2023-09-30-accounts

The Tavistock and Portman Charity 2022123 ANNUAL REPORT AND ACCOUNTS Reglstered Charlty Number: 1191405

Report of the trustees fortheyearending 30 September 2023 The Trustees ofthe Tavistock and Portman Charily (herein the Charity) present their annual report and financial statements of the charity for the year ended 30 Seplember 2023. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity's trust deed, the Charities Act 2011 and Accounting and Reporting by Charities: Slalement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland published on 16 July 2014 {effective 1 January 2015).

Chair's report It's an exciting time to be preparing the annual report and accounts for the Charity. The Tavistock and Portman Charity was crealed following the merger of the Tavistock Clinic Foundation and the Tavislock and Portman Charitable Fund. In the last year, we have seen several changes. Three new trustees have been appointed.. Rachel James, Consultant Clinical Psychologist and Clinical servI￿s Director at the Trust; Francesca Eastman, CBT Lead in the Soulh Camden CAMHS Service,. and Eenasul Fateh. artist and strategy consultant (among other things) and who recently joined the Trust's Trauma Service. In another significant change Louise Lyon, who had been serving as interim Chair of Trustees, oversaw a recruitment process to recruit a new substantive Chair which concluded in June 2023. On behalf of the Board of Trustees I would like to express my thanks to Louise for her dedicated service to the Charity, and for staying on as interim Chair for longer than she had originally envisaged. I'm also grateful to her for continuing as a trustee and, speaking personally, for her generosity with her time in ensuring what I hope has been a smooth handover. Her replacement as Chair is, ofcourse. myselftowhom itfalls- awkwardly but Inescapably, thanks to the time lag beiween year end and the Charity Commission reporting deadline - to author this report. So though my tenure as Chair begins where this reporting year ends, I should perhaps take Ihis opportunity briefly to introduce myself. l arn Professor of Philosophy at Oxford University with a long-standing research interest in psychoanalysis. psychotherapy and psychiatry and the relationship of all of these to broader currents of ethical thought. For two days of the week I work in Oxford's Department of Psychiatry, where I lead on Patient and Public Involvement for the Oxford Health Biomedical Research Centre, and have some familiarity with the broader environment of publicly funded research thanks to a four-year stint at UKRI, where I was Director of Research at the Arts and Humanities Research Council. l also had some prior familiarity with the Tavistock & Portman itself.. in 2010, l organized (with Sarah Majidl a monthly series of seminars at the Tavi designed to bring philosophers and psychotherapists together. These ran lill 2015. it's good to be back. Another significant change has been the appointment of Annie Smith as our Fundraising and Communications Manager. Thanks to a very welcome one-year development grant from NHS Charities Together. Annie joined us in July 2023, and already by the end of Ihe reporting year had made 8 significant contribution to the smoolh working of the Charity. Over the course of the present year we will be developing plans for how to fill the gap On￿ the NHSCT funded year is up. In other changes, in March 2023 the TavSstock & Portman NHS Foundation Trust appointed a new Chief Executive, Michael Holland. formerly Medical Director at South London and Maudsley NHS Foundation Trust. I have already had a number of constructive conversations with him about the alignment of the Charity's ambitions with those of the Trust. I look forward to continuing them and am grateful to hirn for his SUPPOrt. The Charity is also grateful for the continuing support of the Trust's Chair. John Lawlor, not least for hi5 involvement in the prO￿sS that led to my recruitmenl. That said, Michael and John have been much occupied with a prospective merger of the NHS Trust. So it'5 Worth remarking that. unlike many NHS charities, the Tavistock and Portman Charity is conslitulionally independent of the Trust. That gives the Trustees a useful lalitude In developing our strategy and activilies despile the fact that, at time of writing. the merger issue remains

unresolved. As last year, we have continued our membership with NHS Charities Together which has helped us to assess the way in which our charity operates, where there are gaps In our skills and focus our efforts to develop the charity to be able to provide more assistance. Looking fO￿ard to the coming financial year. we have more work to do lo develop our organisation and increase our capability lo both fundraise and provide grants which will benefit patients and service users. As you read through our report, you'll see there's much more that has happened and there will be much more to follow over the coming year. Slgned: Name: Edward Harcourt, Chair of Tavislock and Portman Charity Date: 30 July 2024

