Charity Registration No. 259885
Anton Jurgens Charitable Trust
Trustees’ Report and financial statements 5 April 2025
Anton Jurgens Charitable Trust
Contents
| Page | |
|---|---|
| Trustees’ and charity information | 1 |
| Trustees’ report | 2 |
| Independent auditors’ report | 5 |
| Statement of financial activities | 9 |
| Balance sheet | 10 |
| Cash flow statement | 11 |
| Notes to the financial statements | 12 |
Anton Jurgens Charitable Trust
Trustees’ and charity information
| Trustees | Frans AW Jurgens - Chairman |
|---|---|
| Frans CM Tilman | |
| Hans AB Veraart | |
| Carlijn C Bijvoet | |
| Pauline Bottema (appointed 28 May 2025, resigned 30 September 2025) | |
| Postal address | 71 Queen Victoria Street |
| London | |
| EC4V 4BE | |
| Charity number | 259885 |
| Independent auditors | Saffery LLP |
| 71 Queen Victoria Street | |
| London | |
| EC4V 4BE | |
| Bankers | HSBC Bank plc |
| 31 Holborn | |
| Holborn Circus | |
| London | |
| EC1N 2HR | |
| Investment advisers | Brewin Dolphin Securities Ltd |
| 12 Smithfield Street | |
| London | |
| EC1A 9BD |
Status and trust deed
The charity was established by Trust Deed dated 13 August 1969, and is registered with the Charity Commission.
Main trust provision
The aim of the charity is to alleviate suffering by making grants to charitable organisations that try to help those who are vulnerable in our society.
Page 1
Trustees’ report For the year ended 5 April 2025
Anton Jurgens Charitable Trust
The Trustees present their annual report and financial statements of the charity for the year ended 5 April 2025. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity’s Trust Deed, the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland.
Statement of trustees’ responsibilities
The Trustees are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
The law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:
-
select suitable accounting policies and then apply them consistently;
-
observe the methods and principles in the Charities SORP (FRS 102);
-
make judgements and estimates that are reasonable and prudent;
-
state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;
-
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.
The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust Deed. They are also responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities.
Constitution
The Trust is an unincorporated charity, constituted under a deed of trust dated 13 August 1969, registered charity number 259885.
Review of progress and achievements
The principal objective is to provide grants to charitable organisations.
The Trustees made grants totalling £318,236 (2024: £229,500). In the form of more than sixty (2024: eighty) grants to registered charities. The grants list is detailed in note 6 to the financial statements.
The net income before movements on investments was £981,273 (2024: net loss £31,126). The significant change in the year reflects a generous donation from Stichting Anton Jurgens Fonds who converted the majority of a loan, that had been given to support the working capital of the charity, into a grant. This year there was a net loss on investments of £100,314 (2024: gain of £256,898). This gave a net income for the year of £880,959 (2024: £225,772).
Page 2
Anton Jurgens Charitable Trust
Trustees’ report (continued) For the year ended 5 April 2025
The Trustees confirm that they have referred to the Charity Commission’s guidance on public benefit when reviewing the Trust’s aims and objectives, in planning future activities, and setting the grant making policy for the year.
Organisational structure
Major decisions relating to strategies and policies are made by the trustees as a board. The Trustees outsource administration to third party firms providing professional services. The charity has no employees. The Trustees therefore do not consider there to be any key management personnel.
Investment powers
These are governed by the Trust Deed which permits the funds to be invested in any security listed on the Stock Exchange and to be administered by independent investment managers.
Investment policy
There are no restrictions on the charity’s power to invest. The investment strategy is set by the Trustees to generate income for making grants while maintaining the trust’s investment capital, taking into account the demand for funds and the quality of the funding applications.
The Trustees consider the income requirements, the risk profile and the investment manager’s view of the market prospects in the medium term.
The Trustees have evaluated the performance of the investments in the year against their stated objectives and consider the performance to be satisfactory given market conditions.
