Edridge Fund of Napo
ACCOUNTS & ANNUAL REPORT
for the year ended 31 December 2024
Administrative Detsils
Full name:
The Edridge Fund of Napo the Trade Union and Professional Association
for Family Court and Probation Staff
Reg Charity No:
803493
Registered Offi￿. Boat Race House, 65 Mortlake High Street, London, SW14 8HL
Bankers..
Unity Trust Bank Plc. Nine Brindley Place, Birmingham B12HB
Investment
Aberdeen Fund Managers Ltd, PO Box 9029, Chelmsford, Essex, CM99
Managers:
2WJ
Independent
Peter Smith, Wayside, Dairy Lane, Aston Juxta Mondrum, Nantwich,
Examiner:
Cheshire. CW5 6DS
Report of the Trustees
The Trustees present their annual report with the accounts of the Fund for the year ending 31 sl
De￿mber 2024. The accounts comply with the Fund's Trust Deed, the Charities Act 1993 (as
amended by the Charities Act 2006), as well as the "Statement of Recommended Practice..
Accounting and Reporting by Charities" Charities Commission 2005, revised in 2014, and the
Financial Reporting Standard FRS 102, to the extent that it applies.
Trustees
The Trustees who held office during the year were as follows:
Alan Goode (East Midlands) Appointed November 2019 - Chair of Trustees
David Stevens (Mercia) Appointed November 2014, completed December 2024 - VI￿ Chair
Carolyn Mack (East Midlands) Appointed September 2016, re-elected 2021
lan Hankinson (Mercia) Appointed March 2018, re-elected March 2023
Peter Rowe (CheshirelGreater Manchester) Appointed November 2018, completed April 2024
Francis Sanders (Cheshire/Greater Manchester) Appointed September 2019, completed
December 2024
Kevin Ling (Essex) Appointed January 2024
Andrew Dellar (East Coast) Appointed November 2024
Christine Munn (South Southwestern) Appointed November 2024
Kenneth Boyall (East Coast) Appointed September 2019, completed October 2024
Alan Goode was re-appointed as Chair in April 2024.
David Stevens was re-appointed as Vice Chair in April 2024.
Staff
Karen Monaghan Secretary to Trustees
Jeanne Peall
Honorary Treasurer
Sarah Byatt
Administrator

Edridge Fund of Napo
STRUCTURE GOVERNANCE AND MANAGEMENT
The Edridge Fund (The Fund) operates as an unincorporated association in accordance with a
Trust Deed dated 1st May 1990 and subsequent amending deeds dated 11 th July 2003, 9th May
2013 and as amended by scheme dated 6th July 2020. The Trust Deed of 1990 established the
Fund as an independent charity but retained close links with Napo
the Trade Union and
Professional Association for Probation & Family Court Staff, which have been present from the
Fund's original foundation in 1934. The Deed of 1990 stipulates that Trustees are appointed by
the members of the Napo National Executive Committee by election from candidates nominated
by Napo branches. A maximum of five Trustees are elected to serve for a five-year period. No
Trustee may serve more than fvrfo consecutive terms. Should elections not take place, Trustees
are empowered to elect a Trustee, nomally from those nominated.
New Trustees are provided with an induction pack, which is reviewed regularly. The pack includes
relevant information regarding the Fund's constitution and guidance from the Charity Commission
on the responsibilities and duties of trustees. They are in contact with the staff and other Trustees
for support and advice and undertake a period of shadowing with a mentor Trustee prior to being
a Rota Chair for grant applications.
The Trustees meet five times a year, which have taken place via Zoom for three meetings, and
two fa￿ to face meetings this year. The level of income is reviewed, and financial decisions made
accordingly. Trustees consider reports from staff on activities and review the charity's policies and
governan￿ Complian￿ regularly. During the year, Trustees consider applications for assistance
as soon as they are re￿Ived, with the aim to complete the process within three weeks, but is
usually much shorter, and in emergencies can be within hours. Decisions made by email are then
ratified at Trustees, meetings.
The Fund is administered by staff working remotely, with appropriate measures taken to ensure
the security of confidential information in accordance with GDPR. The principal financial and
operational records are held electronically on a server provided by Napo, though offi￿rS and staff
of Napo have no aC￿sS to those records.
The Trustees try to ensure that we operate as fair employers. We try to ensure we follow all
appropriate employment legislation, with supervision and support for staff provided by the Chair
of the Fund.
OBJECTIVES AND ACTIVITIES
The objects of the Fund as set out in the Trust Deed dated 1 St May 1990 are as follows.. monies
subscribed, donated, or raised for the Fund shall be applied in accordance with the Deed to assist
eligible persons when in need, hardship, or distress, whether or not they have been members of
Napo. This covers a wide range of probation and family court staff, but essentially applies to
anybody who could be a full member, retired member, or professional associate of Napo. In
addition, this covers in some cirCumstan￿s, dependants.
The primary work of the Fund is to provide financial assistance. Grant applications are considered
in line with the process outlined above. In some cases, applicants are given advice, either directly
from the Trustees, or with the assistan￿ of local Edridge Representatives. This advice is usually
to help applicants obtain further help elsewhere, and never involves giving financial advice.

