Regl#terèd Charlty Number 224690
THE SHAW LANDS TRUST
BARNSLEY
FINANCIAL STATEMENTS
FOR THE YEAR ENDED
30 JUNE 2025

THE SHAW LANOS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2025
PAGES
Legal arwj admNi5tralive vfijtmati
Anr¥Jal rawt of Ihe Tntslees
Indepwtht exarni￿r$ report to lh8 Trustees
si*mw)i of fina￿al aeb%ities
BalaTYx Sheet
Notes lo the fina￿￿ statern￿

THE SHAW LINDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2025
THE BOARD OF TRUSTEES
EX￿￿¢10
Wotshlpfvl Mayor
A•pr￿￿t￿l￿O tru•to
Cllr K M￿ChaI
CllrJ
Cllr K Richardsc
CllrJ Moyes
Cllr M Sl(A4t
Cllr J Clarke
Cllr C Pickerir
Cllr C Mthinson
Mr J S B05NMck
MrMRBlrd
Mr8 A C Fletcher
Mr 8 R 8dred
Dr E Norris
Mr5 E Wcrth
Ml$$ J Leech
Mr K Wlliam$
CLERK
MrA Le￿6
lo RKlley 8 Hal sdidiors
35 Church street
Barn51ey
S70W
INDEPENDENT EXAMINERS
Glbson 8oolh
chèrt￿ Awowlarrts
And Slalutory Auditor5
New Cowt
Abbey Road
Shepley
uddorsfi4d
HD8 8BJ
BAJ4KERS
Bardays Bart¢ plc
23 Q￿n streei
artsley
S701RJ
STOCKBROKERS
Rait*Jones
Beech Hwse
61 Nayer Street
Sheffiekl
S11 8HA

THE SHAW LANDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2026
The Board of Tfttslees hève p￿5￿¢ In presenliw thelr retxxt and finan¢ial ststemÈnt& of IhÈ Charity fort1* year ¥￿t￿ 30 Ju
2025.
TIE kgal admirustratiw inlomi81ic*) set out on ptye 1 I￿$ p8rt of IhK8 rewrt.
STRUCTIJRE. GoveRNAN¢E AND MANAGEMENT
Govern￿8 document
The Charity is governed by 115 Trusl Oeed arxl rs registered thith the ChJrity C(rnission Imm￿224s9o1.
0r9an18allon 8trncture
Ttuslee5 IT￿1 Ivlce a year in April and October in order lo consider applicalkir￿ for assistance. The Chaiman has
delegaled re5ponsitility to COn￿der ap￿illIo1% ¥thich. because of I￿1r nature. wuire an immediate response. The day to day
ar*¥￿e5 of Chty are ￿t￿th by the C*k to Ihe c￿arIty.
Clork
The adminislralion or Ir* chartty Ss conducted by Sls c￿rf1, Mr A Leece. of ltsssrs Rhjty & Hall Sdicllois. recofves ars arnjal
remunerallon of £4.000 plus VAT ￿ thsburswnenis.
08JECTNES AND AcnvmES
The 0￿e¢ll￿r of the Ch8frty Is lo aFply Its Income lor l%w de8ty deflr*d purposes. n8mety.'
l. The payTnent of not less Ihan thlrds of It8 InCOff￿ In SUFVCrting and m￿rtaIn[￿j prnsc*bed local Ir￿lItutIc￿8 and chari1*5 n
the Ancient T￿r$hip of Bawoley, a
2 The paymeni of r￿t more th8n orE third of ts tncorne in awqrding 5chol8F51wp5, bwsgrEs, mw1rtenan￿ allowano5 or grart$ Ity
certain Specified educalional pwp05e5 lo beneficiarie5 being per50n5 have nol attairEd the age of 25 years, a
r8sidèt* vrilhin Ihe Barnsley Metropolit¥n 8orough, or have lor rw)I le55 than iwo yew5 been in atterKlance al any 5Ghwl 4%ithin
the Balnslty Melropdilan BorOL￿n and tho, in IIE of the T￿lee5. are M neeil offinancral a55islan
tru$iee5 have Consid￿ It￿ Charity Commlssion's general gudaTKe on puwic tenefit.
HIEVEMENTS AND PERFoRm*￿E FINANCIAL REWEW
TrE sialement of FinancAal Aclivthe5 $hovJs net inGome of £16.705 12024" e2.7B31, wlh Ihe Charity's inve&trnenl pottfdio sho%*iny an
i[￿￿aSe in market valuè of £34.78312024." £1D8,2661 over IhÈ year. Oelails of shares s￿￿ duriffj year are wowded in Tr)le 710
these accourts, realislr¥J a profit of E16,17412024". £45.1141.
grants and donauons made In year lo 30 jtsr￿ 2025 we..
202S
2024
grant8
Additional grarts
Educatsw awards
110
24209
21.944
6.CK)O
30.755
24,319
Furtherdelails ofgrarts and d(xwlK)n5 maik duriry year are nGludryl in rxAe$ 310 5 to Ihese dcGourts
For the current yeartt)¥e no education grants vknich Trw%i ¢rii•a.
Giant maklng pollcy
In ts)nskleriThJ grants to l(Kaiy based tharilies. ￿fe￿Ènr* 15 usualty gnftn to tha￿lieS ￿. or for, yolu￿ people. Each
charity's aCcO￿ts are car&fully suulinised before a deusion upon an a%vdrd is taken. In consideriw educational grarts. finattial
circumstances of each 4)plicanl 15 considered and prefererte given Io applicants whose PIrert￿ income is bw.

