Charity reglstratlon nurnber 229553 (England and Wale51
SIR JEREMIAH COLMAN GIFT TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2025

SIR JEREMIAH COLMAN GIFT TRUST
LEGALAND ADMINISTRATIVE INFORMATION
Trustees
Lady Colman
JereM￿h Michael Powlett Colman Esq
Rev Sue Colman
Camilla Adènéy
Louisa Mulvaney
Thomas Colrnan
Secretsry
Mrs V R Persson
Administrator and bookkeeper
Mrs V R Persson
Charlty number
229553
Independènt examin?r
Roseanne Bennett Bsc (Hons) FCA
17 Walkergate
Berwith-upon-Tweed
Northumberland
TD15 10J
Bankers
Barclays Bank PIC
8 Market Place
Basingsloke
Hampshire
RG21 7LY
Soli¢ltors
Penningions Manches LLP
Da Vinci House
Baslng View
Basingstoke
Hampshire
RG21 4EQ
Investment advlso
Close BTolhers
4th Floor
10 Crown Place
London
EC2A4FT

SIR JEREMIAH COLMAN GIFT TRUST
CONTENTS
Page
Trustees, report
Independent examinerfs report
Statement of financial activities
Ba18nce sheet
Notes to thè financial statements
8-27

SIR JEREMIAH COLMAN GIFT TRUST
TRUSTEES. REPORT
FOR THE YEAR ENDED 5APRIL 2025
The trustees present their annual report and finanaal stalgments for thè year ended 5ApTiI 2025.
The financAal statements have been prepared in acCOrdar￿ wilh the accounting policies sel out in note 1 to the
ffinancial statements and cornply with the chatity's trust deed, the CharitiesAct 2011 and"Accounling and Reporting
by Charsties." Statement of Recommended Practice applicable to charities preparing their accounts in accordance
with Ihe Finan¢lal Reporting Standard applicabltr in the UK and Republic of Ireland {FRS 102} (effective 1 January
2019}"
Objoctlves and a¢tivltl&s
ObJectlves and activltles for the public benefit
The charity's objects a￿ the advancement of education, moral and social improvement of paople and maintaining
Church of England Churches. Such aid will be given lo the providers of 8ducation and relevant Institutions through
rnaking grants. The Trustees eonfrm that they have referred to the guidance contained In the Charity Commlssion's
general guidance on public benefit when reviewng the Trusl's aims and objectives and in planning fvlure a￿￿tIeS
and setting the grant rnaktng policy for thè year.
Potential reapients of grants are identified by Trustaas in areas where ¢t is perceived that public beneffil will be
achieved and the opportunity to benefit is not restricted in any way. not least to facilitate the Trustees being able lo
follow up the efficacy of the grants made. In 811 other aspects granis are not limited in any way except that the
recipients should have a charitable need.
Actlvltles and sp8¢lllc objectlves
Thè Trustees hold the funds upon Trust to pay al their discfelion irKome and ¢apttal for Charitable purposes. with
special regard lo..
Advan￿Ment of education, literacy and scientific knowledge
Moral and so&81 irnprovement of people
Maintenance of the Churches ofthe Church of England and grfts and offering lo the Churthes
Financial assi51ance to past and present employeeslmembers of Sir Jeremiah Cdman al Gatton Park, J&J
Colman Ltd or other Clubs and instltutions associated with Sir Jeremiah Colman.
The Trust does not actively fjjnd ralse and seeks lo continue the philanthropic work desired by the Settlor through
the careful stewardship of ils exisling resourc8S.
Gifts and donations are made to many charities ea¢h year and occaslonally to individuals. The Trustees wefer to
support donal¢ons lo Charfties whose work they have researched arKI whith is in accordance with the aims and the
obj8Ctives of the Charity for the year.
Most of the donations are made on an on-going annual basis, which the Trustees anticipate making bul which are
subjed to lunds available. The Trustees respond to new appeals and make extra donations upon revlew of suitsble
applications. In addition, there is a further Category of donations to support special charitable projec15 being
undertaken over a fixed number ol years and whilst the Trustees intent to continue and support those selected
projects if circumstances change the Trustees reservè thè right to cease their support at any time. Donalions are
only continued whère the applicant provides 5ufTicienl relevant information to the Trustees and satisfies the Trustees
Ihal continuation of funding is in the inlefests of the Charity.
Grant maklng policy
The Charity has established its grant making policy to achieve ils objectiv&8 for the public benefit lo improve the
lives of people suffering from finan{￿81 hardship. Finanaal circumsiances will be relevant only in determining the
amount of the award.
Grants are given to Tegislefed charities which the Trustees havè researched and which ihe Trustees know support
the public as a whole.
Th$ trustees have paid duè regard to guidance issued by the Charity Commission in de¢iding wh818¢tivities the
charty should undertake.

