THE JACK BRUNTON CHARITABLE TRUST
TRUSTEES, REPORT AND FINAYI CIAL STATEMENTS
FOR THE YEAR ENDED
S APRIL 2024
Rcgistercd Chariti. Number- 518407

THE JACK BRUNTON CHAIUTABLE TRUST
ACCOUNTS
YEAR ENDED 5 APIUL 2024
Cor￿ENTs
PACE
Trusleeg thnnvJl report
Independent auditorfs re￿rt
Staleinen( of lu)snGial activities
Bolull¢¢ sl)eet
Nolcs lo the 4¢counts
10-14

THE JACK BRUTrITON CIIARITABLE TRUST
TRUSTEES, ANNUAL REPORT
YEARENDED S APRIL ?0?4
Th¢ tn]sl¢es plLasur¢ in prcscniujg Iheir retA)fi and the fllkincial $lalCII)Lnts of llic trusi fur yLYr
ended 5 April 2024.
REFERENCE Af4D ADMINisfRATIVE DETAJLS
RegislLhred thsirity, namc
The Jack" Bnullon Charithbk Twsl
Charity rcglstn)tlon number
i18407
Trustees
Mr J A Lumb OBE
Mr D W Noblc
Mr D A Sii'allow
Ms C A Dickinson
Mr A Dickins
Mr T lopling
MF¥" J Sl¢phcnson
appoinlpAI 16 Novunber ?023
Administrotoi.
David A Sivallow fcA
Commerci81 House, Bridge Road. Siokesley. NoTth Yorkshire, 'L"S9 SAA
Audllor
'rint]le's LLP
MedH•y House. Fudan Way. Teesdllle Business Park.
Slockion on Tec4 TSI 7 6EN
SollLllors
Ltttimcr Flink-s
5-8 Prieslgaie. Darlingloi). Count). Durhaii4 DLI INL
Bnnk¢r5
Burclays Llunk" plc
42 HiBh Strce¢ Stokesley. North YoTk"shire,'rs9 >DQ
Investment monnger5
Rathb¢)nes
lig Nui. Bond Sire¢t, Londory Wl S 2UD
STRUCTURE, GOVERNANCE AND MANAGEMENT
The Jack Br￿lon Chariknble I'r￿1 is an unincorporaled trusL Consliluted urwjer a tr￿1 deul dat￿1 l Oclober
1986 and re8]￿ered a5 a charily. nuniber $18407. under the provisions of Ihe Charities Act 1960.
The (rust set up in 1986 iMth u porlfolio of investsnenls given by Jnek Brunlon and subsequent
endoiiThieDÉs iycre r￿l￿ed from bis cslalc and olhcT Wtilcinents.
The endoll￿ettI3 OTr invcsled in m&nagcd funds there are no restrictions on the tw￿¢e￿ poii'ers to
Thc iiicoiiic gcncraled by thL trusi fund is applid in accordallce ii'ith ￿ objecls of th¢ IrusL boii'cirr
capital May also be distn'buied at the discretion of th¢ tr￿8[¢¢$.

