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2024-04-05-accounts

RECISTERED CHARITY LVUMBER: 289255 REPORT OF THE TRUSTEES AIYD UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 21124 FOR F C STOKES TRUST HarTiSQn Beale & (hven Limited Chartered Accountants Seven Stars HO￿ I Wheler Ro Coventy CV3 4LB

F C STOKES TRUST CONTENTS OF THE FINANCIAL STATEMENTS for the yvar ended 5 April 21)24 Reference Administrative Detail$ Report •f the Trustees 2 to 3 Indeptndent Ex¥miner's Report Statement of FlThndl Aetlvltles B41￿￿(C Sheet Notes to tht financixi Statements 7 to 14 Detsiled Sthtsment of Financi41 Activities 15

F C STOKES TRUST REFERENCE ATrID ADMtNISTRATIVE DETAILS for the Ye￿ ended S Aprll 2024 R J Brown Mrs N Gregory PRINCIPAL ADDRE&S lo Hammons Solicitors Park House, Park Road Station Square Covcntry Westmidlands CVI 2FL REGISTERED CHARITY NUMBER 289255 INDEPENDENf EXAi4iIf4ER H4urison Beale & Owen Limit Chartered Accountants Seven Stars House I Wheler Road Coventy CV3 4LB BAf4KERS Lloyds Battk plc Leyel 3, Citymark 150 FountaiDbrid8e Edinbwgh EH3 9PE SOLICITORS Hammons Soli¢iloTS Pat1( House Park Road Station Square Coventy CVI 2FL STOCK BROKERS Quilter Cheviot 8th Floor Two Sntswbill Birmingham B4 6GA Page I

F C STOKES TRUST REPORT OF THE TRUSTEES for the year ended 5 April 2024 The twstees present their report with ihe fuvdncial ststements of the eharity for the yethr ended 5 April 2024. The trust¢¢s hav¢ adopted the provisi1H￿ of Acoounting and Reporting by CbaTities: Statement of R¢(otnm¢nded Practice applicable to ¢haTiti¢s prepaling th¢ir accounts in ac¢ordaYKe with th¢ Financial Reporting Standard awlicable in the UK and Republic of Ireland (FRS 102) (effective l January 2019). OBJECTIVES AND ACTIVITtES ObJ¢ctivty acthIti￿ aDd publlc beneflt The objectives of the trnsl tre tts pay the income of the trnst to or foT the benefii of such Ch￿Ilable institutiOJK8 OT other charitable objccts in England a5 th¢ tn]stecs may in theiT absolllte dis¢rction think fiL The mist¢es c4)nfirni thai they have Teferred to the guidance contained in the Chariry Commission's gcncral guidance on public bcnefit when r¢vi¢wittg th¢ st's aims and obj'ectives and in planning ffijttwe actiNIts"es and settling the gr&nt making ￿11¢Y for the year. ACHIEVEMENT AND PERFOI4MANCE Chgritable edvltles During the year, 42 grant applications (2023 - 29) w¢r¢ approv￿1 in relation to 41 OTganisations (2023 - 29) totmlling £29,5(X) (2023 - £28,950) details of which ar¢ provided in the notes to these financial slatemellls. lrtvestmemt perftsrnianee The charity holds multi &sset tK>rtfolio inv¢sim¢nts that are ll￿￿ed by Quilter Cheviot. These kxjrtfolios are held to pres¢rv¢ capital value whilst providing a small, suslainable lev¢1 of income. F￿ANC￿ REv￿w FlnAndal posltlon The tn￿t is reliant on the income from its investment properne4 qu￿ed investments and other right4 the income from wbich totalled £63,457 {2023 £57,633). The costs of generating this incotne totalled £8,134 (2023 £31.726) with haTitable 511PPOrt a￿1 governaDc¢ ¢osts of £10.776 (2023 - £14,538). The Charity also paid out gramts lo￿lI1n8 £29.500 (2023 - £28,950) during the year. Overall unre8tn.cted rese]ves h&ve in¢re&s(%J tr) £116.193 (2023- £110,467). Reservw ]￿tY It i5 the policy of the chaTity lo maintain unrestricted fimds, which are the free reserves of charity, 8t a Icvel that equ￿e8 to approximately one yeavs unrestricted expenditure. This provides sutricicni )Imds to eover tk wsts of genen)ting funds. sUp￿rt costs and Ime yeaT'% grant applications. Any 5urplu5 fimds are held in inve51ments or short t¢rn] deposity to help m&intain the income levels in futurc Y&￿s. The trust￿1 pian to maintaiD the level of grant funding given. The trustees aTe aware of the w)tential cffects that the Covid 19 pandcmic may have on thc valuc of the invcsim¢nt portfolios and rcvi¢w thcK on a rcgular b&sis to be able to manage any laTge reductions in value. The investment protwties are let o￿t on long temi tenancies and the truslees do not expect thes¢ kn become void in the near STRucfuRE, GOVERNANCE AND MANAGEMENT CoverDlng document The charity is controlled by its goveming document, a deed of tn￿t and cibnsts"tutes an unin¢orporat¢d ¢lharity. Charfty constithtlo F C Siokes Trusi is an unincorporated mL81 sei up under th¢ will of the late Frederith CharlN Stoko, who di¢d 12 May 1962. The life tenant died on 19 February 1984 and th¢ trust was T¢gister¥d with th¢ ChaTity Colnmission on 16 Aptil 1984 a5 registered tharity numb¢r 289255. Rccrufitmcnt and appoinlmont of ncw ¢rnstees The tru$￿t$ are recrnited and app)inied by the B(yard of TTUSteu undcr thc trust deed. At the tn]stces meetings, the IrLL8tecs discu&s the grdllt applicatiODS. invesLmmts, r¢WY￿ and ii8k management policies and perfornMn¢e. Risk maD*gcmen¢ The tr￿lets have & duty to identify and r¢viuv thc risks to which thc Chariry i$ cxp05¢d and to en8urc appropriate contro15 JTe in place to provide re&8onable assuranc¢ agaiJk8t fraud and error. The trnstecs have examined the major strategi¢, businw and operationa] risks that the charity faces and confirni thal systems have been es&iblished to enable regularrep)rts to be produced so that the necessary stq)s can be takett to lessen these risks. Page 2

