## **THE EDDLESTON SETTLEMENT** **FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2025 REGISTERED CHARITY NO 299574** JCS Accountants Ltd 5 Robin Hood Lane Sutton, Surrey SM1 2SW 1 ## **THE EDDLESTON SETTLEMENT** ## **INDEX** ||Page| |---|---| |Charity information|2| |Trustees’ report|3 - 4| |Independent examiner’s report|5| |Statement of financial activities|6| |Balance sheet|7| |Notes to the accounts|8 - 10| 2 ## **THE EDDLESTON SETTLEMENT** ## **CHARITY INFORMATION** ## **TRUSTEES** Mary Ann Eddleston Michael Eddleston ## **PRINCIPAL OFFICE** 27 Kings Lane Sutton Surrey SM1 4NY ## **BANKERS** Lloyds TSB Bank PLC 49-53 High Street Sutton Surrey SM1 1DT ## **INDEPENDENT EXAMINER** JCS Accountants Ltd 5 Robin Hood Lane Sutton, Surrey SM1 2SW 3 ## **THE EDDLESTON SETTLEMENT** ## **TRUSTEES’ ANNUAL REPORT** ## **YEAR ENDED 31 DECEMBER 2025** The trustees present their report together with the financial statements of the charity for the year ended 31 December 2025. The financial statements have been prepared in accordance with the accounting policies set out on pages 8 and 9 and comply with the trust deed of the charity and have been prepared in accordance with the Charities Statement of Recommended Practice 2019 issued by the Charity Commission and Financial Reporting Standard 102. ## **GOVERNANCE** The charity is governed in accordance with its Trust Deed dated 21 January 1987. ## **OBJECTIVES** The charity supports general charitable purposes for the benefit of the general public and mankind by making grants to individuals and organisations. ## **ACHIEVEMENTS** During 2025, the charity was able to continue to make gifts to support various causes including medical and educational establishments. ## **RESERVES POLICY** The trustees have considered carefully the issue of reserves. The charity is in the fortunate position that it has no contractual obligations, making grants only as considered appropriate. ## **INVESTMENT POLICY** Investment policy is reviewed as necessary. ## **RISK ASSESSMENT** The trustees again considered carefully the possible risks associated with the operation of the charity. In their view these remain minimised by actions already taken. ## **PUBLIC BENEFIT** The trustees have had regard to the Charity Commission’s guidance on public benefit when reviewing the charity’s activities for the year. ## **REVIEW OF THE PERIOD AND FUTURE PROSPECTS** Funds have continued to be invested predominantly in fixed income securities to achieve a satisfactory level of investment income. The reserves of the charity were £665,214 (2024: £644,674) at the end of the period. The trustees regularly review the level of reserves held by the charity and are satisfied that they are appropriate to its current circumstances. In the view of the trustees, the charity’s future is likely to be similar to that of the past. THE EDDLESTON SEMEIIEIIT YEAR ENDED 310ECEM8ER 2025 sTATEM￿T0P TRUSTEES. RESPO148￿ affairs ofthe ¢hanty oftr% irKm oTrJ tharty fr*thal penod In prepwry those finwal stalerrents ts truslees shoukj.. folrM*d. $ut4edto any d8pwIw8 d￿d¢S&j aThJexFdW￿ n Ihe state￿￿3.. charty wll untrue m ewsienee. tili* the flnanc4al posrti￿ ol Ihe and enaNe Il*m lo ensurè the finar4Jal statemerrt$ fxxnplywlh tl quirements ol ChaM*skl 2011. TW we aLqO respMst4e knsafeTh4wttiNJ assets ol the chaity •Thl Trustee Dale. 8 2026 REPORT OF THE INDEPENDENT EXAMINER TO THE TRUSTEES OF THE EDDLESTON SEMEMENT en(Je4J 31 D￿nter*72S as 8etout ￿ r•Jè$ 6 10. R•sponslbMltkns and basls crfrewt As the Charity's Irustees. you are responsible for th8 prepar8tKJn of the 8ccount$ in 8c(x)rdancè with thtr quinThnts ofthe Chariti8s Act 2011 ￿ 2011 A£fi. YINJ are sats"sfi&J Ihat the acc(MJnts c4 the Charfy are not uired by chanty tts t* avdrted aThJ have chosen instead lo have an independenteManNnation. I r?￿rt in r8SFed of my eyaminat￿ Chwty's xcwnts out under wlirm 145 olthe 2011 Act and In c¥ryirKJ ry exaninalion, I haveft•**d al DYwYi)ns tha Clwty Cornn￿sKIn und tion 14515llbl ol the 2011 Act. An indèpendènt examinal￿n dces nol invokn 41 Iho lh* wojld bè roquirod in an audit 8nd cOnsequen￿Y (be5 ￿tc0ver al Ihe rnatt￿$ that *) aLK1itor conshjws ￿ giVMW thw opinth on the accounts. The F48nning and of an audrt gces beycffid fv lynw thot an WKlep&vJeni èxamination ean prov￿$. Cons8quentJy l extw rm) 8510 %th8th8rtr* &cou)ts Iru8 la￿ and my report o lunited tg thos8 matters sel outin the IndepeTrkntexaminer'$ $tat¢wt. I have compl•téd my •xaminatson. I ccnfimi thai no m•¢t*rs h•v• ¢Oft￿ to my attentbn In ec4)n•don with th• •xaminalion which 9ives m¥ ¢au$* lo b8li•v8'. aC￿￿ntry I￿(1$ Thxkept il vAlh6th 1XI crfthe 2011 Art the accounts do nol¢cmpty wth the appk4￿ requirements corteming Ihe fom and content ol nts sèi oul n the CharA*s 8n¢J Repytsl Regubtk￿S 2008 otherlhan ￿Y requirgmonl Ihal the accounls ar*J W vthwhth A noL8 matter fxrnx1e￿ as pwtofan irvjeperthnt exarnin3tion', or Ihexcounts h8ve ncA bean FY•pw*J fvi 8Cttrfd￿wth the rn8thc4ts8TrJ prir¢¥4e5 dthe Stalernenl of R￿MM6￿Je￿ acuuntiThJ reporting by Chan1￿ applcable lo Charit￿ yeparing their acThwntg in accordarK8 th thè Fw)anrJal SlaThJwd awAiGgble UK Rgpublic of Ir8land IFRS 1021. I have ro C￿¢$mS and have ccrn au05s noother matters in rmrwbon Iha oxaminats'ort10 whiGI att8nts.on should be dravm in thi8 reportin udwto ofiab￿ a proper understanding ofthe accountsto be reached. Mlriam Hthon FCA CTA JCS Accountants Ltd S R¢*in Hrjyl Lane Sutton. Surrey SM12SW 2q J{AL￿ 2oZ& 6 ## **THE EDDLESTON SETTLEMENT** ## **STATEMENT OF FINANCIAL ACTIVITIES** ## **FOR THE YEAR ENDED 31 DECEMBER 2025** |**Note**
**Income from:**
_Investments:_
Income from fixed return investments
Bank interest
**Total income**
**Expenditure on:**
_Raising funds:_
Investment management costs
_Charitable activities:_
Grants
2
Other:
Independent examination
Printing , postage & stationery
**Total expenditure**
Net gains/(losses) on investments
**Net income/(expenditure)**
**Net movement in funds**
**Reconciliation of funds**
Funds brought forward at 1 January 2025
**Funds carried forward at**
**31 December 2025**|**Total**
**2025**
**_Total_**
**_2024_**
**£**
**_£_**
33,958
36,298
475
2,784| |---|---| ||34,433
39,082| ||144
144
45,500
40,000
990
642
160
26| ||46,794
40,812| ||| ||32,901
(2,874)| ||20,540
(4,604)| ||20,540
(4,604)
644,674
649,278
665,214
644,674| THE EDDLESTOW SEfTLEIAENT 8ALAtICE SHEET ASAT31 DECEM8£R 202S 2024 Fl¥•d Investrwrts 619.￿7 517.212 Cath ai Dafik_ LW 8¥ Cuh •t bwk. StOthbrt*ef 1.7aS 45,221 127,052 47.(h)7 670 46.OJ7 127,162 ToiAI M••¢• l•w ¢uMnt IWIlNU•• .214 644.674 N•¢ M••t• 655.214 Fund• UNe511￿¢rt 5.214 884 674 e*s.214 884 674 MAEddknsl38 Degrees
AgeConcern Banstead
AGS Foundation
Beyond Autism
Blood Cancer UK
BowelCancer UK
BowelResearch UK
BrainTumourResearch
Endometriosis UK
Freedom FromTorture
HelenArkell Dyslexia
Imperial CollegeLondon
InternationalSpinalResearchTrust
Jigsaw S.E
Leatherhead Operatic Society
Mission Rabies
Nara
National Tremor Foundation
Neuroharmony
Parkinson’s UK
PrincessAlice Hospice
ProstateCancer UK
StamfordGreen Primary School
SupportDogs ForAutism
SupportOur Military Veterans
The ITPSupportAssociation
TheMaggie FlemingAnimalHospice
Thrive
Woodland Trust|**_2025_**
**_£_**
2,000
-

