Charity Commission
Charity Commission Annual Return 2022
THE STANLEY GRUNDY FOUNDATION LIMITED
Charity registration number: 1102419
Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2022.
Financial period
Financial period start date
01/01/2022
Financial period end date
31/12/2022
Income and spending
Income £
£72,767
Spending £
£111,033
Serious Incidents
For the period of this return, were there any serious incidents in your charity that have not been reported to the Charity Commission?
No
Fundraising - professional fundraiser
Did your charity raise funds from the public?
No
Grantmaking
Was grant making the main way your charity carried out its purposes?
No
Government contracts
During the financial period for this annual return, d, id the charity receive income from contracts (other than grant agreements) with central government or local authorities? No
Government grants
During the financial period for this annual return, did the charity receive income from grants from central government or local authorities?
No
Income from outside the UK
Did your charity receive income from outside the UK ?
No
Spending outside England & Wales
Did your charity operate outside England and Wales?
No
Trading subsidiaries
Did the charity have any subsidiaries?
No
Trustee payments
Did any of the trustees receive any remuneration, payments or benefits from the charity other than refunds of legitimate trustee expenses?
Yes
Did any of the trustees resign and then take up employment with the charity?
No
Did any of the trustees receive payments or benefits for:
- ⊠ being a charity trustee?
Employees' salaries
Did any of your charity's staff receive total employee benefits of £60,000 or more? Select No if your charity does not have any staff , or does not pay any staff.
No
For your highest paid member of staff only, what was the total value of their employee benefits?
(For example if your highest paid member of staff received £35,000 enter 35000). If you do not have any staff or did not pay any staff, enter 0 (zero)
£12,000
Volunteers
How many UK volunteers, excluding trustees, did the charity have during the financial period? 0
Financial controls
Did your charity review its internal financial controls? Yes
Fundraising - commercial participator
Spending outside England & Wales
Spending outside England & Wales
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Declaration
Your role at the charity (select one):
⊠ Trustee DIANE Given names HOLMES Family name
02074357905
| 02074357905 | |
|---|---|
| Telephone | |
| number | |
| dmholmes@blueyonder.co.uk | |
| Date submitted | 11/10/2023 |
It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.
Ooatrsvjn En%EI)pe ID." 40DJDEEgOA3E471&84FI4F&448107589 The Stanley Grundy Foundation Limited Company Registration Number 05035587 The Stanley Grundy Foundation Limited Report and Accounts 31 December 2022 AC7KXF4J 1W07r2023 COMPANIES HOUSE A13
171
Dcusign Enveltw ID". 40DLKIEE&OA3E471&84F1.eFW1107589 The Sianley Gnjnty Foundation Limited CompaJ)y Refffisiraiion Number 05035587 Trtsst¢es Annual Report for tb¢ year ¢Thd¢d 31 Decethbtr 2022 The Trnslees present their report and accounts for ihe year ended 31 Decembe¥ 2022, which also omprises ihe Director's Report required by The Companies Act 2?6. structu Governance & Management The charity is a company limiied by guaraee (number 05035587), govemed by its Memorandwn & Articles of Association and i5 a Tegis*red charity (number 1102419). Tr•stees The Trnstees, who are also directors of the company. and who served during the year were.. Susan Gre¢nhill Diane Holthes Andr Holmes Bernard Carn¢ll Arabella Lofts (apFM)inted dire¢tor 20 September 2022) Direetors AII TTUStee5 are directors of the company. The director of the cimpany who w&8 no¢ a tNstee was.. Xanthe Greenhill The Trustee5 comply with The Charities Commission (CCJO) Guidelines in re¢n]iting. findin& and vetting potential TNst¢¢s. Objeetives ¥Dd Activities The objectives of ihe charrty are io support charilie5 and good causes which advance education. relieve y¢Tty, supp)rt children and medical chariiies. The main aciiviiies undenaken in relaiion to those puw¢5 during the year wa5 the making of grants to ¢haritl¢5. Graot making poliey The Trnstees of th¢ charity have fonnulated J grants policy as thtailed below.. The TnLSte¢s will consider applications for grdnts in April and (ktob¢r in an accounting ye¥.
Oocusign Erwelope ID.. 4000DEE0A3É471]-eFBAA8107s89 The St3nl¢y Grundy Foundation Limited Company Registraiion Number 05035587 In accordance with the wishes of the founder, stanley GnMy. the Trnsiees wish io continue to suppon charities and good causes which advance education. relieve p)verty. supp)rt children and rnedical charities. Applicaiion5 for gnnts Shld be made by email to dminn( vfolind Name and address of the organisation Charity registration number The objeaives of the organtsaiion The Trustee5 Grants Policy will be reviewed as and when the need arise5. A¢hievemeTht and Perfornante- Finantial Revie tksplte the FodatIOn suffering a reduction of equity of over £J(M),0 in 2022 following the sto¢k market's volatility and an income of £72,767 we maiiatred to dIribuTe £84.(M)0 10 19 charities by drawing down £25.0(K) from upital reserves and keeping our overheads as low as reasortabty possible. W¢ trust that in 2023 ihe stock markel will rally and we will t able to rettrn to distribuiing £IOO.000 each year to go(Kl causes. R¢s¢rves & Investment Poliry The Trustees have ad0ed 4 p)licy of endeayourine to retatn sufficient fwujs io mainlaiTh the urreni level of granis whi]si proteciing the reserves from the effecis ol-. inflatTron. The TTusiees determine the inve5tm¢nt policy with the benefil of exmal advice from stockbrokers. It is iniended ihat ihL5 policy will be adhed to for the near fiattjre. whilsr re¢ogni5ing that th¢re may iemporary shortfalls &% a ¢onsequenc¢ of fluctuations in $to¢k market value5. Rlsks attd uncertaiDti¢s fxing Ihe cb*r•ty The Trustees have a duty to identEfy and review the risks to which the charity i5 exposeAt and to ¢n5ur¢ appropriate controls are iTh place to provi(k re8son3ble assurJnc¢ against fraud and error. Statem¢nt of the Trustees, Respofvsibilities The charity'5 Trusttts are resp)n5ible for the P•ion of the accounts in accordance with appli¢able law and United Kingdom Accounting Stsndards (Uniied Kingdozn G¢n¢rally Acc¢pl¢d Accounting Praciice). The Companies Aci 2006 and charity law requires the Board of Trustees to prepar¢ r]nan¢ial statements for each financial year which gives a true and fair view of the stale of affa¥rs of the charity as at the end of th¢ financial year and of the swplus or deficit of the chariry. In preparing those financial $ements the Board is required to: Prepare the accounts in ordanCe with Uniied Kiiigdom Geller311y Accepted Accounting Prartice (Uniied Kll4d(wn Accouttiing Swidards aThd applithle law) Selea suitable a¢counting politiw and appty ih¢m Consistefttly," Mak¢ judgements and estimate5 that are reasonable and prndent"
Do¢uSgn Envelope ID.. 4OCXJOEEg1I43E471WF1-BF&AA8107589 Th¢ Stgnley Grundy Foun(tstion Limit¢d Company Registrdtion Nuinber 05035587 Prepare the financial statements on a going ltern basis unless it is inapwopriate to preswne the charity will continue in tMJ>ine5S: Sthte whether applfftcable accounting staThdar& and statements of rewmm¢nd¢d pradi¢¢ have b¢en followe4 subject lo any material d¢Tru[c$ di10: aJtd explained in the financial statements. The Trustees are abo respmsible for mainiaining adequate accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which are sufficitnt to show and explain the charity's transactions and enable thern to e.Dsure th¢ financial statements compty with the Companies Ad 20(kS and comply WEth regulations rnade und¢r lh¢ ChaTlties Act. They are a150 r¢5ponsibl¢ for safeguarding the asseTS of ihe chariry and hence for kfftg reasonable st¢P5 for the prevention and detecrion of fraud and other irregularities. The Te£S are also responsible the contents of the Trustee's report, atKI the statutory restMTrnsibility of ihe Independent Examiner in relation to the Trustee's report is lirnit¢d to examining the report and ensuring ihat, on the face of the rErrtJ¢ there are no maierial inConsistencS with th¢ figur¢s di5clos¢d in the financial ¢tatem¢nts. This r¢p)rt wa5 approved by the Board of Trustees on Mrs D Holm¢s Directorand Trustee 22 May 2023 1 8:32:32 POT
E)orJJSgn EnblJre ID.. 40DKlEEg1143E471f84FIFwIl07589 The Stanley Grundy Foiindation Limited Company R¢gistralion Nwnber 05035587 Report of the ImdepeAde#t Eithiner to the Ttstrts of th¢ eb¥rit4ble CompaY 0 the Accounts for the yegr ettded 31 Deeember 2022 I report on the fjnancial staiemems of the chariiable c(Mnpany on pages 7 to 17 for the yeaJ ended 31 DecemtrRr 2022 which have been prepared irt accordance with The Charities Act 2011 (The Act) and with the Financial Reporting Slandard 102. (effective l January 2016) a5 modified by FRS (85 amended by the Bulleiin issued in February. 2016) published by the Charity Commission in England & Wales (CCEW). effeciive January 2015 (SORP), under the hisiorical c05t conv¢ntion and the accounting policies set out on page 10. Respe¢tive responsibilities of the Trustees and the Indendent Examiner As desCrid on page 8, the charitabl¢ ¢ompany'5 Trusipes who are ai50 the Directors of the company for the purposes of Company law, are restx)n5ibl¢ for the preparntion of the f8(181 Statements in accordance with applicabl¢ law United Kingdom Getkerally Accepted Accounting Practice. applicable to smaiter entities. and for beitig salisfied thai the f1claI s¢at¢ments give a true and fair view. The Tnjstees consider that the audit reqwrern¢nt of Se10 144 {1) of the Charitie5 A¢1 2011 (Tr Act) does n(A appty, and that there 15 no requiremenl in the M¢morandwn and Articles of the charity for ihe conduciing of an audit, and that the acwjnts do not r¢quiiE an audit in accordanc¢ with Part 16 of the CompaDie5 Act 2006 and that no InembeT ha5 requesred an audit pursuant to Se¢tion 476 of the Companies Act 2006. Therefore, the TrLt5tees have elected that the fllwicial statements be 5ubjert to independeDi examination. Having satisfied myself that the charity is not $ubject to an #udit under any legal pmvision or otherwise. and it 15 eligible for independent examination. i( i& my responsibility to- a) Examine the accounts under S¢¢tion 145 of Ih¢ Alt b) Follow the procedures in the DItionS given by the Charity Commission under Section 145(5Xb) of the Aci aid ¢) Stsie wheiher particular matters have come to my att¢rttion Basis of Indepe#dent Ex•miner's S¢aleme*l aDd 0p¢ of work undtrtakeD l conducted my examinaiion in accordanc¢ with Ilie G¢nerdl Directions given by the Charity Commission uTrJer Seciion 145 (5Xb) of the Act, Setting Qui th¢ duties of an Independent Examin¢r in relation to the conduaing of an indeIldeI examination. independent examination in¢lud¢s a review of the accouniing records l&pt by the charitable company and of the accounting systems employed by the charAthble comptyny and a comparison of the fmaftcial statements presenied with those records. It also inc]Le$ consideration of any unusual iterns or disclosures in ihe flnancial statements, and s¢eking ¢xpiaTharions from yow as Trustees, concerning such matter5. The purp05¢ of the examination is to establish as far as trf)lb, that there hav¢ been no breache5 of charity l¢gi51ation and (he fJnan¢ial stateTnents comply with the SORP. on a test basis of evidence releTrfant lo the amounts and discloswes in the Ilnancial ststements. The PredureS Undertak do not Frovide all the evithnce that would be reqllited in an audit, and inforn)aiion supplied by tht Trustees in the course of the examination 15 not subjected to audit t¢Sts or enquiries. and consequently I do not express an audit opÈnion Cpn the view given by the rLnan¢io1 staiemenrs. and in particular: l exprtss no opinioji as 10 whether the financial ststements give a true and fair view of the affairs of ihe charty. gfdl my rel 15 limiied to the matters set out in the siatement below.
IiocuSi9n Enve&)pe10. 4t(M]DEEW3E471&84F14FW8107589 The Stanley Grundy Foundatirjn Limited Company Registration Nu]nber 05035587 I planned and perfornied my examination to saiisfy rnvself ihat the objective5 of the iNlependeni examination are achieved and before finalising the r[rE l obtained WTitten assurnn¢¢s from th¢ Tnle£S of all maierial mauers. Independent Examioer's Statsmeftl. Repor( and Opinio Subject lo the limitaiions upon the xope of my work &5 delail¢d above. in ¢onnedion wilh my exaJnination. I can confm thai tK) material Ma[S have ¢x)rn¢ lo my at¢¢ntion which gives me cause to lieVe that in, any rnaterial respect= th¢ a¢¢ounting Te¢(rds were not kept in a¢¢or<kn¢e with wtion lio of the Chariiies Aa. or th¢ aoUnts dtd not with the accowitipg records: or the accounts did not comply with the applicabk requirements ioncerning the forn) and conieni ofaccounis sd oui inthe Charities (Accounts ard Rep)rt'J") Regulations 2008 other than any r¢quirern¢ni that the attounts give a 'true and fair, view which is not a matter considered as pan of an indepenthni examination. I hav¢ no wnc¢rn5 and have come across no other matters in connextion with the ¢xamination 10 which attention should be drnwn in this rewn in ordu* io enable a prOr understanding of the accounts to be reached. Mr Richard Shaul- tndewbdeni Examiner Ch8rter¢d AOuntant 85-87 Bayham Street Lonthn NWI OAG 22 May 2023 1 11:27:11 PDT This report wa5 sied ¢
l?cuS¥n Emiefope ID.. dOtKIOEEgLOA3E471&a4F14F&4A8107589 The Stanley Grun(ty Foundation Limited Company R¢gi5trntiOTb Nuinber 05035587 Stat•DeDt of Financial Aettvit• (includiDg ineome anil exptnditure ac¢oynl for the year ended 31 Detember 2022, reqlTed by the Companies Act 20 2022 2021 Incorne & Endowments from: lrtvesttThents Expenditwre on: lrtyestment management Charitable activities 11,609 99.424 11,760 116,023 Total expenditure: Net ga&ns (losses) on investments 279 324 Net inwme (expenditure) for the year 129 151 RecoDciliatioD of funds: Total funds brought forvArd 94.851 2 265 71x1 Total funds e*rritd fonvard Th¢ st#t¢m¢nt of finan¢ial activitie5 iTrchth #ll gain5 and losses recognised in th¢ p¢riod All the current and prior yeartraTWion5 were wirt..57Cted tterns. and no fijrther analysis is required All activitie5 deriv¢ from continuing operatioTrs
IuSign Envelcpe ID.. 40D0cEEA3E4T16-8lF1-8F&w10TSO9 The Sianley Gnty FwnJation Limited Company R¢gislrion PJuinber 05035587 BalaDee gheet 9$ at 31 Deeethbtr 2022 2022 2021 Fixed A55ets Inves¢m¢nt5 held a5 fixed assets 2 053 712 2 359916 Currettt xs$ets Debto Cash at bank and in hand 653 Total eurT¢llt ¥ss¢ts Creditors- #mounts flliDg due within oThe yur Net current &s5ets The total net assets UDrestrict¢d revenue fund5 The dwectOTS are satisfied thai ihe cLMrtpany is enttil&l io exemption frorn the requirement lo obtain an audit under S¢¢tion 477 of the Companies Aci 2[,.5. Thc members have required the company 10 obiain an audil in accordance wilh Seciion 476 of the ACI. The directors acknowledge th¢ir responsibilities for c(Ynplying with the requirements of the Cornpanies Act 21X)6 wilh respea io accounting recor(ts and the ptt[Nifdtion of acc•unts. The financial siatements have been prepared in accordance with the provisions in Part 15 of the Companies Act 2006. applicable io COMpY'S subject to the small company's regime. Mrs S C Greenhill Trustee Approved by th¢ Board of TtU51ees on 23 May 2023 1 2:08:02 PDT
Iio¢vSvJn En¥elwe ID." 4000DEE9-OA3E471&84FI-BF8AA8107589 The Stanley Grundy Fo mtsiiyn Limi(ed Company Registraiion Tr..nber 05035587 Cash Fknv StsteweDt for ihe year ended 31 DeceDiber 2022 2022 21121 Cash liows from operatiDg servites cash th in operating activiti¢5 111038 128 152 Cayb llows from investing getivilits Dividends received Proceeds from sal¢s of inv¢5tments Purch&8e of itive$tments 72.625 282,777 255 897 69.124 264,919 191361 Net easb provided by Investing ttiviti¢s 142682 Cash flows from finneing aetivitles Net Cash provmled by rIDClg activitie5 Ov¢T411 ¢45h (used) ID I geDer4ttd by *ll ¥e¢[vIt $ Cash movernent5 Change irt c&%h and c&sh equivalents frcln activitier jo the year ended 31 Decernb¢r 2022 (11,533) 14,530 Cash and eL%h equivalents at l January 2022 37 Cash At bank aTrd in h4Dd less overdrafts at 31 December
t)ooJSgn En%k)pe ID.. 4000DEEMA3E471H4F14F&iA8107589 Th¢ Stanley Gnmdy Fo".Indatll"fi Limited Company Registration Triumbtr. L>5035587 Notes io the ¢¢ounts for the vear ended 31 Dew-nlKT ry022 l Attounti•z Poli¢i¢s Basis ofthe preparati•th ald •¢eourtlittz ¢offjv¢ttti,)n These accounts bave been prepared in accordanc: with FRS 102 'I1he Financial Reponing Standard applicable in the United Kingdom and Repkublic )i' Ireland (FRS 102). Accounting and Reporting by Charities. the slement of Recommer",ded Pjartice for charities applying FRS 102, th¢ Companie5 Aci2006 and Generalty Accewed A¢.))Iiniin&t Practice as ir applies from 2 January 2015. The accounts have been ppared under the histO.1.)5t IAventIOn or. an accTua15 ba5iS. Going ¢oTh¢ern Ai ihe time of aprKoving the a¢£owits. the Tru5tee5."iave a rta50nable expectaln that the charity has adeqyaie resources to continue in operaiional ex. >tenct. for the near fiiture. Thus. the Tru5t¢¢5 continue to adopt ihe ongoing concem basis of acco.mttnE F¢ir preparin£ ihe atcounts. Fixed Asset Investments Fixed asset invesknents in unlisied equiti¢s (see noti 8) arc .. hown atthe balance sheet date at the besi esiimate of iheir market v#Eu¢. wher¢ prdclicabl.:. Whtr.p: valuation technique5 are considered unreliable or where. in the opinion of th¢ Trost¢¢s, i.ii aisis outweigh the nefItS to th¢ users of the aontS, the investment is included ai cosi and a revb:. li is undertaken at ¢ach year end as to whether the asset sh¢wld be wrirren down. All gakns fixed assei investments. whdher realisf d or unrealised. are included in the Statement of Financial AciAviiie5. 2 Liability to taxation The charity is exempi from tsxion in r¢5pe¢t of ir come.' capitsl gains to the exient thai such in¢om¢ or gains are applied exclusively on the s11( cha.7 able obj¢¢iives of lh¢ ¢harity and for no other purpose. Value Added T&x is not recovera.kli'. "k.e charity. ar it 15 th¢r¢for¢ in¢luded in ihe relevant Costs in the Stsiemeni of Financial A ..Ii¥ilii.'i. 3 Winding up or dissolthtiots of the eharity If uport winding up or di5501ution of ihe charity the)" tm".: u1s any asseL* after the satisfaction of all debts and liabilities. the assets represent¢d byth¢.-:uMited fimd shall be iransferred lo some other charitable boty or bodies having $imilarobjeA-.jiT5 t... he charity. io
"lfj¢uS4n En¥dop¢10.. 40CXJDEE&OA3E471ft84F1-BF&W10758S The &anl¢y Grundy F.¢dItI1" r Limited Company Retsisirnion Trlwnbtr 115035587 4 Inv¢sim¢nl gai 2022 2021 Reali5ed gainsl(losses) Listed invesmients Total realistd gain0$$) Unrealised gainsl(iosses) athd writiEbg dow# of eanyin.: .alUeS List¢d investments- Unrealised Other w]listed investments- Unreali5¢d (199,086) 187,810 870 Total unrealised 2ainpJ(kes) et¢ Tolal ruli5ed ¥4Dd UDre8iised gains S Staff costs and etholumtnts Salary ¢0stS 2022 2021 Tru5ree's remuneration noie 6 Tot•1 sal#rw wages. and related <osts Trusiees provided consulthncy setvices io the charity in L.'..t". year under revi¢w The average number of part-time stsff employed in ytar was The average number of fuil-titne stsff employed in tF e yt". ll. was The estimated full-iime equivaleni nLtsnber of all stsllem")ioyed in the year wa li
S )cuSyn EnveloFe ID." 4ODODEE9-O47l84F1-8F&IM1O7S89 The Stanley Grundy Foiin.thrii)r. Limiied Company Registration F4wnbe.- l)5035587 O Remuneration pxyments (o Trustees #nd ptrsoll5 eonneeted wilh th¢m 2022 2021 Remlltteratiots p4y•bk to TThst¢¢5 OT ¢onnec¢ed per5005 Mrs D Holme5 Total remuneration Mrs S C Greenhill preVISty prOved¢on$utthnCy savicesio the clwity but knthe year under r¢vi¢w. Mrs D Holme% provided services io the chariry as an in desDI).:nt manager in the yearurtderreview. The charity paid Mrs Holm¢5 £12.OLXI (2021£12.OW) in the year in reskKLi of ihese services. 7 Try5tee5' expeThses The expense5 reimbursed to Trustee5 IA the curreni o.. prior year, wL% as shown below.. 2022 2021 The amouni reimbursed to Trustees 53 155 The number of TrUe¢S to whom expenses were reimburs&J was three. 12
i )cuSign En¥eiope10.. 40DODEEgOA3E471644FI-8F&W107589 The Stsnley GdY Fowi.Jatii)Tr Limited Company Registraiion Number n5035587 8 Investthents h¢ld as fu¢d atsets Listed Juv¢sthi¢nts Other Clxsses of lmvesiment Total Carryimg values of inv¢strn¢nts Ai l January 2022 Addiiions Revaluaiion 31 December 2022 Disp05als 2 J59.916 255,897 (199,086) 36) 015 2.359.916 255.897 (199,086} 363 015 At 31 De¢¢Thb¢r 2022 AD4Iysis b¢tween fair value #nd historieal eost Investsmenis as above held * fair valll¢ Analysbs of other cla5so of investment lllcluded 41 fair value Total Summary of other classes of investthe#ts ai 31 December 2022 Other investsnents 9 Creditors: #mounts falling due within one yea. 2022 2021 Other crediiors A¢cNals As at 31 December 2022 13
i) )CL£yn Envelope ID.. 4Q00DEEQA3E471P4FlF8AslO7589 The Stsnley Grwity Fu iDdatii" n Limited Company RegislTation Tr umbri 05035587 10 IDcome and expedItre aeeouttt $umm*ry 2022 2021 At l January 2022 Surp]u(loSS) for the year Surp]usl(loss) for the year At 31 December 2022 2394851 2265700 129 151 14
Di)¢uSvJn Envelope ID.. 40DODEEgQA3E471&84F1-8F8V0107589 The Stanley Gnjndy Fo Indatic r Limited Company Registtion 14'uTrnb& 115035587 Detailed analysis of inromt ¢xp¢Mdiln for I hL y4YT ¢od¢d 31 December 2022 4$ required by the SORP 2015 This anatysRs is classified by conventional nominal. k xripjgns and noi by activity. I I Investrthent income 2022 202 Divid¢nd inCe Total iVeSthi¢vt in¢oN¢ 12 Expenditwre on ¢hari¢abk adiYitics-grgDt funding of activities Grdnis made io organisations Total grant m*king rosts 15
DooJSgn Én¥elcpe ID. 40DODEEgOA3E471fA4F1-8F&4A8107589 The stleY Grundy FouDdii.T) Limited Company Registration Numbe-. 05035587 Detsiled #natysis ol iDeome •nd expenditur¢ foT the yedr ended 31 D¢¢¢thber 2022 45 reqIred by the SORP 2015 Breakdown of graDls made to orgnisations 2022 2021 Autism Unlimited Action Radiotherapy Afghanistan and centr Asian ASslatIon All Dog5 Matter British Tinnitus Aa&oci&tion Cancer Support UK Cardiac Risk in the Young Calibre Audio Library Changing Fa(es Childhood Eye Canw Tn¢ Clearvision Project Children's Book Proje Coaching Inside & Oui (CIAO) Cmhns & Colitis UK Cystic Fibrosis Trusi Disability Africa Dogs for Good Evergreen Afriea Freeddom Kii Bags Homlin Fistula UK H.E.A.T. Foundation InierA(t Stroke Support Kidney Research UK Listening Books Microloan Foundaiion MYTIME Young Carers Rescare SAMM National School home Supp)n Service UK Shift MS Small Acorns fflie National Brdin ApFeal) Street Vet Stroke Association Target Ovarian Can¢er The Bxk-up TnL81 Th¢ David Nott Fowjdation The separed Child Foundation Tommy's Trees for Cities Tools for Self-Reliance The Toy Project VoluThi¢erin8 Matters Versus Arthritts Total 4,Th)0 5,000 5,000 4,000 3,000 2,000 5.000 2.000 4.(MJO 2,000 2.000 5,000 5,000 2,000 4,000 5,000 5,000 4,000 3,000 3,000 2.(J0 4,IN)O 4,lJ)O 5.000 3,000 5.000 5.000 5.000 2,000 5,000 4,000 5,000 5.000 5,000 5.OCrt) 5.000 5.000 5.000 16
Oocu&"gn Env&)pe Kl.. 4000DEEMA3E471&84F1-8F8AA8107589 The Stanley fjrnndy Foundation Limited Company R¢gistr*ion WWb (15035587 Detailed analysis of incorne aThd expenditure for the yesir ended 31 D¢cember 21n2 a5 required by the SORP 2015 13 Other expenditure-Governantt costs 2022 2021 Independeni Exarniner's Fees Tru51¢es Temuneration Trusie¢s ¢xpen5es 2.940 12.431 53 2.940 12.928 15 Total governanee eosts 14 Total ebaritsble ¢xp¢nditur¢ 2022 2021 Total gTrni making costs Total goY¢rnon¢e ¢05 84,OLK) 100,O(x) Total eharitabk expeDditure 15 Eipendtture OD rai5iDg funds costs of investment rnanagtment 2D22 2021 InvestTnent management C05ts Total fundraising tosts 17
Ooatrsvjn En%EI)pe ID." 40DJDEEgOA3E471&84FI4F&448107589 The Stanley Grundy Foundation Limited Company Registration Number 05035587 The Stanley Grundy Foundation Limited Report and Accounts 31 December 2022 AC7KXF4J 1W07r2023 COMPANIES HOUSE A13
171
Dcusign Enveltw ID". 40DLKIEE&OA3E471&84F1.eFW1107589 The Sianley Gnjnty Foundation Limited CompaJ)y Refffisiraiion Number 05035587 Trtsst¢es Annual Report for tb¢ year ¢Thd¢d 31 Decethbtr 2022 The Trnslees present their report and accounts for ihe year ended 31 Decembe¥ 2022, which also omprises ihe Director's Report required by The Companies Act 2?6. structu Governance & Management The charity is a company limiied by guaraee (number 05035587), govemed by its Memorandwn & Articles of Association and i5 a Tegis*red charity (number 1102419). Tr•stees The Trnstees, who are also directors of the company. and who served during the year were.. Susan Gre¢nhill Diane Holthes Andr Holmes Bernard Carn¢ll Arabella Lofts (apFM)inted dire¢tor 20 September 2022) Direetors AII TTUStee5 are directors of the company. The director of the cimpany who w&8 no¢ a tNstee was.. Xanthe Greenhill The Trustee5 comply with The Charities Commission (CCJO) Guidelines in re¢n]iting. findin& and vetting potential TNst¢¢s. Objeetives ¥Dd Activities The objectives of ihe charrty are io support charilie5 and good causes which advance education. relieve y¢Tty, supp)rt children and medical chariiies. The main aciiviiies undenaken in relaiion to those puw¢5 during the year wa5 the making of grants to ¢haritl¢5. Graot making poliey The Trnstees of th¢ charity have fonnulated J grants policy as thtailed below.. The TnLSte¢s will consider applications for grdnts in April and (ktob¢r in an accounting ye¥.
Oocusign Erwelope ID.. 4000DEE0A3É471]-eFBAA8107s89 The St3nl¢y Grundy Foundation Limited Company Registraiion Number 05035587 In accordance with the wishes of the founder, stanley GnMy. the Trnsiees wish io continue to suppon charities and good causes which advance education. relieve p)verty. supp)rt children and rnedical charities. Applicaiion5 for gnnts Shld be made by email to dminn( vfolind Name and address of the organisation Charity registration number The objeaives of the organtsaiion The Trustee5 Grants Policy will be reviewed as and when the need arise5. A¢hievemeTht and Perfornante- Finantial Revie tksplte the FodatIOn suffering a reduction of equity of over £J(M),0 in 2022 following the sto¢k market's volatility and an income of £72,767 we maiiatred to dIribuTe £84.(M)0 10 19 charities by drawing down £25.0(K) from upital reserves and keeping our overheads as low as reasortabty possible. W¢ trust that in 2023 ihe stock markel will rally and we will t able to rettrn to distribuiing £IOO.000 each year to go(Kl causes. R¢s¢rves & Investment Poliry The Trustees have ad0ed 4 p)licy of endeayourine to retatn sufficient fwujs io mainlaiTh the urreni level of granis whi]si proteciing the reserves from the effecis ol-. inflatTron. The TTusiees determine the inve5tm¢nt policy with the benefil of exmal advice from stockbrokers. It is iniended ihat ihL5 policy will be adhed to for the near fiattjre. whilsr re¢ogni5ing that th¢re may iemporary shortfalls &% a ¢onsequenc¢ of fluctuations in $to¢k market value5. Rlsks attd uncertaiDti¢s fxing Ihe cb*r•ty The Trustees have a duty to identEfy and review the risks to which the charity i5 exposeAt and to ¢n5ur¢ appropriate controls are iTh place to provi(k re8son3ble assurJnc¢ against fraud and error. Statem¢nt of the Trustees, Respofvsibilities The charity'5 Trusttts are resp)n5ible for the P•ion of the accounts in accordance with appli¢able law and United Kingdom Accounting Stsndards (Uniied Kingdozn G¢n¢rally Acc¢pl¢d Accounting Praciice). The Companies Aci 2006 and charity law requires the Board of Trustees to prepar¢ r]nan¢ial statements for each financial year which gives a true and fair view of the stale of affa¥rs of the charity as at the end of th¢ financial year and of the swplus or deficit of the chariry. In preparing those financial $ements the Board is required to: Prepare the accounts in ordanCe with Uniied Kiiigdom Geller311y Accepted Accounting Prartice (Uniied Kll4d(wn Accouttiing Swidards aThd applithle law) Selea suitable a¢counting politiw and appty ih¢m Consistefttly," Mak¢ judgements and estimate5 that are reasonable and prndent"
Do¢uSgn Envelope ID.. 4OCXJOEEg1I43E471WF1-BF&AA8107589 Th¢ Stgnley Grundy Foun(tstion Limit¢d Company Registrdtion Nuinber 05035587 Prepare the financial statements on a going ltern basis unless it is inapwopriate to preswne the charity will continue in tMJ>ine5S: Sthte whether applfftcable accounting staThdar& and statements of rewmm¢nd¢d pradi¢¢ have b¢en followe4 subject lo any material d¢Tru[c$ di10: aJtd explained in the financial statements. The Trustees are abo respmsible for mainiaining adequate accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which are sufficitnt to show and explain the charity's transactions and enable thern to e.Dsure th¢ financial statements compty with the Companies Ad 20(kS and comply WEth regulations rnade und¢r lh¢ ChaTlties Act. They are a150 r¢5ponsibl¢ for safeguarding the asseTS of ihe chariry and hence for kfftg reasonable st¢P5 for the prevention and detecrion of fraud and other irregularities. The Te£S are also responsible the contents of the Trustee's report, atKI the statutory restMTrnsibility of ihe Independent Examiner in relation to the Trustee's report is lirnit¢d to examining the report and ensuring ihat, on the face of the rErrtJ¢ there are no maierial inConsistencS with th¢ figur¢s di5clos¢d in the financial ¢tatem¢nts. This r¢p)rt wa5 approved by the Board of Trustees on Mrs D Holm¢s Directorand Trustee 22 May 2023 1 8:32:32 POT
E)orJJSgn EnblJre ID.. 40DKlEEg1143E471f84FIFwIl07589 The Stanley Grundy Foiindation Limited Company R¢gistralion Nwnber 05035587 Report of the ImdepeAde#t Eithiner to the Ttstrts of th¢ eb¥rit4ble CompaY 0 the Accounts for the yegr ettded 31 Deeember 2022 I report on the fjnancial staiemems of the chariiable c(Mnpany on pages 7 to 17 for the yeaJ ended 31 DecemtrRr 2022 which have been prepared irt accordance with The Charities Act 2011 (The Act) and with the Financial Reporting Slandard 102. (effective l January 2016) a5 modified by FRS (85 amended by the Bulleiin issued in February. 2016) published by the Charity Commission in England & Wales (CCEW). effeciive January 2015 (SORP), under the hisiorical c05t conv¢ntion and the accounting policies set out on page 10. Respe¢tive responsibilities of the Trustees and the Indendent Examiner As desCrid on page 8, the charitabl¢ ¢ompany'5 Trusipes who are ai50 the Directors of the company for the purposes of Company law, are restx)n5ibl¢ for the preparntion of the f8(181 Statements in accordance with applicabl¢ law United Kingdom Getkerally Accepted Accounting Practice. applicable to smaiter entities. and for beitig salisfied thai the f1claI s¢at¢ments give a true and fair view. The Tnjstees consider that the audit reqwrern¢nt of Se10 144 {1) of the Charitie5 A¢1 2011 (Tr Act) does n(A appty, and that there 15 no requiremenl in the M¢morandwn and Articles of the charity for ihe conduciing of an audit, and that the acwjnts do not r¢quiiE an audit in accordanc¢ with Part 16 of the CompaDie5 Act 2006 and that no InembeT ha5 requesred an audit pursuant to Se¢tion 476 of the Companies Act 2006. Therefore, the TrLt5tees have elected that the fllwicial statements be 5ubjert to independeDi examination. Having satisfied myself that the charity is not $ubject to an #udit under any legal pmvision or otherwise. and it 15 eligible for independent examination. i( i& my responsibility to- a) Examine the accounts under S¢¢tion 145 of Ih¢ Alt b) Follow the procedures in the DItionS given by the Charity Commission under Section 145(5Xb) of the Aci aid ¢) Stsie wheiher particular matters have come to my att¢rttion Basis of Indepe#dent Ex•miner's S¢aleme*l aDd 0p¢ of work undtrtakeD l conducted my examinaiion in accordanc¢ with Ilie G¢nerdl Directions given by the Charity Commission uTrJer Seciion 145 (5Xb) of the Act, Setting Qui th¢ duties of an Independent Examin¢r in relation to the conduaing of an indeIldeI examination. independent examination in¢lud¢s a review of the accouniing records l&pt by the charitable company and of the accounting systems employed by the charAthble comptyny and a comparison of the fmaftcial statements presenied with those records. It also inc]Le$ consideration of any unusual iterns or disclosures in ihe flnancial statements, and s¢eking ¢xpiaTharions from yow as Trustees, concerning such matter5. The purp05¢ of the examination is to establish as far as trf)lb, that there hav¢ been no breache5 of charity l¢gi51ation and (he fJnan¢ial stateTnents comply with the SORP. on a test basis of evidence releTrfant lo the amounts and discloswes in the Ilnancial ststements. The PredureS Undertak do not Frovide all the evithnce that would be reqllited in an audit, and inforn)aiion supplied by tht Trustees in the course of the examination 15 not subjected to audit t¢Sts or enquiries. and consequently I do not express an audit opÈnion Cpn the view given by the rLnan¢io1 staiemenrs. and in particular: l exprtss no opinioji as 10 whether the financial ststements give a true and fair view of the affairs of ihe charty. gfdl my rel 15 limiied to the matters set out in the siatement below.
IiocuSi9n Enve&)pe10. 4t(M]DEEW3E471&84F14FW8107589 The Stanley Grundy Foundatirjn Limited Company Registration Nu]nber 05035587 I planned and perfornied my examination to saiisfy rnvself ihat the objective5 of the iNlependeni examination are achieved and before finalising the r[rE l obtained WTitten assurnn¢¢s from th¢ Tnle£S of all maierial mauers. Independent Examioer's Statsmeftl. Repor( and Opinio Subject lo the limitaiions upon the xope of my work &5 delail¢d above. in ¢onnedion wilh my exaJnination. I can confm thai tK) material Ma[S have ¢x)rn¢ lo my at¢¢ntion which gives me cause to lieVe that in, any rnaterial respect= th¢ a¢¢ounting Te¢(rds were not kept in a¢¢or<kn¢e with wtion lio of the Chariiies Aa. or th¢ aoUnts dtd not with the accowitipg records: or the accounts did not comply with the applicabk requirements ioncerning the forn) and conieni ofaccounis sd oui inthe Charities (Accounts ard Rep)rt'J") Regulations 2008 other than any r¢quirern¢ni that the attounts give a 'true and fair, view which is not a matter considered as pan of an indepenthni examination. I hav¢ no wnc¢rn5 and have come across no other matters in connextion with the ¢xamination 10 which attention should be drnwn in this rewn in ordu* io enable a prOr understanding of the accounts to be reached. Mr Richard Shaul- tndewbdeni Examiner Ch8rter¢d AOuntant 85-87 Bayham Street Lonthn NWI OAG 22 May 2023 1 11:27:11 PDT This report wa5 sied ¢
l?cuS¥n Emiefope ID.. dOtKIOEEgLOA3E471&a4F14F&4A8107589 The Stanley Grun(ty Foundation Limited Company R¢gi5trntiOTb Nuinber 05035587 Stat•DeDt of Financial Aettvit• (includiDg ineome anil exptnditure ac¢oynl for the year ended 31 Detember 2022, reqlTed by the Companies Act 20 2022 2021 Incorne & Endowments from: lrtvesttThents Expenditwre on: lrtyestment management Charitable activities 11,609 99.424 11,760 116,023 Total expenditure: Net ga&ns (losses) on investments 279 324 Net inwme (expenditure) for the year 129 151 RecoDciliatioD of funds: Total funds brought forvArd 94.851 2 265 71x1 Total funds e*rritd fonvard Th¢ st#t¢m¢nt of finan¢ial activitie5 iTrchth #ll gain5 and losses recognised in th¢ p¢riod All the current and prior yeartraTWion5 were wirt..57Cted tterns. and no fijrther analysis is required All activitie5 deriv¢ from continuing operatioTrs
IuSign Envelcpe ID.. 40D0cEEA3E4T16-8lF1-8F&w10TSO9 The Sianley Gnty FwnJation Limited Company R¢gislrion PJuinber 05035587 BalaDee gheet 9$ at 31 Deeethbtr 2022 2022 2021 Fixed A55ets Inves¢m¢nt5 held a5 fixed assets 2 053 712 2 359916 Currettt xs$ets Debto Cash at bank and in hand 653 Total eurT¢llt ¥ss¢ts Creditors- #mounts flliDg due within oThe yur Net current &s5ets The total net assets UDrestrict¢d revenue fund5 The dwectOTS are satisfied thai ihe cLMrtpany is enttil&l io exemption frorn the requirement lo obtain an audit under S¢¢tion 477 of the Companies Aci 2[,.5. Thc members have required the company 10 obiain an audil in accordance wilh Seciion 476 of the ACI. The directors acknowledge th¢ir responsibilities for c(Ynplying with the requirements of the Cornpanies Act 21X)6 wilh respea io accounting recor(ts and the ptt[Nifdtion of acc•unts. The financial siatements have been prepared in accordance with the provisions in Part 15 of the Companies Act 2006. applicable io COMpY'S subject to the small company's regime. Mrs S C Greenhill Trustee Approved by th¢ Board of TtU51ees on 23 May 2023 1 2:08:02 PDT
Iio¢vSvJn En¥elwe ID." 4000DEE9-OA3E471&84FI-BF8AA8107589 The Stanley Grundy Fo mtsiiyn Limi(ed Company Registraiion Tr..nber 05035587 Cash Fknv StsteweDt for ihe year ended 31 DeceDiber 2022 2022 21121 Cash liows from operatiDg servites cash th in operating activiti¢5 111038 128 152 Cayb llows from investing getivilits Dividends received Proceeds from sal¢s of inv¢5tments Purch&8e of itive$tments 72.625 282,777 255 897 69.124 264,919 191361 Net easb provided by Investing ttiviti¢s 142682 Cash flows from finneing aetivitles Net Cash provmled by rIDClg activitie5 Ov¢T411 ¢45h (used) ID I geDer4ttd by *ll ¥e¢[vIt $ Cash movernent5 Change irt c&%h and c&sh equivalents frcln activitier jo the year ended 31 Decernb¢r 2022 (11,533) 14,530 Cash and eL%h equivalents at l January 2022 37 Cash At bank aTrd in h4Dd less overdrafts at 31 December
t)ooJSgn En%k)pe ID.. 4000DEEMA3E471H4F14F&iA8107589 Th¢ Stanley Gnmdy Fo".Indatll"fi Limited Company Registration Triumbtr. L>5035587 Notes io the ¢¢ounts for the vear ended 31 Dew-nlKT ry022 l Attounti•z Poli¢i¢s Basis ofthe preparati•th ald •¢eourtlittz ¢offjv¢ttti,)n These accounts bave been prepared in accordanc: with FRS 102 'I1he Financial Reponing Standard applicable in the United Kingdom and Repkublic )i' Ireland (FRS 102). Accounting and Reporting by Charities. the slement of Recommer",ded Pjartice for charities applying FRS 102, th¢ Companie5 Aci2006 and Generalty Accewed A¢.))Iiniin&t Practice as ir applies from 2 January 2015. The accounts have been ppared under the histO.1.)5t IAventIOn or. an accTua15 ba5iS. Going ¢oTh¢ern Ai ihe time of aprKoving the a¢£owits. the Tru5tee5."iave a rta50nable expectaln that the charity has adeqyaie resources to continue in operaiional ex. >tenct. for the near fiiture. Thus. the Tru5t¢¢5 continue to adopt ihe ongoing concem basis of acco.mttnE F¢ir preparin£ ihe atcounts. Fixed Asset Investments Fixed asset invesknents in unlisied equiti¢s (see noti 8) arc .. hown atthe balance sheet date at the besi esiimate of iheir market v#Eu¢. wher¢ prdclicabl.:. Whtr.p: valuation technique5 are considered unreliable or where. in the opinion of th¢ Trost¢¢s, i.ii aisis outweigh the nefItS to th¢ users of the aontS, the investment is included ai cosi and a revb:. li is undertaken at ¢ach year end as to whether the asset sh¢wld be wrirren down. All gakns fixed assei investments. whdher realisf d or unrealised. are included in the Statement of Financial AciAviiie5. 2 Liability to taxation The charity is exempi from tsxion in r¢5pe¢t of ir come.' capitsl gains to the exient thai such in¢om¢ or gains are applied exclusively on the s11( cha.7 able obj¢¢iives of lh¢ ¢harity and for no other purpose. Value Added T&x is not recovera.kli'. "k.e charity. ar it 15 th¢r¢for¢ in¢luded in ihe relevant Costs in the Stsiemeni of Financial A ..Ii¥ilii.'i. 3 Winding up or dissolthtiots of the eharity If uport winding up or di5501ution of ihe charity the)" tm".: u1s any asseL* after the satisfaction of all debts and liabilities. the assets represent¢d byth¢.-:uMited fimd shall be iransferred lo some other charitable boty or bodies having $imilarobjeA-.jiT5 t... he charity. io
"lfj¢uS4n En¥dop¢10.. 40CXJDEE&OA3E471ft84F1-BF&W10758S The &anl¢y Grundy F.¢dItI1" r Limited Company Retsisirnion Trlwnbtr 115035587 4 Inv¢sim¢nl gai 2022 2021 Reali5ed gainsl(losses) Listed invesmients Total realistd gain0$$) Unrealised gainsl(iosses) athd writiEbg dow# of eanyin.: .alUeS List¢d investments- Unrealised Other w]listed investments- Unreali5¢d (199,086) 187,810 870 Total unrealised 2ainpJ(kes) et¢ Tolal ruli5ed ¥4Dd UDre8iised gains S Staff costs and etholumtnts Salary ¢0stS 2022 2021 Tru5ree's remuneration noie 6 Tot•1 sal#rw wages. and related <osts Trusiees provided consulthncy setvices io the charity in L.'..t". year under revi¢w The average number of part-time stsff employed in ytar was The average number of fuil-titne stsff employed in tF e yt". ll. was The estimated full-iime equivaleni nLtsnber of all stsllem")ioyed in the year wa li
S )cuSyn EnveloFe ID." 4ODODEE9-O47l84F1-8F&IM1O7S89 The Stanley Grundy Foiin.thrii)r. Limiied Company Registration F4wnbe.- l)5035587 O Remuneration pxyments (o Trustees #nd ptrsoll5 eonneeted wilh th¢m 2022 2021 Remlltteratiots p4y•bk to TThst¢¢5 OT ¢onnec¢ed per5005 Mrs D Holme5 Total remuneration Mrs S C Greenhill preVISty prOved¢on$utthnCy savicesio the clwity but knthe year under r¢vi¢w. Mrs D Holme% provided services io the chariry as an in desDI).:nt manager in the yearurtderreview. The charity paid Mrs Holm¢5 £12.OLXI (2021£12.OW) in the year in reskKLi of ihese services. 7 Try5tee5' expeThses The expense5 reimbursed to Trustee5 IA the curreni o.. prior year, wL% as shown below.. 2022 2021 The amouni reimbursed to Trustees 53 155 The number of TrUe¢S to whom expenses were reimburs&J was three. 12
i )cuSign En¥eiope10.. 40DODEEgOA3E471644FI-8F&W107589 The Stsnley GdY Fowi.Jatii)Tr Limited Company Registraiion Number n5035587 8 Investthents h¢ld as fu¢d atsets Listed Juv¢sthi¢nts Other Clxsses of lmvesiment Total Carryimg values of inv¢strn¢nts Ai l January 2022 Addiiions Revaluaiion 31 December 2022 Disp05als 2 J59.916 255,897 (199,086) 36) 015 2.359.916 255.897 (199,086} 363 015 At 31 De¢¢Thb¢r 2022 AD4Iysis b¢tween fair value #nd historieal eost Investsmenis as above held * fair valll¢ Analysbs of other cla5so of investment lllcluded 41 fair value Total Summary of other classes of investthe#ts ai 31 December 2022 Other investsnents 9 Creditors: #mounts falling due within one yea. 2022 2021 Other crediiors A¢cNals As at 31 December 2022 13
i) )CL£yn Envelope ID.. 4Q00DEEQA3E471P4FlF8AslO7589 The Stsnley Grwity Fu iDdatii" n Limited Company RegislTation Tr umbri 05035587 10 IDcome and expedItre aeeouttt $umm*ry 2022 2021 At l January 2022 Surp]u(loSS) for the year Surp]usl(loss) for the year At 31 December 2022 2394851 2265700 129 151 14
Di)¢uSvJn Envelope ID.. 40DODEEgQA3E471&84F1-8F8V0107589 The Stanley Gnjndy Fo Indatic r Limited Company Registtion 14'uTrnb& 115035587 Detailed analysis of inromt ¢xp¢Mdiln for I hL y4YT ¢od¢d 31 December 2022 4$ required by the SORP 2015 This anatysRs is classified by conventional nominal. k xripjgns and noi by activity. I I Investrthent income 2022 202 Divid¢nd inCe Total iVeSthi¢vt in¢oN¢ 12 Expenditwre on ¢hari¢abk adiYitics-grgDt funding of activities Grdnis made io organisations Total grant m*king rosts 15
DooJSgn Én¥elcpe ID. 40DODEEgOA3E471fA4F1-8F&4A8107589 The stleY Grundy FouDdii.T) Limited Company Registration Numbe-. 05035587 Detsiled #natysis ol iDeome •nd expenditur¢ foT the yedr ended 31 D¢¢¢thber 2022 45 reqIred by the SORP 2015 Breakdown of graDls made to orgnisations 2022 2021 Autism Unlimited Action Radiotherapy Afghanistan and centr Asian ASslatIon All Dog5 Matter British Tinnitus Aa&oci&tion Cancer Support UK Cardiac Risk in the Young Calibre Audio Library Changing Fa(es Childhood Eye Canw Tn¢ Clearvision Project Children's Book Proje Coaching Inside & Oui (CIAO) Cmhns & Colitis UK Cystic Fibrosis Trusi Disability Africa Dogs for Good Evergreen Afriea Freeddom Kii Bags Homlin Fistula UK H.E.A.T. Foundation InierA(t Stroke Support Kidney Research UK Listening Books Microloan Foundaiion MYTIME Young Carers Rescare SAMM National School home Supp)n Service UK Shift MS Small Acorns fflie National Brdin ApFeal) Street Vet Stroke Association Target Ovarian Can¢er The Bxk-up TnL81 Th¢ David Nott Fowjdation The separed Child Foundation Tommy's Trees for Cities Tools for Self-Reliance The Toy Project VoluThi¢erin8 Matters Versus Arthritts Total 4,Th)0 5,000 5,000 4,000 3,000 2,000 5.000 2.000 4.(MJO 2,000 2.000 5,000 5,000 2,000 4,000 5,000 5,000 4,000 3,000 3,000 2.(J0 4,IN)O 4,lJ)O 5.000 3,000 5.000 5.000 5.000 2,000 5,000 4,000 5,000 5.000 5,000 5.OCrt) 5.000 5.000 5.000 16
Oocu&"gn Env&)pe Kl.. 4000DEEMA3E471&84F1-8F8AA8107589 The Stanley fjrnndy Foundation Limited Company R¢gistr*ion WWb (15035587 Detailed analysis of incorne aThd expenditure for the yesir ended 31 D¢cember 21n2 a5 required by the SORP 2015 13 Other expenditure-Governantt costs 2022 2021 Independeni Exarniner's Fees Tru51¢es Temuneration Trusie¢s ¢xpen5es 2.940 12.431 53 2.940 12.928 15 Total governanee eosts 14 Total ebaritsble ¢xp¢nditur¢ 2022 2021 Total gTrni making costs Total goY¢rnon¢e ¢05 84,OLK) 100,O(x) Total eharitabk expeDditure 15 Eipendtture OD rai5iDg funds costs of investment rnanagtment 2D22 2021 InvestTnent management C05ts Total fundraising tosts 17