F C STOKLS TRUST REPORT OF THE TRUSTEES for the year ended S Apru 2024 Approved by order of the board of on . and si8wI on its behalf by.. RJBrown.T tee Page 3

INDKPENDENfEXAThUNER'S REPORT TO THETRUSTEES OV F C STOXES TRUST Ind¢peadeDt examlner's report to tbErurte¢s of F C Stokns Trust I wort to tl)e th￿lty IT￿￿tee5 on my ￿H￿)natiOn of the acCo￿lIts ef F C Stokts T￿51 (the Tntst) for th¢ yw end¢0 S April 2024. Rtsponslhlllttu bwi5 of report As the chaEity trustees of tbo Trust you ore Te5]￿￿81?11¢ for th¢ prcptrfjtion of thc acuuDts thtt T4uÈrEJLcDts oftbtCharfftt¥¢s 2011 ¢th¢ A¢n. I report in respe¢t of my tx&ThiDati4)n of the TnJst% atfOUDts c4oyed Under Scctiom 145 of tThe Acl ¥tLd in ca￿1￿8 QUI my examination I have followed 8ppltt4blo Directions Biv•n ty ihe (?￿lty Covoni88iots under SfXtioD 145(5)(1)) or Independet¢x*mlller's statf&ttwl I have completed D)y Gxami]Jation. E coJ)frn that no TJHterial matters bAv¢ to my atteThtiOD ill Mnn¢diikn with th¢ exlnkiutiiion giviDg meeaysc to Ixlieve that in thy Ttspfct.. 4ccowiiiDg retDrd4 wuenoi kq>t inr¢speti of theTnJst as Tequird by S¢¢lAon 130 ofthp M. or th¢ accowJt&donrt#¢tQEd withthose recojds,. or lkn accouuts Ilo Dot comply with the appJirHbk requircmettts forni ODd cc4rt¢nt of a¢rthmts set Iwl the Chatitses (Arci¥unts and Reponsl R¢gvJaiiou 2￿8 other tban aDy rquir￿( accounts we a e attd fairview vknieb is not a matter consider¢d aspart of au indwlknt￿m1￿tI0ll. I have no and bave Gi)m¢ Lo othu maite]3 in with the exaDJinatioD to whi¢b att¢ntion sh(wld b¢ ID tbis report wthrto en8bJ¢ apwp¢ruDd¢ntwJdiDg of the awunts to be r¢schtJ. Gr¢gg 0]n￿BA (HonE) Mphil FCA lo￿1$0￿ Bea]¢ &Owc21 Litilifed ChaN¢redAccoulltani8 StaT5 Hou I WIKlerRoad Cov¢Lty CV3 4LB PAg¢ 4

