Charity reglstrdtion number 236654 IEngland and Wales) THE HAROLD AND ALICE BRIDGES CHARITY ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2025
THE HAROLD AND ALICE BRIDGES CHARITY LEGAL AND ADMINISTRATIVE INFORMATION Trustee3 Mr C N Calvert Mi J D G Hinchliffe Charlty number 236654 Prlnclpal address Vineents Soliclfors 21-23 Park Street Lylh8m FY8 SLU Independent examlner Ch8mplonAceountant8 LLP Unil 2 Olympic Court Whklehills Business Park Blackpool Lancashire FY4 5GU Bankers The Royal Bank of Scolland 97 Fisherga18 Pceslon PR12DP Sollcltors WEncenls Solicitors 21-23 Park Slreel Lylham FY8 SLU Investment adv150rs Investec W8811h & Investment Limited Beech House 61 Napler Slreel Sheffield S11 8HA
THE HAROLD AND ALICE BRIDGES CHARITY CONTENTS Page Truslees, report Indepèndent examinerfs report Stalemenl ol financial activi18 Balance sheet Notes lo the finanaal slalemenls 6-16
THE HAROLD AND ALICE BRIDGES CHARITY TRUSTEES, REPORT FOR THE YEAR ENDED 5 APRIL 2025 The tiustees present their annual report and financial slalements for the year ended 5Aprll 2025. The financial slalemenls have been preparèd in aceord8nce wilh ihe accounling poli¢ies set out In nole 1 to the financial slalemenls and conwly with the charitS goveining document, the Charilies Acl 2011 and Accounling and Repofling by Chadtlès-. Statement of Recommended Piaclice appllcable to charilies preparityJ their accounls in accordance with the Firnèncial Reporting Slandard applicgble in Ihe UK and Republic of Ireland IFRS 102) leffeclive 1 January 20191. OblectSves and actlvltles The poli¢y of th6 trustees lor several yeais has been lo malntaln the capital lund Iiealing both iealised and unrea'sed galns as addtlions to Ihib lund and lo dislrl)ule the annual income arising. The Iruslees nom8lly make grants lo h)ca cau8e$ In the Lancashlre and South Cumbiia arèa wlth special preference lo the River Ribblè area and northwards. th8 Blackbuin a3. and the Soijth Lakes ar88. Generally, grants are made to bènefit the young and elderly, ale mgiFily towards capllal projects in connection with iural and village life especially whgTQ there 15 associated voluntary effort. The charity Invites organisalion8 10 8ppty for grants on a SpIfiC form. The Iruslees peruse each applicallon and gianls are awaided al IheiT discfetion. Publlc beneflt The IIu51ees confirm Ihal Ih8y have rèkrred to Ihe guidance conlained in the Charity Commission's general guidance on public benefit when revSèwlng the ChBrily's aims and objectives and In pl8nning fulure aclivilies and selliru th8 granl maklng policy for Ihe yeaF. Achlevement8 and pérfomiance Investment income of £146,517 logelher with inlerest of £2,171 provkled fund$ lo dlslribule 71 gfanls together wllh finan¢ing the adMl61ratIon and gornanCe costs. Flnanclal review Total income for the year was £148,688 (2024 £150.182) on the unr8slricled grant fund and £Nil12024 EN) on th8 designated inveslment fund. Qranls lolalllng £122.850 were made. After professional fees attd governance costs of £18,668 the balance of £7,170 has been carried lorward 10 next year on Ihe Grant Fund. The Irus18ès conslder the assets of the charity are adequate lo lulfil the obligations of the charÈty- Re8eNes policy 11 is the of the charily to maintain unrestricled funds. which are Iree resee8 of th8 charily. at a level that provides sufficienl funds to cover granls payable and adrnini51ralion cosls and lo respond lo em8rg8ftcy applicai¢ons for antS which 8rig8 from lime to lime. Unrestricted lunds were mBlntained at similar levels Ihrouuhoul the year. InsIMentO1IGY The Iruslees have notlfied Investec Wealth & Inveslmenl Limited. their inveslmenl custodians, that Ihey require a balanced rÈlurn Irom ineome and capital growth aP11 a moderate level of risk. The trustees revlew the investment portfdio and dIU$$ any proposals madg by the stockbrokers al their meelings. Realised and unrealised10¥ses on investmenls totalled £7,070 to le8ve the de6ignaled fund represented by cash 8t bank Bnd investments al markèt value totalling £4.033,069 on 5 April 2025. The Investment held have all bèèn acquifed in accordance with the powers available lo the Iwstees. The yleld on all Inveslments was 3.6Y¢ {2024 3.7Trh}.
