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← The Princess Royal Trust For Carers In Hampshire

2025-03-31-accounts

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE A company Ilmlted by guarantee (Charlty No.. 1040518> (Company No: 2955846) Report of the Trustees and Financial Ststements For the year ended 31 March 2025

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE YEAR ENDED 31 MARCH 2025 CONTENTS Pagès Legal and Adminr8trative Infomallon Trustees, Reprxt Ind8p8nd8nt AudStorfs Report 9-12 Statement of Flnanclal Activities 13 Ba18nc8 Sheèt 14 SLqt8ment of Ca8h Flows 15 Not88 to the Fiianclal Stat8m8nts 16-27

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE YEAR ENDED 31 MARCH 2025 LEGAL AND ADMINISTRATIVE INFORMATION CHARITY NUMBER: 1040518 COMPANY NUMBER: 2955846 CHANGE OF NAME The charKable company (Ihe Charilf) passed a spedal reSOlutk￿ on 11 July 2(KJ9 changing hts name from Wlnch8st8r and District Carer8 Centre to The Prfncess Royal Trust for Carers in Hampshire, DIRECTORS AND TRUSTEES The diredors of the Charity ar8 Its tnJste8s for the purwse of chaTIty law arm4 throughoutthls report arè collectiveby referred to as its truste8S. Th8 tru8t8ès serving during the year and slnce Ihe year*nd were as follows: A Darlington M Larcombe M. Marval M. Moore l. Tait CHIEF EXECUTIVE: K Heatsey MBE REGISTERED OFFICE: Andover War Memorlal Hospital Charlton Road Andover Hampshirg United Klngdom SP10 3LB AUDITOR: Rothmans Audit LLP Avebury House St. Petsr Stre8t Wlnchester Hampshire S023 8BN BANKERS: National Westrninster Plc. Old Bank Branch 105 Hlgh Street Winchester Hampshire S023 9AW

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Comp8ny No: 2955846) REPORT OF THE TRUSTEES FOR THE YEAR ENDING 31 MARCH 2025 The Trustees are pleased to present th8ir report togèther with the financial ststements of the Charity for the year ending 31 March 2025. which are also KThpared to mèet the requirements for a directors. report and accounts for Companl8s Act purposès. Legal and Adrninistrative infonnation set out on page 1 forms part of this report. The financial statements have been prepared in accordance with the accounting policies set oul in note 1 to the accounts and comply with the Memorandum and Articles of A$S￿lat￿)n. the Chariiies Act 2011. th8 Companies Act 2006 and Accounting and Reporting by Charities: Slatement of ReCornmend￿1 PractKe applica)le to charfties prepartng iheir acC￿nIS In accordance wlth th8 Financial Rep￿tIng Stsndard applicable in tho UK and Ropublic of Ireland (FRS 102). STRUCTURE GOVERNANCE AND MANAGEMENT Constitution The Princess Royal Trust for Carers in Hampshire is a company limited by guarants6 and a reglslered charty governed by its Memorandum and Artlcles of Association. The obJ8ctives of the Charlty are Set out in its Memorandum and Articles of Association and are focussed on supporting people who are caring for others and are themselves in noc8ssitcrt￿ drcumstsnc8s arKI advancing education concerning carin9 among carers and the public. Mothod of appolntment of Tru8t008 and pollelos adoptsd for tho Inductlon and tralnlng of TrustO08 The Charity is managed by a Board of volunteèr Trustees WIK) have a dlrect Inlerest In Carers. l.e. they are or were Carers th8mselves or have expwience, now or In the recent Past, of organlsations provldlng servlces and sUp￿rt for Carers. The latter inclLMdes Doctors (current orfomwr), elected Councillors. Directors of commerclal companies provhaing Carer support plus those with an interest in Carer issues who have skills. e.g. financlal, buslnèss, fund raising, which is of us8 to thè Charity. TheTrust808 ar8 non-executiv8 but provMJe supportfrom thelr experience in relevant areas of businèss (finance. budgéting, org8nisational). Prospedive Trustees are introduced to the current Trustees and. rfthey ar8 judged to fit the profile sought, they ar8 Invit8d to Board meetings. to events and to meetings with e*ntre staff. The new Trustses are requir8d to attend an inducts'on programme to acquaint thémselves fully with the Trusts cor8 activities. If, after a p￿0d of time attending Board me8tlngs. staff mèetings and Carer events. the proposed Trustee feels they are able and have a desire to be involved viith the Charity as a Tnjstee. the Board will decide. based upon its needs and its view of the proposed Trustee. to invite them to join the Board. At the F)oint of joining the Board. new Trustees are tharefor8 familiar with Ihe 0￿ratIonS of Ihe Chaiity and further speciftc training is providod as necessary. Doujments and plans for currenl and proposed activities are presented to the Board. Tru8taos' Indemnlty Insuran An Insurance policy is in place to indomnfy the Trustees against any negative financial impact resulling from actions of Trustees made in go(xl faith. Organlsatlonal structuro and doclslon maklng The Charity is managed by a Board of Trustees. The Board meets quarterly with day-tTrday management do18gat6d lo the Centre's Chief Executive. RerM)rts from the Chairman and Chlef Executlve are glven at Board Meetings to enable discussion of any actions to ensure the Chaiity's obj6dives are met. Tha Charity is auton¢)mous in terms of control and financing bul is a Network Partner of Carers T￿￿t and is affiliated to Corers UK. The ChariV8 activities are regulated by the govemlng document which Is b)catsd at the reglstered office.