THE SHAW LANDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED30 JUNe 202S
Inv•sthi•nt pollcy
The charitys morxes may be Invesw at the Trustees dlscrebon and wlhtxrt limitatic*). The Tnjstees emloy $i¢c*brok¥s
In%%slec Weallh 8nd In%*5tment to manage thelr in%*str￿nt w)rtrolio.
R•sèrves policy
The INstses do not bel￿ Ihal il 1$ neGe$$ary lo have suwus fvTrJs sinrz ￿1 rnanagewt aThJ adminislration Costs of the iknrity
are COVe￿j by invesimenl income recei%Ed.
THE TrLISTEES
The Iruslees 5emd the charfty dufing the year*tre as fd10￿".
The Worshpful the Mayor lex-offidoi
Cllr K Mitchell
Cllr J Playward
Cllr K Rlchard$ty)
Cllr J Moyes
Cllr M Sl
Cyr J Clark8
Clr C Plckedr
Clrc MakIr￿On
Tl* foll¢vaYJ serY*l a$ t>optatNe Itwlees.
Mr J S B05tswc
MrMR8ird
Mrs A C F￿tcher
r 8 R Eldred
Dr E Norris
Mrs E Worth
Mi%5 J Leech
Mr K Wlllams
Slgrfd on beh*f of Ir* Board ofTrustees by..
MRJSBO
Trustee
TWICK
IS-
Apwoved by the trustees on ....... ... ..... .