500
2,000
2,000
2,000
1,000
2,000

2,000
2,000
2,000

2,000

2,000

-

1,000
2,000
1,000
-
2,000

2,000
-

2,000
2,000
2,000
2,000

2,000

2,000
2,000
2,000
45,500|**_2024_**
**_£_**
-
500
-
-
2,000
2,000
2,000
2,000
2,000
1,500
1,000
1,000
2,000
1,000
-
2,000
-
500
3,000
2,000
1,000
2,000
2,000
2,000
2,000
1,000
2,000
2,000
1,500| |---|---|---| |||
40,000| 10 ## **THE EDDLESTON SETTLEMENT** ## **NOTES TO THE ACCOUNTS** ## **FOR THE YEAR ENDED 31 DECEMBER 2025** ## **3 INVESTMENTS** |**INVESTMENTS**|| |---|---| |As at 1 January
Additions
Disposals
Unrealised gains/(losses)
As at 31 December
The original cost of the investments was|**_2025_**
**_2024_**
**_£_**
**_£_**
517,212
572,620
94,996
57,338
(23,703)
(107,487)
30,702
(5,259)| ||619,207
517,212| ||587,663
519,859| All investments are held primarily to provide income for the charity. All investments are listed on a recognised UK stock exchange. ## **4 RELATED PARTIES** The trustees were paid no remuneration in the period nor were any expenses reimbursed to them.