Edridge Fund of Napo
The secondary work of the Fund is to ensure that we continue to have the reSoUr￿S to maintain
our financial assistance. The major contribution to the Fund is the donation we receive from Napo,
and in recent years we have also been assisted with substantial grants from the CSIS Charity
Fund, for which the Board are very grateful. The Fund also receives income from occasional
legacies, donations, and gifts either on a regular basis, or other occasional donations. A small
income is received from the "50150 Club" which is a registered small lottery, and from sales of
Christmas Cards and other merchandise, predominantly at the Napo AGM. There are also
sponsored, and local fundraising events held by Napo branches. An Investment Portfolio is
maintained to provide a free reserve for the Fund, and this is managed professionally.
The Fund also worfis to promote wider knowledge of the Fund, firstly to increase the awareness
of the assistan￿ available to those in need, and secondly to publicise the work of the Fund to
increase donations. To this end we regularly contribute pieces to the Napo Magazine and on
social media. The Fund's website is intended to assist both potential applicants for assistance,
and existing and potential donors. Representatives of the Edridge Fund attend probation-related
cOnferen￿S and events to promote the work of the Fund.
The Charities Act 2006 places a responsibility on charities to ensure that they are for the benefit
of the public, or a section of the public. The Trustees confirm that they have had regard to the
Charities Commission general guidan￿ on public benefrt and reviewed the aims and activities of
the Fund in the light of that guidance. The Trustees are of the opinion that the Fund satisfies these
requirements.
A lications for Assistsnce
The total number of applications in 2024 was 129, which is a significant increase on the number
received in 2023 (102) and 2022 (100). However, the total amount paid in grants during 2024
decreased by 12 % compared with 2023.
Grants were paid in respect of 69 of the applications. 60 were not successful because the
applicants were not eligible, the application was withdrawn, or they were not deemed to be in
financial hardship. The percentage of the total applications for 2024 that were successful was
53 % , compared with 2023 when the per￿ntage of successful applications was 700/0 of the total.
The percentage of refused applications in 2024 was 470/0, an increase compared to 2023 when it
The average grant paid was £386, which is an decrease on 2023 where the average grant was
£426. The amounts granted ranged from £120 to £500. The Trustees continue to attempt to make
grants that match the immediate needs of the applicant.
There were more applications from non-Napo members than from Napo members. In 2024 the
overall amount paid to Napo members was less than the amount paid to other applicants. Two
members of other Unions re￿iVed a grant. We have continued the practice of referring applicants
from other Unions to their own Welfare Funds, before considering an application.
All applicants employed by HMPPS are now advised of their eligibility for the potential assistance
available from the Civil Service Charity "Charity For the Civil Service {CFCS)' on the basis that
those applicants are now Civil Servants. This is a much larger Charity and can provide various
forms of help beyond financial assistan￿.

