Trustees’ Annual Report for the period
From 6[th] April 2021 Period start date To 5[th] April 2022 Period end date Charity name: The Ron Hancock Foundation
Charity registration number: 209526
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To support and make donations to such charitable organisations as the Trustees may from time to time select. Charitable objectives The Charity's funds are held to be applied towards such charitable purposes at the Trustees discretion. The Trustees make a number of charitable donations each year. |
| 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 |
Donations of a total of £95,500 made to the following charities Phab £25,000 Horsley and Bookham RDA £25,000 Stella Hancock Riding Group £25,000 Ali's Gift £2,500 Compass Community Arts £5,000 Ellen Macarthur Cancer Trust £10,000 West Horsley PCC - St Mary's Church £2,500 |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Public benefit The Trustees confirm that they have complied with the duty in Section 4 of the Charities Act 2011 to have regard to the public benefit guidance published by the Charity Commission. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Para 1.38 | |
| Policy on grant making |
Page 1of 7
TAR-DOC 2022.docx
Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
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 | All donations were made to other charities which provide services to beneficiaries. Phab – Assisting Phsically Handicapped and Able Bodied people Horsley and Bookham RDA (Riding for the Disabled) Stella Hancock Riding - Group Carriage driving activities Ali's Gift – providing grants to people with Cystic Fibrosis Compass Community Arts – supporting people with learning difficulties Ellen Macarthur Cancer Trust – activities supporting young people recovering form cancer West Horsley PCC - St Mary's Church – Church activities |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Page 2of 7
TAR-DOC 2022.docx
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the Financial period the charity held £83,131 in cash and £466,306 in investments |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Cash held for future payments to other charities |
| Amount of reserves held | Para 1.22 | £466,306 in investments |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
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 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal Para 1.46 risks facing the charity Other
Page 3of 7
TAR-DOC 2022.docx
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 | Unincorporated |
| 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 | Trustees appointed by existing trustees between 2 and 4 |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charityname | The Ron Hancock Foundation |
|---|---|
| Other name the charity uses | N/a |
| Registered charitynumber | 209526 |
| Charity’s principal address | 70 Drax Avenue, London SW20 0EY |
Page 4of 7
TAR-DOC 2022.docx
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Pauline Hancock | ||||
| Susan Thompson | ||||
– 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 | ||
Page 5of 7
TAR-DOC 2022.docx
Funds held as custodian trustees on behalf of others
Description of the assets N/a held in this capacity Name and objects of the N/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/a safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
|---|---|---|
| N/a | ||
| 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
Page 6of 7
TAR-DOC 2022.docx
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) Susan Christina Thompson Position (eg Secretary, Secretary Chair, etc) Date
Page 7of 7
TAR-DOC 2022.docx
REGISTERED CHARITY NUMBER: 209526
REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2022
FOR
THE RON HANCOCK FOUNDATION
THE RON HANCOCK FOUNDATION
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5TH APRIL 2022
| Reference and administrative details | 1 |
|---|---|
| Report of the Trustees | 2-3 |
| Statement of Financial Activities | 4 |
| Balance Sheet | 5 |
| Notes to the Financial Statements | 6-7 |
| Detailed Statement of Financial Activities | 8 |
THE RON HANCOCK FOUNDATION
REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 5TH APRIL 2022
Charity name The Ron Hancock Foundation Registered charity number 209526 Trustees P M Hancock S C Thompson Principal address Hillside Farm Shere Road Surrey KT24 6ER
Page 1
THE RON HANCOCK FOUNDATION
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 5TH APRIL 2022
The Trustees present their report with the financial statements of the Charity for the year ended 5th April 2022. The Trustees have adopted the provisions of the Statement of Recommended Practice: Accounting and Reporting by Charities: Charities SORP FRSSE and the Charities Act 201 1.
STRUCTURE, GOVERNANCE AND MANAGEMENT
The Charity was established in 1953 to commemorate the name of Philip Hancock. In later years the name was changed to reflect the benefactor’s name. The foundation has money invested and receives income from those investments together with income from two deeds of covenant. The Trustees apply the income and the capital from time to time for charitable purposes at their discretion.
Governing document
The Charity is controlled by its governing document, a deed of trust, and constitutes an unincorporated charity.
OBJECTIVES AND ACTIVITIES
Charitable objectives
The Charity's funds are held to be applied towards such charitable purposes at the Trustees discretion.
The Trustees make a number of charitable donations each year.
Public benefit
The Trustees confirm that they have complied with the duty in Section 4 of the Charities Act 2011 to have regard to the public benefit guidance published by the Charity Commission.
ACHIEVEMENTS AND PERFORMANCE
During the year the Charity received £230,000 from realising part of the investment portfolio.
7 charitable donations were made to 7 charities totalling £95,000.
These are detailed on page 8 of the accounts. Charities were chosen from a long list of potential candidates with a focus on charities which Ron Hancock had supported in the past.
FINANCIAL REVIEW
Grants policy
For the financial period 6 April 2021 to 5 April 2022, no money was donated.
Reserves policy
The Trustees have considered their retained cash balances and feel that they are appropriate to cover anticipated expenditure and contingencies during the next accounting year.
Page 2
THE RON HANCOCK FOUNDATION
Risk management
The Trustees have a duty to identify and review the risks to which the Charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.
Approved by order of the board of trustees on …………………………………….. and signed on its behalf by:
…………………………………………………….
S C Thompson
Page 3
THE RON HANCOCK FOUNDATION
STATEMENT Of FINANCIAL ACTIVITIES FOR YEAR ENDED 5TH APRIL 2022
| - | 2022 | |||
|---|---|---|---|---|
| Notes | Unrestricted | 2021 Total | ||
| Income from | funds (£) | funds (£) | ||
| Donations and legacies | ||||
| Investments | 169,987 | - | ||
| Total income | 169,987 | - | ||
| Expenditure on | ||||
| Charitable activities | 95,000 | |||
| Other | ||||
| Total expenditure | 95,000 | - | ||
| Net (expenditure)/income | 74,987 | 0 | ||
| RECONCILIATION OF FUNDS | ||||
| Increase in Cash in Bank | 78,708 | |||
| Reduction/Increase in investments | - 35,845 | 25,769 | ||
| Total funds brought forward | 506,574 | 480,805 | ||
| TOTAL FUNDS CARRIED FORWARD | 549,437 | 506,574 |
The notes form part of these financial statements
Page 4
THE RON HANCOCK FOUNDATION
BALANCE SHEET
AS AT 5TH APRIL 2022
| AS AT 5TH APRIL | AS AT 5TH APRIL | AS AT 5TH APRIL | ||||
|---|---|---|---|---|---|---|
| 2022 | ||||||
| Notes | Unrestricted | 2021 Total | ||||
| CURRENT ASSETS | funds (£) | funds (£) | ||||
| Debtors | ||||||
| Legacy | - | - | ||||
| Investments | 466,306 | 502,151 | ||||
| Cash at Bank | 83,131 | 4,423 | ||||
| 549,437 | 506,574 | |||||
| NET CURRENT ASSETS | 549,437 | 506,574 | ||||
| TOTAL ASSETS LESS CURRENT LIABILITIES | 549,437 | 506,574 | ||||
| NET ASSETS | 549,437 | 506,574 | ||||
| FUNDS | ||||||
| Unrestricted Funds | 549,437 | 506,574 | ||||
| TOTAL FUNDS | 549,437 | 506,574 | ||||
The notes form part of these financial statements
Page 5
THE RON HANCOCK FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 5TH APRIL 2022
1. ACCOUNTING POLICIES
Accounting convention
The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective January 2015), the Charities Act 2011 and the requirements of the Statement of Recommended Practice, Accounting and reporting by Charities.
Income
All incoming resources are included on the Statement of Financial activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.
Expenses
Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
Taxation
The charity is exempt from tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
2. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 5 April 2022 nor for the year ended 5 April 2021.
Trustees' expenses
There were no trustees' expenses paid for the year ended 5 April 2022 nor for the year ended 5 April 2021.