THE HAROLD AND ALICE BRIDGES CHARITY TRUSTEES. REPORT (COTrItINUED) FOR THE YEAR ENDED 5 APRIL 2025 Structure. govomhc• and Tho Chorlty lthumbpr 2366541 WB5 8StablL8hed en 14 OLober 1983 8Th1 Is frdmlnlsiered by Ihts Iruslegs. Th8 gov¥mlng deèd of Ihot date glves the trusleeB fvll d$¢rgUon lo apply bDth IncgTne and ¢8pAal tn or towhrds thB rtheronc• ol suth oharltllblo purpose5 as thgy sho11 Irom Ume totitne thStskfiL On 30 Novembw 1998, lh• Bs&eLsof thg W8yfartFs TNSI were tran81enBd Into th• ltydrold and AIIc8 Br1dgas ChBrlty and arn Includ1 In thg d881gn&ted Invedmefit lund eJKJ kncomfr g8nèro18d b us¢d f(Y the charilable obSè¢ts 01 the moln charfty. Durfng th8 ye8r ended 5 Aprfl 2012 the a8sè19 and aCcled Inwm8 01 the estate of tho laig Rlchard Howgrth, totalllng £451,369. weTetrÈnsl&Tred to Ihe Harold andhlice Brfdg¢$ Chedty fd10n0 Ihe death of Ihg 1881 IEfe tonanl ¢m 12 Juno 2010. The wltsl of £4J2.507 w85 Included kn the d?3lgnale¢l Inv8Almènl and Ihe Incorne genwaled Is ¥s8d for thadiablé oblo¢tlvgs of Ih? m81n th#rfty. FO11thng thè d•ath of Chadeg Harold Brfdues on 21 FebJu8ry 2023 Ihe thBrlty b&com8 entitled to of the oBpHal 4nd Sncomg ol th8 H & J Bridg85 1985 Sèttlemenl and thé Hordd Bridg68 1980 8?ttlernent. Th& capmal of e71,707 was In¢luded In Ihe t1o5Egnol¥d Investmenl fvnd ond the Ihcomo 9¥llgf8ted Is used lor the th8rf1abtè ot4ectfv8s ofthe maln tharfty. ThBr8 h#ve begn ng th8ng091o pollcy slrsce Ihé 1881 werort. On the dts2lh of1h& sellknr Ihe p1wl¢ of tha Trustee Act 1925 8ectkffi 36 appty th thatthè $uTriviDg trusle8s can appolnl Irusle85 or should Ihey bÈ(JJMè Ineapable thefr peisonal ¥epr85BntalvÈs 8ppolnt AOWtwsle88 In wrtllng. Thetsu8lee8wh068ryed durfrtg Iho y8ar and upto Iho dat8 of81gnAlur8of Ih•fthancl818t&tem8nts W8fe.' Mrc N Cafv¥rt MrJ D G Hlnchllffa Tha Irustees mget Ihree tlm8s 8 yaar lo d15bvss and approve gr8nt appllcallon¥ and rtsvt¢w Inances. Chgquos are ¥enloulto those 8ucc•sslul appllcants thIn doy¥ ol èaGh m4*tlng. The exlstlng Irustee¥ are responslble lor lh• 8ppdnlm8nl ol newlNst8eB. The INslee$ h8Vè dS5essed Ihe rnaiLW rfokt thlth rnay 8rf¥g In Ihe oonduet ol the Charfty and wlll monllor the88 annuolly. Tho twÈlèé¥' rwrtWa8 8pproved by th? Bwd oFTN¥t•85. Mr C N Csl¥ert MrJDGHI D810;,. 23 J
THE HAROLD AND ALICE BRIDGES CHARITY INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE HAROLD AND ALICE BRIDGES CHARITY l ieport lo Ihe Iryslees on rvy examination ol the financial stèlements ol The Harold and Alice Bridges Charity (th6 chaTilyl for Ihe year ended 5 April 2tr25. R65pon$lbllltles and basss of report As the Iruslees ol Ihe oharily you ale responsible for the prep&rallon of the financial stalements in accordance with the requirements ol the ChaTilies Act 2011. I report Sn respect of my exarninalion of the chafily's fin8n¢i81 slalemenls ¢acried oul under section 145 of the ChaFilies Act 2011. In carrying out my examination I have followed the DFieclions glven by the Charity