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2025-04-05-accounts

Corfu Umbrella Charitable Incorporated Organisation

CorfuUmbrella@icloud.com

Registered with the Charity Commission for England & Wales Charity Number 1189739

Annual Report for 6/4/2024 to 5/4/2025

As at 6/4/2024 the Corfu Umbrella CIO (“CU”) had a cash balance of £37,753.

During the year CU received donations of £14,723. We also received £5,501 of Gift Aid. This incudes claims made in the prior reporting period but received this year.

We received some of our donations via PayPal and other “platforms” such as GoFundMe which include some Gift Aid reclaimed on our behalf by the platform operators.

We earned interest of £460 on our deposit account.

In the period CU made donations of £20,915:

During the period we opened at new multi-currency bank account with Wise to facilitate foreign currency payments. This has enabled us to begin making payments in Euros directly, rather than via the personal bank account of one our trustees. We retain our current and savings accounts with Cooperative Bank.

CU’s assets as at 5/4/2025 were £37,522 consisting entirely of our bank account balances. CU has no other assets or liabilities.

We have no employees and the trustees claim no expenses.

Independent Review

Our income for the year did not exceed £25,000. We have not therefore had this report independently reviewed.

Charitable status and objects

CU operates in England And Wales and Greece. It was registered on 01 June 2020 as a Charitable Incorporated Institution (“CIO”).

The object of CU is to advance for the public benefit such charitable purposes as the trustees see fit from time to time, in particular but not exclusively on the island of Corfu, Greece.

Reserves Policy

All UK charities must include in their annual report their policy on reserves, stating the level of reserves held and why they are held. Where the charity does not have a reserves policy in place, it should include a statement to that effect.

We are a grant giving charity with no employees or long-term obligations. The trustees have therefore concluded that no reserves policy is currently necessary or appropriate.

Name Role Date of
appointment
Other trusteeships
Mark Edward John
Martin
Chair 1/6/2020 None
Tobias Paul Anson
Jennings
Trustee 1/6/2020 None
Peter Willem Krens Trustee 1/6/2020 None

Trustees’ Contact information

Mark Martin corfuumbrella@icloud.com www.corfuumbrella.org.uk

Signed:

Mark Martin, Chair & Trustee Date: 8/4/2025

Corfu Umbrella Charitable Incorporated Organisation Corfu Umbrella Charitable Incorporated Organisation Corfu Umbrella Charitable Incorporated Organisation 1189739 CC16a
Receipts and payments accounts
For the period from 06-Apr-24 To 05-Apr-25
Section A Receipts and payments
A1 Receipts Unrestricted funds
to the nearest £
14,723
5,501
460
-
-
-

20,685
-
-

-
20,685
20,915
-
-
-
-
-
-
20,915
-
-
-
20,915
(231)
-
37,753
37,522
ERROR
Restricted funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Endowment funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total funds
to the nearest £
14,723
5,501
460
-
-
-
-
20,685
-
-
-
20,685
20,915
-
-
-
-
-
20,915
-
-
-
20,915
(231)
-
37,753
37,522
Last year
to the nearest £
Donations received 14,723 40,000
Gift Aid 5,501 -
Bank credit interest 460 433
-
- -
- -
- -
Sub total(Gross income for AR)
20,685
40,433
A2 Asset and investment sales
-
- -
Sub total
Total receipts
A3 Payments

-
-
40,433
Donations paid 20,915 31,868
Bank fees - -
- -
- -
- -
- -
- -
Sub total 20,915 31,868
A4 Asset and investment purchases
-
-
Sub total - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
31,868
8,565
-
29,188

37,753

CCXX R1 accounts (SS)

08/04/2025

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on behalf
of all the trustees
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the charity’s
own use
Details
N/A
Details
Details
Details
Total cash funds
N/A
N/A
Details
N/A
Cooperative Bank Current
Cooperative Bank Savings
Wise
Signature
Unrestricted funds
Restricted funds
to nearest £
to nearest £
9,738
-
20,910
-
6,875
-
37,523
-
Unrestricted funds
Restricted funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Mark Martin
Endowment funds
to nearest £
-
-
-
-
Endowment funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of approval
Mark Martin 08/06/2025

CCXX R2 accounts (SS)

08/04/2025

2