CHARITY COMMISSION FOR ENGLAND AND WALES Friends of the Harvard Club ofthe United Kinqdom 1170228 Receipts and payments accounts For the period 0110112024 CC16a from 3111212024 Section A Receipts and payments Unrestricted funds to ￿arest Restricted funds Endowment funds to tl* nÈarest £ Total funds Last year A1 Recei ts to tt* nearest £ to nearest £ to thB r*aresl £ Centennial Fund tk>nations ard Pnze 8ook Oonations Public Servi¢e Dooalions Gift Aid Ouireach fk)natK)ns 12.500 12,500 6.250 2,451 200 600 600 400 40 150 Sub total(Gmss income forAR) A2 Ass9t and investment sales. see table 16.084 16,084 9,051 Sub total Totalreceipts 16,084 16.084 9,051 A3Pa ments Outreach Expenses Public Servite Expenses H3rvarcf Prize Book Expenses th)nalion 9,988 514 3.237 9,988 514 3.237 16,914 3,700 Sub total 13,739 13,739 20,614 A4 Asset and investment purchases. (see table) Cazenove CCLA Newton 10,000 20.000 20,000 10.000 10,000 20.000 30,000 Sub total 30,000 30.000 Totalpayments 43,739 43.739 50,6q4 Net of receipts/{payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 27,655 27,655 41,562 7Q,204 70,204 42,549 42,549 111,766 70,204 CCXX R1 accounts ISSI 2811012025 Section B Statement of assets and liabilities at the end of the period Categories Unrestricted funds to ￿arest £ Details Restricted funds Endowment funds to n8are5t £ 81 Cash funds c￿operatIve Bank Accoktnl to nearest £ 42.549 Total cash funds 42,549 Unrestricted funds Restricted funds Endowment funds B2 Other monetary assets Details to t*arest £ to nEarest £ to nÈarest £ De1211s Cazenove Furmt to which a$5et tr*lcrf Su5tain3t4e Asset Fund Ethtcal Investment FUTr Gr(p*rth arKI I￿OM FLWKI f(* Charlties Current value loptionall 23.600 B3 Investment assets C05t I{¥rtic￿lI 21.557 on 20,871 Detoils to whlch asset tr*lon95 Currerrt val loFAionall 84 Assets retsined for the charity's own use F￿1 to wlich liatrflity rèlates lthen d (Wianal) BS Liabilities Det2ils IoF*iorMII Signed by one or two trustees on behalf of all thé trustees S￿natUre Print Name Date of approval JORDAN EVANS CCXX R2 accounts ISSI 2811012025 Trustees. Annual Report for the period Period start date 01 01 Period end date 31 12 2024 2024 From 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 (if any) 1170228 Charity's principal address ARDEN WANSTROW SOMERSET Postcode BA4 4SU Names of the charity trustees who manage the charity Trustee name Office {if any) Dates acted if not for whole year Trustee Trustee Trustee￿reaSUrer Trustee Kate Cooper Caroline Costin Jordan Evans Martha Genieser Stuart Gordon Maria Sofia Kourti Vicky Leung Fiona Lin Victoria Sanders Daphne Siniscalco Yuko Thomas Max Wong Name of person lor body) entitled toap oint trustee if any 1310512024-3111212024 Trustee Trustee Trusteelchairperson Trustee/Secretary Trustee Trusteelsecretary Trustee Trustee 0110112024-1610912024 10 12 13 14 15 Names of the trustees for the charlty. 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 adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure, Description of the charity's trusts Type of governing document Constitution overnance and mana ement 110., How the charity is constituted Charitable Incorporated Organisation (CIO) Lis Trustee selection methods Appointed by existing trustees Additional 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 organisational structure and any wider network with which the charity relationship with any related parties., trustees, consideration of major risks and the system and procedures to manage them. Section C Ob ectives and activities To advan￿ education for the public benefit in particular but not exclusively by promoting higher education for students in the UK who are considering attending university. including university in the United States. To further the educational and other charitsble work of Harvard University (that is charitable under English law). Summary of the objects of the charity set out in its goveming document TAR March 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 eighth year of Friends of HCUK'S operations. we were able to achieve our objectives through the following activities- Distributing the Harvard Prize Book to 200 UK secondary schools for them to award to a student in the penultimate year Conducting 28 school presentations to broaden awareness of US University education Funding attendance to the Fulbright Commission's USA College Day Continuing to fund the "Study in the USA" newsletter which reaches over 2,000 students, teachers & parents Organising volunteers to support a charity in London to serve food to the homeless Organising a Virtual Charity Hackathon by bringing together a number of Harvard Alumni to support a charity they were struggling with. The charity. 'Their Voice" is dedicated to supporting families and individuals who have faced the horrors of modern slavery and human trafficking Organising the Winter Supply Drive to raise over £16,000-worth of supplies for unhoused guests at the Harvard Square Homeless Shelter. Donations included warm clothing. blankets. hygiene products. and other winter essentials Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Additional details of objectives and activities (Optional information) You may choose to include further statements. where relevant, about.. policy on grantmaking., policy programme related investtnent,. contribution made by volunteers. TAR March 2012 Section D Achievements and performance Summary of the main achievements of the charity during the year The funds raised by Friends of HCUK in previous years continue to allow it to pursue its goal of promoting the option of a U.S.-based university education for students in the United Kingdom for at least the next 10 years. The key achievements of Friends of HCUK over the past year were as follows: th Marking the 12 consecutive year of the HCUK Outreach Programme, delivering 30 outreach events over the course of the year Distributing the 136th issue of our "Study in the USA" newsletter, which has over 2,000 subscribers Expanding the Harvard Prize Book to a further 5 schools Breaking the record for the number of visitors to the Harvard College stand at the USA College Day - 652 visitors over two days Raising over £16.000-worth of supplies for the Harvard Square Homeless Shelter TAR March 2012 Section E Financial review Brief statement of the charity's policy on reserves Friends of HCUK'S Centennial Fund was raised to fund the charity's operations for at least 10 years. As such, we have intentionally retained substantial reseNes to allow us to achieve this goal. Details of any funds materially in deficit Further financial review details (Optional information) You may choose to include additional information, where relevant about: the charity's principal sources of funds (including any fundraising)- how expenditLJre has supported the key objectives of the charity., investment policy and objectives including any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature{s) Full name(s) Position {eg Secretary, Chair, etc) Date JORDAN E TREASURERrrRUSTEE TAR March 2012