Exes | 164 | 457 | |
| 4263 | 3921 | ||
| 12082 | -5184 | ||
| Unrealised Gains/(loss) | 18529 | -13283 | |
| SURPLUS/(DEFICIT) FOR THE PERIOD | 30611 | -18467 | |
4
Josephine Butler Memorial Trust
Balance Sheet as at 31/07/2024
| 2024 | 2023 | ||
|---|---|---|---|
| £ | £ | £ | |
| Fixed Assets | |||
| Investment Assets 1. |
424211 | 405682 | |
| Current Assets | |||
| Debtors / Prepayments | 0 | 0 | |
Cash in Bank |
114341 | 102259 | |
| 114341 | 102259 | ||
| Creditors | |||
| Loans / Overdrafts | 0 | 0 | |
| Net Current Assets | 114341 | 102259 | |
| Net Assets | 538552 | 507941 | |
| Charity Funds | |||
Balance at 31 July 2023 |
507941 | 526408 | |
Surplus for the Period |
30611 | -18467 | |
| Total Charity Funds | 538552 | 507941 | |
| 0 | |||
| Pauline Lewis (chair) ……………… |
|||
| Rev Canon Cynthia Dowdle OBE ……………… | |||
| Ultan Russell PEP ……………… |
|||
| 30/05/2025 | |||
| Josephine Butler Memorial Trust | |||
| 4 |
5
Josephine Butler Memorial Trust
NOTES TO THE ACCOUNTS
Investments Retained
| Investments Retained | Investments Retained | Investments Retained | Investments Retained | Investments Retained | |
|---|---|---|---|---|---|
| Holdings at 31st July 2024 Holdings at 31st July 2023 |
Unrealised Income Income |
||||
| gain/(loss) 2024 2023 |
|||||
| Nominal Book cost Market Value Nominal Book Cost Market Value |
|||||
| £ £ £ £ |
£ £ £ |
||||
| Central Board of Finance | |||||
| Investment Fund Shares 8313 94355 155970 8313 94355 155970 |
0 4909 5033 |
||||
| Central Board of Finance | |||||
| Short Duration Bond 14569 23137 21238 14569 23137 20252 |
986 466 605 |
||||
| Charibond | |||||
| Income Shares 17809 17862 19488 17809 17862 18682 |
806 766 392 |
||||
| Charibond | |||||
| Income units 15000 22519 227515 15000 22519 210778 |
16737 12975 11550 |
||||
| 157873 424211 |
157873 405682 |
18529 | |||
| Cash | |||||
| Cash at Bank | 31727 | 29274 | |||
| LDBF Deposit Fund CB3040811 | 82614 | 72985 | |||
| 114341 | 102259 | ||||
| 157873 538552 |
157873 507941 |
||||
| 5 |
6
JBMT
Josephine Butler Memorial Trust
24 Borromeo Close Liverpool, L17 7DS
Statement of Accounts for the period ended 31/07/2024
1
Josephine Butler Memorial Trust
| Year ended | 31/07/2024 |
|---|---|
| Reference and administrative details | |
| Registered Charity name | Josephine Butler Memorial Trust |
| Charity registration number | |
| Principle Office | 24 Borromeo Close |
| Liverpool, | |
| L17 7DS | |
| The Trustees | Pauline Lewis (chair) |
| Rev Canon Cynthia Dowdle OBE | |
| Ultan Russell PEP | |
| Rev Canon Dr Rod Garner | |
| Dr Wendy Bignold | |
| Canon Joyce Roberts MBE |
2
Josephine Butler Memorial Trust
Independent Examiner’s Report to the trustees on my examination of the financial statements of the Charity for the year ended 31 July 2024
Responsibilities and basis of the report
The trustees are responsible for the preparation the financial statements in accordance with the requirements of the Charities Act 2011. The trustees consider that an audit is not required for the year under examination.
