## **John and Freda Coleman Charitable Trust Annual Report**
For the year ended 5[th] April 2025
The Trustees of the John and Freda Coleman Charitable Trust (“the Trust”) present their Report and Accounts for the year ended 5[th] April 2025.
## **1 Settlement Deed**
The late Mr John Peden and Mrs Freda Coleman established the Trust by Deed dated 12 June 1979. In accordance with the Deed the Trustees hold the Trust capital and income upon trust for such exclusively charitable objectives and purposes as they shall in their absolute discretion determine.
## **2 Registration of the Trust as a Charity**
The Trust is registered under the Charities Act 1960 in the Central Register of Charities under number 278223 under the name of John and Freda Coleman Charitable Trust. It operates under the working name of The Coleman Charitable Trust.
## **3 Trustees**
The Deed provided for a maximum number of four Trustees. On 13 August 1985 a scheme was approved and established by the Charity Commissioners for England and Wales whereby the maximum number of Trustees was increased to seven.
## **The Present Trustees** are: -
Mr. B. R. Coleman (Chairman) Mrs. J. L. Bird (Trust Administrator) Ms N Coleman Mr T Coleman
**Bankers** : Metro Bank, Guildford Branch **Brokers:** Rathbone Investment Management Ltd Fiennes House, 32 Southgate St, Winchester, SO23 9EH
**Independent Examiner** : Mr S R Moen Chartered Accountant Orchard Corner, Freight Lane, Cranbrook TN17 3PF
## **4 Administrative Office**
The administrative office is at The Annexe, 3 Gasden Drive, Witley, Surrey GU8 5QQ
## **5 The Trust Fund**
The Trust Fund comprises the investments and cash deposits specified in the accompanying Accounts. The Trustees administer the Fund as a Single Unrestricted Fund.
jeanette@thecolemantrust.co.uk
www.thecolemantrust.co.uk
## **6 The Objectives of the Trust**
The charitable donations this year have again been targeted at the core aims of the Trust in helping young people to obtain the skills they need for both work and life. Principal donations are currently directed towards a number of organisations in Surrey and North Hampshire focussed on providing practical training skills and support where the normal education system has failed and young people are not reaching sufficient levels to progress.
## **7 Trust Administrator’s Report - Principal Activities of the Trust in the year**
In addition to the objectives of the Trust the Trustees agreed this year to:
- minimise ‘one off donations’ where possible to build up some reserves
- where possible to continue to supporting early intervention
- make a commitment for 2 to 3 years for each charity to help them forecast income
- any one off donations would be given for a specific project
- restrict grants to charities who have an income of under £85,000
- where possible to bring our grant giving to a minimum of £4,000 per donation
Below is a summary of the charities the Trust has helped this financial year. More detail can be given if required.
## _**One off donations were given to the following charities often to fund specific projects:-**_
**Community Safety Education** wanted support to run a ‘Money Wise’ financial literacy programme within two secondary schools. Funding of £2,000 allowed 800 11 – 16 year olds to be educated in all aspects of financial education with the intention of breaking the cycle of financial debt and bad decision making.
**Go Kids Go** were given a grant of **£2,300** which went to running a workshop which took place in March 2025 which was open to all young wheelchair users and their families in the region. Jeanette went along to watch and it was fabulous. There were 8 young wheelchair users attending, along with their parents/carers (13) and siblings (5), with a total of 26 beneficiaries. 4 families were new to the charity, and 4 families had attended before. The youngest attendees were 6 years old and the oldest was 16. All children made great progress on the day.
Feedback collected on the day of the workshop was really positive, 100% of respondents reported that they would like to attend future Go Kids Go workshops and would recommend our training to other families with a young wheelchair user. 100% also reported that they felt that the workshop helped increase their child's confidence. 84% rated the workshop delivery as excellent for confidence building, the practical advice given and road safety/kerbs, with the remaining 16% rating these sections of the workshop as good. 100% rated the wheelchair sports section as excellent and 80% rated the emergency evacuation section as excellent with the remaining 20% rating it good. 6 weeks time after the workshop a further feedback form is sent that aims to capture information about the long term impact of our wheelchair skills workshops.