THE JACK BRuwfoN CIIARITABLE TRUST
TRUSTEES, ANNUAL REPORT
YEAR ENDED S APRIL 21)24
STRUCTURE. GOVERNANCE AND MANACEMENT (eoniirtiied)
In￿lees, i¥ho are appointd M, Board of Trnslccl mccl four limcs a Year to consider ii,hat donlltions
sliould b¥ iiiade.'I'h¢y have <ippoinled an adininistralor to deal i*ith the (lav lo Jai. adiiunistsxlion of
donations and the pmee&8ing clnd handling ot <7ppli￿tiOns.
RISK REVIEW
'll)e Irusl¢es hai'¢ reviey'ed the illajor risK"s to ii'bich Lhe ir￿l is ¢N?osed and es(ablish¢d syslen)s and
procediires lo mnnage those risk-s.
ORIECTtVES AND ACTIVITIES
'I"he objects ot the tr￿$t are lo benefit lh¢ populalion ol the villages and toiiy]s iviihin Ihe bouThlary ol. the
North Riding of York"shire prior lo Ihe boundary chonees in 1974, by making donttlions to needy charitable
cau¥es.
ThL iruslees confirni that th￿, hait refcrrd lo the 8uidancc conloinryl in Ihc Charil) CoinilliSSiOii'S gencrul
guidance on i)ublic benel'il when rnieA¥in8 ihe trust's ainis and objectives.
ACHIEVEMEI NTS AND PERFORMANCE
Duruig th¢ )'¢ar thc trust continuLxI to supporl a vari¢L> ofngcdj, cau5c4 inak.ing donations (0 98 diffLYLni
charitable orga7Jisalions.
FINANCIAL REVIEW
ThL funas iiunasciiiLml 8¥n￿ll[L￿ incoiiie of£303.407 auri118 thL' vcar: a rclurn ofiiior¢ thwi 2.3 %
on the limd value, and troni (hal inconie donations amountin8 10 £280,550, as deltsiled in Uie aecowils. Ivere
Ivadc. Adniini51rntiipe und goirrnance cosls lotsJl]cd £27,577 ond ihe result iiis u nel decre&%e in
unr¢stricled lunds of £4.719.
Invesljnenl v&lues lell during the fwsl ol th¢ }'cor bui did r¢covLr loivurds the CLXI 01202) und in
earli- 2024. AI 5 April 2024 the valuc of the tn￿1.$ endoivmenl fund £11.472.Ci63.
RESERVES POLICY
Unrcslrlcl￿ r¢s¢Tr'¢s are held in order lo provide funds ivhich can be deS18￿led io specific projrct5 to
enable such projects lo be undertaken at short nolice. and to coiw the associatrd adininistration costs.
runds orc aiso re£￿In￿l lo cover any donJlions plcdgcd bJt nol ygt puid.
At 5 April 2024 unrestricied futxls ii'¢re £68,i86, ithich Ihe Ir￿￿e¢S fecl is higher than is gencrully needed
lo Li)¥il ihe5e short lenii Tequirenienls. Hvii'¢v¢r, lh¢ trU￿¢¢S llionitor and reiiLiv ihe I￿￿] of rcsYrvLS al
their qiiarterl!, In¢etillBS and the swplus funds i*ill be di8tributed to wor(h!'. eauses ivhen suitsble appI￿atiOnS
ar¢ r¢¢¢AIL.d.

THEI JACK BRUNTON CHAIUTABLE TRUST
TRUSTEES, ANNUAL REPORT
YEAR ENDED 5 APRIL 20?4
STATEMEf4T OF TRUSTEES, RESPONSIBILITIES
ThL truslces are rcsponsible for preparing Ihc truslces, rcport and the fjjmncial sliilcnicnis in accordai)ce
Ivith applicable laiv and Uniled Kingdom Accounting SL￿dards (UniieA Kingdoill GeDerall}" AccepLed
Accounling Praeliee).
Law 81)plicAble 10 ch￿ltieS in England and Wal&% FequiTrs the IrLLStees to pre￿￿ I"inancial sl&)tements t.or
cach fInar￿1￿1 year ii,hich giiic a truc and fair vi¢ii' of thc sthie of a(fairs of ilic Irusl ol. thL IllCOlI)in8
resources and 4ppli¢alion ol"r¢sourc¢x lor d)aL )'ear. In p￿parIng th￿e fmancial slalei)ienls, the trustLLS are
rcquircd io,.
,gele¢t siiitable accounting policies and clpply them consisl¢ntl)"
obscn'c Il)c iiictliods and principlcs iii Il)c Chnrilics SORP.
niake judgenients and ¢slili￿leS thel are reasonable and p￿￿¢n(
state ivheihor llpplicablc accounting slandards hove been folloived. subjeei lo ani, Ihaleriul
dLparlures disclosed eiplain¥d in fuJanLial slaleii)enls' lind
prepaTe ihe financinl slaleinenls on Ihe goitig concern b&sis unless it is inapproprtAle to i)resume
thL' Ir￿1 wyill conliiiue in opcralion.
Thc trustces ar¢ r¢si)onsible for mninlliining propeT occounling records ivhich diselnsc iiitli r¢asonabl¢
uccura¢>' al Any llliie tile fin41ncial position ol" Lhe lJusl and ivhich enobl¢ thwii tv ¢nsur¢ Ib411 the fili1￿CIal
stateinenls coini)1s il'ilh the Charilies Acl 2011. the Chorili. (A¢counls and Rei)ons) Re8ulation$ 2(K)8 lind
Ihc provisioA)s ol Ihc Inisl dLL'd. Thcy arc al¥0 r¥sporL%ibl¥ for ba(L%uardinB iIIL IiSSL'ls ofthL' (rusl w)d
l)ence tor taking rcess)nable steps for the preirntion und delection ol" linud and oiher irregularities.
lil so tar as th¢ tru¥l¥¢s are Aivare..
IhLrL 15 nv infoniMiioTr of ivhich ihe tru5¢'5 audilors urc unuii'urL'
the inL$tee8 hil I'e laken all sleps that thei, D￿ht lo h￿-¢ tskcn lo make tlieiiiseliies allvre of any
releiianl infonnation llnd io csknblish that the audilors are aiiare of t])al infoniiation.
Approved by the Iwstees on 21 Noveniber 2024 gnd signed on their Ixknlf bi,:
D W NOBLE
Trusle¢

