||**Annual Report for 2025**|**Annual Report for 2025**|
|---|---|---|
|Trust Name:|**MENDLESHAM EDUCATION FOUNDATION**||
|Charity Commission<br>No.|271762||
|Clerk to the Trustees|Mr. Mike Favager,<br>2 The Old Orchard,<br>Front Street,<br>Mendlesham,<br>STOWMARKET, Suffolk.  IP14 5TY||
|Trustees for 2025|Mr. D. Nunn<br>(Chairman)|Nominative appointed<br>by Mendlesham Parish<br>Council|
||Rev. P. T. Gray (V.Chairman)|Ex Officio|
||Mr. R. M. Fenning|Nominative appointed<br>by Mendlesham Parish<br>Council|
||Mrs H. Orton|Nominative appointed<br>by Mendlesham Parish<br>Council|
||Mrs L Daniels|Co-optative.|
||Mrs S Evans|Co-optative.|



1 of  3 



||Mrs S. Carter|Co-optative.|
|---|---|---|
||Mr S Crooks|Co-optative.|
||Mr M Brennan|Co-optative.|
||The Trust is administered by the appointed Trustees.<br>The Trustees give their time voluntarily; the clerk is<br>given an annual allowance.||
|Terms of Office|The terms of office for our Trustees is set out in the<br>Charity Commission Scheme dated<br>26thSeptember, 1983.||
|Assets|The Charity owns several parcels of land (37.448<br>acres) currently rented to Messrs H. E. Knock and<br>Son, Juby Bros. and  new tenant Mr C. Lambert<br>Old School House – Tenant Mrs. D. Lambert.<br>The Old School Room – Hired out as a meeting room.<br>The trustees wish to thank Mrs. Daphne Lambert for<br>her many years of looking after and managing the<br>bookings for the Old School Room, Mrs Lambert has<br>now retired from that role and was presented a<br>certificate of thanks from the Trustees. The<br>management and booking of the OSR is now<br>completed online.||



2 of  3 



|Performance in 2025|During the year educational grants totalling<br>£16,070.00 have been distributed to 27 students. A<br>further £13,470.00 in grants were made to village<br>youth organisations and Mendlesham Primary School.<br>The trust maintains a pledge of £6000 towards the<br>new Scout Headquarters building to be sited at<br>Mendlesham Green.<br>Four meetings were held during the year in the Old<br>School Room, The trust maintains its registration for<br>Data Protection with the ICO.|
|---|---|
|Investments|The Foundation continues to have its portfolio<br>managed by Kingsfleet Wealth. The portfolio of<br>investments remains with 7IM. Part of the portfolio is<br>invested for growth and the dividends on the<br>remainder are paid monthly as income to support the<br>grants made for education and village youth<br>organisations. The portfolio valuation at the end of<br>2025 has shown an increase in value throughout the<br>period.|
|Maintenance of Assets|The Old School Room was partially redecorated (Main<br>Room and Kitchen). With new blinds fitted in the larger<br>room. A wall heater was replaced and a new hot water<br>heater in the kitchen was installed. A smart electric<br>meter was also fitted during the early part of the year.|
|Financial Reviews|The financial advisor, Mr. Colin Low of Kingsfleet<br>Wealth Management, delivered a financial update<br>during the period.|