Commission under seclion 145{5llb) ol the Charities Act 2011. Independent examlner's statement Your altention is drawn lo the fact that the ohaiily has prepared Ihe finandal slatements in accordance wilh the relevant version of Ihe Slalemenl ol Rccommended Pra¢li¢e appScable lo charliles preparing their financial statements in acLordance wllh the Financial Reportinq Slandaid applicable in Ihe UK 8nd Repubtic ol Ireland (FRS 1021 in preference to the Accounllig and Reporfing by Char*lles'. Slalement ol Rècommended Practice issued on 1 Apiil 2005 whlch Is referred to in the extanl regulations bul has now been withdrawn. l un(Jerstsnd that thls has been done in order lor the financi?16talemenls lo provKle a Iruo and fair view in accordance with UK Generally Accepted Aeeounting Practice. I have completed my examination. I confim) that no mallers have come to my attention in connecllM wlth the examinalion giving me cause lo believe that in &ny malerial respecl.. 8ccounting records were not kept in respect of the charily as requiied by 8e¢lior¥ 130 of lh8 Ch81ili88 Act 2011. the financial slalemenls do nol accord wilh those records; o the financial slalemenls do not comply wilh the appllcable requirements concerning Ihe lom? and conlenl of financial slalemenls sel oul ivb Ihe Charities (Accounts and Reporlsl Regulalions 2008 other Ihan any requirement that the financial slalements give a trué 8nd fAlr view, whlch Is not a matter considered as pwt ol an indtrpendenl examinalion. I have no concarng and h8ve eome across no other mallers in connecliorl with the examiDalK)n lo which attenllon should b8 diawn in Ihls report in order lo eJ)able a proper understanding ol Ihe financial statements lo be leached, (tQWLLvdtLLfj LLP CharnplDn Accountants LLP Unil 2 Olympic Court Whilehills Business Park Blackpool Lancashiio Fyd 5GU Joab
THE HAROLD AND ALICE BRIDGES CHARITY STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 5 APRIL 2025 Unrestrlcted Designated grant investmènt fund fund 2025 2025 Total Unrestrlcted Designatèd grant investmènt fund fund 2024 2024 Total 2026 2024 Notes men Income and endo Inveslmenls Othér Income 148.688 148.688 148.812 1,370 148.812 1,370 Total income 148.688 148,688 150.182 150,182 Ex endlture on.. Raising funds 21,(9 21,069 23,765 23.765 Charitable aclivlle$ 141,518 7,359 148,877 160,450 5.862 166.312 Total expenditure 141,518 28.428 169,946 160.450 29,627 190.077 Net ualnsl(lossesl on investmenls 10 17.0701 17,0701 67.416 67,416 Nèt movèment In funds 7,170 {35,4981 128,3281 (10,268} 37.789 27,521 Fund balancos al 6 Aprll 2024 37.288 4,068,567 4.105,855 47,556 4,030,778 4,078,334 Fund balances at S Aprll 2026 44,458 4,033,069 4.077.527 37.288 4.088,567 4,105,855 Tho Stalemerbt ol finala1 aclivilies incltK188 All gains and losses recognlsed in the year. The slalemenl ol finandal activilies includes all 98in$ And losses recognised in lh8 year. All income and expendilurg derNe Irom continuing 8ctlviti&s.
