CHARITY NUMBER: 527204
GEORGE HUDSON'S CHARITY
UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED
5 APRIL 2025

GEORGE HUDSON'S CHARITY
INDEX
YEAR ENDED 5 APRIL 2025
CHARITY NUMBER: 527204
Contents
Pages
Legal and Admin5slration Details
Trustees, Report
Report of the Independent Examiner
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
9-18

GEORGE HUDSON'S CHARITY
LEGAL AND ADMINISTRATION DETAILS
YEAR ENDED 5 APRIL 2025
CHARITY NUMBER: 527204
Trustees
Mr. P. W. Taylor {Chairman)
Mr. G. L. Spencer
Mrs. D. McKenzie
Mr. G. E. Brown
Mr. P. R. Wood
Mrs. G. Walker
Mr. M. Dixon
Secretary
Mr. G. Johnston
Address
47 John Street
Sunderland
SR1 1QU
Bankers
Bardays Bank PIC
53 Fawcell Street
Sunderlar
SR1 1RS
Indopendent Examlners
Torgersens
East Suite, Ground Floor
Avalon House
Si Catherine's Court
Sunderland
SR5 3XJ
Solicitors
McKenzie Bell Limrted
47 John Street
Sunderland
SR1 1QU
Investinont Managers
Brewin Dolphin
lime Central
Gallowgate
Newcastle upon Tyne
NE14SR

GEORGE HUDSON'S CHARITY
TRUSTEES, REPORT
YEAR ENDED 5 APRIL 2025
CHARITY NUMBER: 527204
The trustees wesent this report together with the financial statements of the Charity for the year ended
5 April 2025. The financial statements have been prepared in accordance with the accounting policies
set out on pages 9 10 11 and comply with the current slalutory requirements, the ￿qUIrementS of the
charity's governing d0￿meNt and the current Statement of Recommended Practice.
Structure, Governanco and Management
1.1 The Charity known as George Hudson's Charty was founded by a Scheme made by the Charity
Commissioners under the Charitable Trusts Acts 1853 to 1887 on 5 August 1890
registered
harity number 527204 as varied by Schemes made by the Mlnister of Education on 20 Novembor
1947 and 12 October 1960 and amended by a Scheme dated 24 January 1991.
1.2 The Charity is an endowed charity, and all administrative Charges are discharged out of incorne..
subject thereto all the income is applied to the objects of the Charity.
1.3 The trustees are appointed by resolution of the existing twstees and are at present 7 in number.
The maximum number is eight.
1.4 Meetings of the TTuslees are held six limes a year 8t wh￿h all decisions regardlng payments of
benefits are made and reports from the investment Managers are review.ed.
1.5 The Charity employs a part-lime adminislralor who deals with the payments lo beneficiaries.
other adminislralive matters are dealt with by the Secretary. Mr G. Johnston who is a solicitor at
McKenzie Bell Limited, Solicitors, Sunderland.
1.6 The Charity owns the freehold premises 54 John Street. Sunderland.
1.7 The adminislralor is also employed part lime by The Sunderland Orphanage and Educational
Foundats'on Ilhe Foundation) and the Secretary is also Secretsry of the Foundation. The object5
of the Foulldalion are lo benefit persons of either sex under the age of 25 years who are resident
in the former County Borough of Sunderfand and the neighbourhood whose parents or one of
whose parents are dead, disabled, separated ￿ divorced and who are in need of financial
assistance.
Objectives and Activities
2.1 The objects of the Charity are the education, maintenance, support and dothing of boys and girls
whose father is dead or incapacitated first preference, other things being equal, for such of them
as are children of sailors or pilots belonging lo the Port of Sunderland and a second preferen￿.
other things being equal, for such of them a$ were born and are resi¢Yent in the Ancient Township
of Monkwearmouth.
2.2 The charity aims to meet its objects through the payment of monthly allowar)ces and provision of
clothing vouchers lo those children and young people who qualify as beneficiaries under the terms
defined in the said objects.
2.3 The charity seeks lo raise the necessary funds lo meet ils objects through investments in listed
company shares and UK gills.
Public Benefit Statement
3.1 The Iruslees have had regard to the Charity's Commission guidance on Ihelr legal duty on publi
benefit, and are satisfied th81 the Charity delivers public benefit, and due regard is paid lo the
guidan￿ on public benefit when deciding on what new projects the charity should undertake.