THE JACK BRUNTON CHAIUTABLE TRUST
INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES OF THE JACK BRUNTON
CHARITABLE TRUST
YEAR ENDED S APRIL 2024
OPIIYION
We haiye alxliled the r)nan¢ial stalanenls ofi'he Jack- Brunlon Charitable Trust ('the ch¥vily') for the ie8r
endcd i April 2024, M'hich coiiiprise thc Sthteinent of financial Activities, Bnlon¢o Shccl aiid nolcs to the
linancial slalen)enls, including significanL accouniin8 wlicics. The Imancial rewrtins fr￿￿}elv0rk Ihul has
been ai)plied in their preparnlion is applicable laii. and Unitd Kingdom Accounting Standards Olnited
KIngd￿ll Gcncrally Accepi¢d Accounlin8 Pr4cli¢c). including finarKial RcportiDg Skn)dard IO2.
In OLW opinion Ihc fmancial 5tatenicnts:
give ll Irue and foir i'ieii. ol" thc 51alc of Ihe chnritlls niTaiTS FAS 015 Ai)ri12024. And of its
illCOlllin8 resourccs aThl uppli¢ulion ol. rcsourcL'S. includin8 ils incoinc Lip¢iidilurL, for ijie
year then ended.,
hav¢ been properly ple￿d in occordan¢u iyith Unilcd Kingdom Gencrnlly Acccpted
AccI)￿lIng Praclicc. and
hov¢ been pre￿Ied in accordanee iiiih the requirements of the Charities Act 2011.
BASIS FOR OPINION
We condu¢l¢d our audit in accordance ￿1th Inlernaiional Slandurds on AL￿)11￿8 (UK) (ISAS (UK)) aiid
applicnble laii,. Our responsibililies under thos¢ stan(lard.8 4r¢ I"urth¢r dcscribcd in th¢ oudiiovs
rLspon5Abilili¢¥ for uudil orth¢ linnnciul slal¥ll)¢nls ¥¢clion ol'our tL'purl. We urc iiidependent of il)e
¢harits' in accordance iviih Ihe ethical requirements Ihat ire relevart lo our audil of ihe financial staleinents
in Uic UK, includin8 Ihc FRC'S Ethical Sitsndanl, und ivc liai'.c (￿rIlled our othcr clhicdl rL'spoiisibiliti¥s iji
accordance Mith these require]nen￿ We belie￿￿ ll￿1 the audil evidence ive have obiained is sullicient and
ppropriate lo proiode u basis for our opinion.
CONCLUSIONS RELA TNG TO COING COIYCERN
In aiidiling the financial 5tataiienls. w¢ hAi."¢ concluded Ihat Il* tsIL8tevs' use of the 8oinB coNem basis of
accountinB in thc prepaialion of the financial stalen￿lits is thppropriale.
Bused on the ivork" lit htsve perforn)ed. ive have nol idenlified anv m&ieriRI uncertninlies relating to wrnts
or condilion¥ ihal, individually or eollcciivcl),. niay cDsl significani doubl vn Ib¥ clwrily's abilil), lo contin￿. u5
a going concern for a period ofat leasl hvElI'e mon(hs from iith¢n ihe t-maT)cial slalements ure autborised
IOT ISSUQ.
Our Tcsponsibi]ities and the respon5ibililies ofthe tTuslees with ryct 10 80ing concern are described in
ihe rclevanÈ secllons of this repori.
OTHER INFORMATION
Tlie other infonnalion ¢￿￿priSeS the infomalion included in the trustees, annual Tq)Ort. othcr thon the
rinancial sthteJnLnis arKI our fiudiLorfs rcp)rt th¢r¢oTh The ljvslees arc rcspon5ible lor I1￿ udL'r intornialion.
Our opinion on the financial slalements d(ts not c(x'er the ollier infonn&tion and we do not express any
lomi of absiirancL' conclusion Iherco

