CHARI COMMISSION FOR ENGLAND AND WALES Friends of thè HarY8rd Glub of the Uniied Kinqdom 1170228 Receipts and payments accounts CC16a Forthè period from 0110112023 3111212023 Section A Receipts and payments Unrestricted funds 10 Mor95t RÈstrictd funds Endowment funds t<+1 roaresi t Total funds Last yuar to1 nvaresl £ to noarut ¢ tolhD wro•t £ A1 Recel ts centenr3l Fund tknnbiityis kkfvard Phz¢ Book nationS Publrc Serwte thnalion$ 6.280 2.481 200 6,250 2.451 6,250 2.248 Outreach tkwtion$ 150 1sr 100 Sub totallGross income forAR) 9,0¥? 9.0$1 8.938 A2 Asset and Investrnent sales, see table . Sub total Totalreceipls 9,051 9,051 8,939 A3Pa ments Outreacn Expenses Public Serv@ Expens88 Harvard Pnze Book Exwsgs tknnaiion 914 415 1700 2.gBT Sub total 20.614 20,614 A4Asset and Investment purchases, l$•e tablo) Caz8nov• 20,000 10,OD¢ 20.DOD CCLA Sub tot81 30,000 30,000 Tolalpayments 50,614 50.614 8.402 Net ofrecelpts/(paymgnts) A5 Trallsters between fund$ A6 Cash f¥nds last year end Cash funds this y8ar end 41,362 41.562 537 111.766 111,766 70.2Q4 111,229 111,766 70,204 CCXX Rl accounls1SS1 1011012024
Section B Statement of assets and liabilities at the end of the period Unrestrlcted fund$ to nèarest £ R8$trlct8d funds Endowment funds to wrt t C+gories D8tails to reSt t B1 Cash funds Ctroperalive 8ank Account 70,204 Totalcash funds 70,204 Unr8Strt¢ted fund5 to nBares1 £ R8Strfcted funds Endowment funds lo rnarest £ Ddails lo rart t B2 Other monetary assets Details zenove Lyloro Sustalnatrlè Multi- A55•t Fund Ethiral InYostrDOTrt FL Ccst IW5(ml} Currènt valup loption&ll 20,953 B3 Imiostment a$s&t$ CCLA 10.3$4 F4tON¢h a$t rront val loptloDpI} Cost Irflicrnl} B4 Assets retained tor th8 charity's own use Fundts>whc Ilalillty r•l&t•s ourt hn¢ Details B5 Liabilities S*ned by one ortwo tmstsos on behaw of all th& Iru¥i8&$ Synalure Print Name Oale of approval JORDAN EVANS lo/ CCXX R2 a¢ttJunts ISSI 1011012024
Trustees. Annual Report for the period Period start dale 01 oi Pèriod end dale 31 2023 2023 From To Section A Reference and administration details Charity name Friends of the Harvard Club of the United Kingdom Other names Charity is known by Friends of HCUK Registered charity number lif any) 1170228 Charity's principal address ARDEN WANSTROW SOMERSET Postcode BA4 4SU Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office Ilf anyl Name of person lor body) entitled toa oint trustee ifan Caroline Coslin Trustee Jordan Evans TrUSteereaSUrer Martha Genieser Twst& Stuart Gordon Trustee Ali Khanbhai Trustee 01101123-01105123 Maria Sofia Kourti Trustee 02106123-31112123 Vicky Leung Fiona Lin Trusteelchairperson Trusteelsecretary Trustee Victoria Sanders 10 Daphne Siniscalco Yuko Thomas Trustee Trustee 12 13 Max Vvong Trustee 02106123-31112123 14 15 Names of the trustees for the charity, if any, {for example, any custodian trustees) Name Dates acted If not for whole ear Names and addresses of advisers (Optional information} TAR March 2012
e of advlser Name Address Name of chief executive or names of senior staff members {Optional information) Section B Structure, overnance and mana ement Description of the charity's trusts Conslitutior¢ Type of governing document How the charity is constituted Charitable Incorporated Organisation ICIOI Tnjstee selection methcxjs Appointed by oxlsting trustees Addltional governance issues (Optional information> You may choose to include additional information, where relevant, about- policies and procedures adopted for the induction and training of trustees., the charity's organisalional structure and any wider network with which the charity works., relationship with any related parties; trustees, Gonsideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities To advance education for the public benefit in particular but not exclusively by promoting higher edu¢ation for students in the UK who are Ix)nsidering attendlng universlly, includlng university In the United Stales. Summary ofthe objects of the charity set out in its governing document To further the educational and other charitable work of Harvard University Ilhal is charitable under English lawl. TAR Mar¢h 2012
All trustees have read the guidance on public benefit issued by the Charity Commission and have considered this guidance when exercising any powers or duties to which the guidance was relevant. During the seventh year of Friends of HCUK'S operations, we were able lo achieve our objectives through the following aclivilies.. Distributing the HaNard Prize Book to 195 UK second8ry schools for them to award to a student in the penulb.mate year Conducting sixteen school presentations lo broaden awareness of US University education Funding attendance to the Fulbright Commission's USA College Day Holding two 'study skills, workshops for students wanb'ng lo apply to US universities in the future Continuing lo fund the "Study in the USA" newsletter which reaches over 2,200 students, teachers & parents Subsidising a trip for eight high-performing UK students from low- income backgrounds to visit four US universities which were on their application shortlist. Organising volunteer activities lo feed the homeless Summary of the main activitiès undertaken for the public benefit in relatlon to these objects (include wlthln this section the statutory declaration that trustees have had regard to the guidance issued by thè Charity Commission on public benefit) Additional details of objectives and activities (Optional information) You may choose lo include further stalemenls, whe relevant, about- policy on grantmaking.. policy piogramme related investment-, contribution made by volunteers. TAR March 2012
Section D Achievements and performance The funds raised by Friends of HCUK in previous years continue lo allow il lo pursue its goal of promoting the option of a U.S.-based university education for students in the United Kingdom for al least the next 10 years. Summary of the main achievements of the charity during the year The key achievements of Friends of HCUK over the past year were as follows.. Marking the Il, consecutive year of the HCUK Outreach Programme, deliverin8 19 outreach events over the course of the vear Distributing the 124th issue of our "Study in the USA" newsletter, which has over 2,200 subscribers Expanding the Harvard Prize Book to a further 11 schools Subsidising a trip for eight high-perfomiing UK students from low- income backgrounds lo visit four US universities which were on their application shortlisl. TAR March 2012
Section E Financial review Friends of HCUK'S Centennial Fund was raised to fund the charity's operations for al least 10 years. As such, we have intentionally retained substsnlial reserves to allow us lo achieve this goal. Brief statement of the charity's policy on reserves Detalls of any funds materially in deficit Further finan¢ial review details (Optional information) You may choose lo include additional information, where relevant abDUt-. the charity's principa sources Of funds {including any fundraising)., how expenditure has supported the key objectives of the charity., investment policy and objective5 including any èthical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustee5' report above. Signed on behalf of the charty's trustees Signature{s} Full namels} Position leg S8cretsry, Chair, etc) JORDAN NS TREASURERJTRUSTEE Date IC) TAR March 2012