GEORGE HUDSON'S CHARITY
TRUSTEES. REPORT
YEAR ENDED 5 APRIL 2025
CHARITY NUMBER: 527204
Achievements and Performance
4.1 As al 5 April 2025 there were 24 children receiving allowances and all children eligible to re￿1ve
allowances during the year received their allowances.
Financlal Review
5.1 The Iruslees, policy in relation to reserves is to er)sure Ih8t in the event of a signrfi¢anl reduction in
income the Iruslees Could at least maintain the regular payments lo those benefiuaries who have
ome lo rely on them.
5.2 By a resoluliofi d21ed 251h July 2023 the tnjstees borrowed the sum of £10.000 from r*rmanently
endowed capital funds lo fund repairs within the basement of 54 John Street Sunderland SR1 1QH.
5_3 A lease of the upper floors of 54 John Street was granted for a period of five years commencing
on 1 St March 2024. Rent re￿1Ve￿ during the yearwas £5,875, a dec￿ase of £1,125 on the previous
year.
5.4 The free reserves of the charity excluding investments are currently £2,984.
5.5 The cash funds of the charity at 5 April 2025 have decreased by £5.011.
5.6 Total payments lo benef￿larieS have increased by £603 from the previous year.
5.7 The income of the charity has decreased during the year by £13,230. This was due to the receipt
in the previous year of a donation of £12,279 from Sunderland Orphallage and Educational
Foundation and the grant of a rent-free period on completion of the lease refeff￿ lo in 5.3.
Investment incom8 increased by £624.
Statement of Trustoos, R•sponslbllltles
6.1 The Tnjstees are ￿quIre(l to prepare a￿Ount5 for each financial year which give a true and fair
view of the slate of affairs of the Charity and of the Slalemenl of Financial Activities of the Charity
for that period. In prepariro those acwunls the Trustees are required to..
seleot suitable accounting policies and then apply them consistently..
make judgements and ests'males that are reasonable and prudent.,
follow the recommendation of the Charity Commission and of the accounting professionwith regard
lo form and content of Ihe financial statements and to disclose and explain any departures
therefrom., and
prepare accounts on the going concern basis unless il is inappropriate lo presume that the Charity
will continue lo operate.
The Trustees are responsible for keeping proper records which disclose with reasonable accuracy
al any lime the financial position of the Charity. They are also responsible for safeguarding the
assets of the Charity and hence for taking reasonable steps for the prevention and the detection of
fraud and other irregularities.
6.2 Insofar as the Iruslees are aware..
there is no relevant information of which the charity's independent examiners are unaware., and
the trustees have taken all steps th21 they ought lo have taken lo make themselves aware of any
relevant Information and lo estatjish the independent examiners are aware of that information,
Investment PollGy and Performances
7.1 The Trustees, investment objective is lo maintain and enhance the value of the fixed assets over
the long term in order to maintain and if possible, increase the income available for the purposes

GEORGE HUDSON'S CHARITY
TRUSTEES, REPORT
YEAR ENDED 5 APRIL 2025
CHARITY NUMBER: 527204
of the Charity.