3 of  3 



||||**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|||
|---|---|---|---|---|---|---|---|---|---|
||||**Account for year ended**||**31st December, 2025**|||||
|||||||||||
|||||||||||
|**2025**|**Income for 2025 TSB BIA and Club Accounts**|**Record**||**£**||**2025**|**Expense for 2025**|**Record**|**£**|
|||||||Jan|Student Grants - Winter|Chq|5,475.00|
|Jan|7IM Distribution|Direct Credit||<br>695.85||Apr|Student Grants - Summer||5,475.00|
|Feb|7IM Distribution|Direct Credit||<br>1,973.98||Oct|Student Grants - Autumn||5,120.00|
|Mar|7IM Distribution|Direct Credit||<br>4,933.82||18/2/25|Grant from 2024 late present|1146|110.00|
|Apr|7IM Distribution|Direct Credit||<br>1,858.74||16 Jan|DaisyComms Broadband|DD|34.74|
|May|7IM Distribution|Direct Credit||<br>327.41||17 Feb|DaisyComms Broadband|DD|34.74|
|Jun|7IM Distribution|Direct Credit||<br>6,403.67||17 Mar|DaisyComms Broadband|DD|34.74|
|Jul|7IM Distribution|Direct Credit||<br>1,852.67||14 Apr|DaisyComms Broadband|DD|37.14|
|Aug|7IM Distribution|Direct Credit||<br>1,469.72||16 May|DaisyComms Broadband|DD|37.14|
|Sep|7IM Distribution|Direct Credit||<br>6,323.13||16 Jun|DaisyComms Broadband|DD|37.14|
|Oct|7IM Distribution|Direct Credit||<br>1,537.50||14 Jul|DaisyComms Broadband|DD|37.14|
|Nov|7IM Distribution|Direct Credit||<br>323.55||15 Aug|DaisyComms Broadband|DD|37.14|
|Dec|7IM Distribution|Direct Credit||<br>3,813.09||15 Sep|DaisyComms Broadband|DD|37.14|
|Jan|TSB Business Instant Access|Credit Interest||<br>29.12||17 Oct|DaisyComms Broadband|DD|37.14|
|Feb|TSB Business Instant Access|Credit Interest||<br>30.04||17 Nov|DaisyComms Broadband|DD|37.14|
|Mar|TSB Business Instant Access|Credit Interest||<br>27.17||16 Dec|DaisyComms Broadband|DD|37.14|
|Apr|TSB Business Instant Access|Credit Interest||<br>30.11||Jan & Feb 25|OSR BT -|DD|125.24|
|May|TSB Business Instant Access|Credit Interest||<br>29.18||17 Jan|Everflow Water bill|DD|14.82|
|Jun|TSB Business Instant Access|Credit Interest||<br>30.64||17 Feb|Everflow Water bill|DD|27.43|
|Jul|TSB Business Instant Access|Credit Interest||<br>29.85||17 Mar|Everflow Water bill|DD|24.20|
|Aug|TSB Business Instant Access|Credit Interest||<br>31.15||17 Apr|Everflow Water bill|DD|69.29|
|Sep|TSB Business Instant Access|Credit Interest||<br>31.33||19 May|Everflow Water bill|DD|3.90|
|Oct|TSB Business Instant Access|Credit Interest||<br>30.50||17 Jun|Everflow Water bill|DD|4.31|
|Nov|TSB Business Instant Access|Credit Interest||<br>32.89||18 Jul|Everflow Water bill|DD|330.03|
|Dec|TSB Business Instant Access|Credit Interest||<br>31.87||||||
|17/1/25|Old School House rent to Dec 24|500006||<br>819.32||22/01/25|EON Electricity|DD|326.61|
|06/05/25|Old School House rent to Mar 25|500010||<br>819.32||22/04/25|EON Electricity|DD|648.27|
|02/08/24|Old School House rent to Jun 25|500013||<br>819.32||17/07/25|EON Electricity|DD|182.34|
|28/10/24|Old School House rent to Sept 25|500028||<br>819.32||17/10/25|EON Electricity|DD|123.90|
|15/01/25|Old School House rent to Dec 25|500034||<br>819.32||||DD||
|09/10/25|Land Rent JubyBrother|Direct Credit||<br>950.00||04/02/25|OSR CleaningJanuary|1192|82.50|
|9/1/25|Mendlesham Parish Council OSR Hire|BACS||<br>225.00||28/02/25|OSR CleaningFebruary|1193|105.00|
|10/05/25|Mendlesham Parish Council OSR Hire|BACS||<br>160.00||02/04/25|OSR CleaningMarch|1196|97.50|
|22/05/25|Mendlesham CommunityCharityOSR Hire|BACS||<br>330.00||02/05/25|OSR CleaningApril|1200|67.50|
|20/07/25|Mendlesham CommunityCharityOSR Hire|BACS||<br>275.00||17/07/25|OSR CleaningMay|1227|75.00|
|25/07/25|Foresters OSR Hire|BACS||<br>45.00||18/07/25|OSR CleaningJune|1226|82.50|
|18/09/25|St Mary’s PCC OSR hire|BACS||<br>60.00||12/08/25|OSR CleaningJuly|1230|75.00|
|29/09/25|Mendlesham Football Club OSR Hire|BACS||<br>30.00||09/09/25|OSR CleaningAugust|1233|105.00|
|02/10/25|Mendlesham Parish Council OSR Hire|BACS||<br>120.00||14/10/25|OSR CleaningSeptember|1236|97.50|
|17/10/25|Mendlesham CommunityCharityOSR Hire|BACS||<br>15.00||01/11/25|OSR CleaningOctober|1257|127.50|
|02/01/25|Mendlesham Computer Club OSR Hire(2024)|BACS||<br>425.00||02/12/25|OSR CleaningNovember|1272|112.50|
|07/01/25|Foresters OSR Hire(2024)|500004||<br>30.00||16/12/25|OSR CleaningDecember|1276|90.00|
|16/1/25|OSR Hire(Cash 2024)|500005||<br>320.00||||||
|22/1/25|RSPCA OSR Hire(2024)|BACS||<br>20.00||03/03/25|Guides Welfare Support(memberships)|1194|130.00|



