Charity registration number 505869 CHARITY OF EMMA DORIS BUSSEY ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 CHARITY OF EMMA DORIS BUSSEY LEGALAND ADMINISTRATNE INFORMATION Trustees Balvant B D Patel OBE Philip P Page Stephen S Simkins G Gende Ann A Reaney Nicola N Hack Charity number Independent examiner Azets St David's Courl Union Street West MidlarKIs United Kingdom IM113JE Bankers Bardays Bank PIC Bilston branch Investment advisors HatTis Allday Ground Floor Beech House Anchorage Avenue shrey￿)Ury Business Park Shrewsbury SY2 6FG CHARITY OF EMMA DORIS BUSSEY CONTENTS Page Trustees. report Indepentsnl examin￿$ report statement of financial adivities Balance sheet Notes to the fin¥￿lat statements 7-16 CHARITY OF EMMA DORIS BUSSEY TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2025 The trustees present their annual rep(Mt and financial statements for Ihe y&2r erKled 31 Marth 2025. The financial statements have been prepared in aC￿rdan￿ wth Ihe accounting pcAiues set out in note 1 to the financial statements and comply with the ChaTiWs Deed of Tntst. the Charities Act 2011 and "A(xounting and Reporting by Charities: Statement of Recommended Praclice applicable to charities preparing their accounts in accordance with the Financial Reporting StWKlard apph"cable in the UK and Republic of Ireland (FRS 102)" (eftdive 1 January 2019). Objectives and activitles The Charitys objects are to relieve persons of the ￿￿kY*￿.ng dasses V￿￿ are resident in the area of the fomier Borough of Bilston:_ a) Aged and other persons are in conditions of need. hardship or distress. b) Aged and other persons are sid(. cOnvale￿nt. disabled. handicapped or infirm. where suth relief is not readily available to them from other sources. It is the present policy of the Trustees to exerase their p(Mers by making Grants to organisatiorB providing help for pet50ns within the terms of the Ttust The trustees confirm that they have referred to Ihe guidance contained in the Charty Commission's general guidan￿ on public benefft when reviewing the Trusfs aims and objectives and in planning future ath"vth"es arKI setting the grant making poky frir the year. The Charity's Funds are principaly invested n a porttolio of investrnents managed by HarisAllday. The Trustees meet on a regular basis to consider grant apFlications received by the Clerk to the Twstees and the investment income is distributed in the fomi of Grants. Applications for assistance are enccwraged all are sympatheb"calty reviewed. The Tntslees are able to fund these activities because of the income from a portfolio of long-tenn. high yielding. Govemment SeCurrt￿s and Holdings. which enable funds to be made available to meet app&"cat￿nS when received. The ChariWs Funds comprise restricled EndOW￿nt Captsl Funds. the income from whith is used to ￿nd Grants within the temis of the Trust. The trustees heve paid due regard to guidance igsued by the Charity Commission in decidin9 what activiti0$ tha Charity should undertake. CHARITY OF EMMA DORIS BUSSEY TRUSTEES. REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Public benefits of the Charitys grdnts Bilston Senior Citizens Federation use the grant tovrards the cost of gm￿ vouchers at Christmas to 1,000 pensioners in Bilston to exchange for meat and vegetables at t￿￿) local shops. All the other old persons. dubs ￿ care homes use their grants eiiher to fund a Christmas meal or to furKI a summer outing. All schools in Bilston can appty eath year for a grant. which is spent on enharKing fa(ilities at their schools or on funding school trips. The Scouts & Guides make use of1heir grants. fitsty. for making improvements lo their premises and secondty for group outings. Compton Care provides inwient & outpatient (2re for many Bdston residents. The Coronary Care Volunteers provide staff to supervise the afterc2re of heart attack patients. Beacon Cerrtre f(* the Blind visit and supply Bilston residents with various aids. The Charity's involvement the disabled is tlwough ￿ants to Special schools that have a great