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955848) REPORT OF THE TRUSTEES FOR THE YEAR ENDING 31 MARCH 2025 Koy management personnel r•munèrallon The Trustees conslder the Board of TTUStees, the Chief Executlve arKI $8nbor management comprlse lh8 key managem8nt personnel of the Charity In charge of directing and controlling the Charlty and running and op8r8ting tha Charity on a day to day bas15. All Trustees give of their time freely and no Trustee remuneration W8s paid in tho year. The pay of the Trusfs senlor management is revlewed annually by the Trustees. Related party rolatlonships In the opinion of the Chairman and the Trustees, the only r8lated paty transaction8 In tha year are those disCk)s￿l in the note8. Rlsk managomant The Trustees have asse5wJ the major Tbsks to whkh th8 Charity is 8xposed. in particular th058 related to the operations and flnances of the Charity. They are satistled that systems and prrtedures are in place to mltigate their axposur8 to Ihe major risks. OBJECTIVES AND ACTivrriES Pol1cl￿ and objectlv The Trustegs have devlsed a comprehensive list of Televant polbclos. Copl88 of Ihese are avallable upon request. The objectlves of the Charlty are listed below: To make contact with Carers, eSp￿lalIY in the rural areas of the dlstrEct To Improve and refhe th8 $8rvlc8s offered to Carers Mi response to thelr needs To advocate for the needs of Carer3 by seeklng to bo consulted on Health and Social Care Policy at both local arKI Natlonal18vèl. To Influence the provlslon of services and encourage innovatlon To ensure the financlal vlabllty of the centre To Imp18ment the Care Act 2014 To ensure that the sèrvice 18 open to all and Inclus￿ for all. Strateglas for •¢hlovlng objectlves Strategies formulated by the Trustses, staff and volunteers ar8 pras8nted to the Board and impSemented as appropriate. Acllvltlos for achleving tho objectfvas The activities for achieving objectives are many and varied. rnoslly organised according to demand. Sorvic8S provid8d are: Information. advice arKI guidance Advocacy and representation Liaison with statutory bodies Access lo training and educatK)n Respite Opwrtunitles Regular carers, support groups Emotional support and a listening ear Emergency Planning for Carers Free Counselling by way of voluntsry qualified Counsellors Carers. Cllnics in the community and GP 8urgerles Carers Drop In Time Together Groups Assislancé with applylng for ber￿fits and for hebp from statulory bodles Carers Hubs

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) REPORT OF THE TRUSTEES FOR THE YEAR ENDING 31 MARCH 2025 Programm• relatsd inV￿tments The Charity has not made any programme related investrnents. Volunteors Volunteers hav8 again assisted thè Charity in various ways. This included assistance with newsletters, èvents, support groups. hubs arKI counselling for Carers. We are grateful lo èach and every volunteer for hls or her contrlbution. ACHIEVEMEMfs AND PERFORMANCE o￿TyleW from the Chalr This report sets out our achievements. succe5se5. chaleng85 and services across 2024-2025. De5piie the ongoing pressures of the cost of living. and on both health and social care. alongside the challenges that thatitable organisatM)ns constantly face. we have provKled a dedicated and specialist service to unpaid carers across Hampshire (exduding the unitary authorlties of Southampton and Portsmouth) that has grown and exceeded expectations. Prfncoss Royal Trust for Car•r• In Hampshlro The Prin￿$ Royal Trust for Carers in Hampshire is a local charity dedicated to supporting unpaid wers a¢roB Hampshir8 {8xcluding the unitary authorities of Southampton, IOW and Portsmoulh). We are a nelwork partner of Carers Trust, the UK's18ading natifflal chanty for unpaid CArers. We are a speclallst Carer organisation who have been operating in Hampshire for over 30 years and have consistently provided support for carers in that timo. A carer is anyone who offers unpald help to a family mernber, friend or neighbour who would not bè able to manage without thelr support. Thls Indudes caring for someone wtth 8 physical disabilty, mgntal health dlfficulty. Issues related to substsnce misuse, long tam h8alth condlllon or fr811ty. The supp¢)rt we offer Is tailored to the naeds of each individual carer. ourf￿$ ts on giving carers accurate and u*to4ate infomation cffl anything from dlsability aids to béneffts clalms as well as emotional support and signposting tr) appropriate services. We run support groups and Carers Hubs. act as carers. advocatss. liaise with Adult Services. GPS, Hospitals and the Benefits Agency amongst others. Addilionally, we raise awareness of carers and car8rs issues which helps to identify mc>re carers and build greater understsnding ofearers issues and ensure Ihat Ihe voice of carer5 is heard both locally and nationally. Our Work At ihe start of the year. we were delivering various services which included Em8rg8ncy Planning. Carers Hubs and Carers dinics within GP surgeries and specialist energy Carers Hvbs. From 1gl Septemb8r 2024 were delighted to be successful in our bid arKI commissioned to provid8 a more eomprehensive service to Carers that also incorporated addIt￿nal carer support and we have been delivering the Hampshire Carer Support service commissioned by Adults Health and Care. Hampshire Cwnty Council since then.

THE PRINCESS ROYAL TRUST FOR CARERS IN HAPAPSHIRE (Company No: 2955846) REPORT OF THE TRUSTEES FOR THE YEAR ENDING 31 MARCH 2025 Caror Support The Trust provvjes person centred Garer support to unpaid carers that is taik)red and flexilAe to individual need. We have a dedlcated Information and Slgnpostlng team Ihat are the first polnt of conta(* for carers and can offersupportvia telephon8 or email. They can slgnpostto appropriate external and internal s8rvice5 and provid8 information on events. training and groups Ihatthe Trust Provides as well as other extemal organisalons events and training. "l used to feel so alone In my carfng role. Now. I feel part of a communlty. Thank you for maklng such a blg dlfference." Our Carer Support Worker8 provide one to one supp(fft for more CLYnplex issues covering a wide range of matters. From dealing with a diagnosis. navigating the health and social care systems. benefits. discussing lasting FX)wer of attomey and future planniro, attending meetings to provide Support. safeguarding. ensuring the carers voice is heard and participating in various consultations and meetings around lh8 county LK)th with carers and to represent their voice. .1 dldnl know how much l rn￿10d th15 WPPQrt untll I had ft. Thg dIff•r•n￿ It's mado In our day- tovday Ilfols incredlble." Contlngency and Emerpncy Plannlng. This is part of the Hampshire Carer Support SeDAc8 wh8re our Effleryon￿ Planning team, work with carers to plan ahead in case of an 8m8rg8ncy or sudden change. We support carer8 to make an emergency and contingency plan and to explore and strengthen thèw support nelworks (family, friends and neighbours) should an occasion aris8. There is a 24 hour 8UPPOrt line that can be accessed In 8v8nt of a crlsls. Thls servlce provides peace of mlnd for carers. "Thank you for list•nlng empathotlcally and non-judgmwrtally, foroff•rfng practlcal support and for making mo fo011o8s alono. Tho peace of mind this brlngs Is wondorful" We have also baen fortunat8 ènough to deliver the HousolM)Id Support Fund tr> car8r8 vla fundlng though Adults Health and Care. Carers have found thls support invaluabl8 given th8 financial climate. "We cannot toll you how much we appreciate your kindness and those who allowed us the grant.. Home and Well Carer Support Servlce W8 continued to d8liver this specialist project that Trs funded wleby by SGN. This service is detwered to Carers in dedi(ated carers hub that provide a wann space for carèts and their loved ones to attend and receive energy advke on tariffs. fuel poverty. assistance with fuel debt. priority service and CO infomiation as V￿11 as income m8ximisation guidance. Partner agenaes also attend the hubs so that carers can access a WKle range of support and inforniation in one place at the sam8 time. Warm path. CO alarms and electric blankets can also be awessed. "Belng a carer can b6 Isolatlng and overwhelming. Gottlng fuel support took soma of thai pressuro off. But morè than that, tho advo￿ I roca￿d mado mo feol hèard and supportod for tho flrst timg in ages."