Resources
The Trustees consider that the resources and assets available are adequate to fulfil their grant making intentions.
The Trustees funds are unrestricted, the investments are used to generate income and to maintain and increase the capital resources of the Trust. The grant making intentions of the charity are moderated by reference to the expected investment income.
Trustees
The Trustees and changes to them are detailed on page 1.
New Trustees are appointed by the existing Board of Trustees and the trust deed provides for a minimum of three at all times.
The induction process for any newly-appointed trustee comprises an initial meeting with the Chair and the Board. Each new Trustee is provided with a copy of the Trust Deed and the financial statements and is briefed fully on their role and responsibilities.
Grant making policy
The charity invites applications for funding of projects from charitable organisations. The applications are reviewed by the London Committee of the Trust and are then proposed and considered by the Trustees, at twice yearly meetings in Spring and Fall.
Page 3
Anton Jurgens Charitable Trust
Independent Auditor’s Report For the year ended 5 April 2025
Opinion
We have audited the financial statements of Anton Jurgens Charitable Trust for the year ended 5 April 2025 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).
In our opinion the financial statements:
-
give a true and fair view of the state of the charity’s affairs as at 5 April 2025 and of its incoming resources and application of resources for the year then ended;
-
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
-
have been prepared in accordance with the requirements of the Charities Act 2011.
Basis for opinion
We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.
Conclusions relating to going concern
In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.
Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.
Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.
Other information
The trustees are responsible for the other information. The other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.
Page 5
Anton Jurgens Charitable Trust
Independent Auditor’s Report For the year ended 5 April 2025
Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information; we are required to report that fact.
We have nothing to report in this regard.
Matters on which we are required to report by exception
We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion:
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the information given in the Trustees’ Annual Report is inconsistent in any material respect with the financial statements; or
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the charity has not kept sufficient accounting records; or
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the financial statements are not in agreement with the accounting records and returns; or
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we have not received all the information and explanations we require for our audit.
Responsibilities of trustees
As explained more fully in the Trustees’ Responsibilities Statement set out on page 2, the trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, the trustees are responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.
Auditors’ responsibilities for the audit of the financial statements
We have been appointed as auditors under the Charities Act 2011 and report in accordance with regulations made under that Act.
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditors’ report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.
Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in
Page 6
Independent Auditor’s Report For the year ended 5 April 2025
Anton Jurgens Charitable Trust
respect of irregularities, including fraud. The specific procedures for this engagement and the extent to which these are capable of detecting irregularities, including fraud are detailed below. Identifying and assessing risks related to irregularities:
We assessed the susceptibility of the charity’s financial statements to material misstatement and how fraud might occur, including through discussions with the trustees, discussions within our audit team planning meeting, updating our record of internal controls and ensuring these controls operated as intended. We evaluated possible incentives and opportunities for fraudulent manipulation of the financial statements. We identified laws and regulations that are of significance in the context of the charity by discussions with trustees and updating our understanding of the sector in which the charity operates.
Laws and regulations of direct significance in the context of the charity include the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008 and guidance issued by the Charity Commission for England and Wales.
Audit response to risks identified:
We considered the extent of compliance with these laws and regulations as part of our audit procedures on the related financial statement items including a review of financial statement disclosures. We reviewed the charity’s records of breaches of laws and regulations, minutes of meetings and correspondence with relevant authorities to identify potential material misstatements arising. We discussed the charity’s policies and procedures for compliance with laws and regulations with members of management responsible for compliance.
During the planning meeting with the audit team, the engagement partner drew attention to the key areas which might involve non-compliance with laws and regulations or fraud. We enquired of management whether they were aware of any instances of non-compliance with laws and regulations or knowledge of any actual, suspected or alleged fraud. We addressed the risk of fraud through management override of controls by testing the appropriateness of journal entries and identifying any significant transactions that were unusual or outside the normal course of business. We assessed whether judgements made in making accounting estimates gave rise to a possible indication of management bias. At the completion stage of the audit, the engagement partner’s review included ensuring that the team had approached their work with appropriate professional scepticism and thus the capacity to identify non-compliance with laws and regulations and fraud.
