Charity Number 116LIJ54
THE DOROTHY PAMELA SMITH CIO
TRUSTEES. REPORT AND ACCOUNTS
FOR THE YEAR ENDED 5" APRIL 2026

THE DOROTHY PAMELA SMITH CIO
CONTENTS
Page
Reference and administrative detalls of the CIO, Its Trustees and advisers
Trustees, report
24
Independent examinerfs report on the financial statements
Statement of financlal activlties
Balance Sheet
Notes to the financlal statements
8-17

THE DOROTHY PAMELA SMITH CIO
REFERENCE AND ADMINisfRATIVE DETAILS OF THE CHARITABLE INCORPORATED
ORGANISATION. ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 5- APRIL 2026
TRUSTEES
Rosemary Hyde (Chairl
Helen Munro
Harriet Parker
Rebecca Parker.
CHARITY REGISTERED NUMBER
116(MJ54
PRINCIPAL OFFICE
4 Clopton Court
Clopton Road
Stratford upon Avon
CV37 6TP.
BANKERS
Barclays plt
I ChLsrchill Place
London
E145HP
INDEPENDENT EXAMINER
Julia Lucas
Baracot
Pimlico Lane
Alveston
Stratford upon Avon
CV37 7RJ

THE DOROTHY PAMELA SMITH CIO
Charity Number 116(1)54
TRUSTEES ANNUAL REPORT FOR THE YEAR TO 5th April 2026
The Dorothy Pamela Smlth CIO is a Charitable Incorporated Organlsation governed under o trust
deed and registered with the Charity Commission, number 116¢J)54.
Objectives and actlvltles of the CIO
The objerts of CIO a￿ for the relief of mental disorder or mental impairment. includin8 research into
antenatal causes and the cure. treatment and care of infants, children and youn8 persons suffering
from mental disorder or impairment. The CIO was funded by the legacy of the late Dorothy Pamela
Smith and doe5 not èrtively fundraise.
The CIO has provided grants to charltles who support children a8ed 16 and under wlth severe
learning disabilities. The trustees. in making decisions about grant5 and the strategic directlon of the
charity, have had due regard to the Charity Commission's public benefit guidance. A total of 17
8rants to charities were made for projects which met with the truslees. approval, all within the
objects as stated above. This compares to 16 grants awarded in 2024125. Our 8rants included
funding for Specialist equipment. outdoor play, sensory play equlpment. craft materlals, performing
arts visits and days Out.
The Trustees have generally preferred to make 8rants for identified Items of equlpment, or specified
material projects. rather than to contribute to general running expenses. Grants are usually
between £5CKJ and £3,CIJO, but during 2024-2025, following a major Strateg￿ review, a decision was
taken to make a 8rant of £100,0￿ to Newlife, the Charity for Disabled Children to fund a pilot
community playscheme project. Followln8 the success of this pilot. the Trustees agreed to grant
further £675.OlXI to Newlrfe in early 2026 to enable the launch of a Communfty Play Service, "Play
for All".
Achlevements and perforniance
2026 marks the end of an era for the Dorothy Pamela Smith CIO. For many years, the charity has
provided small grants primarily to community-based charities supporting children livin8 With severe
learning difficulties.
The trustees wish to ensu￿ that the le8acy of Dorothy Pamela Smith will continue into the future, so
In 2024 the trustees began the Search for a partner charity- We identified Newlife, the Charity for
Disabled Children and worked them to develop a new service to support community groups workinB
with children with complex disabilities. sensory impainnents and neurodwersity to create well-
resourced play environments. supported by specialist play training. In 2025. with a £l¢J).OLX) 8rant
from the Dorothy Pamela Smith CIO. Newlife rolled out a pilot project invofving 10 specialist
community groups across the West Midlands. A fvll impact assessment was completed, which
showed the transformational benefits of inclusrve, hi8h-quality play for children with complex
neurodisabilitie5 and neurodiversity. The Settings ￿pOrted that children benefited most across
social, emotional, cognitive and motor skill areas, and children were able to participate fully,
regardles5 of ability. The grant funding not only opened the doors to high quality toys and
equipment. but through the training and education provided by Newlife's play specialist, the ￿ntre$
were able to maximise the potential of the play resources.

