CHARITY COMMISSION
FOR ENGLAND AND WALES
Trustees, Annual Report for the period
From 6th April 2024
To
5th April 2025
Charlty name: THE RODDY SEGRAVE CHARITABLE FOUNDATION
Charity regfjstration number: 1188403
Objectives and Activities
SORP feference
Surnmary of the purposes of
the chariiy as set out in its
governing document
P8ra1.17
To advance such charitable purposes
{according to the law of England and
Wales) as the trustees see fit from time to
time and in particular by providing grants.
Surnmary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities. projects or
services identified in the
accounts.
Para 1.17 and
1.19
During the reporting period there was the
first substantial transfer of cash from the
estate of Roderick Segrave. This legacy
provided the charity with significanl cash
funds. Whilst not covered during this
period, this in lurn allowed those funds to
be invested with the intention of generating
income relums. thus allowing the Trustees
to seek to make their first grants during the
subsequent 12 month period.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
1.18
The Trustees ¢onfirm that they are aware
of the Charity Commission guidance on
public benefit and referred to the guidance
in planning for the future and setting the
grant-making policy.
Additional Informalion (optional)
You ma
choose to include further statements where relevant about=
SORP reference
The charity will make grants in accordance
with its grant-making policy which has been

Policy on grant making
Para 1.38
established to achi8V8 the charity's objects
for the public benèfit.
Cruclally, any organisation or charity to
which a grant is to b8 made will be required
to show:
1) financial transparency and
accountability;
2) a track record of charitable efforts:
3) commitment to utilise a grant to its
fullest and in line with its charitable
purposes.
4) strong leadership and good
governance., and
5) efforts to benefit the general public.
nla
Para 1.38
Policy on social investment
including program related
investment
nla
Para 1.38
Contribution made by
volunteers
nla
Other
Achlevements and Performance
SORP referer￿e

Unfortunately, due lo the unforeseen
financial impact of Mr Segrave's death and
the complexities arising from the ongoing
administration of his estate the transfer of
funds left to the charty has been heavily
delayed.
Summary of the main
achievements of the charity,
identifying the difference the
charity's work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Parn 1.20
Within the next financial year, the Trustees
anlicipale that the investment of the legacy
now received from Mr Segrave's estate will
allow them to begin making grants to
organisations who advance a variety of
charitable causes including, but not limited
lo, protection and preservation of thè
environment, the relief of those in need.
specifically children and the blind, and
maintaining places and buildings of
hislorical interest or natural beauty.
In the upcoming year the charity hopes to
provide a benefit to society as a whole via
its support of a vaiiety of charitable causes.
It is intended that charitable organisations
who are operating on limited budgets will
be the primary beneficiaries of the grants to
ensure that the benefrt enjoyed by the
general public will be maximised and that
causes that might otherwise receive little
support are able to continue and advance.
All grants will be made in line with the
charily's grant-making policy.
Additional infonnation (optional)
You ma
choose to include further statements where relevant about..
NIA
Achievements against
objectives set
P8ra 1.41
NIA
Performance of fundraising
activities against objectives
set
Para 1.41

Investment performance
against objectives
Pao 1.41
Other
Financial Review
Review of the charity's
financial position al the end
of the period
Para 1.21
The consolidated income of the charity in
this period amounted to £171,837.
The expenditure of the charity during this
period amounted to £10,381.
The Charity's principal source of income
during Ihe period is income from dividends
and interest (£1,547) and also the payment
of a legacy due to it from the estate of
Roderick Segrave. This income is in line
with the trustees, èxpectations for this
period.
At the end of the period a sum of £5,896 is
held as cash funds in Ihe charity's CAF
account and the investment managers,
cash accounts. The legacy recently
rèceived is held on the client account of
Greenwoods Legal Servi￿$ Limited
pending investment1£164.5821.
Statement explaining the
policy for holding reserves
ststing why they are held
P8ra 1.22
The charity does hold cash reserves.
These assets are, if required at short notice
and in an emergency, able to meet
unexpected charity liabilities.
However. the trustees fully intend to
carefully monitor the costs of the charity
and se6k to avoid such a siluation arising.

Amount of reserves held
Para 1.22
£170.478
Reasons for holding zero
reserves
Para 1.22
NIA
Details of fund materially in
deficit
Para 124
NIA
Explanation of any
uncertainlies about the
charity continuing as a going
concem
Para 1.23
There is no uncertainty about the charity
continuing as a going concem.
Addltlonal Informatlon (optlonal)
You ma
hoose to include further statements where r81evant about:
The charitys principal
sour¢es of funds (including
any fundraising)
Pard 1.47
Investment poll¢y and
objectives includlng any
social investment policy
adopted
Par8 1.46
A description of the principal
risks facing the charity
Parn 1.46
Other

Structure, Governance and Management
Description of charity's
trusts=
Type of governing document
Para 1.25
CIO Foundation Constitution
I Isl deed. royal charle¥}
How is the charity
constituted?
Para 1.25
cio
J unincorporated
Trociation, CIO)
Trustee selection methods
induding details of any
constitutional provisions a.g.
el8clion lo post or name of
any person or body entitled
to appoint one or more
truslees
Para 1.25
Under Clause 10 of the charity's
Constitution every trustee, aparl from the
first charity truslees, must be appointed by
a resolution passed at a properly convened
meeting of the charity trustèes.
Additional information {optional)
You ma
choose to include further statements where relevant aboul..
Under Clause 11 of the charity's
Constitution the Trustèès will make
available to any new Iruslee, on or before
his first appointment, a copy of the current
version of the charity's Constitution and
copy of the CIO'S latest Trustees, Annual
Report and statement of accounts.
Policies and pro￿dUreS
adopted for the induction
and training of trustees
Para 1.51
The charity had three trustees throughout
this period, namely Matthew Biles, Timothy
Raikes and Laurence Francis Segrave.
The charity's organisational
structure and any wder
nelwork with which the
charity works
Para 1.51
NIA
Relationship with any
related parties
Para 1.51

Other
Reference and Administrative details
Charity name
The Roddy Segrave Charitable Foundation
Other name the charity uses
Registered charity number
1188403
Charity's principal address
clo Greenw¢x)ds Legal Services Limited
Queens House
55-56 Lincoln's Inn Fields
London
WC2A 3LJ
Names of the charity trustees who manage the charity
Dat•s actsd If not fi>r whol•
ar
Trustee namé
Offlce Ilf any)
Nam• of porson lor body) •ntltled
toa
oinl trustee
if an
Matthew David
Biles
Laurence Francis
Segrave
Timothy Raikes
Trustee
Trustee
Trustee
10
12
13
14
15

16
17
18
19
20
Cor
orate trustees- names of the directors at the dat8 the re
Dlr•ctor nam•
ortwasa
roved
Name of trustees holding title to propety belonging to the charrty
Dat•s ad•d If not for whol• year
Trust￿ nam•

Funds held as custodlan 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
harity's objects
Details of arrangements for
safe cuslody and
segregation of such assets
from the charity's own
assets
Additional information {optional)
Names and addresses of advisers (Oplional inforniation}
Type of
Name
Address
advlser
Legal
Representative
Greenwoods Legal
Services Limited
Queens Hous8. 55-56 Lincoln's Inn Fields.
London WC2A 3LJ
Name of chief executlve or names of senlor staff members (Optlonal Inforniation)
Exemptions from disclosure
Reason for non-disclosure of ke
ersonnel details
Other o
tional information

Declarations
The trustees declare that théy have approved Ihe trustees, report abovo.
Sign•d on behalf of th• ¢harlly'8 trustees
Slgnature(s)
Full name{s)
Posltlon {eg Secretary,
Chalr. •tcl
Matthew
iles
Trustee
Date
Ic /3 /102

Independent examiner's report to the trustees of
THE RODDY SEGRAVE CHARITABLE FOUNDATION
for the year ended 5 April 2025
I report to the trustees on my examinatwjn of the accounts of Group (the
charity) for the year ended 5 April 2025.
Responsibilities and basis of report
As the trustees of the charity 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 charity'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 Act.
Independent examinerfs statement
I have completed my examination. I confirm Ihat no matters have come to my
attention in connection with the examination giving me cause to believe that in
any material respect..
accounting records were not kept in respect of the charity 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 atlention should be drawn in this report in order to
enable a proper understanding of the accounts lo be reached.
Signed
Eva Stevens Bsc, C
FA
Employee of Community Accounting Plus
Date
3010312026

(HARITY COMMISSIO
FOR ENGLAND ANO WALE
116tt403
Receipts and payments accounts
CC16a
For the perlod
from
To
Section A Receipts and payments
UnrÈstrletèd
funds
to the ne•￿St
Restricted
funds
Endowment
lunds
Total lunds
Last year
to tho n•4rost £
toth• near•st £
lo thv near081 £
to lh8 n8arost £
A1 Receipts
Dividend5
Bank Inieresi
Deposit interest
DislribuiK&n from R S
rave eslale
Savinys income received
1,494
1.494
919
45
170,289
45
170,289
37
622
Sub total(Gross income for
AR)
171,837
171.837
1,583
A2 Asset and Investment sale5.
(see tsblel.
Investment sales
4,768
4,768
17.$70
Sub total
4,768
4,768
17.578
Total re¢elpts
176.605
176,605
19,162
A3Pa
ments
Solicitor fees
Bank charges
In¥estrnenl rnanayer fees
8,407
60
1,914
8.407
60
1,914
5.880
60
1,804
Sub total
10,381
10,381
7,744
A4 Asset and Invo$tm•nt
purchases, l$e¢ tsblel
Purchase of Investments
9,753
Sub total
9,753
Total payments
10,381
10,381
17.497
Net of receipts/{payments)
AS Transfers between funds
A6 Cash fund$ l•$t year ènd
Cash funds thls year end
166,224
166,224
1,665
4.254
170,478
4,254
170,478
2,589
4.254
CCXX R1 acwunts ISSI
2610312026

Section B Statement of assets and liabilities at the end of the period
Unrèstrictèd
funds
to noaro$t£
Restri¢lèd
funds
Endowment
fund$
to near•st £
Categories
Details
to n•are$t £
Bl Cash funds
Greenwoods client account
164,582
Cater Ajlen account
4.803
Tyndall acwunl
9B1
Invtsiec aCc￿nt
112
Total cash funds
170,471
(al￿ b4*cès r￿eIpts and p3sThenls
C￿ni(SI}
Unrestrlct•d
funds
lo nearest E
Restricted
funds
to noar8St £
Endowment
funds
to ne•r•st £
Details
Fund to whith
asset bo100
Currert value
ional
Detai15
Cotst loptlonall
Fund to whlch
as$et belon
Details
Cost loptlonall
Cur¥•Tht value
ional
B4 Assets retaingd for the
charity's own use
Fund to whleh
relates
Amount due
tiortal
When du¢
Details
CA Plus- Ind&pendenl Examlner fees
B5 Liabllltles
756
Sl9ned by one or two trustees on
bèhalf of all the irustees
Date of
roval
Signature
PrSnl Name
CCXX R2 accounts ISSI