ALDRIDGE COOPER & JORDAN'S
ENDOWED SCHOOL FOUNDATION
TRUSTEES, ANNUAL REPORT
anu
FINANCIAL STATEMENTS
for the year ended
31ST DECEMBER 2024

ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
LEGAL AND ADMINISTRATIVE INFORMATION
Status
Charity name
Aldridge Cooper and Jordan's Endowed Schwl Foundation
Charity registration number
528872
The organisalion was established uThJer a Trust deed agreed by the Charity Commissioners in 1991 and
oubseqLJeptly 8mended in 1993
Trustees
Under tho Trust deed the number of Trustges is set at 9, made up as follows.
1 Ex-officio, being the current incumbent of Sl Mary the Virgin, Aldridge
4 Noryiiriated -
2 by Walsall MBC," holding office for a term of 3 years
1 by Lichfidd Diocesan Education Committee. holding office for a 18rm of 4 years
1 by the PCC of St Mary. holding office for a term of 4 years
4 Co-opted - beifVJ persons having a 5￿cIal knowledge of the area of Benefit., holding office for 8 term of 5
years.
The Trust de&J requires that-
the Truste8s m8et at least ￿1¢8 each year,
a quorum for the meetings is 4 Trustees being present.
the Trustees, al their first ordinary meeting in each year. shall elect one of their number to be chairman of
Ilieir rriegtirigs uiitil Iht> commen￿l￿ent of the first ordinary mtselimg in Ilie folluwing y&ar.
The Trustees sgrwng during the year were-
Mr C Leng (Chaimanl
Mrs J Merslon
Mr P J Young
Mr I P Henderson
Rev. S Doel
Ms J Yarnall
Ms R Ruane
Miss K Vvard
Clerk to the Trustees
Mr J Deeley
Prlnclpal address of the Charlty clo Mead￿and5, 1(￿ Newton Road, Burton on Trent, Slaffordshire. DE15 OTT
Investment Advlsorn
Evelyn Partners Investment
Management LLP
14th Floor,
103 Colmore Row,
Birmingham, B3 2AG
8ankers
Barclays Bank PLC
LeI￿ster, LE87 28B
Sollcltor
John De8ley
meado￿and8
100 Nevrton Road
Burton on Trent
StdffL)Id>liire, DÉ1of OTT
Independent Exam(ner
C T Eoknards
C T Ethrds Ltd
26 Damford Moors
Lichfield
Staffordshire, WS14 9RL

ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2024
The TrusleE)s piest)nl their rèpK)rt together with the financAaS statements of th8 charity f￿. the year ended 31st
D&cember 2024.
Structure, governance and management
The legal and administrative information sol out on page 1 fomis part of this report.
Objecttves and adivities
The Trust Deed empowered the Trustees to deal with the income of the Foundation as follows.'-
1 Maintaining the properb'es of the Foundats"on.
2 The proper costs of administering and managing the Charity
3 Assisting the school govemors lo discharge their obligab.ons under Ihe Education Acts.
4 A3sisbng the gov8rnors of any other voluntary aided sthool in the locaSily and in whith religious instruction in
acGordance with the dlxlrines of the church of England is given.
5 Providing special b8nefits to the schods 8nd any other schools in the locality.
6 Promoting the education (including eduealion in accordaKe with the doctrines of the Church of England and
social and physical trainlngi of pupils and former pupils of the sclKJols under the age of 25, and other 8imi18r
persons in the locality.
The geographical area (the local((yl for which the Trustees arg empowered is the Metropolitan Borough of Walsall
but vAth preferenGe for the AnGienl Parish of Adridgg.
Achievements and perforniance
Iii accordarice with tFie requiremenlb of the Tiusl deed, and in compliance with the duly in section 17 of the
Char(ties Act 201110 hava due reg8rd to public b8nefit, this income has conlinuecl to be used to -
Support the activities of The Aldridge Cooper and Jordan Endowed Sthool and other schools In the area by
providing funding for salaries, equipment, maintenance and other running costs.
Provide school and church workers lo support and develop religlous education for the youth of the aréa.
or develop th8 eduGalion or activities in Connecti¢￿ with religious studiès and pastoral work for the youth of the
There h8va béen no changes in thé scope or level of tMes8 requirements duriry the year.
Flnanclal rw41ew
Thg charity s in¢(kne continues to be from ils portfolio of investments together with property rental and interest on
its bank balances.
The charity has minimal fimily committed expenditure, and the trustees ensure that any requests for financial
assistsnce can be mot out of the existing unraslricled balances.
The Trustees ere c.ommitted to providing a minimum of 10% towards Dec8ss3ry building wort(s al the school. and
the ext8nt of the work required is continuing at a high level. Where possib5e ttsse costs are mel out of income
arising. but as the work is ongoing a sum of money hos been sel aside as a cushion towards these costs.
Remaining funds are shown as Designated Funds in these accounts and 8t the year end.
Full d81ails of income and exFxndilure is set out in the Statement of Finanaal Actiwtses and the aGcompanying
notes.
vestrnenl lic
Thè Trustees have engaged Evelyn Partnws Invostment ManageM￿t LLP as investment advisers and portfolio
managers The policy adopted is to utslise low risk and fixed interest investments (excluding tobacco and other
stocks that may G(x)flict with the trust's principles) to generate income of approximately £130,tK)O per annum,
whilst ensuring that the investment base of the porttolio is not eroded by inftation The income target has been
a￿￿dad thik ya2r, gnd tha improvamont in tho gonwal fin8nci81 dimate h8$ r&sult8d in an incroAso in tho
portfolio valu8.
rfflan¢e

ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2024
{continued)
Flnancial revlew (continued)
During the year under review investment income decreased by some 60h, whilst the market value of investments
held increased by approximately 3%.
Reserve
The bas£¥1￿ on incurrie funds are the unrestricted funds of the charity.
The current balance of these funds1£73,6281 represents, histoncally, approximately 4 months routine expenditure.
Risk mana
?ment'.
The Iruslees have considergd the major slralÈgic business and operational risks which the tharity faces and
bdieve them tt) bg minimal The truslges believe that the established re￿rtIng systems will enable them lo
identify potenb'al future risk8 and take remedial action lo minimise the impact of those risks.
Plans forfuture perfods
A5 previously ￿pOrted. the Tnjstees have committed to providing al least 10% towards Phases of the necessary
building works al the school and are Èndeavouring to ensure income is sufficient to meet this commitment. Since
this limits the funds available for other expenditure no other major changes to the 8Ctivilies of the charity are
planned for the foreseeable fLrture.
The investment managers hav8 forecast OV8rall investment income of some £150.000 fof the ensulng year. In
Idilion the Trustees ex￿GI to continue receiving a gross rentsl income of some £28.600
The Trustees will once again make any necessary adjustmeiils to Iheir expei)dilurè proFX)sa5s lo ensure that they
do not exceed available resources.
TN8tees' respon$lbiliti•s in relation to the flnanclal statement8
Th8 Trustees are responsible for preparing the Trustees, Annual Report and the financial stslemenls in
accordance wlttt appllc4ble Saw and United Kingdom Aecounung Standards lijniied Kingdo￿1 Gvnerdliy" Aicepted
Accounting Practice).
Law applicable to thanties in England and Wales requires the trustees to prepare financial statements for each
finanaal year which give a true and fair view of the charities financial activities during the year and of ils financial
position at the end of the year. In preparing Ihosg financial stslemenls, the trustees aro roqUi￿d lo..
sdecl suitsb5e aGGouriling policies and appSy tliem consistently.,
make judgements and estirnates that are reasonable and prudent.,
stste whether applicable accounting standards and slatements of recommended practice havo been followed
subject to any departures di5dosed and explaned in the financial sl8lemenls. and
prepare the financial slalemenl$ on a going concem basis unless it is inappropriate to presume that the charity
will continue in business.
The trustees are responsible for keeping accounting records which disclose with reasonable accuracy al any lime
the financial position of the charity and engble them to er)sure that the financial slalements comtAy with the
Chanties Act 2011, the applicable Charity (Accounts and Reports) Regulations and the Trust deed. They are
also responsible for safeguarding the assets of the charity and hence for takn.ng reasonable steps for the
prevention snd detsclion of fraud and other iffegularities.
Approved by the Trustees al their meth'ng on 17th March 2025 and signed on their behalf by..
CTLENG
TRUSTEE

