Charlty rgglstratlon numbgr 236654
THE HAROLD AND ALICE BRIDGES CHARITY
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024

THE HAROLD AND ALICE BRIDGES CHARITY
LEGAL AND ADMINISTRATNE INFORMATION
Trustee5
Mr C N Calvert
Mr J D G Hin¢hllff¢
Gharlty number
23e654
Princlpal address
Wmcent5 Solir4lors
21-23 Park Streel
Lyiham
FY8 SLU
Independent gxarniner
Champion Accountsnts LLP
Unlt 2 Olympic Cotsrt
Whilehills B￿sIn￿$S Park
Bkckpool
Lancashwe
FY4 5GV
Banke
The Roy81 Bank of Scotland
97 Fishergat
Preslon
PR12DP
SoliEitoYs
Vincents Solicitors
21-23 Park Stre8t
Lytham
(8 SLU
Investmènt advisors
Investe¢ Wealth & Investment LStnlled
Beech House
61 NapieT Street
Sheffpld
S118HA

THE HAROLD AND ALICE BRIDGES CHARITY
CONTENTS
Pag4
Trusle&s' report
Independent exaNwnerfs report
Statement of financlal actNiUes
Balanc8 sh88t
Not8s lo the finanrAal statements
6-16

THE HAROLD AND ALICE BRIDGES CHARITY
TRUSTEES, REPORT
FOR THE YEAR ENDED 5 APRIL 2024
The trlsslees present their annual repiwt and financlal st*ements for Ihe year 8WLded 5 April 2024.
The financial stalernenls have b&8n prepared thi accordance wilh the accounting policies sel out in ngte I lo the
finèncial statements and comply with the tharitrfs governing document. the Charities Act 2011 and'Accounting and
Rgporting by Charilies_' Statement of Rewrnrner¥ded Pradice applicable to charities prepating their aC￿U￿{S in
accordan￿ with th8 Fina￿la1 Reporting Standard 8pplicable IFI the UK and R8publSc of Ireland IFRS 1021.
leffective 1 January 2019).
Objectives and a¢tlvlti85
The poliw of th8 Irustees for seveial years has been lo nwintain the capital fund trealing both realised and
unrealised gains as addlu￿S to this fund and lo dustribule the annual income arising.
The tDJstees nomially make grants lo loGal Gavs¢s in the Lancashiro and South CuFnbtTra area with special
preference to the RIV￿ RÈbble area aThl northwards. th6 BlackbuTn 8reè, and the Stsuth Lakes area. Generally.
grarFts are made fo benefit the young and elderfy, are rnainty toward$ ¢apltal Pfdecls in coM8ct￿)n wilh Fural and
villa9e lrfe espe￿allY wher¢ there is associated volunt8ry elfort.
The chafily invites organisations lo apply for grants on a spedfic fo¥m. The trustees peruse each aPp￿cation and
rants are awarded at theif dlscretion.
Public benefit
The tnJstee5 confirm that they have referred lo the guidance conlainèd tne Chaiity Commission's generJl
guidance on public benefit when revi￿￿ng the Char6Vs aims And objectives and in planning fvture actlvilies and
setting the grant making policy for the year.
hievement5 and perform¥nce
Investment incom¢ tsf £145,351 toge￿er wtth inlerest of £3.461 provlded lunds to dlstribule 75 grants logethef with
ffinancing Ihe adminBtrÈtion and governanc8 Costs.
Flnanclal revlew
Total income for the y8ar was £150.18212023 £216,916) c*n the unrestricted grant fund and 2Nil {2023 £71,707> ot
the designated inveslmenl fvnd. Grants lotalllng £142.000 were made. After professional fees and governance
costs 01 £18,450 the balance of1£10.268) has been ¢airied forward to next yoar on the GrÈnl Fund.
The ttustees consider the assets of the charity are adequate lo fulfil the obhgation5 of the charity.
ResÈnKes ￿lleY
It is the polw of the tharily to mainlain unrestsicted funds, which are ros¢Nes of the charity, at a level that
prowdes sufficient funds to ¢ovei grants payable and adtninistration ry)sls and to feSPo[￿ lo emergen¢y appliealions
for grants which arise from time lo lime. un￿$[liCted funds w818 maintatned at similarlovels throughout the year.
Inveslmentpollcy
The trustees have notifj8d InvBSte¢ Weallh & Inv¢$lment Limited, th8ir inv8Stmant custodian8, that they requirg a
balancéd retum from income 8nd capital growkn accepting a moderale level of d5k. The Irusle8s remew the
investment portfolio and diswss any PrO￿SaI$ mada by the stockbrokers al their meeting$.
Reallsed and unrealised gains on investments totall￿ £67,416, to leave the design81ed fund represented by eash
at bank and investmenls al market value totalling £4,068,S67 on 5 April 2024. The investment held have all bee
acqulred in accordance w41h th& FM)werg avall8blÈ to the trustees. The ￿eld on all investmÈnts was 3.7Vo12023
3.5Qhl.

