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 activi1￿8
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 charit￿S 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 a￿3. 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 Sp￿IfiC 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 adM￿l61ratIon and go￿rnanCe 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 rese￿e8 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.
In￿sIMent￿O1IGY
The Iruslees have notlfied Investec Wealth & Inveslmenl Limited. their inveslmenl custodians, that Ihey require a
balanced rÈlurn Irom ineome and capital growth a￿P11￿￿ a moderate level of risk. The trustees revlew the
investment portfdio and dI￿U$$ 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. govom*hc• and
Tho Chorlty lthumbpr 2366541 WB5 8StablL8hed en 14 OL*ober 1983 8Th1 Is frdmlnlsiered by Ihts Iruslegs. Th8
gov¥mlng deèd of Ihot date glves the trusleeB fvll d$¢rgUon lo apply bDth IncgTne and ¢8pAal tn or towhrds thB
rtheronc• ol suth oharltllblo purpose5 as thgy sho11 Irom Ume totitne thStskfiL
On 30 Novembw 1998, lh• Bs&eLsof thg W8yfartFs TNSI were tran81enBd Into th• ltydrold and AIIc8 Br1dgas ChBrlty
and arn Includ￿1 In thg d881gn&ted Invedmefit lund eJKJ kncomfr g8nèro18d b us¢d f(Y the charilable obSè¢ts 01
the moln charfty.
Durfng th8 ye8r ended 5 Aprfl 2012 the a8sè19 and aCc￿led Inwm8 01 the estate of tho laig Rlchard Howgrth,
totalllng £451,369. weTetrÈnsl&Tred to Ihe Harold andhlice Brfdg¢$ Chedty fd10￿n0 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.
FO11th￿ng 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 p1w￿l¢￿ 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,
(tQWLLvdtL￿Lfj 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 fina￿la1 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$tts
Invo9trrt8nls
12
4,013,889
4,IMf,372
¢uryeDta85816
Debl¢Jr¥
Cggh At bankand In h&nd
13
163
71374
163
72,&76
72,537
73,139
Cf*dHor8: amounts falllnm due wlthln
one yeor
14
18,8791
(8,6561
N*t ¢uirenta5soIs
63,058
64.4B3
Tot81088el8 less ourtenl Il>bllllle8
4.077,527
4.105.B65
Income lund•
Dv51gnal8d nvo$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￿￿ 8￿roya￿ bylh& Truslgos on ,..,...,.............,.
44)
Mrc N Colvert
Thi$l•*
MrJ DGHlnthl
Tru¥t*O

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 I￿land {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 prtrpa￿d 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
revaI￿atIon 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 ￿n￿lfi. 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 Suff￿lent 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 incUr￿d.
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 Unfulf￿led 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￿$. are initially measured 81
lfansactlon price including IransaclK)n cosls and ale subsequenlly carried at amortised cost using the effectsv
Intero81 method unless the arrangement constilul8s a l£nanclng transaclion, where Ihe transaction is
measured al the present value of the future receipts di8counlèd al a markel rate ol inlere81. Financial assets
classified as receiva￿e within one year are not amortised.
Baslc financial li8bili118s
B851¢ financlal Ilabllitles, Including creditors and bank108n8 are Initially recognised al transaction PFice un1888
the arrangemeEIl conslllutes a financAng transaction, where Ihg debt instrutnenl 15 measured al the p¥esenl
value ol tho future payments discounled al a market rale of interest. Flnancial liabililies classified as payable
within one ye8r are not 8mortised.
Debt instru￿nIS ale 5ubsequenlly carrled at amortised cost, using the effe¢live interest r8le meihod.
Trade credilors are obugalions to pay for goods or services that have beon acquired in the ordlnary course ol
operations from suppller5. Amounts payable are classified as cuirenl Ilabilities 11 payment Is dve wilhin one
year or less, If not, they arg presented as non-currenl liabililies. Trade creditors are ieeognised inilially al
Ir8nsacliDn price and subsequenlly tneasuied 81 amortised cckst using the effective interest method.
D•r•eognlUon of flnanclal Ilabllltles
Financial liabilities are dereoogni8Bd when Ihe charily's contractual obligalions 8xpire or are dl$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
un￿striCted 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
A￿S￿1ck 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 co￿p￿ 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 Asso￿ation
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
v￿erstOn 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 It￿￿e 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 l￿d$
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 f￿dS
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 he￿een 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-