SIR JEREMIAH COLMAN GIFT TRUST
TRUSTEES, REPORT (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2025
Achievements and performance
Al their annual meeting, the Trustees consider the levgl of donations that th&y are able to make based upon Ihe
lalesl valuation of the trust funds and the likely Income lo be generated in the ￿rrent financial year. The Trustees
wish to ensure a sustainable level of donations rèflecting the lolal relLsm of In￿me and capital growth. and after
providing for inv&slmenl fees and administrative costs.
In the year erKled 5th April 21Y25, the dislribulions were 1.64%12024.. 1.81%) of the funds invested. and the yitrld on
the funds invested was 2.45QA12024'. 2.35%).
The charitable donations made in the year ended 5th April 2025 lotalled £146,87512024'. £163,925), a decrease of
£17,050 (2024.. decreasg of £14.6751 from the prevlous year. This is considered to be satisfactory, having regard to
the income generated, and the need lo lake a defensiv& view as to Ihe value of the fund, givèn present political and
economic instability. An 8nalysis of amounts donated is detsiled in note 6.
The Trustees are pleased that the donations bein9 made are being directed to thosè projects that the Trust wlshes
to support. The Trustees continue to take an active role in visiting various or9ani5alions to ascertain how the Trust's
suppori can make a difference. The Trust also re¢eives letters of thanks and gratittjde. wh￿h further confimi that the
Trust and the donalv)ns it is making are beneffiling both society and individuals.
The Trustees note that the market value of the capital assets of the Trust $lorxl at £9,150,30512024'. £9,218,816). 8
decrease of 0.74 %12024'. in(xe8se of 1.12%) duiing the year.
Financial revlew
The Trust receNed income of £222,731 12024.- £217,997) from shar6s and sgrAJrilies quoted on the Stock Exchange
and interest earned on cash balances wrth bank 8nd 8lockbTokers.
The Trust Incurred expenses totalling £72.169 for the year ended 5th April 2025 12024.. £63,183). Of these
expenses £15,838 {2024 £15,135} were charitable support costs comprising all o)sts involmng the publi
accountability of the charity and compliance with regulation and good praeti¢e as detailed in note 5. The balance of
£56.331 12024.. £48.0481 represents stockbroker management fees.
Assels of the Trust cA)mprise investments with a book value of £2,642,07012024., £2,397,315) and a markèt value ol
£8.803,723 12024.. £9,047,468) and Cash balances of £357,14712024: £181,913), of whith £152,507 is held in the
investrnenl managers caprtal account and included in total investmènts on the Balan%￿ Sheel12024'. £32,772)
The End<)wment {Capital) Fund has decreased from £9,080.240 to £8,956.23012024.' increased from £8,986,608 to
£9,080.241J)l over the year after re81i5ing gains of £38,97712024 10$5es of £6,(￿1) on sales of inveslrnenls during
the year. unrealised loss of £111,175 (2024.. unrealised gains £119.410) and a fund transfer of £4,519 {2024'.
£30,331).
The Unrestricted Incoma Fund has an unapplied balance as a151hApril 2025 of £194,075 (2024.. £138.5761.
The purpose of the En¢Jowment Fund is to provide future Income for distfibution by Trustees to further the purpose
ofthe charity.
The Endowment Fund movements ojnsist of capstsl transactions lo reinvest in further in¢om& producing assets of
the charity.
Investmènt and reserve pollcy
11 Is thè policy of the Charity to dispense all of the income generated from the Charivs investments during the yèar,
after taking account of Ihe Charity's investment managernent and govemance ￿s1$. The trustees inlend to sel a
consistent level of grant making which will mean that over time, some Capital will bg dispensed. whilst ensurlng over
th& same period Ihe Ca￿tal value of th& invested funds will increase at le8$1 in line with inflation. At the present
time, the Charity has an unappliÈd balance of income as at 5th April 2025 of £194.075 12024.. £138,576).
The Trustees consider that this level of reserves will ensure that, in the event of a significant drop in income, or
unrealised capital losses on Invested funds, or costs of generating fvnds, grants will continue at a similar level until
¢apital and income generation improves, or consideration can be giv8n to other ways in which additional funds may
be raised. This level of resèrves has been maintained throu9hout the year.

