2025-12-01-accounts - The Gates Family Foundation

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Trustees' Annual Report for the period

Period start date Period end date 01 01 2025 31 12 2025

From

Section A Reference and administration details

Charity name The Gates Family Foundation

Other names charity is known by Registered charity number (if any) 1201452

Charity's principal address Boldre Bridge House

Rodlease Lane, Boldre, Lymington Postcode SO41 5PB

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Stephen Gates
2 Kirsten Gates
3 Cameron Gates
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5
6
7
8
9
10
11
12
13
14
15
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

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Name Dates acted if not for whole period
AS ABOVE
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March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser Name Address

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

Section B Structure, governance and management

Description of the charity’s trusts

CIO-Foundation registered 23 December 2022 Type of governing document

(eg. trust deed, constitution)

Trust with 3 Trustees How the charity is constituted (eg. trust, association, company) Appointed by existing Trustees based upon experience and aptitude Trustee selection methods

(eg. trust, association, company)

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

The Foundation’s policy is to advance such charitable purposes (according to the law of England and Wales) for the public benefit.

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

March 2012

TAR

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

During the period, the Foundation made the following donations for charitable purposes:

£5,000 to Boldre Church Trust – Reg Charity no. 1040210 £301 to Oak Haven Hospice – Reg Charity no. 900215

£22,080 to The Churchill Foundation – Reg Charity no. 1164320 £302 to Abby’s Heroes – Reg Charity no. 1170676

£1,850 to Gerard Basset Foundation – Registered Charity no. £1,000 to Scarf McCulloch – Registered Charity no. 1015081 £3,021 to Jumbelee Ltd St. Neots – Registered Charity no. 1170676

Total - £33,554

March 2012

TAR

Section E Financial review

Brief statement of the charity’s policy on reserves

The trustees have decided not to make any reserve transfers from income.

Details of any funds materially in deficit

N/A

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) MR STEPHEN GATES

Position (eg Secretary, Chair, TRUSTEE etc)

Date 15 May 2026

March 2012

TAR

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The Gates Family Foundation 1201452
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/01/2025 31/12/2025
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 40,000 - - 40,000 29,360
Interest received 364 - - 364 484
- - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - 40,364 29,844
Sub total (Gross income for AR) [ 40,364 ]
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 40,364 - - 40,364 29,844
A3 Payments
Donations 33,554 - - 33,554 32,338
Bank charges 541 - - 541 362
Accountancy 840 - - 840 840
Other expenses - - - - 86
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 34,935 ] - - 34,935 33,626
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 34,935 - - 34,935 33,626
Net of receipts/(payments) 5,430 - - 5,430 - 3,782
A5 Transfers between funds - - - - -
A6 Cash funds last year end 25,927 - - 25,927 29,709
Cash funds this year end 31,357 - - 31,357 25,927
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Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds	Cash at bank Details	Unrestricted funds to nearest £ 31,357	Restricted funds to nearest £ -	Endowment funds to nearest £ -

Signed by one or two trustees on behalf of all the trustees B5 Liabilities B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets	Signature Details Details Details Details *Total cash funds* (agree balances with receipts and payments account(s))	- - 31,357 - 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 Mr Stephen Gates	-
			- OK
			Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 15 May 2026

The Gates Family Foundation

Independent examiner's report to the trustees of The Gates Family Foundation

I report to the charity trustees on my examination of the accounts of The Gates Family Foundation for the period ended 31 December 2025.

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the 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 Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or
the accounts do not accord with those records; or
the accounts do 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.

TC Group

Daniel Robins FCCA

TC Group

2 Lake End Court Taplow Road Maidenhead Berkshire SL6 0JQ

15 May 2026

Date: .............................................