THE SHAW LANDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 202$
I report 10 I1* ¢harity tru51ees on my examination of of IIE Gharty for year wKJed 30 June 2025 are sel
Aonpayes51o11.
AS the charity$ Itustee5 yw aTe responsiiAe the pryrgt%)n ol the 8¢¢0thts in aC[x)rdan￿ vdlh ItE reqllrerr￿ts of It
Charity Act 2011 (the Acl'l.
I rewl In resp8d of my examInai￿n of tf* ¢harfty'$ attomts ¢arrled (xrt UrKI￿ se¢tk)n 145 01 ts A¢1 and In car￿￿j out my
mination I ha¥e f￿1￿1 all applic8ble t1￿￿0￿5 given by Ch8dty C(xnNNs$ion uThJer sedon 14515llbl oftr* Act.
INDEPENDENTEX￿￿lNER'S STATEMENT
I ha￿ COm￿eled my exaftwnalion. I confimi that no material matters hav? Come lo rny att*)tion in cor*)èthon IhÈ
examinats.thn givkng r￿d cause to bdle¥e thai In arty material resped.'-
accwnling records ￿re not kept in regpect of the charity as requir•Y by sectlon 130 of ￿Ac( or
the accowts do not accord %*iih those re¢￿d5.. or
the accovnls do not comply the applicable requlreff￿nts corttrryry the form and content of accounts set wl in ihe
Charit￿5 IAccoLrts and Reports) Regulalion5 2008 other than any requiremwrt Ihal the accwrts gi%* a 'ltue a￿1 fa*r
is nc4 a rnatter consKl¥ed as pèrt of ￿ irfeW￿ent eMamin4liw.
I ha¥? Th) ¢on(*rns and have come across rK) Other matter5 n Cor￿￿10n wlh Ihe examinati￿ 10 attention Shwkl
drawr In Itds report In orderto enable a proper understandirwj of Ihe attothls lo be ￿8¢h￿.
Eatun (Apr 27. 2026.
PATRICK HEATON FCA
In(*k*ndent ey8mlr*r
Forand OTh bpthaLfof
GIBSON BOOTH
Chartered At¢ountant5
And siaithory Auditors
NeWco￿t
Abbey Road Ncrth
Shepley
Hu¢dersfidd
HD8 88J
27 Apr 2026

THe SHAW L4NDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2025
2025
2024
Inv•stm•nt In¢afflg
Narrcmer rar
2*
9.230
50.989
der ran9e
Bank Interest
2b
52.10T
428
Total lThcom•
6Q.862
52.667
EXPENDITURe ON:
harltabl8 a¢￿vIllaI
Grarns Payab￿ In ffftran* of1￿ ¢hafiV$ objed$'.
Fixed grants
Additional grants
Education award¥
110
24.209
110
21.944
24.319
28.054
Governa￿ c05ts'
Sloc*brc*ers' fees
Insurance
Professional IEe¥
Acuunlarcy
13,358
15,535
176
4,8(Y)
1,470
19,839
21,83]
T4)ial •xp•ndlliii•
44,158
49.884
M￿lmc0￿E
16,705
2,7B3
Rea15ed profil on disposal of In¥eslments
16.174
45.114
UrYeall$ed gain ¢n ￿valuation of inve$tn*nts
34.783
108.266
NET MOVEMENT IN FUNDS
S7.661
156.163
Total frJnd5 broU￿t fowrd
1,9SO.057
1,793.694
Tot•1 lund¥ ￿rr1•rf foThv4¥d
2,017.718
1,950,057
AJI movemen15 arè in UrrfeslrirJed Fu￿$
Th• noi•• on pay8 7 10 11 fomi part ol th•v acctyJM•

THE SHAW LANDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2026
2025
2024
INVESTMENTS
Nat[o￿tr rary?
WKler range
7a
344,325
1.607.197
1.951.522
175,8&1
1,649,397
1.825.233
7b
CURRENT ASSETS
Bank rAJrrent ￿Unt
Bank tletM)*l aCcO￿ts
Dealing account
41.813
14.273
11.550
67.636
113,044
14,070
1,490
128.604
¢URReNT UA8ILinES
Professiona fees
counlary fee5
1.440
1.440
1,380
3.780
NET CURRENT ASSETS
.1
124,824
NEfAssErs
2.017,718
1.950,QS7
FUNDED BY
Unrestricted funds
2.017,718
1.950,057
Thase attounis V￿re approved ty Bo¥d of Trustees on I
. and are 5vJned on beh4f by..
MRJ
BOSTWICK
Trustee
Thg Doto¥ pag9¥ 7 to 11 fonn plrtofthwo

