CHARITY COMMISSION FOR ENGLANO ANO WALES Trustees, Annual Report for the period From 01 April 2023 Period start date to 31 March 2024 Period end date Charity name: HCR Hewitsons Charity Charity registration number: 1201265 Objectives and Activities SORP r•I•￿T￿* Summary ofthe purp￿9 ofthe eharity 09 Set out in its govornlrvJ document Parn 1.17 The CIO seek8 to support the ¢hathable ac11vit￿$ of organi5aiion$ and indNhluaL% for such charitsb￿ PLrposes Ifor the public ￿nefft) as are excluswety charit8b arxord*)g lo the laws of England and Wak8s a5 thetrU$tee9 may from time to d9temiing. It5 obieet¥ include previ8ion of suFyortfor any reglsts charity orio AJrth&rgny charitable pU￿0$e a$ B re¢oonised by thè Charty ¢omfta88bn ch05•n by the Trustee5. Surnmory ofthe maln aCtWtt￿ In rela￿.0ft to tho$e purpos85 for the publiG benefft. in particular. the acti¥it*$. projacts or servitks hY?nlbfiad In th8 a￿oUnts. PaTr 1 17 and 1.19 The trust. vla volunteers from the law HCR Leyal LLP, undertook a numbar offund rais1#9 eventsthroughout the year. The trust peiiodicalty rev￿w•d fvnds generated from these events and allw4ied grants ¢0 other ch8rib8$. to 5UPPOrt ihelr cau￿, aft8rundert8kin9 dWdi1￿en(8. Slatemnt confirniny Whet￿rth? trustees have h8d regard to ¢hg guKlance issued by the Charity CorTwnk8$iQn Qn publK benerrt Para1 18 The ttustees have co￿￿ered th8 guidance issued byt Charity Commss$lon on public bÈnefit and consider the alkncaibn olgrants aLrordin*. Additlonal Infomiatlon (optlonal) You ma choose to in¢lude further statements where relevant aboLrt: SORP r8fer8nc8 Pollw on grnnt making NIA P8r8 1.38 Policy on soBlal invesfvnt includirKJ program related Investment NIA Para 1.38 ContrlbutvJn madg by volunt••is NIA Para 1.38 Othèr NIA Achievements and Perforniance SORP reference Summary oflhe mahi a¢h￿VementS of Ihe charity. KlentfyNw the drffetenc• tho th8rity'5 work ha5 rnade to Ihe ctrcumsknn¢￿ of its benthaiies and any wbder tenefits to $ocièty as DurirvJ the year. the trust ra￿￿￿ frJTrJs thrO￿h 8 number of initiativ85- The tolal Inco￿ Into the trust durwq Ihe year amounted to Para 1.20 £85,019. There weio exc*ptK*nal donation5 in th• year of £63,937 relaling to the merger ofthe HCR Charity and th8 H￿￿$tOnS Charty into Ihe tyjrrtnt CIO. HCR LLP donat•d £2,998 oldijnl res*Jual b818nces to th• tN5t in the year. the Y¢art￿trust dhj nr*tg￿e any kndlvidual 9ran n excM$ 01£6,0W. The HCR frle%vitSon$ Chaiity rai8&I £18,oe4. Additional information {optional) You ma choose to Include further statements where relevant about.. A¢hWmonts a9aln6t obJO¢lr¥os strt NIA Para 1.41 PerfOrrnar￿* olfundiaising against ot¥ectNes set NIA Parn 1.41 Investment rerfonnanct against objecaNes NIA Para 1.41 Oth MIA Financial Review Para 1.21 Revlewof Ihe ckwity's finarKlal position at the eTrJ of the ￿rfod The Iw$t hebj a pJs*we bank balance atthe end 01thg anaal y•ar. Par8 1.22 Staternnt explalning the PDliry for hdding reseNe$ Stating whythey are held The tiust does not have a reseNes pollcy as it hs$ no mmitted txpendrtuw of overheads, Fund8 held art all banked and hdd at re(x)gnwd Hgh Street bank. Tru$tses ¥rill decYJ• on Chartt￿ to allocate unrestr4cled fvnds to. Para 1.22 Am¢unt of resew heb £62,905 Para 1.22 Reagons for holdlng z6ro ra8•￿$ NIA Para 1.24 D8tsits of fund malor*lly In def￿ NIA Parg 1.23 Explanation of any unwtainties abotrt thg ¢harity conti1u￿9 as a wng Thi8 Is a fomRd tharty whkh Ls exFecaed to contlnu forthe foreseeabk futurg. Addltlonal infomiation (optlonal) You ma choose to include further statements where relevant about: The tharlty's prfn¢xpal saurc85 of fvnd5 lindudlng onyfvndrnblngl NIA Parn 1.47 Inve$trMnt policy and oblec*v85 indudiw any 80cial investrnant polKy adoptsd NIA P•ro 1.46 A descript￿￿ of the prin¢lpo1 r faotvj the thadty WA Para 1.46 Other NIA Structure, Governance and Management Description ofchaFWs tru8ts.' Para 1.25 Typo of go¥erning docu￿￿nt Twust Deed Para 1.25 the chaty constththed? cio Para 1.25 Trustee sèledron metheds indudir¥J detaiL8 of any co￿titutional proviB*M5 .g. •18ction to P05t or narne of any person or btsjy 01)tthd to 8ppoinl ono or mre trusteeB Appolnted by truslees Additional inforniation (optlonal) You ma choose to include further statements where relevant aboutr. Pokles and precedures adopted for th8 inductljn aTrJ tralnlng oftrusleo$ NIA Para 1.51 The