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2025-03-31-accounts

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

Trustees’ Annual Report for the period

From 01 April 2024 Period start date to 31 March 2025 Period end date

Charity name: HCR Hewitsons Charity

Charity registration number: 1201265

Objectives and Activities

SORP reference
Summary of the purposes of the
charity as set out in its governing
document		 Para 1.17 The CIO seeks to support the charitable activities of
organisations and individuals for such charitable purposes
(for the public benefit) as are exclusively charitable
according to the laws of England and Wales as the trustees
may from time to time determine.
Its objects include provision of support for any registered
charity or to further any charitable purpose as is recognised
by the Charity Commission chosen by the Trustees.
Summary of the main activities in
relation to those purposes for the
public benefit, in particular, the
activities, projects or services identified
in the accounts.		 Para 1.17 and
1.19		 The trust, via volunteers from the law firm HCR Legal LLP,
undertook a number of fund-raising events throughout the
year. The trust periodically reviewed funds generated from
these events and allocated grants to other charities, to
support their causes, after undertaking due diligence.
Statement confirming whether the
trustees have had regard to the
guidance issued by the Charity
Commission on public benefit		 Para 1.18 The trustees have considered the guidance issued by the
Charity Commission on public benefit and consider the
allocation of grants accordingly.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 N/A
Policy on social investment including
program related investment		 Para 1.38 N/A
Contribution made by volunteers Para 1.38 N/A
Other N/A

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

Achievements and Performance

SORP reference
Summary of the main achievements of
the charity, identifying the difference
the charity’s work has made to the
circumstances of its beneficiaries and
any wider benefits to society as a
whole.		 Para 1.20 During the year, the trust raised funds through a number of
initiatives –
The total income into the trust during the year amounted to
£55,879 (2024: £85,019).
In the prior year there were exceptional donations in the
year of £62,816 relating to the merger of the HCR Charity
and the Hewistons Charity into the current CIO.
HCR LLP donated £3,204 (2024: £2,998) of client residual
balances to the trust in the year.
During the year the trust did not give any individual grants
in excess of £6,000.
The HCR Hewitsons Charity raised £55,879.
Additional information (optional)
You may choose to include further statements		 where relevant about:
Achievements against objectives set Para 1.41 N/A
Performance of fundraising activities
against objectives set		 Para 1.41 N/A
Investment performance against
objectives		 Para 1.41 N/A
Other N/A

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

Financial Review

Financial Review
Review of the charity’s financial
position at the end of the period		 Para 1.21 The trust held a positive bank balance at the end of the
financial year.
Statement explaining the policy for
holding reserves stating why they are
held		 Para 1.22 The trust does not have a reserves policy as it has no
committed expenditure of overheads. Funds held are all
banked and held at recognised High Street bank.
Trustees will decide on charities to allocate unrestricted
funds to.
Amount of reserves held Para 1.22 £85,476
Reasons for holding zero reserves Para 1.22 N/A
Details of fund materially in deficit Para 1.24 N/A
Explanation of any uncertainties about
the charity continuing as a going
concern		 Para 1.23 The Trustees assess whether the use of the going concern
basis is appropriate, i.e whether there are any uncertainties
related to events of conditions that may cast significant
doubt over the ability of the Charity o continue as a going
concern. On review, the Trustees have concluded that they
are to adopt the going concern basis in preparing these
financial statements.

Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds
(including any fundraising)		 Para 1.47 N/A
Investment policy and objectives
including any social investment policy
adopted		 Para 1.46 N/A
A description of the principal risks
facing the charity		 Para 1.46 N/A
Other N/A

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Trust Deed
How is the charity constituted?
(e.g unincorporated association, CIO)		 Para 1.25 CIO
Trustee selection methods including
details of any constitutional provisions
e.g. election to post or name of any
person or body entitled to appoint one
or more trustees		 Para 1.25 Appointed by trustees

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for
the induction and training of trustees		 Para 1.51 N/A
The charity’s organisational structure
and any wider network with which the
charity works		 Para 1.51 N/A
Relationship with any related parties Para 1.51 N/A
Other N/A

Reference and Administrative details

Charity name HCR Hewitsons Charity
Other name the charity uses Harrison Clark Rickerbys/HCR Legal LLP
Registered charity number 1201265
Charity’s principal address Harrison Clark Rickerbys
5 Deansway
Worcester
WR1 2JG

Names of the charity trustees who manage the charity

1
2
3
4		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Adam Finch
Rachel Roberts
Colin Jones
Daniel Curtis

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Inger Anson
Gurinder Hayer From 16/01/2025
Rachel Gwynne From 16/01/2025
Virginia Henley Until 16/09/2024

– Corporate trustees names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
N/A

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

Funds held as custodian trustees on behalf of others

Description of the assets held in this
capacity		 N/A
Name and objects of the charity on
whose behalf the assets are held and
how this falls within the custodian
charity’s objects		 N/A
Details of arrangements for safe
custody and segregation of such assets
from the charity’s own assets		 N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address
adviser

Name of chief executive or names of senior staff members (Optional information)

N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s)[ADAM FINCH ] Position (eg Secretary, TRUSTEE Chair, etc) Date 14/7/2025

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

HCR Hewitsons Charity 1201265 Receipts and payments accounts CC16a For the period 01-Apr-24 31-Mar-25 To from

Section A Receipts and payments Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £		 Restricted
funds
to the nearest £		 Endowment
funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
Donations and Legacies 55,844 - - 55,844 21,082
Other tradingactivity - - - - -
Interest income 35 - - 35 -
Funds transferred from HCR charity - - - - 56,288
Funds transferred from Hewitsons Charity - - - - 7,649
- - - - -
- - - - -
- - - - -
Sub total(Gross income for
AR)		 55,879 - - 55,879 85,019
A2 Asset and investment sales,
(see table).
- -
- - -
Sub total - - -
Total receipts
A3 Payments
85,019
Charitable Activities 31,807 - - 31,807 22,114
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
**Sub total ** 31,807 - - 31,807 22,114
A4 Asset and investment
purchases, (see table)
- -
- -
**Sub total ** - - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
22,114
24,072 24,072 62,905
- - -
61,404 61,404 -
85,476 85,476 62,905

CCXX R1 accounts (SS)

20/06/2025

1

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Cash at bank and in hand
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Details
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
85,476
-
-
-
-
-
85,476
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Adam Finch
 Endowment
funds
to nearest £
61,405
-
-
61,405
Agreement Error
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Adam Finch 14/7/2025

CCXX R2 accounts (SS)

20/06/2025

2

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

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 2025 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 31/03/2025

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 I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

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.

Signed: Date: 14/7/2025 Name: Felicity Sang Relevant professional FCA qualification(s) or body (if any): Address: Hazlewoods LLP, Staverton Court, Staverton, GL51 0UX

Oct 2018

1

IER

Docusign Envelope ID: 885A174B-41CC-4ED7-AFE2-1A13B55C007B

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 .

Oct 2018

2

IER