need for fvnding for specialised equipment The Special schools and disabled s(Kieties also use their grants to enable carers to have a welpeamed break. Bilston Team Ministy use the grants for supp(xb"ng their Tree Festival. to F*ovide rerfeshement for the Communty Harvest & towards building tepairs. Bilston Swimming Club used their g￿t for pwchasing competiton dothing. Achievements and perfommnce The Accounts for the year ended 31 Marth 2025. are shown on pages 7 10 14. The Statement of Financial Activities on page 7 shows the incoming resources available to the Trustees and the extent to which those funds have been spent. This. together with the Balance Sheet on page 8, shThvs that the CUfTent marf(et value of the Charity's Funds, from whth it will generate income to meet ts future oblwns. is £628.158. The Charty held £36,143 in bank balances and short-teTm deposits at 31 March 2025. and in the Trustees opinion, the Charity corth.nues to be in a posth'on to pursue rts charilable obJ"eclives in the future. Investment income has inueased in this year and the trusl is presenty able to meet all legitimate daims for grants. During the year the Charity has paid Grants raYJing fr(xn £100 to £6.820 to 33 beneficiaries (2024 beneficiaries). These grants amwnted to £27,202 (2024 = £26.220) and are included in the Accounts. Financial review It is the policy of the Chaiity that unrestsided furKls which have not been desKy￿ed ft)r a speufic use should be maintained at a level equivalent to between three wxl six month's expenditure. The trustees consider that reserves at this level will ensure that. in the event of a significant drop in funding. they will be able lo continue Ihe Charitys current activib.es while consideration is given to ways in ￿lch aL*Jittonal funds may be raised. This level of reserves has been maintained throughout the year. structure, governance and management The charity is an unincorporated Registered Charity. The goveming instrument is a Deed of Twst ￿ated on 27 June 1974. CHARITY OF EMMA DORIS BUSSEY TRUSTEES. REPORT (CONTINUED) FOR THE YEAR ENDED 31 AIARCH 2025 The trustees served during the year and up to the date of signatUTe of the fr￿￿al statements were: Balvant B D Patel OBE Philip P Page stephen S Simkins Gary G Gentle Ann A Reaney MI￿1a N Hack New Twstees are appointed by the Board of Trustees ts a period of fve years. The Clerk to the Trustees is Mr Wllliam M. Wllkams (appointed 20 July 201n. The trustees. report was apFwoved by the Board of Tntstees. Philip P Page Chalrpernon 102S CHARITY OF EMMA DORIS BUSSEY INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CHARtrY OF EMMA DORIS BUSSEY I report to the trustees on my exanination of the finan(ial statements of Charity of Emma Doris BLEsey (the Charity) for the year ended 31 March 2025. Responsibilities and basis of report As the trustees of the Charity you are res￿nsIble for Ihe pre￿ation of the finatKial statements in accordan￿ with the requirements of the CharitiesAd 2011 (the 2011 Act). I report in respe(* of my examination of the Charivs fir￿￿la1 statements carried out under sedion 145 of the 2011 Act. In Ca￿yIng out my examination I have followed all the applicable Direcb"ons gtven by the Chanty Commisgon urKJer sethon 145(5}(b) of the 2011 Act Independent examiners statement Your attention is drawn to the fact that tr￿ charily has prep* financial statements in aCcOrdar￿ with Accounting and Reporting by Charities preparing their accounts in accordan￿ Whth the Financial Reporting Standard applicable in the UK and Republic of IrelarKI (FRS 102) in preferen￿ to the Accounting and Reporb"ng by Charities: Ststement of Recommended Practi￿ issued on 1 April 2005 *t4ch is referred to in the exlant regulations but has now been withdrathn. l understand that this has been done in order for fin￿￿la1 statements to provide a true and fair view in accordance with GenerallyAccepted Accowrting Practice effethve for reFxxb"ng p￿S beg"nning on or after 1 January 2015. I have completed my examination. I confirm thal no matters have