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: - 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. **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**