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE {Company No: 2955846) REPORT OF THE TRUSTEES FOR THE YEAR ENDING 31 MARCH 2025 Carars Hubs. GP cllnlcs and Carern tralnlng Deliv8red )Aa funding from Frimley ICB thls servic8 provides three elements of Carer Support that the Carers In North East Hampshire tell u5 they find so beneficial. Carers Hubs are held in various Ioc8tions in North East H8mpBhiTe and provide specialist Support both from the Trust and partners. A wide range of charities attend wlth inforrnalion on their services and shara this with carers. There is also a social element that both the carer and the cared for person enjoys ar¥J whith reduces social i501ation. Carer support is d81ivered in two surgeries across the region where GP'S can refer carèrs directly to a dinic within their pracllce for specialist carer support. Each year ￿rerS are asked about their training needs as many people become carers ovemight or do not have any gxperience. Carers can be asked to perform tasks that they have no knowledge of and the ICB has recognised thi5 and provides appropriate training whlch 15 carer led by need. Training has included. diabetes. Introductlon to becoming a Carer. Hydration and Nutrition. End of Lifa caring, Bereavement and What is Dementia? "The hubs are my Ilfellne. I can come along and brfng my wlfe, get advlce and speak to other carnrn all whllo havlng a Cup of t•a. l am mada to fool thal I mattor. somothlng that I was startlng to lose" rtual Offer Virtual supwrt groups and events have been offered since 2020 when Covid hit and have been runnlng for Ilve years now. These groups contlnue to prove popular for carers vtho do not want to attend groups or who cannot attend due to thelr carlng roles. They help to reduce Isolatlon and hav8 enabled carers to'attend" when they have not been able to before. We offer Carers Coffee Momings. exercisè class8s, art class6s, book club. baking. singln9 and group counselllng. ' I vmuld novor attend a groupj ft Just Isn't my thlngi but I lovo spoaklng to othor carers and lolnlng In on my tablet. It also m•ans I donl hav¢ to worry aboutloavlng my husband" Carors W••k and Carers Rlghts Day Events were held across the county in Car8rs to glve back to carers. Cream tsas, boat tr¥is. tea danc88 arKI varlous activities took place for carers. On Carers Rights Day we held infornation stands across the county to infonn and 5UPPOrt carars to ensure that they und&r5tood their rights. Tralnlng Wo provide training on Carers rights.l8gis1a￿n and good practice across the county and farther afield. This year we have provided four training courses to health professionals in hospitals to ensure that they Ihink rerf aspecially around the dlscharge process, to GP'S and surgery teams. to social work leams, olher voluntary sector colleagues and the wider community on carers issues, rights 8nd good practice on provlding support. Thg Trust is led by Kerry Hears8y MBE, Chief Executive and an experienced tèam of dedicated professional staff that ¢￿sIStentlY go above and beyond to support carers. Their ability to provide such a service is reflected In excellent feedback that Is r8celved from l)oth ¢arers and professionals on a regular basis.

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) REPORT OF THE TRUSTEES FOR THE YEAR ENDING 31 MARCH 2025 FINANCIAL REVIEW The Trust reported net Incoma of £528,504 the year to 31 March 2025. As at 31 March 2025, Ihe Trust had resèrves of £955,661 of whlch £461,366 relates to restrided funds. £16,416 relates to designated funds. and £477,879 is unrestricted and avai18ble for the general purposes of the Charty. Rosorveg pollcy Thè Trustees policy is to maintain free reserves in unrestrictsd funds at 8 level which 9qU8tè8 to approxlmately six months of running costs bul the aim is to have free reserves in unrestricted fvnd8 at a level which èquates to twelve monlhs of running costs. The Trust888 conslder that Ihls18vel wlll provlde sufficient funds to maintain the provision of Charitable activities antj, If necessary, to respond to any changes in Hampshire County Council fundlng. As at 31 March 2025, the free reserves of £477,879 would be sufficient to COV8r 6 months of expendiiure and are ther8fore inlin8 with the policy set out above. Invostmont pollcy and porforniance The Trustees aim to maxlmlse the amourrt of Inv8Stmenl Income recelved whllst keeplng the Charty's funds réasonably accesslble, in Bccordance with the Articles of Kssociation. The Charlty does not currentty hold inveslments other than monies held on deposit. Prfnclple fundlng Our princip81 fvnder continues to be Adult Health and Care. Hampshire County Council alongside our SGN contract and a contract that Is held wlth Frlmley ICB. This funding gives stability to our core aclivities as well a$ prowding reassurance to Car9rs that support forthem remains a pricvity both with Statutory bodies and other funders. It allows the Trust to plan ahead for sérvices. The Board Is awar8 of th8 Importanc8 of contlnulng to seek altematlv6 fundlng str8ams and also maintainlng 8dequate financial reserves. PLANS FOR THE FUTURE It Is essential to ensure the contlnuatlon of all corè work of th8 Charity. The Trust will continue to strengthen relallonships. partnership VKJrk, co-production and collaborative working wlth both statutory and voluntary organisations both locally and nationally for the benefit of carers. The Trust will ￿ntinUe to monitor and Imp18m8nt Car8r18glslalknn. PUBLIC BENEFIT The Charities objectives to alleviate the condit10r￿ of Ilfe am(ry people who are carlng, to inGT&3S8 access for carer8 to ¥iformation and advlc8 on sor￿leaS and to increase the access to the s8NIc8s In both urban and rural locatb)ns and to incr88se the educational. soclal and cultural opportunlties for local carers havè beèn met. Further objectives of ensuring that local carers ne8ds and objectlves are refl8cted in services and ensuring that emotlonal support Is off8r8d through 8 range of means continues to be achieved. This report has Set out how. The Tru8tees confirm that they have complled wlth their duty under see￿on 17(51 of the Charfties Act 2011 to have du6 regard to th8 Charity Commission's guidan￿ on public benefft when exercising any powers or dutiés to whlch thls guldance Is relevant.

