IEgSTERELI I)IA4fTY f4UPJbEA.. 27J921
34.35 Swvt
WII 7EJ

I to 3
7 to 10
li

The trustees ¥tho att abo dwettors of the charity for the of ihe Cthnpa￿es Art 2(￿. ye5ent thwr rekkirt with the
financial statements ol the charity lot ￿ ￿ar eTr*led 5th 202S. The trustee5 have •*)oed the pr¢M5W5 of and
ReportiN ￿ Chanties.. state￿nI of R￿0MmeThIe￿ Praoxe I￿31)1e to th¥ths IPer arcrArfS fft accard*r*e wlth the
Fin￿al Report¥4 siandard 3Ks*ablesh the UX and Rel￿1*￿af wel¥￿ IFRS 1021 lefferti¥p l jath￿ry 20191.
ObJEcfivES Aclli*iTIES
t￿ul11¥ rnedKal research reswth into 8efi4trK hcffjes for the f*lthS fty the relief ol the elderfy ènd
P¥blk bEnefft
The trustee5 have comp*d whth ts duty ￿ $17151 OwrtiES *£120111o rew4J tythe wblic bwefit pJt4s
the Charity Comms5W.
Grantm•
The trustee5 are ￿lded ty the Stt¥c<'5 *ry5hes and by thit ttThknstorthE ol ¥rt￿l she tMyJld ¥rtantedl4SJnt in Tesptsn￿ to
curt circum5tahces yxty DI so yeav5 later. Ac£ordi￿V thry preferto be PfoactNe chafw of I￿1r own clvJ*e. r3ther than
ieact to exter￿1 OF￿1£11￿* HistNtshfthEre has bEen to as>￿ thantses in the East area, *there the
Fourmler li¥ed. Extemal a￿41C81￿1￿5 are not •Koura8ed *d tD 5•¥e costs we not ¥kr¥ywle*ed onty succ*d¥l applicants are
the yea¢ the trustees made 8rants of £115.LKQ12024. t5￿￿7). £￿t$S lor ￿•r to
£61.46812024 excessof £57￿1).
The ffinanci41 POgtiDn of the Ourrty is crffi5*1tred utisfactrry. Tr Owriry £115,tXKS In in an exess of
eX￿r111tu￿ in£c¢ne for the 01£61.56B12024- £57.931 swplu5 Ot incrffie over elp￿￿1[lUreI. HowevEr. Wh￿ the r*t I
an In¥estmentS. fesulting from the derrease in of lthariws pmloho is there was an ¢)¥erall
decrease in the net assetsof £63.r*i12024- £1?4,828 irueasEI.
The lunds adrninistaed ￿ the Ch￿5 1rtv1￿rt remarnl SIt￿a¢￿V EI.164.593 12024.. £2.39Z.0721
Sho￿ DD the ba&nce sheet. The rJI￿￿e5. pdiry foi In¥estmert s of a balanttd return captal and income. R¥I￿ar
r￿5 are r*eNed frDffl Ihe M￿aBel5 an amual is W thwn or as considwed awowiote.
In¥e5tmeftt perfomartte Is JudEed o¥er the Iongef terffl ¥31rt$1 the rdf¢arrt berKtrrtr&& The tsltstres delwte the investment
manayment to Canacttro Genuity Wealth M*a4efflEnt and Saraw & Partrws LLP witliTh {tr￿n ￿fired paramEtEfs TIrt￿h are
The tru%tee5 review th¥r Strotew Plan petthcally as awxopriate. Curre•ity rathEr than W5￿￿J$Ur￿llty bn8er twmn¥
medK31 research pro￿$ thE trusttts are to ificorpyate a yeater e￿rnert of Ilexitslity trY5tees to
s*e'5 charity In the CrowtPYOU8harea
The Chanty wa5 i¥K¢ryrated on 23rd r*Cernt￿ 1976 as a (LYnP•lV bmited ty Guwantee .ThE Ch>ty 15 wned bv its
MemorandL¢m aNl*rtKte501 A5SthialhX arein siandard th¥itablEtsm.
The Charrty was founded ty ihe laie VTholEt Rthard5 ID I￿6 as a Chairtatae C(ffipany *so dLdy re£￿tered wth the Chanty
Crynmtssion. TheTru5t ctWLS￿ts ￿ett￿d lund he¢ regduJryestste addEd io the Trust w hEr dEath fft 19B2,
ctyrtbthel lotal of t443,LKQ. The thnpany's •nLI *nicbE5 of Aw(i*K)n art *n tr* Standa￿ Charr(￿￿￿ (orm. Th2
Charhty ha5 no perrnaDefit %nté lomial>*. IF* Chawity has mMbE yants ol £2,￿7,￿. The net asset5 a% at
b?￿nce theet date We￿ £1583.371 P024: £2.646,4331.