THE HAROLD AND ALICE BRIDGES CHARITY
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
structuro. governance and manag¢mtnt
The Charity (number 2366>41 was esiablished on 14 October 1963 and is administared by the trustees. The
govefning deed of thal date gives the tDJStees ftjll dlscretion lo apply both In￿Me and capital in or towards the
furthgt8nGe ol such ¢haritable purpose5 as they shall from time to lime Ihink frt.
On 30 Novembef 1998, the 8ssets of Ihe Wayfarers Tn(st were transferred into the Harow and Mice Brrysges Charlty
and are included in the designate(J investment fund and the Income generatèd is used for thè charitable objects of
Ihe main charity.
Dudng the year ended 5 April 2012 the assets and accrued income of thè èstate of fhe late Richard Howarth,
tolalllng £451,369, were trdnsferred lo the Harold arld Alice Bri(Ig8s Charity following the death of ihe la31 life lenanl
on 12 June 2010. Tho capilal of £432.507 was Included in the designated Investment fund and th¢ irKome
generated is used for the thartsble objocbves ol Ihe maln charity.
Following the de4th of Chailes Harold Brldges on 21 FebDJary 2023 the eharfty became entitled lo 50% of the
capltal Irmme of the H & J Bridqeg 1985 Settlement and Ihe Harold B¥idge$ 1986 Setvement. The G8Pltal ol
£71,707 was Include(l in the designated Investment fvnd and the incomg 9gnerated is used for the chatilable
Objec￿ve8 ofthe main charity-
There have b98n no chawes tts policy since IhÈ18st report. On th8 death of the settlor th$ piovi6ion5 of the Trustee
Acl 1925 Section 36 app￿ in that the suivNing trustees can appoint trustees or shoukj they become ￿capable thdr
personal rE4Jresonta14vas can appolnl trustees in wrlting.
The trust88s who seryed durlng Ihe year and ¢Jp to th& dale of svJnaiure of the finavKial statem8nts wer0=
Mr C N Cafvert
Mr J D G H￿chIl￿e
The trustees meet th￿e times a year lo discuss and app￿ve 9rant ￿p￿1¢allonS and rèvlew finances. Cheques ar8
sent out to thos8 5uc¢e2sful appllcants wSlhin days of each meeting.
Th8 existing buslees responsibfe for the appointment of new Iwst88S,
The Iw$le8s have assessed thg major risks whlch may artse the conduct cf the Charily and will monitOT ihèse
annually.
The trustees, report was approved by the Board ol TrLEgtèès,
)C Ltsea.
Mr J D G Hlnchl
Mr C N Calvert
D8te'.
'lozC

