HENRY EDMONDS TRUST
Registered Charity number $29499
REPORT AND ACCOUNTS FOR THE YEAR ENDED
31ST DECEMBER 2023
DRAYCOTh & KIRK
CHARTERED ACCOUNTANTS
Cleveland House
92 Westgatg
Guisborough
Cleveland
TS14 SAP

HENRY EDMONDS TRUST
Recei
tsand
ents account for the
ear end
1 December 2023
Unrestricted ReStr￿ted
Total
Funds
Incomrn
Resources
2022
Dividend income nel
Sale of investments
Bank Inte￿St received
Total In¢omin
Resources
9.552
107.993
9,5<2
107,9C3
8,751
43,43ts
117,545
117,545
52,189
Ex
enditure
Direct charltsble expendlture
School equipmenueducation costs
Stockbrokers fees
Independent examination
Purchase of investrnents
Total Ex
enditure
3,455
3,650
216
105.425
112.746
3,455
3,650
216
105,425
112,746
1.542
3.879
216
48.966
54,603
Transfers betsveen funds
Net Incomlngloutgolng Resour¢¢$
Total funds brought forward
Totsl funds carried fonvard
4.799
16.202
4,799
16,202
12,4141
18.616
21.001
21,001
16,202
Page 2

HENRY EDMONDS TRUST
STATEMENT OF ASSETS AND LIABILITIES AS AT 31ST DECEMBER 2023
This year This year
Thi$ year
unrestrKXed restrirtsd Tot31
22
Cash Fund8
Bank current account
Brewer Dolphin Capital ￿¢￿JnI
B￿vier tblphin In¥￿t￿￿nt acc￿j￿t
17.136
3.043
822
21.001
17136
3043
822
21 001
11,303
4.125
774
16.202
Other as8ets
InvestsrÉnt per year end valuations by
8rewin Dtslphin
384913
381,978
Total other a$$ets
38¢,913
381.978
These Finantial Ststem8nls w•rn approved by thg Tw$tee$ on
15 March 2024
Signed .
AW Sanderson
Treasurer
Page 3

Independent Examinerfs Report to the Twstees ot The Henry Edmonds Trust
I report on Ihe accounts of the charity for Ihe year ended 31 December 2023 whith ale attached.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible fr￿ the preparation of the a￿01Jnt$. The d)arity's trustees considèr thal an
audit is not wuired for Ihis year under seci#)n 14412) of ihe Charititss knt 2011 (the 2011 Act) and ihat an
independent &xamination is needed.
It is my ￿SPOnSIbl111Y to..
examine the accounts under section 145 of the 2011 A
folbw the prctedures i9id down in the ge￿ra¢ th￿tiOnS given by the Ch*ity, Cornmission under se¢tion
14515llbl of the 2011 Act- and
state lthether pa￿Cular matters have come to my aitention.
Basis of independent examinerfs report
My exarnination was carried out in accOrdar￿8 with the general Directions gtven by tie Charity Cornmission. An
examination includes a rewew of the accounting recK>rds kept by th8 charity and a ￿)pariSOn of the accounts
presented with those records. 118130 includes con5iderdtion of any unusual items or disclosures in the accounts.
nd seeking explanabons frorn you as trustees conceming any such mattw5. The prxedures undertaken dts not
prowde all the evidence that woutd be required in an audit and ¢onsequenUy no opinK)n is given as to wheth8r the
accounts present a true and fair viemf and the report is limited to those matters set oijt in the ststemenl below.
Independent examlnerfs statement
In connection wth my examination. no matter ha5 (x)me to my attenb"on=
which gives me ￿8$Onable cause to bdieve that. Fn any material respec( lhe requirements=
to keep accounting re<x)rds in a¢cAyda￿e with SectM￿ 130 of the 2011 ilcL and
lo pre￿Ie 8c¢ounls which accord with the xcounting r8ix)rd$ and thè accounting
requirements of Ihe 2011 Act
have not b88n mel.. or
to which. in my opinion. attent￿ sh¢)ukJ be drdwn in order lo enab￿ a proper uiKlerstanding ol the acctsunts
to be reached.
C Mastsn FCCA
Chartered CertifAedAcwunlant
Draycolt 8 Kirk LLP
Clevelènd House
92 Weslgate
Guisborough
Cleveland
TSI4 6AP
Dat8
1 %/3/iy
Page 4

Trustees. Annual Report for the period
Period start date
Per￿)d end date
Frorn
01
Jwary
' 2023
Section A
Reference and administration details
Charity name
Henry Edmonds Trust
Other names charity Is known by
Registered charity number (rf any)
529499
Charity's principal address
Kirby House Fa
Hill Road
Kirkby-in-cleveland
Postcode
TS9 7AN
Names of the charlty trustees who manage the ¢harity
Datss aeted If not forwhole Name of person lor body) Èntitlèd
to appoint trustee {rfanyl
Parish Council
Trustee name
Office {if anyl
Chair
Secretary
Treasurer
Trustee
1 Dr S Jones
2 MrsA Scott
3 Mr A Sanderson
4 Mrs C Kerr
5 Ms N Newbould
6 Mrs L Passman
7 Mr R Jones
Parish Council
Co-opted
Co-opted
Parish Council
Parish Council
Trustee
Trustee
Trustee
Co-opted
10
12
17
Names of the trustees for the charlty, If any. (for example. any custodlan trustee$)
Name
Dates a¢ted rf not for whole
ear
TAR
Marth 2012

Names and addresses of advisews (Optional infomiation)
e of adviser
Name
Add￿55
Name of chief executive or names of senlor stsff members {Optional infomiatlonl
Section B
Structure,
overnance and ma
ement
Description of the charity's trusts
Type of governing document
Trust Deed
How the charty is constitut&
Trust
Trustee selection methods
Three co-opted and four appointed by Kitkbv_in-CleVe￿nd Parish Council
Additional governance issues (Optional information)
You may choose to include
additional information, where
relevant, about..
policies and procedures
adopted for the induction and
training of truslees-
the charity's organisational
structure and any wider
network with which the charity
works.,
relationship with any re12ted
parties",
trustees, consideration of
major risks and the system
and procedures to manage
them.
All Trustees give their time voluntarily and receNe no remuneration or
other benefits.
Section C
Ob'ectives and activities
To futther the education of the children of thL) villages of Kirkby-in-
Cleveland and Great Broughlon and surrounding neighbourhood.
Summary of the objects of the
charity set out In tts governing
document
TAR
March 2012

In planning our activf(ies for the year the Trustees have k.ept in mind th6
Charity Commission's guidance on public benefiL
The sole focus ofihe Henry Edmonds Trust during 2023 has been to
continue lo suppx)rt the work of the Kirkby arid Great Broughton Voluntary
Aided Church of England Primary School in providing a well-rounded
education to all of its pupils.
Summary of the main activities
ndertaken for the public
benefit In relation to these
objects (include within this
section the statutory
declaration that trustees have
had regard to the guidance
Issued by the Charity
Commission on public benefrti
Addltlonal details of objectives and aettvities (Optional inforniation)
You may choose to include
fvrther stalemenls, where
relevant, about..
policy on grantmaking-,
policy programme related
investment.,
contribution made by
volunteers.
TAR
March 2012

Section D
Achievements and performance
Summary of the main
achievements ofthe charity
during the year
The Trust awarded grants totalling £3455 tc, Kirkby and G￿at Broughlon
Voluntary Aided Church of England Primary School to cover the
following..
Funding the purthase & installation of new planters in the school
garden {£2280)
Funding a Science Day for KS1 chilijren {£615)
Funding a bus to transport children lo 'The Wisdom ofthe
Woods. outdoor activities location (£ 150>
Funding 2 days of Yhe Wisdom of tie Woods" outdoor activities
for various year groups (£4￿)
TAR
March 2012

Section E
Financial review
Brief statement of the
charity's policy on reseNes
The Trust does nol have any standing financial commitments or liabilities.
All of the cash balan￿ in the bank account is nominally available for
charitsble awards. however the Trust nomirilty aims to relain a minimal
cash reserve in order to cover any urgent oi" unforeseen requests from
the school.
Details of any funds materially
In deficit
Not applicable
Further financial review details {Optional infomiation)
The Tnjst's sole income comes from an invf:Stment portfolio. There are
no other sources of i￿Orne aTrJ no fLtndraising a￿1V1￿.eS are undertaken.
You may ch005e to include
additional infonnalion, where
relevant about..
the charrty's principal
sources of funds (including
any fundraising}'.
how expenditure has
supported the key objeclives
of the charity.,
investment policy and
objectives including any
elhical investment policy
adopted.
Section F
Other optional information
Section G
Declaration
The trustees declare that they have approved the trustees, ieport above.
Signed on behalf of the charity's trustees
Signaturels)
Full name(sl
AW Sanderson
S Jones
Position leg
Secretsry, Chair. etcl
Treasurer
Chair
Oate
1310312024
TAR
March 2012