OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

2025-04-05-accounts

John Atcheson Foundation John Atcheson Foundation Statement of Financial Activities (including Income and Expenditure Account) Statement of Financial Activities (including Income and Expenditure Account) For The Year Ended 5 April 2025 For The Year Ended 5 April 2025

2025
2025
2024
2024
Unrestricted
Unrestricted
Unrestricted
Unrestricted
funds
funds
funds
funds
Notes
Notes
£
£
£
£
INCOME AND ENDOWMENTS FROM:
INCOME AND ENDOWMENTS FROM:
Investments
Investments
3
3
96,864
96,864
100,805
100,805
Other
Other
40,338
40,338
34,362
34,362
137,202
137,202
135,167
135,167
EXPENDITURE ON:
EXPENDITURE ON:
Charitable activities:
Charitable activities:
4
4
Distributions and Expenditure
Distributions and Expenditure
(256,988)
(256,988)
(175,391)
(175,391)
NET EXPENDITURE BEFORE INVESTMENT LOSSES
NETEXPENDITURE BEFORE INVESTMENT LOSSES
(119,786)
(119,786)
(40,224)
(40,224)
Net (losses)/gains on investments
Net (losses)/gains on investments
(146,531)
(146,531)
63,144
63,144
NET EXPENDITURE
NET EXPENDITURE
(266,317)
(266,317)
22,920
22,920
NET MOVEMENT IN FUNDS
NETMOVEMENT IN FUNDS
(266,317)
(266,317)
22,920
22,920
RECONCILIATION OF FUNDS:
RECONCILIATION OF FUNDS:
Total funds brought forward
Total funds brought forward
3,870,106
3,870,106
3,847,186
3,847,186
TOTAL FUNDS CARRIED FORWARD
TOTALFUNDSCARRIEDFORWARD
8
8
3,603,789
3,603,789
3,870,106
3,870,106

The The notes on pages 7 to 11 form part of these financial statements. notes on pages 7 to 11 form part of these financial statements.

Page 5 Page 5

John Atcheson Foundation John Atcheson Foundation Balance Sheet Balance Sheet As At 5 April 2025 As At 5 April 2025

2025
2025
2024
2024
Unrestricted
funds
Unrestricted
funds
Total
funds
Total
funds
Notes
Notes
£
£
£
£
FIXED ASSETS
FIXED ASSETS
Investments
Investments
5
5
3,557,490
3,557,490
3,787,554
3,787,554
3,557,490
3,557,490
3,787,554
3,787,554
CURRENT ASSETS
CURRENT ASSETS
Debtors
Debtors
6
6
3,066
3,066
-
-
Cash at bank and in hand
Cash at bank and in hand
50,942
50,942
89,960
89,960
54,008
54,008
89,960
89,960
Creditors: Amounts Falling Due Within One Year
Creditors: Amounts Falling Due Within One Year
7
7
(7,709)
(7,709)
(7,408)
(7,408)
NET CURRENT ASSETS (LIABILITIES)
NETCURRENT ASSETS (LIABILITIES)
46,299
46,299
82,552
82,552
TOTAL ASSETS LESS CURRENT LIABILITIES
TOTALASSETS LESS CURRENT LIABILITIES
3,603,789
3,603,789
3,870,106
3,870,106
NET ASSETS
NETASSETS
3,603,789
3,603,789
3,870,106
3,870,106
FUNDS OF THE CHARITY
FUNDS OF THE CHARITY
Unrestricted Funds:
Unrestricted Funds:
Capital Reserve
Capital Reserve
2,909,294
2,909,294
2,712,757
2,712,757
Income reserve
Income reserve
(227,093)
(227,093)
(107,307)
(107,307)
Fair Value Reserve
FairValue Reserve
921,589
921,589
1,264,656
1,264,656
3,603,789
3,603,789
3,870,106
3,870,106
TOTAL FUNDS
TOTAL FUNDS
8
8
3,603,789
3,603,789
3,870,106
3,870,106

06 Feb 2026 The The financial statements were approved by the board of trustees on financial statements were approved by the board of trustees ON............................................... and were signed on its behalf by: and were signed on its behalf by:

Chas VY\o\eene

Mr Chris McCleane Mr Chris McCleane Mr Mark Regan Mr Mark Regan

Trustee Trustee Trustee Trustee

The The notes on pages 7 to 11 form part of these financial statements. notes on pages 7 to 11 form part of these financial statements.