Our purpose and activities The Charity raises funds for the prevention. relief. treatment and cure of sickness. ill health and infirmity of every kind in the field of mental health and Ihe promotion of wellbeing and, in particular, but without prejudice to the generalily of the foregoing the furtherance or support of the work of the Tavistock and Portman NHS Foundation Trust in any ways which shall for the time being be charitable in law. Achievements and performance In recent years, the Charity has generated funds through small scale events and through receipt of bequests which have allowed the charity to support delivering complementary activities to the Tavistock and Portman NHS Foundation Trust's clinical work- expanding opportunities for people to engage in education and training,. and increasing the Trust's potential to deliver innovative research and development. In the last year we have: Seen some progress In donatlons for small sums through our online donations page, including from individuals who have no known connection with the Charity. A fundraising London to Brighton bike ride look pla￿, and was well supported by Trust staff Engaged with the Trusvs medical director and direclor of research and development to start thinking how we may use the generous legacy from Mr and Mrs Wooley to support research into schizophrenia. Continued to engage with NHS Charities Together. most notably through successfully applying for a development grant for a Fundraising and Communications Manager. Attended the annual NHS Charities Together conference which has been enormously helpful in further shaping our thinking and plans lo develop the charity. Engaged with the London Mental Charities Special Interest Group to gather learning and peer support to develop our activities. Continued to use the Cleminson bequest to fund a clinical research workshop on clinical approaches to inter-generational trauma, based on parallel work with young people and their families or carers. New slaff members have joined these twice- termly meetings which are now held on a hybrid basis. This has saved expenditure on travel and enabled the Trust to link with a colleague doing relevant research in Denmark. Used some of the Clemin50n request to continue to prog￿$$ the Watch Me Play Programme and provided funding for materials to be translated into an alternative language to support a community-based project. Committed to supporting thirteen sludents in 2023124, across two cohorts, with bursaries through the Julie Roach legacy, further increasing the diversity of people embarking on the Trust's education and training programmes.

Provided bursary funds through the Stuart Hall and Nick and Roberta Perren bursary schemes to assist more people to access highly specialisod child and adolescent psychotherapy training. Financial review The maln Income and expendilure activity of the Charity are in relation to grants and legacies. The Charity perfornian￿ during the year resulted in an overall deficit of £125K. Key performance activity during the year was as follows.. Total income for the yearwas £55K Expenditure of £180K was used for Charitable Activities. Investment powers and policy The Trustees have regard to the liquidity requirements of operating the Charity intend to seek to invest available funds in an interest-bearing deposit account and to explore any other appropriate means to enhan￿ the value of the funds held wilhin the Charity. Reserves policy The trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately three months unrestricted charitable expenditure. The trustees consider that the ideal level of reserves as at 30 September 2023 would be £20,000. Total funds as at 30 September 2023 were £867K ofwhich £488K was in restricted funds. Going concern The trustees have reviewed the circumstan￿$ of the Charity and consider that adequate resources continue to be available for funding the activities of the charity for the foreseeable future. For this reason. they continue to adopt the going concern basis in preparing the accounts. Risk management The Charity has no Investment portfolio and is therefore exposed to little risk if any. All expenditure is committed against funds by the Charity and this expenditure is applied in line with the objects of the Charity. This expenditure is then authorised according io the Trust's Slanding Financial instructions, Slanding Orders and Charitable Fund Pro￿dureS that also comply with Charity Law. Public Benefit The trustees have taken account of the Charily Commission's guidance on public benefit