On the back of the success of the pilot programme. the Trustees agreed to transfer a further
£675,iJX) to Newlrfe in early 2026, bein8 the remainder of the Dorothy Pamela Smith legacy funds,
as a grant to enable a wider. national roll out of Community Play. over a number of years. providing
opportunities for play for children with complex neuro disabilities which would otherwise have been
out of reach. It has been a privilege to work with Newlife and see the positive effect the specialist
play equipment can bring to these children and groups, and we are delighted the Dorothy Pamela
Smith CIO can help Newlife to take this project forward.
In addition to the substantial Newlrfe grant. the Trustee5 made 15 smaller grants {2024125- 151 to
grass roots charities. funding 5ens0ry equipment, specialist equipment. activities and days out for
children. The Trustees also agreed to make an exceptional one-off grant of £24.503 from the
residue of our income funds to Gympanzees to ftjnd specialist sensory equipment for the sensory
rooms in their purpose built fulty inclusive exercise. play and leisLrre centre near Bristol, which is due
to open in Sprin8 2027. This grant was made following a visit by two of the Trustees to meet the
Gympanzees team to fully understand the scale and resourcin8 of this project. Following on from
this vislt. the Trustees were impressed by the transformatTve opportunities thi5 centre will bring to
children with multiple disabilities. and especially to children with complex neuro disabilities. and
agreed to award thls one-off grant for sensory rTr)m equipment.
Flnanclal rnvlew and rlsk management
The charivs total income for the year was £27,5281£24,097 in 20241251 and its expenditure was
£729,7291£122,549 in 2024125). of which £728,7501£121,610 in 20241251 was donated in 8rants
and the balance of expenditure of £9791£9391 was for administrative expenses.
Durln8 2024125 a strateglc decision was made to distribute capital as well as income in grants. This
decision led to a ￿apPraIsa1 of our investment risks, and the Trustees agreed to divest our funds
held In investments and managed by Barclays Wealth. Followin8 the divestment in January 2025, a
£IOO,OCQ grant was made to Newllfe, the Charity for dlsabled children, and our resldual fund5 Of
£675.CQJ were placed in fixed term deposlts across a number of financial instltutlons, using an
Investment platform managed by Flagstone Group Limited. This reduced the investment. credit and
Interest rate risks.
The fixed term deposits matured in early 2026. and were pald out in a grant to Newlife to fund the
launch and roll out of a Community Play Service. The interest earned on these deposits. along with
the openlng cash balance of £28,712 wa5 used for our regular grants programme in 2025126. as well
as a one￿ff grant of £24.503 to Gympanzees. Following this major Brant 8ivin8, the reserve5 of the
CIO total £1,5111£703,712 in 2025) and will be used for any costs associated with the wind up of the
charltylpaid out as a final charitable grant in 2026.
The Trustees consider the bank balance Is sufflclent to cover any residual expenditure of the CIO.
Future plans
Following the final award of grants, it is the intention of the Trustees to apply to the Charity
Commission for the wind up the Dorothy Pamela Smith CIO in 2026.

Statement of Trustees. responslbllltles
The Trustees are responsible for preparing the trustees, report and the financial statements In
accordance with general applicable law and Unlted Klngdom Accounting Standards (United K]ngdom
Generally Accepted Accounting Prattice).
The law applicable to charities in England and 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 charity
and of the incomin8 resources and application of resources of the charity for that per￿d. In
preparing these financial statements, the trustees are required to-
selert Sultable accounting p)licies and then apply them consistentlyi
observe the methods and principles in the Charities SORP:
make judgments and estimate5 that are reasonable and prudent;
state whether applicable accounting standards have been followed, subject to any material
departures dixlosed and exploined In the financial ststements;
prepare the financial ststements on the going concern basis unless it is inappropriate to presume
that the charity will continue in business.
The trustees are ￿spOnSible for keeping proper accounting records that disclose with reasonable
accuracy at any time the financial position of the charity and enable them to ensure that the
financial statements comply with the Charitie5 Act 2011. the Charities IAccounts and Reports)
Regulations 2015 and the provisions of the trust deed. They are also responsible for safekeeping the
assets of the charity and hence for tsking reasonable steps for the prevention and detection of fraud
and other irregularities.
Approved by the trustees on 6, August 2026 and slgned on thelr behalf by:
Rosemary Hyde
Chair