I report in respect of my examination of the charity’s financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable directions given by the Charity Commission under section 145(50(b) of the Act
Independent examiners statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the charity as required by section 130 of the Act; or
-
the financial statements do not accord with those records; or
-
the financial statements do not comply with the applicable requirements concerning the form and contents of the accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view 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 in this in order to enable a proper understanding of the accounts to be reached.
Peter Morris BA DChA
Independent Examiner 83 Holmefield Road Liverpool L19 3PF
08/05/2025
3
3
Josephine Butler Memorial Trust
Income and Expenditure for the period ended 31/07/2024
| 2024 | 2023 | ||
|---|---|---|---|
| Income | £ | £ | £ |
| Investment Income | 28370 | 24322 | |
| Expenditure | |||
| Grants and Donations | 12025 | 25585 | |
| 12025 | 25585 | ||
| Surplus/(deficit) | 16345 | -1263 | |
| Administrative Expenses | |||
Conferences and Meetings |
1447 | 2190 | |
Administration |
1736 | 874 | |
| Trustee Expenses | 126 | 0 | |
Bank Charges |
0 | 0 | |
Professional Fees |
790 | 400 | |
| Sundry Exes | 164 | 457 | |
| 4263 | 3921 | ||
| 12082 | -5184 | ||
| Unrealised Gains/(loss) | 18529 | -13283 | |
| SURPLUS/(DEFICIT) FOR THE PERIOD | 30611 | -18467 | |
4
Josephine Butler Memorial Trust
Balance Sheet as at 31/07/2024
| 2024 | 2023 | ||
|---|---|---|---|
| £ | £ | £ | |
| Fixed Assets | |||
| Investment Assets 1. |
424211 | 405682 | |
| Current Assets | |||
| Debtors / Prepayments | 0 | 0 | |
Cash in Bank |
114341 | 102259 | |
| 114341 | 102259 | ||
| Creditors | |||
| Loans / Overdrafts | 0 | 0 | |
| Net Current Assets | 114341 | 102259 | |
| Net Assets | 538552 | 507941 | |
| Charity Funds | |||
Balance at 31 July 2023 |
507941 | 526408 | |
Surplus for the Period |
30611 | -18467 | |
| Total Charity Funds | 538552 | 507941 | |
| 0 | |||
| Pauline Lewis (chair) ……………… |
|||
| Rev Canon Cynthia Dowdle OBE ……………… | |||
| Ultan Russell PEP ……………… |
|||
| 30/05/2025 | |||
| Josephine Butler Memorial Trust | |||
| 4 |
5
Josephine Butler Memorial Trust
NOTES TO THE ACCOUNTS
Investments Retained
| Investments Retained | Investments Retained | Investments Retained | Investments Retained | Investments Retained | |
|---|---|---|---|---|---|
| Holdings at 31st July 2024 Holdings at 31st July 2023 |
Unrealised Income Income |
||||
| gain/(loss) 2024 2023 |
|||||
| Nominal Book cost Market Value Nominal Book Cost Market Value |
|||||
| £ £ £ £ |
£ £ £ |
||||
| Central Board of Finance | |||||
| Investment Fund Shares 8313 94355 155970 8313 94355 155970 |
0 4909 5033 |
||||
| Central Board of Finance | |||||
| Short Duration Bond 14569 23137 21238 14569 23137 20252 |
986 466 605 |
||||
| Charibond | |||||
| Income Shares 17809 17862 19488 17809 17862 18682 |
806 766 392 |
||||
| Charibond | |||||
| Income units 15000 22519 227515 15000 22519 210778 |
16737 12975 11550 |
||||
| 157873 424211 |
157873 405682 |
18529 | |||
| Cash | |||||
| Cash at Bank | 31727 | 29274 | |||
| LDBF Deposit Fund CB3040811 | 82614 | 72985 | |||
| 114341 | 102259 | ||||
| 157873 538552 |
157873 507941 |
||||
| 5 |
6