Docusign En¥ÈlopÈ ID". ODF3EOFO-EA524F43-A00&700CA92EE139 THE MENZIES CHARITABLE FOUNDATION Charity Number.. 1136667 Financial Reports For the Period l July 2022 to 30 Juno 2023 1 of5
Docusign En¥ÈlopÈ ID". ODF3EOFO-EA524F43-A00&700CA92EE139 THE MENZIES CHARITABLE FOUNDATION Tru5tees' Annual report For the Period 1 July 2022 to 30 June 2023 Principal Addre$s Midas House. 62 Goldsworth Road. WOKING. Surrey GU216LQ Tvustses Name Office ststus Tabitha Hyde Appointed 29 March 2023 Chris Maloney Richard Snelling Simon M88sey Chairperson Structuro, Governance and Management Governing Documenl.. Trust Deed The Charity is tonslitLrted as a tmst Trustees 3re appointed having regard to the skills. knowkdge and experiance needed forlhe effective adrninistration of the Charity. ObjeGtive$ and Activities The obiecls ofthe Charity 8re'.- To further such charit8ble purposes for thè public benefrt 8$ 8re excluswèly charitable according lo the laws of Engl8nd and Wales as Iruslees may from lime lo lime determine, in particular bul nol exdusively, Ihe relief of poverty and sickness worfllwide anLI the promotion of urban and Tural regeneration through the provision of gr4n15 10 other org3ni5ations and the advanTrtnent of edu¢ation of the public in the subiècl of business finance by providing Iraininy 8nd businèss advice. This is principally achieved by making granls from monies raised from local fundraising bythe staff al the various offIS gf Menzies LLP. supplemented by gifts from Menzies LLP Itself. The aim is io Involve Menz$ and ils staff In helping the local communities in which Il operales and in so doing develop the skills and involvement of Ihe staff as well as benefitting the wider community. ThÈ IrusteÈs have had reg8rd to thè guidanee Issued by the Charity Commis8K)n on providing a public benefit and consider thai the aclivilies undertaken fulfil Ihe charitable purposes of the Foundation. 2of5
Docusign En¥ÈlopÈ ID". ODF3EOFO-EA524F43-A00&700CA92EE139 THE MENZIES CHARITABLE FOUNDATION Trustees. Annual report (Continued) For the Period 1 July 2022 to 30 June 2023 Achievements and Perforniance Fund raising has been achieved by the efforts of slaff at fv variou5 offi5 of MenzEs LLP. Awe variety offund raIng acbvilEs were undèrtaken with considerable 8uccess. Total income of £50.638 was raised and grants l01811ing £41.303 were made lo various local and nation81 organisalions. induding £13.263 for C8ncer Researd). £10.000 towards thè Pakistan Flood Appeal 8nd £10.000 for the TurkÈylSyria Earthquakè Appeal, as well as amoun18 for h)cal charilies supported by Menzies offices. Financial Review The Charity's policy Is not to hold substantial reserves for extended periods. Funds raised for a specific purpose are distributed ag soon a8 feasible after the conclusion of fundraising effort. Unrestricted funds can be held for longer period510 enable rapid responses lo grant requests for emergencyldisasler relief and olher worthwhile charitable causes. Declar8tlon The TTUStees declare that they have approved the Trustees, report above. Signed on behalf of the Charity's Trustees Do¢uS*Md by.. EC070A15FCWD7 S M8ssey 18-Feb-2024 Daled.......................................... 3of5
DocuSign Envelope ID: 0DF3E0F0-EA52-4F43-A005-700CA92EE139
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09-Feb-2024
Tavi Huppler
MAAT
259 Copnor Road, Portsmouth, PO3 5EE
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Docusign En¥ÈlopÈ ID". ODF3EOFO-EA524F43-A00&700CA92EE139 THE MENZIES CHARITABLE FOUNDATION Rg¢olpts and Paymonts A¢¢ount For th• Perlod l July 2022 to 30 Jun& 2023 UnrestritiÈd Fund5 Restricted Fund$ Totsl Funds Last Year Recelpts Fund Raising 19,139 31.500 50.638 37,155 Paymènts Fundraising costs Grants Made 16,228 25,075 41.303 34,248 2,911 6.425 9.336 2,906 Inler-funtl tr&nsfers Net Rocèlpts I (Paymontsl 2,911 6,425 9.336 2,906 Cash held at 1 Juty 2022 4,129 240 4.370 1.463 Cash Held at 30 June 2023 7.040 e 13,706 4,370 Statsmant of Assots and Llabllltl&s as as 30 June 2023 Unrestricted Funds Restricted Funds Total Funds Last Yoar Assets Cash al b8nk 7.112 £ Prepayments in respect of future fundraising events Llab116tl88 DÈfÈrred Income in respèct of futtjre fundraising events Sof5