1 



|24/01/25|WI OSR Hire(2024)|500007|<br>80.00||19/03/25|Mendlesham PrimarySchool|1195|5,000.00|
|---|---|---|---|---|---|---|---|---|
|03/02/25|Mendlesham CommunityCafe OSR Hire|BACS|<br>40.00||||||
|05/02/25|St Mary’s PCC OSR hire|BACS|<br>20.00||01/04/25|OSR CleaningMaterials, First Aid kit|1197|140.44|
|05/02/25|St Mary’s PCC OSR hire|BACS|<br>40.00||15/04/25|OSR Paint Wickes|1198|85.50|
|03/03/25|Forrester’s OSR Hire(2024)|BACS|<br>40.00||15/04/25|OSR Flameskill|1199|60.60|
|03/03/25|Mendlesham CommunityCafe OSR Hire|BACS|<br>40.00||17/07/25|OSR PRS|1227|162.00|
|11/03/25|Mendlesham Scouts OSR Hire(2024)|BACS|<br>20.00||20/7/25|OSR Lock and Hallbooking.com|1229|280.23|
|24/03/25|Mid Suffolk Payment OSR Hire(Julie)|BACS|<br>570.00||||||
|02/04/25|OSR Hire Cash Payment|500009|<br>285.00||08/08/25|OSR Jack Wate Decorating|1231|1,020.00|
|07/04/25|Mendlesham CommunityCafe OSR Hire|BACS|<br>40.00||08/08/25|OSR Blinds|1232|308.14|
|10/04/25|Mendlesham Computer Club OSR Hire|BACS|<br>220.00||08/09/25|OSR NFU Mutual|1235|1,857.46|
|10/04/25|St Mary’s PCC OSR hire|BACS|<br>20.00||29/10/25|OSR Water Heater and Fittings Screwfix|1255|149.07|
|06/05/25|OSR Hire Cheques(Hist, URC,Forr, WI)|500010|<br>400.00||25/11/25|OSR CleaningMaterials|1271|124.49|
|08/05/25|Mendlesham CommunityCafe OSR Hire|BACS|<br>40.00||10/2/25|BookingClerk Payment for 2024|1166|120.00|
|30/06/25|Brownies and Parish PartyOSR Hire|500011|<br>200.00||06/01/25|Scouts 2024|1162|1,400.00|
|15/07/25|Mendlesham CommunityCafe OSR Hire|BACS|<br>40.00||15/07/25|Brown and Co Land|1225|2,700.00|
|22/07/25|OSR Hire Cash|500012|<br>165.00||17/07/25|GippingPress Flyer|1228|64.00|
|04/08/25|Mendlesham CommunityCafe OSR Hire|BACS|<br>40.00||08/09/25|Lovewell Blake|1234|1,500.00|
|08/08/25|Cameron Lambert Land Rent|BACS|<br>601.25||07/11/25|Guides and Brownies|1259|740.00|
|02/09/25|Mendlesham Computer Club OSR Hire|BACS|<br>45.00||09/12/25|Mendlesham School|1273|11,200.00|
|05/09/25|Mendlesham Parish Council OSR Hire|BACS|<br>15.00||15/12/25|Clerks Allowance|1275|1,858.00|
|08/09/25|HistoryGroup OSR Hire|BACS|<br>30.00||18/03/25|ICO GDPR|DD|47.00|
|09/09/25|Mendlesham CommunityCafe OSR Hire|BACS|<br>40.00||||||
|10/09/25|URC OSR Hire|500014|<br>225.00||||||
|11/09/25|WI OSR Hire|500015|<br>105.00||||||
|19/9/25|Over 60, Brownies and Guides OSR Hire|500026|<br>255.00||||||
|30/9/25|RotaryDistrict 1080 OSR Hire|BACS|<br>25.00||||||
|1/10/25|Mendlesham Computer Club OSR Hire|BACS|<br>45.00||||||
|2/10/25|URC and WI OSR Hire|500027|<br>90.00||||||
|2/10/25|Mendlesham Parish Council OSR Hire|BACS|<br>15.00||||||
|2/10/25|E Heaton OSR Hire|BACS|<br>30.00||||||
|13/10/25|Faliveno OSR Hire|BACS|<br>30.00||||||
|15/10/25|St Mary’s PCC OSR hire|BACS|<br>15.00||||||
|17/10/25|Foresters OSR Hire|BACS|<br>15.00||||||
|20/10/25|Mendlesham CommunityCharityOSR Hire|BACS|<br>285.00||||||
|24/10/25|Art and HistoryOSR Hire|BACS|<br>35.00||||||
|28/10/25|RotaryDistrict 1080 OSR Hire|BACS|<br>20.00||||||
|30/10/25|Land Rent: H. E. Knock & Sons|500029|<br>1,660.00||||||
|3/11/25|Mendlesham Computer Club OSR Hire|BACS|<br>60.00||||||
|3/11/25|Mendlesham CommunityCharityOSR Hire|BACS|<br>180.00||||||
|5/11/25|E Heaton OSR Hire|BACS|<br>20.00||||||
|7/11/25|WI OSR Hire|500030|<br>30.00||||||
|13/11/25|Mendlesham Parish Council OSR Hire|BACS|<br>62.00||||||
|13/11/25|URC OSR Hire|500031|<br>125.00||||||
|14/11/25|WI OSR Hire|500032|<br>60.00||||||
|20/11/25|Mendlesham Scouts OSR Hire|BACS|<br>20.00||||||
|26/11/25|Forrester’s OSR Hire|BACS|<br>40.00||||||
|26/11/25|E Heaton OSR Hire|BACS|<br>60.00||||||
|26/11/25|Pratt J OSR Hire|BACS|<br>30.00||||||



2 



|26/11/25|Mendlesham Computer Club OSR Hire|BACS|<br>120.00||||||
|---|---|---|---|---|---|---|---|---|
|27/11/25|HistoryGroup OSR Hire|BACS|<br>40.00||||||
|30/11/25|Pratt J OSR  CleaningFine|BACS|<br>10.00||||||
|2/12/25|Lawston OSR Hire|BACS|<br>20.00||||||
|5/12/25|Forrester’s OSR Hire|BACS|<br>40.00||||||
|5/12/25|Mendlesham Parish Council OSR Hire|BACS|<br>80.00||||||
|7/12/25|Mendlesham CommunityCharityOSR Hire|BACS|<br>50.00||||||
|8/12/25|St Mary’s PCC OSR hire|BACS|<br>20.00||||||
|15/12/25|WI OSR Hire|500033|<br>80.00||||||
|18/12/25|URC OSR Hire|500034|<br>180.00||||||
|23/12/25|Mendlesham CommunityCharityOSR Hire|BACS|<br>270.00||||||
|30/12/25|Guides and Brownies OSR Hire|500035|<br>255.00||||||
|31/12/25|RotaryDistrict 1080 OSR Hire|BACS|<br>35.00||||||
||||||||||
||**Total Income 2025**||**£**<br>**46,746.83**|||**Total Expense 2025**||**£**<br>**48,563.25**|
|01/01/25|TSB BIA Balance Brought Forward||**£**<br>**23,482.28**||31/12/25|TSB Business Instant Access Acc. Balance||**£**<br>**26,056.13**|
|01/01/25|TSB CLUB Balance Brought Forward||**£**<br>**17,850.88**||31/12/25|TSB Club, Charityand Trust Account Balance||**£**<br>**13,460.61**|
|||**Total **|**£ 88,079.99**|||**Total**||**£ 88,079.99**|
||||||||||
||||||||||
||**COIF Charities Deposit Fund 2025**||||||||
|01/01/25|Brought forward||**19,357.77**||**Summary of Education Foundation Valuation 31**||**December**|**2025**|
|31/03/25|Deposited||217.29||||||
|30/06/25|Deposited||212.90||31/12/25|TSB Business Instant Access Acc. Balance||**£**<br>**26,056.13**|
|30/09/25|Deposited||203.26||31/12/25|TSB Club, Charityand Trust Account Balance||**£**<br>**13,460.61**|
|31/12/25|Deposited||193.87||31/12/25|COIF Charities Deposit Fund||**£**<br>**20,185.09**|
||Total 2025 from COIF||**£**<br>**20,185.09**||31/12/25|COIF Charities Short Duration Bond Fund||**£**<br>**36,678.23**|
||||||31/12/25|7IM Portfolio Valuation||**£ 880,089.60**|
||**COIF Charities Short Duration Bond Fund 2025**||||||||
||Accumulation Units:  Total holding3609.60||||||||
|Jan. 1st 2025|Valuation Brought Forward||**£**<br>**34,630.14**||**31/12/2025 **|**Net Education Foundation Value 2025**||**£976,469.66**|
|Dec 31st 202|Valuation Carried Forward||**£**<br>**36,678.23**||||||
||Net Increase in value for 2025||**£**<br>**2,048.09**||||||
||||||||||
|**Investments**|||||||||
||**Kingsfleet Wealth**||||||||
|01/01/25|7IM Total Portfolio Valuation:||**£ 823,934.68**||||||
|31/12/25|7IM Total Portfolio Valuation:||**£ 880,089.60**||||||
||Netgain on investments for 2025||**£**<br>**56,154.92**||||||
||||||||||



