MURRAY FAMILY FOUNDATION CHARITY COMMISSION REGISTERED NO. 1184997 STATEMENT OF ACCOUNTS for the year anded 31 August 2024 URRAY FAMILY FOUNDATION Charity Inforniation Charity number: 1184997 Registered Office Panthera Private Office LLP Ademary House 10-15 Queen Strfjet London EC4N 1TX Telephone". 02038619990 Email.. simon.russ811@panth8ra.co.uk Trust James Murray Natasha Murray Simon James Russell Chair Bank•r8 Metro Bank One Southampton Row London WC18 SHA Indepgndènt Ex•mln•f K.J. Maggs B.A, F.C.A. Hcekman Way Spalding PE113HE Page 1 MURRAY FAMILY FOUNDATION Annual R6port for the year ended 31 August 2024 The Murray Famity Foundation vras formed by ￿nS*'bj￿0n dabj 21 January 2019 and was regi$18red in England and Wales as a Charilable Incorporated Organisation on the 21 August 2019 with cha17ty registered number 1184997. The objects of the charity are to relieve th8 needs of persons sufferÉng from mental health conditions, in particular by providing grants to organisations andlor chariti'e$ working to felieve the needs of such people. and funding research into the prevention. causes. treatm￿1 and ￿re of mental health condlts"ons. The chanty uses funds to support the promotion of public educab'on and fesearch into mentsl health problems. It offers to support the rel￿1 of persons suffering from mental health, preseNe and protect th8 mental health of persons and ￿11&ye FX)vety among familts of persons suffering from mentsl health problems. Trustea8 The truste88 are also the MeMt￿ and seNed the Gharity duAng the period are detsiled on Pago 1. New Irustees are appointed ty tho current truslees from people over 16 vtho have shown a keen intsr•st in the work of Ihe tharity and have a￿'IrtieS requir8d on the goveming body. The board shall consist of at least three trustees and at least one of the trustees must be 18 years of age or over. When they aTr inducted the trustees are presented wAth a current copy of th& constltution and lalesl annual report and financial statements. Tru8te88 rg8pon8lbllltl The Twstees are required to prepare fflnancial statements for each financial period which give a true and fair view of the state of affairs of the Charity and of its ino)me and expenditure for that period. In pr&paring those financial ststements. the Trusts8s are requlrgj to.. • Select sultsble aco)untlng polws and then appty them consbstenty, make judgemènts and ests'mate8 that are reasonable and wudent State whether applicable a¢¢ounts'ng standards and statements of recommended practiGe have been ft)Ilowed. subject to 8ny departures disdosed and explain•d in the financial ststements.. and prepare the financial slatements on the gtyThJ concem basis unless rt is inappropriate to presume that the charity will ¢onlinue in operatson. The trustÈ•$ are r•sp)n#ib￿ for kwping accountsng ro¢¢rdo which diodo8e wilh reajoneble accur•Gy the financial posibon of the chanty and Ythich enabb them to ensure Ihal the financial statements comply wllh the char￿eS Act 2011. Publlc ben• The trustees consider that the objectives and actpiibes of the charity are in accordance wth the Charity Commissions, general guidance on public benefiL The details of public benefft are covered wthin other areas of this report espeaalty under the heading of'Achievements. performance and developments,. The foundation makes grants to chariti'es, or other organisath)ns working to advan￿ Charitable purposes, whi¢h gives benefft to eVery￿e regardths of age. abilty, creed or ethnic origin. Flnan¢ial revlew The resutts for the chanty for th8 fina￿la1 year are detaifed on wes 6 to At the period end the chanty had received fvnds which h*J yet to be distrtbuted. There a￿ worthwhlle Ca￿ which the trustees are considering worthy of $UPF￿rt and meets'ng the chanty objects. Page 2 PAURRAY FAMILY FOUNDATION Annual Report (contlnued) for the year ended 31 August 2024 Achlgvements pgrformancg