Huddersfield Common Good Trust
Charity No: 231096
Huddersfield Relief in Sickness Charities Charity No: 223333
Huddersfield Cinderella Society and E. Austen Johnson Trust Fund Charity No: 224085
Annual Report and Financial Statements For the year ended 31[st] March 2025
Huddersfield Common Good Trust
Huddersfield Relief in Sickness Charities
Huddersfield Cinderella Society and
E. Austen Johnson Trust Fund
Annual General Meetings
To be held at The Huddersfield Mission Lord Street Huddersfield HD1 1QA
On
Monday 6th October 2025
A G E N D A
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1 Introduction by the Chair
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2 Apologies for absence
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3 Minutes of the Fifty Eighth Annual General Meeting of Huddersfield Common Good Trust and Huddersfield Relief in Sickness Charities
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4 Minutes of the 122nd Annual General Meeting of Huddersfield Cinderella Society and E. Austen Johnson Trust Fund
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5 Chair’s Report
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6 Treasurer’s Report
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7 Adoption of Huddersfield Common Good Trust Accounts to 31[st] March 2025
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8 Adoption of Huddersfield Relief in Sickness Charities Accounts to 31[st] March 2025
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9 Adoption of Huddersfield Cinderella Society and E. Austen Johnson Trust Fund Accounts to 31[st] March 2025
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10 Appointment of Independent Examiner
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11 Any Other Business
Huddersfield Common Good Trust
Huddersfield Relief in Sickness Charities
Huddersfield Cinderella Society and E. Austen Johnson Trust Fund
Annual Report and Financial Statements
For the year ended 31[st] March 2025
| Contents | Page |
|---|---|
| Trustees and Advisors | 1 |
| Minutes of Fifty Eighth Annual General Meeting | 2 |
| Precis of the Objects | 5 |
| Chair’s Annual Report | 6 |
| Accounting Policies | 8 |
| Huddersfield Common Good Trust | |
| ~ Financial Statements |
9 - 12 |
| Huddersfield Relief in Sickness Charities | |
| ~ Financial Statements |
13 - 16 |
| Huddersfield Cinderella Society and E Austen Johnson Trust Fund | |
| ~ Notice of Annual General Meeting, Management |
|
| Committee and Advisors | 17 |
| ~ Minutes of the 122nd Annual General Meeting |
18 |
| ~ Financial Statements |
19 - 21 |
Huddersfield Common Good Trust
Huddersfield Relief in Sickness Charities
Huddersfield Cinderella Society and E. Austen Johnson Trust Fund
Trustees and Advisors
For the year ended 31[st] March 2025
Trustees: V Javin - Chair R Butterworth E Oldfield A Haigh S Hollingworth R Beadle (appointed 3[rd] June 2024) P J H Hoyle Honorary Treasurer : P J H Hoyle, BSc. Honorary Solicitor: J. M. Fryer, LL.B, LL.M Ramsden Street, Huddersfield HD1 2TH Secretary: S Stott c/o. The Huddersfield Mission 3-13 Lord Street, Huddersfield, HD1 1QA www.hcgtrust.org.uk Independent Examiner: M Fielding, FCA c/o Simpson Wood Limited Bank Chambers Market Street Huddersfield HD1 2EW Investment Advisors: Rathbones
Page 1
Huddersfield Common Good Trust
Charity No: 231096
Huddersfield Relief in Sickness Charities
Charity No: 223333
Minutes of the Fifty eighth Annual General Meeting held at the Huddersfield Mission on Monday 7th October 2024
PRESENT
Ms V Javin Chairman Mr P J Hoyle Hon Treasurer Ms S Stott Secretary Mr R Butterworth Trustee Ms E Oldfield Trustee Mr A Haigh Trustee Mrs S Hollingworth Trustee Mr Raj Beadle Trustee
IN ATTENDANCE:- Representatives from
Milnsbridge Bowling Club Gwennie’s Getaways Longley Community Sports Club Golcar Cricket Club Thongsbridge Bowling Club Lascelles Hall Cricket Club HCS Voices Wilshaw Village Hall
1 Apologies for absence
Milnsbridge Village Hall and Almondbury Methodist Church
2 Minutes
The minutes of the Fifty Seventh Annual General Meeting had been circulated with the Agenda, Annual Report and Financial Statements. These were proposed be accepted as a correct record by Ms Oldfield and seconded by Mr Butterworth.