THE JACK BRUNTON CHARITABLE TRUST
INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES OF THE JACK BRUNTON
CHAIUTABLE TRUST
YEAR ENDED s APRIL 2￿4
OTHER IIYFORMATION (conliniied)
Ow responsibility is lo read the other infonnauon and. in doing so. consider ivhether ihe oih¢r infonnalion
is m<llerially incon5islenl ii'ith the fu)aneial 51algJncnts or our ￿[￿1vIc￿Ee oblaincd in Ihc ¢oursc of the audtl
or otheThiqse appears lo ￿ ￿￿￿rIall1. 1iii5slaled. Ifii'e identifi, swh inal¢ri&l inconsistencies or app1L r¢nl
material misstnlements. llre required lo delennine iil)ether this gives rise to a malcrial mis$tttt¢m¢nl in
th¥ fingncial slalLiiicnts theiiiselvL'$. If, bused on I1￿ iiork- Ive perloniiLxI. Ive con¢lud¢ IherL is
malerial inissiaten)ent ot this other infonnation, ￿.¢ are required lo iepon thal I'ael.
We haire nothin8 lo re￿rt iti this regard.
MATTERS ON WHICH WE ARE REQUIRED TO REPORT BY EXCEPTION
We h41,¢ noihin8 lo rcwTI in rcspecl of ihe folloii.ing ittallers in r¢lalion io u,hich the Charilies (Aceounts
and Reports) R¢8ul8tions 2008 require us 10 report lo vou it", in our opitiion:
ihe infoni)ution given tn the tr￿le￿I reporl is inconsisi¢nl in an). malertal respecl ii'iih di
tinancial siatenienls., or
SLI￿1¢1¢nI accounting records hgI'¢ noi Ix'cn K¥yl' or
the l'in￿¢18] $lAl¢iiients are r￿1 in agreeinenl ii'ith Ilie aerounling r¢¢ords' or
it hove not receii'ed nll the intorn)ation and eNylonolions ii-c r¢quire for our audit.
RESPONSIBILITIES OF TRUSTEES
As explained InoT¢ fully in th¢ t￿$1¢¢￿ responsibllilies siaienienl sei out on pa8e 3. Ihe trustces are
responsiblc for pr¢￿￿tIon of ihe finllnciol stalcments and for bein8 solisfied that they giiie o true and
lair iyiew, tsnd for such inlcnial control as the irustc¢s dei¢niiin¥ is necL'5sary io enable (hv prcparnlion OL".
financial sllllement5 thot 8re free Irom material ¥ni8sratemenL M'heiher due lo fraud or error.
In i)r¢paTin8 the tinancial statements. the trustees are responsible t-or assessing Ihe charitys abilit), lo
conlinu¢ ns n going concLTn. disclosin8. as appli¢oblc. matters reluled io going eonecm and usiiw Ui¢ going
coiicern b<lSiS of acco￿lin8 unless the trusiees either inlend io liquid¥* Ihe cbarity or to cease operutions.
or hove no realisti¢ aliErnative bul lo da $0.
AVDITOR'S RESPOPISIBILITJES FOR THE AUDIT OF THE FINANCIAL STA TEMENTS
We hai'¢ been appointed as audilor UTKlcr s￿￿On 144 01 Ihe Clwtlie5 Aci 2011 alld report in accorda￿¢
¥vith the Act and relevanl Fegulations n)ade or haling effect thereunder.
Our objectiiies are lo obtsin reasonable asswance aiK)Ut iyhether the financial statements as a m.bole arc
freL. troni iiialerial inis5tatc]ii¢nl: 11,hgih¢r duc to fraud or ctror. and lo issu¢ an auJilOf'S re￿rt that includes
our opinion. Reasonable assurdnce is a l)igh I￿¢1 ol"assurnnce. bul is noi a g￿T￿lIe¢ thal an audil conducted
in accordanc¢ iiiih ISAS (UK) IITII aliiiays dctc¢t a material misststcment ii'hen il eN15ts. Misstalemenls can
arise L"rom Irdua or Ltror and ur¢ ¢onsidered in￿l￿rIal i(, individuall), vr in Jggreg¢ii¢. they could rL.￿Onabl
be ¢Ny¢Cl￿ to intluence the eeononiie decisions ot users taken on Ihe basis of these finar£ial statenients.