THE HAROLD AND AUCE BRIDGES CHARITY
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE HAROLD AND ALICE BRIDGES CHARITY
I report lo the Iwstees on my examination ol the finanrial statements of The Harold and Alice Brldoes Charity (the
charity) for the year ended 5 Apnl 2024.
Responsibilities and basis of report
As the trustees of the eharity YO￿ ole responsible for the piwaration of Ihe finarKial statements in acC￿dance wlth
the T¢quirements of the Charlti8sAcl 2011 (thè 2011 Acfil.
I teptsrt in ￿sPert of my examinatlon of Ihe d￿rIty5 fin8ncEal slalements carried out under section 145 of the 2LI11
Ad. In carrying out Iny examination I have folbwed all the applicable Directions given by the Charity Commission
under seclion 14515Kbl ol the 2011 Act.
Indepèndenl examinerfs statement
Your attention is drawn lo the fact that the charity has prePa￿d finan¢ial statements In accordance with A¢¢ounting
and Reporting by Charitie5 preparing Iher accouAts in accordance wilh the Financial Reportlng StsndaTd applicable
in the UK &nd RepubliG of ]relar￿ {FRS 102) in pre1eren￿ to Ihe Accounting and Reporting by Chafities-. StstÈMent
of Recornmended Practice issufjd on 1 April 2005 which is referred lo in the extant regtslations bul has now been
withdrawn.
l understand that this has been done In ordèr lor financial 3tstemenls to prowde a true and fatr wew In accordance
with Generally A¢¢épted Accounting Pradi¢È effective k)r f¢POrtlng periods ￿gInnIng on or after 1 January 2015.
I have completèd my ex3mination. I confjrm that no matters havè come lo my 8ttention In connedion with the
examination giving me causP to besieve tt¥at in any material respect-.
accountirw iecords wère not kepl Ill iespect of the charity as r8qulred by sedon 130 of 2011 A¢¢ or
the financial statements do not accord with those Tecords.. or
the financlal statements do nol comply with tho apPliGab￿ requirements concemiThJ the form atbd content of
a￿DUD15 sel out in the ChaFitses (Accounts and Reporls} Regulations 2008 other than any requiiement that the
accounts give a tru8 and f8ir v?ew which is not a matt8r ￿nsidered as part of an Independent examination.
I have no concems and have come 4¢ross no othei ff￿tters in connecllon with the examination to which 8ttenlw)n
shgukl be drawn in thls rep(wt In order to enabSe a prop8r Ltnders¢andlng of the finan￿81 stalenwnts to be reached.
Cho-w n AccoLLn* ￿ LLP
Chaftwlon Accountants LLP
Unlt 2 Olympic Court
Whileh511s Business Park
B￿ckpoOl
L8ncashl¥e
FY4 5GU
13
Joas

THE HAROLD AND ALICE BRIDGES CHARITY
STATEMENT OF FINANCIAL ACTWITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 5 APRIL 2024
Unrestrlcted Deslgnated
granl investment
fund
fund
2024
2024
Totsl
Unrestrlcted Deslgnated
grant investment
fund
fund
2023
2023
Total
2024
2023
Note5
Incom• and Èndowmènts from:
Investments
Other income
148,812
1,370
148.812
1.370
139.925
5,284
139.925
76,991
71.707
TDtal Income
150.182
150,182
145,209
71,707
216,916
enditure on.
R8ising fvnds
23,765
23.765
24,374
24,374
Charitatde activlties
160,450
5,862
166.312
132.915
5,487
138,4Q2
Total &xpÈnditur•
160.450
29,627
190,077
132,915
29,861
162,776
Nel gaifi51lJossesl on
investmeRts
10
67,416
67.416
1278.15SI 1278,1551
Net movement In furÈds
110.2681
37,789
27.52t
12,294
1236.3091 1224,015)
Fund balanc8s at 6 April
2023
47,556 4.030,778
4,078.334
35,262 4,267,087 4,302.349
Fund balanGèS at 5 Aprll
2024
37,288 4.068,567 4,105,855
47,556
4.030.778 4,Q78.334
The sl#lemenl of fin8Rcial acllvitles includes all gains and losses recognlsed In Ihe year.
The statement of financial actlvilies includes all gatns arkd losses recogn15ed in Ihe year. incorne and expendllure
eriv¢ from ¢onfjnuSng activ￿¢$.

THE HAROLD AND ALICE BRIDGES CHARITY
BALANCE SHEET
AS AT 5 APRIL 2024
2024
21123
Not4s
Ffxed a55ets
Investments
12
4,041.372
3,965.103
Current assets
Debtors
Cash at bank and ￿ harKI
13
163
72,976
72,155
47,555
73,139
119,711
Crèditors: amounts falling due wlthin
one year
14
18,656}
16,480)
N8t current assets
64.483
113,231
Total assets less currènt Ilabilitles
4,105.&55
4,078,334
Income fvnds
Designated investment fund
Unreslricled grant fund
15
4.068,567
37,288
4,030,778
47.556
4,10S,855
4,078,334
The financial ststèments Wefe approved by the Truslees on.......
2diJ
MF C N Cafvert
Trustee
MrJDG
Trustee

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5 APRIL 2024
Accounting pollcles
Charity Inf0M￿tIon
The Harold arfl Alice 8ridge$ Cha￿ty Is a registe￿ charify u) the United Kingdom.The Address of the
registered Offi￿ is Melamoiph Law timitéd TIA LiwKla Myers, 21-23 Park Slreel, Lythatn, FY8 SLU.
1.1 At¢ounting convention
The firkancial 8tatements have been prepared In accordancè with the chativs govemin9 document the
ChaFFthes Acl 2011. FRS 102 'The Financial Reporting Slandard applkable in Ihe UK and Rèpublic ot Ireland.
I'FRS 102.1 and the Charities SORP 'AccoiJfiting and Reporting by Charities." Statement of Recommended
PIA¢lice applicable to charities preparing their Accounts in aGcordance wlth thé Financial Reporling Standard
applicablfj in Ihe UK and Republic of Iteland IFRS 1021" leff8Ctive 1 January 20191. The ehÈrity is a Public
8enefit Entity as defined by FRS 102.
The charity has taken advantage of the provisions irk the SORP for ¢harMes not to prepare a Statement of
cash Flows.
The financial statements hav8 departod from the Charkies (Accounts and Reports) R8gulallons 2008 only to
the Éxtent requTred tr> providg a true and fail view. This departure has Involved followiTrg the Slat8tnent of
R￿QMMended practi￿ for charities applwng FRS 102 rather ihan Ihe veTSiOn of fhe Stalernenl ol
Recommended Practi￿ which ts referred to in Ihe Regulatbons but which has 51nce been wthdrawn.
Th¢ financial statements are prepar8d in slerling, which is the fyDctional £urrenGy of the charity. Mi)nelary
amourbts in these financi81 statements are iounded lo the nearest £.
Thg firiancial 518t&￿nts have been prepared ￿r￿er the historica￿ cost convention, modified lo include
revaluation of investtnents. The piittcipal a¢￿Unting policies adopted are set oui below.
1.2 Going conGern
The trust8Ès are requi¥ed to asse55 whether the use of going Goncern is appropriate and whether there aye
any material uncertainties related to events or condlttons that may cast swJnificant doubt on the èbllity ol the
cha¥ity to continue as a going concem. The Iruslees make this asse8smènl in respect of a period of al least
onè year from thè date of authorisation of the accovr¢ts. The majority of expenditure of the charity Is at the
discretlon of the trustees and the eharily also has sufficient reserves to offset any potential [ed￿CtiOn in
inve81mènt Incom&. Tha trustees have considered the level of fi&nds held and the 2xpe¢ied lev81 of income
and expendilure lor 12 months from authorisitvJ these financlal statements. ThE budget8d Incorne and
expendilui8 Is sufficient with Ihe level of roserves for the thar￿y. therefore tho IFuskees Continuo lo adopt thé
gdn9 concern basss of accoun￿ng in prèpa¥ing the financlRI ststem8ats.
1.3 Charfitabie funds
Unrestricted funds are available for use al the discretion of the trustees in fvrtheranee ol their charitable
objectives and whlch have not been designated lor other PUTptsses.
Designated funds compris9 unreslricled funds that have been sel aslde by the trust898 lor Part￿￿lar
PUfpo&es. Thè aim and use of each dèsignated fund i5 set out in the notes lo th8 Inancial stalemgnts.
1A Income
In￿rne is recognised when the ¢hartty Is tegally entilled to il aft¢r any ￿rf0m￿nCe conditions have been met,
the amounts can be measured reliably. and il is probable that In￿Me will be Te¢oived.
Investmgnt Income 18 e2med through holding assets for inveslrnevrt purposes. It ￿clUdeS diwdends and
interest. Wh&re il is not practicable lo idenlfy inv8stsnenl managemènt costs incurred withln a schema with
reasonablo accuraw th8 Investment income is reported nel ofthose costs. 11 1$ induded when the amount ￿an
be measured reliBbly. Intefesl incomgls recognised using the effectlv8 inter&%t method and dlvidend Income is
re¢ognised as tho charills right to rec8lV8 payment 18 gstablished.