There are inherent limitations in the audit procedures described above and the further removed noncompliance with laws and regulations is from the events and transactions reflected in the financial statements, the less likely we would become aware of it. Also, the risk of not detecting a material misstatement due to fraud is higher than the risk of not detecting one resulting from error, as fraud may involve deliberate concealment by, for example, forgery or intentional misrepresentations, or through collusion.
A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.
Page 7
Anton Jurgens Charitable Trust
Independent Auditor’s Report For the year ended 5 April 2025
Use of our report
This report is made solely to the charity’s trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the trustees those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the trustees as a body, for our audit work, for this report, or for the opinions we have formed.
Saffery LLP Statutory Auditors 71 Queen Victoria Street London 4 February 2026 EC4V 4BE
Date:
Saffery LLP is eligible to act as an auditor in terms of section 1212 of the Companies Act 2006
Page 8
Anton Jurgens Charitable Trust
Statement of Financial Activities For the year ended 5 April 2025
| General fund 2025 Note £ Income from Investments 220,228 Interest 63,032 Donated services 23,583 Donations 2 1,085,000 Total income 1,391,843 Expenditure on Raising funds 3 50,245 Charitable activities 3 360,325 Total expenditure 410,570 Net income before investment movement 981,273 Net gains/(losses) on investments 4 (12,965) Net income/(expenditure) 968,308 Net movement in funds 968,308 Total funds brought forward 1,161,810 Total funds carried forward 9 2,130,118 |
Expendable endowment 2025 £ - - - - - - - - - (87,349) (87,349) (87,349) 7,827,851 7,740,502 |
Total 2025 £ 220,228 63,032 23,583 1,085,000 1,391,843 50,245 360,325 410,570 981,273 (100,314) 880,959 880,959 8,989,661 9,870,620 |
Total 2024 £ 230,786 32,815 23,583 - |
|---|---|---|---|
| 287,184 | |||
| 47,412 270,898 |
|||
| 318,310 | |||
| (31,126) 256,898 |
|||
| 225,772 | |||
| 225,772 8,763,889 |
|||
| 8,989,661 |
The notes on pages 12 to 23 form part of these financial statements.
The statement of financial activities contains all recognised gains and losses for the financial year.
The results for the period all relate to continuing activities.
Page 9
2025 |
2024 |
||||||
|---|---|---|---|---|---|---|---|
Notes |
£ |
£ |
£ |
£ |
|||
Fixedassets |
|||||||
Investments |
4 |
9,829,325 |
8,977,959 |
||||
Currentassets |
|||||||
Debtors |
5 |
10,952 |
25,591 |
||||
Cashatbankand |
inhand |
182,745 |
886,508 |
||||
193,697 |
912,099 |
||||||
Currentliabilities |
|||||||
Creditors:amountsfallingdue |
|||||||
withinoneyear |
6 |
(152,402) |
(900,397) |
||||
Netcurrentassets/(liabilities) |
41,295 |
11,702 |
|||||
Netassets |
9,870,620 |
8,989,661 |
|||||
Funds |
|||||||
Expendableendowmentfund |
9 |
7,740,502 |
7,827,851 |
||||
Unrestrictedfund |
9 |
2,130,118 |
1,161,810 |
||||
9,870,620 |
8,989,661 |
||||||
Approvedbyth¢ |
BoardofTrusteeson |
3-% |
2026andsignedonitsbehalf |
by: |
|||
man |
|||||||
Trustee |
Anton Jurgens Charitable Trust
Cash flow statement For the year ended 5 April 2025
| Reconciliation of net income to cash flows from operating activities Net income Interest received Investment income Losses/(gains) on investments Decrease/(increase) in debtors (Decrease)/increase in creditors Net cash outflow from operating activities Cash flows from investing activities Interest received Investment income Purchase of investments Proceeds on disposal of investments Change in cash and cash equivalents Cash at 6 April 2024 Cash at 5 April 2025 Analysis of changes in net debt Cash at bank and in hand Cash held as part of investment portfolio Total |
2025 2024 £ £ £ £ 880,959 225,772 (63,032) (32,815) (220,228) (230,786) 100,314 (257,237) 14,639 (25,591) (747,995) 253,446 (35,343) (67,221) 63,032 32,815 220,228 230,786 (4,508,180) (391,525) 3,559,596 344,000 (269,369) (666,391) (700,667) 148,865 1,018,852 869,987 318,185 1,018,852 6 April 2024 Cash flows 5 April 2025 £ £ £ 886,508 (703,763) 182,745 132,344 3,096 135,440 1,018,852 (700,667) 318,185 |
2025 2024 £ £ £ £ 880,959 225,772 (63,032) (32,815) (220,228) (230,786) 100,314 (257,237) 14,639 (25,591) (747,995) 253,446 (35,343) (67,221) 63,032 32,815 220,228 230,786 (4,508,180) (391,525) 3,559,596 344,000 (269,369) (666,391) (700,667) 148,865 1,018,852 869,987 318,185 1,018,852 6 April 2024 Cash flows 5 April 2025 £ £ £ 886,508 (703,763) 182,745 132,344 3,096 135,440 1,018,852 (700,667) 318,185 |
|---|---|---|
| 63,032 220,228 (4,508,180) 3,559,596 |
||
| 1,018,852 (700,667) 318,185 |
The notes on pages 12 to 23 form part of the financial statements.
Page 11
Anton Jurgens Charitable Trust
Notes to the Financial Statements For the year ended 5 April 2025
1. Principal accounting policies
1.1 Accounting convention
The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts. The financial statements have been prepared in accordance with the second edition of the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.
The accounts (financial statements) have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair view'. This departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.
The trust constitutes a public benefit entity as defined by FRS 102.
The trustees consider that there are no material uncertainties about the Trust’s ability to continue as a going concern.
1.2 Investment income
Investment income is accounted for in the period in which the charity is entitled to receipt.
1.3 Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that settlement will be required and the amount of the obligation can be measured reliably.
All costs can be directly attributed to an expense category.
Grants payable are payments made to third parties in the furtherance of the charitable objects of the Trust. In the case of an unconditional grant offer this is accrued once the recipient has been notified of the grant award. The notification gives the recipient a reasonable expectation that they will receive the one-year or multi-year grant. Grants awards that are subject to the recipient fulfilling performance conditions are only accrued when the recipient has been notified of the grant and any remaining unfulfilled condition attaching to that grant is outside of the control of the Trust.
Provisions for grants are made when the intention to make a grant has been communicated to the recipient but there is uncertainty as to the timing of the grant or the amount of grant payable.
Governance costs comprise all costs involving the public accountability of the charity and its compliance with regulation and good practice. These costs include costs related to statutory audit and legal fees.
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
Irrecoverable VAT is charged against the category of resources expended for which it was incurred.
1.4 Fixed asset investments
Investments are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. The statement of financial activities includes the net gains and losses arising on revaluation and disposals throughout the year.
The Trust does not acquire put options, derivatives or other complex financial instruments.
The main form of financial risk faced by the charity is that of volatility in equity markets and investment markets due to wider economic conditions, the attitude of investors to investment risk, and changes in sentiment concerning equities and within particular sectors or sub sectors.
1.5 Realised and unrealised gains and losses
All gains and losses are taken to the Statement of Financial Activities as they arise. Realised gains and losses on investments are calculated as the difference between sales proceeds and their opening carrying value or their purchase value if acquired subsequent to the first day of the financial year. Unrealised gains and losses are calculated as the difference between the fair value at the year end and their carrying value. Realised and unrealised investment gains and losses are combined in the Statement of Financial Activities.