3 



|Table 1|Table 1|Table 1|Table 1|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|**Mendlesham Educational Foundation**|||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||~~**Draft Account Summa**~~||~~**ry for year ended 31**~~|||~~**s**~~**t December, 2025**||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|**2025**|**Incom**|**e for 2025**|||**Record**||**£**||**20**|**25**|**Expense for 2025**|**Record**|**£**|
||||||||||~~2025~~||Student Grants(3 Terms)||16,180.00|
|Jan-Dec 25|7IM Di|stribution For 2025|||Direct Credit||31,513.13||Jan-D|ec 25|OSR Broadband||563.72|
|||||||||||||||
|Jan - Dec 25|TSB In|terest for 2025|||||363.85||Jan - D|ec 25|OSR WATER Bills||473.98|
|~~Jan - Dec 25 ~~|~~OSH R~~|~~ent~~|||||~~4,096.60~~||~~Jan - D~~|~~e~~c 25|OSR Electric||1,281.12|
|~~Jan - Dec 25~~|~~Income~~|~~from Land~~|||||~~3211.25~~||~~Jan - D~~|~~e~~c 25|OSR Repairs||1,903.54|
||||||||~~,~~|||||||
|Jan - Dec 25|OSR H|ire Income|||||7,562.00||Jan - D|ec 25|OSR Cleaning||1,382.43|
||||||||||01/07/2|5|OSR PPL PRS renewal||162.00|
||||||||||~~02/09/2~~|~~5~~|OSR NFU Mutual||1,857.46|
|||||||||||||||
||||||||||||Brown and Co Land Tenancy||2,700.00|
||||||||||Jan - D|ec 25|Grants Village Groups||18,470.00|
||||||||||~~30/12/2~~|~~5~~|OSR BookingClerk Allowance 2025||120.00|
|||||||||||||||
||||||||||22/08/2|5|GippingPress A5 Flyers(740)||64.00|
||||||||||18/03/25||I.C.O. Fee||47.00|
||||||||||06/04/25||Lovewell Blake 2025 Accounts||1,500.00|
||||||||||18/12/25||Clerks Allowance||1,858.00|
||**Total Income 2025**|||||**£**<br>**46,746.83**|||||**Total Expense 2025**||**£**<br>**48,563.25**|
|Jan. 1st|TSB Cash Balance Brought Forward From 2025|||||**£**<br>**41,333.16**|||31/12/25||TSB Business Instant Access Acc. Balance||**£**<br>**26,056.13**|
||||||||||31/12/25||TSB Club, Charityand Trust Account Balance||**£**<br>**13,460.61**|
||||||**Total **|**£**<br>**88,079.99**||||||Total|**£**<br>**88,079.99**|
|||||||||||||||
|||||||||||||||
|||||||||||||||
|**COIF Charities Deposit Fund 2025**||||||||||||||
|01/01/25|Brought forward|||||**19,357.77**|||**Summary of Education Foundation Valuation 31**|||**December**|**2025**|
|31/03/25|Deposited|||||217.29||||||||
|30/06/25|Deposited|||||212.90|||31/12/25||TSB Business Instant Access Acc. Balance||**£**<br>**26,056.13**|
|30/09/25|Deposited|||||203.26|||31/12/25||TSB Club, Charityand Trust Account Balance||**£**<br>**13,460.61**|
|31/12/25|Deposited|||||193.87|||31/12/25||COIF Charities Deposit Fund||**£**<br>**20,185.09**|
||Total 2025 from COIF|||||**£**<br>**20,185.09**|||31/12/25||COIF Charities Short Duration Bond Fund||**£**<br>**36,678.23**|
||||||||||31/12/25||7IM Portfolio Valuation||**£ 880,089.60**|
|**COIF Charities Short Duration Bond Fund 2025**||||||||||||||
||Accumulation Units:  Total holding3609.60|||||||||||||
|Jan. 1st 2025|Valuation Brought Forward|||||**£**<br>**34,630.14**|||**31/12/2025**||**Net Education Foundation Value 2025**||**£976,469.66**|
|Dec 31st 202|Valuation Carried Forward|||||**£**<br>**36,678.23**||||||||
||Net Increase in value for 2025|||||**£**<br>**2,048.09**||||||||
|||||||||||||||
|**Investments**||||||||||||||
||**Kingsfleet Wealth**|||||||||||||
|01/01/25|7IM Total Portfolio Valuation:|||||**£ 823,934.68**||||||||
|31/12/25|7IM Total Portfolio Valuation:|||||**£ 880,089.60**||||||||
||Netgain on investments for 2025|||||**£**<br>**56,154.92**||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||