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Accounting pollcle5
Icontlnued
1.5 Expenditure
All expenditu￿ is accounted for on an accruals basis And has been dassEfied under headSngs that aggregate
all Costs r8latEd to the cat890ry. Expenditure is recognised once Iherejs a legal or conslrucliv& obligation lo
transfer economic ben8fil to a third parly, 5t Is probablg that a transfér of èctsnon7ic beneffts wll be wuired In
Seltlement. and the amount of the obligatlon can be ￿PaS￿red reliabty-
Expendittsr8 is calegorf5ed under th8 followiTrJ headbngs'.-
Expenditure on raisin9 fuad8 includes InVes￿Ènt management costs,. and
Expenditure on charitÈble a¢tiviti88 iDcludes grants awardvd and support costs inGuripd.
1￿cover8b18 VAT Is charged as an expens# against the actlwty forwhi¢h expendillire aros8.
Giants payabl8 lo third parti8s ate wf(hin Ihe chaiitablÈ objectives. Where unGonditional giants are offered,
these are accrued as soon as th• recipient 15 noQ'fied of the grant, as this giv8s rise lo a reasonable
expectatlon that the ￿¢1p$ent wtll ieceive the grants. Where giants are conditional ielatiftg to pBrfomance
then the gftint is only accrued when any Imfrjifilled condilsorbs are outside of the control of the charity.
Full piovlslon is made for any traded call options open at the year end.
Support eosts allocation
Support cosls are tknse that assist the work ot tho ch4rily but do not directly repre5eJt charitable activiti88
and sndude govèmance wsts and admir¢lstrative cosls. They are incxjrred directly in support of expenditure on
e objeu15 of the chaiity. WheTe support costs cannot be dlreelly attribuled lo parti¢ul81 headings they have
been allor.ated to cosl ol raksing funds and expenditure on Ghafitable acttvlties on a basis ¢onsistenl with use
of the TesoLir¢es.
1.6 Fixed a55et investments
Inv8Stments are recognis8d ini¢iglly al fair valuè whkh 15 normalty the transaclion price excluding Iransactton
costs. SubsequenU¥. they are measured at lair value with thanges recognised in 'n8t gainslllossesl u
investmefits, in the SOFA rf th8 shares are publicly Ira4Jed or iheir fair value can oth8Twise be reliably
measured.
The ttustees have notified Investec Wealth & Investment Limited. their di5cietlonary investment managets,
that they requye a ba￿nced r81um Iro)n incowne and capTtal growth ace8Pting a modeFÈle level ol risk. The
trustee% review the inveslment rnandate and dlscu$s the performance of the invèstments and managernent at
their meetings.
1.7 Cash and eash equlval¢nts
Cash and cash 6qulvalenls IndL¢de cash in h8nd. deposits helij at call wlth banks. oth8r short-lerm Ilquld
invgStmeDls with origina5 matwitlg5 Df three mDnths or less. and bank overdrafts. Bank overdrafts are shown
within botrowngs in current liabilities.
1.8 Financial Instruments
The charity has trlected to apply the provislons of Section 11 'Basic Fknanclal Inslrumetts. and Section 12
'Olh8r Financial Instruments Issues. of FRS 102 to all of Ils financial instruments.
Flnancial instruments afe recognised in the charitys balanc8 sh8et when the charity becomes paty to the
conlTactual provisions of the in6trumgnt.
Financial assets 8nd liabllrfles are offset. wth the net attlounis presented in the finan¢ial ststemenls. when
tr*or6 is a legalty enlorceable rfght to set off the reeognised amounts and (here is an intenlK)n to settle on a net
basis or to realise the asset and settle the liability simultaneousty.

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
A¢countlng polscl•s
Icontinugdl
Baslc financial asséts
Basic financial assels. whlch Indude debtots and cash and bank balar)ces, are initially measured at
tr8n5actlon price Indudlng transaction costs arKS arè subsequently cattlod at arnortised cost using thtr effe￿v￿
Int8resl method unless lh8 airangemerst constitutes a fin8ncing trarb8actl¢n. whera the tranSaCt￿n
méasured al thè present value tsf the future roGeipts discounlèd at a market rat8 of interest. Financial assets
clas5ifitd as rec¢lvable wilhin one yeor are Th)t amortlsed.
Baslc finan¢lal Ilabilili•s
Basic finantial Itabllities. including creditors and bank loans ar8 inltsally recognis8d at transaction pdce unless
the airangement constilLEt8s a financing transaction. wher8 thè debt instfumenl Is measured at the P￿sent
va￿@ ol the future paymÈnis discounted al a market rate of interest. Financial liabllities dassified as payable
within on• year ar8 nol amTlis8d.
Debt Irhstruments arg subsequeNUy Ca￿1￿d at amortised cost. using th8 effedve inlgrest ialg tnelhod.
Trad8 credltors are oblgatlons to psy lor goods or services Ihat ha¥9 boen acquired in th8 ordinary course of
operations frorn suppliers. Amounts payablv are clas5ifted as current liabllllies if payment is duc withln o
yeaT or less, If not, they are presented as non4urrent liabililies. Trade eredilors are recognised initlally at
transaGlii>n pfice and 8ubsequently rneasured al amortised cost using th8 Effective interest method.
Dere¢ognffltion of financial Ilabllllie$
Finawal fiabilities are deie¢ognised when thè chaisys contractual obli9attons expiie or arè dischafged or
cancelled.
Critical accountin9 e5tlmats$ and judgemènt5
In the applirntion ol the ch*ity's accounting ptrlicies, the trustees aiE required to make judgements. estimates
and assuinptlOn8 about the ¢aTrying amount ol assèts and iiabilitses that are not readily apparent from other
souices. rhe estimates and associated assumption5 are based on hlstorical experiencE and other factors that
are considered lo be ielevant. Actual results may diffei from these estlmates.
The estimat8s and underlying assumptions are reviewed on an ongo5ng b851s. Rewslons lo accounting
eslimates 8re reGognlsed in Ihe period in whidi the estimate is revised where the revision affects only that
P8ri0d. or in Ihe perlod of th¢ r¢vision and future periods wheT8 the revision 8ff¢cts both current and future
periods.
Income from investments
Unreslrleted Unrestri¢t•d
funds
funds
2024
2023
Incomè frtsm listed investments
Interest re¢eivabl8
145.351
3.461
138,979
946
148,812
139.925

