THE HASLEMERE PENNY HA'PENNY TRUST
Registered Charity Number 1169411
Illi
REPORT OF THE TRUSTEES
AND
RECEIPTS AIYD PAYMENTS ACCOUNTS
For the year ended 31 December 2025

THE HASLEMERE PENNY HA'PENNY TRUST
Report of the Trustees for the year ended 31 December 2025
Legal and Adminislrative Informalion
Trustees:
Mr Malcolm Carter (Chair)
Rev Rfftchard Bodle
Mr Jerome Davidson
Mr Simon Dear
Mr Jim Edwards
Mr Nigyel14aworth {appoint¢d 25 September 2025)
Mrs Carol Knighi (apwintrd 25 S¢piember 2025)
Mr Jim Mcmichael
Mr John O
Mrs Jacqus Robini
Mr Kevin Whiteley (Trwurer)
Registered addr￿.
clo The Town Hall High Streei Haslemere Surrey GU27 2HG
Date of Registration:
First registered on 26 September 2016 as a Charilable
Incorporated Organisaiion (CIO) under th¢ Chariiies Act 2011
Bankers:
Lloyds Bank plc PO Box l (M)0 Andover BX I I LT
Objectives
The Trust's objective in accordance with its constitution is to advance such purposes as are
charitable in law for the benefit of Ihe residenis of Haslemere and the sumunding area in
particular but not exclusively by the making of grants lo charilies and voluntary organisations.
For the purposes of this clause:
Charilies are organisations which are estsblished for exclusively charitable purposes in
accordance with the law of England and Wales.
Voluntary organisations are independent or8anisations. which are established for
purposes that add value to the community as a whole, or a si8nificant section of the
community, and thal are not perniiiied by their conslitulion lo make a profit for private
distribution. Voluntary organisations do nol include local government or other
statutory authorilies.
Structure, Governance and Management
The Trust was created as a new charity and regislered on 26 September 2016. It was formed
by Haslemere Council in order lo further charitable funding for voluntary organisations
in and around Haslemere.
The trustees meet at least quarterly to review grant applications and io ensure that the
governance of the charity meets required slandards. Town Councillors are invited to become
trustees as well as interested local residents.

THE HASLEMERE PENNY HA'PENNY TRUST
Report of the Trustees for the year ended 31 Deeember 2025
Structure. Governanee and Management (continued)
The Trust does not have any employees. The trustees have all received a copy of the Charity
Commission's document 'the essential truslee: whai you need to know, what you need to do.
(CC3) and have signed a Code of Conduci for trusl¢es.
Policy reviews are carried out annually, with existing polici¢s u￿la￿d &s requtred and new
ones developed where necessary.
Finaneixl Review
The Trust r¢¢¢iv¢s donalions, grants and bequests and seeks to redistribule these to voluntary
organisations in the Haslemere area. During 2025 (the charity's ninth year of operations), the
trustees agreed to support a wide rdnge of local endeavours and good causes.
The Receipts and Payments Accounts (see pages 6-7> show the origin of receipts and
donations. and also to whom granls were made during the year.
A balance of £15.844.27 was available at 31 December 2025 for distribution. This included a
"restricted fund" of £3.462.17 (held on behaifof the Wellness and Fitness Foundation - see
"Summary of Activities and Chairn)an s Rep)rt- below). so the nei balance available lo
support future gyrant applications was £12.382.1 O. The trustees do not consider that a reserves
policy is rwuir¢d.
Publlc Ben¢fit Statement
In a¢Lordanc¢ with th¢ obj¢clives slaled aEK)ve. Ihe trustees have ensured thai the Trust has
fully complied with ils conslilution.
They have also treated every applicant fairly and equally and ensured that no unjustified
requiremeni or condiiion is imposed which could disadvantage applicants purely on any of the
protected characlerislics defined by the Equality Aci 2010 (i.e. age. disability- giender
reassignment. marriage and civil partnership: pregnancy and maternity; race: religion or
b¢li¢f; s¢x/g¢nder or s¢xual ori¢nlation).
Summary of Activities
We have often questioned the necessity for our role locally when there seems to be so much
support for charity works in and around Haslemere. However, each lime we do ihis another
need springs up where we can help.
Green & Blue Studios is one such example. They provide wellness and fitness sessions for
cancer palients and their caregivers and it has b¢¢n our pl¢&sur¢ to help th¢m lo find their feet
by hosting their finances.
It has been greal to support the Haslemere Youth Hub again as their ￿'ork young
teenagiers has taken another turn with thos¢ who have chosen to be educated at home. The
Hub provides a place where they can ￿la1]Se, a very necessary need for these young people.