F C STOKES TRUST STATEMENT OF FINANCIAL ACTTVITTES for tb¢ year ¢Dd¢d 5 Apru 2024 2024 Tot81 funds 2023 Total fimds Unrestsic*d Enth)wment fimd INCOME AND ELYDOWMENfs FROM InvesttTbent income 54,132 9J25 63,457 57,633 EXPENDITURE OIY Raising fullds 8,130 134 31.726 Ckarltable #etfvltles Grants 40,276 411,276 43.488 Total 48,410 75214 Nel gain￿O05SeS} on investh]ents 27,251 27,251 (23,780) NET INCOMEI(EXPENDITURE) 5,726 36,572 42,298 (41.361) RECONCILIATION OF FUNDS Totsl fimds brought forward 110,467 2.297,550 2,408,017 2,449,378 T(yfAL FUNDS CARRIED FORWARD lJ6,193 2J34,122 2,450,315 2.408,017 The nthes fornl part of these fmallciaj state11￿nts Pag¢ 5

F C STOKES TRUST BALANCE SHEET S Aprll 2024 2024 Total funds 2023 Total fimds Ul￿estricted Endowment fund thd Notes FIXED ASSETS Investment$ Investments Invcslmenl piopety i(J&179 212.741 2,IOD,000 320,920 2,100,OIM 293.039 2,100,000 io 10&179 2,312,741 2,420,920 2,393.039 CURRENT ASSETS Debtors 14,176 21J81 35,557 21,061 CREDITORS AnM)unts falling due within one year 12 (fi162) (4102) (6,083) ET CURRENf ASSETS 8,014 21J81 29J9S 14.978 TOTALASSETS LESS CURRENT LIABILITIES IIA193 2J34,122 2,4SOJIS 2,408.017 NET ASSETS 11&193 2JM122 2.450J15 2.408.017 13 Urjrestricied funds Endo￿nent fimd8 116.193 2J34,122 110,467 2,297,550 TOTAL FUNDS 2,45llJ15 2.408,017 The finan¢iAI ststements were approved by the Board of Tnjstees and aulhorised for issue . and were signed on its behalf by.. on R J Brown- Trus The not¢s fomi part of thes¢ fuwi¢ial s*atrmellts Page 6

F C STOKES TRUST NOTES TO THE FINAI¥CIAL STATEMEr for the year ended S Aprll 2024 ACCOiJNmlC POLICIES Basls of preparfng the financlal st4trments Th¢ finallcidl statements of the chaTity, which is a publie benefit entity under FRS 102, have Ixen PTepgred in accordance with th¢ Charities SORP (FRS 102) 'Accounting and Reporting by Charities.. Ststement of R¢commended Practice applicable to Ch￿itIeS prepayllig their accounts in accordance with the Finan¢ial Reporting SthndaTd applicable in the UK and Republic of Ireland (FRS 102) (effective l January 2019),, Financial Rcporting Standard 102 Thc Financial RcFM)rtin8 Stsndard applicable in th¢ UK and R¢publi¢ of Ir¢land' and the Charilies Act 2011. Th¢ financia] statements have been prepared under the htstori¢al cost nvention, with the exception of inYesth]ents which are included at market value, as modified by the Tevaluation of certain a￿ets. Income All income is recognised in the Slatement of Financial Activities once the charity has entitlement to the filnds, it is probable that the income will be Teceived and the Amount can be Me&sU￿d reliably. Kipenditure Liabiltties are recognised expenditure 500n &8 there is a legal wnstructiv¢ obligation COn￿ltting the charity to that expenditw¢. it 15 probable tha¢ a trat)sf¢r of ￿1)nOMIC benefits will be required in scttlcmeut and the amount of the obligation can be measured reliably. Expendilwe is accounted for on an aC£n￿lS basis and has been c185sified under he￿ill8S that aggregate all t05t related to the category. Where costs cannot be dIr￿Y attributtd to particular headings ihey have been allocated to activitics on a basis consistent with th¢ use of resourc¢s. Raisin8 fimds costs comprise those costs direcdy atttibutsble to njanaging the itivesthlent E￿fOllO and commercial propttrty expense5. Grants payable are dccounted for when the Irustees have agreed to pay the grant without condition 2nd the r¢¢ipienl has a Te&sonable expe¢tation that they will ￿e1ve d granL OT any condition attaching to the ￿ant is outside the ¢ontrL)l of the tn￿l Supw)rt Costs represent the cosls for processin8 8rants and applications. Governance Costs Include those costs iticurred An the governance of the charity al￿ 115 a5s¢ts and are pritwily &ssociad wlth conSti￿tiOnal attd staDJlory requir¢tiw￿. The ¢lwity is not registered for VAT pu￿$¢5, eX￿ndItUre is therefore 5h¢)wn inclusive of any VAT. Gmts subject to Conditions which have noi been met at the year end da are noted as a eommitm¢nt but not expenditure. Investment property Investmellt property is showD at m05L recent Wdluation. Any a8gr¢gat¢ 8UTplus ￿ deficit ¥ising from changes in fair Yaluc 1$ r¢CO￿lS¢d in th¢ Ststcm¢nt of Financial Adivitics. Tax¥Jdon The clthriry is exempt from tax OD its charitsble activitie Fund attountlng Unrestricted fvnds can be used in accordance with the charitable objethives at the diser¢tion of th¢ trusiees. Restsided fill￿s o￿lY be used for particular restricted purposes within thc obiccts of the ¢harity. RcstrictioTh arise spccified by the donor orwhert funds are raised for particular restricted purposcs. The charity has a single pernian¢nt endowment. Th¢ trust [￿Vided for the tW8te¢s to invest the Capit￿ in peTpeturty, the In￿Me of which is wholly vnre5trict¢d. Any capitsl gains or losses arising on the investments forni part of the ￿nd. Jnvesth)ent management charges and legal advice relaling to the fjjnd are chaTged against unrestricted fijnds. FuTther explanation of the natUT¢ and pury0￿ of ¢a¢h fund is T￿luded in the TKTrt¢S to th¢ fitwicial Statements. Page 7 continued...

