CHARITY REGISTRATION NO. 294688
THE STANTON BALLARD CHARITABLE TRUST
ACCOUNTS FOR THE YEAR ENDED
5 APRIL 2024
INDEX
Page 1103
Report of the Trustee5
statement of Flnanclal Actlvltle$
Balance Sheet
Notes to the Account$
Ind8pondgnt Ex8mingr's Report
6t013
14

THE STANTON BALLARD CHARITABLE TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 5 APRIL 2024
REFERENCE AND ADMINISTRATIVE DETAILS
CHARITY:
The Sianton Ballard Charitablg Trust
CHARITY REGISTRATION NO:
294688
ONSTITUTION:
Primarily, charllable purposes wnnecled with the City of Oxford and its immediale
neighbouthood and ils inhabitants as the Trnstees shall from lime to lime at their
discretion detemiine andlor such other charilable purposes Iwhother or not connected
lo the City of Oxford and its inhabitants as the Trustees shall in like manner delerminel
TRUSTEES:
Life Truste8-.
Mrs Mary Tat8
appointed by Stsnton Ballard dec'd
Ordinary Truslees:
Mr Jthn Martin
- appointed by Oxford Rotary
resigned 22 January 2024
appointed by Trustees
appointed by Trustees
appointed by Trustees
- appointed by Trustees
- appointed by Trustees
appointed by Trustees
Mr Tony Woodward
Mr Howard Minns
Mr Christopher Impey
Mr Richard Wilsdon
Mr Garelh Thomas
Mr Nigel Morgan
SECRETARY:
Mrs Janet Minns
POBox957
Oxford OX19ZQ
ADVISORS:
Bankers..
Lloyds Bank plc
PO.Box 1000
Andover
BX1 1LT
Solicitors..
Knights Professional Services Ltd
Midland House
Wesl Way
Oxford OX2 OPH
Tèl: 01865 81171)0
Independent Examiner.. Critchleys Audit LLP
Beaver House
23-38 Hythe Bridge Street
Oxford OX1 2EP
Tel." 01865 261100

THE STANTON BALLARD CHARITABLE TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 5 APRIL 2024
STRUCTURE. GOVERNANCE AND MANAGEMENT
The Trust was established by Trust Deed dated 16 May 1986. The Trust was registered as a Charily on
25 June 1986, ils registration number b8ing 294688.
The Trustee body consists of the Life Trustee named atK)ve who was appointed by the Settler, a
Representative of Rotary Club ol Oxford and any additional tfustees appointed by Ihe Trustees (provided
that the total number of Tr4Jslees does not exceed 15). The suitability for post of potential new trustees is
considered by the existing Board members, including their qualifications for the role.
Particular
emphasis Is placed ijpon the appointment of Trustees wllh knowledge and experience relevant lo the
Charitils activities. Candidates musl receive a majority vole from other Board members tr) be elected.
Rlsk Managemont
The Trustees have identified the major risks which may affect the Charfty and have taken reasonable
steps to miligal8 those risks.
Objoctive5 and activities
The objectives of the Charity are primarily charitable purposes connected with the City of Oxford and ils
immediate neighbourhood and ils inhabitsnls as the Trustees shall from lime lo time at their discretio
determine andlor such olher charitable purposes (whether or not connected with Ihe City of Oxlord and
its inhabilanls as the Trus18es shall in like manner determine).
The Trustees have been meticulous since the death of the settler in having yearly a¢¢ounls prepared
and examined by independent accountants and their responsibilities for proper dealing with the Charitvs
business are taken very seriously. The Trustees meet approximately every 9 weeks lo consider the
applications.. their average altendanc8 is SIX.
The Trustees confirm that they have ieferred lo the gu¢dance contained in the Charily Commission's
general guidance on public benefit when reviewing Ihe Trust's aims and objectives and in planning
future activilies and setting the grant making policy for Ihe year.
Achlevgments and Performance
During the year, grants lolalling £167.045 12023.. £120,188) were made for a wtde range of charitable
purposes, mainly to Oxfordshire based charities and voluntary organisalions.
Flnanclal Review
Total incoming rèsources for the year ended 5th April 2024 were £231,320 12023.. £217.6791 and grants
distributed lotalled
£167,045 12023.. £120,188)- Administration expenses, including governance costs.
amovnl lo £18.796 12023.. £17.9081.
All grants are ilemised in a report attached lo the Minutes of Meetings.
The freehokj and leasehold properties, which are held for investment, are included in the accounts
at revaluation. All the residential properties and the commercial properly were revalued in April 2023.
The Trustees held the assets of the Twst in accordance wilh their powers during the year. The Trust8es
have absolute discretion lo invest the funds of the Trust.
No restrictions are placed on these powers.
They have delegated the management of investments to stockbfokern Charles Stanley.
All thè shares owned by the Trust al 5th April 2024 are shown in these a￿ounts al their market value.