THE JACK BRUNTON CIIAIUTABLE TRUST
INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES OF THE JACK BRUNTON
CHARITABLE TRiIST
YEAR ENDED S APRIL 20A?
AUDITOR'S RESPONSIBILITIES FOR THE AUDIT OF THE FINANCIAL STATEMENTS
(coiiliiiiL¢d)
The eilenl 10 wluth our proc¢dur¢s are Ca￿b]e of detecling 1￿c8￿1)ri11c& including frnud. is dctailcd belou,:
Mt identified the key In1￿ arml regulations applieable to the chorily IhTough dISc￿s1on5 iiitli tJi¢
ii)unugeiiienl und froiii our knoivl¢a8ty aiml ¢XPLricncc of ihL svclor ll) Mtiich IhL ci)urily 01)cruleb',
tocussed on laii's tmd re8ulatio￿ ivhere il iwds considered thal non-coinpliance could have
a dirc¢l and matcriol iimpact on Ihe t-]nancial slatciiicnts or th¢ opcrnlion8 of the charily. Nihtch
included the Charities Acl 2011 and FRS 102..
E assessed the extent of coinpliaT]cc ii'iih ihe laivs And regultttions identified aboi'e ihrough
ii)aking cn4uifiLS of i￿na8u11￿ll und us parl of our procedures oil rL.laled finunciul slutLI))enl
ite])Is. includin8 inspecting ai)plicable doeument8tion'
cissessed thc 5u5ccplibililY of thc chllritys finoncial slaiLillcnls lo malcrial 1ni5slalern￿nL
including obknining an understanding of hoii, tra￿1 mighi occur. bi. making ¢nquiTies ol.
nianagei)ient reg¢irdin8 Ihcir knoii.ledge of iietuol. suspcded ond 811¢8cd fraud and bs, 11SS¢5sing
oiher focts)rs including, but noi limiied lo, th¢ rul¥ olaccounling estli￿les. int¢n￿l con¢tol
51131enis. management override and joumal enlries.
AudAI procedures perft.0rnl￿ by th¢ ¢nga8emenl team then Included th¢ folloivin8 (usin8 a sainple basis as
api)licable):
considering issue$ reBllTding income r¢co8rJition:
tcslin&i ofjournal cntsics and complcN IrJnsaclion4
considering th¢ rationjle behind ideniified SI￿}rIC￿nI or unusual transactions. and
a5￿$s1n£ ivhciher judgenienls llnd asswnptions mode in the Calculation of any ideiitificd nothbl¢
¢co￿lI1n8 estiillates appeartxl Teasonablc.
11 is nolLd thul. in liBhi OL th£ inherenl luiiifalions orun a￿]11, ts a risk that IIL iviu nut d¢iccl ull
itteguiarilies, includin8 those leading 10 u material nusslalemenl in lh¢ t-mancial stat￿￿ents or non-
C￿ni)IlanCe ￿1th reBiil%iliorL This risk inerellses (he more thal coii)pliftnce iiryth ic Inii, or rcL¥ulalion is rei))oii
L'roiii lh¥ ¢i'enls and irnnsilctions r¢flcclcd in the fi￿nCIal slalwiienls. as w¢ iiill b¥ I¢s5 likulv lo be¢oiii¥
aii•re of inglanees ol"non.¢ompliance. The Tisk. 1$ 81$0 waler regarding itregulorilies occurring due to
rraud ruLhir Jhun ¢ttor. as fraul involkes intcniiontsl co1￿call￿eThI. forgcry. Collusion. ￿nI$s1On or
Inisrewesentslion.
A further (kscription of our respon5ibililies is available on th¢ FRC'S iv¢bsile at..
￿￿￿￿.Fr¢.org.U￿Jaud1t0rre￿XjnsIbIIil1Cs. This description fonns part of our auditors report.