THE HASLEMERE PENNY HA'PE]¥NY TRUST
Report of the Trustees for the year ended 31 December 2025
Summary of Activities (conlinued)
Th¢ largest needs in Haslemere are frequenily to k found in the state schools. for projects
which are often "ex curriculum" and so sadly do nol get funding from central government.
During the year we provided grdnts totslling £6.150 for Graysholl. Grayswood and St.
Bartholomew's Primary Schools. Shoiterniill Infants Sch(K)l and W(x)Imer Hill School (part
of the Weydon Multi Academy Tnist).
On the incom¢ front we had one our best years wtth grants and donations amounting to
£18,71 l. This is great to witness &s Ihe fostering of charitsble funding for local voluntary
gTroups was the key aim of the charity when it W&8 set up in 2016.
Haslemere is a very generous town, as many organisaiions will agree. however the right
"vehicles" are needed and we are proud io have agreed £l1.498 in grants in 2025.
Trustee Changes
We are always grateful to our trustees who gtve their ttme freely and were also pleased to
welcome Ni¥el Howarth and Carol Knight, who joined us in September 2025.
Trustees are appoinl¢d for thre¢-year temis and the Current period of office for Iwo of them
(Jacqui Robini and Kevin Whiteley} expired in 2025.
Jacqui agreed to stand for a further three years and was duly ￿-eleCted at the Iruslees,
meeting held on 2 April. Kevin advised the same meeting thai he did not wish to seek re-
election. but agreed to stay on pending the app)intment of a new Tr￿Ure[.
Kevin has introduced a very sound financial and management structure. for which we are all
very grateful. He has also been diligeni in ensuring that our new Treasurer (Carol Knight) RS
well placed to thke up her new role from January 2026.
Two other Trustees will be standing down in January 2026 after 9 years. service. namely
Richard Bodle and Malcolm Carter. Richard will remain a-friend" of the charity and
Malcolm will continue lo assist in a secretarial role.
Malcolm's successor &$ the Chair of the Trustees is Jerome Davidson. who has been a Trustee
since 2023. We are grateful to him laking on this Tole.
Awareness and Promotion
The Trust's web site (htt :Iltheh ht.or
.uk) has been very helpful in publicizing our work
and most grant applications nov¢ come through this route.
In addition, the Trusl seeks to raise awareness of Haslemere's very own chariiy by
participating in local events (such as the bi-annual Charter Fair and the town's annual
Chrisimas Market) and by posting updates on its activities via Facebook

THE HASLEMERE PENNY HA'PENNY TRUST
Report of the Trustees for the year ended 31 December 2025
Agreed at a meeting of trustees held on..
02k.....and signed by two trnstees:
Mr Jerome Davidson (Chair)
.sigDed..
18. k.2&
.date
(Trustee)
.signed..................................
..date