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Other irs¢om¢
Unrestri¢ted Designated
funds investment
fund$
2024
Total Unrestrletèd Designated
funds inyestmènt
funds
2023
Totsl
2024
2024
2023
2023
Returned d(m?lions
lllcome from H & J
Brxjges 1985 settle￿￿t
Income from H Bridges
1986 Settlement
5,000
5.000
836
836
107
31.481
31,588
534
534
177
40,403
1,370
1.370
5.284
71.707
76,991
FcAlowkng the dealh of Chades Harold Bridges on 21 February 2023 the chartty became ￿titled to 50Qk ol the
capital and incom? of the H & J Brid9e5 198S Sethement and the Harold Biidges 1986 Settlement. Th8
income bs shown as recèived and the capital $5 adjusted lor market valuc at 5 April 2023.
Raislng funds
Deslgnated Desr9nated
Investment investment
fund
fund
2024
2D23
Investment managefflent charges
23,765
24,374
23,785
24.374

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Expenditure on charltablg actlvlties
2024
2023
Direct costs
Legal fees
Accountancy fees
Sundry expenses
12.060
9,6tio
432
11,580
9.000
342
22.152
20,922
Grant of activitieslsoe note 71
141000
114.600
Shar8 Df support and gov&manc• costs {see note 81
Govemance
2,160
2.880
166.312
138.402
Anatysis by fund
Unréstricted frjnds
Designated investment fund
160,450
5,862
132.915
5,487
1fj6.312
138.402
Grènts payable
2024
2023
Grants to institutions..
All Saints Grange Bowllno Club
Anthony NolFAn FoUnda1￿n
Arkholme School PTFA
ArkhL)Ime Village Hall
Armilt Litxary & Museum Centre
Amside B(}￿l￿g Club
Arnsidè P8rish Council
Aslhtna Relief
Aushmick Bowling Club
Baby BBalApp881
Bolton le Sands Cri¢ket C￿b
Borwick & Priest Hutton War Memorial Hall
Blackwell Salling
Bleasdale School
Bvrnesid8 Brass 8and
Burton in Lonsdale Bowling Club
Burton in Lonsdale Bowling Club
CalvertTru51
Cancer Help {Prestonl
Can¢¥r¢a￿ Lan¢8St8r
2,000
1,000
1.500
4.000
2.000
1.000
2.000
1.000
2.000
2,000
2,OQO
1,000
3,000
I,ooo
3,000
5,000
2,000
2,000
2,000
10-