GEORGE HUDSON'S CHARITY
TRUSTEES, REPORT
YEAR ENDED 5 APRIL 2025
CHARITY NUMBER: 527204
Rlsk Assessmgnt
8_1 The Truslees have considered any risks lo which Ihe Charity might be exposed and are satisfied
that the administralive, investment and financial procedures which are in place minimise the risk of
any loss lo the Charity.
Approved by the Trustees on Wilv il Lv
and signed on Iheir behalf by..
Chairman
Trustee

GEORGE HUDSON'S CHARITY
REPORT OF THE INDEPENDENT EXAMINER'S TO THE TRUSTEES OF
GEORGE HUDSON'S CHARITY
YEAR ENDED 5 APRIL 2025
I report on the financial statements of the Charity for the year ended 5 April 2025 which are sel out on
pages 7 to 18.
Re$po¢tive r•Bponslblllty of trust995 and ¢xamlner
The Charity's Tnjstees are responsible for the preparation of the financial statements. The Charity's
Trustees consider that an audit is not required for the year under Section 144121 of the Chafilies Act
2011 1.the 2011 Acl"} and that an independent examination is needed.
Having satisfied myself that the charity is not subject to audit under company law and is eligible for
independent examination il ￿ my responsibility lo-.
examine the accounts under Section 145 of the 2011 Act..
to follow the procedures laid down in the General Directions given by the Charity Commissioners
(under Section 145{5llb} of the 2011 Act),. and
to slate whelhef particular matters have come to my attention.
Basis of independent examlnerfs report
My examination was carried out in accordance with the General Directions given by the Charity
Commission. An examination inclijdes a reviéw of the ￿OUntIng records kept by the charity and a
comparison of the unaudited financial statements presented with those records. 11 also includes
consideration of any unusual items or disclosures in the unaudited financial stslements and seektng
explanations from you as Iruslees conceming any such matter5. The prO￿ureS undertaken do not
provide all the evidence that would be required in an audit. and c0fi5eouenlly no opinion is given as lo
whether the vnaudiled financial statements presenl a 'true and fair vi￿. and the report is limited to
those matters sel out in the statement below.
Independent •xaninetrs statement
In connection with my examination, no matter has come lo my attention..
which gives me reasonable cause to believe that in any material respect the requirements.,
to keep accounting records in accordance with section 130 of the 2011 Act., and
lo prepare financial statement5 which a¢¢ord wlh the accountirwJ recor(Is, comply with the
accounting requirements of the Charities Act
have not been met," or
lo which. in my opinion, attention should be drawn in order lo enable a proper understanding of the
financial statements lo be reached.
Mrs Alison Henshaw FCCA
Torgersens
Chartered Ac￿￿ntantS
Ea51 Suite. Ground Floor
Avalon House
Sl Catherine's Court
Sunderland
SR5 3XJ
Dale..
/1 /z6

GEORGE HUDSON'S CHARITY
STATEMENT OF FINANCIAL ACTIVITIES
YEAR ENDED 5 APRIL 2025
Unrestricted Restricted Endowrnent
Income
Income
Capital
Fund
Fund
Fund
Total
Funds
202S
Total
Funds
2024
Notes
Income
Donations and Legacies
Other Income
Investment Income
8,500
8,5CKJ 21.229
5,875
7.CK)O
16,756
16.132
5,875
16,756
Total Income and
Endowments
22,631
8,500
31,131
44.361
Expenditure
On Charltable Activities
Net LosseslGains on
Investments
20.023
7.574
4,953
32.550
36.655
11,346
11,346 126,9241
Gains on Revaluation of
Freehold Property
Net IncomelExpenditUf•
2,608
926
116,2991 112,7651
34,630
Transf8rs be￿een Fun(Js
Nel Movements in Funds
2,608
926
116,299} 112,765}
34,630
Total Funds at 6 April 2024
376
8,031
651,543 659,950 625,320
Total Funds at 5 April 2025
.9.5z ￿ figiias 65
All operations are classed as continuing.
The notes on pages 9 10 18 form part of these financial slalemenls