THE JACK BRUNTON CHARITABLE TRUST
INDEPENDENT AUDITOR'S REPORT TO THE TRUSTEES OF THE JACK BRUIYTON
CHARITABLE TRUST
YEAR ENDED 5 APRIL 2024
USE OF 015R REPORT
Tliis report is made soleli, to the charilvs trnstees. as a body. in accordance ii'iih Part 4 of the Charities
(Accounts and Rep)rts) Rcgulalions 2008. OUT oudit ii'ork has becii under(ok-cn so thalive iiii811I slatL to
Ihe Cliariiy's trustees those li￿tterS are required 10 51ale lo theiii in an audilofs reporl and lor no oijier
puqx)se. To the fullest eilenl perniilted by laiv. do not ac￿p1 or n&wme responsibility io anyone other
tlian ¢l)e elwrily u￿[ the thirilys trUSteL￿ as a Ix)dy. for our audil iVQTk. for thiis rei)orL OT Ivr th¢ oprnivns
we hai.'¢ tonned.
I"iiidle's LLP
Chartered Accounlanls and Sthtulory Auditors
Medivay l-Iou¥L
udan Wa),
Tecsdalc Busincss PoTk
Siock-lon on I'ees
TS176EN
Dalc..
PgLcbviLo( ?. L(ft
Tiiidlds LLP is eligible Lor appointsiicnl us audilor of the chariiy by virtue of il$ eligibiliv for appvinuiicnl
a% auditor of a cornpany under Section 1212 of Ihe Cofflpanies Aei 2Th￿.

THE JACK BRIJNTON CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
YEAR ENDED S APRIL 21)24
Unrestricted EndoivD)ent Total Fund% Toidl funds
Funds
Funds
2024
Nole
INCOME AND ENDOWMENTS FROM:
[i}ijeslin￿Its
303.408
303,408
328,452
T(yfAL INCOME
303,408
303,408
328.452
EXPENDITURE ON:
Rfjisins funds- investment rnano8enient cosls
ChoriLublL Jclivil¢cs
Governance wsts
41,YJ6
41,906
302,948
S,179
41,iO3
309.923
2,901
302,948
5.179
TOTAL EXPENDTfuRE
308.127
41,906
350,033
354.327
NET ll¥COktEI(EXPENDITURE) BEFORE
GAINSI(LOSSES) ON INVESTMENTS
(4.719)
(41.906)
(46,62))
12),875)
Nel gyinO(Ios8￿j on I￿¢3￿￿¢nts
315,194
315,194
(770,417)
Net incoin¢l{oNpenditure)
(4,719)
273.288
?68,569
(796,292)
Trllnsfers betii'een funds
NET MOVEMENT IN FUNDS
(4,719)
273.2811
268,569
1796.292)
RECONCILIATION OF FUNDS
-l-ola1 lunds brougl)t toni￿d
11.199.375
11.272,680
12,(*)8,972
TOTAL FUf4DS CARRIED FORWARD
68.S86
11,472,663
11.$11.249
11,272,680
'nK' sthl¢in¢nt or ruMn¢ial aclii'ilies include5 all gains and losses in th¢ i'c4r threfore a sthiL'iii¢nl or
total rcco8nised gains lossr8 has rrt)I been prepared.
All ol.the abov¢ amounls Telate lo eonlinuill8 aclivities.
The notes on pages 10 to 14 fonn part of these o¢cDunL8.

THE JACK BRUNTON CHAIUTABLE TRUST
BALANCE SHEET
S APRIL 2024
2023
Note
FIXED ASSETS
Inveslillenis
11,472,663
11,199.375
CURRENT ASSETS
Debtors
Cash al bank
22,475
50.911
21,359
i4.2)6
73.386
75.615
CREDITORS: thmounty falling dut
Svlthin one year
4,800
2.310
NET CURRENT ASSETS
68,586
73,305
NET A&SETS
11.541.249
1,272.680
FUNDS
Endoiiin¢nl lund
Unrestricted income ftind
io
11,472.663
1,199.375
TOTAL FUNDS
11,541,249
11272,680
Approved by the ini8t¢es on 21 Noiien)bcr 2024 and signed on Iheir khalf bv:
J A LUMB OBE
Trustees
The noles on pa8cs I O to 14 forni part of thcsc accounts.