3 Chairman’s Report
This had been circulated with the Annual Report. This was proposed to be accepted by Mr Butterworth and seconded by Ms Oldfield.
Page 2
4 Honorary Treasurers Report .
The Huddersfield Common Good Trust incorporates several charities. The two main charities are The Huddersfield Common Good Trust and The Huddersfield Relief in Sickness. The charities’ funds are invested in stocks and shares to provide income for distribution to local charitable groups. Today I am reporting on the year ended 31[st] March 2024.
I have printed a summary sheet covering all the main figures from the accounts for the last 3 years. My report will follow the summary.
I can report that the total income received by all the associated charities was very similar to the previous year at £73,467 (£73,645). We were pleased to receive donations of £550. These have been added to the trust capital. The total grants paid out has fallen to £52,258 from £73,585, as applications for grants decreased after a surge following the end of the pandemic. Any income remaining at the end of one year can be carried forward to give away in the future. The market value of all the investments held at 31[st] March 2024 had risen to a total of £1,735,956 from £1,700,444 last year.
Looking at the individual charities, for the year ended 31[st] March 2024, The Common Good Trust has total income of £43,634. After expenditure and grants this left a surplus of £2,628. There was a surplus on disposal of investments of £7,733 which gives a net surplus of £10,361. This has been added to the Trust Funds, which now stands at £895k.
The Huddersfield Relief in Sickness Charities had income of £28,811. After expenditure and grants this left a surplus of £897. There was a surplus on the disposal of investments of £11,177 which leaves a net surplus of £12,074. This has been added to the Trust Capital, which now stands at £590k.
The third, much smaller, charity is The Cinderella Society & E Austen Johnson Trust Fund which has made a surplus of £257. There was an adjustment of £(490) to the value of investments this year. Investment income shown in the accounts is up at £1,012. No grants were agreed in the year. The net surplus of £257 has been added to the Trust Capital which stands at £50,533.
The market value of the investments held in all the charities at 31[st] March 2024 has risen to £1,735,956. It should be remembered that it is the income generated by the investments which is most important to us. The estimated income for this year was £70,000, and again investment income received exceeded this at £73,467. The estimated income for the current year is nearly £76k, which is a yield of 4.24%.
Page 3
As I always seem to say, there is great uncertainty in the financial markets! The ongoing Russian invasion of Ukraine has continued this, together with the instability in the Middle East. The upcoming US election is also looming large. The global economy continues to be led by the US but China and Europe continue to struggle.
The investments are held in Government stocks and a well-balanced diversified range of blue chip investments. Our investment advisors feel that we have a solid portfolio, which should maintain its capital value over the longer term, whilst the level of income is reasonably stable at the present. The organisations we support will also be suffering and many will need financial help. With costs increasing the value of individual applications is increasing. I feel that the income we will receive will be sufficient to enable us to help those organisations we would like.
I would like to thank Mark Fielding, who stepped in as Independent Examiner of the charities’ accounts last year, for carrying out the work again this year.
It was proposed by Ms E Oldfield and seconded by Mrs Hollingworth that the Treasurer’s report and the accounts for the year to 31[st] March 2024 for both the Huddersfield Common Good Trust and the Huddersfield Relief in Sickness Charities be adopted. This was carried without dissent.
6 Appointment of Independent Examiner of Accounts
Mr Fielding acknowledged that he was willing to continue as the charities’ official Examiner. It was proposed by Ms Oldfield and seconded by Mrs Hollingworth that he be reappointed.
7 Any Other Business
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i) Ms Javin reported that the Charity’s honorary Solicitor, Mr John Fryer had confirmed that he was happy to continue in that role
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ii) Thanks were given for grants received by representatives of the following groups: -
Milnsbridge Bowling Club Wilshaw Village Hall Lascelles Hall Cricket Club Gwennies Getaway Golcar Cricket Club Longley Community Sports Club Thongsbridge Bowling Club HCS Voices
Page 4
Precis of Objects
Huddersfield Common Good Trust
The objects pursued by the Trustees are to apply the income of the Trust monies for any charitable purposes directed wholly or mainly for the benefit of groups within the County Borough of Huddersfield or in the immediate neighbourhood thereof.
Huddersfield Relief in Sickness Charities
The objects pursued by the Trustees are to apply the income of the monies of the charities for any charitable purposes directed wholly or mainly for the benefit of groups, within the County Borough of Huddersfield or in the immediate neighbourhood thereof, whose members are sick, convalescent, disabled, handicapped or infirm, etc.
Huddersfield Cinderella Society and E. Austen Johnson Trust Fund
The objects pursued by the Officers are to brighten the lives and alleviate the conditions of the poor and neglected children, and also the adult poor (without regard to religious or political opinions), of Huddersfield and District in all such ways and by all such means as from time to time may be deemed necessary.
Statement of Trustees’ Responsibilities
Law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity at the end of the year and of its financial activities during the year then ended. In preparing those financial statements, the Trustees are required to:-
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~ Select suitable accounting policies and then apply them consistently;
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~ Make judgements and estimates that are reasonable and prudent;
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~ State whether applicable accounting standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements.
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~ Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.
The Trustees are responsible for keeping accounting records which disclose with reasonable accuracy the financial position of the charity and which enable them to ensure that the financial statements comply with the Charities Act 2011. They have general responsibility for taking such steps as are reasonably open to them to safeguard the assets of the charity and to prevent and detect fraud and other irregularities.
Page 5 Chair’s Annual Report of
The Huddersfield Common Good Trust The Huddersfield Relief in Sickness Charities and The Huddersfield Cinderella Society and E Austen Johnson Trust Fund
For the year ended 31[st] March 2025
For a group of charities which are rooted entirely in Huddersfield and its immediate communities, it is remarkable that once again, it is global events which on the financial front at least, have commanded much of its attention.
Elections in both the UK and in America were expected to contribute to on-going volatility in the financial markets and that certainly proved to be the case. Advice from investment managers Rathbones continues to be key in ensuring that the charities’ fund performance remains stable in order to ensure both long-term stability and sufficient income to meet as many qualifying applications as possible.
The community and voluntary sectors continue to be hard pressed. Many seek to improve buildings and both provide and maintain equipment which is crucial to service delivery. Pressure on funding streams does not look set to improve any time soon.
Despite continuing pressure in the financial markets, the Trust awarded grants totalling £68,039 to 31 groups during the year compared with £52,258 to 22 groups in the previous year.
Many of the applications reflected an undimmed ambition in our communities to improve buildings, extend and modernise their facilities and in some cases, to ensure wherever possible, the long-term future of those assets. The charities continue to strive to ensure that funds are available to meet that ambition where possible.
Those funds have ensured contributions to re-roofing work on a number of community venues, installing insulation, up-grading toilet and kitchen facilities, as well as improving access both to buildings and to outdoor community areas including a woodland walk.
Many sports organisations continue to upgrade their facilities and equipment in order to widen their offer, particularly to young people and children. Mowers, sight screens, outdoor shelters, equipment storage units and artificial surfaces have all featured in applications from groups wanting to ensure more opportunities for their communities.
Page 6
Up-grading the staging in a village-based arts venue, replacing a cooker in a community café, contributing to astronomy equipment for outreach work in schools and funding replacement kitchen appliances all illustrate the Trust’s continuing ambition to support voluntary groups working across our community to improve and enrich people’s lives.