and devolopmonts The foundation has generated in￿rne and awarded grants under its formal Grant making policy as shown wrthin the financial statements. The charty has teen able to offer supp)rt the following main ¢harities. Charfle Wallor Mernorlal Trust- is a UK registered chanty wh￿h gives free mental health training to schools; reaching thousands of pupils. te￿erS and parents.11 provides training to universities, workplaces, GPS and nurses. encouraging those who may be too depressed lo seek help and raises awareness of depressDn and other mental health issues, particulaty among young people, helping them take care of their emotional wdlbeing and fpJhtsng the assocrated sbgma. Hampihlrn M•dlcal Fund - is a UK registered Charity, buys cutting-edge medical equipment for Basingstoke, Winchester and Andover hospitals to assist them vrith the ever In¢￿asIng burden of funding requirements on the NHS. The charitys work is increasingty necessary to help enable the Hampshire Hospitals to provide the best possible care for pakn'ents and putb'ng our Hampshire NHS Trust at the forefront of clinical exCel￿nCe. By supptying pioneering equlpment to our hosprtal$. the Hafflpshire Medical Fund is aids the Hampshire NHS Trust in being able to attr￿t and retain the b8St consuttants. junior dc¢tor8, nurses and therapists to care for the communty of Hampshire. I Can and l Am's MIS￿on is to ignlte sell-belief and selfJ into er￿rgy. People living with type 1 diabetes must take insulin by iniection or insulin pump to survwe. Living wth T1 D Tequires extra work, but with tr￿ nghl support and informatlon. you or your bved one can lead a fvll and hgalthy life. York8hlrn Alr Ambulanco is a charity registered in England and Wales, number 1084305 provid8, deliver and develop with inlegrty. transparency and pride, statewof-the-art 8m8rgency response air ambulances for the protection of human life across Yorkshire and its environs. Yorkshire Air Ambulance hel￿0p￿r$ fy seven days a week. 365 days a year. One hel￿pIer flie$ with a crew consisting of a hbjhly expenenced Piloc a quaIff￿1 Technical Crew Momb•r ITCMI, a Consultant Doctor with exp8rience in A&E with a SFecialism in AnaestheS￿l￿y, and Specialist Crrtical Care pararned￿s. The other hdicopter fil￿ wth a high￿ eXWr￿nCed Pibt. a qualffied TCM and tsvo Specialist Cntical Care Paramedics. Together. they form a highty $kiled team that r88ponds to those in urgent need or emergency car&, starting their speckalised treatment at the scene of an incKlenl before th8y ar8 transported lo an appropriate maJ¢y Ir8uma c8ntre or another hospital for further medical care. Although the aforementioned charib'es are not aws directy associated mental health and wellbeing the impact that those ¢hanties have on the public d08s help ihose such problems and alleviates others atso. R•••rv•8 pollel The trustees do not currentty have a reserves poliw but fvnding is sought and may build over a short peri¢) while the trustees consider applubons for grants. Shoukl a Worthwhi￿ cause arise which requires more funds than are currently available then grants wll erther be m•Je in instslments or fttnds hel¢J until they are $uffi¢ient to meet the requirements. Any funds held by Ihe ¢hanty are rotsined in bank ac￿Unts with the provlders shNn on the charty infomiation p￿e. These lunds are cons*Jered to be held in ri8k accounts. Rl•k a88e88ment The trustees have considered the major rfsks to whl¢h the charity is exposed and consider that those risks have currently been negligible. When the ¢harrty makes investments then it wll need to re-address those risks and ensur& that suitable mixes ￿e used to mitigate ris The Iiustees do have a grant making polw which Inc￿r￿rates ensursng Ihat the instr"tutions lo which grants are made are suitable and charitable in their activit*s. The trustees have a policy to avoid direct Individual contact wth any