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR ThIE YEAR ENDED 5 APRIL 2024
Grants payable
IContIn￿&dl
Carnforlh Crick8t Club
Camfoth Cotnmunty Swimming Pool
Chrlsl Cht5rch LarKasler
Chrf8t Church Wesham Clubday
Clean Up UK
Clitheroo Cricket & Bowllng Club
Community Solutions NW Acwngton
Cwiston lnskn.tule & Ruskin Museum
c￿nbria Communlty Homes
Derlan Hous8 Chll(Irens' HosplGe
Frecklelon Willag& Memotial Hall Charity
Friends of Copp School
Fdends of Coupe Green
Friends of Newton Community PaFk
Friénds of the Harris
Gatstang Subscription Bowllng Club
Great Eccleslon Cri¢kèt Club
Great H9￿C4)d Bowling Club
GrimsaTgh Cfickél Club
Growing Well Limited
Hambleton S￿Ing C￿b
Hambleton Tennis Club
Hefon Corn Mlll
Higham Village Hall
Hoghtun Soclal & Sports Club
Holme Bowling Club
HolyTwlnlty Church. Hoghton
Homby Bowling Club
Hurst Green 8owling Club
Hutton Root Vlllage Hall
Ingleborough 8owlihg Club
Ingleton Brass Band
Ingleton Community Th￿tr8
Ingleton Cricket Club
Ingleton Home Guard
Ingleirjn 19405 Weekend
Ing1eton Rural Cotnttiunily Assoclation
In9￿1￿￿ Swimmlng Pool
Ingol & Tanlerton Communlty Trust
Kirkby Lotssdale RUFC
Klt*land & Catterall Memorial Hail
Lake Dlstrfcl Foundation
Lancs Teaching Hosp¥tal
Lon9ton Victory Memorial Sports & Sodal
Low Benihatn Public Hall & Vicloria
Lunesld8 & Rosebank Bowling Club
Lytham Crfckel Club
Melltsr & District Community C8ntr&
Mellor Brook & District Community Centr8
Morer2mbe Crieket Club
New Longton Village Hall
4,000
1.000
3.000
I,ooo
500
1.000
2,000
1,000
3,000
2.5C
2.0
2.000
1.000
1,000
1.000
1.000
2.000
2.000
2,OOD
1,500
soo
2,000
1,500
I,SOO
1,500
500
2,000
700
1,500
1,500
2.750
4,000
1,000
1.500
2,000
1,500
1,000
1.000
3.000
3.000
3.000
1,0(Y)
2.000
3,000
2,C)00
2,000
1,000
2.000
2,000
750
1.01
1,000
2.000
500
2.000
2.000
2.000
1.500
11

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5APRIL 2024
GTants payablg
Icontlnuedl
Mewton Bluecoal C ol E Primary
North Craven BU￿ding Preservation Trust
Park View 4U
PCC ofAII Salnts Appley Bridge
C of St Thomas Crossacre
Pilling Sdver Jubslee Band
Pillin9 Village Hall
Read Cricket & Bowling Club
Read & Simoneslone Vlllage H811
Re.'Source Blacktium
RiThblesdale & Distr4¢t Camera Club
Ribblesd81è Wanderers Cricket & Bowlln9
Rooftop Bees Bt8ckbuin
R05em6re Cancer FoundatSon
Sabden Vlllage Hall
SHAPE Lancashiro
SightAdvice South Lakes
Skylarks Community Choir
Slaveley Vlllage Hall
St Jafft95 Parish Church
st John the Baptist Chuych
St John Vbanney Cathollc Piimary
st Leonards Chur¢h
Sl Luke5 Wlnrnarte￿h
st Marks Primary S¢hoDI Nahand PTA
St Mary's Hospice Ulverston
St Matthews Church
Sl Mlchael & All An9e15 Church Preston
st Oswalds Dramatlsts
st Pau15 Chwch Lancaster
St Pau15 Scotforth
stainlon Institule
St Annes Copp Church
Tho Boys Bri9ade
The Brathy Trust
The Friends of Conway Park
The Friesian Experien
The Wheety Boat Trust
1st Thomton Cleveleys Scout Group
Tigerlily Trust
Torrfsholme Crick6t Club, Lancaster
Tovaah Ltd
Ulries Walton BridlewaysAssociatlon
Ufv&rston Inshore Rescue
Warton & Distriet Bowling Club
Warton Cr￿k8t Club
Whall8y Educational Foundatlon
Winmarleigh Village H811
1,500
3.000
2.000
2.000
2.000
1.500
2,OCKI
1,000
2.000
1,500
1,ODO
500
3,000
1.000
2.000
2,000
2.000
1,000
500
1.000
3.000
1,000
8.000
6,0
2,0(XJ
3,000
1,0(y)
1,500
1,300
3,r￿0
I,(x)o
1,000
50D
1.000
3.000
3.000
2,000
2,000
3.000
z.000
3,000
1,000
3.000
1.000
2,500
2,000
500
2.500
3,000
1,000
1,1)00
2,000
2,000
114600
114600
142000
142000
12-