Page 6 Page 6

John Atcheson Foundation John Atcheson Foundation Notes to the Financial Statements Notes to the Financial Statements

For The Year Ended 5 April 2025 For The Year Ended 5 April 2025

1. 1. General Information General Information

John John Atcheson Foundation is an unincorporated trust and registered charity number 103846. The registered office is The Atcheson Foundation is an unincorporated trust and registered charity number 103846. The registered office is The Linen Hall, 32-38 Linenhall Street, Belfast, County Antrim, BT2 8BG. Linen Hall, 32-38 Linenhall Street, Belfast, County Antrim, BT2 8BG.

2. 2. Accounting Accounting Policies Policies

2.1. 2.1. Basis of Preparation of Financial Statements Basis of Preparation of Financial Statements

The The financial statements have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and financial statements have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 31 accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 31 January January 2022)", Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic 2022)", Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charity Act (Northern Ireland) 2008. of Ireland" and the Charity Act (Northern Ireland) 2008.

The The charitable company is a Public Benefit Entity as defined by FRS 102. charitable company is a Public Benefit Entity as defined by FRS 102.

2.2. 2.2. Fund Accounting Fund Accounting The The Trust has two funds, an Income Fund and a Capital Fund, which are wholly unrestricted. Unrestricted funds Trust has two funds, an Income Fund and a Capital Fund, which are wholly unrestricted. Unrestricted funds comprise those funds which the Trustees are free to use for any purpose in furtherance of the Trust’s objects. comprise those funds which the Trustees are free to use for any purpose in furtherance of the Trust’s objects.

2.3. 2.3. Incoming Resources Incoming Resources

All All incoming resources are recognised once the Trust has entitlement to the resources, it is certain that the resources incoming resources are recognised once the Trust has entitlement to the resources, it is certain that the resources will be received and the monetary value of incoming resources can be measured with sufficient reliability. will be received and the monetary value of incoming resources can be measured with sufficient reliability.

2.4. 2.4. Resources Expended Resources Expended

Liabilities are recognised as resources expended as soon as there is a legal or constructive obligation committing the Liabilities are recognised as resources expended as soon as there is a legal or constructive obligation committing the Trust Trust to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings that that aggregate all costs related to the category. aggregate all costs related to the category.

Distributions are payments made to third parties in the furtherance of the charitable objectives of the Trust. Distributions are payments made to third parties in the furtherance of the charitable objectives of the Trust. Distributions are accounted for when the recipient has a reasonable expectation that they will receive a distribution Distributions are accounted for when the recipient has a reasonable expectation that they will receive a distribution and the Trustees have agreed to pay the distribution without condition. and the Trustees have agreed to pay the distribution without condition.

2.5. 2.5. Investments Investments

Investments are stated on the balance sheet at fair value and all movements, including realised and unrealised gains Investments are stated on the balance sheet at fair value and all movements, including realised and unrealised gains

and losses, are shown in the Statement of Financial Activities. Realised gains and losses are the aggregate of profits and losses, are shown in the Statement of Financial Activities. Realised gains and losses are the aggregate of profits and losses of sales of investment units. and losses of sales of investment units.

2.6. 2.6. Cash and Cash Equivalents Cash and Cash Equivalents

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three

months or less from the date of acquisition or opening of the deposit or similar account. months or less from the date of acquisition or opening of the deposit or similar account.

2.7. 2.7. Financial Instruments Financial Instruments

The The trust only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic trust only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial financial instruments are initially recognised at transaction value and subsequently measured at their settlement value, instruments are initially recognised at transaction value and subsequently measured at their settlement value, with the exception of any interest bearing loans which are subsequently measured at amortised cost using the with the exception of any interest bearing loans which are subsequently measured at amortised cost using the effective interest method. effective interest method.

2.8. 2.8. Taxation Taxation

As As a registered charitable trust, the Trust is not liable to either Income Tax or Corporation Tax. a registered charitable trust, the Trust is not liable to either Income Tax or Corporation Tax.

2.9. 2.9. Debtors Debtors

Short term debtors are measured at transaction price (which is usually the invoice price), less any impairment losses Short term debtors are measured at transaction price (which is usually the invoice price), less any impairment losses for for bad and doubtful debts. Loans and other financial assets are initially recognised at transaction price including any bad and doubtful debts. Loans and other financial assets are initially recognised at transaction price including any transaction transaction costs and subsequently measured at amortised cost determined using the effective interest method, less costs and subsequently measured at amortised cost determined using the effective interest method, less

any impairment losses for bad and doubtful debts. any impairment losses for bad and doubtful debts.