Gains and losses on investments are allocated to each fund based on the size of the fund at the start of the financial period.
1.6 Taxation
The Anton Jurgens Charitable Trust is a registered charity and is not liable to United Kingdom income tax or corporation tax on charitable activities.
- 1.7 Funds
The Anton Jurgens Charitable Trust has no restricted funds.
The original donation has been included as an expendable endowment fund and the income arising is classed as unrestricted. The trustees can spend both income and capital at their absolute discretion.
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
2. Donation
The full donation received of £1,085,000 related to a donation from Stichting Anton Jurgens Fonds that was used to clear the loan amount previously owed to Stichting Anton Jurgens Fonds.
3. Expenditure
| a) Raising funds: Stockbroker’s charges Bank charges Grants made (note 7) Accountancy and administration Trust manager Professional fees Governance costs Audit fees Travelling expenses |
2025 £ £ 50,185 60 50,245 318,236 11,056 23,583 - 34,639 6,900 550 7,450 360,325 |
2024 £ £ 47,352 60 47,412 229,500 10,025 23,583 - 33,608 6,695 1,095 7,790 270,898 |
2024 £ £ 47,352 60 47,412 229,500 10,025 23,583 - 33,608 6,695 1,095 7,790 270,898 |
|---|---|---|---|
| 47,412 | |||
| 229,500 33,608 7,790 |
|||
| 270,898 |
The auditors provide audit and accountancy and administration services. The total amount paid to the auditors in the year was £17,956 (2024: £16,720).
The charity had no direct employees in either the current or prior year.
No Trustee or London Committee Member received any remuneration during the year (2024: £nil). No Trustee had expenses reimbursed during the year but two London Committee members had expenses reimbursed for travel and subsistence amounting to £550 (2024: £1,095).
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
4. Fixed asset investments
| 2025 | 2024 | |
|---|---|---|
| £ | £ | |
| Quoted investments | 9,693,885 | 8,845,615 |
| Cash held as part of portfolio | 135,440 | 132,344 |
| Total Investments | 9,829,325 | 8,977,959 |
| Quoted investments: | ||
| Market value 6 April 2024 | 8,845,615 | 8,540,852 |
| Additions at cost | 4,508,180 | 391,525 |
| Disposals at opening book value | (3,320,389) | (337,712) |
| Unrealised investment (losses)/gains | (339,521) | 250,950 |
| Market value 5 April 2025 | 9,693,885 | 8,845,615 |
| Historical cost as at 5 April 2025 | 8,790,012 | 7,765,170 |
| Investment at market value comprised: | ||
| Fixed interest securities | 733,755 | 706,212 |
| UK invested unit trusts | 7,118,883 | 7,490,369 |
| Cash products | 1,841,247 | 649,034 |
| Total | 9,693,885 | 8,845,615 |
| All investments are held for charitable purposes | and are listed on a recognised Stock | |
| Exchange in the UK. | ||
| Gains and losses on investments comprise | ||
| Realised gains on investments | 239,206 | 5,948 |
| Unrealised (losses)/gains on investments | (339,521) | 250,950 |
| Total | (100,315) | 256,898 |
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
| 5. Debtors: amounts falling due within one year Accrued income 6. Creditors: amounts falling due within one year Other creditors Amount owing to connected charity Trade creditors |
2025 £ 10,952 2025 £ 19,878 132,524 - 152,402 |
2024 £ 25,591 |
|---|---|---|
| 2024 £ 19,389 876,088 4,920 |
||
| 900,397 |
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
7. Grants payable