wh8n making decisions and reviewing the Charity'5 aims and objectives. Plans for the future The Charlty hasln recentyears aimed tosupport projects which, through small-scale seed money, initiate and support developmenl and pilot project implementation which, if successful, can be used to seek substantive funding. In addition, the Charity supports its objectives by holding funds for other designated purposes such as memorial prizes, research and bursary funds. In the coming year, the Trustees will make the rrK)Stofour Fundraising and Communications Manager, of an expanded board oftrustees and ofa new chair to furtherdevelop the Charity's ambitions for further fundraising activities, to confirm its funding priorities. and to think afresh about its longer-term financial strategy. including its reserves policy. Structure, Governance and Management The Charity has an independent Chair plus a maximum of ten further trustees. During 2022123. the Charity has been made up of an independent chair, five co-opted independent trustees and four trustees nominated by the Tavistock and Portman NHS Foundation Trust. The chair and trustees, terms of office are three years, renewable for a maximum of two further terms. Non-voting guests can be invited to attend the Charity's board of trustees, meetings. Reference and administrative details The Charily is a charitable Incorporated organisation established in 2020. Its objects cover any charitable purpose or purposes to the National Health Service wholly or mainly for the services provided by the Tavlstock and Portman NHS Foundation Trust. Registered office The Tavistock and Portman Charlty The Tavistock Centre 120 Belsize Lane London, NW3 5BA Independent Examiner M J Bushell Audit LLP 8 High Street Brentwood Essex, CM14 4AB

Our leadership The Trustees of the Tavistock and Portman Charity during 2022123 were as follows: Chair Louise Lyon (until 30th September 2023) Edward Harcourt (from 1st October 2023) Trustees Independenl tnjstees Louise Lyon Angela Grealley Craig de Sousa Margaret Rustin Foundation trust nominated trustees Amanda Hawke Francesca Eastman Eenasul Fateh Rachel James Treasurer Wali Hussnain Governing document The Charity is a registered charity, number 1191405, and is constituted under a trust deed dated 2020. The objects of the Charity as stated in the trust deed are to work towards "prevenlion, relief, treatment and Cure of sickness, ill health and infirmity of every kind in Ihe field of menlal health and the promotion of wellbeing and, in particular. but without prejudice to the generality of the foregolng the furtherance or support of the work of the Tavistock and Portman NHS Foundation Trust in any ways which shall for the time being be charitable in law" Trustee induction and training New trustees undergo an orientation programme to brief them on: their legal obligations under charity and company law, the Charity Commission guidance on public benefit, inform them of the content of the Memorandum and Articles of Association, the committee and decision-making processes, the business plan and recent financial performan￿ of the charity. Trustees are encouraged to attend appropriate external training events where these will facilitate the undertaking of their role.

Trustee's responsibilities in reLation to the financial statements The Charity trustees arè responsible for preparing the Trustees, Annual Report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). The law applicable to charilies in England and Wales requires the Irustees to prepare accounts for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that year. In preparing the financial statements. the trustees are required to- Select suitable accounting policies and then apply them consi5tently' Observe the rnethods and principles in the Charities SORP., Make judgements and estimates that are reasonable and pruden(. State whether applicable UK accounting standards have been followed. subject to any material departures disclosed and explained in the financial statements. Prepare the financial statements on the going concem basis unless it is inappropriate to presurne that the charity wlll continue in business. The trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Acl 2011, the Charily (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The truslees are responsible forthe maintenance and integrity of the corporate and financial information included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions. Statement as to disclosure to our independent examiner In so far as the trustees are aware at the time of approving our trustees. annual report.. Ihere is no ￿levant information, being information needed by the independent examiner in connection with preparing their report, of which the independent examiner is Lsnaware, and the trustees, having made relevant enquiries and provided details to the independent examiner. have each laken all steps that a trustee is obliged to take ir) order to make themselves aware of any relevant audit information and to establish that the independent examiner is aware of that information.