THE HASLEMERE PENNY HA'PENNY TRUST
Ree¢ipts and Payments Accounts for the year ended 31 December 2025
RECEIPTS
Unrestri¢ted
Funds
Restricted
Funds
Total
2025
Total
2024
Charter Fair
Christmas Market
HMRC Gift Aid 2024125
Legacies
Personal donations
PriN'ate Trusts
Total re¢eip¢s
48
289
196
408
196
408
1.000
6.107
11,000
18,711
6.107
1.600
1.000
2.937
9,000
9,OIKI
9,711
PAYMENTS
Grants made:_
Expenses;.
AdvLrtising & Promotion
Charity insuranc¢ policy
Chrisimas M￿k¢[ - donalion to
Ha%lemere Ma
or's Charit
Christmas Market - expenses
Trust Advice membership
Website (hosling/mainlenance)
5,9()0
5,538
11,498
4.750
118
274
33
118
274
33
161
266
143
129
144
417
1,115
7,075
129
72
144
417
787
Totil Pydyments
5J38
12,613
Surplus (or deficit) for the yeydr
Transfers beiween funds
Total funds brought forward
2,636
3.462
6,098
(2,600)
9.746
9,746
Cash funds at 31 December 2025
12J82
3,462
15,844
9,746
STATEMENT OF ASSETS AND LIABILITIES AT 31 DECEMBER 2025
Cash #t bank
Lloyds Bank current account
12J82
3,462
15,844
9,746
Cash funds at 31 December 2025
12J82
3,462
15,844
9,746
Signed as
Signature
pproved by
o trustees on behalf of all the trustees
Name
Date
,J.
Signat
Name
Date

THE HASLEMERE PENNY HA'PENNY TRUST
Receipts and Payments Aecounts for the year ended 31 Deeember 2025
GRANTS MADE
Unrestricted Restricted
Funds
Funds
Total
2025
Total
2024
3 Counties Vineyard Church
A Place to Be Youth Group
Beacon Hill Primary Schi)ol
Churt C of E Infanls School
Grayshott C of E Primary School
Grayshott Cricket Club
Grayswi)od Primary School
Green & Blue Studios (Wellness &
Filness Support)
Haslemere Youth Hub
Haslewey Community Centre
Si. Bartholomew's Primary School
Si. stephen's Church Shottennill
Shotterniill Infants School
Shottermill Junior Sch(K)I
Weydon Multi Academy Tn
410
410
650
1,500
250
1,650
1,650
300
1.000
3,538
3,538
1.250
150
1,250
150
1,000
500
300
500
5(X)
250
1.000
4,750
2.000
5,538
2.000
11,498
5.960
MOVEMENT OF FUL¥DS
31.12.24
Income
P4yments 31.12,25
Reslricted Funds
Green & Blue Studios (Wellness &
Fitness Support)
Weydon Multi Academy Trust
General Fund
3.538
3,462
2.(K)O
9,711
18,711
2.000
7,075 _"r. 12,382
12,613
15,844
9.746
9,746

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
OF THE HASLEMERE PENNY HA'PENNY TRUST
I report to the trnstees of the Haslemere Penny Ha'penny Trust on my examination of the
Receipts and Payments accouni for the year ended 31 December 2025.
Responsibilities and Basis of Report
As the charity trustees of the Trusl, you are responsible for the preparation of the accounts in
accordance with ihe requirements of the Charities Act 2011 {'Ihe Acl,).
I report in respect of my examination of the Trusi's accounis carried out under section 145 of
the 2011 Act and in canying out my ¢xaminalion I have followed all of the applicable
Direclions given by the Charity Commission under section 145{5)(b) of the Act.
Independent Examiner's Stgtement
I have completed my examination. I confimi that no material mailers hav¢ come to my
atlention in connection with the examination giving me cause to beli¢v¢ that in any material
respect:
accounling records were not kept in respect of the Trust as required by section 130 of
the Act: or
2. the accounts do not accord with those records.
I have no concerns and have come across no other n￿llerS in conneciion with the examination
to which altention should be drawn in this report in order to enable a proper understhnding of
the accounts to be reached.
Signed-
Name: Noel Fairbairn
Address: 26 Weysprings Haslemere Surrey GU27 1 DE
Date: