Charlty n¢Jmlxr.' 211756 HAMPTON FUEL AILOTMENT CHARITY ANNUAL REPORT 30JUNE 2025 Hampton Fund Hamptun Fuod45 IhewthlD8n4me lor HamptoTr Fud Allotmer*t Ch4rttylRe815tration No.2117$61 Page l of 43 HAMPTON FUEL ALLOTMENT CHARrtY ANNUAL REPORT for the year ended 30 June X125 TABLE OF CONTENTS Pa The Chal￿$ Report Trustees, Annual Aépoit Independent Auditor's Report statement of Financial Activities- Current Year L9 Statement of Flnanclal Actlvltles- Comparatlve Year 20 Balance Sheet 21 Statement of Cash Flow5 22 Notes to the Flnan¢131 Statements 23 Accountant's Report 43 Hampton Fuel Allotment Charlty- Annual Report 30 lune 2025 Page 2 of 43 HAMPTON FUEL ALLOYMENT CHARITY THE CHAIR'S AEPORT for ihe year ended 30 June 2025 Welcome to our Annual Report for 2024125. This has been a positThfe and productive year for Hampton Fund as we have embedded our new strategy and concentrated on using our slgn1fi£3nt endowment fund to deliver meaningful 5UPPOrt for our local ¢ommunlty. Throughout our 200+ year history we have been cu5todian5 of a fund which has provided a steadfast source of local SUPPDrt within the London Borough of Richmond but specifically in Hampton, Hampton Hill. Hampton Wick, Teddington, Twickenham and Whitton. Our new strategy is helping us to define how best to do thls In 2025 and beyond. We are clear that our puip05e Ss to relleve the burden of financial, physical and emotional hzrdship and create opportunlties to live well. We do thi5 directly by helping individual households with the costs of gas. electricity and other household essent131s, 8nd through support to10¢31 voluntary 5e£tororganSsatior¥s. In 2024D5 we made grants worth £2.7m. which is around the same level as the prevlous year, havlng seen demand from ￿th individuals and communlty groups rernain consistently high. This is a rellettlon of the onEoing challenge5 in thÈ environment in which we offer support. We do not expect to see these challenges diminish at any time soon, and that 15 why the strategic review we undertook in 1024 is so critical in helping ro Euide us through our declsion making. At the core of this strategy is a focus on impact, which recogfjlses our duty to ensure we are utlllslnE the resources for which we are responsible as effectively 8$ possible. by understandlng local needs and delivering irnpactful, adaptable and equitable grants we want to p13y our part In creating an empowered and compasslonate lordl community. One that is reslllent aml ￿ere everyone has an equal opportunity to thrive, Over the last year we have focused on these core goa15. Thls report discusses our progress in more detall. but the key areas include tran51atin8 ih@ strate8y into our day-to-day grant-maklng practice., comrni$5i(bning 8 malor ew local needs analysis and revvéwing our governance structure and processe5. Communicating the ch8nges we have been Making with stskeholdors is also important ènd this work culminated In our'Relleving Hardship, event In March. These are the first steps to becoming an efficient and collaborative organisation, one that is playing the most effective part it can in addie551ng the ongolng ch3llenge5 those hardghip face in our local communlty. This is my first Annual Reporl as Chair and I have been delighted to take on this role durlng the last year. havlng served as a Trustee slnce 2020. 1 would like lo thank my predece£sor. Martin Seyrnour, for all his hard work and leadership during his five-year term as Chair. Martin wlll remaln on the Board until 2026, and we are fortunate to retain his knowledge and wisdom until then. We have seen the retlrernent of three Trustees In the last twelve rnonth5 lim Brockb8nk. Kim Loxton and Samantha 8ailey and we are hugely grateful to them for their valuak)le ¢ontributions in their time on the Board. We welcome lan Scott. Robert Ford Inominated by All Salnts Church, Hampton) and Beth Cooper (nominated by St hAary's Church, Hampton) as new Trustees, and look forward to their involvemeni in the years to come. Harnpton Fund relies on the 5k1115, experien¢e and £ommltmeTrt ol all its Trustees. alon85idc its executive team