REPORT OF THE INDEPENDENT EXAMINER
TO THE TRUSTEES OF
ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
I report lo th& IruiTrltres on my exainination of th8 accounts of the Foundation for th8 year ended 31 sl December
2024, which are sat out on pages 6 10 10.
Re5pectlve responsibllltles of trustees and examlner
The chariws Iwslees are responsible for Iho pr$paralion of th8 accounts. The charit￿S trustees consider that an
audit is not required for this year under section 144 of the Charities Act 2011 1"Ihe Charities Act.) and that an
independent examination is needed.
It is my responsibility lo
examine the accowts (under saetion 145 of the Acti.,
io follow Ihg procedures lai(5 down in th8 general Directions given by the Charily Commission under section
145151{bl of the Act, and
stsle whether particular matters have come lo my attention.
Bas18 of Independent examiners report
My examination was cariied out in accordance wilh general Directions giv&n by lh& Charity Commission. An
examination includes a re￿eW of the accounting records kept by the charity and a comparison of the accounts
yesented wth those records. It also includes considerats.on of any unusual items or disclosures in the acwunts.
and seeking explanattons from the trustees conceming any such mallers. The procedures undertaken do not
provide all the eviden￿ that would be required in an audit, and consequently no opinion is given as lo whether the
accounts present a 'lrue and fairf ￿leW and the report is limited to those matters set out in the ststemenl below.
Independ*nt oxam5n$rfs stalement
In conneth'on with my axamination, no material matters have come lo my altsntion which give me reasonable
c£use lo believe that in any material restEcl '.
the aecounb.ng records were not kept in ac¢ordan¢e with section 130 of the Chanli&s Act,. or
the accoui nts did not aceorfl with the accounting records,. or
the accounts did not comply with the applicable requirements conceming the fom and conlenl of
accounts $et out in the Charities (Accounts and Reports) Regulab"ons 2008 other than 8ny requirement
that the accounts give a true and fairf VI￿ which is not a matter considered as part of an independent
examinabon.
I have Comg across no other matters in conneLlion with thg examination lo which attention should be drawn in this
report in order to enable 8 proper understanding of the accounts lo be reached.
C T Edwards
C T Edwards Ltd
26 Damford Mwrs,
'chfield.
Staffordshire
17th March 2025

ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
STATEMENT OF FINANCIAL ACTIVITIES forth8 year ended 31st DECEMBER 2024
INCOME
GENERAL DESIGNATED
CAPITAL
TOTAL
2024
TOTAL
2023
note
INCOME
Investment income
154,870
28,601
17
154,887
28,601
145,452
23,888
1,725
Property rental
Misttelldi)èous income
Total incoming resources
183,471
17
183.488
171,fK15
EXPENDITURE
Raising fun(Ss
Investment m8nagemgnt costs
Charbtable activities
19,938
19,938
226,223
19,071
155,421
226,223
Total resources expend
226,223
19.938
246,161
174,492
NET INCOMINGIIOUTGOINGI
RESOURCES BEFORE TRANSFERS
142,7521
17
119,9381
162.6731
13,4271
Transfers between funds
NET INCOMINGIIOUTGOINGI RESOURCES
BEFORE OTHER RECOGNISED GAINS
AND LOSSES
142.7521
17
{19,938) 162,6731
13,4271
GAINS AND LOSSES ON
Nel realised gainslllossesl
Nel movem8rit in unre81ised gainsl(losses)
5,153
107,306
5,153
107,306
31,576
34.484
NET MOVEMENT IN FUNDS FOR THE YEAR
142,752)
17
92,521
49,786
62,633
Balances brought fotward at 1st January 2024
116,380
1.146 4,249,458 4,366,984 4,304,351
Balances carried forward at 31 sl Decembèr 2024
73,628
1,163 4,341,979 4,418.770 4,366,984
Th8 nolas on pages 8 to 10 form part of these accounts

ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
BALANCE SHE￿ as at 31st DECEMBER 2024
ilycokli
GENERAL DESIGNATED
PITAL
TOTAL
2024
TOTAL
2023
FIXED ASSETS
Tangible fixed assets
Investments
556,000
$56,000
556,000
3,789,365 3,769,365 3,5e5,335
4,325,385 4,325,365 4.121,335
CURRENT ASSETS
Debtors and prepayments
Cash al bank and in hand
1,164
99,325
400
180,952
76,539
1,183
21,623
77,703
1,183
21,623
100,489
181,440
Creditors. amoullts fallirvJ
due within one year
14,075}
15.0091
19.084)
(T,2281
NET CURRENT ASSETS
73,628
1,163
16,614
91,405
174,212
NET ASSETS
73,628
1,163 4,341,979 4.416,770 4,295,547
TOTAL FUNDS
73.828
1.163 4,341.079 4.416.770 4,295.547
These accounts were approved by the Trustee8 at their meeting on 17th March 2025 and signed on their behalf
CTLENG
TRUSTEE

ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
SCHEDULES TO THE ACCOUNTS for the yearended 31st DECEMBER 2024
ACCOUNTING POLICIES
BASIS OF ACCOUNTING
(al
The financial statements have b8en prepared under the historical cost convention. as modifigd by th&
revaluats.on of fixed assels and the in¢lusioll of investments al market value, the accruals basi5 and in
accordance with the Slalemenl of Recomrnended Practice.. Accounting and Reporting by Charities
preparing their accounts in accordance with the Fin8nc481 Reporting Standard applicable in the UK and
Republic of Ireland IFRS 1021 issued on 16 July 2014 and the Financial Rgporting Standard applicable in
the United Kingdom and Republic of Ird8TrJ IFRS 1021 and the Chanlies Act 2011.
Ibl Advantsge has been taken of the exempb.on available in section 7 of FRS102 in not preparing a stal8mont o
INCOME
All incoming resources are included in the statement of financiel 8cliviti8s when the charity is entitled to the
i￿rna and the amount can be quantrfied with reasonable accuracy.
EXPENDITURE
Expenditure is recognised on an aGGrual basis as a liability is incurred. Expenditure Includes VAT wttich
cannot ba recovered, and is reported as part of the expenditur8 to which il reI8tes.'
Direct charitable activity expÉnth'tu￿ eomprises those costs incurred by the charity in the delivery of its
activities and services for ils benef1¢18ries
Govemance costs include those costs assoaated with meeting the constitutional and st8tulory
requirements of the tharity and indude Trustee meeting costs and support and annual accounts costs.
TAXATION
Capital Gains Tax, bul not from VAT. Irre¢over8ble VAT 18 included in the cost of those rtgms to which it
relates.
TANGIBLE FIXED ASSETS AND OEPRECIATION
The Foundation's only fixed assets comprise freehold properties.
No dèpreciab.on is promded since the properties are subject to Peric￿lC revaluations.
FIXED ASSET INVESTMENTS
5nveslm8nts are included at dosing mi&market values, as confitm8d by the Inveslmgnt Managgrs.
Any gain or loss on revaluallon is taken to the Statement of Financial Actiwlies.
INVESTMENT INCOME
INCOME
TOTAL
GENERAL DESIGNATED 2024
TOTAL
2023
Income from Govemmenl & quoted securth.es
Interest on bank & Gash deposits
152,998
1,872
152,998
1.889
144,836
616
17
154,870
17
154.887
145,452

ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
SCHEDULES TO THE ACCOUNTS for the year ended 31 st DECEMBER 2024
(continued)
3 8 CliARITABLE ACTIVITIES
GENERAL DESIGNATED 2024
2023
Direct charitsble activitie5
Property costs
Schools costs
Youth, Childrtn & Families Workers
Grants
Support costs
Clerk lo the Trustees & secretarial support
Professional fees
Independ8nl examiner- addluonal accountancy work
Bank charges
Miscellaneous items
Governanc8
Clerk to the Trustees
Independent examiner fee
15,992
117,829
86.481
1,886
15,992
117.829
66,481
1,888
10,844
59.722
eo,600
2,500
17,528
1,271
1,350
154
17,528
1,271
1,350
154
15,094
1,116
1.45D
167
203
3,225
500
3,225
500
3,225
500
226,223
226,223
155,421
3 b GRANTS
Reci
ienls lorganisationsl
Reci
ienls lindiwdu8ls)
158
1,000
1,500
1,729
1,887
2,500
TANGIBLE FIXED ASSETS
2024
2023
Frèèhold properties
Cost or valuation at 3151 De￿mber
556,000
556,000
Thg frgèhold 18nds were re-valued in Augiisl 2008 by M8ssrs Fisher Geftran, Chort&red Suryeyors. The
Trusl88s believe that there has I￿n neg5igibl8 rnovgtnenl in the propety values in the year and are of the
opinion that no benefit would be gained by incurring the costs of a professional valuabon.
Some of the properties w￿8 acqulred as long ago as the 17005 and so it is not Possible lo show cost and
revaluats.on details as required by FRS102. As there is no Intention to sell any of the properties, the
Trustees are of tha opinion that no benèfit would be gained by allempling lo create a Rgvalualion Rgserve.
Th8 foundation also owns land in the Parish of Aldridg& used by the Local Education Authority for the
provision of schools No value has ever been allnbuted to this lalld which was originally vested in the
Trusleas on 29th March 1974 under paragraph 6 of the first schedule to the Education Act 1946.

ALDRIDGE COOPER & JORDAN'S ENDOWED SCHOOL FOUNDATION
SCHEDULES TO THE ACCOUNTS for the year ended 31st DECEMBER 2024
{continu8d)
INVESTMENTS
IAS Fixed assets}
2024
2023
Quoted investments
Market value
3,769,365
3,￿5,335
Book cost
3.232,037 3.076.773
DEBTORS
2024
2023
Tax recoverable
P￿paymentS and accrued interest
1,147
454
1,164
488
CREDITORS. AiviOUNTS FALLIN￿ DilE WITHIN ONE YEAR
2024
2023
Income received in athance
Accruals
1,438
7.846
1,438
5,790
9,084
7.228