INDEPENDENT EXAMINER'S REPORT TO ThE TRusfEES
￿port to the trustees on my examination of the accounts of the Dorothy Pamela Smith CIO for the
vear ended 5 April 2026 which are set out on pages 8 to 19.
Responslbllltles and basis of report
As the CIO'S trustees you are responsible for the preparation of the accounts in accordance with the
requirements of the Charities Act 2011 Ithe Actl-
I report in respect of my examlnation of the charity's accounts carried out under section 145 of the
Act and in carrying Out my examination I have followed all the applicable Directions given by the
Charity Commission under section 145151{bl of the Act.
Independent Examlner's Statement
I have completed my examlnatlon. I confirm that no material matters have come to my attention in
connection with the examination 8iving me cause to believe in any material respect:
l. accountin8 records were not kept in respect of the charity a5 required by sectlon 130 of
the Art,. or
2. the accounts do not accord with those records. or
3. the accounts do not comply with the applicable ￿qU1rernents concerning the form and
content of accounts set out in the Charities IAccounts and Reports) Regulation5 2008 other than anv
requirement that the accounts give a 'true and fair view, which 15 not a matter consldered as part of
an independent examination.
I have no concerns and have come across no other matters In connectlon wlth the examination to
which attention should be drawn in this report in order to enable a proper understandlng of the
accounts to be reached.
Si8ned:
(JL
Julla Lucas, ACA
20 July 2026

CHARITY COMMISSION
FOR ENGLAND AND WALES
Pamela Smlth CIO
Annual accounts for the
1160054
eriod
Penoj ¥tart date
06104r2025
date
0510412026
Section A
Statement of financial activities
Restricted
UnrostrIc￿ In¢ome
funds
fvnds
Endowment
funds
Prfor yoar
funds
Totsl fvnds
Incomlng resources (Note 3)
F01
F02
F03
F04
F05
I￿orne and endowfinonts from:
Donal10￿ aTrJ *aacl88
Ch8rltabkn advlOo$
Otsrtr8dlw act1￿1￿1
Inve81mont8
27.528
27.528
24,097
Soyrat• mat•rial rt•m 01 inwm
Othor
Total
Resources expended (Note 41
Expendlture on..
$lng fvTh#8
Ch•rflable activ￿85
728.750
121610
S•p4raiÈ maierlal I1￿ ol•xFW
Olhor
979
979
939
Total
Net Incomellexpendlture) before Investment
galnslllo8888
702,201
702,201
98,452
19,789
Nel g4lnsllkJssesl on Invesime¢)ts
Net Incomel{exp•ndlture)
Extraordlnary Items
Transfers between funds
Other recognl8od galn811108808):
702 201
702,201
Galn8 and losses on ¥evalJwkn offA•J f**ltys
Ot1￿r￿81Th￿{lOsS881
Net movenmnt In funds
02,
702,
01
Reconciliation ol funds."
Total frJThJ$ t(oughl f¢ThMrd
Total funds carrled fonvard
703,712
703,712
1,511
782,375

Section B
Balance sheet
Restrictod
Unr•8tr1ct•d Incom• End¢ywmont Total this
nds
fund•
Totsl last
yoar
Fixed assets
F01
F02
F03
F05
Intsngible assets
Tangible assets
Hgritage ass•ts
Investments
(Note 7.1)
Total fix6d a88•ts
Current assets
Stock8
Dobtor•
Investmfrnts
{Note 7.2)
Cash at bank and In hand (Notg 8)
Total curnnt assets
675.000
28.712
Credltors: amounts lalllng due wlthln
one yfrar
N•t current assa￿(118bI1It1O8)
Total assets less current liabilitles
Creditors.. amount• falling du• aft•r
one year
Provisions for Ilabllltl
Total net assets or Ilabllltles
Funds of the Charity
Endowmont funds
Rostricted income funds
Unre8trl¢tod funds
Revaluatlon roso
1,511
1.511
703,712
1,511
1,511
703712
Total funds
Approved by the Trustees and signed
on their b•half by Rosemary Hyd•
Dat8: 6th August 2026
CC17a (Excell
0610812026

Section C
Notes to the accounts
Note 1
Basis of preparation
1.1 Basis of accounting
These accounts have been prepared under the historical cost convention *ryth items recognised at cost or
transadion value unless otherwise stated in the relevant note(s) to these accounts.
The accounts have been prépared in accordance with the SL*ement of Recommended Practice.. Accounting and
Reporting by Charities Preparing their ac￿Unts in accordance wtth the Financial Reporting Standard applicable in
the UK and Republic of Ireland IFRS 102) and *ryth the Charities Act 2011.
The charity constitutes a public benefft en￿ as defined by FRS 102.
1.2 Golng concern
The Trustees passed a reolution in November 2025 to disperse the residual funds in the form of grants to
charitable institutions and then seek approval from the Charity Commission for the voluntary wnding up of the CIO.
The accounts have therefore been prepared on a non going concern baiAs.
1.3 Change of accountlng policy
The accounts present a true and fair view and the accounting poliaes adopted are those outlined in note 2. In
2024126 the Trustees changed the accounts'ng policies from a receipts and payments basis to an accruals basis,
reporting under FRS102 This is to provide a fairer of the overall financial position of the charity, and of the
financial transactions taking place dunng the year.
1.4 Changes to accounting estlmatss
No Changes to accounts'ng estimates have occurred in the reporting period (3.46 FRS 102 SORP).
1.5 Material prior yoar •rrorn
No material prior year errors have been identified in the reporting period.
CC17a (Excel)
C610812026

Nots2
2.1 RECONCIUATION WITH PREVIOUS GENERALLY ACCEPTED ACCOUNTING PRACTICE
Accounting polici85
21712
676.1
fund ￿L￿nC••I r•*d
1•.no
0751
CC17a I

Seclioii C
Not• 2
2.2 INCOME
Aecounling policies
theFRS 10280RP¢¥FRS 102.
2.3 EXPENDITURE AND LIABILITIES
cond￿0￿1
S••1¢ ftn•ntl•l
•lrum•nt•
SOAP. PW•tyWo 11 17 b) 11 19. FRS102 SORP.
2.4 ASSETS

Spction C
Notes to the ac¢ounts
Icontl
Notg 3
Analys5s of Income
An•fy*is
ffiJr*lB Totslf¥* Pkny•
Income from
Investments:
rest inwm
Dividend incc¥ne
Rental and ￿aSIn
27.528
7.528
24,097
Tgtsl
27,528
24.C97
TOTAL INCOME
24
97
All Incom• th• wSor y•arwa• unrmtrldrt
CCT78 IExc*ll

Sec.tioii C
Notes lo Ilie aCCOLJrils
Icontl
Not• 4
Analyjh of gxpendltur•
Thhyw
L•8t y•ar
An•ly818
ndtturn on ¢hafltsbl• *¢tr•ltl••:
Gr8ntmakin
Note fj
T•i4 fur
T•tsi fvnd•
728.750
728.750
121,610
121.610
Totsl gxp•nd1￿￿• on Charflablè
actlvltles
T28,750
728.750
121810
121610
Oth•r
ov
Total oth•r •xp9ndl￿TI
TOTAL EXPENDITURE
97
729.729
729.n9
J9
122 549
39
CC178 (Exc811