Edridge Fund of Napo
A full analysis of the applications has been made, including analysis of the Diversity
questionnaires applicants are asked to complete with their applications. The aim of doing this is
for the Trustees to ensure that decisions on applications do not indicate any discriminatory bias.
Set out below is a table of the key results of this analysis under various headings.
All the percentages are a based on successful applications, but we confirm that the same analysis
has been completed on the applications refused. The proportions in all categories are roughly the
same. The Diversity figures are based on 120 forms as a number were not completed. In 2 % of
these fonns, the ethnicity section was blank.
Analysis of Successful Applications
Union Membershi
Na
None
570
£15,260
52Yo
£15, 755
Other Union
Total Paid
2024
Amount Paid
£10,670
45°A
£13,660
£700
3Y.
£850
£26,630
2023
Amount Paid
£30,265
Ethnic Back
round
2024
Whits
770
Black
140
Mixed
20
Asian
50
Gender
Male
Female
730
Trans
00
ender
2024
Prefer not to
answer
Sexual Orientation
2024
Bi-sexual
Ga
l Lesbian
Heterosexual
3/0
Prefer not to
answer
Disabili
Yes
No
2024
30
Governance
During 2024, Trustees continued to ensure the Fund was well placed to address issues relating
to its work in the future. The Trustees also agreed to review maximum grant levels on at each
meeting to ensure applicants needs were being met whilst keeping a balanced budget.
Financial Review
Donations and fund raisin
In 2024 the majority of the income of the Edridge Fund was, On￿ again, provided by grants from
Napo and from CSIS (Civil Service Insurance Society). In addition, funds were re￿iVed from a
bequest from the estate of Anna Martin. The Trustees remain very grateful for the contributions
made by Napo and CSIS, which are of considerable Significan￿ in enabling the Fund to continue

Edridge Fund of Napo
to provide assistan￿ to current and retired Family Court and Probation staff and their dependants
who are in need.
The 50150 Club continued to provide a steady Sour￿ of income, albeit with a small reduction on
the previous year. As a result of some members donating all or a proportion of their winnings
back to the Fund, the net benefit was slightly more than 50 % of the income received. Aside from
this, regular donations continue to decline, which has been the case throughout the charity sector.
Fundraising through Branches and the Family Court Section increased in comparison to 2023.
However, the Importan￿ of a 'in person, Napo AGM to Edridge was once again confirmed, with
another suc￿Ssful year in terms of fundraising through the Edridge stall. £656 was raised
through donations, 50150 Club sign-ups, sales of merchandise and the bucket collection.
Administration and Ex
enditure
Expenditure on administration continued to be tightly managed but did increase in 2024 due to
the one-off costs of re-printing leaflets and renewal of the Edridge Tern trademark. These costs
are within office costs in the notes to the accounts. The majority of applications are now handled
on-line and most communication is by email, resulting in greatly reduced postal costs. Payment
of Invol￿S, grants and 50150 prizes continue to be largely by bank transfer (BACS). Governance
costs, which usually cover Trustee travel expenses and meeting costs, increased in 2024 due to
a Trustee attending a HMPPS event to represent the Edridge Fund. The Trustees held two in-
person meetings and three meetings via Zoom.
Edrid e Investments
In August 2020, the monies returned by HSBC Investments were reinvested and are now
managed by Aberdeen Investments. Our invested funds have recovered from the 2022 market
turmoil, with a modest level of growth by year end 2024.
Future Plans
The Trustees intend to seek to reinvigorate the role of the Edridge representatives across
the country, not only to provide support and assistan￿ to colleagues, but also to assist
with raising awareness of the Fund. We hope that this will also serve to grow income
streams through additional donations and fundraising activity.
The Trustees will continue to promote the benefits to the Fund of regular donations and
payroll giving but will also explore ways of increasing the proportion of income raised
through grassroot fundraising activity.
DECLARATION
The Trustees declare that they have approved the Trustees, Report above
Signed: Alan Goode - Chair of Trustee
31st July 2025