GEORGE HUDSON'S CHARITY
BALANCE SHEET
AS AT S APRIL 2025
Unrestricted Restrict￿ Endowmgnt
Income
Incom•
Capital
Fund
Fund
Fund
2025
2025
2025
Notes
2025
2024
Fixed A5Sèts
Property
Investment Property
Investments
40,357
40,357
40.537
112,500 112,500 112.500
473.601 473,601 487,936
10
11
626.458 626,458 640,973
Current Asséts
Debtors
BalatKes al Bank
12
4,000
6.901
4,082
4.704
8,082
20,562
629
25.573
8,957
10.901
8,957
8.786
28,644
26,202
Creditors.. Amount Folling due
within one year
13
{7,917}
{7,917) 17,2251
Not Currenl Assets
786 20 727
Not A55ets
Represented by:
Funds
14
Authorised & Approved by the Trustees on eg10 I IWL
Trustee
Trustee
The notes on pages 9 to 18 form part of these financial statements

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
Accounting Policies
Basls of Preparatlon
These unaudited financial slalements have been prepared under the historical cost convention
as modified by the inclusion of investments at market value, and in accordance with..
il the Statement of Recommended Practice: Accounting reporting by Chari1185 preparing
their accounts in accordance with the Financial Reporting Standards applicable in the UK
and Republic of Ireland (FRS 102) issued October 2019 ISORP 20191
ill the Financial Reportiro Standard applicable in the UK and republic of Ireland (FRS 1021
iiil the Charities Act 2011
The unaudited financial ststements are prepared in slerfing, which is the functional currency
of the charity. Monetary amounts in these unaudited financial stalements are rounded lo the
nearest £.
Incomlng resour¢•s
Dividends are included in the Statement of Financial Activities when the right lo receive
payment is established.
Bank interest is included in the Statement of Financial A¢livities on receipt.
Cash donations are included in fvll in the Statement of Fir)ancial Activities as soon as they are
received.
Rental Income is included in the Statement of Financial Activities when receivable.
Investment gains and losses includes any gain or loss on the sale of investments and any gain
or loss resulting from rtvaluing investments to market value at the end of the year.
Expendlture and liabilities
Al expenditu￿, other than Ihal which ha3 been catx"lalised is included in the St2temenl of
Financial Activities. The value of purchase invoices received before the year end bul not paid
until after the year end has also been included In the Slalement of Financial Activities.
Grants payable to beneficiaries are included in the Statement of Financial Aclivilie5 when the
charity's obligation has been established. The valL¢e of such grants that are unpaid at the year
end is accrued.
Liabilities are recognised as soon as there is a legal or constructive obligation committing the
charity to pay out resources.
Flxed asset investments
Investments are a form of basic financial instrument and are initially recognised al their
transaction value and subsequently measured al their fair value as at the balance sheet date
using the closing quoted market price.
The charity does not aequire pul options, derivalives or other complex financial instruments.
All gains and losses are taken lo the Statement of Financial Adivities as they arise. Realised
gains and losses on investments are calculated as the drfference between sales proceeds and
their opening carrying value or their purchase value rf acquired subsequent to the first day of
the financial year. Unrealised gains and losses are calculated as the difference be￿een the
fair value al the year end and their carying value. Realised and unrealised investment gains
8nd losses are combined in the Slalement of Financial Activities.
10

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
Accounting Pollcles (contlnued)
Tanglblo flxed assets
Tang1t￿e assets are initially recorded al cost, and subsequently slated al cost less any
accumulated depreciation and impairment losses. Any tangible assets carried al revalued
amounts are recorded at the fair value al Ihe dal8 of revalu8tion less any subsequent
accumulated depreciation and subsequent accumulate(l impairment losses. An increase in
the carying amount of an asset as a result of a revaluation, is recognised in other
comprehensive income and accumulated in equity, except lo the extent it reverses a
revaluation decrease of the same asset previously recogniseé in profil or bss. A decrease in
the carrying amount of an asset as a result of revaluation, is recognised in other
comprehensive income lo the exlenl of any previously recognised revaluation increase
accumulated in equity in respect of that asset. Where a revaluation decrease exceeds the
accumulated revaluation gains accumulated in equity In respect of that asset, the excess shall
be recognised in profil or loss.
Depr•ciation
Depreciation is calculated lo write off the cost or valuation, less estimated residual value, of
tangible fixed asse15 lexcluding f￿eholdIalld1 overtheir eslimaled useful lives lo the business.
The annual depreeiation rates and methods are a5 follows-.
Improvements lo property- 5¥0 Straighl line
Impalmient
At each fewrting date, goodwill and other fixed assets. in¢luding tangible fixed assets and
investments bul excluding investment properties. are assessed lo determine whether there is
an indication Ihat the carrying amount of an asset may be more than its recoverable amount
and that the asset should be impaired. If there is an indication of possible impairment. the
recoverable amount of an asset. whiGh is the higher of its value in use and ils nel realisable
value, is estimated and compared with ils carrying arnounl.
If the recoverable amount is
lower, the carrying amount of the asset is written down lo Ils estimated recoverable amount
and an impairment loss is recognised in profil and loss.
Funds
Endowment fvnds are funds, the capital of which must be maintained,. only income arising
from investment of the endowment may be used either as reslricled or unrestricted funds
depending upon the purpose for which the endowment was estsblished.
Transfers
lo
and from funds are made as designated by the trustees.
Restricted funds represent lal income from trusts or endowments which may be expended
only on those restricted objects provided in the terms of the trust or bequest, 2nd Ib) donations
or grants received for a specrfic object. The fund5 may only be expended on the specific
object for which they were gNen. Any balance remaining unspent al the year end musl be
carried forward as a balance on that fund. Transfers lo ané from funds are made as
¢Yesignated by the trustees.
UnreslriGled (Generall funds represent the funds of the charity that a￿ not subject to any
restrictions regarding their use and are available for application on the general purposes of
the charity. Transfers to and from funds are made as designated by the trustees.
11

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
A¢Gounting Policies (contin(Md)
Operating lease8
Lease income is recognised in profil and 10s5 on a slraight-line basis over the lease term.
The aggregate cost of ￿ase incentives are rewgnised as a reduction lo income over the lease
term on a slraighl-line basis. Costs, including depreciation, incurred in earning the lease
income are recognised as an expense. Any initial direct costs incurred in negolialing and
arranging the operating lease are added lo the carrying amount of the lease and re¢ognised
as an expense over the lease term on the same basis as the lease income.
Invostment Property
Investment property is initially recorded at cost. which includes PLJrchase price and any directly
attributable expenditure.
Investment propety is revalued lo its fair value al e￿h reporting date and any changes in fair
value are recognised in income or expenditure.
Going Concern
There are no material un￿rtaInlieS about the charity's ability to continue.
Donations and Legacies
2025
2024
Donation5
21
Dorlations Comprised of £nil unrestricted 12024.. £12,729> and £8,500 restricted {2024=
£8,5001.
Other Income
2025
2024
Rents receivable
5,875
7,000
Total Other Income
Other income comprised of £5,875 unreslricled12024.. £7,(KKI).
12

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
In¢ome from Invostmènts
2025
2024
DNidends- Equities
UK Fixed Interest Securities
Interest on cash deposits
16,270
137
349
16,005
127
In¢ome from investments comprised of £16.756 unrestricled12024= £16,132).
13

