Charity R¢gl8tAtlon Numb•r- 223828
ARY
AR
ORT
ND FINANCIAL STATEMENTS
DECEMB
202
CONTENTS
PAGE
Tru&tee8' Report
Réport of the Independent ExBmlner
R•xelpts and Pa￿ents Account
StateMe￿t of A88etg and Uabllib'eg
Not08 to th• Fkn8nciAI Stgt8ments

MARY BELLAMYS CHARITY
TRUSTEES. REPORT
The Iru9tg08 pro8ent thetr r6p¢rt wth llè flnanL4al 8talorronl8 ol the ¢harty th& year 9ndsd 31 Decernb8r
2024
REFERENCE AND AOMINSTRATIVE DETAILS
The wveirring in$lrument of the Charf¢y ij a s¢hgrrn of the Charity Commi55ther5 dated 12 June
1968.
Charity registration number.
f23828
Trustees:
Mrs R CDpley
Mr¥ P Ralph l¥e3KJn•d 2￿0712024)
Mrs Angela Lister lappcirted 26103￿024)
Clerk tc th• eh8rity and prtnclpal Off￿8:
Mrs F Shinner
P9rker Rh￿1&5 Hl¢kmutt8
The Polnt
Bradmarsh 8u81ne$$ Park
r8dmar8h Way
Rolherham
S80 IBP
83nkeTS'.
The Royol Bank of Scolland
8oknors',
Pather Rhode8 Hi¢kmtsttB
The Point
3radmar3h Busines8 Park
Bradmarsh Way
Rolhèrham
$60 1BP
Independent examiner..
Mark Garrison Bccrfn FCA DChA
KIng$￿0d Alotts Limited
Chartered Acu)untants
Sldbngs Court
Lak88idè
Doncas¢•i
DN4 SNU
Invg$tm•nl advis•rs and stoCkb￿￿er￿..
Irwestec Weath & Inve5trn2nt Limited
Beech Hwse
61 Napier st￿et
SHEFFIELD
S11 6HA
The powers of invèsbm&nt ol the tN$teeg are restrictsd by the WOW$KJns of the Trustee
Investments Act 1961.