Approved by the Injstees and signed on their behalf by.. Signed: Name: Edward Harcourt. Chair of the Tavislock and Portman Charity Date: 30 July 2024

Independent Examiner's Report I report on the accounts of the charity for the year ended 30 September 2023. which are sel out on pages 12 to 18. Respective responsibilities of Trustees and examiner The Charity's Trustees, are responsible for Ihe preparation of the financial statements. The Trustees consider that an audit is not required for this year under section 144{2) of the Charities Act 2011 {the 2011 Act) and that an independent examination is needed. Having satisfied myself thal the charity is not subject lo audit under company law and is eligible for independent examination, il is my responsibility to: examine the financial statements under section 145 of the 2011 Act.. to follow the procedures laid down in the general Directions given by the Charity Commission under section 14515}(b} of the 2011 Acl.. and to state whether particular matters have come to my attention. Basis of independent examiner's report My examination was carried out in accordance with the general Directions given by Ihe Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. 11 also includes consideration of any unusual items or disclosures in the financial statements and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence thal would be required in an audit and consequently no opinion is given as to whether the financial statements present a 'true and fair view, and the report is limited to those matters sel out in tha next slatement. Independent examinerfs statement In connection with my examination. no matter has Come to my attention: la) which gives me reasonable cause to believe that in any material respect the requirements.. lo keep accounting records in accordance with section 386 of Ihe Companies Act 2006., and to prepare financial statemenls which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended practi￿.. Accounting and Reporting by Charities., have not been met or Ib) to which, in my opinion, attention should be drawn in order to enable a proper understsnding of the financial statements to be reached. Corne von Wlelllgh ACA M J Bushell Audil LLP 8 High Street Bren￿ood CM14 4AB MfyLdl 80 ol.LV-

Year-end accounts- 2022/23 The Tavistock and Portman Charity Statement of Financial Activities as at 30 Sept2023 2022123 2021122 Unrestrfcted Restrlcted Funds Funds Total Funds Total Funds Note Incomè Donations and Gft Aid Grants Charftable Acbvrt¢es Investment Income Total Income 5,584 5,584 35,000 7,776 6814 55,173 183 65 000 30,213 892 96,288 35,000 2,840 5,136 17.534 37.640 Exp•ndltur• Charf(able Actsvitres Total Expenditure 141791 1141.7911 180419 138.628} 1180,419} 82 208 {82.208} Net in¢omel(expenditure} and n•t mov•m•nt In funds for the year 1124.2571 1988} 1125,2451 14.080 Reconclllatlon of funds Total funds brought forward Total funds carried forward 503,417 379,160 488,672 487,684 992,089 866,844 978,009 992,089 All income and expenditure derive from continuing activities.

The Tavlstock and Portman Chartty Balance Sheet as at 30 Sept2023 2022123 2021122 Unrestrlct•d R•strlct•d Funds Funds Total Funds Total Funds Current Asset$ Debtors Cash at bank arKI in hand T+)tal Curr•nt Assets 2,000 571316 573,318 2,000 1.087 662 1.089.662 62,0(J) 1.019444 1,081,444 516 346 516.346 Current Llabiliti•s Credrtors Total Current Liabilities 137 186 1137.1861 85 632 185,6321 222 818 1222,8181 89.335 89,335 Net Current As$etsllLiabilitiesl 379.160 487,684 866.844 992,109 The Funds ofthe Charity Restricted Income Funds Unreslricled Income Funds Total Charlty Funds 487,684 487,684 379.160 866,844 488,672 503.417 992,089 379 160 379,160 487,684 The notes on pages 14 to 18 fom part of Ihese accounts. Approved by the tru5tee5 and signed on their behalf by.. Slgned: Name: Edward Harcourt. Chair of the Tavistock and Portman Charity Date: 30 July 2024

