2021-04-05-accounts

The Helvellyn Foundation Annual Report and Accounts 2021

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Charity Registration 1190948 THE HELVELLYN FOUNDATION ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE PERIOD ENDED 5 APRIL 2021

THE HELVELLYN FOUNDATION LEGALAND ADMINISTRATIVE INFORMAlloN TnJ5tees W S Hdme5 LR Hdmes R L Tr￿mes (Atv)Inted 19 Augu5t20201 (￿linted 19 Augus120201 (Winled 19 August 20201 Charfty number 11W948 Prfnclpal addr888 Radius Campus Emperoi V Crewe CW1 6BO Accourrtants Shetrrd Pnvate Cl￿￿15 tsmrted Suite 101 Highr￿d House chead￿ Roya BUS￿esS Pdtk Chead SK8 3GY Independent examir PMM for BU￿neSS LLP Newcenlvry House Greenbank T•nc*)gy Park ChalknsE Way Bladtburn BB1 5QB

THE HELVELLYN FOUNDATION CONTENTS

THE HELVELLYN FOUNDATION TRUSTEE REPORT FOR THE PERIOD ENDED 5 2021 The finanoal statemwts bew Wep8￿ in wlh the ac£amtry set fArt 1 to lh8 finandal siaiem8rts and C￿[ty Ihe Fi)￿XIa￿'S Ih• ChBrths 2011 8Tr thBlr ￿rtts In w#h tha Fnand81 REwing starts￿ in ts UK RewDk of Iroknd {FRS 1￿2> lèfv￿p 1 JaN&wy20191" Th8 thB Fiyjndth a￿ lo tharrtth PUfFMS th• Eryknd Waks18s the twslees seefftfrryn brr totirne. ffi ptk)Aar. not t Ihe pr&YnlK)n ￿[￿¢￿1 trthe by assMtv¥J in ￿dI WAY as zys to fftlwJ8te Ihese the sthanCerT￿ in Steand lkrfyvJThJwle n ihe wblc b￿afft ty tthii•s Ihw 8kl, capa(eB and to Ih8An to pwtwtg In s(xyty a& rnaluTe arQ re5POn51b￿ I￿￿￿￿￿." lh¢ a¢vancwrtclarxD81 pUb1cb￿rt ty way •$the charty ¢Jit¥J ¢ar6. tromwt and ￿Jrty &y anrnas are of L¥re Ond anvnals Iv. pubk h thee1￿$￿va￿EV. #nd inFYf￿enI0lth9phySK￿l#ftd wwknnmenl li￿￿kn9 tr¥Jt rnl limti￿ to tictgi¢al éwa)', a nJ ar￿ sullwmg amwe dnirdl or knMl$of fc¢ the pu￿￿ b•ieftt by a551 In YAY a5 Ihtr tr￿1$ see ￿Tdan￿1￿M WIKW ains wxbjde ￿pptyt li tho frym fA mwy Icr 0th8r rr￿5 deWTh￿ surt)￿> for bExliBs. n￿￿1 rtvlew Thwg L8 ￿ n￿nIMuM ¥gldr88WV85trth th• $0gktr)rnkn.Thk krav￿ byUTnJ8t888 frcm limololim•. Syslns are kn pl￿ to expwrE la the fflai(v rth.

THE HELVELLYN FOUNDATION TRUSTEE REPORT {coKfiNUED) FOR THE PERIOD ENDED 5 APRIL 2021 W S Hc4m85 L R HrArne5 RLHthey I￿P￿ted 19 W 20a)I I￿￿￿tj 19 20201 19 W 2ml W S Plolm•tt Tru

THE HELVELLYN FOUNDAT1014 INDEPENDENT EXAMINeR3 REPORT TO THE TRUSTEES OF THE HELVELLYN FOUNDATION I rewt to Ihe trLktts Lm my ewinBticffl frnK¥d TPe Fow8I0Tr It F￿nd•￿i f¢rth• pwbJ wle¢l S ¥xl 2021. R•8pM#ilxlitiM •nd •fryrt tho IhJSt¢QS of Ihe F￿￿811r￿ yw lor thtr cl th• lknancla siabnents In 8co)rdanc Nulrwnents Clvili25 Pd 20111th 2011 N£U. I rewt li rosK¢t of my •%￿￿800r& ofthe FoundatKrfN'J fin8￿181 ￿t￿er￿￿ cwrtyj wthr wticn 145 of 2011 ACL In csrryvy oui my oxJninvJ) I hav• tha Ceciirr6 by ￿ Chawity Ccffjml8shM untro 1445Xbl ￿1kn￿ 2011 Ind•p•nd•nl stknmnt A(xxxJntiry ar￿ RewthJ by CaiitES Fvn9 t￿)[ ¥) F￿anC01 ReptytyrwJ St8nd8Td 8ppliC￿e ￿ ihe UK RewbliGoflrYland IFRS l(r21 n FYef8Mce to and Rwrting by tharIt￿.. Slakn￿t of RK£rfnrDdwJ is&d w 1 2CQS tiL to in th• exlant l undern(Ithattr15 ha8 twn ordertrffflwK?al slalernertstr) f¥7￿ iThacc4)rdanc Wthc￿erm￿￿CC￿ptj A(￿ntir¥a Prth pwlots oraftw 1 Jw¥Jary2015. fvn(4al statThrrts do noi recor￿. ar of a￿A)unIS Charls IAccwnLs ar¥1 RryKYtsI ReJJLgli(￿s 2rx)8 olhw than any requkemert 8xaminatth. DaW: 41212022 Green￿nk P Chal Way BlaGkI￿rn 881 5Q8