THE JACK BRUNTON CHARITABLE TRUST
NOTES TO THE ACCOUNTS
YEAR ENDED S APRIL 2024
ACCOUNTLYG POLICIES
Basis of •iccountlng
The accounls have been prepared in accordance Mlth the trust's con81iwlion. Ihe Charities Act 2011
and "Aceounling and Rcporiin8 bi. Charitics.. Staloiicnt ofRecoillniend¢d ￿a¢ll¢¢ appliciible to
¢harilies preparing their ac£ounts in uccordance w'ith thtt Tr'inancial Reporting S￿ndard applicable in
the UK Republic of Ireland IFRS 102)" (as amerKled For accounting periods coi)Iniencing froiii
l Jfjnuory 2016). The Irusi is o Pl￿11¢ Benefii Enlil}' as defined bi. fRS 102.
Th¢ trusl bas lakcn lldvantaBc of proN'isions in the Sthicinent olRccthiiillcnded Praclicc for
charities applyin8 FRS 102 Update Bullelin l Th)t to pr¢par¢ a s¢atemenl of cllsh tEoivs.
The accounis hove dep￿rt￿ froni ihe Charili¢s (Acc1x￿(S and Reports) Rcgulalioits 2008 only lo lh¢
eylent required to Provide a true and fair iyeii.. Thls de[￿rtUre has invol1..￿ folloii'ing Ihe Staiement
of R¢coiniiicndL.d Pracli¢e for charitics applying FRS 102 rdthcr thun I￿ ier5ion ol the Slaleillent
of Recomi7)ended Practice ivhi¢h is referred lo in th¢ Re8ulaiions bul iyhich has since been
1vitlidral￿.
The accounis are pre￿reAl in slerlin8. ithich is the functional CUTrenc5' of the Irusl. MonetaTI'
aiiioun15 in these fil￿￿[al si4lLxii¥mls are rOU￿lLd lo th¢ nLarcsl £.
Th¢ occounls bE¢n pr¢porcd undcr the liisloricol cost convention, modified lo include inveslinents
at niarkel vulue.
Ineorne expendltu
Incoine nnd cxpcnditUTe ore tncliided in the slolemcnt oftinoncial Ctiiyities on the accruals ￿7$1$.
Ini'e5tsiienl incon)¢ 8gneroled b). ¢ndownieni [l￿d is included us unTeslricl¢d income.
Ini'ostm¢DIs
Im'eslments nre shoiim al their niark-¢t i.'aluc oi EM111 nce sheet date. Unreolis¢d and relllised
ini'esunenl 8uins and loss¢¥ are sl)oiin ngl in the slal¢In¢nl of financial u¢livAlies.
io

THE JACK BRUNTON CHAIUTABLE TRUST
NOTES TO THEACCOUNTS
YEAR ENDED 5 APRIL 20A?
INVESTMEf+fT INCOME
Unrestricled Tot•l Funds -fola1 Funds
Funds
2024
2023
Incom¢ froni listed investmenls
BnnK- intcresl recei1￿￿
303,407
303,407
328,450
303.408
303.408
.128.452
CHARITABLE ACTtVlTIES
Unrcstrict¢d Totnl Fund¥ Toial Fund5
Fuftds
2024
2023
Donations (nol¢ S)
Adii)inT8lration fees
W¥bbile
Postage and stationer),
Ijank. c1)￿slS
280530
21,898
280,550
?1.898
24
370
106
286.988
18
422
109
370
106
302.948
302,948
309,923
GOVERNANCE COSTS
Unrcstri¢tcd Totsl Funds Tothl funds
Fund5
2024
2023
Audit fees
Accountunc), fees
"rruslees, irKlenmitJ' inSura￿e
Trnvel and in¢eling cxpenses
40(K)
4,lJOO
1.380
930
403
188
160
219
160
219
5.179
5,179
2,901
li

THE JACK BRUNTON CHARITABLE TRUST
NOTES TO THEACCOU]W4TS
YEAR ENDED 5 APRIL 2024
DONATIONS
DurTng thc )rar thc follomkng don&tiorts lo institutions ivcre inad¢ by the Irusl:
?024
Yorkshire Air Anibulonce
Greul Noiih Atr ￿lIbulance
Sa]iburn Skatepark
l.lorriol 1.10spicL. l.lomceure. ThiTsk
K'l"S Acadeiny. Brollon
LinN Yoiiih Project. Middlesbrough
St Caiherine's E4ospice Trust
Si Leonfjrd's Hospice
Si Tli¥restt's Ilo¥pic
'I"he Blue Book. York
Teesside Poivcrchair
Weslivuy Open Arins, Scorborvugh
Open County. H￿￿0g￿le
BoosbLck' Villag¢ I lall
Conii)iiinity Works, 'fhirsL
Fli2PPy DI1yS Charily, North York-shire
J¢sbic's I'-UDd, York
Osinoiherley Village Holl
PrL..lovLd Toys, South Bank.
Salibum Aihlelic Fooiball Club
Scarboccia Club. ScnrEM)rough
ScarboTouglVKyedale Rescue
2nd Sioke$ley Guide5
Siok'Lsley l.lockev Club
Tees5ide Flospice
Cojiiiiil￿Itj fvrnilure. York
Danby Wiske Village Holl
Ensl Coivton Villilge Hnll
Rei'ilul Nonh YorKshiT¢, WeslLrdak
Scarborough YMCA
Sn41pe Inslilul
Tees Valley Women's Ccnire
The14ut, York-
Whizz Kid5. North Yorkshire
Coiiimunily Satety Education
20,IMbO
8,tl(M)
5,000
5,DIKI
i,OIKI
5,0(K>
5,0
5,0
4.OlX)
4.ofx
3.250
3.01
3.OIKI
3,O(M)
3,(1(M)
3.000
3,000
3,0(
3,0(K)
3,(1(K)
3,0(Kl
3,0Th)
?.s(K)
2,50D
2.51KI
2,5(
2,51M
2,5110
2.51KI
2,5(Kl
2,2(Kl
63 other donAlions to Insti￿[10￿5 of £2.(KLI or le￿ each
1011,600
28(1.&50
12