led by Richard Barron. Nuge thanks to them all for their hard work and dedication this year, helping us to deliver on our strategy and use our resources in the most Impactfvl way. plea￿ do keep in touch with developments at Hampton Fund on so£ial media and on our website wvM.h tonfund.co.uk. Otherwlse, If you would Ilke to Speak dlrectly to us, do call our office on 020 8941 7866. With tha Chair Date... Adele Kimber Hampton Fuel Allotment Charity- Annual Report 30 lune 2025 Page 3 of 43 HAMPTON FUEL ALLOTMENT CHARITY TRUSTEES, ANNUAL REPORT for the year ended 30 June 2025 The Trustees present their report and the financial statements of Hampton Fuel Allotment Charity lalso referred lo as"Hampton Fund. or.the CharitVI lor the year ended 30 June 2025. The financ5al statements have been prepared in accordance with the ?ccountlnE pollcles set out Sn the notes to the financial statements and to comply with the Charity's governing document, the Charitles Act 2011 and Accounting and Reporting by Charitie5.' Statement of Recommended Practice applicable to charities preparing their accounts In accordance wlth the Fln3ncial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffectlve l January 20191. OBJECTIVES AND ACTIVITIES Charitable purpose and actlvitles Hampton Fund exlsts to relieve the burden of fin3ncialJ physical and ernotional hardshlp 3nd create opportunltles to live well lor indlvidua15 arsd families in its area of beneflt. Thls 15 done by helping with thc costs o* Bas, electricity and other household essentla15, and also throLsgh 5UPPOrt to local voluntary sector or2an15atlOn5. H3mpton Fund's vision is an emptswered. resillent and compassionate local community where everyone has an equal opporiunlty to thrlve. The funding for these grants arlses out of income derlved from the Charlty's InvestmÈnts. The Charity aims to balance the needs of current and potential future beneficiaries by maintainlng the value of the endowment in Teal terms, in addition to meeting current needs. The areas of benefit wlthln the London Borough of Rlchmond upon Thames IL8RuTI, In ordei of prlority, are: 11 Hampton and Hampton Hlll,. 21 the remainder of the former Borough of Twickenham (Hampton Wick, Teddin8ton, Twickenham and Whittonl., and 31 the rernainder of the present LBRUT. Indlvldual Grants are re5trlcted to the first two of tltese. Grant-makin8 poIi¢y l. Individual Grants- Families and indivldua15 on low incorne These grants are awarded in order to: Meet a proporrlon of the elecrrlciry and 8a5 bills of individua15 and familie5 who meet our crlterla,. Provide e55ential household items (for Éxample white goods or itern5 of lurniturel,. and Support children who are in their penultirnate or final year at junior school. with the costs of the school journey and sd)ool unifomi. Benelldarles must Ilve in the klamptons, Teddington, Twltkenham, or Whitton. 2. Communlty Grants Organlsatlons are supported that relieve the burden of financial, physical and emotional hardship and that create opportunlties to live well lor residents in the following areas.. the Hampton5. Teddington. Twickenham, and Whitton. The Trustees may consider initiatlvos that 21$0 benefit residents in the rest of the London eorough of Richmond upon Tharne5, providillg there is a significant proportlon of beneflclarles from the areas outlined above. Hampton Fuel Allotment Charity- Annual Report 30 lune 2025 Page 4 of 43 HAMPTON FUEL ALLOTMENT CHARITY TRVSTEES, ANNUAL REPORT Icontinuedl for the year ended 30 June 2025 Public benèfit The Trustees have taken the Charlty Commlsslon's auldance Into consideration in prep3riTh8 thelr statements on publlc benefit contained within this Trustees. Annual Report. The Ch3rity prowides gr3nts both direct to individu81s and throu￿ charitable orgartrisath)ns. Our purposethrough these grants Is to create opportunitles to live well by reliev5ng the burden of Ilnanclal, physlcal, and emotional hardshlp in our communlly. To determine to what extent the Charity15 achieving publlc benefit, the Trustees use the followlng measures tsf success and gather evidence