| Abbey Physic Community Garden Activity Club for Children with Special Needs - Thumbs Up Club Age Concern Mole Valley Alder Trust (Aldermoor Community Farm) Alternatives Activity Centre Amy and Friends Answer Project Limited Art Therapy Yorkshire Ashton United in the Community Astriid Balloons (Devon) Barnet Lone Parent Centre Beyond Earlston Blue Smile Project (known as Blue Smile) Brecon and District Mind Camp Jojo Carefree Carymoor Environmental Trust Catching Lives Caxton Youth Organisation Chapter2 Chariotts Charnwood 20:20 (operating as Love4Life) Chesil Sailability CHIPS Citywise Mentoring Ltd Clear Sky Children's Charity Colchester Toy Library CROPS Dads House Deaf World Downright Excellence (DEx) ESCAPE Family Support Ltd Families United Network Carried forward |
2025 £ 4,000 - 5,000 4,000 5,000 5,000 7,300 5,000 - - 4,000 4,000 3,000 3,000 4,000 4,000 4,000 3,000 - 4,000 5,000 5,000 4,000 - - - 4,000 3,000 5,000 - 3,000 5,000 6,000 5,000 113,300 |
2024 £ - 3,000 - - - - - - 3,000 4,000 - - - - - - - - 3,000 - - - - 3,000 4,500 4,050 - - - 3,000 - - - - |
|---|---|---|
| 27,550 |
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
| 7. Grants payable Brought forward Fight Against Blindness Footsteps Foundation foreland fields charity Forward Facing Freedom Community Project GASP Motor Project Gateshead Older People's Assembly Global Vision Initiative Growing Resilience in Teens (GRIT) Growing2gether Headroom Young People's Charity Headway Norfolk and Waveney Heritage Charity London Home-Start Wessex Hope and Vision Communities In Charleys Memory In Touch/ Kids United INSIGHT Counselling, Coaching & Support Services Island House Community Centre Karele Kinship Care Midlothian Kintyre Link Club Layole Leeds Baby Bank Let's Play Project Little Hearts Matter Love Rowing (Also known as British Rowing Charitable Foundation) Market Field Farm Mitchell's Miracles Neuroblastoma Charity Nai's House CIO NewStarts Oxford Against Cutting Priors Park community Church Carried forward |
2025 £ 113,300 6,000 - - 10,000 5,000 - 5,000 - - - - - 5,000 - 5,000 4,000 - - 10,000 5,000 8,000 5,000 3,000 5,000 - 4,000 5,000 - - - - 7,700 - 206,000 |
(continued) 2024 £ 27,550 - 3,000 3,000 - - 3,000 - 3,000 3,000 4,000 3,000 3,000 - 4,600 - - 3,000 3,000 - - - - - - 3,000 - - 3,000 3,000 3,000 3,000 - 3,000 |
|---|---|---|
| 81,150 |
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
| 7. Grants payable Brought forward Project Colt Read Easy UK Refugee Support Devon Reminiscence Learning Rework Richard Dimbleby Cancer Fund RockSolid Dundee Saffron Sheffield Sal's Shoes Scottish Mentoring Network Second Chance Stroke Club Seeds4Success SELFA Skye & Lochalsh Citizens Advice Bureau Sports Driving Starter Packs Inverclyde Step By Step Sunderland and North Durham Royal Society for the Blind Support After Murder And Manslaughter (SAMM) Supporting Older People Talk ED (recently rebranded from Anorexia and Bulimia Care) The 3H Foundation The Armitage Foundation The BananaTrust The Bus Shelter Dorset The Community Hub The Cowshed The Encephalitis Society The Epiphany Trust The Recruitment Junction The Rock Currock Youth Project The Ryan MS Therapy Centre Carried forward |
2025 £ 206,000 - - - 4,000 - 4,000 - 4,000 - 3,000 4,000 - - - - - - 5,000 5,000 4,000 - 5,000 - - 4,000 5,000 - - - 10,000 - 3,000 266,000 |
(continued) 2024 £ 81,150 5,000 3,000 3,000 - 3,000 - 3,000 - 3,000 - - 3,000 3,000 3,000 3,000 3,000 3,000 - - - 3,000 - 3,000 3,000 - - 3,000 3,000 3,000 - 3,000 - |
|---|---|---|
| 140,150 |
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