2.10. 2.10. Creditors Creditors

Short term creditors are measured at transaction price (which is usually the invoice price). Loans and other financial Short term creditors are measured at transaction price (which is usually the invoice price). Loans and other financial liabilities are initially recognised at transaction price net of any transaction costs and subsequently measured at liabilities are initially recognised at transaction price net of any transaction costs and subsequently measured at

amortised cost determined using the effective interest method. amortised cost determined using the effective interest method.

Page 7 Page 7

John John Atcheson Foundation Atcheson Foundation Notes to the Financial Statements (continued) Notes to the Financial Statements (continued) For The Year Ended 5 April 2025 For The Year Ended 5 April 2025

3. 3. Investment Income Investment Income

==> picture [473 x 195] intentionally omitted <==

----- Start of picture text -----
|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |2025|2025|2024|2024| |Unrestricted|Unrestricted|Unrestricted|Unrestricted| |funds|funds|funds|funds| |£|£|£|£| |Bank interest receivable|Bank|interest|receivable|-|-|4,010|4,010| |Dividends & securities|Dividends|&|securities|96,864|96,864|96,795|96,795| |96,864|96,864|100,805|100,805| |2025|2025|2024|2024| |£|£|£|£| |UK dividends|UK|dividends|52,962|52,962|59,104|59,104| |UK Unit Trust & OEIC dividends|UK|Unit|Trust|&|OEIC|dividends|20,505|20,505|22,089|22,089| |Property income dividends|Property|income|dividends|1,013|1,013|461|461| |Overseas securities|Overseas|securities|22,384|22,304|15,142|Lee| |96,864|96,864|96,796|96,796|

----- End of picture text -----

==> picture [120 x 47] intentionally omitted <==

----- Start of picture text -----
|||||||| |---|---|---|---|---|---|---| |UK dividends|UK|dividends| |UK Unit Trust & OEIC dividends|UK|Unit|Trust|&|OEIC|dividends| |Property income dividends|Property|income|dividends| |Overseas securities|Overseas|securities|

----- End of picture text -----

4. 4. Analysis of Expenditure Analysis of Expenditure

==> picture [480 x 365] intentionally omitted <==

----- Start of picture text -----
||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---| |2025|2025| |Activities|Activities| |undertaken|undertaken|Support|Support| |directly|directly|costs|costs|Total|Total| |£|£|£|£|£|£| |Distributions and Expenditure|Distributions|and|Expenditure|233,105|233,105|23,883|23,883|256,988|256,988| |2024|2024| |Activities|Activities| |undertaken|undertaken|Support|Support| |directly|directly|costs|costs|Total|Total| |£|£|£|£|£|£| |Distributions and Expenditure|Distributions|and|Expenditure|155,500|155,500|19,891|19,891|175,391|175,391| |4.1.|4.1.|Professional fees & expenses|Professional|fees|& expenses expenses| |2025|2024| |£|£| |Investment fees|Investment|fees|21,587|16,173| |Independent examination fees|Independent|examination|fees|2,103|3,005| |194|713| |Administration expenses|Administration|expenses| |23,883|19,891| |4.2.|4.2.|Distributions|Distributions| |2025|2025|2024|2024| |£|£|£|£| |Aware|Aware Defeat Depression - Bank of Ireland|Defeat|Depression|-|Bank|of|Ireland|10,000|10,000|-|-| |Ballykelly Primary School|Ballykelly|Primary|School|-|-|2,500|2,500| |...CONTINUED|... CONTINUED|

----- End of picture text -----

4.1. 4.1. Professional fees & expenses Professional fees & expenses expenses

Investment fees Investment fees Independent examination fees Independent examination fees Administration expenses Administration expenses

Page 8 Page 8

John John Atcheson Foundation Atcheson Foundation Notes to the Financial Statements (continued) Notes to the Financial Statements (continued) For The Year Ended 5 April 2025 For The Year Ended 5 April 2025