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
Expondlture on Charitable Actlvitigs
2025
2024
Educalion, Maintenance & Support of Benefriaries
Monthly cash payments
Clothing & foolwear
Christmas bonus
6,100
7,5f4
6.358
6.633
560
Managefflent & Administration olthe Charrfy
Cleaner
Rates
Heal, light & water
Insurancg
Repairs & maintenance
Depreciation (Endowment Fund)
Adminislralor
Audit ar￿ accountancy
Management Fees1£4,773 Endowment Fund)
Mr Clarke
Letting Fee
Interest payable
307
{1,206)
1,800
1,873
1,057
180
2,250
3,114
8,603
418
307
1,763
1,845
1,729
2,351
2,250
3,030
7,236
428
1,800
185
Expenditure on charitable activitie5 comprised of £20,023 unreslri¢ted12024'. £26,486), £7,574
reslricted12024". £6,633) and £4,953 relating to Ihe Endowmenl Capital Fund {2024-.£3,5361
Staff Costs and Nurnb¢rs
2025
2024
Gross wages
2,250
2,250
No employee had employees benefits in excess of £60,000. The average number of employees
during the period was 1 12024.. 11
14

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
Tru$t•es Remunaration, Expenses and Key Managemgnt P¢rsonnel
During the current and preceding year, the trustees did not rerEive any remuneration.
During the year trustees were reimbursed for out of pocket expenses amounb'ng to £nil
12024.. £nill.
The key management personnel of ihe charity comprise of the secretary only. The totsl
employee benefits of the key management personnel of the charity were £nil12024- £nill
2025
Realisod Galns & Lossès on Investrnent Assèts
2024
(Endowment Fund unless otherwise staled)
Gains on SalelReorganisation of Investments
Aberdeen Standard European Equity Income
ABRDN Property Spin Off
JPMORGAN US Equity
Personal Asset Trust
Experian
Haleon
J P Morgan US Equity Income
Rio Tinlo 2024
Royal Dutch Shell 2024
SSGA SPDR ETFS 2024
50
753
6,308
45
366
403
504
2,528
638
1,798
Losses on SaI￿Re0rganISaI10n of Investments
Allianz
ABRDN Property Income Trust
Institutional Cash Series
827
4,568
27
Flxed Assets
Property
Cost
Al 6 April 2024
Additions
Fair Value at 5 April 2025
2025
2024
41,100
41,100
Depreciation
Al 6 April 2024
Charge for the year
Al 5 April 2025
563
180
743
383
180
563
Fair Valuo
Al 5 April 2025
Net Book Valug
At 5 April 2024
15

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
io
Invgstm•nt Proporty
Property
Fair Value
Al 5 April 2025
Al 5 April 2024
The propety held wthin fixed assets and investment property is dassffied as a mixed-use
property. The property was revalued on 23rd June 2020 by Lofthou5e & Partners on the
basis of open market value.
The hislonc cost of the t￿Ilding is as follows..
2025
2024
Freehold Propety
Property Improvement
5,460
79,468
5.460
79.468
The historic cost is $pllt on the same proportion as the falr value al 25% fixed assets and
75OA investment propety.
11
Flxed Assets Investments
2025
2024
Quoted U.K. Investments
Market Value al 6 April 2024
Loss Disposals al market value IProGeeds £55,933)
Add Acquisitions al Cost
Nel Loss on Revaluation at S April 2025
Market Value al 5 April 2025
487,936
154,2001
52,945
455,018
{16,376}
28,607
20 687
487 936
473 601
Investments at Markgt Value Comprised..
UK Equities
UK Fixed Interest Securities
Unil Trusts and Investment Trusts
108,892
119.941
364 709
473 601
367 995
487 936
Histor￿1 Cost al 5 April 202S
406 062
404 433
There were individual investments held a15 April 2025 which are over 5% of the portfolio by
value.
Market Value
Blackrock FM Conlinenlal European- 15,750
Fidelity UCITS Quality Incom￿ 5,200
Ishares S&P 500- 1,200
SSGS SPDR- 5
29,587
38,766
47,799
32,450
6.25
8.19
10.09
6.85
16

