The Jonathan Towler Foundation
(registered charity number 278033)
Financial Statements
Year ended 5th April 2021
14* WR
¥5 Partners

The Jonathan Towler Foundation
Financial statemènts for the year ended 05 Aprll 2021
Contènts
Pag•
Roference and administralive details
Trustees, report
Independent examiners report
Slat8rn8nl ot assets and liabilities
ReGgipI8 8nd payrnènts ar£ounl
Notes to the ac£r>unts

The Jonathan Towler Foundation
Financial statements for the year ended 05 April 2021
Reference and administratrve details
Charlty rRg15tratlon numb8r
278033
Rfrgistorod oll(c8 addrtrxs
Hill Fart
alse
Brackl8y
NDrthamptonshire
NN13 6DY
Accountants
WR Partners
Belmont Houso
Shr2wsbury Business Park
Shrewsbury
Shropshlre
SY2 6LG
Bankers
HSBC
55 Corporation Slreel
Coventry
West mldlands
CV1 1GX
Trustees
MtB M R Power
Mrs J E RDbinson

Th• Jonathan Towler Foundatlon
Trustee's Report
For tho year on¢Jed 05 Aprfl 2021
Tre Iruslees have pleasure ID presenting their rFport accounts of thè Foundation lor Ihe year eniJBd 5 Apnl 2021.
Stmctufp, Govqrnwn¢• and Manag•m•nt
The Foundation was founded by Mr EJH T￿￿￿&r on 16 December 1978 by d Deed of Tlusl. whlch was 3rn6ndtd by a fUrt￿r
Oeed of Trusr daled 24 August 1981. The $8tUor IraDsfewed £100 lo thÈ Foundation on 16 DecembBf 1978 And Irdn5ferrad
addilignal property. log¢trEr wlh Mr& MM T￿￿er. by DB9d DI Vanalion dated 22 De￿[￿ber 1978.
Foundaiityi 15 9 registered ch8rity and Ifs chanty rEg151rJlion Dumber 15 278033.
The Tru51ees of FoundaliDn who during the yeai arg shown on page l ol Ihe accoun15.
The Foundation is adminlstered and managèd by the Trustees. The rthièr lo appoint new Trusige5 ve515 in th& ￿ra￿. or ￿th
the Èxsling Trusle&s ifihe office of Patron is v$¢snt.
Objprtfvp and Actlvlti•S of the Foundatlon
oble¢live gf rh£ FouTTrdalion15 to pay its Incom£ la or for such ¢haritsble inslllulions Dr puTposes ds Tru51ees think fil.
In planning the Foundations actiwlies forth? year In line wlh IV5 obi2cbves. the Trustees hav8 kept In rnind Chanty
Comm15SIDn's revi8¢d guidan￿ on public benefit. The locus of the Foundation'5 activilias retnajns the paym¢nLs Df donation3
lo other Ghanlablp Inslilulions or organisalions. In the Truste25 views, th858 donation5 enable th0&9 C￿ary￿bIe insu￿110￿5 or
0rg8ni$aiions lo cDnlinuÈ io prDvide the saNlces and rÈsourc85 they PTovidg to ￿rtain sgclK)ns af th8 public. which in itself.
repr8sents a publiG benefit. In linB wlh Chgrity Comission guidance.
D•velopm•nt of th* FDundatlon
Tho Foundation denves its income from its inveslmfrnts ?$sels, induding cash doposits and bank a¢covnts. The TN$lee5
have 3djusted the inve$lmenls to provide a stream of income available for PDtènt181 dlstributton la thoritable Inslilubons QT
othgr purp0595 50 as lo Fwvide a sound cspilal base for Ihp long tenn Df Ihe
Finbn¢lal Rovi8w ol the Foundati￿
The Foundation's Incomè for the year, before r￿ipts from it'5 Inveslnienl portfollo. was £79,57312020." £61,028) The
Tw51ee5 have made grants for Charrta￿e purposos amovniiDg to £46.31512020'. £42.4801 during year, 8$ shown in th
receipts payments account, Wlh other payments made Ihe yeai, excluding inve$lment incomÈ r￿n¥psted Into its
Investment porlfoliD. of £24.61512020. £22.5501 ￿preSentIng adminisirallve costs rèlatèd io runniryJ the Faund¥ll￿. The nei
assels of Ihe Foundation al the yeai end were £2,3B2,26212020. £1,701,512).
Rqsorves Pollcy
The Trusiees poliGyk% to apply Ihg inc(Yne year on year as It is received. so that expendlure broaoly matches Ihe income
18ceived. Where there Is a Surplus Df income oveT exp&ndilur@ this arnounl Is reinvested forfLFlure Income grovAh which wim
enablè the Foundation to FK)laniially makg greal8r dona￿0￿$ in Iho fulurg.
Frab rssaryes at 5 Apnl 2021 are £S.0121203D. É7,2021
Ri5*s Review
The tnajorrisk lo th¢ FDundation Is exrx)sed is as a re$ull of rfs investh&nt8 buing subject lo Ihe fluclu3tions In Ihe
Stock ma￿91 as 11 has a signfficani portfolio of shsrès. This ri3k is rniligated by the aPPOinlment of a professionJ invesknant
rnanagerio manage the inve51rnenls and by maintaininu s bty8d t3nge of investmen19 81811 litngs.
1310812021
Approved by Trustees on ...
and Signedby".
Mrs MA Power
TntstO0
(JIAL R
Mr8 JE Roblnson
rru8teg