| 7. Grants payable Brought forward The Scottish Pantry Network Time Out Group (North West) Together Collective Townsend Youth Partnership Trailblazers Mentoring Uist Community Riding School Uncle Paul's Chilli Charity Uniform Exchange Universal Ease to Redress Us in a Bus Vehicles for Change Veterans Outdoors Vision North Somerset Warming up the Homeless Wetherby in Support of the Elderly (WiSE) Working Actively To Change Hillfields WYCCP Resettlement Service Other Grants Below £3,000 |
2025 £ 266,000 - 5,000 - - 5,000 5,000 - 5,000 - 4,000 3,500 - 5,000 3,000 - 3,000 10,000 314,500 3,736 318,236 |
(continued) 2024 £ 140,150 4,000 - 3,000 3,000 - - 3,000 - 7,300 - - 3,000 - - 3,000 - - |
|---|---|---|
| 166,450 63,050 |
||
| 229,500 |
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
8. Related party transactions
At the year end there was a balance of £132,524 (2024: £876,088) owing to Stichting Anton Jurgens Fonds. The charity is an independent charity, based in the Netherlands, which has similar aims and some Trustees in common, but the two entities are managed wholly separately. Total amounts paid by the Stichting Anton Jurgens Fonds in the year were £22,386 (2024: £18,204) in relation to accountancy invoices, £550 (2024: £1,095) was in relation to London Committee members’ travel expenses and £318,500 (2024: £237,000) in relation to grants paid on behalf of the Trust.
During the year there was £23,583 gift in kind income and expenditure recognised in relation to the Stichting Anton Jurgens Fonds (2024: £23,583).
During the year there was a £1,085,000 donation received from Stichting Anton Jurgens Fonds (2024: £nil).
During the current and previous years there were no other transactions with any parties related to the charitable trust.
9. Capital and Reserves
| Current year At 5 April 2024 Income Expenditure Realised gains Unrealised (losses)/gains At 5 April 2025 Represented by: Investments Net current assets |
General Expendable fund endowment fund £ £ 1,161,810 7,827,851 1,391,843 - (410,570) - 30,914 208,293 (43,879) (295,642) 2,130,118 7,740,502 2,088,823 7,740,502 41,295 - 2,130,118 7,740,502 |
Total funds £ 8,989,661 1,391,843 (410,570) 239,207 (339,521) |
|---|---|---|
| 9,870,620 | ||
| 9,829,325 41,295 |
||
| 9,870,620 |
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
| Comparative year At 5 April 2023 Income Expenditure Realised gains Unrealised gains At 5 April 2024 Represented by: Investments Net current assets |
General Expendable fund endowment fund £ £ 1,158,963 7,604,926 287,184 - (318,310) - 787 5,161 33,186 217,764 1,161,810 7,827,851 1,150,107 7,827,851 11,703 - 1,161,810 7,827,851 |
Total funds £ 8,763,889 287,184 (318,310) 5,948 |
|---|---|---|
| 250,950 | ||
| 8,989,661 | ||
| 8,977,958 11,703 |
||
| 8,989,661 |
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Anton Jurgens Charitable Trust
Notes to the financial statements (continued) For the year ended 5 April 2025
| 10. Prior year SOFA Income from Investments Interest Donations Total income Expenditure on Raising funds Charitable activities Total expenditure Net expenditure before investment movement Net gains on investments Net income Net movement in funds Total funds brought forward Total funds carried forward |
General Expendable fund endowment fund £ £ 230,786 - 32,815 - 23,583 - 287,184 - 47,412 - 270,898 - 318,310 - (31,126) - 33,973 222,925 2,847 222,925 2,847 222,925 1,158,963 7,604,926 1,161,810 7,827,851 |
Total funds 2024 £ 230,786 32,815 23,583 |
|---|---|---|
| 287,184 | ||
| 47,412 270,898 |
||
| 318,310 | ||
| (31,126) 256,898 |
||
| 225,772 | ||
| 225,772 8,763,889 |
||
| 8,989,661 |
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