Notes to the accounts Accounting Policies Charity information The Tavistock and Portman Charity is an unincorporated charity. Its reglstered office is 120 Belsize Lane, London NW3 SBA. The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial slatemenls are as follows.. a. Basis of preparation The financial statements have been prepared in accordan￿ with Accounling and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (Charities SORP FRS 102 as amended for accounting period commencing from 1 January 20161, the Financial Reporting Standard applicable in the UK and Republic of Ireland {FRS 1021 and the Charities act2011. The charitable fund constitutes a public benefit entity as defined by FRS 102. The accounts are prepared in sterling, which is the functional currency of the Charity. Monotary amounts in these financial statements are rounded to the nearest £1. The accounts have been prepared on the historical cosl convention. The principal accounting policies adopted are set out below. b. Going concern At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to conlinue in operational existence for the foreseeable fulure. Thus the truslees continue to adopt the going concern basis of accounting in preparing the financial statements. c. Fund accounting Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the Trust's work or for specific projects being undertaken by the Trust.

d. Income recognition l income is recognised once the charity has entitlement lo the income, it is probable that the income will be received and the amount receivable can be measured reliably. Donations and grants are recognised when the charity has been notified in writing of both the amount and settlement date. In the event that a donation or grant is subject to conditions that require a level of performance before the charity is entitled to the funds, Ihe income is deferred and not recognised until either those conditions are fully met, or the fulfilmenl of those conditions is wholly wilhin the control of the charity and it is probable that those conditions will be fulfilled in the reporting period. Legacy rewgnition is taken as the earlier of the date on which either.. the charity is aware thai probate has been granted, the eslate has been finalised and notification has been made by the executor{s) to the charity that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is onlyconsidered probable when the amounl can be measured reliably and the charity has been notified of the executorfs Intention to make a distribution. Where legacies have been notified to the charity. or the charity is aware of the granting of probate, and the criteria for income recognition have not been met. then the legacy is treated as a contingent asset and disclosed if material. Membership and other income is included in the financial statemenls on an accruals basis. e. Interest receivable Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank. f. Expenditure recognition Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that settlement will be required and the amount of the obligation can be measured reliably. All expenditure is accounted for on an accruals basis. All expenses, including support costs and governan￿ costs, are allocated to thè haritable activity in the statement of financial activities. Governance costs comprise all costs involving the public accountability of the charity and its compliance with regulalion and good practice. g. Irrecoverable VAT Irrecoverable VAT is charged against the expenditure heading for which it was incurred.

h. Allocation of support and governance costs Support and governan￿ costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support cosls include payroll, finance, systems and governan￿ costs. The bases on which support cosls have been allocated are set out in note 3. l. Cash at bank and in hand Cash and cash equivalents include cash in hand and deposits held at call with bank. j. Financial instruments The Tavistock and Portman Chanty has elected to apply the provisions of Section 11 'Basic Financial Instruments, and Section 12'0ther Financial Instruments Issues, of FRS 102 to all of its financial instruments. Financial instruments are recognised in the Fund's balance sheet when the Fund becomes party lo the contractual provisions of the instrument. Financial a5sels and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable righl to set off Ihe recognised amounts and there is an intention lo settle on a net basis or to realise the asset and settle Ihe liability simultaneously. Baslc financial assets Basic financial assets. which include debtors and cash and bank balances, are initially measured al transaction price including Iransaction costs less any trade discount offered and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing Iransaction, where the transaction is measured at the presenl value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised. Prepayments are valued at the amount prepaid net of any trade discounts due. Basic financial liabilities Basic financial liabilities, induding creditors and bank loans are initially recognised at transaction pri￿ allowing for any trade discounts due unless the arrangement constitutes a financing transaction. where the debt instrument is measured at the present value of the future receipts discounted al a market rale of interest. Financial liabilities classified as payable within one year are not amortised. Debt instruments are subsequently carried at amortised cost, using the effectlve interest rate method. Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the Iransfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured al amortised cost using the effective interest method.