My thanks, as always, to the small group of volunteer trustees who deliver the work of the charities alongside our secretary Susan Stott.
Their unwavering dedication and unfailing care are what make the charities’ work possible. And never has it been more notable than in this year which has seen no fewer than four trustees each notch up a remarkable 30 years of service to the trust.
Raymond Butterworth, treasurer/trustee Peter Hoyle, secretary Susan Stott and chair Val Javin have each marked that milestone to make this a memorable year for the Trust.
That continuity of service to HCGT and its associated charities was in many ways reflected in a large number of documents lodged by the Trust during the year with the West Yorkshire Archive Service.
This latest tranche of documentation adds to the collection of papers on the Trust’s work already held by the WYAS and charts a period of the history of the charities from 1915 to 1995.
In lodging the documents, the trustees pay tribute to the enduring levels of service and commitment to volunteering which we see continually in so many organisations working across our community.
Val Javin Chair
Page 7
Huddersfield Common Good Trust
Huddersfield Relief in Sickness Charities
Huddersfield Cinderella Society and E. Austen Johnson Trust Fund
Accounting Policies
For the year ended 31[st] March 2025
The accounting policies used by each of the above Trusts in preparing the financial statements, which have been prepared under the Historical Cost Convention, are set out below.
i) Investments
Investments are stated at cost. Provision is made for any estimated permanent diminution in value. Profits/(Losses) on realisation of investments are dealt with in the Income and Expenditure Account.
All investments are held in the names of various nominees.
ii) Income
Dividends, other income and legacies are included in the Income and Expenditure Account at their gross amount on a receipts basis.
iii) Grants
Grants are approved by the Trustees and included in the accounts on a cash paid basis.
Page 8
Huddersfield Common Good Trust
Income and Expenditure Account
Year Ended 31 March 2025
| 2024 £ Income 550 Gifts, Donations and Legacies 43613 Investment Income (gross) 21 Bank Interest 44184 Total Income Expenditure 6000 Secretary's Salary 470 Office / Meeting Room Costs 0 Independent Examiner's Fee 77 Bank Charges 337 Other 5864 Commission Paid 550 Legacies transferred to Capital 0 Income tax deducted 13298 Total Expenditure 30886 Available for Distribution Charitable Donations 28258 Grants per Schedule 2628 Excess / (Deficiency) of Income 7733 Surplus / (Deficit) on Sale of Investments 10361 Surplus / (Deficit) for the Year |
2025 £ 60289 44690 23 |
|---|---|
| 105002 | |
| 3000 470 0 78 523 5364 60289 0 |
|
| 69724 | |
| 35278 38347 |
|
| (3069) (12892) |
|
| (15961) |
Page 9
Huddersfield Common Good Trust
----- Start of picture text -----
Balance Sheet
As at 31 March 2025
2024 2025
£ £
Trust Capital
884209 Balance at 1 April 2024 895120
10361 Surplus / (Deficit) for the Year (15961)
550 Legacies transferred to Capital 60289
895120 Balance at 31 March 2025 939448
895120 939448
Represented by
889935 Investments at Cost 937368
Market Value
2024 2025
£1,019,185 £1,099,112
Current Assets
4950 CAF Bank 2315
235 Prepayment 0
5185 2315
Current Liabilities
0 Accrual 235
895120 939448
Signed on behalf of the Trustees on September 2025
----- End of picture text -----
V Javin P J H Hoyle Chairman Hon Treasurer Page 10
Schedule of Grants
Year Ended 31 March 2025
| Almondbury Scouts Clayton West Cricket Club Cobra Wellbeing CIC Crosland Road Allotments Forget Me Not Children's Hospice Golcar Pantomime Grove Lawn Tennis Club Huddersfield Astronomy Society Huddersfield Geology Group Just Hoop CIC Marsden Royal British Legion Outlane Cricket Club Skelmanthorpe Cricket Club Slaithwaite Croquet Club The Branch The Kirkwood Thongsbridge Cricket Club Yetton Together Year Ended 31 March 2024 Aspire Berry Brow AFC Birkby Rose Hill CC Friends of Honley Library Greenfields Family Centre Gwennie's Getaways HCS Voices Hive Huddersfield Mission Kubatana Lascelles Hall CC MHA Communities Kirklees Milnsbridge Bowling Club Pakistan Association Sharing Memories Thongsbridge C & BC |
£ 2500 2300 3500 2000 2500 700 3000 1000 600 4000 4000 1500 2120 1750 500 3377 2000 1000 |
|---|---|
| 38347 | |
| £ 1669 1500 4500 2000 880 500 250 750 874 360 5000 655 4500 3000 320 1500 |
28258
Page 11 Independent Examiner’s report to the Trustees on the accounts of
The Huddersfield Common Good Trust
For the year ended 31[st] March 2025
I report on the accounts of the charity set out on pages 9 to 11.