Belfast Homeless - Bank Of Ireland
Belfast Homeless - Bank Of Ireland
125,000
125,000
20,000
20,000
CAF - Unknown Transaction
CAF - Unknown Transaction
-
-
5,000
5,000
Comber Youth For Christ - Northern Bank Ltd
ComberYouth For Christ - Northern Bank Ltd
-
-
10,000
10,000
East Belfast Mission
East Belfast Mission
-
-
15,000
15,000
Horatio'S Garden
Horatio'S Garden
-
-
7,000
7,000
Marie Curie
Marie Curie
-
-
15,000
15,000
Mcdonald Centre
Mcdonald Centre
-
-
15,000
15,000
Mcdonald Centre - Northern Bank Ltd
Mcdonald Centre - Northern Bank Ltd
10,000
10,000
10,000
10,000
NATIONAL GRID NEW
NATIONALGRID NEW
18,105
18,105
-
-
Ni Hospice
Ni Hospice
10,000
10,000
15,000
15,000
Northern Ireland Polio Fellowship
Northern Ireland Polio Fellowship
10,000
10,000
1,000
1,000
Rosie’S Trust - Santander Uk Pl
Rosie’S Trust - Santander Uk Pl
38,000
38,000
10,000
10,000
Royal National Mission to Deep Sea Fishermen
Royal National Mission to Deep Sea Fishermen
2,000
2,000
-
-
Salvation Army Donation - Reliance Bank Ltd
Salvation Army Donation - Reliance Bank Ltd
-
-
5,000
5,000
Satco General Income Central Trust
Satco General Income Central Trust
10,000
10,000
-
-
St Vincent De Paul, St Therese - AIB Group (Uk) Plc
St Vincent De Paul, St Therese - AIB Group (Uk) Plc
-
-
10,000
10,000
Svdp
Svdp
-
=
15,000
15,000
233,105
233,105
155,500
155,500
5. Investments
5.
Investments
Other
Other
£
£
Cost or Valuation
Cost or Valuation
As at 6 April 2024
As at 6 April 2024
3,787,553
3,787,553
Additions
Additions
748,496
748,496
Disposals
Disposals
(635,491)
(635,491)
Fair value adjustments
Fairvalue adjustments
(343,068)
(343,068)
As at 5 April 2025
As at 5 April 2025
3,557,490
3,557,490
Provision
Provision
As at 6 April 2024
As at 6 April 2024
-
-
As at 5 April 2025
As at 5 April 2025
-
-
Net Book Value
Net Book Value
As at 5 April 2025
As at 5 April 2025
3,557,490
3,557,490
As at 6 April 2024
As at 6 April 2024
3,787,553
3,787,553
Investments (at cost)
Investments(atcost)
Investments (at cost)
Investments (at cost)
Cost as at 6 Cost as at 5
April 2024 Purchases Disposals April 2025
£ £ £ £
UK Fixed Interest
UK Fixed Interest
44,295 - - 49,982
Other UK Fixed Interest
Other UK Fixed Interest
719,985 275,171 (355,306) 628,587
Alternative Investments
Alternative
Investments
363,393 82,609 (168,064) 278,990
UK Equities
UK Equities
747,944 7,792 (112,120) 1,280,945
Overseas Equities
Overseas Equities
798,635 382,924 - 1,662,055
2,674,252 748,496 (635,491) 3,900,559

Page 9 Page 9

John John Atcheson Foundation Atcheson Foundation Notes to the Financial Statements (continued) Notes to the Financial Statements (continued) For The Year Ended 5 April 2025 For The Year Ended 5 April 2025

Investments (at market Investments (at market value) value)

Investments (at market
value)
Investments (at market
value)
Market value as
Market valueas
Change in
Change in
Market value as
Market valueas
at 6 April 2024
at 6 April 2024
Purchases
Purchases
Disposals
Disposals
market value
marketvalue
at 5 April 2025
at 5 April 2025
£
£
£
£
£
£
£
£
£
£
UK Fixed Interest Bonds
UK Fixed Interest Bonds
49,982
49,982
-
-
-
-
(862)
(862)
49,120
49,120
Other UK Fixed Interest Bonds
Other UK Fixed Interest Bonds
708,723
708,723
275,171
275,171
(355,306)
(355,306)
12,739
12,739
641,326
641,326
Alternative Investments
Alternative Investments
364,445
364,445
82,609
82,609
(168,064)
(168,064)
92,035
92,035
371,025
371,025
UK Equities
UK Equities
1,385,273
1,385,273
7,792
7,792
(112,120)
(112,120)
(295,277)
(295,277)
985,667
985,667
Overseas Equities
Overseas Equities
1,279,131
1,279,131
382,924
382,924
-
-
(151,703)
(151,703)
1,510,352
1,510,352
3,787,554
3,787,554
748,496
748,496
(635,491)
(635,491)
(343,068)
(343,068)
3,557,491
3,557,491
6. Debtors
6.
Debtors
2025
2025
2024
2024
£
£
£
£
Due within one year
Due within one year
Other debtors
Other debtors
3,066
3,066
-
-
7. Creditors: Amounts Falling Due Within One Year
7.
Creditors: Amounts Falling Due Within One
Creditors: Amounts Falling Due Within One Year
Year
Evelyn Partners
Evelyn Partners
2025
£
4,381
2025
£
4,381
2024
£
4,383
2024
£
4,383
Accruals
Accruals
3,328
3,328
3,025
3,025
7,709
7,709
7,408
7,408
8. Movement in Funds
8.
Movement in Funds
8. Movement in Funds
8.
Movement in Funds
As at 6 April
2024
As at 6 April
2024
Income
Income
Expenditure
Expenditure
As at 5 April
2025
As at 5 April
2025
£
£
£
£
£
£
£
£
Unrestricted funds
Unrestricted funds
Designated:
Designated:
Fair Value reserve
FairValue reserve
1,264,656
1,264,656
-
-
(343,067)
(343,067)
921,589
921,589
Income reserve
Income reserve
(107,307)
(107,307)
137,202
137,202
(256,988)
(256,988)
(227,093)
(227,093)
Capital reserve
Capital reserve
2,712,757
23712,757
196,536
196,536
-
-
2,909,293
2,909,293
Total unrestricted funds
Total unrestricted funds
3,870,106
3,870,106
333,738
333,738
(600,055)
(600,055)
3,603,789
3,603,789
Total funds
Totalfunds
3,870,106
3,870,106
333,738
333,738
(600,055)
(600,055)
3,603,789
3,603,789