Sectioii C
Notes to tl)e accoijrits
Nots5
D•tslls of ¢?rtaln ttem• ot eXpondI￿re
5.1 F••8 for •x•mln•tlon of the a¢¢ouThts
Th18 y•ar
Last y•ar
Indgp•ndont •xamln•rf8 10
A•¥uran¢• Sorylcw ¢)thw than audlt or Inknnd•nt •x•mlnatl¢)n
Tax advl80ry fo••
Othor fo08 Ifor ex•mpl•: fln•n¢l*l ad￿¢•, Comullaney. account*n¢y ••r¥I¢￿) p•ld
to the Independ•nt ?xamln•r
CC17a IExL%ll
(W08r2026

Section C
Notes lo the accounts
Icontl
Nots6
Grantm8klng
Thls year:
6.1 Analy818 01 orant• pald Ilnclud•d In co•t of chrllablg a¢¥vitl••)
Analy81s
Grants to Indivlduals
rt costs
Total
rants
Other grants (indiv￿L￿gI￿ ￿81 than
£3.400
699,503
29.247
728.750
Tot•1
29.247
728.750
6.2 Grnnts madfr to In•tltutlon8
Namm of In¥tltutloTh
Purpo•o
Funding for communty playschemes
children with Speclal educab.onal needs
Sensory equipment
Total amount of
rants ald £
e75.000
Newllfe
Gympanzees
Total mat•rfal grants to In¥tStutlon¥ In rgportlng p•riod
Other unanal $•d
r•nts
individu•ll l•M th•n £3 400
24,503
29,247
TOTAL GRANTS PAID
728 750
Last year:
6.3 Anal Is ot
In¢lud•d In cost of ¢harltsbh •clfvlll••
rnn
In¥tltutlon•
Analy•l8
Grnnts to 1ndMd￿l•
Support c￿ts
Total
for comrnunity playschomes for
children wth special educational
needs
100.000
21.610
121,610
Grants
100.000
Individall than £3.OC
Total
121,610
CC17a (EX￿1)
06108r2026

Section C
Notes to the .)f.COLJlits
7.1 Flx•d ass•ts In¥••1monts (by cla•• of ￿¥8*1M￿n0
•qulv•knntB
Totst A￿2124
(fairl volue al b8gknr1￿ of
perbd
A¢kl". addllknB to IrN•Btrrnnts
period
Lom., dl8poMIi At c￿r￿j val
L••i'. Impabmi•nt•
Add.. R•v•rnol af knpalmwrt•
Addlld•ductl-' IW5f8r INlout) In th
period
Addlld•du¢t).' net 98WVou8}
revaluation
C8fty'nB ltsltl Vllw al of
776.171
776,171
728,074
19.789
19.789
778.171
7.2 Cuvv•nt a•••t InvMkngnl• Iby ¢l•M of lTrv••tsMntl
¢•Ah & ¢•
•qulvi*rt•
8ocknl
T•t•l Aprll 2016
CatyrvJ Uak) •t of
pert
Add.. addth'on8 to d
perbd
L••8'. d18po¥al$ al v•1
Lo88'. ImPd￿0n
Add: Re¥er•41 ot ImwkTWI
Addlld•du¢t): tran8ler Inll¢NJl) in
perlod
Addlld•ttuctl: n•1 galn11￿￿I
revalu8lknn
CO￿ng Ilairl value at eTrJ Ol￿ar
675,(
87S.LYrt)
675,OCbJ
675,(
875,1￿)
CC178 (Ex

Not• 8
rA*h •t and In hand
Lkn¢ vmr
short t•rrn d•po
C•¥h at b•nk on h•nd
Oth•r
Toi11
712
CC170 IEKd}

Sc¢tion C
Notes Iu Ihe accoiiiits
Noto 9
Trnnu¢tloM wlth tNsts•• and r•lat•d p•rbo8
9.1 TN8to0 r•mwi•r4tlon and b•nolh*
•mploym•ntwkn th• c￿rIty Iprlorymr. non•l
9.2 Tw•t••8' •xp•n•
Thlb y•*r
L•BtyMr
Trnv•l
Sub8l•t•nc•
Aecommodthtlon
othor Ivldeo ¢onf•rnn¢lng1'.
173
31
13
TOTAL
31
thg ch•r#y
9.3 Trnn•4ctlonl•l wlth Y•lat•d pArtIo•
CC178 IE¥¢eD