Page 6
THE RON HANCOCK FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5TH APRIL 2022
3. MOVEMENT IN FUNDS
| Unrestricted funds General fund TOTAL FUNDS Net movement in funds, included in the above are as follows: Unrestricted funds General fund TOTAL FUNDS |
At 6.4.21 £ 506,574 506,574 Income £ 169,987 169,987 |
Net movement in funds £ 42,863 42,863 Expenses £ 95,000 95,000 |
At 5.4.22 £ 549,437 |
|---|---|---|---|
| 549,437 | |||
| Movement in funds £ 74,987 |
|||
| 74,987 |
Page 7
THE RON HANCOCK FOUNDATION
DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5TH APRIL 2022
| 2022 | 2021 | |||||
|---|---|---|---|---|---|---|
| £ | £ | £ | £ | |||
| Income from | ||||||
| Donations and legacies | ||||||
| Donations | 0 | 0 | ||||
| Investments | ||||||
| Investment gains | 169,987 | - | ||||
| Total income | 169,987 | 0 | ||||
| Expenditure on | ||||||
| Other | ||||||
| Bank Charges | ||||||
| Charitable activities | ||||||
| Donations made | ||||||
| Phab | 25,000 | |||||
| Horsleyand Bookham RDA | 25,000 | |||||
| The Royal British Legion | ||||||
| Stella Hancock RidingGroup | 25,000 | |||||
| Ali's Gift | 2,500 | |||||
| Compass CommunityArts | 5,000 | |||||
| SeeAbility | ||||||
| Ellen Macarthur Cancer Trust | 10,000 | |||||
| Alzheimer's Society | ||||||
| The Lifetrain Trust | ||||||
| British Heart Foundation | ||||||
| Marie Curie | ||||||
| Children's Adventure Farm Trust | ||||||
| Salvation Army | ||||||
| World Cancer Trust | ||||||
| RSA YoungFellows | ||||||
| V E Lodge | ||||||
| West HorsleyPCC - St Mary's Church | 2500 | |||||
| 95,000 | 0 | |||||
| 95,000 | 0 | |||||
| Total expenses | ||||||
| Net(expenditure)/income | 74,987 | 0 | ||||
This page does not form part of the statutory financial statements
Page 8
(HARITI COMMISSION FOR GLAND thD WAiES Ind•p•nd•nt •xamin•rfs r•port on th• aG¢ounts Sort A Ind•p•nd•nt EMmln•r's R•port Chnntyp4D Thc Ron Han¢LKk Tround&liun 20932 On •¢¢ountsforth• y•a •nd•d Aprti 2022 Ch•rtty Do Ibt inyl 8•t on p•y•s . I rerrfrt lo tho 8188&¢n my examinatbon ol tho ac¢ount•ofth• •bO¥• r¢h8 Tw81'l forlhe yéar ondèd OW0412tya2 6 thè 18nty'8tru¥ts88, you 4r¢ r88ponilt40 for the weparatth ofthe alnts In 8ccordanc• th th• rwlromènt• orth& cho•$ 2011 C# I r8portln respectol my ex&mInaOn olthe ac{urts¢8d uTrJor 88Lon 145 01 the 2011 Act8nd In (arrwng oul my •xamln•lion, I ha¥0 folltrwed 811 the al¢able DirocbonB gen by th¥ Chwlty Ctyfimi88tyJn under ¥¢ction 14qSl(bl ofth• Aet. The d)arW6 aro98 lThyJme exce8 £25.LMJ) but dld not exteed £250.OCK) and I gm quallned to undort8k8 the 8xamlnatlon by tdng a qualffl•d m•mtr of fv Inslilut8 of Chartered Aox)unt8ntD Englqnd andW•s Irx•¢4na ¢&to mfimhwghip number 73741} Ind•p•nd•nt •x•mln•rfs I hove u)mpted my ex•mlnatkn. l ¢t m$tsrial m8ttor8 havo m• to my attention it) COMOOn ox&minalm whKh ll1 m• (au•è to beliève that in, any m8lerb81 re8ped. • ts 8¢xounlNJ record8 ware Mt kapl In •ctrxd•nc• wth M¢tk)n 130 of the chort&¥ Act,. or . th• #¢xourrtB dld not acJ>)rd wlh tho accounbng r80)rd¥', • th• 8rzounts dld not cthnpty wbth Iha p1¢abl• requirwnents ccfK¢mlNJ the fomi and eontent ol accounts eet in tho Charth8 IAccw)ts and RePts1 Raguktkns 2(J)8 other than any wulrem8ntthattho acLx)unts ofve a'tDJe and fall, viewwhth noi a matt•r ¢ymkl•T•d port 01 •Th I0p6ndent examinatton. I have m) th)nM8 and havg come aryom no otsr matte¥• In o)nn•¢l th Ihe examinaOn to whlL attentlon oltrsjld bo dra In thi8 Teport in order to enabl8 a prop•r undar1tarlrVj ol Ihtt 8¢coun16 to be rè¥h8d. ' Pl•ase d•lele words in th brackets Illhgydo not8pply. 81un•d: N•m•'. Kgnnelh Robert Your R•l•vnt prof•s$ton•l qu•llfi¢atloii(sl or botty I In$btute ofCharter8d Ar£ountsnts EThJId andW)leB Ipra¢*lNJ c¢rlifl¢ate MornhIp Thjmber 73307411 Addrnss: 119 Cambridge road London SW20 OPS