9. 9. Related Party Disclosures Related Party Disclosures

There There were. no Trustee fees charged in 2025.In the opinion of the Trustees, there were no related party transactions to be were. no Trustee fees charged in 2025.In the opinion of the Trustees, there were no related party transactions to be disclosed in the accounts. disclosed in the accounts.

Page 10 Page 10

John Atcheson Foundation John Atcheson Foundation Detailed Statement of Financial Activities (including Income and Expenditure Account) Detailed Statement of Financial Activities (including Income and Expenditure Account) For The Year Ended 5 April 2025 For The Year Ended 5 April 2025

2025
2025
2024
2024
Total
funds
Total
funds
Total
funds
Total
funds
£
£
£
£
INCOME AND ENDOWMENTS FROM:
INCOME AND ENDOWMENTS FROM:
Investments
Investments
Dividends & securities
Dividends & securities
96,864
96,864
96,795
96,795
Bank interest receivable
Bank interest receivable
-
-
4,010
4,010
96,864
96,864
100,805
100,805
Other
Other
Other gross income
Other gross income
1,899
1,899
465
465
Gross interest received
Gross interest received
38,439
38,439
33,506
33,506
2020 Swiss Tax Reclaim
2020 Swiss Tax Reclaim
-
-
391
391
40,338
40,338
34,362
34,362
137,202
137,202
135,167
135,167
EXPENDITURE ON:
EXPENDITURE ON:
Raising funds
Raising funds
Accountancy fees
Accountancy fees
(1)
(1)
-
-
Bank charges
Bank charges
1
1
-
-
Charitable Activities:
Charitable Activities:
Distributions and Expenditure
Distributions and Expenditure
Distributions
Distributions
(233,105)
(233,105)
(155,500)
(155,500)
Accountancy fees
Accountancy fees
(2,102)
(2,102)
(3,005)
(3,005)
Professional fees
Professional fees
(21,587)
(21,587)
(16,174)
(16,174)
Bank charges
Bank charges
(194)
(194)
(712)
(712)
(256,988)
(256,988)
(175,391)
(175,391)
(256,988)
(256,988)
(175,391)
(175,391)
NET EXPENDITURE BEFORE INVESTMENT LOSSES
NET EXPENDITURE BEFORE INVESTMENT LOSSES
(119,786)
(119,786)
(40,224)
(40,224)
Net (losses)/gains on investments
Net (losses) /gains on investments
Gain / (loss) on disposal of investments property
Gain/ (loss) on disposal ofinvestments property
-
-
(16,562)
(16,562)
Realised gain / (loss) on disposal of investments
Realised gain / (loss) on disposal of investments
196,537
196,537
49,205
49,205
Unrealised gains / (losses) on revaluation of investments
Unrealised gains / (losses) on revaluation of investments
(343,068)
(343,068)
30,501
30,501
(146,531)
(146,531)
63,144
63,144
NET (EXPENDITURE)/INCOME
NET(EXPENDITURE)/INCOME
(266,317)
(266,317)
22,920
22,920

Page 11 Page 11