Trustees. Annual Report for the period From 01 JAN 2024 Period start date To."31 DEC 2024 Period end date Charity name.. GRESHAM BENEVOLENT FUND Charity ￿lstratiOn number: 1192072 Objectives and Activities SORP Summary of the purposes of the charity as s81 out in its goveming d¢)cument Parn 1.17 The object of the CIO is the relief of financial hardship by the provision of grants to individuals in need. as well as educational initiatives to promote self-devèlopment. grovrth and financial securi The charity has made grants to London-based nurses enduring financial hardship to enable them to pay for their courses and examinations. Summary of the main activities in ￿latiOn to those purposes for the public benefit. in particular, the activities, projects or 5ervi¢es identifiad In the a¢counts. Slatement ¢onfirming whether the trustees have had regard to the guidance issued by the Charity Commission on public beneflt P•ra 1.17 1.19 ParB 1.18 The Trustees have had due regard lo th8 guidance issued by the Charity Commission on public benefit. CHARITY COMMISSION FOR ENGLANO AND WALES Addltlonal infomiation (optlonal) You ma choose to include further statements Whe￿ relevant about: SORP r•ferenc• Policy on grant making Pwa 1.38 We have a grant-making policy and application fomi that is publidy available on r website. We make grants to individuals in need according to our gov8ming document All of our team are volunteers. Policy on social investment induding program related investment Contribution made by volunteers Other Par• 1.38 Para 1. Achievements and Performance Summary ofthe main aGhievem8nts of the charity. identifying the difference th8 charity's work has made to the circumstan￿$ of rts beneficiaries and any wider benefits to society as a whole. The tharity has made grants to London-based nurses enduring finan￿al hardship to enable them lo pay for their courses and examinations. P*a 120 Additional inforniation (Optional) You ma choos6 to include further statements wher8 relevant about: Achievements against Psra 1.41 objecllves set The Trustees are pleased wrth the progress made thus far. The Trustees held an Autumn Strate Meetin to lan initiatives for the future. The Trustees are pleased with the progress madè thus far. Perfonnance of fvndraising activities against objectives set Investment perfom)ance ainst ob'ectives p￿1.41 We ajrrently have no inveslments Flnancial Revlew Review of the Charity's financial positlon at the end of the period P•rn 1.21 Although in the early stages of tls development the charity is now in a reasonabl8 financial situats'on which will allow il to mak8 more significant grants to those in need in the near future. W8 aim lo keep £5,000 in res8rve as a contingency lo meet unexpected situations and events. Statement explaining the policy for holding reserves ststing why the are held Amount of reserves held Reasons for holding zero reserv8$ Details of fund materially In deficit Explanation of any uncertainties about the charity continulng as oin Goncem Para 122 Pwa 1.22 Para 1.22 P•i 124 Para 123 The Trustees are happy that the Gresham Benevolent Fund is and continuos lo bo a going con￿rn. Additlonal infomiatlon (optional) You ma choose to include further statements wher8 relovant about.. The charity's principal sources of fund5 lin¢luding any Pw8 1.47 Members of The Gresham Club and members fundraising) ofthe Public are our primary donors. We achieve fijndraising through events and donations. nla Investrnent tM)licy and objectives induding any S￿la1 investment olic ado ted A description of the principal risks facing the charity Pw8 1.46 P8rn 1.46 Our main risk is the health of The Gresham Club, the Members of which are our primary donors. The Gresham Club is txjrrently in reascmabl cM)d health. Donation Retum Structure, Governance and Management Descri tion of chari 's trusts.. eof ovemin document How is the chari constrtuled? Trustee selection methods induding details of any constitutional provisions e.g. èlection to post or name of any person or bcmjy entitied to Int one or more trus18es CIO Trust Deed CIO Tnjst Deed CIO Constitution As per CIO Constitution Para 1.25 Pard 1.25 Para 1.25 Additlonal Inforniation (Optional) You ma choose to include further statements where relevant abwt: Policies and prO￿dureS adopted P￿￿ 1.51 for the induth'on and training of N&w Trustees are provided a copy of the trustees constitution. the most recent accounts and access to the Minutes of past meetings. They ar8 also ask8d to confirm that they have r8ad the Charity Commission's guidance on the .15 Questions That Trustees Should Ask. and èncouraged to read Chari Commission Newsletters. The Trustèe Board has a Chaiman who organises and minutes regular meetings of Trustees.The Charity also held a Strategy Da to discuss the wa forward. nla The charity's organisational structure and any wider neIN￿rk with which the charity works Relationshl Other P*B 1.51 with related rties P8ra 1.51 Reference and Administrative detalls Chartl name Olher name the chari GRESHAM BENEVOLENT FUND uses nla islered thari number Chartly's princlp81 address 1192072 1 King William Stre81 London EC4N 7AF List Of Trustees Who Run The Charity TNsl•g nam• oiitc• (If any D•t•s act￿ W not for whol• y••r Nam? of pgrwn (or body) •ntitlod to 4ppolnt trLr#t•• { Resigned October 2024 Founding Trustee Trustee CIO Board Trustee CIO Board Resigned July 2024 Trustee CIO Board Appointed Juty 2024 Trustee CIO Board Appointed July 2024 Truste8 CIO Board rate trust8es- names of the directors at the date the re ort was a Director nam• nla David Howells JP Brain Christie Esq Pippa Walmough Brad Bamfield Esq Antony Houghton David Reay-scott Trustee, Chainman Trustee Trustee Trustee. Treasurer Trustee Trustee roved Name of trustees holding tiue to property beknging to the charity Tmsteè name nla Dates actsd tf not for who Funds held as custodian trustees on behalf of others Descri tion of the assets held in this ca aci nla Name and objects of the charity on whose behalf the assets are held and how this falls nla within the custodlan chari Details of atrangem8nts for safe custcmjy and segregation of such assets from the charity's own assets Addltlonal Inlomiatlon (optlonal) Names and address88 of advlsers (Optlonal Inforniatlon) Trpo of Nam• Addr•88 adv18er nla nla nla Name of chlef exocutlva or namos of senlor staff membars (Optlonal inforniatlon) nla Exemptions from disclosure Reason for non-disdosure of ke nla rsonnel details Other o nla tional Inforniation Declaratlons The trustees declare that tr￿y have approvad tho tru8teo6' report above. Slgned on ￿half of the charfvs trustees: CNARThY COMMISSION FOREPKAANO AND WALES Gresh•m Benevolent Fund 11W72 Recelpts and payments accounts CC16a Ynr2o24 To 31D.2r24 Section A Receipt5 and payments R8stricted funds Endowrnent Total fund5 A1 T￿)C￿bE￿￿1tsS t7• 16rJ 1073 1997 1.0 5,14q B75 Sub totallGFDSS inGom8 fvARJ et arwj In¥•sth* Stsb toia Grants 100 E¥Fnl 1aJ 413 Sl 41M sèt and I $¢ 9J11 6 ¢a5hfund* knyearqnd Cash fund5 tlrls vo&r Section B Statement of assets and liabilities at the end of thè period Unrtrrrfctod B1 CaBh fund$ Re9tri¢¢•d hJThds Endowment YJ 21.633 Char￿.$ own E BS