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
2025
2024
12
Debtorn
Trade Debtors
Other Debtors
4.000
629
13
Credltors: Amounts Falling due within One Year
2025
2024
Accmals
Other Creditors
5.917
2,01)0
4,043
3,182
14
Funds
Blfvid
Incomlng
Outgoing
Gains &
Balance
0fj.04.24 Resources Rosourc•s Tran8fvr8 ILosso$) (QOS.04.25
Endowment Fund
Other Reserves
560,391
91,152
{4,9531
1,734
113,0801
557,172
78,072
Total
Endowment Funds
Restricted Funds..
Clothing Fund
Confectionery Fund
7,831
8,500
17,5741
8.757
200
Total
Restricted Funds:
17

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
14
Funds Continued
Incoming
Outgoing
Gains &
06.04.23 Resaurces ReBourcg¥ Transfers IL¢>sse$l
Balance
05.04.24
Endowment Fund
Other Reserves
557,690
70,465
(3,5361
6.237
20,687
560,391
91.152
Total
Endowment Funds
Restricted Funds..
Clothing Fund
Confect¢onery Fund
5.964
200
8,500
16.6331
7,831
200
Total
Restricted Funds..
Thè clothing fund represents a donation from the Sir John Priestman Charity lo help
towards the purchase of clothing vouchers to be distributed lo the beneficiaries.
TtrE￿ were some funds remaining at the year end.
confectionery fund represents a donation received lo purchase Easter eggs to
distribute to the beneficiaries. At the balanGe sheet dale £200 remained to be spent on
Easter eggs.
Bl￿d Ih¢omlng
Outgolng
Galns &
06.04.24 R950urc•s R•sources Transfers (Lossesl
Balanc•
05.04.25
un￿strICted Funds
General Reserves
Other Reserves
153
223
22.631
120,0231
2.761
223
Totsl
Unrestricted Funds
Bl￿d
Incoming
Outgoing
Gains &
Bal8nce
06.04.23 Resources Resourc95 Tran$f•rs (Losses) @05.04.24
Unrestricted Funds
General Reserves
Other Reserves
19.222)
223
35,861
126,4861
153
223
Total
Unrestricted Fund5
15
Related Party Transactions
There were no related party Iransaclions incurred during the year12024: £nill and £nil were
outstanding lo related parties at the balance sheet d8te12024.' £nill.
18

GEORGE HUDSON'S CHARITY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 5 APRIL 2025
16
Analysls of Net Assgts B¢tween Funds
Unrestrictgd
Restrict•d
Endowment Total Funds
Income Fund Income Fund Capltal Fund
2025
Tangible Fixed Assets
Investment Property
Investment
Trade Debtors
Other Debtors
Cash at Bank
Creditors
40,357
112,500
473.601
40,357
112.500
473.601
4,000
4,082
20,562
{7,9171
4,000
4,082
4,704
6,901
(7,917}
8,957
Unrestricted
Rèstrlcted
Endowment Total Fund$
In¢ome Fund Income Fund Capital Fund
2024
Tangible Fixed Assets
Investment Property
Investment
Other Deblofs
Cash at Bank
Creditors
40,537
112,500
487,936
629
9,941
40,537
112,500
487.936
7,601
17,2251
8,031
25,573
(7.225}
19