THE STANTON BALLARD CHARITABLE TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 5 APRIL 2024 ICONTINUEDI
ReseTh•s Pollcy
The Trust has a poliey of retaining suffieient unrestricted rèserves to finan(* its planned programme and
meet its future financial obligations.
For this purposè. the Trustees havè establish8d systèms to monitor financial performarh¢è and to
for8casl the future commitments and 18serves for a minimum of 18 months ahead. Wher8 any
potential shortfall is idenlrfisd, the Trust has a policy of amending future activibes or eulting overhead
costs in ord8r to maintaiTt 8 suffici8nt level of unrèstricted reserves. This policy Is réviewed on an
annual basis.
TRUSTEES. RESPOMSIBILITIES
Chadly law requires Ihe Truslees tt> prepare accounts for each financial year which give 8 true and fair
view of the stat8 of affalrs ol the TFUSt and ol the surplus or deficit of lh9 Trust for that pgilod. In
weparing those accounts, Ihe Trustees are required lo:
selecl 5Ultable accounting poli￿eS and apply them eonsistenly
ake judgem8ntS 8nd esty'mates that are ￿asOnabl8 and prudent
state whether applicable accounts'ng slandards and statements of recommended praclioe have
been followed, subject to any departures disclosed and explained in the financial statements,. and
prepar8 Iha accounis on thè going.concem basis unles5 It is inappropriate lo presume ihat the
Trust will wntinué in operational existence.
The Trustees are responsible for keeping proper accounling ieeords which disclose wilh reasonable
accuracy 8t any time the financial position ol the Trusl and to Ènable them to ensure that the accounts
comply wilh th8 Charities Act 2011. They are also responsible for safeguarding the assets ol the Trust
and hence for ¢aking reasonable st&ps for the prevention and detec*ion of fraud and other irregularities.
Signed on behalf of th8 Trustees .
Mrs M Tale, Chairman.
Date signed
2310912024

THE STANTON BALLARD CHARITABLE TRUST
STATEMÈNT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED S APRIL 2024
Unre$trlcted funds
8ulldSrtg
fu
Total
fijnds
2024
Total
funds
2023
Ganeral
Income
Capital
account
Note
COMEA
DOWMENT
Income from other trading actlvlti•B
Rental in¢om8- re5idenlial
- eommercial
Listed Snv851M￿t irwJm8
Bank Inte￿51
188,796
15,167
25,744
1,613
188,796
15.167
25,744
1,613
181,545
73,500
22,634
TOTAL INCOME AND ENDOWMEIITS
231,320
217.679
EXPENDrruRE
Expendlture on ¢haritable a¢titAtI68
Charitable purpos8s in and
around th8 City of Oxford
Expendilure on rai¥ing funds
Prtsperty Costs- residerltial
¢omm8rcial
185,841
185.841
138,096
62,352
62.352
53,749
TOTAL RESOURCES EXPENDED
248,193
197,845
NET INCOME IEXPENDITIJREI BEFORE GAINS
I ANP LOSSES ON INVESTMENTS
116.B731
116,8731
25,834
NET OA1145 ILOSSESI ON INVESTMENTS
Realised gains on1151ed invastm8nt5
Unrealised gains on listed inve51meThts
Gains Ilossesl on rev8luatiofi of
Inv8Strnont prop8rt185
12,9401
15,556
12,9401
15,556
(2,908)
(14.T47)
165,fJOO
NET INCOME IEXPEP4DITUREI
116,8731
12,616
14.2571
173,179
Transl8r ￿8￿£￿￿ funds
Incomèlcapltsl 8qU81isatiort transfer
13,6751
3,675
NET MOVÉMENT IN FUNDS
120,5481
16,291
14,257)
173,179
OPENING FUND BALANCES
83,728
30,000
5.434,940
4528.668
5,355,489
CLOSING FUND BALANCES
43.180
30,000
5.451,231
5.524,411
5.528 668

THE STANTON BALLARD CHARrrABLE TRUST
ALANCE SHEET AS AT 5 APRIL 2024
2024
2023
Nots
FIXED ASSETS
Tangible assets
Propety investments
U8led inve51tnents
238
4,800,000
6SI,993
476
4.800.000
634.464
CURRENT ASSETS
Sundry debt(￿S and prepayments
Lloyds- main accwnl
rent d8POSIt a¢tount
rix8d terrn deposit
Investment account
4,717
44,452
8,0
40,0
4.921
3.596
95. 190
11,151
102,0
109,93T
CURRENT LIA81LITIES
Sundry creditors and a¢eruals
Rent d8posiI atcounl
10
10
120.9101
8.000
28,910
(16,209)
76,209
NET CURRENT ASSETS
73,180
93,728
NÈT ASSETS
5,524,411
5,528,668
REPRESENTING
FUNDS OF THE CHARITY
Capital accounl
In¢(xn8 account
Building rnainteftar￿8 fund
5,451,231
43.180
30.000
5,434.940
63,728
30.000
5,524.413
5.528,668
The note5 on pag88 6 to 111(m part of th8$e accouni8.
These ac¢ounls were approved by the Twste8s on 2310912024
Truste8
Twst88

THE STANTON BALLARD CHARITABLE TRUST
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 5 APRIL 2024
1 ACCOUNTING POLICIES
Charlty Informatlon
Stanton Ballard Charitable Trust is * charity registered in England and Wales. The registered office
off1¢8 is PO Box 957. Oxford, OX19ZQ
Golng concern
Al the time of approving the financial statements, the trustees have a reasonable
expectation that the charity has adequate resources lo continue in opefalional existence
for the foreseeable futtjre. Thus the truslees continue to adopt the going conceTn basis
of accounting in preparing the financ181 statements.
A¢countifig convontion
The finanelal statements hav8 b8en p￿pared in aw)rdan¢e vAth the charitls govemlng document,
the Charrties Act 2011. FRS 102 Yhe Financial Reporting Standard applieable in the UK and Republlo
of Ir&land' I'FRS 102.1 and the Chari118s SORP Accwnting and Reporting by Charities: Statement of
Recommended Practice applicable to charities preparing their a¢¢ount5 in accordance with ttTre
Financial Standard applicable in the UK and Republic of Irelend IFRS 1021. leff8ctive 1 January 20191.
The charity is a PutAic Benefit Entity as defined by FRS 102.
The financial statements have departed from the Charities (Accounts and Reports) Regulations 2008
only tD the extent Tequired to provid8 a Irue and fair view. This departuro has involved following the
s￿lement of Recornmended Pr8ctr'ce lor charities applying FRS 102 rather than the version of the
Statement of Recommended Practice bthich is referred to in the Regulations but which has Sin￿ begn
withdrawffl.
The financial st8tements arè prepared in sterling, which is thè functional currency of the charity.
Monetary amounts in these financial siatement5 a￿ rounded to the nearest £.
The financial stalem8nis have bee¥) prepared under th6 hlsiorical cost convention. Th8 principal
accounting polni85 adopted are set out t*low.
a} InGomlng rosources
Incoming resour￿$ are ueneTally rewgnlsed on a receivable basis and are repDrted gros5 of related
8xpendilure, where the amounts is reason8bly certain and wh8n thwe is 8dequte certalnty of rec81pt.
The follo￿ng specific policies are applied lo particular ca¢egories of income".
Income arising on investments. together With the associated tax credit is recogniged when ￿¢&bye￿.
Incom8 from prO￿rtY renl is accounted for in rep8Ct of the p8ri0d to which it relates. and is inclusive
of property cosls.
b} Investment assets
IMv8Stments are induded in tre balance she8l at market valu&. Gains or losses arlsing on revaluation
to market valua a￿ creditèd or charged in th$ Statement of Financial Activit185 as ihey arise.
c) Flxed assets
Depreclation is calculated uslng th8 following rates and basis to wte off the cost of fixed assets over
the expected useful Iiv8S'.
Office equiprnent
33 ln °k straight line
Furnilure and fittings 33 113 olo slraighl line