Edridge Fund of Napo
CHAIR'S REPORT
l am pleased to be able to present this report on the work of the Edridge Fund during 2024 and
in so doing to seek your endorsement. I would wish to pay tribute to the Trustees, the local
representatives and the staff group who have continued to work diligently and efficiently to
enable the fvnd to respond to those in need of assistance throughout the year. Particular
thanks are due to David Stephens and Francis Sanders who both completed their terms of
Offi￿ as Trustees at the end of 2024, and we welcome Andrew Deller and Christine Munn who
took up the role having been appointed by the NEC in November last year.
The great majority of applications for assistance come from current staff of the Probation
Service with only a handful of applications from people who are eligible for other reasons.
Essentially to be eligible to re￿1ve a grant an applicant must be eligible to join NAPO. Where
applicants are eligible the Trustees will then determine whether they consider the applicant to
be in financial hardship before deciding a grant. Although the fund is only able to offer relatively
small grants, currently to a maximum of £500, we do get applications from people in significant
financial hardship for whom our ability to respond quickly, where often they have nowhere else
to turn has been hugely important to them.
Through the course of the year many people turned to the fund at points of personal crisis when
some particular situation had tipped them over the edge to a point where they could not
manage. Often relationship breakdown, establishing a home as a single parent and domestic
abuse has lain behind requests for help. Some applicants have faced long term health problems
and resultant reduction in income which has left them struggling financially. Many applicants
have fallen into difficulties in coping with the day to day implications of managing on a low
income with many people having fallen into serious debt which has reduced their ability to cope
when hit by some unforeseen crisis.
The overall financial position of the fund has remained reasonably healthy although this has
been in large part as a result of us benefitting from some generous legacy payments in the last
few years. The fund continues to receive generous grants from both NAPO and the Civil Service
Insurance fund which provide the bedrock of finance to sustain the charity in its work and
without which we would not survive. Given that support, and benefitting from the legacies we
have received we have been able to broadly maintain the level of grants we have awarded
although there have been slightly fewer grants made than in the previous year. However, we are
operating in a context in which we have to recognise that the reductions in NAPO membership
have seen a significant decrease in the grant that NAPO can offer the fund, and changes in
work practices have equally impacted on reducing the monies raised in donations from staff in
local areas. These reductions of £17,000 and £9,000 respectively since the 2010 report was
presented have only been managed because we have benefited from those generous legacies
as mentioned.
It is in that context then that I would ask those of you in a position to do so to consider making a
donation to the fund and to remember the fund when you come to draw up your own will!
Conference is always a source of generosity to the fund and in that spirit I would ask you to
endorse this report.
Finally, I would like to thank those people who act as Edridge representatives in local areas who
can often act as a bridge befvrfeen an applicant and the fund and who ensure that the work of
the fund is publicised at a local level. At a practical level we often find it difficult to get

Edridge Fund of Napo
information about changes in role locally so could l ask that all branches represented at
Conferen￿ ensure that when they get back to work next week that they get their Edridge rep to
contact the Edridge office to confirm their contact details.
Alan Goode - Chair of Trustees
31st July 2025
Independent Examiner's Report on the Accounts
Report to the Trustees of The Edridge Fund of Napo
On accounts for the year ended 3111212024, set out on pages 8 -12 , Charty no. 803493
RESPONSIBLITIES & BASIS OF REPORT
I report to the trustees on my examination of the accounts of the above charity ("the Trust") for
the year ended 3111212024.
As the charity's trustees, you are responsible for the preparation of the accounts in
accordance with the requirements of the Charities Act 2011 (llhe Act").
I report in respect of my examination of the Trust's accounts carried out under section 145 of
the 2011 Act and in carrying out my examination, I have followed all the applicable Directions
given by the Charity Commission under section 145(5){b) of the Act.
INDEPENDENT EXAMINER'S STATEMENT
]. Delete l ] rfnot applicable.
I have completed my examination. I confim that no material matters have come lo my
attention in connection with the examination, which gives me cause to believe that in, any
material respect:
the accounting records were not kept in accordance with section 130 of the Charities Act., or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and
content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other
than any requirement that the accounts give a 'true and fair, view which is not a matter
considered as part of an independent examination.
I have no COn￿rnS and have come across no other matters in connection with the
examination to which attention should be drawn in this report in order to enable a proper
understanding of the accounts to be reached.
Signed. Peter John Smith 211812025
Address: Wayside, Dairy Lane, Astra Juxta Mondrum, Nantwich, cheshi￿ CW5 6DS
Relevant professional qualification: Retired Chartered Accountant