THE HAROLDAND ALICE BRIDGES CHARITY BALANCE SHEET ASAT SAPRIL 2025 2024 Flx•d a5$tts Invo9trrt8nls 12 4,013,889 4,IMf,372 ¢uryeDta85816 Debl¢Jr¥ Cggh At bankand In h&nd 13 163 71374 163 72,&76 72,537 73,139 CfdHor8: amounts falllnm due wlthln one yeor 14 18,8791 (8,6561 Nt ¢uirenta5soIs 63,058 64.4B3 Tot81088el8 less ourtenl Il>bllllle8 4.077,527 4.105.B65 Income lund• Dv51gnal8d nvo$lm8r¢lfund UnTestrl¢tèd gtani fund 15 4.033,UBg 44,459 4,06B.5e7 37,288 4.077.527 4.fOS.B65 2J J. LIL Thtr In8nd81 slAtemBnt8 W 8roya bylh& Truslgos on ,..,...,.............,. 44) Mrc N Colvert Thi$l• MrJ DGHlnthl Tru¥tO
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2025 Accounting poll¢ie3 Charity informatlon The Harold aiid AIiGe Biidges Charity is a registered charity in the United Kingdom.The address of the registered office is Melatnotph Law Limiled TIA Linda Myers, 21-23 Path Slreel, Lylham, FY8 SLU. 1.1 Basis of preparatlon The financial sl8letllEnls have been prepared in accordance with the chaiily'g governing documenl. the Charities Act 2011, FRS 102'The Flnanctal Reporting Standard applicable in the UK arKI Republic ol Ireland. I'FRS 1021 and the Charities SORP Accounting and Reporiirg by ChaTilies.' Slalernenl of Recommended Piaclice appli¢able In ¢h8riliès prèp8rtng their accounts in accordance with tho Financial Reportlng Standard applicable in the UK and Republlc of Iland {FRS 102}. (effeclivg 1 January 2019). The eharily is a Public Benefit Enti(y as defined by FRS 102. The charity has taken advantage ol the provislons in the SORP for charities not lo prepare o Slalemenl of Cash Flows. The fin8nclal statemenls have departed from the Ch8rilies (Accounts and Reports) Regulations 2008 only to the exl8nt rèquired lo provide a IrLE and fair view. This departure has Involved followng the Slalem8nl of Recotnmended Praclicp lor charities applying FRS 102 rathèr than the version ol Ihe Slalemenl of Recommended Piaolice which Is referred lo in the Regulations bul which h88 since been wilhdrawn. The financial slatemenls ar8 prtrpad in sterling. which 15 the functional CUTien¢y of Ihe charily. Monetary amounts In these financial $la18mentS 81* iotsnded to the nearesl £. The financlal s181ements have been prepared under Ihe hlslorical c05t convention, modified lo in¢l(Kle revaIatIon of inveslmenls. The principal accounting pollcies adopted a¥e set out below. 1.2 Golng concern The trustees are requked lo assess whether the use ol going cgncefft Is approprlale and whether there are any maleri81 tsnceriainties related lo events or condition6 that tnay cast slgnificat)t doubl on the abih'ly of tho charity lo continue as a going nlfi. The truslees make this assessmènt in rèspeet of 8 period ol at lea81 one yeaT from the dale of aulhorisallon of the accounis. The majorily of expendllure of thè charity is al the discrellon ol the Ituslees and the eharlty also has sufficient reserves lo oflsol any polenli81 reduclion in rkvestmenl income. The Iruslees havè eonsklered Ihe level of funds held and Ihe expeoled level of Income and Expe4)dilure lor 12 monlhs liom 8Uthorisinu these financial statements. The budgeted Income 8nd expendilur& Is Sufflent with the level of roserves foi Ihe charily, Iherefore the Iruslees conlinuè lo adopt the golng concem basis of accounling in PFepaiiNg the financlal statements. 1.3 Charltable funds Unresliicled funds ar8 8vallab18 for use al the discretion of the Iw8lees in furtheran Df Iheir charitable obleclives and which hav8 not bÈan desijnaled for other purposes. Designaled funds Gomprlse unreslricled funds that have been sel aside by the Iruslees for particular purrKises. Thè alm 8nd us@ ol each designated fund 18 sel out in the notes lo the flnanciBI statemenls. 1.4 In¢om8 Income is recognised when the charity Is kgally enlilled to it after any performance condillons h3ve been mel, the amoun15 can be measured reliably, and il Is probable that income will be Teceived. Inveslmenl income is eained Ihiouuh holdlng 8ssels for investment purposes. It includes dividends and inlere51. Where il is nol practicable lo idenllfy inveslmenl management costs Incurred With a scheme wlth reasonaN8 accuracy the inveslmenl income 1$ reported net ol these costs. 11 is included when the amount can b8 mèasured relSably. Interest income is recogfjised usin9 Ihp effective interest method and dividend income is rècognised as the charily's rlghl lo recefve payment Is e518bllshed.