THE STANTON 8ALLARO CHARrfABLE TRUST
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 5 APRIL 2024
1 dl
Rèsources expended
Resources 8xpende¢ ar8 accounted for on an accwals baas and gross of any related
in¢ome. They ar8 classified under headings that aggregate all costs relat8d to the calegory.
Where costs cannot be dlrecuy attributed to parti¢ul8r headings, they have boen albcated IO
8ctiwties a basis conslstenl with use of th8 re50ur¢es.
Costs of generating funds Comprise the c0515 asswated wilh th8 tnanaggment and
adtninistr*ion of the Tru8V5 propertie5.
Cost5 of ¢harrt8ble a¢tNi1185 indudes grants paid and other dired costs.
Govemance costs illclud8 those costs, such as 5talulory aLSdit and legal and
professional fees, 8ssocialed w4th constrlutional and statutory requirernenls.
Fund accounting
Details and natu￿ of 8ach lund w set out in ntste 11.
GRANTS MADE
Grants made during the ygar totalled a value of £167.045 12023 £120.188
consider8d by the Board of Trustees and each grant made is itemised in a report
8ttached lo the minul8s of the meetings.
TRUSTEES REMUNERATION AND REIMBURSED EXPENSES
No romuner8tion was paid lo the Trustees during the year and £0 12023.. £01 was
reimbursed lo thern in respect of expenses incurred. Trustges. and offi￿r5, liability
Insuran￿ of £53312023.. £5211 was paid on IheiT behall.
DuTing the year, dose family members of one of the Trustees raceived remuneration
of £8,32612023.. £4,396) for sgcretarial services and £62512023.. £2081 for reimbursed
expenses.
CHARITABLE ACTIVITIES
2024
2023
Charitsble purpose$ In and around the Clty of Oxford:
Granls (see note 51
Postsge, stationery & telephone
Legal and professional fees
Property revaluation fee
Liability insurance
Sècretarial Se￿iCe8
Admin¢stralion assistant seThi¢es
Depreciation of office equipmerbt
Independent examinerfs fee
167.045
1,041
6.512
120, 188
586
8,187
1,920
521
533
3,000
5,326
238
2,146
1,396
238
2,060
185.841
138,096
Granls
General support costs
Governance costs
167,045
16,650
2,146
120,188
15,848
2,060

THE STANTON BALLARD CHARrrABLE TRUST
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 5 APRIL 2024
GRANTS
2024
2023
Advice Cent￿$ and TnJsts-
A2D Housing
Aspire
Blackbird Leys Neighbour Support
Citizens Ad￿￿- Abingdon
Citizens Advice - Oxford
Crisis Oxford
Connection Support
Edge Housing Support
Elmore Community
Homeless - Abingdon
Homeless- Cowley
Rose Hill & Donnin9lon Athice Centre
Sovereign Housing
Victim SupportlThames Vally Partner
Vale Academy Trust
Health Centres-
Abingdon Health Cenlr8
East Oxford Health Centr8
JR Children's Hopilal
Oxford Heallh NHS Found81ion TrLFsI
Authorities and other-
Oxfordshire County Councll
Other-miscellaneous
Organisalions and charities
ACT-Atdales Community Transform
Adapt
ARCh-Assisled Reading for Children
Archway Foundation
Arts at the Old Flre Station
Asthma Relief
As￿u￿ Welcome
At the Bus
Be Free Young Carers
Blind Veterans
Bridew811 Gardens
Br.Dyslexics
Br.Wireless for the Blind
Calibre Audio Library
Caudwell Children
Children Heard & Seen
Citizens Advice Oxford
534
4,259
3,134
1,263
3,089
750
12.816
570
13.556
3,219
2.099
590
335
13.749
1,210
6,696
600
4,476
3.245
7,350
1,031
2,270
3,015
{95)
970
308
790
525
750
600
753
4,606
659
1.945
400
1.000
1,000
1,000
1.000
1,000
1,000
1,000
1,000
1.000
1,000
1.000
1,000
930
500
1,000
1.000
1,000
1.000
1,000
1,000
1,000
1,000
500
1,000
500
1.000
1,000
continued on next page
70.064
58,013