SIR JEREMIAH COLMAN GIFT TRUST
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2025
The Iruslee$ have assessed the major risks lo which charity is exposed, and are satisfied that systems are in
place to mitigate exposure to the major risks. The major risks identified by the Trustees are the volatility of
investrnenl returns on the management wrtfolio and the propgr use ol the gifts and donations given by the Charity
each year.
Plans for luture perfods
Plans for the futur¥
The Trustees will continue lo airn to fully distrbi ule the income of the Unreslrided Fund each year and any surplus-"-
brought forward whilst maintsining the capital of the fund. The Trustees m8de don81ions of just under £147,()00 last
year {2024.'164,0￿l .
The Sir Jeremiah Colrnan Gift Colman GiftTrusl Is 8 lasting testimonial to the generosEty and philanthropic concems
of donor, Sir Jerèmiah Colman. By maintaining and imprgving partnerships already in place the Trustees are helping
the long term goals of the charitable work they support.
Thè Trustees will continue to direct the charity's funds lo gener81 charitable causes which they think fit as laid out in
the govemirrfJ trust document.
Structure, governance and managemènt
Governance
The charity is an uninox)rporatèd registered Charity. established by Sir Jeremiah Colman BT under a govèrning
Deed of Trust dated 26th June 1920. The Trustees, prinapal office and advisors are as detailed on p8ge 1.
Organlsational structure and administration
The trustees who served during the year and up lo the dale of signature ofthe fmanclal statements were..
La(ty Colman
Jeremiah Michael Powlett Colman Esq
Rev Sue Colman
Carnilla Adeney
Louisa Mulvaney
Thomas Colman
The Trustees are directed to hold the capital and income of the Tru6t Fund on trust for suth charities and for such
¢h8rllable purposes, as they in their ab$olute dtscfetion think fil.
The present complement of Trustees is six. Trustees serve an indefinite term based on their relative experience and
contribution to the charity as a whole. The Trustees keep the skill requirements of the Trustee body under review
and in the event that a Trustee retires or additional new Trustees are required, the existing Trustees collectively
discuss the chang8. There is no fomial induction or Irdining of new Trustees. However, appointment is by
nomination and the Trustees r$view the skills of each nominated person to sdeet members with the relevant
experience and skills. All Trustees gnie their time freely and no remuneratltsn or expenses were pald durfng the year.
On the agreement of all existing Trustees, 8 new Trustee may be Tecruited. The background lo the charity 15
provided lo the prospective new Trustee bèfore appointment and further information is then shared al regular
Trustee meetings. This information include5 a biief history of the charity, a copy of the previous year's finanrial
statements, a wpy of the previous Tnjslee's Minute5. and ofthe goveming Trust deed.
At the Trustees, meeting which usually take place in Juty each year the Trustees agree thè broad strategy and areas
of activity for the Charity, including consideration of grant making, investment, ieserve5 and risk man8gernent
policie$ and perfomiance. The day lo day administration of grants and Ihe processing and handling of application$
prior lo consideration of the Trustees is deleg8led tts the Secretary and Bookkeeper beNveen Trustees. meetings.