**School Readers** were awarded £2,000. The charity is continuing to grow this scheme across Surrey and Hampshire. The need for reading support service and the requests from schools for volunteers has never been greater for this charity. With support from volunteers, children will regain confidence, skills and enjoyment in reading – all of which are key to their learning, and will help them access all aspects of the curriculum more effectively. This will in turn positively impact their secondary education, and indeed their future life-chances.
jeanette@thecolemantrust.co.uk
www.thecolemantrust.co.uk
**The Matrix Trust** were given £2,500. The Matrix Trust, is a locally based charity that supports vulnerable 8-24 year olds across Guildford, by nurturing, inspiring, connecting and empowering them. They run a variety of thoroughly road-tested projects, including one-to-one mental health support, emotional wellbeing workshops, work experience opportunities and social activities that assist young people in making friends.
A key part of this work is their youth development programme, which, through collaboration with their associated social enterprise - The Hideaway Cafe, provides traineeship, volunteering and work experience opportunities to help young people transition into further study or work. This programme is largely bespoke, with the support provided being tailored to an individuals specific needs rather than simply being a ‘one size fits all’ offering. This enables them to support young people purposefully and intentionally and is far better suited to helping those who have struggled in and dropped out of education beforehand. Each participant is met individually, gaining an understanding of their needs and goals - helping them to make the necessary steps towards these. As a result, success will look very different to each young person supported.
**Prospero Theatre** received £1,000 which went towards the running of a theatre workshop for adults and young people with disabilities and mental health challenges.
**Sayers Croft** is an outdoor education charity in Surrey for school children. The £2,000 grant they received went towards offering bursaries for those children with social/economic problems **.**
**Kinglsey Organisation** are a charity aiming to support disabled adults in the local area. They support them to develop their potential, become more confident gaining skills and independence. Some of this is achieved by their innovative support for them to volunteer in our shop, and coffee shop. They were given a grant of £1,000
## _**Charities we’ve helped in the past and continue to help on an annual basis:-**_
**Change of Scene i** s a small charity based on a 16-acre small-holding in Farnham, Surrey. Attendees are young people aged 6-18 who experience a wide range of complex learning, social, emotional and/or behavioural difficulties causing them to flounder in education. Most are excluded, at risk of exclusion or not on a school roll. By the time they are referred, most are also suffering from poor mental health. Working outdoors predominantly one-to-one, the young people learn to care for 13 species of animals as well as other skills, such as horticulture, carpentry and cooking. As an accredited AQA Unit Award centre, young people are offered the chance to earn nationally recognised certificates in a wide range of practical subjects - from using a leaf blower to pony care. The Trust awarded them £4,000.
**Demand (Design and Manufacture for Disability)** designs and manufactures bespoke items of equipment unobtainable elsewhere. They were given £4,000.
**GASP Motor Project** were given £4,000. GASP continues to help vulnerable, disadvantaged young people up to the age of 25 in Surrey, through alternative learning. With a hands-on approach, students re-engage with education through motor mechanics. Learning is evidenced with AQA unit awards. Participants also develop confidence and self-esteem, gaining positivity about their futures.
GASP have observed a notable drop in the age of students with whom they work; traditionally they have welcomed 14–16-year-olds but now also being asked to run courses for 12 and 13 year olds (in school years 8 and 9). These younger students missed the physical transition from primary to secondary school during the pandemic and many now find themselves unable to cope with the demands of Key Stage 3. Being an independent and responsive charity, they have managed to adapt and develop to meet the needs of this younger cohort.
jeanette@thecolemantrust.co.uk
www.thecolemantrust.co.uk
They continue to provide hands-on, practical training in motor mechanics. Youngsters learn about two and four wheeled vehicles and two and four stroke engines. They look at the component parts of quad and pit bikes and learn about engine capacity and braking systems, as well as the function of gears. They learn practical skills for immediate application, such as how to change a wheel and basic car maintenance (oil, washer fluids, wiper care). With a maximum group size of six young people and two GASP tutors, learning is personalised, tutors being positive male role models. All our activities are linked to AQA unit awards, so the youngsters are rewarded for their work. Securing skills and accredited AQA qualifications offers a fantastic opportunity for attendees to make a new start, to see themselves in a different light, as ‘achievers with huge potential’ rather than feeling discarded and demotivated.