vulnerable persons. For and on behalf of the trust￿$.. James Murray P&¥4 Independent Examlnerfs Report to the Trustsos of MURRAY FAMILY FOUNDATION I ￿pOrt to the charlty on my examination ofthe acc#)unts ofthe tharity for the year ended 31 August 2024 which are set out on pages 6 10 8. Responslbllltles and bas18 of report As the ¢harity trustees you are responsible for the prepar8bon of the accounts in accordarKe with the requirements of the Chanties Act 2011 {'the Arti. I r8POrt in respect ol my examination of the chaws acctiunts e>med out under section 145 of the Act and in carrying out my examin8tion I have folknwed all the apFlicab18 Directions given by th& Charity Commission under sethon 14515)Ibl of the ACL Indopondont oxamlnorf8 stalemont I have completed my examinal*Jn. I confim Ihat no matenal matters have come lo my attention in conn8¢tlon with the examination giving me cause lo believe that in any material resFett 1. accounting records were not kept In respect of the charity a$ required by section 130 of th8 Act., or 2. th& accounts do not accord those records, or I have no concerns and have come ￿rosS no other matters in connection with the examlnatlon to which attention should be drawn In this report in ordw to enable a prO￿r understanding of the accounts to be rea¢h8d. KJ.M Chartered Spalding Dal8'. Page 5 hlURRAY FAMILY FOUNDATION Stat•ment of Flnancial Activity for the year ended 31 August 2024 2024 2023 In¢omlng vesouvc Donations ￿1Ved Gift Aid 30.000 7,500 Total incomlng rosoU￿•S 37,500 Re•ourc•8 OXPond•d Grants madg Chadie Walker Memorial Trust Hampshire Medical Fund ICanandlAm Nepal YoLrth Foundation Blue Dragon Children's Foundab'on UK Breakthrough T1 D Yorkshire M'r Ambulance Can¢er R8seaTch UK Great Ormond Street Hoswtsl Children's Chafity Proslate Cancer Uk The Brain Tumour Ch8rty UK lo Ukraine Appeal Other small grants 5,000 5,0¢)0 5.O¢XI 3,000 1,000 500 500 500 500 500 500 500 1.050 1,200 19,5 7.700 Support Costs Bank charges Independent examiners fees Profe88ional Fees 360 695 1,465 715 1,535 2,610 2.520 Tolal re•ourc08 expendod 22.160 10,220 Net In¢ome {22,1601 27,280 Cash funds brought fonvard 70.680 43,400 Cash funds carried forward 48,520 70,680 All acb'vrties undertaken ￿lated to unrestrthj fvnds. The rK*e8 ￿ page 8 fonn a part of thgse ac(￿UntS Page 6 URRAY FAMILY FOUNDATION ststemant of Net Assets at 31 August 2024 2024 2023 Cash dopo$Its Cash at bank 48,520 70,680 Monetary a886ts 48,520 70.680 Credltors Professional fees Independent examinerfs fee Mon•tary Ilabllhl•8 1,628 735 1,535 715 2,363 2,250 Total n•t au•ts 46.157 68,430 These 8c¢ounts were approved by the board on , Jam95 Murray 8.J. Ru8•011 Page 7 MURRAY FAMILY FOUNDATION Notes to tha Accounts for the year ended 31 August 2024 1 Accountlng poll¢l•8 The financBI statements have been prepar&J in accordan￿ with the exempth)ns applicable under the statement of Recommended Practice on Accounting by Charities and the Charities Act 2011. The statements of financial actiwb.es has been prepared on a receipts and payments basis. The statement of Not Assets shows the assets o* Ihe chanty and any amounts due lo or owed by the charity. The slalement will not include any provisions for Irabll￿.eS and chargeg. The trustees are of the opinion that should any ￿9n￿¢ant matters occur prior to the year end, they wll be disclosed wthin th8 notes of the accounts. 2. Truitoes romunorntlon, ?xpgnse8 and control There have been no remunerats'on or expenses paid to any of the trustees during the Current or prior y8ar. The charity decisions are made by the trustees as a bcKly and are detaI￿d on page 1 of this reporL No one trLtstee or group of trustee8 has a dominant control. 3. Rolated party transactlon• All donations have b8en received from parties ￿nnected to tha truste86. There have been no 0th8r relabj paty transactions during the current or prior year. Page 8