## **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 3537\1\25845787.v1 ## **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||| 3537\1\25845787.v1 ## **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**| **----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
3537\1\25845787.v1 ## **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** **----- Start of picture text -----**
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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3537\1\25845787.v1 **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
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** 3537\1\25845787.v1 ## **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** 3537\1\25845787.v1 ## **Declarations** **Signed** **Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date** 3537\1\25845787.v1 **----- Start of picture text -----**
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 **----- Start of picture text -----**
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** .