The Ourrt¥ls a traditional yart4NhJ"r¥tsustry*kna1￿ by • wThateindr￿l asan forhEr charitsble actrrfities.
15 rnana6ed 1$ S￿h tr< t￿ cuThtri tntstte5 opert adthtK￿5 to fts C•1￿ lalthLW any such art
welcome). kcordinth the PthTiS to maintain ￿ ca￿1 WKL¥ne ytar * ￿. irto rf rryyed .
pvhap5 malirf it ￿ in later yea￿. *.e. a ￿￿t(vOl￿￿￿ab1ffi.
tners. Akhou8h 5uth oursourtry i5not wekL¥hed b)the tharitat4Èsettor. thE trustees have consthedthe m•tterand do
tturtees are¥eerir4tGward5 a'total return" oeffinrt￿n 011rKty￿8v4dltibp lordsthtr¥Jbmwlule retarriryts CLW intart.
The Trusiees are takhl8 5try5 10 t*oaden rrustee base by re£Mtw¥ ¢th"ffereht representat￿5 to the
Tyusteo
REFEREPKE APa)*ThIIM15TrATIVE ￿TAIls
01292￿9 (Efftw￿d •nd wa￿$1
273928
clo WedL4ke Bell LLP
71 Qs%en VirtNia 5t
EC4V44Y
C Solic514y
Dr PJ Marrsort Methral F*xthoner
Msj Cirtts SDr￿t¢￿ larw.nted 516n0241
Sampson Fieklu4 Itd
34. 35 Oar8e5 SITeet
Mayfair
Lohdon
WU ?EJ
Wedlake Bell LLP
71 Q￿￿ Vxtryia5trEeL (ty￿L￿E(4¥ IAY

Sarasln •r#l Prn Lip
I￿St Paul'5 (knhvxd. Lryvkn¥ £C4M
R¢vA Oar*of 5cofjand
] F￿etstTeeL Lonth￿ EC4Y IBO
C Hth.

I report ta the thantytrustees oft my ofthe xcountsof (￿f￿￿theyeIr ernlEd SthAwN 2025.
As the £harity's twstee5 of thE Cornp￿ its (h"reaLWS for a¢ (￿p￿ry t￿) rew%ble for th
yeparation tsfthe xcounts In ac¢tydartewth the r¢qyKen*ntsoftr*Compawkt kt.
Ha￿￿8 sat*sf*d My￿1 ihat the accothts Cc¥npary are reqlwed to be WKler Part 16 of the and are
145 of tt* Charw Art 2011 1'tt* 2011 *rfl. In tmrt my I h•4t f¥*Jwed the the Charity
Comm&yon u*derkn￿ 145ISI Ibl ofthE 2011 •4L
re￿$were not kept ￿ rE5pettoft￿Cry•rrya5 rewrnd 386ofihe 21X6kt
theaccou•tsdo notaccord with iecord5." or
that1￿ we fa¥ view*hith cms*Jered a5Part ofan IrwJe￿Irt e￿i￿a￿On." or
Practice for OCCLXrtry aThl th*nl*s la¢w￿￿￿e to th#￿e$ sYewr¥ the"r ￿c￿nts in att(xthce wf¢h the
Fln•nu4 1lepLvtwy￿wNJIrdapPka￿￿E in treUK*hl ofirth IFRS 10211.
in thls rwrt In ordEr to tnat4e ¥ woper tsereld￿.
¥i.-Ya FC-. A
Sampw Ltd
34. 35 0arge5StfeEt
Mayfai
don
WlJ7
Oate..
Pale 4

y4ns
Sl4124
Totsl
fLmd5
93J20
RaWn8fvrkls
15.728
17.720
799
116A97
163.wl
174.828
TDtal lunds biou8ht ftyward
2.64&433
2.471,6C6
2584371
2.646,433

514n5
$14n4
Total
fund5
In¥Esrmtrts
2.264,$9J
2.392.072
Debtors
S,B74
170.044
147.959
6,326
S9.887
195.198
Cash at
J13.877
261,411
kn1ount5falllng¢**wrthkno￿
(s.￿)
17.C6DI
318.778
254,361
1581.371
1644433
2583.371
2.64&133
UNestrfcted furmts
2.W.371
2.646.433
TOTIL FIM)S
2.583,371
2.64&433
5th Awl 2025.
a¢¢tyda￿e With seCt￿n 476oftr*CThawAct 21K
The trustees ack￿￿￿￿d6e th•r re¥*)tytwkt￿lC
Art21Tha
ol eath finanC￿lI￿r ot its or tjeficit fw eath financial in ￿Cc￿&nCe *ith the reqywernents ol Sections
cornpaniesrryrne.
The st3ttrnerts weo 3Dproved bv the ol is*E
wcre Si£ned Dn lis beTralf by

ncial S
The financi315tatements ol tht charitsble whKh ￿ a t*nefft e￿it¥￿T￿l FPS 102. been ryepared in
accordarKewiththe chartt￿ SORP (FR5 I021'*U￿￿￿￿k* by Chxities.. St•iement of RetommendEd Pracite
e to £hariDes accoynts in xctydance wrth the FIr￿1￿la1 Repomng S￿￿Jard a￿liat￿e m the UK
of IFAS i￿} IdfectNE i Z0191', Aewlir4 %•wJ¥d 102 Tr Reponw*
aKfA￿atIO in tlr UK RepLth of Irel￿￿1. IPe Compar¢*s kt 2(Th. Tre fr￿￿￿•1 st•ements hkn* been
modthed ￿ the rv¥aluati￿ of cert*rba55Èt>
that the be re(¥vvJ •Ylthe amtyjntw bE measwed rÉlW.
liabihiies are as e¥ernJthweas s￿1 •5 tPere ￿ a or Crffisty￿ (*W £omnwthr* ￿ charrtyto that
exp•thur¢ rt is prc4)*de that a trarth of benefts be rEquifed in seitkneffl •mourt of thE
0i4ryatl￿ w bE fftaswed rethayy. ExpEnOrture ￿ actswnted fu M an ¥cc¥uas ba5t5 and has clasyfied ￿￿er
thry have **xated to IctFii1*5 on a ba5i5CWSis￿* *)ththe use ol resOUf¢
Tax•U
IPhTSTMElff WKiXIE
y4n5
y4124
88.￿1
4.359
79.623
9.107
93.220

Fir
th
4ns
514124
ppOrt￿Sts
15.72
13,079
5th Aw¥ 202
Llwkn¢thpyeartypJ5ttes wEn5•5wwwfted to£Y12024. £NIJ.
At 6th Wl 2024
2J92m
170,628
I2￿513)
ior
At 5thW 2025
2264.593
NETBOOKV*LUe
Al 5th ￿11 2015
2.264.593
Al 5thAs¥l 2024
1392.072
In 2024
Val4tlonln 2025
2x2.072
1127.4791
2.264.$9J
y4ns
y4n4
5,814
6326

y4n5
$14n4
170.044
59.187
y4r2S
$14n4
MO¥EwMfiN FUNJS
Al
5.4.25
At6.4.24
ith fuTh45
Capital fund
Incomefutsj
2.584.965
61.461
11.5941
161.4681
2513,371
2,64&433
1.513.371
163,(*21
1511371
ds
Cawtslfund
IrKome fv
11.5941
11.5941
161,4681
93220
I￿1.$￿1
93220
IiY.6W
11.5Y41
I63￿2}
TOTAL FU14DS
93.220
115941
1631621
At
5.4.24
Al 6.42)
in hJThts
ca￿ fund
IncomefvThJ
I529.$16
157,9311
I16￿97
57J31
1.646.433
1471.(I15
174,828
2,646.433
TOTALFUWOS
147L•fJ
174.8ZI
2.616,433
cwtinued...

G•thsar
Capital fund
116m7
1145,897
57,931
730
13Q7991
116.897
I71￿28
lJQ7991
116J97
174,811
At &&23
5.425
C*pi¢*
2.529,536
157.9311
115,303
13.5371
1614,839
161.4681
l47L&
IIL766
2,583,371
2.471.fjC6
IIL766
1583,371
Intome furwl
ity.Y)3
13.537)
I￿,950
IU5.487J
181.
1153D3
IIL.766
181.950
lJ85,4871
115.303
111.766
Ch*ity 15 the of the Mr. C A trwtet. 15 a partner in WEda*e Bdl LLP Tkn act a5
P*io

y4ns
$14n4
IncLwefrDm InvE5tmen15
8&861
4.359
79.623
9.107
93320
84730
Grarttsto Institutions
11S,LD)
lfi¥estmentmanyitnt costs
IX711
13,079
Is
li
s.ioj
Lepl fees
23345
12.709
154.
30,799
161.461
S7.931
11