## **THE GREENWOOD CHARITABLE FOUNDATION CIO** **Registered Charity Number: 1171382** **ANNUAL ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024** ## **THE GREENWOOD CHARITABLE FOUNDATION CIO** ## **CONTENTS** |**Contents**|**Page**| |---|---| |Trustees's Report|1-7| |Independent Examiner's Report|8| |Receipts and payments accounts|9-10| CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 01 Jan 2024 to 31 Dec 2024 Charity name: The Greenwood Charitable Foundation CIO Charity registration number: 1171382 Objectives and Activities SORP ￿ference Summary of the purposes of the charity as set out in its governing document Para 1.17 To advance charitable purposes for the benefit of the public as the trustees see fit throughout the year through the administration of grants to selected charities. The grants provided to the University of Southampton fund research that benefits the general public and The Chichester Theatre Festival a smaller charity to support the promotion, cultivation and improvement of public tsste in various arts. The grants given were chosen with consideration from the Charity Commission guidance relating to public benefiL Summary ofthe main activities in relation to those purposes for the public benefit, in particular, the activities, projects or ServI￿S identified in the accounts. Para 1.17and 1.19 Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 Additional infonnation (optional) You ma choose to include further statements where relevant about.. SORP ￿ference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers other Achievements and Performance SORP reference The small charity has unfortunately been battling with serious health issues of the trustees meaning new application for small charities were not able to be considered however grants were still issued to Southampton University and Chichester Theatre Festival. Summary ofthe main achievements of the charity, identifying the difference the charity's work has made to the circUmstan￿S of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Additional infonnation (optional) You ma choose to include further statements where relevant about.. Achievements against objectives set Para 1.41 Performan￿ of fundraising activities against objectives set Para 1.41 Investment performan against objectives Para 1.41 Other Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Para 1.21 There were £4498.46 unrestricted reserves held in the bank at the year end Para 1.22 Para 1.22 Para 1.22 Para 1.24 Para 1.23 Additional infonnation (optional) You ma choose to include further statements where relevant about.. The charity s principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Other Structure, Governance and Management Description of charity's trusts: Type of governing document Para 1.25 st Constitution adopted 31 January 2017 How is the charity constituted? ie q rporated aosociation nl J Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 cio Para 1.25 Trustees are reappointed annually Additional infonnation (optional) You ma choose to include further statements where relevant about.. Policies and prO￿dureS 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 detsils Charit name Other name the charit uses istered charit number Charity's principal address The Greenwood Charitable Foundation CIO 1171382 Nuptown Orchard Nuptown Warfield Bracknell RG42 6HU Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office lif any) Name of person lor body) entitled toa oint trustee ifan Uri Grunewald Nicholas Ward Richard Ward Angela Vivienne Grunewald 10 12 13 14 15 16 17 18 19 20 Co orate trustees - names of the directors at the date the re Director name ortwasa roved Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole ear Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additional infonnation (optional) Names and addresses of advisers (Optional infonnation) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) Exemptions from disclosure Reason for non4isclosure of ke ersonnel details Other o tional information DeGlarattons 5￿Tr￿d ort o* thè chawity'¥ SègnaknE(s} FUB nathE(¥). Uri G￿nEl￿d Position (eg SecrÈ&ry. Chait Chair, ttc> 2311 or2025 ## **THE GREENWOOD CHARITABLE FOUNDATION CIO** ## **INDEPENDENT EXAMINER’S REPORT** ## **FOR THE YEAR ENDED 31 DECEMBER 2024** ## **Independent examiner's report to the Trustees of The Greenwood Charitable Foundation CIO** I report to the trustees on my examination of the accounts of The Greenwood Charitable Foundation CIO for the year ended 31 December 2024. ## **Responsibilities and basis of report** As the charity trustees of The Greenwood Charitable Foundation CIO, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011(‘the Act’). I report in respect of my examination of the Trustee’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act. ## **Independent examiner’s statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: (1) accounting records were not kept in respect of the Foundation 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 matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. ….............................. Siobhan Glenister, FCA David Howard Chartered Accountants 1 Park Road Hampton Wick Kingston upon Thames Surrey KT1 4AS 23-10-2025 Date: _____________ 8 **----- Start of picture text -----**
|||||||||| |---|---|---|---|---|---|---|---|---| |THE GREENWOOD CHARITABLE|1171382| |FOUNDATION CIO| |CC16a| |Receipts and payments accounts| |For the period|01-Jan-24|31-Dec-24| |To| |from| |————|Section A Receipts and payments| |Unrestricted|Restricted|Endowment| |Total funds|Last year| |funds|funds|funds| |to the nearest £|to the nearest £|to the nearest £|to the nearest £|to the nearest £| |A1 Receipts| |Voluntary income|51,000|-|-|51,000|15,000| |Investment income|17|-|-|17|13| |Gift Aid receipts|19,336|-|-|19,336|-| |Others|-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |70,353|-|-|70,353|15,013| |SS|Sub total|(Gross income for AR)|==| |A2 Asset and investment sales,| |(see table).| |Receipts from sales of| |investments|-|-|-|-|-| |-|-|-|-|-| |Sub total|-|-|-|-|-| |—=====|Total receipts|70,353|-|-|70,353|15,013| |A3 Payments| |Charitable grants|72,000|-|-|72,000|20,353| |Accountants' fees|-|-|-|-| |Sundry expenses|-|-|-|-|-| |Investment management fees|-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |Sub total|[ 72,000 ]|-|-|72,000|20,353| |=—===>=>| |A4 Asset and investment| |purchases, (see table)| |-|-|-|-| |Payments for purchases of investments| |-|-|-|-| |Sub total|[ - ]|-|-|-|-| |—SSS|Total payments|72,000|-|-|SE|72,000|20,353| |Net of receipts/(payments)|- 1,647|-|- - 1,647|- 5,340| |A5 Transfers between funds|-|- -|-|-| |A6 Cash funds last year end|6,146|- -|6,146|11,486| |Cash funds this year end|=|4,499|==|-|=|- 4,499|=|6,146| **----- End of picture text -----**
9 Sect%iD B Statement of￿￿9￿ 3D41 liabllltles at the end of th9 period 1jnre4r1r￿d rD E FvntE fD B5 Lrabi14'11e 23-10-2025