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
Grdnts payable
{ContSnuedl
Support costs allDcatÈd to actlvitle$
2024
2023
INlependent examinallon and prepamtion of statutory accounts
2,160
2,880
Anatysed botweon:
Charilabk aciimtles
2.160
2.880
Independenl examlners remuneration amounts lo £1,80012023= £2.4001 exclusive ol VAT for Ihe Ind8pendBnt
examinatioll of the financial statements.
Trustees
None of the trustees received any remuneration or beneffts from the charity durfng th& year. Connected party
transactions are detalled in Nola 18.
10 Galns and losses on invèstments
Deslgnated D•signated
investment Investment
funds
funds
2024
2023
Gainsl{bssesl arfsing on..
Revaluation of investments
Sale of inveslments
116,3641
83,780
{669.$461
391,191
67.416
{278,1551
11 TaxatiE>n
Thè charlly Is exempt ffom lax on incorng atEd gains falling within section 505 of the Taxes Act 1988 or section
252 of the Taxalionol Chgrg8able Gains Act 1992 to the extent that thes8 are applied lo ils ¢haritabl8 objects.
13-

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDEO 5 APRIL 2024
12 Fixed asset inveslm¢nts
Llsted
Investments
Cost or valuallon
At 6 April 2023
Additions
Nel irwestmenl k>sses
Disposals
3.965,103
1.130,463
67.416
11.121.610)
At 5April 2024
4,D41,372
Carry6ng amount
At 05 April 2024
4,041,372
At 05 April 2023
3.965,103
2024
2023
Inv8Stm8nts al falr value comprisè..
UK flxed Ènterest
Overseas fixed interest
UK equstses
Intwnalional equities
AlteTfsgtive
Pro￿rtY
Cash availgb18 fi)r inve8tm8nt- Investec
622.054
431,V19
829,961
1,578.368
377,883
202.027
55,499
451,456
285.369
1,041,744
1,398.219
573,870
156,253
58,192
4.096,871
3.965,103
Fixed asset investments revalu
Investments ar8 held by Invest6c Wealth & Investmenis Limrted, Stockbrokors, as nominees on behalf of the
charTrty. Income is paid to the charity monlhly.
13 DebtOTS
2024
2023
Amounts falling duo withln one year..
Othèr debtOTS
163
72.256
14-

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
14 Creditors= amounts falllng du¢ withln one year
20Z4
2023
Other creditors
Accruals and defgrred income
1,816
6.480
8,656
8,480
15 Funds
These are deswnated investment funds whleth are materlal to Ihe charitys activ￿￿5.
At 6 April
2023
Incoming
resources
Resourees
expended
Gains and
losses
At SApril
2024
4,030,778
12Y,6271
67,416
4,D68,567
Prevlous year
At 6Aprll
2022
In¢ornlng
resources
Resourcès
•xpended
Galns and
lossès
At S April
2023
4.267,087
71,707
129.861)
1278,1551
4,030,778
16 Unrestri¢tÈd fund5
CompFise thè lunds whlch the trustees ale free to use in accordance with charitabb obl8cts.
At 6 Aprll
2023
lTrcomlng
resources
Rèsour¢e8
expEnded
At S Aprll
2024
GenBro1 funds
47.556
150,182
160.4501
37.288
Prevlous year:
At 6 Aprll
2022
Incomlng
re5¢Jurces
Resouyeos
expended
At 5 Aprll
2023
General fund5
35,262
145.209
1132,9151
47,556
15-

THE HAROLD AND ALICE BRIDGES CHARITY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 5 APRIL 2024
17 Analysis of net assgts bgtween funds
Unr95trictÈd Desi9rhated
funds
Invéstment
fund
2024
Total
2024
2024
Fund balancès at S April 2024 are represented by..
Investments
CLtrrenl a$$etsllliabllkthesl
4,041,372
27,195
4.041,372
64,483
37.288
37.288
4.068.567
4.105,855
Unrestrlcted Dèslgnated
fund5
Investmènt
fund
2023
Total
2023
2023
Fund balan￿5 at S April 2023 are rèprèsented by:
Investments
Currvnl a5setbllliabili￿'e$}
58,192
110,8361
3.906,911
123,867
3,965,103
113.231
47,556
4.030,776
4.078,334
18 Relatèd pttrty transactions
rransactions with Felated parties
Mr J D G Hinchliffe is an employeg of Mncenls Sollcilors. Duwlng tho year £12.060 {2023: £11.5801 was
payable lo the fiTm by the charfty for 56ryices cairied out on behaw of the trustees.
Mr C N Calvert is a cireclor of Rushtons INW) Limited TIA Rushlons Chartered Accountsnts. During thg y¢ar
£9,66012023 ." £9,000) was payab16 to the fimi by the eharfty lor sewices carried out on b8halfof the trusteès.
At the accounting period erK5 the sum of £3,96012023'. £3,600) w&s outstanding.
16-