MARY BELLAMY'S CHAA
TRUSTEES. REPORT
08JECTIVE8 AMO ACTIVITIES
The ¢hariY8 obie¢tlye Is the wovKlon of glmthou808 to 8lm6wom0Tr in Rolherh*n area. The Iru6ts•6 bave corrtld*r4d the
Charily CommTh$ion's quldance on pUL￿"C bwefit4n¢J conwdeJ that il¥. promote the welfare of ?9ed ond netdy paopl¢
and therefore ffjeel the publlc bprkfit requlrempnls.
PU8UC 8EMEFrr
In selllng prfor41188 Iu 8reas Of￿￿. Ihe lYUStee80fM81y Beiiimy's Charty have ￿dregard 10 Ihe gUIda￿trL
thts oharity ¢ommi88ityn on the of PU￿10 bonofflt.
TM publlc r*n4fit arising fram Mary Bgllamy's Charmy can b4 g•en In IM crmlrwgd provisKJn of A suilabl• EtandaTd ol
atttsmmthl￿c￿ A￿BWoman th* ILt*l wèa. Thls In Iln•Mrylh the Charrtlo 4¢livllats •nd obje¢iivos to makè •¥allable
mJhDuse• to AlmswDmer* In crffimunlly mat by providlng •i¥ 54¢h Bdlarny Clue. RothErhDm.
Tho prcp6rti•s ¥8 Prov￿•d f¢yG•nU•wcffl)•n of qood ohar*￿r In mduced, no•dy ar If￿￿nt drcum8Nn¢èi.
¢Th•rlty to ¥wport r•levinl 4derly Indlvldwli h the Gornfwrrtty w￿h olher •dd¢tlon¥l they
ACHIEVEMENTS. PERFORMANCE AND FINAPICIAL REVIEW
Th• Chorlty conlinued to p￿VId• s5x almshouse$ 418ellemy Close, HerrinithLYF4.
Th• y•ar •nd lin•Th••l prAIWm DI tho chantyls ••1Ssf4ctory. A$ $$1 outon pa9•A 8•v•n •TrJ •ighl. th• mark81 valu• ol
Inv•*lmenti 4131 De¢•mber 2024 w•• £540.218 whlGh li £40e.11P h •x¢Ms ol th•IrOr￿kn•1 co•1. Th• unr¢a¥•ed c
Invt51meDti fcf Ihe y••r £14.81212023. £18,487).
The tr￿t￿ta have eon*ideMd thè wuliemantfor r•i•TV•• *r4 Ihlt th• current lèvd remalni adequate.
The BmtyJrl of held by th• th•rlty •• ul 310•cemb•r 2D24 11 te10.a2912023- £70).9661 l•rn•Je up ol bJr*
b*wb¢e$ tst4lllrrfJ £128,Cfj712023- £128,134), InV￿lm*ntB of £540,21812023. £525.4081, fix•d ai6è18 Df £150,OaD. thbtorn
of £1.17912023- £7151. leg8 ￿abIllI1•S of £8.53512023- £8.2891 The llxttd ar2 m8de up o118nd and ￿lIdIng* wthlch
Ire hèkl In order lo llchkry¥q c￿• ol Ihv cèjecdves of lh• <￿￿tY ol provlding almthDulle to loEal women. The bank
b*￿c*B •r• hold lo dlowth• d8y to day management ol th• p¥op•ttsei is woll 8• 8 In ee8• mpair8 are required 10 lh•
property. Th8 In¥ostrn•nts ar* as 8ndowment fund8.
*)¥1 of the ch•rity'¥ Incorne ￿ generAI@d from Investmenls ènd curienl rthjms We con¥l8tent tyj ￿ year
INVESTMENT POLICY i peRFORMANCE
Th• IruBtsè& t&kè advlC• from 6ioekDrtskwi In eor•)edion wlth In• *cquiiltitsn and ￿1￿1&1 01 Inv••tm•nM Ind Inè oporthoTh of
p¢xN01￿.
STRUCTURE. GoYeRNANce AND MANAGeMeNT
Thfr 9ov•mln9 ii¥lrum￿l of the Charlty is • sch•m• ol h Cb4rfty Cornml••lcngri d•l•d 12 Jur• 1966.
Ttt• ctt¥rtty IA run by • cl•tk nnd a bmrd ol unyid IFuBt••s. Admlrtstral￿@ dub•¥ •[• carrk*d c￿1 by tha iollt4tori Ie th• tharty
Tru•to9• •rg vpolnted wl the amu* g•rAir41 meqtlTrJ orat dudng tre year a• noc8$68ry.
Approvod on t*haif c4 th• Iru8to88 offl .
MRS RCOPLEY, TRUSTEE
MRS A LISTER. TRUSTEE

INDEPENDENT FXAMINER'S REPORT
TO THE TRUSTEES OF MARY BELLAMY'S CHARITY
I feport to the tharSty trustee¥ on my examinati1￿ or the guxjunts ol Ihe charity for the yEar
eThJed 31 December 2024 which are 8el ryjt on p&ae8 four lo nine.
REBponslbllltles •nd baJl• of report
P* the tharity'5 tsu8lee8 you are responsibk for tha proparat￿n Of the accounts in acc(JrdarKe
wlh th• r•qulrem•nts or th• char￿•8 Act 2011 Ilh• NLt'I.
I report In respect ol my examln8tion ol the charlty'8 8c¢oun15 carrth out undei section 145 al
the and In ¢afryinq my exarnination I have followed all the applKable Directions given by
the Charity Commission under secuon 145{Sllbl of tre Act.
Ind•p•ndent •x4mln•rf• •tatsn*nt
I have cOmp￿ted my exarninatbn. l Gonfirm that no materral matter8 have Cunts to my attenti¢
in connectknn Mlh the examination gwlng me ¢ausè to belleve IhBI in any matèrlal respect..
Bccount'nq record3 were not kept n respect tsflhe chadly 83 requlrod by 130 of the
Act.. or
2. the accounts do not accord Nmth those records
I hthve no eoneem# and have tome across no other matters In cOnned￿n wlth the ex•mlnation
to which attenlM)n should be drawn In this report In prder to enthe a prop¢r uTrd¢rstsnding ol the
account8 to rexhed.
Mark Garll60n Bcom FCA DChA
Klngswood Allotts Umlted
Chartered Accountants
Sidings Court
Lakesde
Doncaster
DN4 5NU
DATE." .........................