Edridge Fund of Napo
statoment of Financial Activities
for the year ended 31 December 2024
Unrostricted Restricted
Funds
Funds
2024
2024
Total
Funds
2024
Total
Funds
2023
Income from:
Notes
Donations and legacies
Investment Income & Bank interest
Charitable activities
Fund raising
Merchandise sales
Grants re￿1vable
11 &7
33,787
2,020
33,787
2,020
19,007
1,651
10
3,597
103
11.435
3,597
103
11,435
3,353
303
11,414
Totsl Income
50,942
50,942
35,728
Expenditure on..
Raising Funds..
Cost of raising funds
Investment Management
Charitable activities..
Grants payable
Management and delivery of activities 2 ,4,
1,705
1,705
1,624
26,630
15,693
26,630
15,693
30,265
14,077
Total Exponditure
44,028
44,028
45,966
Net Incomel(expenditure} befor•
Investment gainsl(losses)
6,914
6,914
(10,238)
Net gainsl(losses) on investments
Net incomellexpendlture)
before transfers
Transfers befvrfeen funds
16,688
16,688
516
Net movement in funds
16,688
16,688
516
Total funds brought forward
273,924
1,911
275,835
275,319
Total funds carried forward
at 3111212024
290,612
1,911
292,523
275,835

Edridge Fund of Napo
BALANCE SHEET
As at 31st De￿rnber 2024
Notes
2024
2023
FIXED ASSETS
Tangible Assets
Investments
Nil
209,740
10
199,966
CURRENT ASSETS
Debtors
Cash at Bank and in Hand
71
2,648
75,818
85,216
Creditors
Amounts falling due within one year
Accruals
2,504
2,597
Net Current Assets
Total Assets less Current
Llabllities
295,027
292,523
278,432
275,835
Net Ass6ts
292,523
275,835
Charlty Funds
Unrestricted Funds
Restricted Funds
290,612
1,911
273,924
1,911
Total Funds available to the Fund
292 523
275,835
These financial statements were submitted to the Trustees and were approved,
subject to a satisfactory Independent Examination
Alan Goode
Chair of the Trustees, 218t July 2025

Edridge Fund of Napo
Notes forming part of the Accounts
FOR THE YEAR ENDED 31 DECEMBER 2024
1. ACCOUNTING POLICIES
Our AcGounting policies remain as ￿ported in previous years.
2. MANAGEMENT AND DELIVERY OF THE CHARITIES PURPOSE
2024
2023
Notes
staff Salaries
Office Services including rent
Office Costs, postage, computer running costs etc
Insurance
Depreciation on fixed assets
Equipment Purchase
Bank charges
11,994
704
1,155
932
11,131
654
404
851
30
149
185
14,964
3. TANGIBLE ASSETS
The Trustees have once again concluded that our stocks of goods for sale, and operational equipment,
is at a level where it would not be appropriate to account for depreciation, and this would not have any
material effect on the accounts.
4. GOVERNANCE COSTS
2024
2023
Trustees, expenses
Meeting Expenses (zoom & room fee)
Audit and accountancy
Napo Conference expenses
Trustees Training
591
138
390
133
729
523
5. CREDITORS
Wages payment ft)r December 2024
Grants 127124, 128124, 129124 paid in 2025
Web charges Quarter 4 2024
50 50 prize May, Nov, Dec 2024
Corporate Credit Card Dec 24
1,007
1,075
126
246
50
2,504
10

Edridge Fund of Napo
6. FUND RAISING INCOME
Fund Raising and Sponsored events
50150 Club Subscriptions '
1,653
1,944
3,597
'The net benefits to the Fund from the 50150 Club is £999 for the current year.
7. TUUT GRANT RESTRICTED FUNDS
As reported in our 2019 Accounts we had received a grant for specific purposes, which was to
fund the purchase of card reading machines for fund raising purposes. The balance of the
restricted funds are retlected in the accounts. The sum of £154 was spent in 2019. There has been
no further expenditure during the current year.
8. GIFT AID TAX REFUNDS
GiftAid refund 202212023
Gift Aid refund 202312024
629.89
579.75
Total received 2024
1,209.64
The above claims were submitted in 2024, bringing Gift Aid Refvnds up to date.
£1,209.64 is within the figure for regular donations and gifts.
9. DEBTORS
Text to Donate Oct 24
71
10. INVESTMENTS
In March 2020 the Trustees appointed Aberd￿n Investments as their Investment Managers.
Valuation is market value, certified by our investment managers at 31112124. Income received
from the underlying investments is retained within the Fund and transferred to capital. The
increase in value of the portfolio during 2024 reflects the increase in market value.
11. VOLUNTARY INCOME- SPECIAL ITEMS
CSIS Charity Fund
10,000

Edridge Fund of Napo
12