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 29558461 REPORT OF THE TRUSTEES FOR THE YEAR ENDING 31 MARCH 2025 TRUSTEES, RESPONSIBILITIES IN RELATION TO THE FINANCIAL STATEMENTS The Trustees, who are also Directors of The Princess Royal Trust for Car8r5 in Hampshire for the purpose of company law, are responsible for preparing the Trustees report and financial statements in accordance with applicable law and Unitsd Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company law requires the Trustees to prepare financial stat8mants for each financial year. Under that law the Trustees have elected to prepare the financial statements In accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accountlng Standards and applicable law). Under company law the Trust888 musl not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and the profit or loss for the charitable company for that period. In preparing these flnancial statements the Tru8t8es are required to: Select sultable accounUng pollcles and apply them consistently; Obsérvè the m8thods and principles in the Charities SORP Make Judgments and e811mates that are reasonable and prudent., state wh8th8r applicabl8 UK Accounting Slandards have bean followed, Subject to any mat8rlal departures disdos8d and explained in th8 financial statements., and Pr8pare the financlal ststements on a golng concem basls unless It Is inappropriate to pr8sume that the chadtable company will continue in operation. The Trustses are responslble for keeping adequate accountlng records ￿Ech dlsclose with reasonable accuracy at any tlme the financial posltlon of the Charity and enables them to ensurè that th8 financial ststements COMP￿ wlth the CompanSes Acl 2006, the r8qulrements of the Charity's gov8rning document and the requlrements of the Charlty SORP. Thèy are also responslble for safeguardlng the assets of th8 Charity and ￿nce for taking rèasonabl8 stèp5 for the prevention and detection of fraud and olher irregularities. STATEMENT AS TO DISCLOSURE OF INFORMATION TO AUDITORS So far as the Tru5t885 ar8 aware: there is no relevant audrt information (inforrnalion needed by the charitable company's auditors in eA)nnection with preparing their report) of which the charilable company'5 auditors are unaware. and each Trustee has taken all the steps that they ought to have taken as a Trustee in order to make themselves aware of 8ny relevant audit infOrMatt￿ and to estsblish that the charitable CoMpan￿S audltors are aware of thal informalion. AUDITORS A resolution will be proposed that Rothmans NAJdit LLP be re8ppointed as auditors to the Chaiity for the ensuing year. This report has been prepared in accordance with the provislons of Part 15 of the Companles Act 2006 relating to small companies. ON BEHALF OF THE BOARD OF TRUSTEES: M Marval - Chairman

INDEPENDENT AUDITOR’S REPORT TO THE TRUSTEES OF THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (‘THE CHARITABLE COMPANY’) (COMPANY NO: 2955846)

FOR THE YEAR ENDING 31 MARCH 2025

Opinion

We have audited the financial statements of The Princess Royal Trust for Carers in Hampshire (‘the charitable company’) for the year ended 31 March 2025 which comprise the Statement of Financial Activities (Including the Income & Expenditure Account), Balance Sheet and Cash Flow Statement and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company’s ability to continue as a going concern for a period of at least 12 months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the annual report, including the trustees’ report, other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

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INDEPENDENT AUDITOR’S REPORT TO THE TRUSTEES OF THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (‘THE CHARITABLE COMPANY’) (COMPANY NO: 2955846)

FOR THE YEAR ENDING 31 MARCH 2025

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the directors’ report included within the trustees’ report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 require(s) us to report to you if, in our opinion:

Responsibilities of trustees

As explained more fully in the trustees’ responsibilities statement, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists.

Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud.

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INDEPENDENT AUDITOR’S REPORT TO THE TRUSTEES OF THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (‘THE CHARITABLE COMPANY’) (COMPANY NO: 2955846)

FOR THE YEAR ENDING 31 MARCH 2025

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Our approach to identifying and assessing the risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows:

We assessed the susceptibility of the charitable company’s financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

We identified the greatest risk of material impact on the financial statements from irregularities, including fraud, to be within the recognition of income and the override of controls by management. To address the risk of fraud in these areas, we:

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:

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INDEPENDENT AUDITOR’S REPORT TO THE TRUSTEES OF THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (‘THE CHARITABLE COMPANY’) (COMPANY NO: 2955846)

FOR THE YEAR ENDING 31 MARCH 2025

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non-compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities.

This description forms part of our auditor’s report.

Other Matter

The financial statements for the year ended 31 March 2024, forming the corresponding figures of the financial statements for the year ended 31 March 2025, are unaudited as the charitable company claimed exemption under section 477 of the Companies Act 2006 relating to small companies.

Use of our report

This report is made solely to the charitable company’s members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company’s members those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

Lisa Wilson (Senior Statutory Auditor) For and on behalf of Rothmans Audit LLP Statutory Auditors & Chartered Accountants Avebury House St Peter Street Winchester Hampshire SO23 8BN

18 December 2025 Date:…………………………………………

12

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) STATEMENT OF FINANCIAL ACTivmES (INCLUDING INCOME & EXPENDITURE ACCOUNT) FOR THE YEAR ENDING 31 MARCH 2025 Total Funds 2025 Total Funds Unrostrlct•d Restrfcted Funds Funds INCOME FROM: DonatKins and legacies Chafitable activities Investments Other Income 156,659 26.329 8.432 3.180 156.659 1,281.C 8,432 3,880 2b 2¢ 2d 1.254.734 494.315 5,431 700 Total Incom• 194.800 1.255,434 1.450.034 507.646 EXPENDITURE ON: Chadtable acllvlues 11,663 9)9.867 921.530 494.442 T¢)tal eX￿ndIture 1.663 9)9,867 921,530 494.442 NET INCOME I (EXPENDrruRE) 182,937 345.567 528,504 13,204 Transfors bolween funds 14 NET MOVEMENT IN FUNDS 182.937 345,567 528,504 13.204 RECONCILIATION OF FUNDS: Total funds brought for•Rrd 14 311.358 115.799 427.157 413,953 Total funds carried fo￿rd 14 494.295 ,366 955. The statement of financial activitsès includes all gains and losses recognised in the year. All income and expendlture dèrlves from continuing actTrvities. The noles on pages 16 to 27 fom) part of these Ilnanclal stst8m8nts 13

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846> BALANCE SHEET FOR THE YEAR ENDING 31 MARCH 2025 2025 Flxod Assots Tangib16 Assets Totsl fixed a88ets 9,39) 9.390 17,158 Current Ag80ts Debtors Cash 8t bank arKI In hand Total current assets 22.474 954.298 976,772 29,713 405.359 435,072 10 Llabllltl85 Creditors: Amounts falling due within one year 11 (38,269) (17,305) 938,503 417.767 Total net assets 955 661 427 157 Tho funds of the charlty: Unrestrlcted Funds R6strlct8d FuThJs Total Charty Funds 14 14 494.295 461.366 311.358 115,799 427 157 The financSal statements hav8 be8n prepared in accordance with thé pr¢)visions applicatle to companles subject to the small companiès r8gim8. The flnandal statements were approved by the Board of Trustses and authorised foT issue on 9.D2cenJbei.2025 and wer8 signed on its behalf by. U.JL_ l Tait Trusts8 Or M Marval Chalmian Th8 notes on p8ges 16 to 27 forn part of Ihese financial statements 14

