NORMANSFIELD AND RICHMOND FOUNDATION
ANNUAL REPORT FOR THE YEAR ENDED 31[ST] DECEMBER 2025 from Lydia Hansbury, Chair
Management
Our registered Charity address continues to be the Richmond Mencap office, 342 Richmond Road, Twickenham TW1 2DU and our registered Charity number remains 210144.
Our Management Committee (trustees) comprises: Lydia Hansbury - Chair Denise Carr - Treasurer Caroline Barrett Di Bidwell Pip Butterworth Deb Carr-Hill Ian Jones-Healy Richard Poxton Nicky Rayner Susie Rowan
The Foundation held four Management Committee meetings during the year. In addition, the Treasurer and I have consulted on grant applications as and when received and, where appropriate, either made a decision (reported back to the next Committee meeting for ratification) or referred the application to the full Committee prior to an award being made. This system enables us to release funds in a timely manner to the people in need.
Finance
I am very pleased to report that our finances remain in a very strong position. This is due in no small measure to our Treasurer’s stewardship of the Investment Portfolio. She provides clear reports and analysis to the Committee, enabling the trustees to make appropriate decisions regarding finances throughout the year.
Grants Agreed
During the financial year to 30 June 2025 the Management Committee awarded grants totalling £50,476.
The grants to organisations included Crossroads Care, Horse Rangers Association, the United Response Tuesday Club, Richmond Mencap, the Otakar Kraus Music Trust and United Response Dukes Place.
Grants to individuals were £25,601, being £16,850 for furniture/furnishings; £6,301 for holidays; and £2,450 for leisure. The range of items, equipment and activities being supported has been more varied.
General
It has been a real pleasure to work with my colleagues on the Committee. I am particularly grateful to Ian for the wealth of knowledge, expertise and advice he has brought to the development of our new website.
It was a joy to present the Butterfly awards to 9 worthy winners at the Learning Disability Awareness Week event in June. We will continue to work closely with Richmond Mencap to ensure that the information about the annual Butterfly Award nomination process reaches as many people as possible.
I am, as always, indebted to my fellow trustees for their time, good humour and continued commitment to the Foundation, and I look forward to working with them in the coming year.
Lydia Hansbury, Chair
30 December 2025
NORMANSFIELD & RICHMOND FOUNDATION
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR TO 30 JUNE 2025
| 2025 | 2024 | |
|---|---|---|
| £ | £ | |
| Income: Donations |
3,875 | 3,875 |
| Investments |
54,869 | 60,499 |
| Other |
- | 85 |
| Total Income |
58,744 |
64,459 |
| Direct Charitable Expenditure : |
||
| Grants to Individuals |
25,601 | 34,707 |
| Crossroads Care |
8,000 | 8,000 |
| Horse Rangers Association |
6,200 | - |
| Otakar Kraus Music Trust |
5,310 | 5,220 |
| Richmond Mencap |
1,840 | 11,000 |
| United Response: Tuesday Group | 1,500 | - |
| Butterfly Awards: 2024 & 2025 | 1,500 | - |
| United Response: Dukes Place | 500 | - |
| Royal Society Mencap | 25 | 25 |
| The People Hive | - | 9,670 |
| Gateway Club | - | 6,941 |
| Disability Challengers | - | 3,500 |
| Downs Syndrome Association | - | 3,500 |
| Chirpy Cheeps | - | 1,000 |
| Shared Lives | - | 500 |
| Sub-total 50,476 | 84,063 | |
| Winters Webb: website | 399 | - |
| Richmond Mencap: Admin Expenses | 300 | 300 |
| AGM: refreshments & postage | 104 | - |
| Total Expenditure |
51,279 |
84,363 |
| Net surplus (deficit) for the year |
7,465 | (19,904) |
| Plus Fund Balance at start of year 1,721,546 | 1,682,052 | |
| Increase (decrease) in investments | 81,808 | 59,398 |
Fund Balance at year end
1,721,546
1,810,819
NORMANSFIELD & RICHMOND FOUNDATION BALANCE SHEET AS AT 30 JUNE 2025
| 2025 | 2024 | |
|---|---|---|
| £ | £ | |
| Fixed Assets: | ||
| Investment Portfolio | 1, 770,658 | 1,720,571 |
| Current Assets: | ||
| Current Account | 44,701 |
15,945 |
| Current Liabilities: | ||
| Uncleared cheques | 4,540 | 14,970 |
| TOTAL ASSETS | 1, 810,819 | 1,721,546 |
| FUND BALANCE | 1,810,819 | 1,721,546 |
- Changes to the Investment Portfolio during the year:
| £ | ||
|---|---|---|
| Portfolio valuation as at 1 July 2024 | 1,720,571 | |
| Plus acquisitions: | Nil | |
| Less sales: United Utilities | £19,251 | |
| Land Securities | £7,703 | |
| M&G |
£4,767 | 31,721 |
| £1,688,850 |
Portfolio valuation as at 30 June 2025 (see overleaf) £1,770,658 Net increase (decrease) in value during the year £81,808
- Trustees Expenses – No members of the Committee nor any person connected with them received or are due any remuneration for the year directly or indirectly from the charity’s funds.
Approved by the Trustees on: 19 January 2026
Signed on their behalf by: Denise Carr, Treasurer
NORMANSFIELD & RICHMOND FOUNDATION
INVESTMENT PORTFOLIO AS AT 30 JUNE 2025
| £ | ||
|---|---|---|
| 274,416 | Newton Growth & Income Fund for Charities | 504,074 |
| 60,208 | Family Investments: Family Charities Ethical Trust | 393,099 |
| 234,119 | Charities Property Fund |
282,629 |
| 163,813 | Diversified Property Fund for Charities | 243,262 |
| 94,554 | Newton Ethically Screened Fund for Charities | 190,374 |
| 30,519 | EdenTree Responsible & Sustainable | |
| European Equity Fund |
123,509 | |
| 2,500 | Prudential shares of 5p | 22,795 |
| 996 | WH Smith ordinary shares of 20p | 10,916 |
TOTAL PORTFOLIO VALUE AS AT 30 JUNE 2025 £1,770,658
Changes to the Investment Portfolio during the year:
| es to the Investment Portfolio during the year : |
|
|---|---|
| £ | |
| Portfolio valuation as at 1 July 2024 | 1,720,571 |
| Plus acquisitions: | Nil |
| Less sales: United Utilities £19,251 | |
| Land Securities £7,703 | |
| M&G £4,767 |
31,721 |
| £1,688,850 | |
| Portfolio valuation as at 30 June 2025 | £1,770,658 |
| Net increase (decrease) in value during the year | £81,808 |
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE NORMANSFIELD AND RICHMOND FOUNDATION ON THE ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2025
I report on the accounts of the charity for the year ended 30 June 2025, which are attached.
Respective Responsibilities of Trustees and Examiner
The charity’s trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is sufficient.
It is my responsibility to:
-
examine the accounts under section 145 of the 2011 Act
-
follow the procedures laid down in the General Directions given by the Charity Commissioner under section 145(5)(b) of the 2011 Act
-
state whether any particular matters have come to my attention.
Basis of Independent Examiner’s Report
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.
Independent Examiner’s Statement
In connection with my examination, no matter has come to my attention:
-
which gives me reasonable cause to believe that in any material respect the requirement to keep accounting records in accordance with the 2011 Act and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or
-
to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signature:
Brian Spencer 25 Saville Road, Twickenham TW1 4BQ
Date: 18 August 2025