SIR JEREMIAH COLMAN GIFT TRUST
TRUSTEES, REPORT (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2025
Assisting ltrie Trustees. Mrs Persson acting as Sec¥etary and Administrator r¢cord5 new grant applicaDons meeting
the relevant criteria for conslderat(on by the Trustees. Mrs Persson 8150 updates Ihe donation monitorin9
information concEming the suN)ort given to dale. and presents the infomalion lo the Trustees prior to each
meeting.
The Trust8es r8view their affairs on an on-going ba$i$.
Statèment of trustees. respon$ibiliti¢¥
The trustees a￿ responsible for preparing the Twstees. Report and the financial stètements in accordance with
applicable law and United Ktngdom Accounting Standards (United Klngdijm Generally Accepted Accounting
Prac¢i¢el.
The ttu
leés. report was
ved by the Board of Trustees.
Jeremiah Michael Powlett Colman Esq
Trusts¢
Date..

SIR JEREMIAH COLMAN GIFT TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF SIR JEREMIAH COLMAN GIFT TRUST
I report to the ifustees on my examination of the fin¥nGial statements of Sir Jeremiah Colman Gift Trust {the charity)
for the year ended 5 April 2025.
Rèsponslblllties and basis of r•port
As the trustee5 of the charity you are responsible for the preparation of lh$ finanaal statements in accordance with
the requirements of the Charitses Act 2011.
I rèport in respect of my ex8mination of the charity's financial statements carried out under section 145 of the
ChaThties Act 2011. In carrying out my examlnalion I have followed the Directions given by the Charity Commission
under sedlon 14515llbl of the Charities Act 2011.
Independent 0￿mIne￿S statement
I have completed my examination. l that no matters have come to my attentson in connection with the
examination giving me cause to believe that in any material fésp6Ct'.
accounting records were r￿1 kept in rtsspect of the charity as required by section 130 of the ChariliesAct 2011.
the financial stslements do not accord with those records., or
the financial statements do not comply with the applicable requlrements concerning the forni and content of
financjal sl8lements set out in the Charities (Accounts and Reports) Regulations 2008 other than any
requirernent that the finanaal statements give a true and fair view, which is not a matter ￿nside￿d as part of
on independent examination.
I hav• no other concems and have ￿me a¢ross no other matters in connedion with the examination to which
attention should be drawn in this ieport in ordar lo enable a proper understanding ol ihe financjal slalernents lo te
reachgd.
Roseanne 8ennett Bsc (Honsl FCA
17 Walkergate
Betwick-uporFTweed
Northumberfand
TD15 1DJ
Date..

SIR JEREMIAH COLMAN GIFT TRUST
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 5 APRIL 2025
Unrestrlctgd Endowment
funds
funds
2025
2025
Total Unr•strict•d Endowment
funds
fvnd¥
2024
2024
Total
2025
2024
NoteB
Income from:
Investments
222,731
222,731
217,997
217.997
Total ineome
222.731
222.731
217.997
217,997
Expendlture on:
Raising funds
Charitable aclfivllies
56.331
56,331
162.713
48.048
48,048
179.060
162.713
179,060
Total expenditure
162,713
58.331
219,044
179.060
48,048
227.108
Nèl gainslllosses) on
investments
172,198)
172.1981
111,349
111.349
Not Incom•llèxp¢nditurel
60,018
1128,529)
188,5111
38,937
63,301
102.238
Transfers befvrten
funds
14,5191
4.519
{30.3311
30.331
Net movement Sn
funds
55,499
1124.0101
168,5111
8.806
93.632
102,238
Reconciliation of funds:
Fund balan￿S at 6April 2024
138,576 9.080,240 9.218,816
129,970 8,986,608 9.116.578
Fund balances at S Aprll 2025
194,075 8.956,230 9.150,305
138,576 9.080,240 9,218,816
The $lalemenl of financial actNities indudes all gains and losses reco9nised in the year. All income and expenditure
derive from continuing activrfie$.