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) STATEMENT OF CASH FLOWS FOR THE YEAR ENDING 31 MARCH 2025 Total Fund8 2025 Total Funds 2024 Nots8 Cash provldod by op•ratlng actlvliles: 21 558.489 18,675) Ca•h flows from Inve•llng actlvhles Int8r8st from investments Purchase of fixed assets Not ¢agh provldod by Invostlng activltlo8 8.432 5.431 In¢r•a•e In ¢ash and cash oqufvalonts In lh• ￿ar 548.93# 111,816) Cash and ctsh •qulval•nt8 at tho b•glnnlng of th• y•ar 405,359 417,175 Cash and ¢a•h equlval•nts at th• •nd of tho y•ar 22.23 ￿298 Th8 notes on pages 16 to 27 fomi part of thes& financial statements 15

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 tdARCH 2025 The Princess Royal Trust for Carérs In Hampshire is a Chadtable company. limitéd by guarantee. reglstsred in EngSand and Wales. Its registered office and principle place of t>usin8ss is Andover War Mgmorlal Hospital, Charlton Road. Andover. Hampshire. SP10 3LB. 1. Prfnclpal Accountlng Polklos a) Ba$1$ of a￿oun11n9 The flnancial ststements of the charltable company, whlch Is a publlc benefit en￿ty under FRS 102, have beén pr8par8d in accordanc8 with the Chariti8s SORP (FRS 102> 'Accountlng and Reportlng by Charl￿eS. Statement of Recommended Practice applicaNe to charities preparing their a￿Unts in accordance wllh the Flnancial Reportlng Standard appllcable In the UK and Republk of Ireland (FRS 102) Second Editi￿, {8ffective 1 January 2019). the Companl8s Act 2006 and the Charities Act 2011. The financial statom8nts have been prepared under the historical cost convenlion. Th8 flnancial slatsm￿ts 8r8 propared in stsrling which is the functional and preséntatlonal currency of the charltable company. The fina￿la1 statements are rounded to the nearest Frf)und. The accounts are prepar8d on the going concem basis. on the a&sumption that Ihe charltable company wlll continue to be su￿$s1U1 In tenderlng for CC￿tractS Hampshire County Councll. If these ￿TrIraCts are not ron8w8d th8n It is probable that the charitabbe company's activities W￿ld redu¢8 substsntlalty. The trustees have reviewed the charitable ¢ompanVs posltion and are confident that It has adequats reserves to enable It to conllnue to operate for th8 for88e8abl8 fuiure. In pr8parlng these accounts the trustees have not had to make any significant judgemènts. Theré are no sources of 6stlmathon uncertainty vthich have a Slgnlfi￿nt rlsk of Causkng a mat8Tial adjustrnent to the carrying am¢Junts of assets and Ilabllllles wlthln the noxt finandal year. b) Perlods Covwed The accounts cover Ihe year to 31 March 2025, with comparatives for the year to 31 March 2024. e) Incon Income is Induded in the Accounts on an accruals basls. Voluntary income comprfses donatlons and grants of a general nature and b wognlsed vthen the Charftable company has uncondIt￿nal éntittèm8nt to the resourees. Income from18gad8s 1$ recogni89d at the earlier of the data on which either. the charitable company IS aware that probate has been grantsd, the estate has b8en finallsed and notlficatlon has been made by the executor(s) to th8 Tntst that a distrlbutlon will be made, or wh6n a dlstrlbuik>n Is rec8lved from the estate. Receipt of a legacy, In W￿le or In part is only consldered probable when the amount can be measured reliably and the charitabl8 company has bèen notlfi8d of the executorfs Intention to make a dlslrfbutlon. Wh8r8 legacies have been notified to the charitable ￿Mpany, or th8 charltabl8 company is aware of the granllng of probate, and the crlterla for Income recconrtlon have Mt been met, then the legacy Is a treated as a contlng8nt a8set and disclosad If material. Income from charitable acllvltles Includes grants r6c8ived to fund sp6cffic programme activlties. subscrlpllons and other incoming resources. Income from govemment and other grants Is recognised whgn th8 charitsble company has enlilloment to the funds. any performance condltions attached to the grants have been mèt. it is probab18 thal the income will be received and lh8 amount can be mèasur8d rellabty. Income from grant agreemonts wfilch requlre the perfomiance of serv[￿$ over tlme is recognised as each twlod of s8r¥lce Is dellv8red and Income recelved In advance for servlces to be delivored after th8 rePor￿ng period is deferred as approprtats. Inv8Stmérrt income. comprising Interest recolved on funds on deposK Is reccgnlsed when receivable by the Charltsble company. Tho charltsble company do8$ not receive any donated goods. facilities or seryices. In a¢cordanc8 with the Charities So￿0 (FR8 102), the contributlon of general volunteers Is not recrynlsed wlthin these financlal slalthnts. Details of the role played by gener81 volunteers and their contributlons to the charitable company are glven In the Trustee's Report. 16

