C14ARITY CO ION Trustees, Annual Report for the period From 2024 1 October 2023 To 30 September Charity name: The Fowberry Foundation Charity registration number: 1169152 Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its governing document Para 1.17 The charitable objectives of the CIO are such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the Trustees my from time to time determine. Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 and 1.19The charity aims to make grants to individuals and organisations; provide other forms of finance; provide buildingslfacilitieslopen space; provide advocacyladvicelinformation; and sponsorlundertake research. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 Additional information (optional) You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making
Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution niade by volunteers Other Achievements and Performance SORP reference Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a vdhole. Para 1.20 Additional information (optional) You may choose to include further statements where relevant about:
Achievenients against objectives sel P8r8 1.41 Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 Other Financial Review Review of the charity's financial position at the end of the period Para 1.21 Statement explaining the policy for holding reserves stating why they are held Para 1.22 Amount of reserves held Para 1.22 Reasons for holding zero reseNes Para 122 Details of fund materially in deficit Para 1.24 Explanation of any uncertainties about tlie charily continuing as a aoina concern Para 1.23
dditioiial Inforiiiatioii (optional) lud urther te en stm ding any entp es ription of the principal gthe harity ks Para 1.4 ther Structure, Governance and Management ve CIO FoLJndatioii cio
Trustpp Relection metliods P8r8 1.25 Every charfty trustee must be a natural including details of any person over the age of 16. constitutional provisions e.g. election to post or name of any persoii or body entitled to appoint one or more trustees Apart from the first charity trustees, every trustee must be by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees must Iiave regard to the skills, knowledge and experlence needed for the effective administration of the CIO. Additional information (optional) You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 ,Relationship with any related parties Para 1.51 Other
Reference and Administrative details Charity name Tlie Fowberry Foundation Other name the charity uses egistered cliarity number Charity's principal address Fowberry Tower, Wooler, Northumberland, NE716ER Names of the charity trustees who manage the charity Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) Mr Craig John Marshall Mr Luke Ford 10 11 12 13 14 15 16 17 18 19 20 Corporate trustees - names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity rustee name Dates acted if not for whole year Funds held as custodian trustees on behalf of others Description of the assets held in this capacity No assets held. Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects No assets held. Details of arrangements for safe custody and segregation of such assets from the charity's own assets
Additional information tional Naiiies aiid addresses of advisers (Optional information) Type of Name A.d.d..ress adviser Name of cliief executive or names of senior staff members (Optional information) Exemptions from disclosure Reason for non-disclosure of key personnel details Other optional information Declarations above. The trustees declare that they have approved the trustees, report Signed on behalf of the charity's trustees Signature(s) Full name(s) Craig John Marshall Trustee Position (eg Secretary, Chair, etc) Date 04 July 2025
CHARITY COMMISSIO | Fok INGIAND AND IVALL FOUNDATION (BRITAIN) Receipts and payments accounts CC16a For the period from To 01-Oct-23 30-Sep-24 Section A Recel ts and ments Uiirestricted funds Restricted funds Endowment funds Total funds Lagt year lo the neare8t to the nearest £ lo the neare91 £ to the nearest £ to the nearest A1 Receipts Lettin Donati Dnalion Ca 14,763 4,845 14,763 6.345 12.964 1.500 Account Sub total (Gross income for AR) 21,108 12,964 19,608 1.500 A2 Asset and investment sales, (see table). Sub total Total receipts 19,608 1,500 21,108 12,964 A3 Payments Paymen¥S to suppliers 681,598 1,250 682,848 23.6TT Sub total 681,598 1,250 682.848 23,677 A4 Asset and investment purchases, (see table) Sub total Total payments 681,598 1,250 682,848 23,677 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 661,990 250 661,740 10.713 661,990 250 661.740 10,713 CCXX R1 accounts (SS) 1010712025
Sectlon B Statement of asset8 and Ilabllitle8 al the end of the perlod Unre9tricted fundg to n•bNfpAt £ Regtricted funds to nearest £ Endowment funds to nearest £ D IAII B1 Cash funds Barclays 2,489 Total cash funds 2,489 Unrestricted funds to noaresl £ 152,174 Restricted funds lo nearest £ Endowment funds 10 nearest £ Detalls DebtOf3 Fund to which asset belon unrestricted Cost (optional) 2,174,109 Current value tional B3 Investment assets Fixed Asscs Fund to which asset belongs Restricted funds Details Foiyberry Tower Cost (optional) Current value tional 2,206,762 B4 Assets retained for the charity's own use Fund to which relates 1015867 Amount due tional When due tional B5 Liabilities Creditors Signed by one or two trustees on behall of all ttie trustees ignature Print Name Date of approval CAAICI JOHN N1AASHALL LUKE ROBERT FORD 04Jul-25 04-JLII-25 CCXX A2 accounts (SS) 1010712025