Responsibilities and basis of report
As the charity’s Trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’)
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directives given by the Charity Commission under section 145(5)(b) of the Act.
Independent Examiner’s statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
1) accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
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2) the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
M Fielding, FCA
***[th] September 2025
Page 12
Huddersfield Relief in Sickness
Income and Expenditure Account
Year Ended 31 March 2025
| 2024 £ Income 28790 Investment Income (gross) 21 Bank Interest 28811 Total Income Expenditure 0 Secretary's Salary 3850 Commission Paid 64 Bank Charges 0 Income tax deducted 3914 Total Expenditure 24897 Available for Distribution Charitable Donations 24000 Grants per Schedule 897 Excess / (Deficiency) of Income 11177 Surplus / (Deficit) on Sale of Investments 12074 Surplus / (Deficit) for the Year |
2025 £ 29484 25 |
|---|---|
| 29509 | |
| 3000 3429 71 0 |
|
| 6500 | |
| 23009 28047 |
|
| (5038) (8855) |
|
| (13893) |
Page 13
Huddersfield Relief in Sickness
Balance Sheet
| As at 31 March 2025 2024 £ Trust Capital 578654 Balance at 1 April 2024 12074 Surplus / (Deficit) for the Year 590728 Balance at 31 March 2025 Represented by 584968 Investments at Cost Market Value 2024 2025 668,019 677,934 Current Assets 5760 CAF Bank Current Liabilities 0 Sundry Accruals 590728 Signed on behalf of the Trustees on September 2025 |
2025 £ 590728 (13893) |
|---|---|
| 576835 | |
| 576176 | |
| 659 | |
| 0 | |
| 576835 | |
V Javin P J H Hoyle Chairman Hon Treasurer
Page 14
Huddersfield Relief in Sickness
Schedule of Grants
| nded 31 March 2025 Denby Dale Bowling Club Denby Dale Centre Hepworth Brass Band Honley Cricket Club Honley Village Community Trust Longwood Football Club Lowerhouses Community Bowling Club Marsden Mechanics Slaithwaite Community Association St Bartholomew's Community Café Support to Recovery |
£ 880 772 5000 2000 4000 1000 1900 5000 5000 1700 795 |
|---|---|
| 28047 |
Year Ended 31 March 2025
Year Ended 31 March 2024
| Almondbury Methodist Church | 3000 |
|---|---|
| Crosland Moor Bowling Club | 5000 |
| Golcar Cricket & Athletic Club | 3000 |
| Longley Community Sports Club | 5000 |
| Milnsbridge Village Hall | 5000 |
| Wilshaw Village Hall | 3000 |
24000
Page 15
Independent Examiner’s report to the Trustees on the accounts of
The Huddersfield Relief in Sickness Charities
For the year ended 31[st] March 2025
I report on the accounts of the charity set out on pages 13 to 15.
Responsibilities and basis of report
As the charity’s Trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’)
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directives given by the Charity Commission under section 145(5)(b) of the Act.