MARY BELLAMfs CHARITY
RECEIPTS AND PAYMENTS ACCOUNT
FOR THE YEAR ENDED 31 OECEMBER 2024
Mote
1024
2023
RECEIPTS- unrnstrlct•d fund#
Investment income
ank intere8t receNed
Contrtiutions from alM8￿Men
13.9CIJ
3.019
8,263
14,184
1.869
7,02D
23.073
RECEIPTS FROM ASSET AND INVESTMENT SALES
- Endowrnent fundi
Fraction Cash and Proc•eds
TOTPI RECEIPTS
25.112
23.0
PAYMENTS- unr••trlctgd funds
H•rrlnglhorp•
Gas and •&￿tricitY
Rates and waler chargeyj
Fiopalrs, renewals and mfurbishment
Inaur8n
Advert161ng
Accounianey
Sollcitors, adminlstr8tton fees
7.121
3.332
3.488
1.702
5.137
2.730
10,072
1,506
132
2,430
4.800
26,807
2.496
4,8CKJ
22,939
PAYMENTS RELATING TO Ass￿ AND LIABILrrY MOVEMENTS
- Endowment funds
Investrnent PLxchases
Stoekbroker8 fees
310
310
310
1,378
TOTAL PAYMENTS
23.2
28,185
EXCESS OF RECEIPTS OVER PAYMENTSI
(PAYMENTS OVER RECEIPTS)
1,933
15,1121
BANK BALANCES AT 1 JANUARY 2024
126.134
131,246
BANK BALANCES AT 31 OECEMBER 2024
12B.067
126.134

MARY 8ELLAMY'S CHARrrY
STATEMENT OF ASSETS AND LIABIUTIES
AT 310ECEMBER 202
Note
2024
21123
MONETARY ASSET5
Bank Balances - UN￿1￿Cted fvnd•
Bank current account
Bank dèposit account
Cash at stc¢kbrokers I Solidtors
105.138
250
22.879
103.624
146
Total bank balance8 al 31 DeoernbBr 2024
128,067
I￿￿$tMen1*- •￿lOw￿•ThI fund•
540,218
525.406
D•btor•- ￿r•StrICted
Insuran￿ prepay)Mnl
Contributions from almswom•n
415
764
Totsl O•btor•
715
OTHER ASSETS
T4nglbl• Flx•d A$*•t$- Fr••hold L•nd & Bulldlng•
- endowment funds
Belkqmy C108e- 6 AJmghouae8
150,C¥)O
150.OCI)
TnMt••i Valuallon
I50,￿0
LIABILITIES - unrnstrlct•d fund•
Solicitors feeB
Independent ExaminerB fee8
Gas and èlèctrielty eharges
Water ch8rg&s
4,800
2,628
1,044
83
4,800
2,550
895
These financial 5tatement¥ were apptDved by the TNste￿ on
Iheir behalf by..
and $ign¢d on
MRS R COPLEY, TRUSTEE
MRSA LISTER. TRUSTEE

cc
OR
E YEAR ENDEO 31 DE
2024
2023
1- INCOME RECENED
UK COMPANY SHAREHOLDINGS
3400 Ord 25p BareLays plc
2185 Ord Marks & Spencers Gp
600 Ord 25p BrftsBh Amen¢an fobacco p
2100 Ord US $0.25 BP
1600 Ord 5p BT Grtyjp
1296 Ord 28.935185p Oiageo plo
1674 Ord 25p GSK
1558 Ord US $0.50 HSBG HoldlThJs
196 Ord 19.8095238093Tp Inler Cont'nentsl Hote18 plc
2128 Ord 10p Lloyd8 8anklng Group
1674 Haleon plc
1013 Ord 12.431289p Nallonal Grk1
1108 Ord 5p Prudenllal Corporation ￿C
483 Ord 10p Reckltt Benek Group plc
692 Drd 14.44p R?Ix pl
11080rdO.05p M& G plc
533 Ord 10p Rio finto
1900 Ord 5p Tesco
600 Ord 50p SSE pl¢
450 'B' Euro 07 Shell pl¢
1574 Ord USSO.2095238 Vod81one Group
279
66
1,406
498
128
1,027
803
I,l)J6
232
62
104
593
183
948
415
219
1,802
188
360
482
120
262
1,366
469
123
1,037
743
661
213
54
70
562
173
903
387
220
1,722
164
448
123
10,2T9
10.921
UK UNIT TRUSTS
1850 M & G Charilund Income Units
68 M & G Charrfund Acr#Jm Unils
9140 Ab¢¢idgen Stsndard Fund I St¥ndaid Lrfe Short Duration
1.665
1,582
1,068
1.665
2,6
UK INVESTMENT TRLIST
2175 Old 25p Murray Income
1.218
1,218
1,272
OVERSEAS DIVIDENDS
27 COM USDO Jack50n Financiel
41
37
31
41
13.9(KJ
14,184

