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2024-05-31-accounts

Romanoff Foundation

Romanoff Foundation Charity No. 1037622 Company No. 02924789

REPORT AND ACCOUNTS FOR THE YEAR ENDED

31 MAY 2024

Romanoff Foundation

TRUSTEES’ REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2024

CONTENTS

Page
Legal and administrative details 2
Report of the Trustees 3
General Corporate Information 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Financial Statements 7
Report of the Independent Examiner 8

1

Romanoff Foundation

REGISTERED CHARITY NO:

1037622

COMMITTEE OF MANAGEMENT

Mr. JEAN-EVRARD DOMINICE

TRUSTEES

REGISTERED OFFICE

INVESTMENT ADVISORS

Mr. GREGORY WOLCOUGH Mr. PETER BOBRINSKY Mr. FRANCIS MATHEW Mr. ANDREI RODZIANKO Mr. JAMES GALITZINE Mr. JEAN-EVRARD DOMINICE 25 FIDDLEBRIDGE LANE HATFIELD HERTFORDSHIRE AL10 0SP INVESTEC WEALTH & INVESTMENT LIMITED 30 GRESHAM STREET LONDON EC2V 7QN

BANKERS

COUTTS & CO 440 STRAND LONDON WC2R OQS

INDEPENDENT EXAMINER

PAUL SKIPPER FCA HBB AUDIT LIMITED HATFIELD HERTFORDSHIRE AL10 0SP

Charity Registered in England with The Charity Commission.

2

Romanoff Foundation

Registered Number 1037622

REPORT OF THE COMMITTEE OF MANAGEMENT

During the 2024 fiscal year, the Romanoff Foundation (RF) continued pursuing its charitable mission despite the difficult global backdrop and an internal reorganisation. We continued to support the “Azbuka School” Scholarship Program – supporting two deserving students at the only Russian and English bi-lingual school in London. On the events side, in conjunction with Grange Park Opera, the RF held a fascinating talk in London in May 2024 featuring Oxford Professor Philip Bullock on Rachmaninoff and his opera Aleko. The event attracted a significant audience and we continued to add content on our youtube and podcast channels. These channels continue to attract strong interest with circa 10,000 views achieved across all of our videos. We view our work with charities as an ongoing partnership and plan to continue to support the above charities and projects when possible and needed.

We are grateful to our regular donors and for all donations related to our events and other activities. We look forward to continuing to build and engage with our donor community in the year ahead.

Many trustees were appointed for a new 5-year term during the fiscal year and we also added a new trustee to further strengthen the team. The new board will allow for more activity and a longer term view for the trajectory of the organisation. Notably, in subsequent months the RF has helped to found a choir in London that focuses on Slavic music, holding its first concert in November 2024. We hope to continue to support charities we have established relationships with and engage with them on their projects when possible and needed

Trustee name:

For and on behalf of The Committee of Management of the Romanoff Foundation

3

Romanoff Foundation

GENERAL CORPORATE INFORMATION

The Romanoff Foundation is a corporation limited by guaranty and was incorporated in England and Wales on 3 May 1994, company registration number 2924789. The subscribing members are Princess Dorrit Romanoff, Gregory Wolcough, Mr. Peter Bobrinsky, Mr. Alex Kotchoubey, Mr. Andrei Rodzianko and Mr. Jean-Evrard Dominice all of whom now comprise the Committee of Management. The limit of the guarantee of each of the subscribing members is £1. The company was entered into the Central Register of Charities in England on 17 May 1994, registered number 1037622.

The financial year-end of the fund is 31[st] May. The report and accounts are for the year ended 31 May 2024.

The investments in U.K. Treasury bonds are valued at the lower of cost or current market value. Further, it does not take into account any accrued interest that might have been earned from date of purchase to statement date. Any interest earned is taken into the accounts as and when it is paid into the bank account of the fund.

There have been changes in the Committee of Management since the incorporation of the fund.

Prince Rostislav Romanoff died on 8[th] January 1999 and Mr. Gregory Wolcough took over his responsibilities. Prince Dimitri Romanov died at the end of December 2016 and four new trustees were added in February 2018. Mr. Gregory Wolcough handed over his responsibilities to Mr. Jean-Evrard Dominice after the 2022 annual report.

4

Romanoff Foundation

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MAY 2024

INCOME
Donations
Books
Gift Aid
Dividends Received
Interest Received
Realised Gain or Loss
TOTAL INCOME
EXPENDITURE
BUSINESS EXPENSES
Annual Return
Bank Charges
Penalties
Website
Accountancy
Investment Management Fees
Postage
TOTAL BUSINESS EXPENSES
CHARITY EXPENSES
Project Expenses
Donations
Promotions
Entertainment
Event Costs
TOTAL CHARITY EXPENSES
TOTAL EXPENSES
GAIN/LOSS ON REVALUATION OF
INVESTMENTS
PROFIT/LOSS
2024
2023
£
£
5,572
4,658
-
-
-
-
5,645
6,411
871
641
13,097
-
25,185
11,710
107
-
489
510
200
-
-
580
996
780
3,558
3,754
-
-
5,350
5,624
-
-
2,500
5,760
-
-
182
216
4,686
2,028
7,368
8,004
12,718
13,628
1,482
(29,178)
13,949
(31,096)

5

Romanoff Foundation

BALANCE SHEET
FOR THE YEAR ENDED 31 MAY 2024
2024 2023
£ £
ASSETS
Cash and Bank Accounts
Current Account 9,313 13,725
Investment Account 22,827 3,882
Dividends Account 1,397 1,041
Total Cash and Bank Accounts 33,537 18,648
Investments 290,205 291,969
TOTAL ASSETS 323,742 310,617
LIABILITIES & EQUITY
Liabilities 1,984 2,808
Equity 321,758 307,809
TOTAL LIABILITIES & EQUITY 323,742 310,617

6

Romanoff Foundation

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31[ST] MAY 2024

ACCOUNTING POLICIES

Accounting Convention and Basis of Preparation of Accounts

The accounts have been prepared under the Historical Cost Convention.

Donations and Grants

Donations and grants are accounted for when received.

Administration Expenses

Administration expenses are accounted for on an accrual basis.

Fixed Assets and Depreciation

Fixed assets are stated at historic cost less accumulated depreciation. Depreciation is provided for at rates calculated to write off the cost, less estimated residual value, over the expected useful life.

Foreign Currencies

Assets and liabilities denominated in foreign currencies are translated at the middle market rate of exchange ruling at the balance sheet date.

Transactions in foreign currencies are recorded at the rate of exchange ruling at the date of the transaction. Any differences are taken to the profit and loss account.

Trustees

No Trustees received remuneration from the Fund. Expenses incurred by the Trustees were paid to them.

7

Romanoff Foundation INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF ROMANOFF FOUNDATION I rcport to ihc truslccs on niy examination of thc accounls of Wcllficld Trust (thc Trust) for Ihc year ended 31 May 2024, which are sel out on thc aitschcd 7 pagcs. Respoiisibilities aiid basis of report As the charity trustees of the Trust you are responsible for the preparation of Ihc accounts in aLcordanc¢ wilh Ihc requirements of the Charities Act ?01 l('the Act,). (10) I report in respeci of my examinalion ofthe Trustee's accounts carried out under section 145 of the 2011 Act and in carying out my exaininalion I have followed all the applicable Direclions givcn by ihc Charity Commission under seciion 145(5}(b) of the 2011 Aci. Indepeiideiit &raiiiiner's slaleiiienl I have completed my exan]inaiion. I confirn] thai no material mailers have conie to my attention in conneclion witli Ihc cxaminaiion giving mc causc to bclicvc that in any matcrial rcsp¢¢l: ( l ) accounting records werc not kept in rcspcci of th¢ Trust as rcquircd by scclion 130 of Ihc Acl; or (2) the accounts do not accord ivith thosc rccord5. I have no concerns and have come across no other matters in connection with the examination to M,hich allenlion should be draivn in tliis reporl in order to cnable a propcr understanding ol Ihc accounls io bc rcachcd. P A R Skippei Bsc FCA HBB Audit Limil¢d Bridge House 25 Fiddlebridoc Lane Hatfield Hertfordshire ALIOOSP Lzg