Crltlcal accounting estimates and judgements In the application of the CharIt￿S accounting policies, the trustees are required to make Judgements, estimates and assumptions aboutthe carrying amount ofassets and liabililies that are not readily apparent from other SoUr￿s. The eslimates and associated assumptions are based on historical experience and other factors that are considered to be relevanl. Actual resulls may differ from these estimates. The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions lo accounting estimates are recognised in the period in which the estimale is revised where the revision affects only that period, or in Ihe period of the revision and future periods where the revision affects both current and future periods. The truslees do not believe there to be any judgements or estimates that would be considered critical to the financial slatements. Income 2022123 2021122 Unrstrieted Restrleted Funds Funds Totsi Funds Unresirycted Funds Restricted Funds Total Funds Donations and Gifts Grants Total Donatlons 5,584 35.000 40.S84 183 183 85,000 85,183 35,000 35.000 65.OLh) 65,0(M) 183 harltabl• Aetlvltles. Ineome 5,136 7.776 13.802 16,411 30,213 Inv•stsn•nt In¢om• 8,814 6,B14 892 892 Total In¢omo 17.534 37.640 55.174 98.288 3. Expenditure 202212J 202tQ2 Unr•strict•d R•stri¢ted Funds funds Unre5tricled Restricled Funds Funds T¢tsi Funds T￿al Funds ¢harltabl• Actlv￿•5 Gvants to T#¥l$to¢%& P•nm•n NHS FT Grants and Bursarf•s Mlsc•llan•ou5 133,686 3.194 7500 22.602 25,795 44,701 47,251 I4.￿￿) 61,751 12.5 15,050 136.780 30.102 166.BB1 46,701 L•gal and prof•sslonal f• Finance and adrnini5tration tosts ITHl•p•nd•nt•xamin•fs Iws Gov•manc• and supporteosts 3,794 8.79B 59) 3,OfKI 10,387 12,192 407 4300 5.Qf1 5.136 4.676 4.200 13,537 3,000 20.458 8.526 10,070 Tthl Exp•1￿[￿r 141.791 621 18DAf9 25,437 .771

1. Debtors Unrèstrl¢ted Restricted Funds Funds 2022123 2021122 Grants Student Loans Total Curr•nt Debtors 60,000 2.000 62,0(10 2,000 2,000 2,0ty) 2.000
2. Creditors Unrestricted R•strict•d Funds Funds 2022123 2021122 Tavistock and Portman NHS FT Independent examination f••$ Total Current Cr•dltors 133,586 3,600 137,186 85,632 219,218 3,600 222,818 219,218 3,600 222,818 85,632
3. Analysis of charitable funds The Tuvistock and Portman Charlty Analy51s ol Charttabl8 Fubd8 a$ at 30 sept 2013 2021122 Totsi Funds Mov?ment Expenditure Tothl Funds 2022QJ Re￿rIcted funds VVoDlèy Legacy M2nt31 Heallh Nufsin9 T8¥i8iock Society of PsythothèraFiSts Nick & Roberta Perren Ch8rit8ble Twsl Shaw Legacy Chèrtit$ Tlgether FamilyTherapy Educalion & Tiainin9 Prog Key Slaff C & Hackney The Mrs Srrilh & Mounl Tnjsl GIDS CeTrlwe FDI Social Work Research T&PAAFund H8mi5h Canham Ptpze Ouitome Rèsearch $I￿rt Hall FouTrdiun 15 f¥J¥Kls restrkted 14.3901 11,0001 11,0001 111,1641 204,515 84,254 3,132 85.2 81.492 59.713 15.558 252 6.180 5.687 5.000 4.900 4.736 2.911 1.782 1.687 4.556 488.672 2.640 13,247 23,294 35.0(KJ 5.5n (981 1951 4,802 4,641 2,853 1.746 1.653 4,465 487. (361 1341 37.640 13B,6281 Unre5tri¢ted lund5 FrederiEk kntony E￿ate Juke Roach Scholaiship Fund Mafgaret Pritchard Legacy G￿8117 Funds Chld P$yeholhErapy C￿Id. Adole$ceffl & Famlv Fth Palien15' Fare5 Portman &￿ll4 Fund PDrtrywi St8 19 luRds unte*trkAe 195.1186 133.586 84.153 52.599 16.163 11J.937 4.605 5.186 402 933.417 195,W6 133,5861 84,153 61,92 16,863 10.937 17.534 18,2051 5,186 17534 379.16 Gra￿j Tothl P4 fund¥1 55.174 1180A191