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 iaARCH 2025 All Income relates to the charitable compan￿$ sole activity of providlng support to Carers in Hampshire. An analysls of restrl¢tsd Income by project 1$ provided in Note 14 of thésé accounts. d) Expendllurn Expenditur8 18 recognised on an accruals basis when a liabilty Is Incurred. Resources expended include attrilxjtable VAT vthlch cannot bo r8COV8red. Charitsble expendlture comprises those costs inourred by the charitablé Company In Ihe delivery of its actlvlllès and s8rvlc8s for Its ben8fklarl8s. It Includes both costs that can bg allocat￿ dlreclty to such activities and those costs of an indirect nabjre necessary to support them. Governance costs arè Includ8d wlthln support costs and Include those costs associated vAih meetlng the constitutional and ststutory requirements of the charitable company and include the audit fees and costs Ilnkad to the strateglc management of th8 charftable company. Costs are allocated to the headings and funds on Ihe basis of Specif￿ usag8. Where costs can￿t be directly allocated th8y aré apportioned b8tw88n major proi8cts the basis of funding. All proj8cts fall under the th8ritsble companls Sole charitsble acbvity of providing support to carers in Hampshire. e) ran￿18 FIX￿ Assets Tanglble fixèd assets are stated at cost 18ss depredation and comprfse furniture, fixtures and computer equipment. Depreciation is provided on a straight line basis over the 88tlmat8d useful economic lrfe of each asset, whlch Is consld8red to b8: Fumliure arKJ equlpment Computér équipment 4 years 3 years Impaimient reviews are carried cyjt as and when evidence cornes to light that th8 recoverable amount of a funcllonal fixed asset Is below Its net book valu8 due to damage, obsolescence or othèr relèvant factors. Historlcalty, the charitable company depreclated its Computer Equipment over a p8riod of 4 years. however this was revised to 3 ￿arS in FY2024 as th8se assets are now being replaced moro frequently. 4 Taxation As a charitable company, The Princèss Royal Trust for Carérs is 8x8mpt from tax on Income and gains falling within sectK)n 505 of the Taxes Act 1988 or s256 of the TaxatK)n of Chargeable Gains Act 1992 to the 8Xtent that these ar8 applled lo bts charltable objects. No tax charges have arisen in the Charitable company. g) Oporatlng LMs•s Lèase payments in respect of operating leases are charged to the Statement of Financial Actfvitles as incurrg hj Debtors Trade and other debtors are recognised at the Settlement amount due after any dlscount offered. Pr8payments are valu8d at the amount prepald aftor taklng account of any dl8¢ounls due. l) Crodltors and pmvlslons Creditors and provisions for Ilabilities and charges are recognised where the chaiitabl8 cc4npany has a present obligatlon resul￿n9 from a past 8vent that wlll probably result In the transfer of fvnds to a third party and the amount due to setue the obligation can b8 measured or estimated reliably. Credltors and provisions are nomally recognised at their setUem8nt amount aft8r allowing for any trade dI￿Ounts due. J) Cash In handand at bank Cash and cash equNalents includes cash In hand. doposlts held at call wlth banks, and other $hort-t8m highly Ilquid inv8stm8nts with origin81 maturities of 90 days or less. 17

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Cornpany No: 2955846) NOTES TO THE FINANCIAL STATEMEKrs FOR THE YEAR ENDING 31 MARCH 2025 k) Flnanclallnstrumonts The trust only has financial assets and finandal liablmlles of a klnd that qualify as baslc financlal instruments and aro m8asured at amortised Cost. Basic financial instruM￿ts whlch arei debt instrumènts comprfse trade debtors and cash at bank and In hand and these assets are initially r8cognised at transaction value and subsequenty measured at tholr settlemont value. The caff>fjng amounts of those instruments ar8 glven in Notes 9 & 10 of these accounts. Basic financial instruments whlch are financial liabilities comprise trade creditors whlch are Inltlally recognised at transaction value and subsequenty measured at thelr $8ttlem8nt value. Th8 cafrylro amount of ItrE8e Instruments 18 given in Notè 11 of thèse 8Kcounts. I￿•m8 arising from flnanclal assets measured at am(lised cost comprises bank Interest and is disdosed in Note 2(c). l) FundAccountlng Restricted funds are maintained byhen a grant requlres that It must be spent on a partlcular Purpose or where funds have been raised for a Specif￿ purpose. Designated funds are funds 8èt aslde by th8 trustees for particular purposes or projects. l other fund8 are unrestricted general income funds whlch ar8 avallable for use at th8 discrellon of the trustees In furiherance of the general objectives of the charitable company. m) Legal Status of the Charfty Thè Prlncess Royal Tfust for Carers In Hampshlre Is a Charitable ¢ompany Ilmttéd by guarantee and has no share capital. The liability of each member in th8 8vent of vAndlng-up is limited to £1. The charitable company Is pre￿ntsd by its Artlcles of Assoclalion from rnaking a distribution to Its members. nj Pen$lon Contrlbullons Employees of the Charitable company are entided to Joln a daffir￿ contrSbution 'monèy purcha8e' scheme. Th8 charltabl8 company contrlbutlon Is restricted to the c4jrtribut1c￿S disck)sed In note 3. The costs of th d8fin8d contrlbullon scheme are Includ￿ rfthln wages costs and are charged to the unrestricted and r8strictsd funds of the charitable company using the methodology set out In note 1(d>. The Trust has no Ilablllty In respect of this pension scheme beyorKJ Maki￿ its contributions and pa￿ng across the deductions 18

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 2. Incom• Unr•8trlcted R•strtctsd 2025 2024 a) Income from donatlom and legaclos Legacie3 Donations 155.216 1.443 156.659 155.216 1.443 156.659 7.900 7.900 In FY2024 all donations were unrestricted. b) Incomo from charftable act￿ltI Grants 1.254 734 1.254,734 1281.063 1,281.063 494,315 494,315 26,329 In FY2024 £18.057 of Grants were unrestricted and £476.285 wer8 restricted. c) Incomo from In￿SImont$ Bank and buildiThJ sockty interest recelved In FY2024 811 intsrest received w98 unrestricted. 8.432 8.432 d) Other Income Mlscellaneous Income 3.180 700 3.880 In FY2024 all mlscellaneous Income was unrestricted. 3. Stsff Costs and Tru8t•o'* Remunerntlon 2025 2024 Wages and salaries Social securty costs Contributions to delln6d C￿ntrIbutIOn pénston schemes 588,093 43,440 10,210 293.166 20,975 6,051 The trustees were not paid, nor received any 0th8r benefits from emplojrynent with the chaTitabl8 company during the year (2024: £NIL). No trustee recefved payment for professional or other serv￿5 supplied to the charitable cc¥npany (2024: £NIL). No trustee expenses have been incurred. The average monthly t￿d rx)unt of employees in th8 year VRS as follows: 2025 2024 Centre Manager Adminlstrator Carer Support Officers 17 22 12 The charitable company considers its key management Personnel compris8s the Chief Ex8(JJllve and senlor staff memb8r5. The totsl employment benefits. including employer pension contributions, of the key management personn81 w8re £198,473 (2024: £124.858). In 2025. 1 emFknyee eamed beiween £70.000-£80.000. In th6 prlor year. no employees earnad In excéss of £60,000. The empk)yee's base salary is below the £60,000 reportlng threshold. however In 2024125 their pay was hlgh8r, primarily due to overtlme to manage a new contract introdue8d in the year. 19

THE PRINCESS ROYAL TrUST FOR CARERS IN HAMPSHIRE (Company Number 2955846) NOTES TO THE FINANCIAL STATEMEKrs FOR THE YEAR ENDED 31 MARCH 2024 ¢YJ li+ to rci o fDrO *too O LL)0>￿0) fli I Ii}i. ID WJ•J ￿ I O (YJ Sl%¥E}IIII 20

THE PRINCESS ROYAL TRUST FOR CMtERS IN HAMPSHIRE (Company Number 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 O O *JJ ti) O) ¢D L¢+ CI Ill 20

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE {Company No., 29558461 NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 202S 5. Grants Payable Grants payabl8 relats to £58.141 (2024: £38,086) of grants pald undèr tho HCC Household Grants scheme to 97 12024: 61) recipients, £1.965 12024: £Nil) of energy vouchers from the SGN fund provided to 40 recipients, £635 (2024.. £Nil) of grants paid from the Surviving Winter fund to 3 recipients and £80012024: £Nil) of grdnts paid from thg Carers Trust fvnd to 2 recipients. 6. Net In¢om• l (oxpendlturo for year) 2025 2024 This is stated after charging.. Dèpreciation Auditorfs remuneration for Audll servlces Independent Examiner's remuneration for Independonl Examination Auditovs I Independent Examlnerfs remuneratlon for Accountancy 10.214 8,060 10.318 4.860 1.740 1,250 7. Statwnont of Flnanclal Aetlvltles - Comparatlvo FlguY•8 Unrestrictsd Funds Restricted Funds Totel 2024 INCOME FROM: Donatlons and legacies Charftsble activities Investmenis Other Income Total Income 7.900 J4.315 5,431 18,057 5.431 476.258 1,388 476.258 507,646 EXPENDITURE ON: Charftable aclivitiès Totsl Exp8ndlture 22.428 22.428 472,014 472.014 494,442 494,442 NET INCOME I {EXPENDITURE) 4,244 13,204 Transfers belween funds (34.834) 34.834 NET f*llOVEMENT IN FUNDS 25,874} 39.078 13.204 Total funds brought forward 386.897 42,786 413.953 Total funds Carrfed forward .02 21

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Cornpany No: 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 8. Flxod Ass•ts Comput•r Equlprnont Total Cost As at 01 Apfll 2024 Additsons Disposals As at 31 March 2025 32,008 17,982 32,008 17.982 49,988 49.988 Doprnclatlon As at 01 Wil 2024 Charge for the ygar Elimination on disposal As at 31 March 2025 22,616 10,214 22.616 10.214 32.830 32.830 Nel Book Value As at 31 March 2025 17,158 17.158 As at 31 March 2024 9,390 9,390 9. Debtors 2025 2024 Trade debtors Prepayments and accTU8d incom8 Other debtors 500 20.221 1,753 29,713 29.713 10. Cash In hand and at bank 2025 2024 Bank current account Bank deposit account Cash in hand and stamps 100 954.148 50 100 405.209 954.298 405.359 11. Credltors - arnount• falllng due wlthln ono yoar 2025 2024 Trade creditors Taxation and soclal 80curlty Acwals and def8rr8d incoma 16,275 10,782 11,212 4.495 6.210 6.600 38,269 17.305 22

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No.. 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 11 D•f•rr•d Incomo The charitst4e company did not have any deferr&l Income In the current or prior year. 13. Funds recelvod as agent No fvnds were received as agenl during th8 current or prior year. 1& Anatysls of Charltable Funds Analys18 of Movomgnt In Unrestrlctod Funds - Current Yur Balanco at Incomlng Outgolng Balanco at 1 Apr 2024 Resource• R83ourc88 Transfers 31 Mar 2025 General Fund D8slgnated Funds: Computer Hardw8r8 Total Unrestrfcted Funds 291.461 194,600 (8,182) 477,879 19,897 311.358 (3,481) 11,663) 16,416 494,295 194.6(M) Analygls of Movgmont In Unrestrlctod Funds- Prlor Yoar Balanc• at Incomlng Outgobng Balance at 1 Apr 2023 RwoufCa8 Resou￿03 Tran•fers 31 Mar 2024 General Fund Designated Funds: Cornputer Hardware Total Unrestricted Fund5 358,500 31.388 (17.325) (81,102) 291,461 25.IX)O 383 500 (5,103) 22,428 19.897 311 358 31.388 81.102 Transfers totslling £81.102 We￿ made from unrestricted funds to cover over-spends on restricted projocts during the year endgd 31 March 2024 At the Trustaes Meeting of 2nd Decembor 2021 the Trustees approved the creation of a new £25,0(KJ designated fund for Computer Hardware. which is lo be used for the purpose of upgrading the charitabla mpanys IT Infrastructure. 23

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 14. Analysls of Charftabl• Funds (contlnued...) Anal￿18 of Mov•rn•nt In R•strlct•d Fund•- Currfynt Year Balanco at Incomlng Outgolng anco at 1 Apr 2024 Resourc￿ R￿Our¢08 Tran8feT8 31 Mar 2025 Emergency Hanniro for Carers Count￿ld6 Carer Support Ser¥i¢88 SGN Project NE Hants Cafers Servlces HCC Household Grants Carers Trusl Survlvlng Wlnter Flxed Assets 134,292 784.958 125.000 60.197 150.187 {168,869) (521,704) (92.714) (64,118) (58.141) (800) (635) (2.886) 909,867) 34,577 (34.577) 228.677 117,728 4.174 109,793 85,442 8.095 17,747 635 994 461.366 115,799 1,255.434 A transfer of £34,579 was mgde from the Countywlde Carer Support Seprflces to the Emergency Planning for Carers fund to cover an ov8r-spand on that related project in th8 year. Analysls of Mov•m•nt In Rè•lrlctad Funds - Prlor Y•ar Balance at Incomlng Oiitgolng Balanco at l Apr 2023 R￿ourCe• Rwaouree* Tran8f•rn 31 Mar 2024 Emerg8ncy Planning for C8r8rs Survlvlng Winter NE Hants Carers Services Young Adults Carers NEH HCC Covid Grants HCC Hous8hold Grants SGN Project Fixed Assets 251,460 (334.116) 82.656 635 635 8.095 59.497 (69.299) 17.897 (17.897) (4.535) 17,897 4,535 55,833 109,468 (38,086) (24.026) (6,487) 17,747 85.442 3.880 2.981 30,453 476.258 1472,014) 81,102 115,799 Purposos of R￿trIcted Funds Countywldo ¢•r•r Support 8•rvke - The Hamp8hlre Carers Support Ser4lc8 Is h8r8 to hdp carers. Our 88rvlces are fr88 and conffld8ntial. Caring can tske Its toll mentally and physically, affecting a p8r8on's health, finan¢es, relationships and many oth8r aspects of their life, but we can h61p thèm to manage Ihelr carlng role and find tlm8 for Ihemselves. This Service help8 unpaid carers with fre8 informallon, support, advice, conllngency and 8m8rg8ncy planning. resources and more. From 1st Saptemb8r 2024, th8 Countywlde Carer Support Service incorporated Infomth and Slgnpostlng. one to one ￿rer 8UPPOrt and Emergen￿ and Contingency plannlna. 24

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 14. Analysls of Charltablè Funds (eontinuèd...) Purposes of Rostrlcted Fund8 Icontinued...) Emgryoncy Plannlng for Carers - To provide an emergency plan for careTS should the carer become ill c unable to provide the car8 that they have been giving. This corrtract ended in August 2024 and thes8 services now fomi part of Ihe Countywide Carer Support Service (see bglow). SGN Prolect - This is a partnership project ￿{ween SGN (Southem Ga5 Neiworks) and the Pri￿ess Royal Trust for Carers in Hampshire. The partnership will engage carers across Hampshire with information on the support that's availabl8 for carers to maintain a safe and wam) home. Through this engagement a dedicated team of advisers with skills in energy and carers needs will provide a safe. wami. and engagiTrJ space where support S8￿ceS can be bespoke to the carer's needs. NE Hants Carors Sgrvices - A grant from North East Hampshire CCG to provide monthly Carers Hubs in various kocalions in North East Hampshire which act as a 'one stop shop. knre cerers can gather information and seek advice arKI support in relation to their caring rolo. To facllltate Carerg CllnScs at iwo GP surgefi05 in N E Hants where carers can fflak8 appointments to see a carer SUPFQrt worker for advice and infomiation in relation to their caring role and where the ¢ar8r support worker Can support Pr8Ctlce Teams In b8comlng mor8 knowledgéable about carers. To provide courses that train and support carers in various aspects of carfng in cfder to ease their anxiety around thelr carlng role as well as wotect their physical health. Thls Drolect h8s been extendèd to 31 March 2026. HCC Houmhold Grants - HCC has recelved grant fundlro from the DWP In accordance wlth the Household Support Fund guldance to provide support to vulnerable households. Grant funding has to b8 allocated to organisallons to support unpaid carérs in Hampshire through food vouchers or tangibl8 Items. Carèrs Trust- Carers funds provide financlal support to unpald car8rs (aged 16+). h8lplng tham to address the emergencies and diffic#Jlt siluations that caring can create and Contribute to. Neiwork Parthers can apply on behalf of indivi(lual carers for grants of up to £400 for items or activiknes that will benefft thern in their caring role andlor will alleviate the additional strain they may be experiencing as a direct result of their caring responsibllilles. This could indude funding for household items. breaks. skills development and transport needs such as bus passes and driving lessons. Applications are roviewed in assessment panels. staffed by the Grants and Pwramrnes Team. every calendar month. Survlvlng Wlnter - To identify carers in need of financial support to pay their heating bills and facilitate access lo govemment grants to alleviate hardship. These funds were fully expended in FY2025. Flxed Assets - This fund represents fixed assets acquired from restrictsd funds. Transfers inio Ihe fund relate lo Ihe acquisition of new assets and expenditure is reco9nised as Ihe assets are depreciated over the useful economic lives. Young Adults Car•rs - project to look at the needs of young adult carers (aged 16-25 years}. In FY2024 the remaining balance on thls fund was transferred to Ihe NE Hants Carers Service projert and this fvnd was closed. HCC Covld Grants - The grant recelved from a local authorlty to glve Out to carers to provlde them ￿th èxtra asslstsnce durirvJ the pandemlc wlth Inf8cllon control. In 2024 a transfer was mad8 to allocats costs subsumed vlthln the general expenditure in prior perlcrfts. and thls fund was closed. 25

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 15. kntysls of n•1 ass•ts botWOon funds Current YMr Fund balances at 31 March 2025 Repr&8ented by. Unrostrlct•d R8strlct•d Totsl 2025 Tangible fixed assets Current ass8ts Creditors.. amounts falling due within one year 2.178 492,117 14.980 484.655 {38,269) 17.158 976,772 (38.269) 494.295 461.366 Provlous y•ar Fund balances at 31 March 2024 Represented by. Unre8trlcted Restrict•d Total 2024 Tanglble fixed assets Current asséts Cradltors.. amounts falllng due within one year 5,510 305,848 3,880 129.224 (17,305) 9.390 435,072 (17.305) 311.358 115799 427 157 16. O￿latIng Loaso Commllmonts At 31 March 2025 and 31 Marth 2024 the Charitable ccrfnpany did not have any commitrmnts under non- cancdlabte operatlng leases. 17. Tran&fftlons wlth Rolated Partl08 Th8re were no transactions Vlfjth related partie8 during the ￿ar. 18. Government Grants Income from govemment grarrts comprlses grants mad8 by local authorltles to fjjnd the carer support programs run by The Prlncess Royal Trust for Carers. Total income from ￿vernment grants In lh8 y8ar Is as follows: 2025 2024 Fundln Sour¢e Projoet Hampshire County COU￿11 Hampshire County Councll Hampshlre County Councll NE Hants & Famham CCG Tesl Valley Borough Council Emergency Plannlng for Carers HCC Household Grant Sch8m8 Countywide Carers Service NE Hants Carers Services Coronatlon Grant 188.861 176,516 784,958 59,497 266,322 58.578 59,497 450 26

THE PRINCESS ROYAL TRUST FOR CARERS IN HAMPSHIRE (Company No: 2955846) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 19. Contlnggnt A•80ts As at 31 March 2025 the chadtable company does not hav8 any contingent assets. In the prlor ￿ar. the charltable company had bèan notified of one r6slduary legacy, lh8 valu8tton and timlng of whlch was uncertaln. how8v8r th8t18gacy has now b88n received and Is Includ￿ in income In 2025. 20. Ultlmat• Controlllng Party Thè charitable company 18 controlled by Its trust8es, vtho are also Its directors. 21. Reconclllatlon of not m0￿m￿nt In lund8 to n•t c••h flow from op•ratlng •ctlvltlos 2025 2024 Net mov8m8nl in funds Add back depreciatlon charg8 & loss on disposal of assets Daduct income shown In Investing activltles Decregse {Increas8) In debtors Increase {d8crease) in crodltor8 Not cash used in operating activities 528,504 10,214 18,432) 7,239 20,964 558 489 13,204 10,316 (5.431) <17.691) 9,073 22. Analysh of Ca•h and Cash Equlvalonts 2025 2024 Cash at bank and In hand 954,298 405,359 Totsl cash and cash equlvalents 954.298 405 359 23. Anaty818 of changes In Mt d•bt At start of yoar At •nd of y•ar Cash Flow* Cash at bank and In hand 405,359 548.939 954.298 405,359 548,939 954,298 27