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 Accountlno pollcles {Contlnugdl 1.5 Expendlture All expendilure is accounl¢d for on an acuuals basis and has been classified under headings that aggre9ale 811 costs related lo Ihe category. Expendilufe Is recoonised On there is a 16981 or conslruclive obligation lo transfer economlc benefit lo a third pariy. il Is probable Ihal a Iransfer of economic benefits will be required in solll¢menl, and the amounl of th8 obligatlon can be measured reliably. Expenditurè Is calegorised under the followlng headlngs:_ Expènditure on raising funds includes inveslmenl management costs., and Expenditure on charitable aclNilies indudes gr21Els awarded and support Costs incUrd. Irrecoverable VAT is charged as an expens8 898inst th6 aclivily lor which expendilure ar058. Granls payable to thlrd patlies are wilhln the charil8ble objectives. W)ere unttondilional grants are offered, these are accTued as soon as the recipient is notified of the grant, as this gives rise lo a ie850nablE expectation that Ihe recipierbt will receive the grants. Where or8nls are conditional lelaling to petlorman then Ihe granl 18 onw accrued when any Unfulfled condition8 are otstside ol the conlrol of the chaiily. Full provision is made for any traded c811 oplions open al the year end. Support costs allocation Support cosls are Ihose Ihal a55isI the work of Ihe eharily but do not dir&¢lly iepresent charltable aclivilies and include govein8nce cosls and adminislialive cosls. They are incurred directly in SUPPDrt of expendilure on the objects ol the charlty. Where support costs Cannot be direclly allribuled lo pariicular headSngs Ihey have been allocated lo cosl ol raising funds and expenditure on charitable aclivilies on a basls consistènt with use ol the resources. 1.6 Flxed 88881 Invastments Investments are recognised initially al lalr value which is normally the Iiansaclion pri excluding Iransaclion 008ls. Subsequenily. they are measured at f81r v8lue wilh chang88 ieco9nised in 'nel galnslllosses) on inveslmenls. in the SOFA if the shares are publicly Ir8ded OT their lair value can oihéTwls& be reliably measured. The twslees havè notlfied Irbveslec Wealth & Investment Limlted, their discretionary inveslmenl monagerg, Ihal they require a balanced relurn Ifom income and capital growth accepting a moderale level of iisk. The Iruslees revlew the inveslfflenl mandate and dbSCUSS the performan of the Investments anLI manag8m*nt at their meetings. 1.7 Cash and cash equlvalents Cash 8nd cash èquivalents include cash in hand, deposlls held al call with banks, other short-lerm liquid inveslmÈnts wilh original maturities of Ihiee months or less. and bank overdrafts. Bank ovwdraft5 are shown within borrowings in curienl Ilabililies. 1.8 Flnanclal Instruments The charity has Èlected Ir) apply the provisions of Sectlon 11 'Basic Financial Inslrumenls, Section 12 'Olh8r Financial Inslfumenls Issues. of FRS 102 to all of Its financial inslrumenls. Financial inslruJnents are recognised in the charity's balance 5hepl when Ihe charily becomès party to the conlractual provisions ol the Inglrumenl. Financlal assets and 5iabililies are offset, with the nel amounts pr8s8nl6d in the financial slalemenl8, when there is a legally enforceable right lo set off Ihe recognised amount$ and there is an Intention lo sellle on a n81 b884s or lo reallse the assel and Settlè the Ilabllily simultaneously.