F C STOKES TRUST NOTES TO THE FINANCIAL sTATE￿￿￿15- continued for the year ended 5 Aprll 2024 21124 2023 Rents r￿¢1ve￿ InSurn￿e recharges Portfoliorthms 51,0411 3,092 9J25 50,720 6,913 63,457 57,633 IL4ISING FUNDS Raising don4tion5 leg4¢ies 2024 2023 Insufdn¢e Collection comnllssion and agents, fees Stockbroke¢8 f Repairs and maintenance General property wsts 3,542 3,211 3,037 3,455 3,012 1,176 21,046 1.376 8,134 31,726 CHARrrABLE AcfJviTIES COSTS (irani funding of tiviti¢$ (see note Support costs (see note 6) 5) Totals Grants 29.50D 10.776 40,276 GIL4NTS PAYABLE 2024 2023 29.500 28.950 Page 8 cot)tinued...

F C STOkTS TRUST NOTES TO THE FINANCIAL STATEMEiYfs- continued for the year ¢Jbded S Aprfl 2024 GRANTS PAYABLE- ￿￿tInued The kntal grants paid io illStitittAons during the year was as follow6.' 2024 2023 Amoni¢(> Consort Ashow PCC Acorns Childr¢n's Hospicc Trust Barnardo's Blind Veterans UK Blood Cancer UK BrAtish Blind Sport British Disablcd Angling Associalion British Heart Foundation ca￿er R¢seaT¢h UK Castel Froma Cats Protection Cow)don Care Centre Charity Covellty Boys, Club Coventy F(KKlbank Coventry City Mission Crokns and Colatis Deafblind UK Dogs For Good Dogs Tn￿t Dream Holidays Guide Dogs Guys Gift Hop¢ Cov¢nty Kentlwohh Heartsafe Macmillan Cancer Support Marie CuTie Mary Ann Evans Hospice Medics to Medics Mercia MS Therapy Centre Molty Olly's Wishe MrRHBroH Mrs A Cou51tis Myton Hospi¢e National Kidney Federation Nuneaton & North Warwickshirc Equestrian Centre Nuneaton & Warwi¢kshir¢ Wildlif¢ Sanctuary PDSA Royal National Lrfeboat IthstitutLon Safeline Shine A Light SSAFA The Ente￿rise C]ub Disable4] People The Friendship Pro1￿1 Thc Light House Thc Notables The Salvalion Amiy The Wktrwicksbire Yeojnanry Museum Tiny Tirn's c.hildren Ccntrc Uni Hospitals Coventy & Warwickshirc Warwickshire & Northampton Air Ambulanc WaTwick$hire Yowlg C'arers Wav¢rleyDay Centre 500 1,5(N) 1,500 750 500 500 750 750 I,IM)O 500 750 1,000 1.000 I,o)o 500 l.(M)O 1,500 500 1,000 i.(M>O 750 500 750 511D 125 soo 750 500 750 1.000 750 1,00 500 750 750 i.Ix)o 750 500 751) soo 500 1,500 500 750 I,￿0 I,￿0 750 500 750 I,￿0 750 1.000 I,ooD 750 1,500 i.￿0 750 1,500 750 1,000 Pagc 9 ontinued...

F C STOKES TRUST L¥OTES TO THE FII¥ANCIAL STATEMENTS- eon¢ioued for the yv4r ended 5 ApTiI 2024 CRAiYfs PAYABLE- eontb)ued 29,5110 28,950 SUPPORT COSTS Governanee costs Grants IlJ,776 TRUSTEES. REMUNERATIOIY AIYD BENEFITS There were no try￿¢¢¢5, rernunerati¢)n OT other benefits for th¢ year ended 5 April 2024 nor for the year ended 5 ApIil 2023. Trnstees, expenses Th¢r¢ w¢r¢ no trustees, ¢xp¢Dses paid for ibe y¢ar ended 5 April 2W24 nor fgr th¢ year e￿¢d S ApTiI 2023. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrcstrictcd fund Endowncnt fijnd Total fijnds INCOMK AfiD ENDOWMENTS FROM InvGstrnent incorne 50,720 6,913 57,633 EXPENDITURI ON Raising ffijnds 28,713 3,013 31.726 Charltable a£thdde 43,488 43,488 Tolal 72,201 3,013 75.214 gain51Oosse$) on invcstments (23,780) {23.780) NET INCoMEl￿XPENDITURE) 121,481) (19.880) (41,361) RECONCILIATIOF4 OF FUI¥DS Tolal funds biought fotwaTd 131.948 2.317,430 2.449,378 TOTAL FUNDS CARRIED FORWARD 110.467 2297550 2.408,017 Page 10 continued...

F C STOKLS TRUST NOTES TO THE FINANCIAL STATEMENfs- £onthiued ror iht yvar eDded 5 ApTiI 2024 FIXED A&SET INVESTMENrs Listed iDv¢stm¢nts At 6 Awil 2023 Additio Revaluations 293,(139 630 27251 At 5 April 2024 320920 NET BOOK VALUE At 5 Awil 2024 320,920 At 5 Aptil 2023 293,039 Thmr were no invcsttncnt ass¢ts outsid¢ th¢ UK. Cost orvaluation at 5 April 2024 is T¢presen￿d by.. Listed investments Valuation in 2024 V81uation in 2023 Cosi 27351 293,IS8 320,920 Fixed ￿e1 investments are held as multi asset ￿)rtfolioS managed by Quilter Ch¢viot. 10. INVESTTrqENT PROPERTY FAIR VALUE At 6 A￿712023 and S April 2024 IIwLooo NET BOOK VALUE At 5 April 2024 2,100,000 At 5 April 2023 2,100,000 Inve5ttnent prop¢rty ￿MpriseS Heath Farm and Wilcox Gorse in Wolstun and 302 LoThlon Road in Coventry. Heath Farn) and Wilcox Gorse ar¢ Yalu¢d ai £2,000.000 and have an hibtolic cost of Ul.106. 302 Lon(lon Road is held ar £l(rfJ.o￿ with an Jll'Stori¢ c05t of £937. Heath Farm and Wilcox Gorse has gell￿ated income of £45.0￿ (2023 - £45,WO). 302 Road has gen¢rated in￿n)¢ of £6,040 (2023- £5,720). Heath Farni and Wilcox Gorse were valued by Lovcitts Commercial at 5 ApTiI 2014 at open markei value and 302 London Road was valued by Payne AS￿lat¢S At 5 April 2014 at OF£n market value. The trus'lees have r¢viewcd th(%c valllations At each subsequent reporting date and consider that the carying valuc 15 mateTially consistcnt with these valuarions. Pagell continued...