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
OF THE JONATHAN TOWLER FOUNDATION
I report lo the charity Irustses on my txaminalion cf the acctxjnts Of th8 thanty for the year ended 5 April 2021
which ar9 $01 out on p8ge$ 4 to 7.
Respon51bllltie5 and bas55 of répgrt
As tha chaThty'3 trustaÈs you aré r8$POnsible for the preparation of the accounts in accordance wth the
rÈquirem&nis of the Ch3ri1ies Act 2011 I'lhe Act'l.
I nis rapon 1$ 501eiy u) ma cnariry s I rusiees, as a Dwy. In arcoroance w￿n seuion 14J OT Tne bnarrue5 A¢[
2011 and regulation& rnade underseclion 154 of thal Act. My wotk has besn undarl8ken so that I might State lo th8
tharity's TrustèÉÈ those matters l arn requlred to stste to th8m in an Independent ExÈminer's Report and for no
other PUTPOSe. To the fullèst Extent perniitted by law, I do not accept or assumè rgspmsibllityto anywe other than
IhB v.hArl￿ IhA ￿.h￿nIV.8 Tniotop< g Mdv fnr wtbrk In thlE rpnnrt
Indop8ndantexamlnef8 Statem•nt
I have completed my examination. I confirm that no Thaterial matters hav8 come lo my attention in Gonnection wlth
exarninalion ofvino mè ¢ause lo believe that in any rnalenal respect.
. accounting r￿trds wore not kept in r8sp&ci of the chariiy as r8quir8d by section 130 of the Ad,.
2 the accounts do not aGGord with those records.
I have no concerns and have coma across no other rn8tt8rs in connection with the examination lo which attention
should be drawn in thi5 report in oid&r to Bnable a proper undEf51andlng of the accounts lo be reached.
S￿ned..
Dated..
2510812021
Tltn Lunt
8A FCCA MIRPM
WR PHriners
Chartered Accountants
88lmont House
Shrew5bury Business Park
Shrewsbury
Shropshire
SY2 6LC

Thè Janathan Towler Foundation
Statement of Ass8ts and Liabilities
Year ended 05 April 2021
Monetsry Assets
2021
2020
B8nk and C8sh Balances
B8nk a￿Ount
Credrt card
6,484
1,120
7,202
5,364
7.202
DebleTS
648
1r￿stm0nt assetg
Managed invoslmont portfolio- at fflarket value
Note 1
2.376.250
1,694.310
Net ¥Mets
2 382 261
1 T01 $12
1310812021
The accoun15 wEre approvgd by the Trustees on............ ...........................and SIg￿d on their tychaif by..
Mrs M R Power
rtustee
JLIL•
J E Roblnson
Trvstée

Thè Jonathan Towler Foundatlon
Roceipts and Paym•nts Account
Year •nd•d 05 April 2021
2020
2019
Receipts
Income rECEiPt5
Incorne from inveslTnBnts
61,028
79,573
61.028
Olh8r r8ceipt5
ReceSpts from managed investmènt porffolio
41,￿0
Total receipts
131 573
102 028
Paymonts
Expenditure payrneTrts
Charitable expÈnditu
Prior year donation ￿ditOrS
InvestFnent manag&menl feè5
Bank charges
Accounl8ncy and independent oxaminaliDll fees
Governance and sacrelarial expens8b
Other adffiinistratlon expÈndilurB
46.315
42,480
17,092
66
1,236
6,221
16,849
60
588
5,022
32
70.930
66,149
Other paym8nls
Reinvoslment of inveslmenl Income
62.401
44,179
Total paym8nts
133411
110328
Net recelpts i {payrr￿n1$l for the yaar
11,8381
18,3001
Cash and bank balanceB brought forward
7.202
15.502
Cash and bank balances carried fotward