GEORGE HUDSON'S CHARITY
SCHEDULE OF INVESTMENTS
YEAR ENDED 5 APRIL 2025
M&rk*tvalwat05.M25
Prti pèr
intewestRe￿w￿￿
IdeR
I)￿09￿$
•Jnaunt
05.04.25
11.600 A8RDN Property sncometrust Ltd
11,600 A8RDN *rperi¥ SncometlU5t Ltd
2a0 AdmiralGroup
17.69
696.
246.QO
71.44
441.87
4.545.69
5MIZ.QO
7,808.37
18,837.08
22.?81.Sl
4,881.27
15.35710
17.516.67
J,285.96
7,E6E.78
41.083.61
11.?Sl.54
5,144.16
5.532.48
g,S64.74
13,149.13
8512.61
30.865.35
4.261.26
7,71481
5.25
12.90
6.788.17
L8.060.00
29,587.12
4.￿2.05
t8￿97.1?
L7.049.00
8.785.QO
4.681.80
38.766.00
Ll,268.39
5.499.90
3.434.00
6.899.20
INQO 8aillieGiffotdAm¥kanWI rA5
IS.750 Wick r￿k FM Itd conil eurpincdunRslnr
lock Ff41 Itd cvntl ￿rpIntdUOits inc
9.347 8N¥m￿l￿nI￿ Oobal incomEU fjBPUIs
15.000 8NYmdlonfd mngr IncUGBpfAs
350.00 Compass Group
170.W CrDda Inil
1.082.QO Fidelity UCIT5 IfAV USQualilyincwe
11,595 83 Fi¥nklill TMPLTN F2 FtF Ubrid8e GBLinfra Inc
388.QO £laxQSmithkllne
1.70QQO HendEr5an FElnc
6,400.W HICLlnfrJstruourE
IFSL EVENL0￿ IP4VESTMENT FUNC6
13,480.w Institutityi41 tsshserles PLC
1.20Q.QO Ishares s&p SOO
7.383 65 Honder50
5,700.(rfJ IP MorqanGL EM INC
10,WO.W Tr Moryrt Us Equity I￿Orne1n[ K
16.500.(x> utmnvslapan1rK￿éz.
3200.￿ Le￿1 &
3.WQ.W AIErcantile InveSTThI
L35fy) Muiinirh cr￿￿bpd
935LY> t4*ionalGrid
lo￿0.00 Ninety c￿e FDMers D￿er51￿ed InLtsThlJ 2 11)C
I.L99fj0 Perswpl A55et5Tru5t PLC
220nD Wxplc
170nO RioTinto
350.00 Royal Wtch Shell PLC
5.650.OQ Schrodu oriental
59000 55GASPDRETF5 E I $PD￿ S&P US(IVAristDry4ts
5.180.00 TBailey Fvfftd5e￿ IniDmec
3.6QO.00 T￿lL￿WI[￿p￿0rd
70.00 TwentylwrGlobal Crrfpor*e aond l GBP D15
140.QO Unllever
UKGW4 25%
UK GO￿4.115%
UK GOVT4%
3￿.[￿) van{uard fu￿5 plcft5e25D
3W.QO Van¥uèrd frJnd5 pIc5&p 500
85.00 vanguard Inve5ffflent 5¥*5 PLC
1.013.11
2.70
2.01
613.93
660.81
166.67
185.30
644.96
25.10
3.46
540.91
236.68
419.90
528.IX)
410.05
14.18
2.02
2A9
8.5W.QO
47.799.00
3.796.67
7,182.QO
42s.ao
566.54
177.53
7.80
39B3
0.51
126
376.
439.11
65D.1$
234.00
506.48
515.21
454.44
57.39
132.
574.60
377 70
682.80
716.74
17.161.62
1261.16
8513.91
13.5Z2.28
556559
9,532.52
333234
,315.24
4.168fj2
6,519￿5
13,918.14
16,19638
i.ii
223
210
95.48
1034
0.91
18.333.15
7.120.
6.3N QO
12,B89 EO
9,667.90
9.082.
3.514
8,395.20
7,206.30
s￿85.25
14.395 70
J2,450.
5J)2
38.16
42JY
24ffj2
2.53
55I
6￿fj4Ao
7.224.73
3,178.49
5.389.30
4.961.42
4￿13.37
10.308.95
ta￿17.94
7.725.15
3,73140
5.903.10
11,26560
5,440.58
4,953 SL
3P82.33
.456.25
Z2.75688
7.503.46
145.24
189.61
84.33
46S4
355.39
0.98
117.99
102.12
28.19
7536
88.2g
5,UQD.00 std europeanwquity inc
4￿.061.72
YS7.49
473.WZ.33
16,269.68
20