THE SHAW LANDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2025
1 GENEIiAL INFORMATION
Tr* Shw4 Lands Tru$t 1$ an unirK0￿r4ted charty wister&J in Eryland and Wales. The addresy ofthe office 1$ 35
Churth Streel. 80rn5￿Y. S70 2AP. The trust cm5ti1ules a pub1icbe￿frt entity a5 ¢Jefined by FRS 102.
2 STATEMENT OF COMPLIANCE
T￿se financial 51alements have been prepared in cornpliance vAlh FRS 102. Finanual Reportlllg Standard applicab￿ in
the UK arnl th Republi¢ of Ireland. the Statement of Recommended Practice applicable 10 chantie$ p￿paring Ihtyrac¢ounts
in aCG0rdan￿ %Mlh the Finanriol RepDrting Slandard applicabk in the UK and the RepuNic of lrfand issued on OGlober2019
the Charities Att 2011.
3 A¢¢OUNmNG POU¢IES
Ba•11 of pr•paAtlon
f nancial gtalernents have been prepared on a goiThJ corLem basL8 Lnder the historical cost Conventi￿ as fflothfied by
the revalualirfft of cerfain finanaal a95e15 Measured at fair value through income and e¥peTh1ilure. The finaroal stslements
are prepaied in 51edirvJ is the furKlional currency of the charity and roun(kd lo the neare51 £. The 5ignffic*rt aCClXNItitvJ
p&ve5 ¢OD$15tenlty in the preparation of1￿% finaroal slateff￿ntS are set out belw.
Going ¢on¢•rn
a￿ no materi81 uwiairtie$ aix)ul ts thar1￿$ abiltyto contin￿.
Incomlng rvdourc8S
Investment irKome is acts)unled for In the Ferithy In thch the charity 18 entiued to recwpt.
Re¥ouT￿5 gxpgndod
Expendilwe is incI￿led on an accruals basig. I￿JuS1￿￿ of VAT.
Grant5 payabk are charyed in the pwod ￿tten the offer 15 cM¥eyed to Ihe recipwt.
Manageff*nt and admiThsiraibn comprfsés costs ror tho runThr¥J of the charity iisdf as an Ly9a￿sa￿0n.
Rg411$9¥ and unr•411s•d gaSn¥ on Imio¥tmont a8¥et8
Realistd yains are deriv*l by d¢du#ing ts fair vabx of an In￿lm*￿t 01 the siort of the perv)d from Ihe $￿e procetrjs
re¢dved.
Unreallsed gains relate 10 Ihe mo¥emeni In the far Value of thè thar5ty'S Investment porifolo frcm the to the ojrrent
balance sheet date.
Invesimonta
Invesiments are $tsled 81 faIrV￿Ue.

THE SHAWLANDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2026
2 INVESTMENT INCOAIE
202S
2024
4.75% Treasury Slock
UK Govt 4.5%
UKG0￿o.2S%
1.425
7.8(k%
9,230
134
b Wl¥or range
Astrazeneca &tyJp p
An>0 Amerka
Aviva In¥e510ts Fund
Balanced ComffÉrdal Prop
BMO ComrrErual
Blackmck Smaller Comp*)*$ TTU5t
Chanlies Propety FurKJ
Compass Glow)
CT I Sicav
Diageo Wc
Experon Grtyjp
Fedrtd Htrns Inv
FIL Inve$lmenl S**es lu
Findlay Park
Hipyn05is Sorys
HS8C Hddirys FIC
INT Public Partner
In*sco
Isha￿S
349
323
2.092
1.2W
1.995
958
322
2.183
374
226
1.203
1.374
5B7
2.762
2.191
2.731
937
JH Irweslmenl Funds
JP Morgan Asset M￿ag8m￿nI UK
Jupbter UT
Lazard Gbl
Legal S Gener
Londwmetdc Prop
m￿inth Funds
M￿antWright
Polar C8p￿al
PNeNMer Milton
Primary Hlih Prcp
Premler P(xlfollo PM LIK 0p￿rf￿11￿S
Prude￿￿ Corp
Rdx
Rio Tlnlo plc
Royal Lon(k)n
Schrodef plc
SSE Pk
1.207
3.390
1.480
288
1.768
528
1.722
1.120
3,694
1.287
1.357
718
1.108
2.105
1.845
326
218
1.061
4.431
1,804
1,586
4,097
1,729
Income
Threatlneedle ILLFXI
The Rer￿a￿e8
unl￿￿r plG
VarKJyard Fwvjs
7.1
6.474
1,868
615
1.795
935
838
50,989
51.58B

THE SHAW LANDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2025
a FIXEO GftM4TS
2025
2024
Bamsw & Thslict GerEral Hospt
Sl Marf5 Church. Barnsley
The Go¥etnDT5 of HoPJate Sthpd, Barroley
25
35
2S
35
so
110
110
4 AD￿TrONAL GRANTS
2025
2024
Vot•d and dlltrfbu
12th 8am$ky Monk Bretton SCO￿ Group
148 8amsley Squadrm Ar Trwning co￿8
Action for Auiism & Aspergers Bamsley
Bams*y Sea Caikls
Bpm5*y Cwil Enlvpn5e
8arns*y Di51rict Talkino N￿paper
Barn8￿Y Hospce
B8m$ky HosKXI81 Chanty
Bam5ky IrrJeFeréenl Azheimer5 & Dernentia Soc4ety
Bams*y Museurns & Heriiage Trusl
Bam$￿ R￿1r￿j for the tjsabled
Barn5￿y Sarnalltans
B4rn5ky Ywlh Chryr
BettaLives
750
1.500
1.500
1.500
ca￿*horne CIHldren's Centrè
Cnmesloppers Tr￿1
Fareshare YorksNre
GrimÈthorpe Aclwty Zo
stery￿ Books
Music in ts Round
My BCNJY Is Fly 8coy FoundaikJn
Parkln$o)'$ UK 8am&* & Dl$iri¢i Branch
React
SSAFA
25Q
1.500
1.500
1,000
1.000
1.500
1,5(MJ
1.059
1.5CIJ
1.044
41Kl
Ex(xlus Proje
The Cooper Art Gallery
YMCA
Yoth¥hire Air AJnlxJlan
1,5(Ml
1.500
500
1.$00
24.209
1.500
21.944
S EDUCAMON AWARDS
202$
2024
A Mltchell
C Johnson
H Sutton
K Woojmoor
S A prO￿j
L Gray50n
6.(X)O

THE SHAW LANOS TRUST
FINANCIAL STATEMEfr
YEAR ENDED 30 JUNE 2025
6 STAFF COSTS TRUSTEES, REMUNERATION
There were no employee5 of the Charity the year.
Trustees receNed no remw*ation aTrJ Y*re Th)1 reinbwsed any oftr*ir expe[￿¢S in thÈye¥.
7 INVESThIENTS
2025
2024
Market ofthyestrnwts brw9hl fiwd
Acqui5ibws at cost
Sale proceeds from disposal
R￿lISed wofil dlsposa of Investm￿S
Unrealised gain th revalualiM of investments
Market V￿L* tsf Inveslmenls ca￿le[l fl¥￿?[¢j
1.825.233
513.423
1438,0911
16.174
34.783
1.951.522
1,682.929
815.993
I627.[￿9)
45.114
108.266
1,825.233
re811sert rmfft on di8Wsal of m￿lments analy¥ed as f￿10￿..
Ga
Ilo¥¥l
Jlo knerrAn
BMO C￿MerCIal Pro
Fedrtd Hm)s Inv FH Asia
Gemc• Inve51rnenl
HSBC Holdirgs PIC
Lazard Gl AclNe
Medicx FurKI Ltd
Muzinth & Co
Scottish & Soutr*rn Ewgy pk
Threa(kne&Jle Inv UK MKI 250 In$t
23.346
39.575
49.394
89,862
2,683
38.955
24.880
89.975
13.527
69.720
421.917
11.0811
7.949
3.140
6.152
367
12.2781
1961
1.582
813
47.524
52.534
95.014
36.677
24.784
71.557
14.340
69.345
438,091
13751
16,174
10

