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35,993 claims
The Trust has adequate resources to continue in operational existence for at least twelve months from the date these financial statements were approved.
After making enquiries, the Trustees have a reasonable expectation that the Trust has adequate resources to continue in operational existence and meet its liabilities as they fall due for the foreseeable future, being a period of at least twelve months from the date these financial statements were approved.
Financial · Observational claim · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 6
The financial statements comply with the Charities SORP (FRS 102) and the Financial Reporting Standard applicable in the UK.
The 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 accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
Financial · Policy statement · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 6
The trust's financial statements were approved by the trustees on January 28, 2026.
The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:
Governance · Procedural statement · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 10
The trust's net assets at year-end were £2,695,786.
The net assets of the Trust at 5 April 2025 were £2,695,786 (2024: £2,943,918).
Financial · Observational claim · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 10
The trust's financial statements comply with the Charities Act 2011 and FRS 102.
In preparing these financial statements, the Trustees are required to: select suitable accounting policies and then apply them consistently; observe the methods and principles of the Charities SORP (FRS 102); make judgments and accounting estimates that are reasonable and prudent;
Governance · Policy statement · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 6
The trust's constitution is under a Trust deed registered in England and Wales.
Robert and Felicity Waley-Cohen Charitable Trust is a charity registered in England and Wales. The Trust's registered Chairty number is 272126 and the principal office is 27 South Terrace, London, SW7 2TB.
Governance · Policy statement · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 10
The trust's reserves policy is to apply income year-on-year as it is received.
The Trustees policy is to apply the income year on year as it is received, so that expenditure broadly matches income received, other than retaining an amount sufficient to cover any outstanding and accrued professional and administrative fees.
Financial · Policy statement · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 6
The trust expects to continue its current objectives and grant-making activities in the forthcoming year.
The Trust do not expect any significant changes in the objectives of the Trust in the forthcoming year and intend to continue to make grants from each of the income funds within the capability of each of the funds.
Strategic · Commitment statement · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 6
The trust's financial review shows a net decrease of £99,052 in overall cash funds.
The overall cash funds of the Trust show a net decrease of £99,052 (2024: net decrease of £2,160).
Financial · Observational claim · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 5
The trust's main achievements include supporting young people with mental health challenges in Banbury, Oxfordshire, and Warwickshire.
During the year the Trust made total donations of £376,491 (2024: £291,854). A detailed analysis of the grants made can be seen within note 7 of the financial statements. The charitable trust is concentrating the majority of its resources on supporting young people with mental health challenges in Banbury, Oxfordshire, and Warwickshire while continuing to support the Oxford Children's Hospital, the Francis Crick Institute and those arts organisations which the Trustees have supported for many years.
Service · Observational claim · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 4
The trust's investments generated a net loss of £132,358 in the year.
The investments this year generated a net loss of £132,358 (2024: net gain of £321,863).
Financial · Observational claim · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 4
The trust's investment policy aims for a balance between income return and capital growth.
The Trustees' investment objective is one of a balance between income return and capital growth.
Operational · Policy statement · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 4
The trust made total donations of £376,491 during the year.
During the year the Trust made total donations of £376,491 (2024: £291,854).
Financial · Observational claim · From Thomas Waley-Cohen Charitable Trust — annual report and accounts, year ending 05 April 2025, page 4
The charity's total income from donations increased from £250,305 in the previous year to £283,496 in 2025.
Unrestricted Restricted Total Unrestricted Restricted Total funds funds funds funds Donations and gifts 196,778 86,718 283,496 128,741 121,564 250,305
Financial · Observational claim · From Beyond Shame, Beyond Stigma — annual report and accounts, year ending 30 September 2025, page 16
The charity received £2,500 from St James Place Charitable Foundation to support the expansion of its Schools Programme.
In September 2024, Beyond received £2,500 in funding from St James’s Place to support the expansion of our Schools Programme. This funding was specifically allocated as a contribution towards the salary of a Schools Programme Manager, enabling us to broaden the programme’s reach and impact among school communities.
Commissioning · Observational claim · From Beyond Shame, Beyond Stigma — annual report and accounts, year ending 30 September 2025, page 18
The charity received £2,000 from All Aboard in September 2024 to fund a campaign video.
In September 2024, Beyond received a grant of £2,000 from All Aboard to fund the production of a campaign video. This video served as the central creative asset for our Big Give fundraising campaign, which took place in December 2024.
Commissioning · Observational claim · From Beyond Shame, Beyond Stigma — annual report and accounts, year ending 30 September 2025, page 18
The charity's unrestricted funds increased from £98,692 to £157,332 in the year ending September 2025.
At 1 October 2024 Incoming resources Resources expended Transfers At 30 September 2025 General funds 98,692 197,962 (151,258) 11,936 157,332
Financial · Observational claim · From Beyond Shame, Beyond Stigma — annual report and accounts, year ending 30 September 2025, page 19
The charity's expenditure on charitable activities includes costs for providing specialist support and educational resources.
Expenditure on charitable activities includes the costs of providing specialist support and educational resources to promote and protect the mental health and wellbeing of young people, their families and educators and other activities undertaken to further the purposes of the charity and their associated support costs.
Service · Procedural statement · From Beyond Shame, Beyond Stigma — annual report and accounts, year ending 30 September 2025, page 15
Basic financial assets are initially measured at transaction price and subsequently carried at amortised cost.
Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction.
Financial · Procedural statement · From Beyond Shame, Beyond Stigma — annual report and accounts, year ending 30 September 2025, page 15
The charity's financial instruments are recognized when it becomes party to the contractual provisions of the instrument.
Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.
Financial · Procedural statement · From Beyond Shame, Beyond Stigma — annual report and accounts, year ending 30 September 2025, page 15