SIR JEREMIAH COLMAN GIFT TRUST
BALANCE SHEET
AS AT 5APRIL 2025
2025
2024
Notes
Flxèd assets
Investments
11
8,956,230
9,080,240
Current assets
Cash at bank and in hand
204,640
149,141
Creditors: amounts falling due within
yèar
13
110,565}
110.5651
Net current a55ets
194,075
138,576
Totsl assets less current liabilltttts
9.150.305
9.218,816
Capital funds
Endowment funds- gener81
Income funds
Unrestricted funds
14
8.956,230
9.080,240
194.075
138,576
9,150.305
9.218,816
The financi81 stateme
re approved by the Trustees on ...
iah Mlchael Powlett Colman Esq
Trustee

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2025
Accounting policies
Charity infomiation
The Sir Jeremiah Colman Gift Trust 15 an unincorporated ch31ty fygi8tered wth the Charity ComnNsslon In
England and Wales. wth registration number 229553.
1.1 Accountlng eonventi¢Jn
The financial statements have been prepared in accordancg with the chaTty's governing Deed of Trust dated
26th June 1920, the Charities Act 2011 and 'Accounling and Reporting by Charitia$'. Stalemgnl of
Recommended Practlce applicable to charities preparing their accounts in accordance with the Finanrial
Reporting Statyjaid applicable in the UK and Republic of Ireland IFRS 102) (effective l January 20191". Th
charity is a Publi¢ Benefrt Enlty as defined by FRS 102.
The charity has tsken advantage of the provisions in the SORP for charities applyln9 FRS 102 Update Bulletin
1 not to prepare a Slalement of Cash Flows.
The financial statements are prep8red in sterling, which is the fundiOn￿ cU￿encY of the charity. Monètary
amounts in these financial statements are rounded to ihe nearest £.
The financral statements have been prepared under the historical cost conventiot). modtfied to indud8 the
revaluation of c8rtain financial instruments at fair value. The principal aco)unting policies adopled a￿ sel out
below.
1.2 Going concern
At the t1￿￿ of approving the financial stalemenls. the trustees ho￿ a reasonable expectation that the cha
has adequate reSoUr￿S to continue in operational existence lor the foreseeable future. Thus the trustees
ontinue lo adopt the going concem basis of accL)untsng in preparing the f￿8￿¢181 statements.
1.3 Charitable funds
Unrestricted funds are availat4e for use at the th"scretion of the trustees in fLtherancè of their ¢haritable
objectives.
Re8tri¢Aed funds are subject to $pe¢ifi¢ conditions by donors or 9rantors as lo how they may be used. The
purposes and uses of the rgStriLtsd funds are sel out in the notes tr) the financial statements.
Endowment lunds are subject to S￿cIfiC ¢ondf(ions by donors that the capit81 musl be maintained by the
charty.
1A Incomè
Incorne is recognised when the charity is legally entitled to it after any perfomiance conditions have been mèl,
the amounts can be measured reliably, and il is probable th8t income will be recewed.
Ineome from listed Invesknents
Dividends and interest from listed invèstments are credited to the statemènt of finanoal activities when they
are le￿1vable by the charity.
Interest
Bank interest is ¢yedlle(I lo the 8tstement of financial athvities when it is recewable by the charity.