1 



CHARITY REGISTRATION NUMBER: 271762
Mendlesham Educational Foundation
Unaudited independently examined financial
statements
31 December 2025

Mendlesham Educational Foundation
Flnancial statements
Year ended 31 December 2025
Page
Trustee's annual report
Independént examinerfs rèport lo the trust¢e
statement of finan¢i81 activit¢es
Balance sheet
Notes to the finantyal st*¢menls

Mendlesham Educational Foundation
Trustee's annual report
Year ended 31 December 2025
The trustees present their roport and thg unauditsd financial statements of thè charity for the year ended
31 December 2025.
Thè financial statam8nt8 have been prePa￿d in accordan¢¢ wtlh Ihe acwunting poli￿eS set out in notes to
the accounts and comply with the charty's goveming document, tho Charibes Act 2011 and Accounting and
Reporting by Charities.. Staternent ol Recommended Practice applicable to charities preparing their
accounts in accordance with the Financial R&porting Stsndard applicablo in th¢ UK and Republic of Irfyland
published in October 2019.
Roferonce and admlnlstrative dgtall$
Reglstered charity nam
Mendlesham Education81 Foundation
Charity Tggistration number
271762
Principal offl
2 The Old Or¢hard
Front Street
Mendlesham
Stowmarket
Sufftjlk
IP24 STY
The trustees
The truste&s who served during the year and at the datè of approval were as tollows..
NomlnatSve appointed by
Alendlesham Parish Council
D Nunn Ichairl
R Fenning
H Orton
Nomlnatlve appointèd by
S Evans
CaQptstiv0
M Brennan
S Carter
S CriK)ks
L Daniels
Ex Officio
Rev P Gray (Vice Chairl
Clerk to the Trust
M Favager

Mendlesham Educational Foundation
Trustee's annual report (contlnugd)
Year ended 31 December 2025
Flnanclal advisor
Kingfleet Wealth Management
Claydon Court
Old Ipswich Road
Claydon
Ipswich
IP8 OAE
Ind•pendent examÈner
A Robinson 8FP FCA DChA
Lovewell Blake LLP
Charter¢d accountants
First Floor Suite
2 Hillside Business Parf(
Bury St Edtnunds
IP32 7EA
Bankers
TSB
7 Market Street
Stowmarket
IP14 1DY

Mendlesham Educational Foundation
Trustee's annual report (¢onllnued)
Year ended 31 December 2025
Obj•¢tlv¢$ and activitie8
Incomg from tho Twst assets is used to benefit studonls under the age of 25 years of age in need of
financial assistance for educational needs. The ¢harity is ft)I the benefit ol Mendlesham residents only.
Grants are rnade at the discretion of the Twstees and are subject to the financial position of tho Trust. The
Trustees endeavour to maintsin sufficient funds to enable th¢ work ofthe Trust to conb.nue in perpetuity.
Public benefit reportlng
In shaping our objgcb.ves for the year and planning our activities. thè Trijstees have cx)nsidered the Charity
Commissions guidance on public benefrt when setting th8 obj8ctiVo$ for the year.
The Trustees confim) that they have complied wrth the duty in section 4 of the Charities Act 2011.
Achl•vèm•nts and perfomiance
During the year educational grants tDtslling £16,180 {2024.' £15,910) have bB8n dÉstribuled lo 27 students.
A further £17,070 12024.. £5,218) in grants We￿ made to village youth organi581ions and Mendleshatn
Primary School. The trltsl maintains a pledge of £6.000 towards the new Scout Headquarters building to be
sited at Mendlesham Green.
Four meeungs were held during the year in the Old School Room.
T[￿ trust maintains ts registration for Data Protection with thè ICO.
Investments polbcy
The Foundation continues lo have its portf(Aio rvanaged by Kingsfleet Wealth. Tha portfolio of investments
remains with 71M. Part of the portfolio is tnv8sled for growth and the dividends on tr)è rèmainder are paid
monthly as income to support the grants made for education and village youth organisalions. The portfoEIo
valtsation at the end Df 2025 h89 shown an increase in volue thrciughoth Ihe period.
Maintenance of Ass¢ts
The Old School R(M)m was partially redecorated IMAin Room and lQtchenl. With new blinds fittgd in the
larger rixjm. A wall h8aler was replaced and a new hot wèlèr hè#ter in the kitchen was installed. A Srnart
eltictri¢ meter was also fitted durin9 the oarly part of the year.
Fknanclal reviow
Thtr charity has income this year of £45.65612024= £S2,6381 ¢re#ling a nel income of £57.172 {2024.' net
incoThe £33,283). Gains on investments 8mountèd to £58,20312024= gains on inv¢slrnpnts £19,030) and
c105ing fvnds of the charity have increaseil to 8 balance of £975,096 compared to £917,924 in the previous
year.
The financial 8dvisDr, Mr. Colin Low of Kingsfl88t Wèalth M8nagem8nt. del*vered a financlal up¢Jaté dLfrring
the period.
R¢$orves policy
The Trustees have establlshed a poliey whereby Ihe unrestricted furads not comrnitted or invested in
tangible fixed assets I'the free reserves") held by the charty should be 34 months ol the resources
expended whi¢h would oquale lo £13,33912024.' £10,967) basèd on current levels ol actsvity. Al this lgvel.
thè Tmstees feel that il would be able to continue activitlos of th8 charity in the event of a significant drop in
ineomè. Additionally, a level of investment is ￿aintsi￿¢￿ lo g8n8rdle income to to sal8guard grant making in
future periods. At present the total restsrves l&ss investments are £58,328 12024: £59,3591- The Tfustees
plan to expend the excess funds.

Mendlesham Educational Foundation
Trustee's annual report (¢ontlntMd3
Year ended 31 December 2025
Plans for fvture porlods
The Trustees plan to continue to grow Ihe charity, with 8n aim to inC￿aSe inveslrnenl income in future years
to safeguard future grants.
Strurturg, go¥emance and management
Mendlesham Education81 Foundation was established by the will of Hanry Jèssop in 1516. The Governing
documents are the Scheme of the 26th Sopttrmber 1983 and the Scheme of 4th July 1991. Tho terms of
office for Trustees are set out in the Charity Commissron Scheme dated 26th September 1983. The
Trustees arg ￿sponsible for making decisions on all matters of general eoncefn and importance, includiryJ
deciding on how tha fijnds arè lo be spent.
R•cruliment and appolntment of Trustees
New Trustees 8fe appointed from a recruitment and selection pro¢es$ to ènhance the skills and experfence
of the board as a wholp. Once appointed, Trustees are provided with all thè information required to assisi
them in perfoming their role as Trustees ¢overing all aspects of the organisat¢on.
Trustee indu¢tion and tralning
Following an induction by the ¢harity and on r8qu6sl Lovewell Blake LLP provides TnF$tees with tralning
regarding the rèsponsibilities of being a charty Trusteg. If Trusttrss request or require fvrther input then th8
¢harity would arrange for them to attend external trainillg as appropriate.
Risk management
The Trustees havo assessed the major risks to which the ¢harity is èxpos8d, and are satisfied that Systems
are in place to mitigate exposure to the major risks.
TN• and falr overrid•
The financi81 statèménts hava bèen p￿pared to give a °Irue and faiff view and have departed from the
Charities IAccotJnts anof Reports) Regulab"¢)ns 21J08 only Eo the exlenl required to providè a 'true and fair
view.. This departure has involved followng the Accounting and Reporting by Charitiès.. Statemènt of
Recommended Practice applicable in the UK and Republlc of Ireland issued in Octob8r 2019 rather than
the Accounting and R¢porbng by Charities.. Stalemenl of Recomfftend8d Practice from 1 April 2005 which
has Since been wthdF8Wn.
Ind•￿ndont •xamlner reappolntment
A ￿SolUtion to appoint A Robinson FCA of Lovewèll Blake LLP as independent examiner will proposed
Bt the next Annual General Meeting.
The I￿￿te8.$ annual report Was approved on
tnjslees by..
and signed on behalf of the board of
D Nunn
T￿￿tee
airl

Mendlesham Educational Foundation
Independent examiner's report to the trustee of Mendlesham Educational
Foundation
Year ended 31 December 2025
I report lo the charty tmstee on my examination ol the financial statements of the charity for tha ye8r ended
31 Decemb9r 2025 which Ctsmpllse the statemont of financial activili&s. balance sheèt and the related
notès.
R¢$ponsibilitie¥ and basis of report
As the charity's tnjstee you are r8sponsible for the preparation of th¢ financial statements in accordance
with the reqbjirements of the Charities Act 2011 I'the A¢f}.
I r8port in respect of my examination of tho charity's financial statements Carr￿ out under sectlon 145 of
the Act and in carrying out my examination I have foU(Iwed all lh¢ applicable Directions given by Ihe Chaiity
Commission under section 14515llbl of the Act.
Ind•p•nd•nt ¢xamlneYs statement
I have completed my examinalK)n. I confirm that no material mattèrs have come lo my attention in
connection witt) the ¥xamination giving me cause to bolievè that in 8ny material respe¢L
accountitYJ records We￿ not kept in respect of the ¢harity as required by section 130 of the Act.
or
the financial slatements do not accord with those record$', or
the financial statetnefjts do not comply wth the applicablè réquirements concerning tho form and
content of accounts set out in the Charit*es (Accounts and Reportsl Regulations 2008 other than
any requirement that the accounts give a 'lrue and fairf view which is not a matter considefe<l a5
part of an independent èX8minatson.
I have no concems and have come across no other matters In connection with the examlnation lo which
attention should be drawn in this reptsrt in order lo enable a proper understanding of the accounts to be
raached.
Your attention is drawn to the fact that the Charity has preparèd the accounts (financial 5tstementsl in
accDrdancè with A¢¢ounting and Reporting by Charities.. Stslemenl of Recommended Practice applicablo to
charit18s preparing their accounts in accordan¢B with the Finaricial Reporting Standard applicable in tho UK
and Republic of Ireland IFRS 1021 in preference lo the Accounting and Reportin9 by Charities". Statomenl of
Recommended Prac*ce issued on 1 April 2005 which is referred to in the extant regulations btjt has since
been withdravm.
l und8rsl8nd that this has been done in order lor tho accounts to provide a tru6 and fair view in accordance
with the Generally Accepted A¢¢ounling Practtce effective for reportSng periods beginning on or after I
January 2015.
A Robinson BFP FCA DCI
Indopendent Examiner
Lovewell Blake LLP
Chartered accountants
First Floor Suit8
2 Hillstde Business Park
Bury St Edmunds
IP32 TEA
211011101

Mendlesham Educational Foundation
Statement of financial activitie5
Year ended 31 December 2025
2025
Unrestricted
funds Total funds
2024
Totsl funds
Note
Income and endowments
Oonations and legacies
Charitable activities
Investrngnt income
865
11,517
40,256
12,951
32,705
12,951
32.705
Total Incorne
45,656
45,656
52.638
Expenditur•
Charitable actimlies
46,687
46,687
38,385
Total expenditur
46.687
46,687
38,385
Net in¢omg and net movements in funds before gains
and losses on investments
11,0311
11,0311
14,253
Net gains on investments
58,203
58,203
19,030
Net ineomè and net movement In lunds
57,172
57,172
33,283
Reconclllation of funds
Totsl funds brought fo￿rd
Total funds earried forward
917,924
917,924
884,841
917.924
975,096
975,096
The statement of financial activities includes all gains and lossés rècognised in the y8ar.
l income and expenditurè derive from continuing athvities.
Thè notes on pages 8 to 13 forni part of thèse flnanclal statements.

Mendlesham Educational Foundation
Balance sheet
31 December 2025
2025
2024
Nots
Flxed assets
Investmgnts
13
916,768
858.565
Current assets
Debtors
Cash at bank and in hand
14
1.316
59,352
60,739
60.739
eo,668
Creditors: Amounts falllng duo within
one year
15
12.34Jl
11,3801
Net current assets
58,328
59,3S9
Total assets less current liabilitlg5
975,096
917.924
Nèt assets
975,096
917,924
Funds of thg ¢harity
Unrestricted funds
975.096
917,924
Total ¢harity funds
16
975.096
917,924
Th
181 statements were appioved by the board of trustees and 8uthorised for issue on
and are signed
n bèhalf of tho board by..
D Nunn Ichairl
Trustee
The notes on pag&$ 8 to 13 form part of th¢s¢ flnanclal statements.

Mendlesham Educational Foundation
Notes to the financial statements
Year ended 31 December 2025
General information
charity is a publi¢ bènefit entity and a registered charity in England and Wales and 18
unincorpor8tert. The address of tre prfnc5pal office is 2 Tho Old Orchard. Front Stregt, M¢ndlesham,
Stowmarket. Suffolk, IP14 STY.
stat¢m•nt of compliance
These financial stslements hava been prepared in oompliance with FRS102. The Financlal Reporting
Standard applicable in the UK and the Republic of Ireland,, the Statement of Recotvmended Practice,
applicable to charFties preparing their 8rcounts in accordanTr with the Financial Reporting Standard
applicable in the UK and Republic of Ireland IFRS 1021 (Charities SORP IFRS 10211. and tho
Chaiities Act 2011. The charity has applied Upd4t$d Bulletin l as published on February 2016.
Tho charity constitutes a public ben&fit entity as defined by FRS 102.
The financial statements have been Prepared to give a "true and fair view and have departsd from
Ihe Charitses IAccounts and Rèports) Regulations 2008 only to the extent ￿qUIr8d to provide a Iru
and fair view.. This departure has Involved following the Accounting and Reporting by Charities..
statement ol Recommended Piactice applicable in thg UK and Republic of Ireland issued in October
2019 r8thér than the Accounting and Reptsrting by Charities.. Statement of Recommended Pfactice
from 1 April 21Y)5 which has since been withdrawn.
Accounting pollcles
Basis of preparatlon
The financial slatements have been prepared on the histori¢al cost basis, a$ modified by the
revaluation ol c¢rtain financial assets measured at fair value through income or expendituro.
The financial statements are prepared in stefling, which is the functional currency of the entity.
Golng concom
The finan&al 5ts1ements have trjeen Prepared on a going concem basis as the Trustees believe that
no moterial uncertainties exist. The Tmstees have considere¢8 the level of funds héld 8t)d the expected
level of irkGome and expenditure for 12 months from aulhori$ing these financial statements. The
budgeted In￿Me and expenditu￿ is suffi¢i8nt with the level of r¢$èNés for the charity lo b8 able to
continue as a goang ¢oncèm.
Income tax
As an UnIn￿￿￿Tated charity. the activities are 8x8mpt from United Kingdorn Income and Corporation
t8X3t'on, provided that the income is applied to charitable purposes.
Fund ac¢ountin9
Unrestricted funds are maintained by thè charity as a general fvnd which represents fvnds which are
expended al the dls¢retton of the TrLEstees in furtherance ol the obj9Cts of the Charity.

Mendlesham Educational Foundation
Notes to the financial statements (collirnl￿é?
Year ended 31 December 2025
Accountlng ￿11¢1￿¥ (cgntlnuod)
Incom•
All income is included in the slatemtsnt of financial actvities when éntitlernent has passed to Ihe
charity, it is probablè that the economic benefits assooated with kne transaction will flow to the charity
and the amount Can be reliably measured. Thv following specific policies are appli¥d to partEcular
ategories of IncL￿e".
income from donations or grants is recognised when there Ss evidence of entitlement to the gifL
receipt is probablè and its amount can be Measu￿ ￿llabty-
- investment income consists of bank interest and amounts received from investment portfolios.
Eynditurg
Expenditure is recoonised on an 8c¢ruals basis as a liability is inEurrod. Expenditu￿ includes any VAT
which cannot b6 fully rècovered, and is classified under headings of the statement of fir)ancial
activitses to which h relalas..
expenditure on charitable èctivibos includes all costs incurred by a charity in undertaking a¢tivilies
that further its ch8ritablo aims for the benefil of its benBfici8Ties. including those support costs and
costs r¢lating to the govemance of charity apportioned to charitsble activitiès.
AJI costs are allocated to eX￿ndI￿re categories reflecting the use of the resource. Dire¢t costs
attributable to a singlè activity ar& allwaled directly to that activity. Shared costs are apprortioned
betsveen thè 8cb"vilies they contribute to on a reasonabl8, justifiable and consistènt basis.
Investments
Unlisted equlty inveslrnents are initially recorded at cost, and 8ubsequenlly measured at fair value. If
fair value Gannol be reliably measured, assets 8r8 measured at cost less impairrn9nt.
sled inve6tments are measured at f8ir value with changes In fair value being recognised in in¢orne
or expenditure.
Impairment of flx•d assets
A review for indicators of impairmeril is carried OLrt at each ￿porting date, with the rècoverable
amount beino Èsb"mated where such sndi¢ators exist. Wh8re the carrying valua gxceeds the
ieEuverable arnounl, the asset is impaired 8c¢ordingty. Prior impairments ar& also reviewed for
possible reven￿1 al each rewrting dats.
For the purposes of Impaimenl testing. when it is not PQssiblg to estirnale the recoverable aww)ount ol
an individual assét, an èstimate is made of the recoverable amount of the cash-gèn8rating unit to
which th& a55et belongs. The Cash-geneiating Unit is the stllall8St idontifiabl& group of asscts that
Includes the asset and generates cash inflows that largely indepèndent of the cash inflows from other
assets or grou￿ ofassets.
For impairrnent testing of goodwill, the g¢Jodwill acquired in a busintrss cofftbination is. from lh#
acquisition date, allocaleil to each of the cash%enerating units thttt are exp8cle(J to benefit from the
synergies ol the combination, irrespective ol whether other ass&ts or liabilities of the ¢harily are
assigned to thos& units.

Mendlesham Educational Foundation
Notes to the financial statements (GonOnv8d)
Year ended 31 December 2025
Accounting pollcles {wntlnuedJ
Flnanclal in$trum•nts
A financial assel or a financial li8bility is recognised only when the èntity becomes a party to tho
ntractual provisions of the instrument.
Basic finanual instruments ar¢ inilally recognised 31 the amount feceivgblè or payabb including any
related transaGtioft costs, unless thè arrangement cOF￿blU1es a financing transaction. where il ts
recognised * the present value of the ftjture payments discount8d at a mafket rato of interest for 8
similar debt instrument.
Cvrrenl assets and current liabilities are subsequentty measured at the cash or other consi(JeraU<)n
expected to be paid or ￿ceiVed and ntst discounted.
Dèbt instruments aTe subsequ¢nlly measured at amortised cost.
Oon¥tions and legacies
Unrestrlcted Total Funds Unrestricted Total Funds
Funds
2025
Funds
2024
Grants
Mid Suffolk Distrirt Council
Other grants
515
350
515
Charltable activiti•s
un￿$trict0d Total Funds Unrgstricted Totsl Funds
Funds
2025
Funds
2024
Rents received
12,951
12.951
11,517
11,517
Investment Income
Unrestricted Total Funds Unrestricted Total Funds
Funds
2025
FL¢nd
2024
Investment income
32,705
32.705
40,256
40,256
Expendltur¢ on charliable aettviti•$
A¢tivities
undertaken
directly
Total fvnd¥
2025
Total fund
2024
Grants
Support costs
Indepgndent examination fees
33.250
10.977
2,460
33,250
10.977
2.460
21,128
15,769
1.488
46,687
46,687
38.385
10

Mendlesham Educational Foundation
Notes to the financial statements i¢ontfnuedJ
Year ended 31 December 2025
Analysis of8upport costs
2025
2024
cl8r￿S salary
School room expenditure
Insurance eX￿n5￿
Professional fee5
1.858
5.878
541
2.700
1,890
fj2,075
1.804
10,977
15.769
Net galns on In¥•stments
Unrestricted Totsl Funds Unrestricted Totsl Funds
Funds
2025
Fund5
2024
G8in$ on investments
58,203
58,203
19,03
19,030
10. Staff costs
The averago head ￿￿nI of employees during the year vas Nil12024.' Nill.
No empluyee received benefÈts of fflore than £60,OOD during the ygar (2024.. £Nill.
Key managèmont personnel
Key managernent personnol Include all personnel that have the authority and responsibilty lor
planning, directing and controlling the activities of thè Charity. Total consldoralion paid to key
management personnel for 5eTvices provided to thè charity was £Nil12024= £Nill.
It. Tru$teo remuneratlon and oxp•ns•s
No Truslee receivèd rèmuneration in the current QT prior year, directly or indirèdy from the charity. No
expenses were reitnbursgd to the Trustees during the year12024.' £Nill.
12. Tangible fixed ass•ts
The following freehold properties were appropii8ted in 1983 and are held on trust by the nominated
individuals,
37.448 acres of land
Old School House, Mendlesham
The Old School Room. Mendlesham
No value has been attn"buted lo the freehold prop$￿"e$ in these accounts.
11

Mendlesham Educational Foundation
Noles to the financial $tstementS
Year ended 31 December 2025
13. Inyestmerts
Llsted
Investmènts
Cost or valuatio
At 1 January 2025
Additions
Fair value movements
858,S65
58.203
At 31 Dècember 2025
916,768
Carrylng amount
At 31 Dècem￿r 2025
916,768
At 31 Oecember 2024
858,565
All investments 5htswn 8bovg are held at valuation.
Financial assets held at fair valug
The lair value of listed securities is determined by reference to thé quoted price for thes8 assèts in an
active market at the b818nc& shèet date. Investments are shown at the fair value market rate.
14. Delrtors
2025
2024
P￿paymentS and accrued incorno
1,316
15. Creditor%= Amounts falling due within one year
2025
2024
Accruals and dèfeired income
2.340
1,380
16. Analysis of chaTitsbl* funds
Unr•strfctÈd funds
A11Jan
2025
Gains and At 31 Dec
Ilossesl
2025
Income Expenditur8
General fijnds
917,924
45,656
146,687)
58,203
975,096
At1Jan
2024
Gains and At 31 Dec
Ilossesl
2024
Incomg Expenditure
Generdl funds
884,641
52,638
138,385)
19.030
917,924
12

Mendlesham Educational Foundation
Notes to the financial stalements (¢onfinu#dJ
Year ended 31 December 2025
17. Analysi¥ of net assets b•twè8n funds
Year endod 31 D•¢ember 2025
Net currènt
assets
Investments
Total
General fijnds
916,768
58,328
975.096
Year gnded 31 December 2024
Net current
assets
Investments
Total
General tunds
858,565
59,359
917,924
16. Related parties
There werg no transactions with related partips during this or the prior y&ai.
13