F C STOKES TRUST NOTES TO THE FINAI¥CJAL STATEMEN13- e•ntlnued for the year ended 5 Aprtl 2024 DEBTORS: AMOUNTS FALLING DUE WITHIN OI¥E YEAR 2024 2023 Other debtors Investment cash account Rent debtor Prepaym¢nts and accrued in¢om¢ 31.9116 303 32 3J16 16,989 938 3,134 35057 21,061 12. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2024 2023 Ind¢pend¢nt examin&s accout￿alleY fees A¢¢rued expenses 2.IlXI 4,062 2,100 3,983 6,162 6,083 13. MOVKMENI, IN DWNDS Net movemenT in funds At 5.424 At 6.4.23 Unrestricted funds General fi￿d IIOA67 5,726 116,193 Endowment fuDds Pemwncnt CDdowm¢nt 1297,5 36572 1334122 TOTAL FUNDS 140&017 42,298 Net movement in funds, Inch￿ed it) the oiK*ve are os follows.. Illcojning resources Resources expended Gall￿ and loss&% Moveraent iti fillKIs u￿restricted fund General fLuJd 132 (4&4116) $726 £ndowmen¢ funds Pern]aneDt endowment 9J25 (4) 27,251 3fy572 TOTAL FUNDS 03,457 {48.410) 27251 41J98 Page 12 continued...

F C STOKLS TRusr NOTES TO THE FINANCIAL STATEMEKfs- c•ntinu for the year ended S Aprll 21)24 13. MOVEMENf IN FUNDS. Comparntives lor movement In fund5 Net movcmcnt in fiJnd6 At 5.4.23 At 6.4.22 Unrestricted funds Getterdl fiuMI 131.948 (21,481) 110,467 Endowment futtds P¢mwnent ¢ndowm¢ut 2317,450 {19,880) 2297.550 TOTAL FUNDS 2,449J78 (41,361) 2,408,017 Comparativ¢ ll¢l mov¢n)eot ID includ¢d in the above as follows: Incoming Tes(yurccs R¢souwe5 expeJhJed GaiDS and losses moV¢n￿t in funds Unrestricted funds General tund 50,720 (72.201) (21,481) Endowment fund5 PeTmanent endowment 6.913 {3,0131 (23,780) (19,880) TOTAL FUNDS 57.633 (75214) {23,780) (41.361) A current year 12 months and prior year 12 months combinal position i$ as follows: Net movement in fim(Ls At 5.4.24 At 6.4.22 Unrestricted fund$ GeneTal fund 131,948 (15,755) 116,193 Endowment funds Pern)an¢nt endowment 2.317,430 16,692 2,334,122 TOTAL FttNDS 2,449,378 937 2.450J15 Page 13 contimied...

F C STOKES TRUST NOTES TO THE FINANCIAL STATEMENTS- contlnued for tbe year ¢￿ded 5 April 21124 13. MOVEMENT IN FUNDS- e•lltiDued A Currenl year 12 months a￿d PriOT year 12 months combined net moven*llt in fimds, included in the above art a5 follows.. Inwming Resources expcnduj Gains and I¢K8s¢s Movement it) fimds UDrestrfieted fuDds General fund 104,852 (120,607) (15,755) Endowment Pernianent endowment 16238 (3,017) 3,471 16,692 TOTAL FUNDS 121,090 (123,624) 3,471 937 F C Stokes PErtDaDent endowment fund established in 1984 for the benefit of such clwitable institutions or other ¢haritabl¢ causes in England as th¢ trust¢¢s may, in their absolut¢ dis¢r¢tion, think fit. Unrestricted rcserves repTe5￿t CUTnulative swpluscs since inception. 14. RELATED PARTY DISCLOSURES Ther¢ weT¢ no related paty transadKID$ for the yur ended 5 Apnl 2024. Page 14

FC STOKES TRUST DETAILED STATEMENT OF FINANCIAL AcfiviTILS for the year ended S Aprll 2024 2024 2023 Investment income Rents received 51,040 50,720 Portfolio r¢tum8 9,325 6,913 63,457 57,633 Total In¢0m1￿£ resources 63.457 57.633 EXPENDITURE Raising doD4tions and leg•¢ieB InsuraTLce Collection ry)mmission and ag¢nts' fees Stockbrokerfs fees Repairs and maintenance General property costs 3,542 3,211 3,037 3,455 AJ76 1,176 21,046 8134 31,726 Chwitsble a¢tiviti Grants to illstitirtions 28,950 Support costs GovernADce costs dependent examine¢s fee Auditors, rejnuneration for non audil work Legal fees 12(Ml 5,418 S,58(1 9,120 111,776 14,538 T(rtal Te8ourc¢$ extaed 48,410 75,214 Net ineomel{expenditurn) before gains and los$eJ IS047 (17,581) Realised reeognised gains and lo$ Portfolio gainsllosscs 27251 (23,780) Net Incomel{expenditur¢) 42298 (41.361) This page does not forni part of ihe ststutory finan¢ial statem￿ts Page 15