Tho Jonathan Towlèr Foundatlon
Notes to the accounts
Year ondod OS Aprll 2021
1 Investmènts
2021
2020
Marwged Inveslm•nts pDrtrollD- at Market￿Ue
m￿aged inve51menl rK)Ftrolo a16 ApDI 2020
Di5PD5als and redemptions ot Investments
PurGhasgs ol investments
Investment Incomè rèinv8Stèd
Paymonls to cash funds
Unrealised gainslllD55851 on inv8slments
Manggemenl ¢haroes
Managpd Inv8slmenl poryolio al 5 April 2021
1.694,310
1353,393
432,048
79,573
152.DDOI
591,804
17.Q92
2 376,250
1,961,269
1267.7991
302,427
61,028
141.0001
1304.7661
1.694.310
2 char￿*bI• *Ap•ndrtur•
Analy515 of donalion5 p&id'
2021
2020
MedKal Researth for Childwn
AlrAmbulanc8
A12heimefs Research UK
Artemis Charitsblè FouDd
Brackley Hospital Trusi
Brainwave
Caftcer R￿earth
C3ning Partner5
Cardiac Risk in the Young
Care Worken4 Charity- ChaKont Den•
Chariligs Trust LNerpDoI
Chrons & Coli&5
Cohart 4
Combat Stress lor Velèians Mantal Aealth
Courlauld Insbiuie
500
3,000
200
100
3,000
500
loo
200
250
1,ODD
1.000
300
500
500
500
50D
1.000
2.000
CRY
Designdblhty
Duih8nn8 UK
Ev8lina Lvndop HD5pilal FUndr9￿ing Tea
FamilyAcbon
Gabby AFw3y & epD Peel- MN Supporl
Game & Wiloliftr Consgrrfation
GOSH Great Ormond Street HDspII81
Halse MiSSnTr Room
5DQ
$00
1.725
2,310
S.D53
2,DOO
500
4.195
280
2,750
1.000
HammÈ51ey Hamps Charity
Happy Do1£
Happy Day5
Hawie Up Found31iDn
Henry Straub8nLee MBmDrial Fund
Homèstsrt
ICENI- Ip*lch
Ja50n FgIGe Bik9- JaGS B8spDk& Bik&s
Powney Imaze Upkeep)
Katrienne House Ho$pl¢¢
LèwrentÈ Homtr Nursing tearD
Loughborough Univetslty
Louisa RiGhard50n (Mad Birds)
Maggies C&nlre
MaDch851erSancluary
Aame Curle
IIDn Educat8
en¢ap
Mind
2.000
250
250
219
1.568
1.000
750
615
500
1,000
700
100
288
1,180
500
2.000
110
250
3.000
100

The Jonathan Towler Foundation
Notes to the accounts
Year 8ndod 05 April 2021
2 Charitable expendlture Icontlnuedl
2021
2020
Analysls of donations paid Icontinuedl..
Broughlforward
27.274
27,U68
Motor N£urone Disease As8oclatl
National GardeD Scheme
NHS Chamies Together
N0rthaMp￿n HopB Cgnl
Northampton8hire CommuntyFoundation
Nova
Oxford Hospi￿1$ Charity
Oxtordshire Youth
Pancreatic Cancer UK
Parkin50n TnJ51
Parkinsons UK
PathwAyAdull Mentoring
Plumpton Churth H&filag8 Trust
Projecl Nothmoor
Prostale Can¢$r Resoarth
PSPAsso¢i8tion
Rainbow Tru$1 Children
Royal Botanic Gardems
Royal British Legion
Royal National Lifeboat Institution
Royal Opera House
Salvation Am
Sl Jam65 Chu￿￿ Somprton
Sl Jtthns AmbulaDcg
SL John5 Ambulance INorthant61
Sl Lukes Hosprfal
Sl Poler& Sl Paul Church
Sl Peters Church- Hammersmtth
Sue Ryder
Cure Parkin50ns frust
Thp Hyperion Foundation
Thg Mulberry Bush Organiwion
Thg National Brain Appeal
The National Gallery
The Ro￿1 Marsd@n Canrerchadty
Th& Salvallon Army
UKSA- Pollbs 2020
Well Child
Wosl London Zong
Wheel Power (Joft Coalel
YoungkAinds
1.120
soo
501
1.000
500
1,0
1.ODO
1.000
655
1.(XlO
250
1.500
1.000
50U
500
2.000
1.000
500
1,000
80
250
250
1.200
500
1.160
1.000
250
100
1,000
1.000
25D
50D
1,DOO
100
500
500
100
500
500
189
f.OQD
1.01)0
1,000
1,307
1,000
1.400
42 4BO
Prff)r￿Ir ¢rpdMordonations
Wounded Velevns
LawrEnce Home Nursing Igatn
500
618
3 TTU?teeJ rernuneration and reloted pBrtytr*n#actlon#
No tru51eo received any remuneration dudng Ihp year
No IruBIBe receNed reimbursemeni ol e¥pFnses durfng tho JEar.
No Ituslee had any personal interest In any transathon entered intr& by charltydunng thg yoar1202Q.. £NILI