THE STANTON BALLARD CHARITABLE TRUST
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED S APRIL 2024
GRANTS (continued)
2024
2023
Totals from previous page
70,064
58,013
Clear Sky Children's FoundalKJn
Concrete Youlh
Connection Svpport
Cruse Bereavement Support
Dementia UK
Dlsabled Sailors
Downs Syndiome Oxford
Donninglon Doorstep
Dream Holidays
Edge Housing
Emmaus Oxford
English Music Festival
Enrych
Fight Against Blindness
Flexicare
Footsteps Foundation
Frozen Light
Gatehouse The
Gingerbread
Handicapped Chidren's A¢tton
Happy Days Children's Charity
Hearing Dogs for Deaf People
Helen Arkell
Helen & Douglas House
Home Start
Homeless Oxon (Luther Str.)
Homeless Oxon18anbury)
Independent Age
Jennie's Children'8 Tnjsl
Joss S&archlight
Kids Cancer Charirty
Lennox Children's Cancer
Life Educalion
Listening Books
listening Centre
Living Paintings
Macular Disease Society
Maggies
Magic for Smiles
Marie Curie
Mary Hare Foundatio
My Life My ChcAce
Mwison Oxfordshire Ifomierty OABI
Newlife Charity Disabled Children
1,000
1,000
1,000
1,000
1.000
700
1,000
1,000
1.000
1,000
1,000
500
1,250
1.000
1.500
1,000
1,000
1.000
500
1.000
1,000
1,000
1,000
1,000
1.300
2.000
705
1,000
1,000
500
1,100
1,040
2,000
1.000
1.000
500
1.1K)O
1.000
500
1.035
1,000
1,000
1,000
1,000
1.000
1,000
500
1.000
1.000
1,000
1,000
500
1,000
1,000
1.000
1,000
1,000
1.000
1,000
1,000
1.000
1,000
500
1,000
1,000
1.000
1,000
1.000
500
1,000
500
1,000
1,000
1,000
continued on noxl paoe
114,194
85,513

THE STANTON BALLARD CHARITABLE TRUST
10
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED S APRIL 2024
GRANTS Icontinuedl
2024
2023
Totals from previous page
114,194
85.513
OCD Action
OneEighty
Orchard Counselling
Oxford Bach Choir
Oxford Churches Debt Centre
Oxfordshire Discovery
Oxford Foodbank Hub
Oxlord Hospilals Charity
Oxford & Dislricl Mencap
Oxfordshire Mind
Oxford Mutual Aid
Oxford Vvinter Night Sheker
Oxfordshire Youth
Oxsrad
Police Community Clubs
Porch The
Quest for Learning
RAW (formerly Pathway Workshop
React
Roald D8hl
Rosehill Ci)omunity Cupboard
Safe
Samaritans
Sands
Sebastion Trust
Seesaw
Shine
Special Effect
Sobell Home
Soundaboul
Style Acre
Sunny Day5 Children's Fund
Tall Ships Youth Tiusl
Teenage Cancer Trust
Thomley Activity Centre
Viva
Volunteer Llnk Up
Wallingford Famlly Centre
Willow
Wolvercote Young People's Club
Yellow Submarin8 Holidays
Young Lives vs Cancer
Other- less than £500 or last year only
Total all pald applicants
Pledges at 5 April 23
Plodgos at 5 April 24
1.000
1,000
1.(K)O
500
1,000
500
1.000
1,000
1,000
1.500
1.000
1,500
1,000
1,000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1,000
1,000
1,000
1,000
1,000
1,000
1.000
1.671
1.000
1,000
1,000
1.000
1,000
1.000
1,000
1,000
500
1,000
1.000
1.000
1,000
4,500
160,865
5,600)
11.780
500
500
1,000
500
1,000
1.000
500
1.000
1,000
1.000
1,000
f,000
1.000
1.000
500
1.000
1,000
1,000
1.000
1,000
1,000
1,000
1,000
1.000
525
1,000
1.000
1,000
1,000
10,000
122.538
(7.950)
5,6QO