NO
5 YO TNE ACCOUNTS
CONTINUED
YEAR
24
MARKET
MARKET
VALUE AT VALUE AT
311121Z024 3111212023
COST
2024
coaT
2023
2. INVESTMÈNTS
UK CONiIUMER GROUP
186 Ord 20.85213Q3p InleT Ccffjtinental Hot•b ple
600 Ord 25p Brili$h Arn•rlcan TrkAc¢o
1296 trd 28.935185p Di&goo
2185 C*d 2Sp M8rk9 And Spenc•r Gr￿p
133> Ord D.3125p GSK
150D T•Bco Ord G8PO.￿33333
18.516
17,277
32.883
8.207
18.028
5.525
13,221
13.770
37,017
5,$62
19,437
4.￿7
1,797
347
2.584
6.739
4,124
4.979
1,797
347
2.S84
8.739
4.124
4,978
100,434
93.764
20.5TO
UK OTHER GROUPS
2100 Ord US $D.25 8P
1800 Ord Sp BT Qroup
1013 Ord 12.431289p Nilonql Grid
1874 Ord 0.01p HI￿on Pk
483 Qrd 10p Rockltt Bonck Group
692 C*d 14 44p Relm plc
533 Ord 10p Rio Tinto
450'b' Euro 07 Shell pl¢
60Q Qrd Sop SS£ Wc
1974 Ckd USSO.209S238 V¢d4fon• Ckn
8,252
2.306
9.619
8.310
23.341
25.109
25.17$
11.143
9.650
1.075
8.790
1,976
10.720
5,387
26,183
21.518
31,141
11.567
11.139
1.079
12.269
2.387
4.830
915
2.934
4.985
5.042
7,178
4,260
4.911
12.269
2.387
5.147
915
2,￿4
4.9e5
5.042
7.178
4.280
121.989
130.500
49.691
).008
CMriBd forw•rd
222,423
224,2e4
70.26t
70.578

hlARY BELLJNY'S CHARrrY
NOTES TO THE ACCOLINTS
CONTIIIU
FOR THE YEAR ENDED 31 DECEMBER 2024
m￿RKEr
MARKET
VALUE AT VALUE AT
31112ra024 31112J2023
OST
2024
C08T
2023
2. INVE8TMEMT3 IC0￿[[NuED}
Brought foward
222,423
224.264
70261
70,578
UK FINANCIAL
3400 Ord 25p BaiGI4y
15bb Ord US $0.50 H58C Holdln J&
2128 Ord 1 Dp LIDydB Banking Group
1108 Ord 5p PNd•nlk¥l
1108Ord5pM&OP
9.118
12237
1.166
7,057
S.229
5,900
1.015
9,829
2,468
5,196
9,946
7.458
5.196
9.946
7.458
187
187
31.769
28.441
23.958
23,958
UK UNIT TRUSTS
792.91 Chofiliv8 Official Un*•
1880 M & G Charlfund Incorne Units
68 M & G Charlfvnd AcGum Unrts
206,645
27.235
22,235
196.842
28.547
20.398
2.300
10,284
14,413
2.3
10.284
14.413
255,119
243.
26,99
26,997
UK INVEBTMENT TRV8T
2175 Ord 25p Murr4y Internatknal Truit
28.030
28,030
12.368
12,388
OVER8EAS DIVIDEND8
27 COM USDO Jackson Fhi4n¢i•l
1.877
1,OB4
016
515

NOTES TO THE ACCOUNTS
CONTINUED
J_ RELATED PARTY TRANSACTIONS
Mr8 F Shinner, Clerk to the Tru31ee3, is a partner In the pracb.re af Parker Rhodes Hickmd
Solicrtors, who carry out the day to day administration of the Charitys affair8. The amount pakl lo
Parker Rhodes H￿kMOtt$ durlng year was £4,80012023- £4,800). Al thp yBar end £4,800 wa$
owed to Parker Rhod•s Hickmotts in unlnvol&gd 18•s12023- £4,800).
4 - TRU8TEE8 REMUNERATION AND EXPENSES
No remunerallon or expemes werè F4ld to IrugleBs the ye#r12023- NII.