thwity 5 (Y9￿lsatIcffjal structwa and any w¥Jer netswrk with which the ¢hath works WA Para 1.51 Rekti)nstrip *ith any r•￿t￿j p8wti88 NIA Parn 1.51 Olher NIA Reference and Adm inistrative details Charity name HCR Hewrt$ons Char6ty Other narm the charty uses Harrison Cjark RIdKorb￿HCR L•gal LLP Register*J charty number 1201265 Ch8rfty8 prfn(*818ddress Harrisen Clark RiL*erby5 S Deansway Vwil 2JG Names of the charlty trustees who manago the charlty Dates acted 11 notfor whol• ear Trustee Mme offi￿ {If any) Nam• of p•rson lor body) •ntitlod to a olnt trust•B Ifan Adam Fineh 1410912023 Rgchd RO￿￿t$ 1410￿2023 )rirglThla Henley 1110412023 Colin Jon•s Daniel Curt Inger An$on 10 12 13 14 15 16 17 18 19 20 Cor rate trustees- names of the directors al the date the re Dlrector name NIA ri was a roved Name of trustees holding title to property belonging to the charty Dat•B acted If not for whole Trustee name WA Funds held as Custodian trustees on behalf of others Description oflhe o$8¢ts h?bJ in thls caPa￿tY NIA Narne and otpcls ofthg ¢harty on whos8 ￿ha￿th¢ 0$50ts are hold aThJ how th￿ f8lL8 Within th8 ￿8t0￿￿1n th8fity8 obj8Cts WA Details ofarrangements for safe stody and 8egregation of suth 8ssets Irorn th8 charfty$ rn¥n a$8ets WA Addltional Infomiation {OPtional Names and addresses of advisers (Optional inforniation) Type of Name Address adviser Name of chlof •xe¢utlv• or names of senlor staff mombers (Optional infomiation) NIA Exemptions from disclosure Reason for non4isclosure of ke ersonnel details NIA other o tional infomiation WA Declarations Tho trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's Irust8es Slgnatur8 Full namels Po8ltlon leg SeGretsry. Chair, etc) ADAM FINCH TRUSTEE Date Section B Statement of assets and liabilities at the end of the period Unrestricted funds to n•awggt£ Restrictsd fund8 EndLwm•nt funds Categories Details B1 Cash funds Cash gt bvjk Bnd in hqnd 61A05 Total cash funds 01AOS Unrestrl¢tsd funds to n•ar•st£ R•strict•d funds lo near•Bt£ Endowmont funds to ne8r•¥l£ D8tai15 D8biof8 1.500 Fund tvwhkh •SMt b•lon Colt lor￿•￿all rr*ntVAIu• Dètalls B3 Investment assets Funttto whl¢h a8s•t b•lon cUrrent￿lu0 Details Co8t loplk*no11 B4 A$8•ts retain￿ for th• charlty's own use to *Neh rolate8 DÈtalls lknblll al onal B5 Llabllltles Svjned by one or tNstees c behalf of all the t￿￿eeS Date of roval Signaturo Print Name Adam FiTh* CCXX R2 a¢¢ourts ISSI 27101r2025 CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the porlod from To Section A Receipts and payments Unr8slrict8d funds Restricted nds Endowment lunds Total funds L￿¢ year th• rwe¥t to the nearn&t£ toth• n•w•*£ A1 Receipts Donat￿$ and Legac￿3 FurMlstsarKrfw6d HCR Charfty 21.002 J6288 21.082 56288 Futvjsknr￿[W[Fd frem He*lsion8 Charfty Sub total(Gros8 income for AR) 85019 84119 A2 Assot and In¥esknent 9oleg. (see tsble)- ub total Total recelpts 85.019 I Payments Charitable Activilles 4114 Sub total 22.414 22,114 A4 A88et and investment purchasgs, Isoo tablel Sub total 22.114 22,114 Net ofre¢elpts/(payments) A5 Tr•nsf•rs bètween funds A6 Cash lund8 last year end Cash fvnds this year end 62,905 62.905 62,91J5 62.905 CCXK R1 aceowts IS51 2710112025 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** |**Report to the trustees**
**On accounts for the year**
**ended**
**Set out on pages**|HCR Hewitsons Charity|HCR Hewitsons Charity|HCR Hewitsons Charity| |---|---|---|---| ||||| ||31 March 2024|**Charity no**
**(if any)**|1201265| ||||| ||1 - 2
(remember to include the page numbers of additional sheets)||| I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/03/2024.** **Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent** The charity’s gross income exceeded £25,000 and I am qualified to **examiner's statement** undertake the examination by being a qualified member of ICAEW. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - the accounts did not accord with the accounting records; or - the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection 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. **Date:** 28/01/2025 **Signed: Name:** Felicity Sang **Relevant professional** FCA **qualification(s) or body (if any):** 1 **Oct 2018** **IER** **Address:** Hazlewoods LLP, Staverton Court, Staverton, GL51 0UX ## **Section B Disclosure** Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . 2 **Oct 2018** **IER**