THE SHAW L4NDS TRUST
FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2025
MVa¢
30.06.2S
Co¥¢ 4t
30.06.24
Mvat
30.0&24
30.0&25
• Nary0￿r rang8
UK IGovi of> 4.5%
UKIGovt OO 4.625%
UKIGovt of) 4 75%
Tr9a5ury 4.75% stock
169.442
56.097
60.wo
52.300
175.669
56,641
60,674
50,15)
343.134
173,265
58.182
62.685
50.193
344.325
175.669
175.
175.669
175,836
No.
Co8t at
Mvat
Cobt at
Mvat
30.06.2S
30.06.25
30.06.24
30.06.24
b Whjar r•n90
Astrazeneca Group Flc
Anglo Amwcan
Awv8 Investors
Blackr(￿￿ FM
BlackrrKk Smaller Comparies Trust
BMO ComMw￿al
BNP Paribas Issuan 677%
Brovm AdM$ryy
Compa55 Group
Diageo plc
E￿rfa￿ GroLP
Fedrtd Hmis Inv FH A514
FIL In¥estmenl Servw5 (UK) Spec SitualiorA
Gerncap In¥e$tmenl
HSBC HobYirwJs PIC
INT Public Partner
142
14.370
17.544
29,015
64,510
46.034
10.293
50.516
30.727
63.385
14.LX81
2.311
2.541
45.824
35.773
81.771
35.135
17.132
2.250
64.389
46.034
10.293
75.139
55,026
29,7LMJ
72.747
52.873
32.670
39.575
56.364
e6.710
14,627
11.824
17,437
49,394
38,813
89.862
28.(X)O
4.289
677
475
30.727
77.863
61,597
82.998
16.702
8,683
17,747
2.311
2.541
473
20.558
35.773
45.865
3.366
42.353
27,647
3,858
93,102
H.919
723
22.511
62.768
55,034
18.042
63.889
36.908
72,352
25,723
18,230
29.S93
50.315
56.261
16.018
67.238
72.814
72,515
22,914
22.330
S3,327
55,034
18,042
63.889
Invesco Eurorean
Ishares M PIC
JP Moroan AM UK
JP Morgan Assei Management UK
Lazard Gl Acli¥e
Lag81 & General
Londonmeiri¢ Prop Ord
Medicx Fun¢J
Moranl WWM
Muzinith & Co
Morgan sts￿ey
Polar Cap Fds Pk Globa Ir
Polar Capital Funds PLC Heamhcare
Premier Portfolio Oppcthiryie5
Prudenllal Cup plc
Rio Tinto plc
Relx PIC
Royal London
Sehfoder pl¢
Scoltish & Swihern Enwgy rdc
SI￿dard Chartered Pl¢
The RerEwables Infr8structure Group
Threadwedle Investments UK
T￿ntyloUr IrK¢fft
Unile¥er rlc
VaNJuard FuThJ$
18.407
67.089
71.197
38,955
20,426
21,269
24,880
22,03e
69.975
36.467
45.871
38.718
52.495
14,186
16.226
33.373
25.723
18.230
28.307
11.943
70.151
35.353
34,980
34.429
6,878
11.OfXJ
929
1f.943
23,973
27.976
5.150
618
12.595
1.975
632
35,353
34,960
34.429
46.954
38.109
48.874
33.774
51.200
18.024
26.828
19.173
80.062
43.883
20.178
16.703
89,697
34.576
487
65.250
54.284
89.697
34.576
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78,365
43,623
13,527
2,orxJ
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23.767
26,672
24.140
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26.872
69.088
68.899
6.017
95.4(
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23.813
69.720
67.275
14.293
100,C68
1.649,397
65,00)
329
3.184
68.899
6.017
262.703
1.372.521
73.320
14,558
271.436
1.607.197