GODDARD FAMILY FOUNDATION FINANCIAL STATEMEKrs FOR THE PERIOD ENDED 31ST DECEMBER 2025
Goddard Famity Foundation Details of the Foundation Trustees Sharfie Goddard (Chairman) Gertie Go(klard Alex Gldard Address for Correspondence Mardleybury Manor Reed End Royston HertshIre SG8 9RL Registered Charity Number 1209702 Independent Examiner Richard Crane Asplins Fam Toft Road Harthwick Cambrmjgeshire CB23 7QX Page 2
Goddard Family Foundatbon Trustw. Report for the year ended 31 Decembor 2025 The Trustees present their report and finantsal statements forthe year ended 31" December 2025. Status and Objects By a deed dated 22nd August 2024. Sharlie (>)ddard ueated the Goddard Famiw Foundation by settling £2,000,000 into The Foundation. The trustees used this cash sum to purchase investments through a professional fund manager, as speufth in the trust deed. The £2.000,000 has been invested. The trustees appty the inves1ml income arising to make payments to charitable purposes as they see fft. whose work iswithin the objects specified in the Irust deed of The Goddard Foundation. During this start up year the Foundation did not make any grants to other charities, since the year end il has-once the income out of the FQrtfolio was established. Trustees The trustees who served during the year were: Shadie Goddard (Chaiman) Gertie Goddard Alex Goddard The trustees are not subject to peri[1 re-election. Statement of Trusteos, Responsibilltles Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which gives a true and fair view of the Foundation's financial activities during the year and of its financial position at the end of the year. In preparing financial stalements giving a true and fair view. the trustees shoukl follow best practice and select suitable accounting policies and apply them consistently. make judgements and estimates that a reasonable ana pruuern", state whether applicable accounting standards and statements ofrecommended practice have been followed. subj'ect lo any departures disclosed and explained in the financial stalements; prepare the financial stements on the going concem basis unless it is inappropriate to assume that the Foundion will be able to continue to meet its objectNes. The trustees are responsible for kping accountiig rrdS whth disclose wth reasonable accuracy the financial posttion of Ihe Foundation and which enable them to ascertain the financial position of the Foundation and which enable them to ensure thal the financial statements comply with the Charities Act 1993 and regulations made thereunder. The trustees are responsible for safeguarding the assels of the charity and hen for laking reasonable steps for the prevention of fraud and other irregularities. Page 3
Investment Powers By the trust deed. the trustees are gNen wide pcwers of investment. A¢Uvities and Flnanclal statnents The activities for the year are set out in the attached financial statements. In this first period the trust made donation in &oNdance with its charitable objects, to other charities totsling £0. The onty expendilure was stcthrokers, fees of £8.155. At 31st Dewnbei 2025 the trust fvnd had net assets of £2,149,821. Oryanlsation The tTuslees set out the general policy of the Foundation and detennine charitable distributions. ON BEHALF OF THE TRUSTEES Sharlie Goddard Chalrman ITI Paje 4
Goddard Family Foundation Independent Examinerfs Report to the Truste85 for tho year ended 31" Decembw 2025 I have examined the financial statements the year ended 31a December 2025. Respective Responslbilitles of Trustees and Examiner As the Foundation's trustees you a responsible for the preparatKJn of the financial statemenls and you consider that the audit requireme of Section 4312) of the Charltws Act 1993 (the A¢t} does nol appty. It is my responsibility to stste, on the basis of procedures specified in the General Directions given by the Charty Commission under SeCtn 43(7){b) of the Ad, wher particular matters have come to my attention. 8asls ollndependent Examin*s Report My examination was carried out in a¢anCe with the Genal Directions given by the Charity Commissioners. An examination includes a revpw of the lUntIng records kept by the Foundation and a Comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosu in the financial statements and seeking explanations from you as trustees conceming any such matters. The pr(xedures undertaken do no provide all the evhjence that would be required in an audtt. and consequentty I do not express an audit opinion on the Vbew gNen by the financial statements. Independent E¥aminePs Ststement In connection with our examination. no matter has come to my attention.. 1. which gives me reasonable cause to believe that in any material spect the requirements: to keep accounting records in accordance with section 41 of the Act: and o to prepare financial ststements which accord with the accounling records.. and to compty with the accounting requirements of the Act have not been met", and that Ihe statemeDt of accounts does not compty with any rg]uirements of regulation 3 of the Charity (Accounts and Repts) Regulations 1995, except the requirements
wified in paraaraph 1 of Part111 of Schedule 1 to those Regulations", or
- to which in my opinion, attenn should be drwwn in order to enable a proper understanding of the financial statements to be reached. W R T Crane ACA 21 J.% lL Page 5
Goddard Family Foundatlon Balance Sheet at 3151 December 2025 2025 2025 Inveslm•nts (at market value) Quoted securities 2,149.821 Current Assets Cash at stockbrokets 22.763 Cash at bank 63.119 Deferred income Flnanced b Capital Account Donation ceiVed 2.0(Kl.OC(J Movement in Investment Values 155 881 Balan at 31 December 2025 2,155,881 Income Account Ipage 7) P4e6
Goddard Famity Foundalion Income A¢¢ount for the year ended 31" DeCnber 2025 2025 Income Dividends & interest on quoted investments Profft on sale of investsnents 46,265 9,836 Interest 10.147 Less Expenditure Stockbrokerfs fees Balance of Income Account at 31 Dernber 2025 Page 7