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 Accounling pollclès (Continued) Basic flnanctial 4ss8ts 83sic financial assels, which includo debtors arHI cash and bank balan$. are initially measured 81 lfansactlon price including IransaclK)n cosls and ale subsequenlly carried at amortised cost using the effectsv Intero81 method unless the arrangement constilul8s a l£nanclng transaclion, where Ihe transaction is measured al the present value of the future receipts di8counlèd al a markel rate ol inlere81. Financial assets classified as receivae within one year are not amortised. Baslc financial li8bili118s B851¢ financlal Ilabllitles, Including creditors and bank108n8 are Initially recognised al transaction PFice un1888 the arrangemeEIl conslllutes a financAng transaction, where Ihg debt instrutnenl 15 measured al the p¥esenl value ol tho future payments discounled al a market rale of interest. Flnancial liabililies classified as payable within one ye8r are not 8mortised. Debt instrunIS ale 5ubsequenlly carrled at amortised cost, using the effe¢live interest r8le meihod. Trade credilors are obugalions to pay for goods or services that have beon acquired in the ordlnary course ol operations from suppller5. Amounts payable are classified as cuirenl Ilabilities 11 payment Is dve wilhin one year or less, If not, they arg presented as non-currenl liabililies. Trade creditors are ieeognised inilially al Ir8nsacliDn price and subsequenlly tneasuied 81 amortised cckst using the effective interest method. D•r•eognlUon of flnanclal Ilabllltles Financial liabilities are dereoogni8Bd when Ihe charily's contractual obligalions 8xpire or are dl$eharged or cancelled. Critlcal a¢countlng estlmates and ludgements In the application of the charlly's 8ccounling policies, the Iruslees are iequiied lo make jLEdgemenls, eslimales and assumptions about the carrying amounl ol assets and liabilities Ihal aTe not re3dily 8pp8renl from other sources. 'fhe eslimales and associalod assumplions are based on historical expeiience and other laclors that are eonsidered to be relevanl. Actual results may differ from these eslimales. Tho 6slimales and underlylng assumptions reviewed on an ongoing basis. Revisions lo accounling estimates are recognised In Ihe peiiod in which the 8slimatè Is ievised where the revision affocts only that period, or in the period ol the revision and future periods wh810 th& rèvision affects both curienl and future periods. Income from Investments unstriCted Unr¢strl¢tsd funds funds 2025 2024 Income from lisled Invoslmenls Inte$t recelvable 146.$17 2,171 145,351 3,461 148,688 148,812
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 Other Income Unrestricted Unrestrlcted funds funds 202S 2024 IncomB from H & J Bridges 1985 Selllemenl Income from H Bridges 1986 Settlement 836 534 1.370 Following Ihe Ilealh of ChaTles Harold Bridges on 21 February 2023 Ihe charity became enlilled lo 504/0 of the caiytal and income of the H & J Bridges 1985 S8tllomenl and the Harold Bridges 1986 Selllemenl. The income is shown as received and the Capital is adjusted for morkel Val al SApril 2023. Ralsing funds Deslgnated Designated Invostment investment fund fund 2025 2024 Investment management charges 21.OS9 23,765 21,069 23.765
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 Expendlture on charitable actlvlties 2025 2024 Direct costs Legal fees Accountancy fees Sundry 6xpenses 12.419 10,320 1,674 12,060 9,660 432 24,413 22,IS2 Grant funding of aclivilieslsoe note 7) 122.850 142,tMXI Share of support and goveman¢e costs (see note 81 Governance 1,614 2,160 148.877 166,312 Analysls by fund Unreslrided funds Designated inveslmenl fund 141.518 7.359 1eO,450 5,862 148.877 186.312 Grants payabla 2025 2024 Gianls ID In51itulioF>S'. All Sainls Grange Bowllng Club All Saints PCC Anthony Nolan Foundation Arkholme School PTFA Arkholme Village Hall Arnsldè Bowllng Club Amslde Educalional Inslilule Arnslde Parish Counci Asthma Rellef AS1ck Bowllng Club Baby Beal Appeal Bafbor> Village H811 B8ndrigg Trus1 Bollot) by Bowland Village Hall Bolton le Sands Click81 Club Bolton le Sandg Pra School Blackwell Sailing Brindle Road AllolmenlA$so¢ Burne51de Bras5 Band Burton Communily Sport8 2,000 1.500 1.000 4,000 3.000 1.000 2,000 2,000 2,000 1,000 2,)0 3,WO 1,500 1,800 2,000 1,500 1,000 350 1,000 2.000 io-
