DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
Charity registration nutnber.. 1196077
The Leon Crouch Foundation
Annual Report and Financial Statemenis
for the Year Ended 31 March 2023

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Contents {¢ontinued)
Reference and Administraiive Details
Trustees, RepLIrt
2to3
Statement of Trustees, Responsibilities
Independent Examiner'5 Report
Statement of Financial Activities
Balance Sheet
Cash Flow Statement
Notes to the Financial Statements
9t012

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Referen¢e and Administrative Details
Trustees
H L Leonardi
L Z Crouch
L A Currie-Crou¢h
Charity Regi5trAtion Number
1196077
Prineipal Offiee
Greenw(iods Legal Services Limited
Queens House
55-56 Lincoln's Inn Fields
London
WC2A 3LJ
Independent Examiner
PKF Frallci5 Clark
Tommgate House
2-8 Park5tone Road
Poole
Dorset
BH15 2PW
Bankers
Virgin Money
154-158 Kensington High Street
London
W8 7RL
Page I

## **The Leon Crouch Foundation** 

## **Trustees' Report** 

## **Structure, governance and management** 

## **Description of the charity's trusts** 

Type of governing document - Deed of Trust 

How the charity is constituted - Trust 

Trustee selection methods - Appointed by body of trustees from time-to-time after consideration of their experience and values. No new trustees have been appointed since inception. 

## **Additional governance issues** 

The trustees keep firmly in mind the Settlors wishes as expressed in his testamentary documents. As his family members they take their responsibilities seriously and are mindful of perceived and real conflicts of interest. 

## **Objectives and activites** 

## **Summary of the objects of the charity set out in its governing document** 

Grant making to charitable purposes in the United Kingdom and to other United Kingdom registered charities. 

## **Summary of the main activities undertaken for the public benefit in relation to these objects** 

The charity has made grants to UK registered charities in line with a resolution signed by the trustees to a range of charities, primarily supporting vulnerable people and also providing them with educational pursuits. This has principally been in the Lymington area of Hampshire. In addition, a substantial one off donation was made to Oakhaven Hospice, a trust which the Deceased settlor expressly requested be supported. 

## **Additional details of objectives and activities** 

The trustees have a Grant Making Policy which has not been amended since the trust was registered. The Trustees remain satisfied with the policy and have it firmly in mind when considering grants, although they have agreed to waive it certain circumstances in light of the Deceased’s wishes and also in light of the financial circumstances many charities found themselves in during the year. 

## **Achievements and performance** 

## **Summary of the main achievements of the charity during the year** 

The charity has succeeded in making large grants to a charity which provides palliative care in support of a major project to provide such care to more individuals in need of that support. 

In addition, a large number of grants have been made to wide ranging additional charities which do a range of important work in the locality of the Deceased’s home. 

## **Financial review** 

## **Brief statement of the charity’s policy on reserves** 

The charity considers that it wishes to distribute funds to good causes rather than keep reserves and incur costs in the long term running of the charity. 

## **Details of any funds materially in deficit** 

N/A 

Page 2 



DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Trustees, Report {¢ontinued)
Further financial review detai15
The trllstee5 have no intention of implementing an investment policy, instead wishing to distribute funds to
charitable cause5.
08 January 2026
The annual report was approved by the trnstees of the charity on....................
and siglled on its behalf by..
Do¢uSWby'.
O￿A¢￿eF4￿*.............
H L Lconardi
Tru%t¢¢
Page 3

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Statement of Trustees, Responsibilities
The trustees are responsible for preparing the tru5tees' report and the financial stateinents in accordance with the
United Kingdom Accout]ting Standards (United Kingdom Generally Accepted Accounting PTacticel and
applicable law and Tegulations.
The law applicable to charities requires the trustees to prepare tinancial staiements 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 period. In preparing these financial statements, the trustees are required to..
select suitable accounting policies and then apply them consistently,.
observe the methods and principles in the Chaiitie5 SORP;
make judgements and estimates thai are reasonable and pwdent;
state whether applicable accounting standards have been followed, subject to any material departures
disclosed and explained in the financial statcmcnts; and
prepare the financial stateinents on the going concem basis unless it is inappropriate to presume that the
charity will continue in business.
The trustees are responsible for keeping proper accounting records that disclose with reasonable ac¢uracy at any
timc thc financial po.%ition of thc charity and cnablc thcm to cnsurc that the flnancial statcmcnts comply with thc
Charitics Act 2011, thc Charitics {Account% and Rcportsl Rcgulation% 2008, and thc provi%ion% of thc
con%titution. Thc trustccs arc al%0 rc8pon8iblc for safeguarding the a%sct% of thc charity and hcncc for taking
rca%onablc stcps for thc prcvcntion and dctcction of fraud and othcr irrcgularitics.
The trustees ale responsible for the maintenance and integrity of the corpoiate and financial infomjation
Included on the ch(￿ltable company's website. Legisldtion ¥OVeTning the piepaiatitsn and dibsemination of
finG￿¢la1 statementb. m<iy differ legiblation in othei jurisdictions.
Approved by the trnstees of the charity on08 January 20&Pd signed on its behalf by..
H L Lconardi
TTU5tee
Page 4

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Independent Examiner's Report to the trustees of The Leon Crouch Foundation
I report to the tTU5tee5 on my examination of the accounts of The Leon Crouch Foundation for the year ended 31
March 2023.
Responsibilities and basls of report
As the cliarity tTU5tees of The Leon Crouch Foundation yoll are responsible for the preparation of the accounts
in accordance witli the requireinents of the Charities Act 2011 {'the Act.).
I report in respect of my examination of the The Leon Crouch Foundation's account5 carTied ollt under section
145 ofthe 2011 Act and in catrying out my examinatiot] I have followed all the applicable DiTections given by
the Charity Coinmis5ion under Section 145(51{b} of the Act.
INdependeNt ex#miNer's statement
Since The Leon Crouch Foundation's gross income exceeded £250,000 your examiner must be a member of a
body li%ted in section 145 of the 2011 Act. I confjrm that l am qualifjed to undertake the examination because I
am a member of the Insti￿te of Chartered Accountants in England and Wales, which is one of the listed bodies.
I have complctcd my cxamination. I confjrm that no matcrial matters havc comc to tny attcntion in conncction
with thc cxamination giving mc cau%c to bclicvc that in any matcrial rcspcct..
accounting records were not kept in respect of The Leon Crouch Foundation as required by section 130 of
the Act: or
2. the a¢counts do not accord wtth those records,. or
3. the account5 do not comply with the accounting requirement5 conceming the form and content of accounts
set out in the ChaTlties {Account5 and Reports) Regulations 2008 otlier than any requirement that the
accounts give a 'tTUe and fair view, which is not a matteT considered a5 part of an independent
examination.
I have no concerns and have come across no other matter8 in conneetion with the examination to which attention
should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
ned by..
Akn'•4A
$3tOED214W...........
Adiian Way FCA FCCA (a director ofj
PKF Francis Clark
Towmgate House
2-8 Parkstone Road
Poole
Dorset
BH152PW
Date..
09 January 2026
Page 5

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Statement of Finan¢ial Activities for the Year Ended 31 March 2023
Unrestricted
funds
Total
2023
Note
Income and Endowments from:
Donations and legacies
Funds transferred Irom unregistered charity
898,606
93,502
898,606
93,502
Total inLome
992.108
992,108
Expenditure on:
Chaiitable activities
{843,551}
{843,5511
Total expenditure
{843,551}
{843,5511
Net incorne
148,557
148,557
Net movement in funds
148,557
148,557
Reconciliation of funds
Total funds carried fotwaTd
10
148,557
148,557
All of thc charity'% activitic% dcrivc from continuing opcrations during thc abovc pcriod.
The notes on pages 9 to 12 ftsm an integtal part of these linancial statements.
Page 6

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
(Registration number: 1196077)
Balance Sheet as at 31 March 2023
2023
Note
Current assets
Cash at bank and in hand
149,891
Creditors: Amounts falling due within one year
11,3341
Net assets
148,557
Funds of the charity:
Unrestricted income funds
Unrestricted funds
148,557
Total funds
148,557
The financial Statements on page5 6 to 12 were approved by the trubtee5, and authorised for issue on
08 January. 20&FJ signed on their behalf by..
DOGUS￿nedty.
4NX4DFA¢XC6T4DP"
H L Leonaidi
Trustee
The notes on pages 9 to 12 ftsm an integtal part of these linancial statements.
Page 7

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Cash Flow Statement for the Year Ended 31 March 2023
2023
Note
Cash flows from operating activities
N¢t cash in¢om¢
148,557
Working capital adjustments
Increase in creditors
1,334
Net cash flows from operating activities
149,891
Net increase in cash and ca8h equivalents
149,891
Cash and cash equivalents at l April
Cash and cash equivalents at 31 March
149,891
All of the cash Ilows are derived from acquisitions in the current financial year.
The notes on pages 9 to 12 ftsm an integtal part of these linancial statements.
Page 8