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED
FOR THE YEAR ENDED 5 APRIL 2025
A¢¢ounting policies
Icontlnuedl
1.5 Expenditur8
Expenditure is included in the statsmenl of finandal actimlies when inujrred and indudes attributable VAT
which ¢annot be recovered.
The ¢osl of raising funds comprise those ovsls directly attiibulable lo managing the charity's investsnent
portfolio and raising investment income.
Charitable activities ¢omprisè donations payable in the PUTsuance of the objective5 of the Gharity and in
meeting the c£Jsts of adrninistering Ihe donatioft programme. Donations payable are charged in the year when
the offer is conveyed to the reupienl ex¢epl In those cases where the offer is conditional, such donations
belng recognised as expenditure when the condition5 attached to them are fulfilled. Donations offered subject
lo conditions which have not been mot al the year end, are noted as commitments but not a￿rUed as
expenditure in the accLJunts. In addition charitable activities ¢omwsè support costs which are necEssary for
compliance with statutory requirements.
1.6 Fixed asset investments
Fixéd asset investments are initially measured at transaction price excluding transadion costs, and are
subsequently measured at fair value 81 each reptsrtlng date. Changes in fair value are recognised in net
incomellexpenditurel for the year. Transaction costs ar& èxpensed as incJJrred.
1.7 Cash and cash equivalents
Cash and cash equiVa￿rnt$ indude cash n) hand. deposits held al call with banks, othèr short-tem liquid
investments with origin81 malurflies of three months or less. and bank overdrafts. Bank overdrafts are shown
within borrowings in currènt liabilit￿s.
8a$l¢ Ilnanclal assets
Basic finanaal assets, whith include debtors and cash and bank balances, are inilialty Thasured al
transaction price including tran58ditsn Costs and are subsequently carried at arnortised c031 using the effective
interest method unless the arrangement constitutes a financing Iransaclion, where the Iran58ction is
measured at the present value ot th? future r8C8iPts discounted at a market rate of interest. Financial assets
classffied as receNable within one year are not amortised.
Baslc finanGialliabffliti•s
Basic financial liabilities, induding creditors and bank loans ale initially racognised at transaction price unless
the arrangement constitutes a ffinanring transaction, where the debt instrument is measuTed at the present
value of the future payments discounted at a market rale of interest. Financial liabillties classified as payable
within one yéar are not amortised.
Debt instrurnents are sub$$quently carried at amorbsed o)st, using the effective intere51 rale method.
Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of
operats'ons from suppliers. Amounts payabl8 are classified as current liabilities if payment is due within one
year or less. If not. they are presented as non-¢urrenl liabilities. Trade credilors are recognised initially at
trans8dion Price and subsequently measured al amortised Cost u$lng the effectN& interest method.
Derecognition of financlal Ilabllltles
Financial liabilities are derecognised when the charity's ¢onlra¢tual obllgatlons explre or gre discharged or
cancelled.

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED
FOR THE YEAR ENDED 5 APRIL 2025
Accountlng poliei
(Continued)
1.8 Employet benefits
The cost of any unused holiday entitlement is recognised in the period in which Ihg gmployee'8 services are
received.
Temiination benefits are recognised immadl81e￿ as an expense when Ihg charity is demonstrably CoMm￿ed
to tèmin*e the employment of an empjoyee orto provide termination benefits.
Critical accounting estimate¥ and judgements
In the applution of the eharity's accounting poliaes, thè truslees are TequiTed to m8kejudgement$, eslirnales
and assumptions about the carrying amount of assets and liabilities that are not iÈadily apparent from other
sources. Th& eslrrnales and associated assumptions are based on historii*l ex￿[le￿￿ and other factors that
are considered to be relevant. Actual resuks may differ from these estimatès.
The estirnatÈs and underfying assumptions are reviewed on an ongolTrJ ba818. Revisions to accouThting
estimates are recognised in the period in which the estimate is revised where the revision affects only that
pèriod, or in the period of the revision and future periods where the revi8ion aiyects both current and futu
periods.
Income from investments
Unrestrietèd Unre¥tricted
funds
funds
2025
2024
other income
Interest r￿1Vable
219,538
3,193
213,580
4,417
222.731
217,997
Ral$lng funds
Endowment Endowment
funds
funds
gèneral
general
2025
2024
Invgstmenl management
58,331
48,048
56.331
48.048
10-

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2025
Charitable activitie¥
2025
2024
staff costs
Annual donations
New appeals
Long term dOnat￿S
Acwuntsncy
Independent Examination
Sundry expenses
5,460
70,075
5,750
71,050
8,660
1,300
418
5,304
93,550
26,225
44,150
8,180
1,300
351
Note 6
Note 6
Note 6
162,713
179,060
Donatians by type
Annual Donat5on8
2025
2024
Age Concern Hampshire
Basingstoke Mencap Service5
Bible Soaety
Calibre
Canine Partner5
Friends of the Family
Hampshire Medical Fund
Hampton Trust
Hants Naiional Singing now Youth Artist Fund
HIWCF
Home for Good
JunTpèrTree Breaks
Kingfisher Day Cenlre
Loddon School
Lord M8yorTreloar School
Mary Hare
Mercy Ships
Moorfietds Eye Hospital
Motiv8
National Trust
New Foundations
Newbury Spnng Festival
No Limit Help
Oakley PCC
Orchid So¢ièty of Great Britain
Perennial
Resurgo Trust ISpèar}
Royal Alexandra and Albert S¢hool
Royal Horticultural Society
88bastian's Action Trust
See Ability
Skinnerf5 A¢ademy
1,500
5,000
2,000
1,000
1,500
1,000
1.500
5,0
2,0
1,000
1.500
1.000
1.500
1,000
2,000
1,000
1,000
2.000
1.QOO
1.1]00
1,WO
1.000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1.500
1,OQKI
1,000
1,000
1,250
1,000
1.500
1.250
1,500
1,000
1,500
2,500
1,000
5,000
1,5(Y)
2,5(H)
1,000
6,000
1,000
2,500
1,000
2.500
1.000

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2025
Donations by type
Icontinuedl
Spinal InjuriesAssoaation
Sl Michael's Hospice
The Anvil Tru51
TheArt Fund
Trinity Wnthester
nche8ler Beacon
nchester Go LD
nchester Slreet Reach
Woolf Institute
Youth for Christ
Other donations Ile$$ than £1.0001
1.000
2,000
1,000
1,000
2,000
1.000
2,000
1,000
2,000
1,000
1.000
1.000
1.000
1.250
1,000
41.550
15.325
70.075
93.550
b) New appeals
2025
2024
SIAndrevls Church Hurstbourne Prior
Berttie'$ Helpers
BRF Anna Chaplairw
Disability Challenge
JuniperTree Breaks
Mary Hare
New Foundations
No Limites Help
SASRA
SeeAkn"Ity
Stockuoss School
lfvhilchurch Conservation Group
Other donations (less Ihan £1.0001
1,OQKI
1.000
2,000
1,145
1,180
1,750
5,750
26,225
12-

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS ICONTINUED
FOR THE YEAR ENDED 5 APRIL 2025
Donati<ms by type
{Contlnuedl
Long temi donations
2025
2024
Alpha International
ARocha UK
Centre for Peaceful Solutions
Footprints Proied
Future Skills
Future Trees
Hope for the Future
Hunt Staff Bursary Scheme
Judd Sehotsl
Kintsugi Hope
Moorfields Eye Hospttal
Revelation Trust
Revitalise 250
Royal Botanical Gardens
Scherzo Ensemble
Sebastian's Aclion Trust
StAndrew's Livesey
Step by Slep Partnership Ltd
Tall Ships Youth Trust
Trinity Wlnchesler
Winchester Beacon
Winchester Hospice
Winchester Youth Councelling
XLP
YMCA Fairth¢)rne Group
Other Long Term Donation Qess than £1,000)
5,000
5,000
2,500
1,500
5.000
1.000
1,500
1,000
15,000
1,000
2,500
2,500
5,000
5.000
1.000
s.000
1.500
1.000
1.500
1.000
15.000
1.000
2.500
2.500
1.000
3,300
5,000
1.000
1,500
3,400
1,500
1,000
1,000
1,orx)
1,2SO
1,5
5CKI
1.￿0
1.000
1,250
1,500
1,000
71,050
44,150
Trustees
None of the Irusl885 {or any persons connected with them) receNed any remuneralK)n or benefits frL*n the
charity during the year.
Employegs
The average monthly number of employees during the year was..
2025
NuM￿r
2024
Numb•r
Total
13-

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED
FOR THE YEAR ENDED 5 APRIL 2025
Employees
(Continuedl
Employrnent costs
2025
2024
dges and salaries
5.460
5.304
Gain$ and losses on Inv•stsnents
Endoswnent Endowment
funds
tunds
2025
2024
Gainslllossesl arising on..
Revaluatitin of investments
sa￿ of investmants
(111,1751
38.977
119,410
{8,C611
172,1981
111,349
10 Taxatlon
The charity bs exempl from taxation on its a¢tivilies because all Its Income Is applied for charitable purposes.
11 Fix•d as¥et investments
Usted
Investments
Cash in
portfolio
Total
Cost Or valuatlon
Al 6 April 2024
Additions
Valuation changes
Management fees
Disp05als
9.047,468
810,581
{67,679}
32,772
1810,5811
9,080,240
{67.6791
{56,3311
(56,3311
986.647
1986,64T)
At 5 April 2025
8,803.723
152.507
8.956.230
Carrylng amount
At 05 April 2025
8,803.723
1S2.507
8,958,230
At 05 April 2024
9,047,468
32,772
9.080.240
14-

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2025
11 Flxgd asset invèstments
Icontinuedl
Thè invesbnenls included above. all ofwhid) were listed on a reco9nised stock exchange comprise..
2025
2024
United Kingdom investrnents
Overseas investments
4.￿27,032
4.176,691
4.S57.1e4
4.490,294
8.803,723
9.047,458
The following holding$ represent more than 5% eath of the lolal market value of I
investments
Market Value
Reckirt Benckiser Group PIC
Findlay Park US Srnaller Gos
1.867,02S
652,754
21
15-

511
¢ryO <U <rJ <u
<0 <u ¢£LU

<0 oio

al a
11 I I 11
ro￿ ua u

orn TrÉ

Il I

I I I
I I I

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2025
12 Flnanclal In$truments
2025
2024
C#rrying amount of finanel41 assets
Instruments rneasured at fair value through profil OT Ioss
8,803,723
9.047,468
13 Creditors.. amounts falling due wlthSn onè year
2025
2024
Accountancy fee
Independerit examiners fees
Secretarial salary
7,900
1.300
1.365
1.300
1,365
10,56S
10.565
14 Endowm•nt funds
Income arising on the endowment funds can be used in accordancè wth the objects of the charity and is
included as unrestricled income. Any capital gains or losses arising on the assets form part of the fund.
At6 Aprfl
2024
Resaureès
ex￿nd¢d
Tran¥fers
Galns and
lossèg
At 5 April
2025
P¢mianent endowments
9.080.240
156,331)
4.519
172,198}
8,956230
Previous year:
At 6 April
2023
R•$ources
•xpended
Transfers
Galns #nd
Ios5èS
At 5 April
2024
Permanent endowmènts
8,986,608
(48,0481
30,331
111.349
9.080.240
Tho £4.519 {2024- £30,331) transfer from the unrestricted fvnd to Ihe endowment fund has been carried out in
derlo re-align the endowment fund with the actual present value of assets that il represents.
15 Analy¥i¥ of net assets b•tw••n fund¥
Unrestrleted Endovnnent
funds
funds
2025
2025
Total
2025
At 5 Aprll 202S:
Investments
Current a$$eWlliabilitiesl
8,956,230
8.9S8,230
194,075
194.075
194,075
8,956,230
9.150.305
-26-

SIR JEREMIAH COLMAN GIFT TRUST
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2025
15 Analysls of net a8$ets bet￿On fvnd$
Icontinuèdl
Unrestricted Endovrnent
fund
fuftds
2024
2024
Total
2024
At 5 April 2024:
Investments
Current assetsllliabilibesl
9,080,240
9.080.240
138,576
138,576
138,576
9,080,240
9,218.816
16 Related paty transactions
Mrs V R Persson reC￿ved a salary of £5.46012024 - £5,304) a5 the charity bookkeeper. Mrs Persson is the
daughter of Lady Colman who Is 8 trustee of the charity.
-27-

SIR JEREMIAH COLMAN GIFT TRUST
DETAILED INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 5 APRIL 2025
2025
2024
Invesbnent incomè
Interest received
Income from listed investments
3.193
219.538
4.417
213,580
222,731
217.997
Total incoming resour
Resources ex
ended
222.731
217.997
Costs of generatlng funds
Investmènt management costs
Investment management Costs
{56.3311
148,0481
Charltsble aetivitie¥
Secretarial Salary
Annual donations
New appeals
Long terni donations
Accountancy fees
Independent examinations fee$
Sundry expenses
5.460
70,075
5,750
71.050
8,660
1.3LX)
418
5,304
93,550
26,225
44,150
8,180
1,300
351
1162,713}
1179.060)
Net movement on investments
Revaluation of inveslments
Gain or loss on sale of investments
{111.17¥
38.977
119,410
{8.0611
172,1981
111,349
{DeficitySurplus for thè Y•ar
168,S111
102.238
28-