THE STANTON BALLARD CHARITABLE TRUST
NOTES TO THE ACCOUNTS FOR THEYEAR ENDED S APRIL 2024
TANGIBLE FIXED ASSETS
OFIIco
oqulpmofit
Total
Cost
Al 6 April 2023
Additions durfng ye8r
AI 5 ApFiI 2024
Dgwgclatlon
Al 6 April 2023
Addilions during star
Al 5 April 2024
Net book valuo
Al 6 April 2023
Al 5 April 2024
714
714
714
714
238
235
476
238
238
476
476
238
476
238
PROPERTY INVESTMENTS
Re81dentl•l
Commer¢lg1
Totsl
2023
Cost
AI 6April 2023
Additions
Sales
AI SApril 2024
1,565.924
65.0
1,620.924
(At6A#￿*￿j)
1,620.924
1 565.924
55.0(X)
1 820.924
5ApI 2024)
7,620.924
Market value
Al 6 April 2023
AddilN)n8
S81es
Revaluallon
At SAprll 2Q4
4.530,rM)o
270,0(MI
4,800,0
(At5Aw130231 4,635,000
765,￿0
4.800,000
4.530.000
270.OtM)
4.800,000
IAISAw¥2024)
All the resideniial propert￿5 a￿￿ the cornmertyal propertywere revalued in Apiil 2023.
Valua￿on was oul by Property Fortnula, 8 RICS registerèd valuer.
LISTED INVESTMENTS
2024
2023
Opening tnart&tv8lue
Addiiions in year
Disposals In year al OP8ning market vaknè or cosl in ye8r
Nel unrealised gains I Ilossesl
634.464
87,522
186,5491
15.556
620.789
73,294
(44,8721
{14.7471
aosing market valuè
Re¥lised gains on disTx>s815
Dlsptrsals In yeai al opening mark8t value or cost in ￿ar
Sale proc&ed8
634 464
186,5491
83.609
{44,8721
4t.964
Nel fealised gain51110$8eg1
2.940
2,908
DÈBTORS
2024
2023
Other debtors
4.717
3.596
4,717
3,596
10 CREDITORS
2024
2023
Ac¢Fua15
Unpald granis
Sundry crtrdil(Ys
R?nl depogiaceounl
9.130
11.180
20,910
B.OOD
28.910
10.609
5.600
16.209
16,209

THE STANTON BALLARD CHARrrABLE TftUST
NOTes TO THE ACCOUNTS FOR THE YE*R ENDED 5 APRIL 2024
Goneral
Incom•
8ulldln9
fund
Copl¢al
4ccount
11 FUNDS
Total
Note
Slèiement offunds-
At 5 Apnl 2Q23
63,728
30,000
5,434,940
S,528,668
Incomg
Expendiiure
Property in¥eslmenl gains
Listed invesimenl gain5
Tran5f¢rs
Equalisalion trgnsfer
231.320
1248.1931
231,320
1248.1931
12,616
12,616
13,6751
3.675
At 5 Apnl 2024
43.180
30.000
5.451,231
5,524,411
Fund balgncas 81 S Atxrt 2024 ￿e represettsd by-
Tangibl* lixed a5$esls
Property investments
Listth inv88lm801s
Curr8nl assels
Current liabiiiiies
238
4,800,0(M)
6S).993
238
4,8(X),000
650,993
102,090
128.9101
72,09)
128.9101
30.WO
Total net assets
30,000
5,451 231
5.524.411
l of Ihe Tnjsi's furKI$ 8re unreslrKled. bul Ilwar8 des¥Jnai8d fw use a5 follows..
Income gccouni
lo be us8d f¢x ￿coY￿e and expenditurè in furtheranc8 of the charivs ebJect8
Bumlng fund
to be used ftrwsts related lo Ihe Irbveslment propwty
Capital account
lo be used for property and listed invsstrnenls, and related gal￿ and losses