Outcomes of courses include the regular engagement in meaningful activity for ‘at risk’ young people, undertaking learning of a practical nature. On average each participant will secure 2-3 AQA learning units. Softer outcomes will be dependent upon the reason that each individual has been referred but will include the personal development of each person, securing skills and increasing self-esteem and confidence as a result of their own successes achieved on the course. Courses help young people to enhance their sense of self-worth and open up avenues of future endeavour for them. GASP want every participant to feel a sense of achievement and that learning is accessible to them and pleased to support young people to move into STEM vocations.
**Life Education** . A children’s health and emotional well-being charity. They work in partnership with parents, schools and communities to prevent mental health problems, obesity and substance misuse in children. Life Education deliver workshops in school classrooms, using LifeSpace or virtually with SCARF Live Online. The charity works with primary aged children running different programmes depending on the ages of the children. Our £4,000 grant enabled 1,200 children in Hampshire to take part in a health and drug education workshop.
**Oakleaf** work with the most disadvantaged adults with mental illness. A grant of £4,000 was given. An extract from the thank you received from Oakleaf.
**Second Chance** This charity offers so much to many and doesn’t charge for services and everything is paid for by fundraising. The site is beautiful and they are planning on re-utilising part of it to offer services to primary school aged children. This charity was given £4,000.
**Skillway** run workshops run by volunteers skilled in wood craft, metal/glass work and more to young people often on a 1 2 1 basis. They have also started running bush craft skills and outdoor days. They were given £4,000.
**Step by Step** received £4,000 which is used each year towards LAUNCH which supports disadvantaged young people aged 16-25 into Education, Employment and Training. LAUNCH is a free, open-access advice & guidance service for young people throughout Surrey and Hampshire. The service focuses support on young people who are Not in Education, Employment or Training (NEET) to access opportunities to move to Education, Employment or Training (EET )- driving positive change in their lives. A trusted adult or the young person can self-refer to LAUNCH and access up to six 1:1 mentoring sessions. These can be timed inperson appointments, informal drop-by, telephone and digital media, with each young person developing their own Goal Based action plan.
LAUNCH works with over 195 young people a year to move them into Education, Employment or Training. 96% of young people who accessed this service in 2023-24 positively progressed their circumstances and 100% said they would recommend to a friend. Each year, over 50% become EET following our support.
jeanette@thecolemantrust.co.uk
www.thecolemantrust.co.uk
**Surrey Youth Focus** were given £4,000 and continue to support youth organisations within Surrey.
**The Therapy Garden – The Green School** were awarded £4,000.
## **8 The future of the Trust**
During the course of the year, donations totalling £52,900 were made, which were as usual targeted at the core aims of the Trust in helping young people to obtain the skills they need for both work and life. Rathbones continue to manage our portfolio. This year the market value was £397,730. We made a profit of £66,938 on the sale of investments.
The Trust also received a number of donations from family members and the Estate of our previous Chairman Paul Coleman.
We shall continue to administer the Trust in the manner that John and Freda would have wished - helping young people achieve educational and lifetime skills - and we will continue to support those organisations we have commitments with and encourage them to work even closer together. We will continue to look at and consider other worthy causes, especially where they can improve the expectations of young people.
This Trust Report has been prepared by Mrs. Jeanette Bird (Trustee) who is a Trustee and Administrative Manager.
