Jo$¢ h NiekersoD Charitable Foundation T￿￿tee$, Annual Re ort for the Year Ended 30th A ril 2024 Details of the Charl The TnLStees of the Cl]arity are:. Lady Eugenie Nickerson Louise Josephine Baltesz Edward Robert Nickerson William Jefftey Emms The registered number of the Charity is 276429. The address of the Charity is:_ Villa Office Rothwell Market R&sen Lincolnshire LN7 6BJ Ob'ects of the Chati The income and capital of the Charity is held on trust for such charitable PUTposes, charitable institutions or charitable foundations Situated within the United Kingdom as the Tnjstees may determine from time to time. Review of the Charities Activities During the year ended 30 April 2024. the Charity incurred the following expenditure:_ Educational grants to young persons to assist in financtng further education 3,000.00 Donations to various local and n￿lO￿al Cl)aTitable purposes and institutions 15,500.00 Outings and activities for senior citizens and young persons of Rothwell Village 540.(X) Building overheads and repairs 44.002.00 Sundry expenditure/Mawement F 10.401.00 73,443.00 Signed on behalf of the Tn￿ee$. Trustee Dated: 25° O¢tobet 2024 25.10.241JNCFncf Joseph Nickerson Charitable Foundation Report and Finanaal Statements Year ended: 30 April 2024 Chartty no: 276429 Haln8s Watts Chartered Accountants Hanover House 117- 119 Cleethorpe Road Grimsby N E Lincolnshire DN313ET Contents Pages Legal and administrauve infomiation Report of the trustees 4-5 Examiners, Report Statement of financlal acttvities Balance Sheet Not8s fomiing part of the finanaal 8tstements 12 LEGAL AND ADMINISTRATIVE DEfAILS Trustees.. Lady Eugenie Nickerson Louise Josephine Baltesz Edward Robert Nickerson William Jeffrey Emms Registered Office.. Villa Office Rothwell Market Rasen Lincolnshire LN7 6BJ Examiners: Haines Watts, Chartered Accountants 117 - 119 Cleethorpe Road Grimsby, DN313 Bankers: Lloyds Mercer Row Louth Investment Managers: Cazenove Capital Management Limtted 12 Moorgate London EC2R 6DA JOSEPH NICKERSON CHARITABLE FOUNDATION YEAR ENDED 30 APRIL 2024 Report of the trustees for tho year ended 30 Aprll 2024 The trustees have pte8$ure in presenting their annual reFth and financial st8tsments of the charty. Reference and admlnlstratlva detalls of the charity. its trustees and advisers Refere￿e and administrative details are shown in the schedule on pag8 3 of the financial statements. The Trustees The trustees who served the charity during the year were as follows: Lady Eltgenie Nickerson Louise Josephine 8altesz Edward Robert Nickerson William Jeffrey Emms Structure The Joseph Nicketson Charitsble Foundation is an unincorporated cha¥rty govemed by 8 twst daed registered with the Charity Commiss￿. Objectlves and activltEgs The income and capital of the charity is held on trust for such charitable pUrpO￿S, charitable institutions or charttable foundations situated wtlhirh the Uniied lfjngdom as the Trustees may determine from time lo time and which are in accordance with the Charity's objectives as set out in the said trust deed. Achlevements and performanc8 The charity has continued to make various hjcal communty and educatk)n81 grants during the period. Finan¢lal review The charity is in a sound financial posttton with substantial res￿rceS which will extend the scope for donations in the future. Plans for future periods The charity will continue its charit2ble objecttves 8SSiSted by the increased resources at its disposal. Tru$teas' Respon$lbS1ities The trustees are responsible for preparing the TTUStees' Annual Report and tha flnan¢ial statements in accordance wth applicable law and unit￿ lQngdom Accounting Standards (Unrted Kingdom Generally Accepted Accounting Practice). The law applicable to charrthes in England & Wales wuires the trustees to prepare financial stslements for each financial year which give a true and fair view of the state of affairs of the tharity and of the incoming resources and application of resources of tha chaiity for thal peric%es. 12 Joseph Nickerson Charitable Foundation Report and Finanaal Statements Year ended: 30 April 2024 Chartty no: 276429 Haln8s Watts Chartered Accountants Hanover House 117- 119 Cleethorpe Road Grimsby N E Lincolnshire DN313ET Contents Pages Legal and administrauve infomiation Report of the trustees 4-5 Examiners, Report Statement of financlal acttvities Balance Sheet Not8s fomiing part of the finanaal 8tstements 12 LEGAL AND ADMINISTRATIVE DEfAILS Trustees.. Lady Eugenie Nickerson Louise Josephine Baltesz Edward Robert Nickerson William Jeffrey Emms Registered Office.. Villa Office Rothwell Market Rasen Lincolnshire LN7 6BJ Examiners: Haines Watts, Chartered Accountants 117 - 119 Cleethorpe Road Grimsby, DN313 Bankers: Lloyds Mercer Row Louth Investment Managers: Cazenove Capital Management Limtted 12 Moorgate London EC2R 6DA JOSEPH NICKERSON CHARITABLE FOUNDATION YEAR ENDED 30 APRIL 2024 Report of the trustees for tho year ended 30 Aprll 2024 The trustees have pte8$ure in presenting their annual reFth and financial st8tsments of the charty. Reference and admlnlstratlva detalls of the charity. its trustees and advisers Refere￿e and administrative details are shown in the schedule on pag8 3 of the financial statements. The Trustees The trustees who served the charity during the year were as follows: Lady Eltgenie Nickerson Louise Josephine 8altesz Edward Robert Nickerson William Jeffrey Emms Structure The Joseph Nicketson Charitsble Foundation is an unincorporated cha¥rty govemed by 8 twst daed registered with the Charity Commiss￿. Objectlves and activltEgs The income and capital of the charity is held on trust for such charitable pUrpO￿S, charitable institutions or charttable foundations situated wtlhirh the Uniied lfjngdom as the Trustees may determine from time lo time and which are in accordance with the Charity's objectives as set out in the said trust deed. Achlevements and performanc8 The charity has continued to make various hjcal communty and educatk)n81 grants during the period. Finan¢lal review The charity is in a sound financial posttton with substantial res￿rceS which will extend the scope for donations in the future. Plans for future periods The charity will continue its charit2ble objecttves 8SSiSted by the increased resources at its disposal. Tru$teas' Respon$lbS1ities The trustees are responsible for preparing the TTUStees' Annual Report and tha flnan¢ial statements in accordance wth applicable law and unit￿ lQngdom Accounting Standards (Unrted Kingdom Generally Accepted Accounting Practice). The law applicable to charrthes in England & Wales wuires the trustees to prepare financial stslements for each financial year which give a true and fair view of the state of affairs of the tharity and of the incoming resources and application of resources of tha chaiity for thal peric%es. 12