13
THE STANTON BALLARD CHARITABLE TRUST
NOTES TO ThE ACCOLJNTS FOR THE YEAR ENDEO 5 APRIL 2024
12 2023 COMPARATIVE STATEMENT OF FINANCIAL ACTMTIES
UnrostrlGttrd fund8
General
Buildlng
Incomo
fund
Total
funds
2023
To181
funds
2022
Capltol
a¢count
INCOME AND ÉNDOWMENT
Incomo from other trading actlvltl85
Rental Income- residential
Gomm8rcial
Li$t8d inve51rnenl incorne
88nk intorest
181,545
13,500
22,634
181.545
13.500
22.634
175,665
13.500
18.810
Donallon$ & legacles
12
TOTAL INCOME AWP ENDOWMENTS
217,679
217.679
207.975
EXPE
Exppndltur• on charltsblè actlvltlos
Gharllable purposes in and
around the Gity ol Oxford
Exp8ndlture on ralslng fund$
Property ¢osis- residential
¢ommereial
138.096
138,096
118.816
53.749
53,749
49,943
670
TOTAL RESOURCES EXPENDED
191.845
191,845
169,429
NET INCOME IEXPENDrruREI BEFORE GAINS
AND LOSSES ON INVESTMENTS
25,834
25,834
38,546
NET GAINS ILOSSESI ON INVESTMENTS
R8ali5ed gains on listed inveslm8nts
Unrealised gains on listed inveslyngnts
Gains11088esl on rèvalualion of
investment propertl8S
12.9081
114,747)
12,9081
114,7471
257
43,783
185,lJX>
165,000
NET INCOME IEXPENDITiIREI
25,834
147.345
173.179
82.586
Transfer belween funds
Incomglcapilal equalisati￿ Iransfer
131.8061
31,81
NET MOVEMENT IN FUNDS
15.9721
179,751
173.179
82,586
OPENING FUND BALANCES
89.700
30.000
5.255,789
5.355,489
5.272.903
CLOSING FUND BALANCES
63,728
30,000
5,434,940
5.528.668
5.355,489

14
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE STANTON 8ALLARD CHARITABLE TRUST
I report on the accounts of the Charity for the year ended 5 April 2024, which are set out on pages 4 10 13.
Responslbilitles and bas16 of report
As the Trustees of the Charity you are responsible for the preparation of the finanacial ststements in
accordance with the requ5rements of the Charities Act 2011 Ilhe 2011 Actl-
I report in respect of my examination of the Charills financial stalmenenls carried out under section 145 of
the 2011 Act. In carrwng out my examination I have followed all the applicable Directions given by tho
Charity Commission under sectton 14515llbl of the 2011 Act.
Independent examinerfs statement
I have wmpteled my exarllinalion. I confimi that no matters have come to my attention in connection with
th8 examination givin9 me cause lo believe that any material respect..
1. accounting ￿ cords were not kept in respect of the Charity as required by section 386 of the 2006 Acl; or
2. the financial statements do not a￿ord with those records., or
3. the financial statements do not comply with the appTeciable requirements concerning the form and conlenl
of accounts sel out in the Challties (Accounts and Reports) Regulations 2008 other Ihanany requirement
that the accounlsgive a true and fair view which is not a maller considered as part of an independent
examination.
I have no concerns and have come across no other matters in connecllon with the examination to which
attention should be drawn in this report in order lo enable a proper understanding of the financsal
statements lo be reached.
AlexandgT Tomklnson ACA
Crltchl•ys Audlt LLP
Beaver House
23-38 Hythe Bridge Street
Oxford OX12EP
Dated 0811012024