Approved by the Trustees on the
…………………………………………….. Brian R Coleman – Chairman
jeanette@thecolemantrust.co.uk
www.thecolemantrust.co.uk
**John & Freda Coleman Charitable Trust** Charity No. 278223 page 1 of 6
**----- Start of picture text -----**
Balance Sheet as at 5 April 2025
2025 2024
Fixed assets
Investments Note 3 357 416 397 730
Current Assets
Cash 81 138 14 662
Net Assets 438 554 412 392
Unrestricted Funds 438 554 412 392
Approved by the Board of Trustees on the 2025
and signed on its behalf by ……………………………………………………….
Brian R Coleman - Chairman
The notes form part of these accounts
**----- End of picture text -----**
page 2 of 6
## **John & Freda Coleman Charitable Trust**
## **Statement of Financial Activities for the year ended 5th April 2025 Incorporating an Income and Expenditure Account**
## **Income & Expenditure**
|**Income Received**
Investment Income
Donations
**Total Incoming Resources**
**Resources Expended**
Direct Charitable Expenditure
Note 2
Administration Expenses
Note 4
**Total Resources Expended**
**Net Outgoings for the period**
**Other recognised Gains**
Profit/Loss on sale of Investments
Unrealised gain/loss on Investments
**Net Movement of Funds**
Balance brought forward from 6th April 2024
Balance carried forward at 5th April 2025|**2025**
£
12 838
62 953
75 791
52 900
2 465
55 365
20 426
224
5 512
5 736
26 162
412 392
438 554|**2024**
£
13 770
0|
|---|---|---|
|||13 770|
|||57 420
3 245|
|||60 665|
|||-46 895|
|||8 803
-5 089|
|||3 714|
||||
|||-43 181|
|||455 573
412 392|
## **John & Freda Coleman Charitable Trust**
## **Notes on the Accounts for the year ended 5th April 2025**
## page 3 of 6
## 1 **Accounting Policies**
The accounts have been prepared on the "accrual" basis, except that only dividends actually received during the year have been included
Investments have been valued in the balance sheet at market value
All other assets are valued at estimated realisable value
|2 **Direct Charitable Expenditure**
Change of Scene
Community Safety Education
Demand
GASP
Life Education
Oakleaf
Second Chance
Skillway
Step by Step
Surrey Youth Focus
Therapy Garden
Kingsley Organisation
Matrix Trust
Aldermoor Farm
Morning Star Trust
Go Kids Go
Prospero Theatre
Sayers Croft
Chicks/Go Beyond
Eikon & Lifetrain
Families Thriving Together
Lucy Rayner
School Readers
Hampshire Family Counselling
Parents Supporting Down Syndrome
Stepping Stones
Surrey Care Trust
Winchester Street Reach|**2025**
**2024**
4 000
3 000
2 000
1 100
4 000
1 000
4 000
2 000
4 000
2 000
4 000
3 500
4 000
1 500
4 000
4 000
4 000
1 500
4 000
3 420
4 000
4 000
1 000
1 000
2 500
2 500
1 500
600
2 300
1 000
2 000
1 000
4 000
1 500
2 000
2 500
2 400
1 500
2 500
8 000
1 500
52 900
57 420|
|---|---|
## **John & Freda Coleman Charitable Trust**
## **Notes on the Accounts for the year ended 5th April 2025**
|3 **Quoted Investments**
Market value brought forward
Proceeds of disposals during the year
Gain on disposals
Purchases during year at cost
Increase/decrease in value
Market value carried forward
Historical Cost
4 **Administration Expenses**
Rathbones
Office Expenses (telephone, post, stationery
and stamps all donated by Questrum Holdings Ltd)|**2025**
397 730
-66 938
224
20 888
5 512
357 416
317 800
**2025**
2 249
216
2 465|**2024**
444 703
-135 290
8 803
84 603
-5 089|
|---|---|---|
|||397 730|
|||353 468|