THE JACK BRUNTON CHARITABLE TRUST
NOTES TO THE ACCOUNTS
YEAR ENDED 5 APRIL2024
NET CAINSI(LOSSES) ON INVESTMENTS
Endoiyment
Funds
2024
Revttlualion ol" initstsllLnls
GaIn￿(lo$s¢S) on sale of Ini￿lmentS
241,7?9
315.194
FIXED ASSET INVESTMENTS
Ll¥ted
Inve5tmenty
Cost or i'aluotion
At 6 April 2023
Additions
Valualion changes
Disposals
11,199,375
2,218,271
241,729
{2.186.712)
Al i ApTiI 2024
11,472,663
Carrying amount
At S April 2024
11,472,663
At 5 April 2023
I l.J99.37
Flied Asset Tnvestmcnts revalued
'rhe hisiorical ￿51 ot the tiled asset Inv¢stsiienls held at the lear ¢nd iivs £8,187..33)
(2023 - £7,958.622.
DEBTORS
2024
Othcr debtors- ini.'e5tmenl incom¢ rec¢iNryble
22,475
13

THE JACK BRUNTON CHARITABLE TRUST
NOTES TO THE ACCOUNTS
YEAR ENDED S APRIL 2024
CREDITORS: amounts fallillg due i) ithin onc I'car
2023
AccNats
4.80U
2,310
10 FUNDS
I'he endoiwn¢nt fund represeTJts ihe initial gil"I made M, Jaek Brunton to sei up the charitable trLL8t in
1986 and subs¢qiionl endoiinicnts froin his csthlc ond othcr settlenients. Incoll￿ llri5ing on U
endoivillenl fund can be used in acrx)rdanc¢ Mith the objects ot'the trusl and is included as unr¢stric(ed
inco]ne. Any clli?ilol ￿1n8 or 10s5&8 arising on rhe inv¢stsnLnts forn] i)art of the tund and inveslinenl
Iivinu8¢Jn¢nl ¢harB¢S relalin8 10 (he fund arc chor8¢d a8ainsi fund.
Tlic urtrcslriclcd fijnds are those fijnds ￿til¢b the Iruslees arc fr￿ to usc in accordarte M'illi Ihe
cliarilable objecls.
ANALYSIS OF NET ASSETS BY FUND
Unrestricted Endoivmcnt
Fund$
Funds
Totol
FuDd5
riAed t¢ssets- initstsnents
Nei eurr¢nt ￿58¢15
11,472,663
11,472,663
615.-<A6
68,586
11.472,663 11,541,249
12 TRUSTEES, RKMU]YERATION AND EXPENSES
None ol-the trwi¢es Teceivcd any mnuneralion from the tnw durin8 Ihe Ye￿ ended 5 April 2024.
Trav¥1 ¥xpe05es ol £113 I￿rE paid to tr￿IC¢S (2023 - £L88).
13 RELATED PARTY TRANSACTIOP4S
Sis'alloiv & Co, Cbartered Accounlonts. a business owied by Mr D A Sii'alloii,, one ol" the (nib"IL¢s,
provides odininislrntion senices lo the irusl. During the I,￿r ended i April 2024, £21.898 Il'as paid lo
Sii'alloiy & Co for Ih¢se SCLVICCS (2023 - £21,801)-
14