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS {CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 Grants payable IContinu&dl Burton in Lonsdale Bowling Club Burton in Lonsd8le Bowling Club Cancer Help (Preston) Cancercare Lancaster Cainlotlh Crickel Club Carnforlh Community Swimming Pool Carnlorfh & Dislricl Bowling Club Chiist Church Lancaster Clilheroe Cricket & Bowling Club Communily Solulions NWAccringlon Cowan Biidgo Youth Club Dalton Community Church Deepdale CommunilyAsswalion D8rian Hous6 Chiklrens, Hospice Ffetkleton Village Memorial Hall Charity Ffiend8 of Copp Schoo5 Fiiends of cop GrèÉn Ffiend5 of NEwlon Communily Park Garslang Community First Repson8Q Garslang Subscription Bowllng Club Grea( Eccleslon Seouts Great Harwood Bowling Club Grim8aigh Cricket Club Grimgargh Wètlands Trust Growing Well Limited Heartbeat NVV Cardiac Care Heron Coin Mlll Higham Vdlage Hall Hoghlon Social & Sporls Club Holme Bowling Club Holy Trlnily Church. Hoghton Hurst Green Bowling Club Hullon Root Village Hall Ingleborough BovASng Club Inglelon Cricket Club Inglelon Football Club Inglelon Parish Chufch Ingleton Rural CommLmily Assoation Inglelon Swimnwng Pool Kaiios Housing Kendal Lads & Girls Club Kirkbie Kendal School Klrkby Lonsdale Bowling Club Klrkby Lonsdale RUFC Kirkland & Callerall MemoTial Ho11 Lan¢8 T88chin9 Hospit81 Longlon Memorial Social Club Longton Tennis Club Longlon ViGlory Mèmorf81 Sports & Social Low Bentham Public Hall Luneside 8 Rosebank Bowllny Club 3,000 5,000 2,000 2,000 4.000 1.000 2,000 2,0 2,0 2.50D 2.OCIO 2,000 1,000 1.000 1,0(X) 800 2,000 350 500 2,000 2,500 1.000 2,000 1,000 2.(KJO 700 1,500 1,500 2.750 4,000 1,0 2.000 2,000 250 3,(M)D 1,00 2,000 500 600 2,OOCS 3,000 2,000 1.500 1.500 1,500 2.500 1.000 750
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 Grants payable IContSnuedl Lytham Cricket Club Lylham Slieel St Annes Scoul Group Meuor Bro¢Trk & Di8lricl Comtnunity Cenlre Moreoambe Crickel Club New Longlon Village Hall Newton Clifton & Salwick Fleld Paik View 4U PCC ofAII Sainls Appley Brid9e PCC of Sl Jam&s the Less PCC of SIThomas Ciossacre Pilling Drama Group Pilling SilverJubilee Band Pilllng Village Hall Rammymen CIC Read & Simoneslone Village H811 Re..Source Blackburn Ribblesdale & Dislrtcl Camera c.lub Ribblesdale Wandereis Cricket & Bowling Roseffler6 Cancer Foundèliot) Sabden Village Hall Shape Leisure CIC SighlAdvlts South Lakes Skelsmergh Communily Hall Skylarks Community Choir Slaveloy VIHage Hall Sl Jam88 Parigh Church St Johns H05plce Sl John the Bapti51 Church Sl Leonards Church St Marks Church St Marks Primary School Nahand PTA Sl Mary's Hospice Ulveislo St Mlchael & All Angels Church Preston St Oswalds Church Sl Silas Chwch Slainlon Inslllute Swlm Together & Recreational Talham Old School Tiusl SI AFine5 Copp Church The Boys Brigade The Friends of Conway Park The Fiiesian ExpErience The Giegson Arts Community Centre The Wheety Boat Tiusl 151 Thomlon Clevoteys SCOLJI GroLFP Tlgerlily Trust Torrisholme Cricket Club, LarKasler Uln8s Walton Bridleways Associalion Ulverston & Dislrict Sports verstOn Inshore Rescuo Warton & Dlslrlct Bow&ng Chjb 2,500 2,000 2.000 2.000 500 2,000 2,000 4,000 2.000 800 1.500 3.000 1.500 1.(K)O 500 3,000 2.000 2.CX)O 2,00(1 1.00 1.000 3.000 2.000 4.000 8,000 8,OOC) 3,00 2,500 1,500 1,300 1,000 1,000 650 2,000 3,000 2.000 2,000 2.000 3,000 1,000 3,000 500 3,000 1.000 2.500 2,0 2.5(YJ 2,250 3,0 1,000 1,700 12-