|||**2024**
2 411
834|
|||3 245|
## **Quoted Investments purchased during year 2024 to 2025 J & F Coleman Trust**
page 5 of 6
|**Additions**
**No of shares**
Treasury 1/8% Stock
10 000
National Grid
267
Treasury 1/8% Stock
3 800
JP Morgan
7 500|**Cost**
**£**
7 781 94
1 722 15
3 740 21
7 643 29|
|---|---|
||#########|
## **Quoted Investments disposed of during year 2024 to 2025 at cost J & F Coleman Trust**
page 6 of 6
|**Disposal**
**of shares**
Wisdom Tree Metal Secs Ltd
350
Waystone Fund Services
1 900
Twentyfour Global Funds
170
Franklin Templeton Global Funds
170
HSBC Holdings
1 000
Treasury 1/4% Stock
11 000
Barclays Bank
8 500|**Sale**
**Proceeds**
**£**
3 624 45
6 517 37
#########
#########
7 035 04
#########
8 500 00
#########|**Profit/**
**(Loss)**
**£**
1 104 49
1 165 96
(51 31)
(980 34)
(24 90)
344 82
(120 96)|
|---|---|---|
|||223 86|
|**JOHN & FREDA COLEMAN CHARITABLE TRUST**|**JOHN & FREDA COLEMAN CHARITABLE TRUST**||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**YEAR ENDED 5 APRIL 2025**|||||||||||||||
|**EXTENDED TRIAL BALANCE**|||||||||||||||
||||||||||||||||
||**OPENING BALANCES**||**RATHBONES**||**BANK**||**JOURNALS**||**CRS**|**DRS**|**PROFIT & LOSS**||**BALANCE SHEET**||
|**0 00**|**DR**|**CR**|**DR**|**CR**|**DR**|**CR**|**DR**|**CR**|||**DR**|**CR**|**DR**|**CR**|
||||||||||||||||
|Investments - at cost|353 468 00||20 887 59|66 713 70|||10 158 11||||||317 800 00||
|Investments - market value change|44 262 00||||||5 512 11|10 158 11|||||39 616 00||
||||||||||||||||
|Unrestricted funds - brought forward||412 391 62||||||||||||412 391 62|
||||||||||||||||
|Bank - Metro|10 649 24||75 692 88||35 000 00|53 116 00|||||||68 226 12||
||||||||||||||||
|Cash - Rathbones 7210|3 145 20||66 937 56|23 136 79||35 000 00|||||||11 945 97||
|Cash - Rathbones 7220|867 18||12 838 32|12 739 27|||||||||966 23||
||||||||||||||||
|Investment Income||||12 838 32||||||||12 838 32|||
|Donations received||||62 953 61||||||||62 953 61|||
||||||||||||||||
|Direct charitable expenditure|||||52 900 00||||||52 900 00||||
||||||||||||||||
|Management fees - Rathbones|||2 249 20||||||||2 249 20||||
|Admin costs|||||216 00||||||216 00||||
|Profit/loss on disposal|||66 713 70|66 937 56|||||||-223 86||||
|Unrealisedgain/loss on investments||||||||5 512 11|||-5 512 11||||
||||||||||||||||
||||||||||||||||
|Total|412 391 62|412 391 62|245 319 25|245 319 25|88 116 00|88 116 00|15 670 22|15 670 22|0 00|0 00|49 629 23|75 791 93|0 00|0 00|
|||0 00||0 00||0 00||0 00|||26 162 70|||26 162 70|
||||||||||||||438 554 32|438 554 32|
|||||||||||||||0 00|
||||||||||Unrestricted funds||438 554 32||||
## **Independent Examiner’s Report to the trustees of the John and Freda Charitable Trust**
I report to the trustees on my examination of the accounts of the John and Freda Charitable Trust (“the Trust”) for the year ended 5 April 2025.
## **Responsibilities and basis of report**
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all 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 in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
2. the accounts do not accord with those records; or
3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed :
## Scott Moen
Name: Scott Moen
Relevant professional qualification: Chartered Accountant
Address: Orchard Corner, Freight Lane, Cranbrook, Kent TN17 3PF
Date: 8 October 2025