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Notes to the Financial Statements for the Year Ended 31 March 2023
l Aceountlng polleies
Statement of Complia￿Ce
The financial statements have been prepared in accordance with the second edition of the Charities Statement of
Recommended Practice issued in October 2019, the Financial Reporting Standard applicable in ihe United
Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.
B#gis of preparation
The Leon Crouch Foundation meets the definition of a puhlic benefit entity under FRS 102. The accounts
{financial statements) have been prepared under the historical cost Convention with items recognised at Cost or
transaction value unless othenvise stated in the relevant notels) to these accounts.
Coing concern
Th¢ trnstees eonsider that there are no material uncertainties about the charity's ability to continue as a going
concern.
Ineomc and endowments
Voluntary income including donations, gifis, legacies and grants that provide core funding or are of a general
nature is Tecognised when the charity has et]titlement to the incorne, it IS PTobable that the income will be
received and the ainount can be Measured with sutTicient Teliability.
Dvnations legaeies
Donations and legacies are recognised on a receivable basis when receipt is probable and the amount can be
reliably measured.
Expenditure
All expenditure is recognised once there is a legal or ¢onstructive obligation to that expenditure, li is probable
settlement is required and the amount can be measured reliably. All costs are )Ilocated to the applicable
expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to
particular headings they have been allocated on a basis consistent with the use of resources, with central staff
costs allocated on the basis of time spent. and depreciation Charges allocated on the portion of the asset's use.
Oiher support costs are allocated based on the spread of staff costs.
Charitoble acliwitie5
Charitable expenditure comprises tIIose costs incurTed by the charity in the delivery of its activitie5 and 5ervice5
for its beneficiarie5. It includes both costs that can be allocated directly to such activities and those costs of an
indiiect natuie necessary to 5UPPOrt thetn.
Grontprovisions
Provisions for grants are made when the intention to make a grant has been communicated to the recipient but
there is uncertainty about either the timing of the grant or the amount of grant payable.
Covtrnanee costs
Thc%c incliidc thc cost% attributablc to thc charity'.% compliancc with con%titutional and statutory rcquircmcnts,
including audit, stratcgic Inar￿gernent and trn%tcc% mcctings and rcimburscd cxpcnscs.
Page 9

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Notes to the Financial Statements for the Year Ended 31 March 2023 (continued)
Cash and eash equivalents
Cash and cash cquivalcnt8 ¢ompris¢ cash on hand and call d¢posits, and oth¢r short-tcrni highly liqllid
investm¢nts that ar¢ rcadily convcrtiblc to a knowt] amount of Cash and ar¢ subjc¢t to an insignificant risk of
¢hangc in valu¢.
Fund strueture
Unrcstrictcd incom¢ fiinds ar¢ gcncral ￿ndS that ar¢ availabl¢ for lls¢ at th¢ trnst¢¢s discr¢tion in fi]rthcranc¢ of
th¢ obj¢ctiv¢s of th¢ charity-
2 Income from donations and legacies
Unrestricted
fund5
General
Total
2023
Donations and legacies.
Legacies
898,606
898,606
898,606
898,606
3 FuThd5 transferred from unregistered charity
Unrestrict¢d
funds
General
Total
funds
Funds transferred from unregistered charity l April 2022
93,502
93,502
93,502
93,502
4 Expendiknre OD charitable activities
Unrcstrletcd
funds
General
Total
funds
Legal fees
Bank charge5
Grallt ￿nding of activities
Gov¢rnanc¢ costs
6.107
30
835,000
2,414
6,107
30
835,000
2,414
843,551
843,551
Page I

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Notes to the Financial Statements for the Year Ended 31 March 2023 (continued)
5 Analvsis of govcrnancc and support eosts
Governance costs
Unrestricted
funds
General
Total
fund5
Independent examiner fees
Examination of the financial statements
Legal lees
1,200
,214
1,200
1,214
2,414
2,414
6 Gr4n¢-making
Below are details of grants made to institutions.
2023
Name of institution
Ukiaine
i 0,000
35,000
20,000
10,000
10,000
20,000
6,000
5.000
5,000
10,000
90,000
10,000
25,000
i 0,000
5,000
60,000
150,000
300,000
54,000
835,000
Steven Bernard
Whizz Kids
Royal S Blind
Lym Sailability
Compass Coun
Wateraid
NF MS Society
L)qn Football Club
AK Foundation
AnthonyKnight
Challenge AC
Simon Says
Lym BasicBank
Laurence Boys
DiveTse Abilities
L)qn HospitalL OF
Oakhavcn Ho%picc
Small grants under £5,000
Page I I

DoGusign Envelope ID.. 6DcO9BB&2￿l47E5-8cS9￿C07D1BC7G2C
The Leon Crouch Foundation
Notes to the Financial Statements for the Year Ended 31 March 2023 (continued)
7 Net Incomlngloutgolng resources
N¢t incomingloutgoing r¢sourc¢s for th¢ y¢ar includ¢.
2023
Independent examiners fee
1,200
8 Trnstees remuneratlon and cxpenses
No t￿ste¢S, nor any persons connected with them, have received any remuneration from the charity dllring the
year.
No trusiees have received any reimbursed expenses or any other benefits from the charity during the year.
9 Creditor5: amounts falling due withiTh one year
2023
Accruals
1,334
10 Fund5
Ineoming
resourees
Resourees
expended
Balance #t 31
Mareh 2023
Unrestricted funds
GeneTal
992,108
{843,551 }
148,557
11 Related partv transactlons
There WeTe no Telatcd party transactions in the year.
Page 12