From Period start date 6 April 2024 To Period end date 5 April 2025
Charity name: The J R Rudd Foundation
Charity registration number: 276514
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Use of income and investments to make annual donations to a variety of charities |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Annual donations to a variety of charities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to the guidance issued by the Charity Commission on public benefit in accordance with Section 17(5) of the Charities Act 2011. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
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Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Donations to various charities. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
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Financial Review
| Financial Review | ||
|---|---|---|
| financial position at the end of the period |
Para 1.21 | The charity's assets are held within two CAF accounts. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | As there is very little cost associated with the running of the J R Rudd Foundation and annual dividends are received on the charity's investment, the Trustees do not deem it necessary to have a specific policy on reserves. |
| Amount of reserves held | Para 1.22 | £718,603 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
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Additional information (optional)
You may choose to include further statements where relevant about:
sources of funds (including Para 1.47
any fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the principal Para 1.46
risks facing the charity
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sources of funds (including Para 1.47
any fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the principal Para 1.46
risks facing the charity
Other
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Structure, Governance and Management
| trusts: | ||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed dated 15 August 1978 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Originally appointed by Founder (John Rudd) and since his death, appointed by current trustees. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
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Charity name The J R Rudd Foundation
Other name the charity uses N/A
Registered charity number 276514
Boodle Hatfield LLP
240 Blackfriars Road
London
SE1 8NW
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Edward John Rudd
Richard Hugh
2
Rudd
Elizabeth Margaret
3
Rudd
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian Details of arrangements for safe custody and segregation of such assets assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser | ||
| Legal adviser |
Boodle Hatfield LLP | 240 Blackfriars Road London SE1 8NW |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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Declarations
Signed
Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
3537\1\25845787.v1
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The J Rudd Foundation No (if any)
276514
Receipts and payments accounts CC16a
For the period 06/04/2024 05/04/2025
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Dividend 12,800 - - 12,800 15,872
Dividend 13,400 - - 13,400 9,480
Interest 16,109 - - 16,109 13,400
Legacy - - - - 41,551
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
42,309 - - 42,309 80,303
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 42,309 - - 42,309 80,303
A3 Payments
- - - -
Professional fees 3,420 - - 3,420 4,530
Bank fees 60 - - 60 60
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 3,480 ] - - 3,480 4,590
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments [ 3,480 ] - - 3,480 4,590
Net of receipts/(payments) 38,829 - - 38,829 75,713
A5 Transfers between funds - - - - -
A6 Cash funds last year end 679,773 - - 679,773 604,060
Cash funds this year end 718,603 - - 718,603 679,773
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CCXX R1 accounts (SS)
23/04/2026
1
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Section B Statement of assets and liabilities at the end of the period
Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds CAF Account '421' 8,191 -
CAF Account '720'
710,412 -
- - -
Total cash funds 718,603 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B3 Investment assets 2,000 Ordinary shares in Berry Bros & -
Rudd Ltd
- -
- -
- -
- -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B4 Assets retained for the - -
- -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities -
-
-
-
-
Signed by one or two trustees on Date of
behalf of all the trustees Signature Print Name approval
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CCXX R2 accounts (SS)
23/04/2026
2
Independent examiner's report on the accounts
Report to the trustees/ Charity Name The J R Rudd Foundation members of On accounts for the year 5/4/2025 Charity no 276514 ended (if any) Set out on pages
I report to the trustees on my examination of the accounts of the above /04/2025
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act
under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention (other than t in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: Date: 29 April 2026 Name: Caroline Webster Relevant professional FCA qualification(s) or body (if any): Address: UHY Ross Brooke, Suite I, Windrush Court, Abingdon Business Park, Blacklands Way, Abingdon OX14 1SY
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .