COLLYER BRISTOW
Coombe-Tennant Foundation
Trustees, Report & Financial Statements
1 January 2024 to 31 December 2024
38385.1
Charity No. 1113080

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
I JANUARY 2024 TO 31 DECEMBER 2024
Page
Reference and administrative details of the
Foundation, ils trustees and advisers
Tru5tees' Report
Independent ExaMine￿S Report
stateTnent of Financial Actiwknes
Balance Sheel
Notes to the Financial Statements
9-12
Investment schedule
fNol filed with Ihe Charity Commission)
13-14

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
1 JANUARY 2024 TO 31 DECEMBER 2024
REFERENCE AND ADMINISTRATIVE DETAILS OF THE FOUNDATION
ITS TRUSTEES AND ADVISERS
Founder
Jenrfer Margaret Coombe-Tennant (died 18 Nov 20121
The Board of Trustees
Susanna Margaret Morgan-williams
Charle5 Serecold Coombe-Tennant
John Ashley Coombe-Tennant
Mark Henry Coombe-Tennant
Rosalie Janet Hoffmann
Charity registered number
1113080
Principal Office
clo Collyer Bristow LLP
St Martin's Court
10 Patern05ter Row
London
EC4M 7EJ
Independent Examine
Lucy Dixon
Martsn and Company
25 St Thomas Street
Winchester
Hampshire
S023 9HJ
Bankers
National Westminster Bank PIC
City of London Office
P O Box 12258
1 Princess Street
London
EC2R 8BP
Solicitors
Collyer Bristow LLP
St Martin's Court
10 Paternoster Row
London
EC4M 7EJ
Investment manager
Cazenove Capital Management
1 London Wall Pla
London
EC2Y SAU

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
1 JANUARY 2024 TO 31 DECEMBER 2024
TRUSTEES, REPORT
The Trustees present their annual report together with the financial statements ofthe Coombe-
Tennant Foundation (the Foundation) for the year from 1 January 2024 to 31 December 2024. The
Trustees confirm that the report and financial stalements of the Foundation comply with the
Charities Act 2011. the requirements ofthe Foundation's goveming document and the provisions of
the Statement of Recommended Practice (SORP) applicable to Charities preparing their accounts in
accordance with the Financial Fieporting Standard applicable in the UK and Republic of Ireland
published in October 2019. The financial statements have been prepared in accordance with the
accounting policies set out in the notes to the financial statements.
Status and administration
The Foundation was established by a Declaration of Charitable Trust dated 20 January
2006 and is registered with the Charity Cornmission under charity number 1113080. The
Foundation's governing instrument is its Trust Deed which allows for any activities covered
by the Foundation's obiects'ves, with no specific restrictions.
Charitable objectives for the public benefit
The objectives of the Foundation are to provide funds for general charitable purposes as
the Trustees shall from time to time think fit.
The Trustees confirm that they have complied wrth the duty in section 17 of the Charities
Act 2011 and have referred to the quidance contained in the Charity Commission's general
guidance on public benefit when reviewing the Foundation's aims and objectives and in
planning future activities and setting the grant making policy for the year.
Governance
The management of the Foundation is the responsibility of the Trustees who are elected
and co-opted under the terms ofthe Trust Deed. The Trustees meet at least once a year to
discuss and implement policy.
There were no related party transacts'on5 for the year ended 31 December 2024.
Financial review
As at 31 December 2024, the market value of investments was £1.624,508131 December
2023 - £1,487.0901. Income from investments totalling £34.616 (2023 - £26,473) was
received.
As at 31 December 2024 the Foundation had net funds of £1,629,344.

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
I JANUARY 2024 TO 31 DECEMBER 2024
Review of activities and achievements
There were 5 payments made in the financial year ranging from £5.OOD to £500 to the
Community Foundation for Surrey, Zane Zimbabwe- A National Emergency, Sussex
Federation of Young Farmers. Medecins Sans Frontieres and the Chiddingfold Parish
Council Church Fund. These are listed on page 11. note 6 of the accounts.
There is also a regular payment of £2,500 each quarter to the Treehouse Trust to support
Autistic Children.
Investment policy
As at 31 December 2024, all cash funds were held on the current account with National
Westminster Bank Plc. The Trustees, investment policy is to airn for safety commensurate
with immediate and planned spending requirements.
The Trustees decided to invest some of the cash not immediately required for the purposes
of charitable grants and expenses and these investments are managed by an independent
investment manager in conformity wlh the Foundation policy and ils constitution. The
holdings comprise of a range of equities. bonds and alternative investments which provide
for a broad investment spread and consequently the risk is spread amongst a cross section
of different range of investments.
Reserves and funding
The Trustees are maintaining Sufficient cash reserves to meet current and planned
expenditure.
Trustees
The Trustees who Served during the year were".
Susanna Margaret Morgan-williams
Charles Serecold Coombe-Tennant
John Ashley Coombe-Tennant
Mark Henry Coombe-Tennant
Rosalie Janet Hoffmann
Appointment and induction of Trustees
In appointing a new Trustee. the Trustees will take into account the benefits of appointing a
person who 15 able by virtue of his or her personal or professional qualifications to make a
contribution to the pursuit ofthe objects or management of the Foundation_

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
1 JANUARY 2024 TO 31 DECEMBER 2024
Risk management
The Trustees are responsible for the managemerrt of the risks faced by the Foundation.
All major risks to which the Foundation is exposed have been reviewed and systems have
been established to mitlgate these risks_

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
1 JANUARY 2024 TO 31 DECEMBER 2024
statement of TTUStees' responsibilities
The Trustees are resw)nsible for preparing the Trustees. report and the financial statements in
accordan￿ with applicable law and United ￿'ngdorn Accounting Standards (United Kingdom
Generally Accepted Accounting Practice).
The law applicable to Charities in England & Wales requires the Trustees to prepare financial
statements for each financial year which give a true and fair view of the state of affairs of the
Foundation and of Ihe incoming resources and application of resources ot the FoundatlDn for that
period. In preparing these financial statements, the Twstees are required to:
setect suitable accounting policies and then apply them consistently,.
observe the methods and prTrnciples in the Charities SORP"
make judgments and estimates that are reasonable and prudent.,
state whether applicable UK Accounting Standards have been followed.
subject lo any mateiial deparlures disclosed and explained in the financial 5tatements',
prepare the financial statements on the going concern basis unless it is
inappropTiate to presume that the Foundation will continue in operation.
The Trustees are responsible for keeping proper accounting records that disclose with reasonable
accuiacy at any tsme the financial positiDn of the Foundation and enable them to ensure that the
financial statements comp5y with the Charities Act 2011, the applicable Charities (Accounts and
Reports) Regulations 2008, and the provisions of the Trusl deed. They are also responsible for
safeguarding the assets of the Foundation and hence for taking reasonable steps for Ihe prevention
and detection of fraud and other irregularities.
Signed on behalf of the trustees..
Zl.lo.I
Susanna Margar
Morgan-williams
Date

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
1 JANUARY 2024 TO 31 DECEMBER 2024
Independent Examiner's Report to the Trustees of the Coombe-Tennanl Foundation
I report on the financial statements of the Foundation for the year ended 31 December 2024
as set out on pages 7 to 14.
This report Is made solely to the Foundation 5 trustees. as a body, in accordance with section
145 of the Charities Act 2011. My work has been undertaken so that I might state to the
Foundation's trustees those matters l am required to slate to them In th15 report and for no
other purpose. To the fullest extent permitted by law. I do not accept or assume responsibility
to anyone other than the Foundation and the Foundation's trustees as a body, for my work,
for this report, or for the opinions I have formed.
Respective responsibilities of trustees and examiner
The Foundation's trustees are responsible for the preparation of financial statements. The
Foundation's trustees consider that an audit 15 riot required for this year under Section 144{2)
of the Charities Acl 2011 {'the 2011 Act.) and that an independent examination is needed.
It is my responsibility to.
examine Ihe financial statements under section 145 of the 2011 Act.,
> to follow the procedures laid down in the General Directions given by the Charity
Commission under section 145(5){b) of the 2011 Act. and
to state whether particular matters have come to my attention.
Basis of independent examinevs report
My examination wa5 carried out in accordance with the General Directions given by the
Charity Commission. An examination includes a review of the accounting records kept by the
Foundation and a comparison of the financial statements presented with those records. It
also includes consideration of any unusual items or disclosures in the financial statements
and seeking explanations from you as trustees concerning any such matters. The procedures
undertaken do not Drovide all the evidence that would be required in an audit, and
consequently no opinion is given as to whether the financial statements present a 'true and
fair view, and the report is lirnited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination. no matter has come to my attention"
al which gives me reasonable cause to believe that in any material respect the
requirements".
to keep accounting records in accordance with sects.on 130 of the 2011 Act", and
to prepare accounts which accord with the accounting records and comply with the
accounting requirefnents of the Charities Act have not been met; or
bl
to which, in my opinion, attention should be drawn in order to enable a proper
understanding of the financial statements to be reached.
UCY Dixon FCA
Martin and Company
Chartered Accounlants
25 St Thomas Street
Winchester
Hampshire S023 9HJ
,.)0 O cbK)wo' 1025
Dated..

COOMBE-TENNANT FOUNDATION
TRUSTEES, REPORT & FINANCIAL STATEMENTS
STATEMENT OF FINANCIAL ACTIVITIES
1 JANUARY 2024 TO 31 DECEMBER 2024
Tolal
Unrestricted
funds
Total
Unrestrlcted
lunds
2024
2023
Notgs
INCOME FROM
Investments
34,616
26,473
Total income
34.616
26.473
EXPENDITURE ON
Raising funds
Charitable activities
7,352
34,133
7.082
29,478
Total resourcès expÈnded
41.485
36,560
Net incomellexpenditure)
(6,8691
110,0871
Gains and losses on investment assets
10, 13
134.429
20,716
Net Movement in Funds
127,560
10,629
RECONCILIATION OF FUNDS
Total fund5 brought fonvard
1.501,784
1,491.155
Fund balances at 31 Decernber 2024
13
1,629.344
1.501,784
The notes on pages 9 to 12 foTm part of these finanaal stalements.

COOMBE-TENNANT FOUNDATION
TRUSTEES" REPORT & FINANCIAL STATEMENTS
BALANCE SHEET AS AT 31 DECEMBER 2024
2024
2023
Notes
Flxed assets
Investments
10
1.624.508
1 487.090
urrent assets
Cash at bank and in hand
6.729
19.872
Debt(ws
12
111
6.840
19,872
Creditors- amounts falling due within one year
{2.0041
15,1781
Net current assets
4.836
14.e94
Totsl assets less ¢urrerrt liabilities
1.629.344
1.501,784
CHARITY FUNDS
Unrestricted funds
13
1.629.344
1,501.784
TOTAL FUNDS
1,629.344
1.501,784
For and on behalf of the Coomb&Tennant Foundatio
23_10_Ig
Date
flo.O(L_
Susanna Margaret Morgan-williams
Trustee

COOM8E-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENT5
1 JANUARY 2024 TO 31 DECEMBER 2024
NOTES TO THE ACCOUNTS
1 Accounting policies
1.1 Basis of preparing the financial statements
The financial 5taternents of the Foundation Is a public benerrt enlily. have oeen prepared in accordan￿ wth
the Slaletneni ol Recommended Practice Accounting and Reportipg by Chaflt1es wepanng their accounts In
ccordance wlh the Finanual Rewrting Stanaard apDlicable in the UK and Republic of Ireland IFRS 1021 leffective
1 January 20191, the Financral Reporl',ng Standard applicable In the UK anLI Republ￿ of Ireland IFRS 1021, the
Charitie5 Acl 2011 and UK Generally AccepteLI PraE'.Ice a5 11 applies from 1 January 2015.
The financial 51alements have bEen prepared to give a 'lrue and fairf view and have departed frorn the Chanties
(Accounts and Reports) Regulations 2008 Oryty lo the extent requiFeil to W(Mde a'iJJe aDd fapf View. This dep3rture
has iryvolved followng Accounting and Repo￿ng by Chanties." Statement of Recommended PracliTr applicable lo
chariiies preparing their accounts In accordance ￿1th +he Financial Rewrting Standard applirable in the UK antt
Republic of Ireland Issued In OctobeT 2019 Tather than the Accwnling and Repothng by Chant￿$ Statetnent of
Recommendeo Pracii£È erreciive trotn 1 Ayil 2005 thich h35 since been ￿1th￿ra￿.
1.2 Incorne
All Income 15 recognised In Ihe Statement of Finanoal AclNrtie5 OTh￿ the chanty has entstlevnenl of the funds, Il Is
probable that the Income wll be receive(l aFTd the amount can be rneasured reliaiAy.
1.3 Expenditure
Liabililie5 are recognised a5 expend*lure as soon as iiere is a legal or consiructive obligaliop committing the
Foupdaiion lo that expendiluTe. JI 15 probatAe thai a Iransfer of economic benefit5 bwII be reouired In selllemenl an
the aFnounis ol the obligation can be measured Teliab..ly. EXpe.￿dIt￿re'S accounted foT on aD accruals basis ano has
been classified under head ngs that aggregJie all cost relating 10 the category. WheTe c05tS Cannot be directly
allribuled lo particular headings they have been allocated to activities on a basis consistent the use o.,
resources.
1.4 Resources expended
All expentlilure Is accwnied for on an accruals bass ano has been included under expense categories that
aggregate all costs for allocation 10 attivilies. Where costs cannot directly attributed to particular attiivities they
have been allocate(5 on a bags consistent ¥￿th Ihe use of the r￿￿r¢e$.
Costs of generating funds
This comprise5 expenditure Incurred In connecknon generating funds for chanty.
Ck.arilable aclmties
Tb15 compnses expenditu￿ incurred in conr*cbon %*ith the chari1ab￿ objecbves or the ehanty.
GDvernance costs
This compnses expenditure incufTed in CL¥¥￿Cti￿ with management and
atlministralion of the charity.
1.5 Drrect Taxatlo
As a charity the Foundation 1$ 9eneTally exempt from 1￿C￿ne tax and capital gain5 tax. but not frorn VAT.
Irrecoverable VAT Is Induded In the ￿st of Ihose to *thich rt re￿es.
1.6 Investments
InveslFnents are held at market value insofar as they are capable of rneasuremenl. The realised and unrealised
gains cr losses are shown In Ihe Staternent of Finano31 Aclivities.

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
1 JANUARY 2024 TO 31 DECEMBER 2024
NOTES TO THE ACCOUNTS
1.7 Fund accounllng
Unrestncted Incomè lunds aTe general funds that a￿ available for use ai the trustees, discreti￿ In furthera￿￿ OT the
obieclives of Ihe chanly.
1.8 Cash
Cash al bank and in hand 15 helo to meet sh(xt-tem cash (xynmitrnents as they fall due rather than for Investment
purpose5.
1.9 Debtor5
Debtors (including loan5 receivable) are Dieasured Initial recognibon at setuement amounL Ihey 3re shown In
the financial staternents al the cash or olkEr consioeration expected lo be rece.'vpll.
1.10 Going Concer
Tha accounts have been prepared on a going concem ba95 and the￿ are no rr.aierial uncertainties.
1.11 Developfnewrts in the year
On 30 January 2020 the Worfd Health Organisatsor. declared the ￿tb￿ak o. the Coronaviru5 ICovid-191 pandemic
to be a public health emergency of International
Since the year-end, due Io the global itnpae. of *he Coronavirus ICoffld-191 pandemic. the v31ue of investments.
assets and Iiabililies have Deen Impacted. 11 is noi possible. at Ih15 time. to qu8rlify Ib.e change In rnarket value ID a
meaningful Vfdy. due to Dngoing volal..lity as ihe siiuation is fiuid and inpreddable. The tx)ard are reviewng the
Impact of the pandernic w the operalions of Ihe thanty on a wular basis are taking measures 10 Ènsure the
r15k5 faced are rnitigaled %4fftich indudes utilising Ihe Govemment SUPPDrt measures.
1.12 Creditors
The FDundation ha5 c1￿110rS V*hich are rneasured at settlement amounts.
1.13 Financial instfuments
The Foundation accoun15 f(K Ihe basic financial instruments Dn Inilial recogn.tson as per paragraph 10.7 FRS 102
SORP SiJbsequenl m*asurenient It per paragr4ph5 11 17 Ir) 11.19 FRS 102 SORP.
2 Investment income
2024
2023
Dividend Incorne
Interest re¢eivable
34.1fj3
453
25.363
34.616
26,473
J Analysis of expenditure by type
Other
costs
Grants
Total
2Q24
Total
2023
Raising funds
7,352
7.352
7,082
Grant lunding of activitie5 Pffjjects
26.500
26,500
22.500
Governance costs
7.633
7.633
6.978
14.985
26.500
36,560
10

COOM8E-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENT5
1 JANUARY 2024 TO 31 DECEMBER 2024
NOTES TO THE ACCOUNTS
4 Raising lunds
Total
2024
Total
2023
Invesimenl manager fees and cornmission
7.352
7,082
Charitable actlvities
Direct costs
(see note 61
Support costs
(see note 71
Total
2024
Total
2023
Grant funding
26.50D
7,633
34.133
29.478
6 Grants
Total
2D24
Total
2023
Treehouse Trust
Cornmunity Foundation lor Surrey
Medevns Sans Fronliere5
ZANE ZimbabwE- A National Ernergency
Sussex Federation d Young Farmers
Chiddingfold PC Church Arpeal
1D.000
6.000
5.000
1,ODO
5.000
500
10.000
5.OOQ
5,000
2,500
Total Grants
26.500
22,500
7 Support costs
Total
Lknrestricted
funds
2024
Total
UnreBtri¢te
funds
2023
Independent Examinerfs fees
Legal and professional fees
Bank charges
1.026
6600
978
e,000
7.633
6,978
8 Trustees
No Iernuneralion was paid to the Trustees and no expen5e5 Incurred by the Trustees havp teen reimbuTseLI.

COOMBE-TENNANT FOUNDATION
TRUSTEES. REPORT & FINANCIAL STATEMENTS
1 JANUARY 2024 TO 31 DECEMBER 2024
NOTES TO THE ACCOUNTS
9 Employees
The Foundation has no ern￿Oyees. N¢￿e i)f the Trustees recwved any retnuperabon.
2024
10 Investrnents
Markel value at the beginning Df the year
Add. additions at C051
Less d15posals pr(teeds
Addldeduct. profiLlllossl on d15posal
Addldeduct net gainll105sI on rÈvalu*Jon
Market value al the end of the year
1.472.218
255.952
1262,5961
113,215Jl
147.712
1 600.003
Cash held by Cazenove CapiAI Management
24,505
1.674 50B
Di5¢1o$ure of indlvldual invE5tmenls over 5% of trAal portlollo value
Any Individual Inveslrnents w'.h a value as al 31 Dewnbw 2024 over £80.00th1015% of £1,600,002) are d15dosed below.
Value
Name ol halding
HSBC FTSE All Wotld Ilmlex Fd S tsEIV Inc
J P Morgan Atnerica Equity12 USD Dist
Vanguard S&P 500 UCITS IUSDI Oist
117.094
132.666
224,088
11 CreditOfS.' arnounts lalling due wlthin one year
2024
2023
Independent ExarnineT's fees
Legal and professional fees
2,004
978
4.200
2.004
5,178
12 Debtors
2024
2023
Income due from broker
13 Movement in funds
Incorniny
resources
Resource$
Expended
Other gains
and losse5
Carrffted
forward
Brought forward
Unrestricted funds
,501.784
34.616
4".485
134429
1,829,344
12