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 Grants payable Icontinuedl Warton Crlckel Club Warton Village Sociely Weelon Villsge Hall Weslgate Crickel Club Wheellon Pony Club Woodplumplon St Annes SchrJ)I 1,000 500 I,0(M) I,OCK) 2,5LK) 122850 122850 142000 142000 Support costs allocated to 4¢tlvltl¢$ 2025 2024 Independent ex8minallon and preparation ol stalulory a¢¢ounl$ 1,614 2,160 Analysed betsveen.. Charitable activili88 1,614 2.160 Independent èx8minefS remuneration amolrnls lo £xxxx12024.' £1,81K)l èxcluslve of VAT lor the independent examinalion of the fingnci81 slalement5. Trustees Nono of ihe trustees received any remuneration or benefils from the charity during the year. Connected p8rly transactions ai8 delail8d in Nole 18. 10 Galns and losses on investmènts Designated Dv¥lgnatèd investment Investment funds fund8 2025 2024 GaSnsl(lossesl arising on.. Revaluallon of Irweslmenls Sale of investment 43,270 (50.3401 116,3641 83.780 17.0701 67.416 11 Taxatlon Th8 charity is exempl from t8x on income and gains falling wllhln se¢Uon $05 of Ihe Taxes Acl 1986 or section 252 of the Taxalionof Ch8rgeable Gains Act 1992 to the exlenl Ihal Ite 8re applied lo Ils chafitable objects. 13-
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 12 FSxed a88et Investments Llsted Investments Cost or valuation AI 6April 2024 Addillons Nel investment lossés Disposals 4,041.372 666,264 {7.07Ql {688.6971 AI 5April 2025 4.013.869 Carrylng amount Al 05 Apiil 2025 4.013,869 At OSApril 2024 4.041,372 2025 2024 Investments al falr valug comprise.. UK fixed interest Ovetseas fixed Intèrest UK equities Internallonal equities Alternalives Property Cash available for Inveslmenl- Inveslec 769,749 239,626 716.197 1,758.071 376,635 154.591 34.066 622,054 431,079 929.961 1,578,368 377,883 202,(r27 55,499 4.047,935 4,096,871 Flxed asset invè8tments r8valu8d Inveslmenl8 ale held by Inveslec Wealth & Inveslmenls Limiled, Slockbrokers, as nominte8 on b&hall ol Ihe chaiily. Income is paid lo th8 ch81ily monlhty. 13 Debtors 2026 2024 Amounts falllng duo wlthln one year.. Olher debloFs 163 14-
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 14 Credltors: amounts falllng due wlthln ono year 2025 2024 Other creditors Acctuals and deferred Income 1.199 7,880 1.816 6,840 8,87Q 8.656 IS Fund8 These are deslgn8ted inv6slmenl funds whSeh are material to the charlly'$ activi1Ses. At 6 Aprll 2024 Rg8ource¥ expended Galns and 1088es At S April 2025 4,068.567 128,4281 17,0701 4.033.069 Prevlous year: At 6 April 2023 Resources xpended Gains and 108ses At 5 Aprll 2024 4,030,778 129,6271 67,416 4,068,567 16 Unrestrlcted funds Comprise the lunds which the Irustees are free lo use in accordance with Charitable objects. At 6 Aprll 2024 Incoming re8our¢e8 Resources expenrt8d At 5 April 2025 General ld$ 37.288 148,688 1141,5181 44,458 Prevlous year.. At 6 April 2023 In¢omlwJ Rè$ourcè$ r¢¥ource5 expended At S Aprll 2024 General fdS 47,556 150,182 {180.450} 37,288 15-
THE HAROLD AND ALICE BRIDGES CHARITY NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 5 APRIL 2025 17 Analysls of net assets heeen funds Unrestrlcted Deslgnated funds InvÈstment fund 2025 Total 2025 2025 Fund balances at S Aprll 2025 are represented by: Inveslmenl¥ Currenl asselsl{li8bilities) 4,Ot3.869 19,200 4.013,869 63,658 44,458 44.458 4.033.069 4,077,527 Unrè9trictod Deslgnat•d funds Invastmènt fund 2024 Total 2024 2024 Fund balance8 at 5 Aprfl 2024 are rgpre89nted by: Inveslmenls Currenl assetsloiabililies) 4,041,372 27.195 4,041,372 64,483 37.288 37,288 4,068,567 4.105,855 18 Related party Iransactlons TransaGtlons wkth related partles Mr J D G Hinchliffe is an employee ol Vincenls SoliciloTS. During the year £12.419 {2024'. £12,060) wos payable lo Ihe fimi by the charity for services oarried out on behalf of the Irustees. Mr C N Calvert Is a director ol Rushlon5 INW) LSmiled TIA Ru5hlon5 Chartered Acoounl8nls. Dijring tho ygar £10.320 12024 £9,660) was payable to IhE fim by the chaiily for services caiiied out on behall of the trustees. At lh8 accountlng period ènd the sum of £5,40012024.' £3,960) was oulslanding. 16-