Independent Examiner’s statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
3) accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
4) the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
M Fielding, FCA **[th] September 2025
Page 16
Huddersfield Cinderella Society and E. Austen Johnson Trust Fund
Charity No: 224085
One Hundred and Twenty Third Annual Report and Summary of Accounts
For the year ended 31[st] March 2025
To be presented to the Annual General Meeting to be held at The Huddersfield Mission
Lord Street Huddersfield HD1 1QA
Monday 6th October 2025
Chair
V Javin
Honorary Treasurer : P J H Hoyle, BSc.,
Honorary Solicitor:
J. M. Fryer, LL.B, LL.M Ramsden Street, Huddersfield HD1 2TH
Secretary:
S Stott c/o. The Huddersfield Mission 3-13 Lord Street, Huddersfield, HD1 1QA www.hcgtrust.org.uk
Investment Advisors:
Rathbones
Page 17
Huddersfield Cinderella Society and
E. Austen Johnson Trust Fund Charity No. 224085
Minutes of the Annual General Meeting held at the Mission. On Monday 7th October 2024
Present: - Ms V Javin in the chair
Mr P J H Hoyle Hon Treasurer Ms S Stott Hon Secretary Mr R Butterworth Mr A Haigh Ms E Oldfield Mrs S Hollingworth Mr Raj Beadle
Apologies: None
Minutes
The minutes of the Annual General Meeting held on the 2nd October 2023 were read and accepted as correct, Proposed by Mrs Hollingworth and seconded by Ms Oldfield.
Treasurer’s Report
For the year ending 31 March 2024 the fund has made a surplus of £747. There was an adjustment to the value of Investments of £490. Investment income shown in the accounts is more than 2023 at £1,012. The only administration expense is commission paid which was similar to the previous year at £275. No grants were made in the year. The net surplus of £257 has been added to the Trust Capital which stands at £50,533.
The value of the investments increased from £45,574 to £48,752 and is all held in Government Stocks. These stocks are very safe but have not performed well in the recent market conditions. Otherwise the fund is in a healthy position.
Appointment of Independent Examiner
Mr Hoyle thanked Mr Fielding for his work in examining the accounts. Ms Oldfield proposed and Mrs Hollingworth seconded that Mr Mark Fielding be the Examiner for the next year
Any Other Business
None
-------------------------- date ----------------------------------- Chairman
Page 18
Huddersfield Cinderella Society and E Austen Johnson Trust Fund
Receipts and Payments Account
| Year Ended 31 March 2025 2024 £ Income 1012 Investment Income (gross) 10 Gifts, Donations and Legacies 1022 Total Income Expenditure 275 Commission Paid 0 Legacies transferred to Capital 275 Total Expenditure 747 Available for Distribution Charitable Donations 0 Grants per Schedule 747 Excess / (Deficiency) of Income (490) Adjustment to value of Investments 257 Surplus / (Deficit) for the Year |
2025 £ 1270 10 |
|---|---|
| 1280 | |
| 252 0 |
|
| 252 | |
| 1028 1645 |
|
| (617) (2544) |
|
| (3161) |
Page 19
Huddersfield Cinderella Society and E Austen Johnson Trust Fund
Balance Sheet
| 2024 £ 50276 257 0 50533 47362 3171 50533 V Javin Chairman |
As at 31 March 2025 Trust Capital Balance at 1 April 2024 Surplus / (Deficit) for the Year Legacies transferred to Capital Balance at 31 March 2025 Represented by Investments at Cost Market Value 2024 2025 48,752 49,821 Current Assets Barclays Bank P J H Hoyle Hon Treasurer |
2025 £ 50533 (3161) 0 |
|---|---|---|
| 47372 | ||
| 44821 2551 |
||
| 47372 | ||
Page 20
Huddersfield Cinderella Society and E Austen Johnson Trust Fund
Schedule of Grants Year Ended 31 March 2025
| Beaumont Stay and Play The Cabin Preschool Year Ended 31 March 2024 Page 21 |
£ 500 1145 |
|---|---|
| 1645 | |
| £ | |
| 0 | |