THE HELVELLYN FOUNDATION STATEMENT OF FINANCIAL ACTMTIES INCLUDING INCOME AND EXPENDMIRE ACCOUNT FOR THE PERIOD ENDED S APRIL 2021 Unmtrfcts fund8 2K1 Ineom• fr¢)m: tknnaLk)ns and gacB 187.￿0 Chariloble a¢the8 141.W1 509 Fund bthnGe5 at 19 Auyt 2020 Fud baant•s at S A￿120

THE HELVELLYN FOUNDATION BALANCE SHEET AS AT 5 APRIL 2021 2• 37,500 (a8h al bar￿ar￿ In h Crndllors: f4llThJ du• tlthhln •)M ywr (1.8W) 45509 In¢om• funda Unrestrugd knds 50P 4&509 ' stabrntswwo bytr Iruth5 cm. c>S]oAI2o22 WSHokn Tru

THE HELVELLYN FOUNDATION NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 5 APRIL 2021 Charlty Inlennatlon E￿nI ￿ Wa8S. Chath"es kt 2L111 aTrJ "A￿￿n1"n9 and ¢hth: Stalwrt of R￿￿ry￿ded Pradi¢ aplicableto thaithes Prep￿ iw li xeud￿et￿th the Fln8rKaal ReP￿tr"r•j Stsndwd In tm UK aTha RepublK of IFRS 1021 {eff•#h8 1 Jwuary 20191.. The Fwndabm l 8 Public Bertfit Th• Fwrthknon has tsken thantap CO th• pTh15￿5 SOPP for charttns •iirwJ FRS 102 Uptsts 8￿￿tin 1 rntJ w8par8 z dcash 1.2 Goln4 vJn¢•rn 1.3 Ch•ltabl• fvrvj 1.4 In¢¢m• Ca6h donatK)n$ ¥9 rKtsJTrsed ￿ Thxpt. (Xhw ¥0 r￿1￿1 on¢e the FCWnd￿n has b• li relab.on to Ltyatk)M GftAwJ ty dggdsof¢o4wl b rxtgfiw atlha ofth8 donAITr. 1.5 Expnditw ptrty. * is that a tr&thr of L￿effits wl te reouk¢d and rnnt oflhe i.e rAsh #rtd ¢sh ¢tylv￿•ft1¥ C88h and ra8fv tyufv818ntt ca dTr)28 W at cal <)ther sh(¥14&m 1nve51rn￿ts with ¢ryinal malurlEs ol Ilyee LY kn. arn1 bank obdr¥ft* cNeNlrafts ￿ sh

THE HELVELLYN FOUNDATION NOTES TO THE FINANCIAL STATEMENTS (CONTrIUED) FOR THE PERIOD ENDED 5 APRIL 2021 pdl¢i•s 1.T Fin￿[la1 The FLxmdatpJn Iw tOPKAy I￿ ofserfth 11 easK FIThw￿ IrAtrum¢nts' and S&lK)n 12 'Olher IMtnThnts Issues. ol FRS 102 to al of N¥ instrumunts. is a kg8lyenforrabl• rsht to ¥t off rtr-ojrised ￿￿JItt3 8nd thor • ￿ kntention to 8dlo On o badB or to rnaks• th• asset setye th8 54gblty B•si¢ flh•n¢l•l •s¢ets r￿aP1abl•Wfftlrn )ar are ￿ClIE8￿. BasK fli￿¢￿ liablitE5. ¥KILKllThJ afftl b￿k reLXviS￿I at transxbclb unbass of the future poyments at a makd r& d nier&8t. FmarKial dasslw 88 payab￿ Y+ Try4d8 ufrtors ar8 c￿ljab￿S to pay f(Y goEK15 rK ser¥iw that have In the ¢ydw cowso of Irom s￿pkn$. A￿KJniS payébk ore dss¥fied 45 CWtrrt &abkn5 rf ￿thIn y I￿. IfnoLllw asnon4¥Thent Tr c¥ethlCrfS a￿r￿r￿Se￿ initiatyat trarbS8dc F[na￿l￿ IHblts ¥e dere¢0￿rA17*t￿n ot1W￿n5 e¥yr? LYarÈdlxh8rgBd or In Ihe oftha ¢htys ￿t￿lIr￿￿ t￿TrUste&S ￿ ryired to makelLwjgerTr￿ts. e5tiTnata8 and asswr¢Fthns 8LYAA assds thal are nol rethj war•rt frtm cl

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