accordingly.. Assessment of the organisation5 we fund to determlne positive outcomes for people ￿n our area of benefit., Ev3luatior¥ and Impact reports of the work we fund from organisations, including case studles,. and Feedback such as surveys of Indlvldual reclpients orErants, and from other people and organTrsations deallng with those we support. ACHIEVEMENTS AND PERFORMANCE Gront giving- In&JviduolGrant5 Ouring the year, the Trustees awarded grants amounting to El,298.162 12023124: £1,253,0731. Thi5 Is hlgher than the prevlous year and contltsues to be a slÉnlfScant increase on pre-COVID level5. A summary of the Indwidu31 Grants awarded in the year is as follows.. Grants awarded 202412S Number Grants awarded 2023124 Number Category Fuel grant5 Essentlal Items and fumiture 2,179 266 1,179,565 89,255 17,042 12,900 2.121 229 1,142,8fi 88,798 13,945 7,200 270 School lourneygraTrts Sthool uniform grants Disability grants TOTAL 81 70 112 72 1.298,762 13,2451 1,295,517 1,253,073 14.5911 1,248A82 Less: Fuel g￿nt refvnds TOTAL Hampton Fuel Allotment Charity- Annual Report 30 lune 2025 Page S of 43 HAMPTON FUEL ALLOTMENT CHARITY TRUSTEES, ANNUAL REPORT Icontlnuedl forthe year ended 30 June 2025 Gmnt giving- CommunltyGronts Durlng the year, the Trustees awarded 47 grant$12023124.. 491 amounting to £L,360,47212023124.. EI,433,9111. For a fLJII list of thÈ Cornrvunity Grant5 awarded in 2024125, please see note 17 to the financlal statements. A surnmary of the Community Grants awarded In the year Is deialled in the tables below. A5 part our Strategic rewew in 2024 we defined our PUTpose as"Ireatin8OPPQrtunities to live well by relieving the burden of f*nancial. physical and emotional hardship in our community," We have therefore rec3tegorised our grants to better reflect thSs puipose in the first table. The sewnd table provides a comparLson wlth the categories used In 2023124. Grants Awarded 2024125 Number Hardshlp Ernotional Hartlship Emotlonal and Financ5al Hardship Emotional, Financial and Physical Hardship Emotional and Physical HaTd5hip Financial Hardship Financial and Physical Hardshlp TOTAL 12 264,683 16,036 12 388,765 617,973 58,000 15,D15 1,360.472 18 47 Grants Awarded 2024125 Grants Awarded 2023124 Numb•r Category Advice, Advocacy & Outreach Aits, SpDrts & Recreation Carers 58.000 52,500 35,(K>O 180,050 143,OCIO 238,923 145,115 289,150 Chlldren & YoLJnB People Community Activilies Oi5abillty Educarlon 203,532 128,115 316,150 32,500 277,348 35,000 126,100 15,336 1,360,472 32,500 242,S14 35,000 192,950 15,600 IA33,911 Health & Wellbeing Housing & Homelessness Older People Other li 12 TOTAL 47 49 OneRl¢hmond OneRichmond was established jointfy by Hampton Fund and another loc31 grant-making charity, Ri¢hmond Foundation. Independent research commissioned by the two charities concluded that the perception of Illchmond as a wealthy pla￿ masks hlgh leve15 of hldden need and so OneRichmond existsto unlock newfunding and encourage the community to give locally. ampton Fuel Allotment Charlty- Annual Report 30June 2025 Page 6 of 43 HAMPTON FUEL ALLOTMENT CHARfTY TRusfEES' ANNUAL REPORT Icontlnuedl forthe year ended 30 June 2025 OneRlchmond was registered as a charltable incofporated organi5ation 2024. and the Board currently Incl￿deS four Trustee5 norninated by Hampton Fund and Rl¢hmond Foundation (two from each). a5 well a5 two appolnted independently. Trustees at Hampton Fund consider that OneRichmond adds value to its existin8 worl( and currently support its activities throu8h an annual grènt Of E45.640. committed for three years. In 2024125 we made the second year'5 payment of thi5 comrnitment. For further information on OneRichmorkd, please vi51t www.onerichmond.orLL*k. FINANCIAL REVIEW Flnanclal rèsults of attlvltles and events The Charfjtvs inve5tment5 produced a total ￿tUrn (defined as investment income plu5 tap1tal gains or lossesl of *1.3% or £1.98 million gain12Q23124'. +14.7% or £8.37 Million gain), being investment income of £1.17 milllon 12023124.. £1.29 millionl plus capital galn5 of £0.81 mllllon12023124: gains of £7.08 rnllllonl. The Charlty retelved income frorn other sources of £0.03 milllon12023124.. EO.04 million) and incurred total expendlture of £3.24 mlllion1202312d.. £3.28 mlllSonl, resultlngln a deficit of £1.23 million for theyea¥12023124: £5.13 million 5urplusl. Totsl expenditure of £3.24 million 12023124: £3.28 mS11ionl included grants to individuals and charltable organisations totalline £2.66 million 12023124.. E2.68 mlllionl. Investment management fees totalling £0.13 rnllllon12023124.. £0.12 mllllonl, support and governance costs tot3111ng £0.41 mllllon12023124.. EO.43 Mlllbnl and & Contribution to OneRlchmond of £0.05 milllon12023124.. £0.05 millionl. The totsl net assets of the Charity at 30 June 2025 were £63.20 mllllon130 June 2024.. £64.43 million), ￿[￿SIsting of £61.16 million of investments130 June 2024.. £62.45 rnillionl, £0.03 milllon of eoncessionary loans130 june 2024.. £0.03 milllonl, £1.15 mllllon of property130 June 2024.. £1.17 mlllionl and £0.85 milllon of net current assÈts130 June 2024, £0.78 mSlllonl. The investments held at 30June 2Q25 include both Endowment Fund and Unrestricted Fund amounts, as shown in the analysis of net assets ￿tween funds- see note 16. Inve5trnent pollcy The Trustees, investment powersarethose as defined bytheTrustee Act 2000. They haveadopted aTotal Return approach to management of the Permanent Endowrnent Fund IPEFI, which provid@s mo¥e flexibility by relaxing income eonstraints on its investments. A resolution to this effect was passed on 29 Aprll 2015 and the frustees greed to use the valué1£39.18 mlllionl of the PEF on 30 June 2010 as shown in the Charitws audited financlal statements lorth3t date, a5 the Preserved Value of the PEF. At 30 June 2025, the value of the PEF stood at E51.15 million130June 2024., £51.15 Mi11ionl. The Trustees, pollcy Is to segregate the inflationary ICPII segment of the total return Into a deslgnated 'Future Fund, lor General Fund Futurel within the General Fund. The General Fund Future, in conjunctSon with the PEF, s Intended to be used for grant-makin8 to future generations of beneficiarles. The remaining nor*4esignated portion of the General Fund lor General Fund Currentl is to be used primarily foT 8rant-tnakin8 tts Current beneficiarie5. Exceptionally, J part of the General Fund Future may be undesign3ted by the Trustees lor grant- making to current beneficiailes, as long as they bear In mlnd thelr duty to lurther the Charlty's 3ims"both now and In the future" The eomblned value ol the PEF and General Fund Future was £56.97rn at 30 JunÈ 2025130 June 2024.. É55ml. Hampton Fuel Allotment ChaTlty- Annu31 Res)0rt 30 June 2025 Page 7 of 43 HAMPTON FUEL ALLOTMENT CHARITY TRUSTEES, ANNUAL REPORT IContlnued} for the year ended 30 June 2025 Oui prirne investment objective is to delive¥ a real return on the endowment sufficient to satisfy our current grant progfarnme whi15t also maintaining gr8nt levels in re81 terms for future beneficiaries. In order to achieve this objective. the Trustees have establlshed an Investment strate8y whlth currently alms to p¥oduce 2verage annual total returns equivalent to Consurner PTice IndeK Icpii +4%. The Charity recognises the need to manage rlsk. Accordingly. management of the Charity'5 investments is currently split between Barclays Wealth Management 13PPOlllted In 20221 and Rathbones Investment Management (appointed in 20151. The Charlty's investment Strategy and the performance of its investments are reviewed regularly by the Trustees with input from the Charity's independent professional Investment advi50r5. The Trustees are required by the Charity's deeds to ensure that as far as possible, when appointing co-opted Trustees, there are not less than three members ol the Board professionally qualllled or experienced In the fleld of Investment management or commerce. Reservts pollcy The Trustees alm to hold sufliclent free reserve5 to cover grant-making and operating expenditure in the event ol a downturn In Investment returns. Accordinglyi the TrLJStees have a policy ol topping up re52rve5 to a targel level of 36 months during periods of posIt￿e Investment return5 in order to protect the Charity's operations and grant-making during period5 of low OT negative investment returns. At 30 June 2025, our level of free reseNes was £5.03 tTrillion, representing just over 19 months of expenditure130 June 2024.. £7.90 million. representing 29 months of expenditure). Free reserves are defined as the Ilquid asset5 3wailable. calculated bytaking the total n the fjeneral Fund Current and deductlng Illlquld elements Itanglble assets of £l.ISm and conces51onary loans of £0.03ml. Transfers pollcy The Unapplled Total Return Fund is used to make transfers lo the General Fund Current durlng the year to satisfy our ongolTrg grant pro8r3mrre5 and a portion is transferred to the General Fund Future In order to protect the real value of funds earmarked lor future benefltiarles. For the year ended 30 June 2025, the Trustees took the decision to transfer £N1112023n4.. ENIII fram the UnapplSed Total RetUTn Fund to the Permanent Endowment Fund, to transfer £1.97 million 12023124.. £6.85 mlllionl from the Unapplled Total Return Fund to the Generèl Fund Current, and then to desi8nate £1.97 mlllion 12023/24.. £3.85 millionl of the General Fund Current balance to the GÈneial Fund Future. Responsible investment pollcy Harnpton Fund holds the majority of its Investmonts as flnanclal Investment5. wlth the alm of maximislng returns at an appropriate level of risk. Appointed inve5trnen¢ mariagers are expected to Invest the assets in line wlth the CharitW5 rn155ion arFd values, and the Trustees reserve the right to exclude investments that conflict with these. such as (b￿ not limited tol investments in companies involved in practices such as.. Human rights vlolations., Unethical lending practices (for example payday loans),. Violation of minimum labour and Ilving wage standards; Environmental degradation,. Armament sales to military regimes,. Pornography,. and Gambling. Hampton Fuel Allotment CharSty- ArtnuaS Report 30June 2025 Page 8 of 43 HAMPTON FUEL ALLOTMENT CHARITY TRUSTEES. ANNUAL REPORT Icontlnued) for ihe year endèd 30 June 2025 PLANS FOR FUTURE PERIODS Strategy 2024-27 The Charlty undertook a strategic review In 2024. The context lor which was that, as a ￿SuIt of the Increased level ttl demand created by the pandemlc and cost ol Ilying crlsls, the value of our grant wving h4s risen by 30% since 2021-22. Our history 55 rooted in supportin8 those struggling with fneeting ba51c needs and this remains mportant to us. We have clarified that tt is people who can experience financial and other hardship whose need5 we exlst to address, The term'hardship, has helped u5 to descTibe a group facing definable challenges whether financial, related to health ordlsabillty, or emotional. It c3ptures th05ewho are barely survlvlng through to those who arè lust about managing. Going forward, alon8slde our Indlvldual fjrants, we wlll therefore be focusiri8 0 supporting organisation5 who are addre.sslng hardshlp Èncountered by those individua15 and famS1ies that are most In need In our geo8iaphlcal area of benefit. We have also thought carefully about the type of g¥ant-maker that we want to be. and our strategy therelore places an emphasSs on bulldlng an aslle, collabofatlve organlsatlon, one wlllSng to develop new and different approaches. We wlll strlve to develop our grant-makSng approach and processes to be of the highest quallty and efficacy, and we will work hafd to understand our irnpa£t. and use the learning from thi5 process to constantly seek to improve what we do. Progress In 202412S Over the last year, we have mad¢ the following pro8re55 against the goals that we set in our strale8V'. We have created new grant-making policies that have tr3n51ated our newly defined purp()se Into day-ttr- day practice. At the same Ilme. we have challenged ourselves a5 to how to Implement this with as little imp3Ct on those we support as pos5Ible. Inevltsbly, there have been changes and so our Community Grants Manager has spent a lot ol tlme dlscusslnE the new strategy 2nd politles with all our funded partners to help them understand the specific implications for each. More broadlyi we have been ¢ommunicatin& our strategy to those key stakeholders involved in social care locally. culminating in the'RellevinE Hardship. event we held at the Exchange In Twickenham in March. The event was combined with another Importsnt development in our focus on impact. We Commissioned the research Company Rocket Science to undertake a local needs analysls 3nd to map our current funding agalnst these needs. Thelr research also tonr31ns anzlysls of over 500 responses fiom a survey of our Individual Grant Tecipients, as well as interviews with both Individual Grant recipients and a range of local stakeholders. The event in Marth was therefore, as well as an opportunity to explain our new strateey, a Chan￿ to hear the reflections of sixty representattves of local s¢xlal care organlsauons on Inlttal findings from Rocket Science's researth, and to share thelr own Idea5 about how our grant-making could be developed. Together all thls Informafjon Is helping to guide future developments of our grant-maklng approach.. how we can ensure it Is effectively tarEeting those that face Ihe greatest hardship5 while a150 deliveri￿g the maxlmum, positive ovtcomes. In the meantime, we have published the research lindings to share data and insights that we hope afe of interest to the wider, local soc131 care sector. It Is our Endowment Fund that allow5 U5 to make grants. While the pressure of demand on our resources remains constant, we have thought a g¥eat deal about how, at the appropriate levels of risk. we are balancing maximising the returns from our investments with meeting this demand. This has Culminated in the deci5i0n to undertake a review of our investment strategy in 2025126, with the support of our newlv appointed investment advisors. Stanhope Consulting. Hampton Fuel Allotrnent Charity- Annual Report 30 June 2025 Page 9 of 43 HAMPTON FUEL ALLOTMENT CHARITY TRUSTEES, ANNUAL REPORT Icontlnuedj for the year ended 30June 2025 We rely on the skills, experfence and cotntnitrnent of our Trustees and are fortunate to hawe such dedlcated, hardworking Board. Nevertheless, we recognise wo should not be complacent in assuming we have all the right processes and policSes Sn place orthat we are béing as effectSve a5 we can in our decislon making. We have therefore been through a governance review. Thi5 involved a ski115 audit and Consideration of a range of issues such as trustee trainin& the terms of reference for our Panels and the long-term governance strUCtiJre and dlverslty of the Charity. A regular revlew of our governance will become an ongolng part of what we do. Central to our 8081$ is to understand. measure 2nd learn from the Impa¢t our funding is delivering. To thls eThd we will publish an Impact Report irn the first quarter of 2025126. Through th¢s we wll shire direct feedback from grantee5 and stakeholders as well as detalled analysi5 of recent 8rant-makin8. STRUCTURE, GOVERNANCE AND MANAGEMENT Statu5 and hi5torv The Char5ty wa5 created following the 1811 Enclosure Act by the granting of 10.14 acfes of land for producing a S￿pplyOf fuel for the poorof the ancient parish of Hampton. Subsequentlythe land was rented out for nurseries. In 1988, the land was sold fordevelopment, and the sale proceeds formed the Ilnanclal base for the current work of the Charity. Hampton Fuel Allotment Charity became a registered Charity ON 19 Nov&mber 1962. The governlng dtscurnent was a scheme of the Charity Commls5ion dated 26 August 1981. It was amended by scherT¥e5 dated 27 July 1989, 4 December 1991, and 21 April 2004 and an order dated 19 August 2004. With effect from 27 Aprtl 21I)5, the Trustees resolved to make various alteration5 to these documents with the approval of the Charlty Commlssion. These varlous document5 were 5ubsequentfy consolidated into a singlE docurnent. Organisational structure The overall 5trateglc directlon of rhe Charlty Is determlned by the frustees, who have set up Panels and made professional appointmentsto as515t them in ensuring tho strate8lc goals oFthe Charity are achieved. Trustees are norfflally appointed for a period of five years and may serve a second five-year term with the approval of the Board of Trustees. The Trustees transact the Charity's business throLigh Board meetings, whlch are held ar leasi four times a year and through the Panels of the Board. The artivitie5 01 Panels are reported to the maln 806rd meeting. Flnance and Investment Pahel.. This panel usually meets five times a year, including 6-tnonthly reviews with our investment adviser and Investment manager5. and oversees the Charity'5 investment st¥ategyand performance. It also providÈs oversight of the financial rnzna8ement of the Charlty. Personnel and Resources Panel.. Thi5 panel meets at least once a year and keeps under review, matters relating to staffing, staff performance. office prernises and equipment. Indlvldual Grants Panel.. Thls panel mÈets at least four times a year to conslder awards made to Indivlduals and familles In need. The Individual Grants Manager has delegated power to agree grants. The level of awards is reviewed on a regular ba51S. Hampton Fuel Allotment Charity- Annual Report 30 June 2025 Pa88 10 of 43 HAMPTON FUEL ALLOTMENT CHARITY TRUSTEES. ANNUAL REPORT Icontlnuedl for the year ended 30 June 2025 Community Grants Panel.. This panel meets at least four times a year and considers applications from organlsatlons. The panel has delegated powers to make grant5 UP to an agreed amount, (￿rrentlY £70,000. and to make recommendations to the Bo3rd for grants above that amount. Property Panel.. This panel providès governance oversight in relation to Hampton Fund's property assets and interests and offers guidance and recommendation5 to Trustees in relation to strategy 35 It pertains to capital funding.. the effettlve usage of existing interests,. and that legal and regulatory dutles are being net. The panel also malntains oversight into the elfectlve management of Hampton Fund's propertles. The panel meets at least once a year. Stakeholder Engagement & Communlcatlons Panel.. This panel p¥ovides oversight into the delivery of the or8anisation'S Strategy a5 It relatesto the public perception of the Charity. communicating its purpose and imp8Ct and engaging with key Stakeholders. The Panel meets at least once a year. The awards of both the Individual Grants Panel and the CommurnSty Grants Panel are reviewed by the full Board of Trustees at their regular meetings. Special Panels may be formed by the frustees. under an established procedure. to conslder any formal complalnt5 related to the conduct ol the Charlty and Its relalionship wilh other partles. Worklng groups are also establlshed, as and when appropriate, to look at specifi¢ areas of work. Key management personnel The day-to-day management of the Charity is entrusted to the Chlef Executive Offlcer and team of staff, who are iesponslble for delSvery of theTrustees' decisions. Staff salaries are reviewed annu8llyand anychanges approved by the full Board ol Trustee5. Method of recrultment. appolntment, electton, Inductlon, and training of Trustees Recruitment, oppolntment. ond electAon One of the Trustee5 of the Charity is ex-offlcio, six of theTrustees are nomlnated and up tofive may be co-opted. The ex-oflicio Trustee 15 the ir¥cumbent of St. Mary's Parish, Hamplon. The norninatlng authority is provided with gLsldellnes on the skllls, knowledge and experielltr that would be ol benefit to the Trustee Board. Co-opted Trustees are recrulted from those who are resident in the area of benefii or have a gfy)d knowledgé of it and have 5ki115 8nd knDwled8e relevant to the activitie5 ofthe Charity and its area of benefit. Co-opted Tru5tee5 are recruSted with specilicskillsthat are needed to assist in the Board's decision making. The Charitywill advertise for newTrustees when appropriate. Iniluction ond trainlng New Trustees recelve induction and other essentlal materials about the Charity and how it operates. They are also aifocated a Trustee 'buddy' alld Spend time with the Chair. CEO and other TrJstees to be introduced to, and then review, the induction matert31. Trustees ￿Ceive regu13r reports relating to the charity's activities. attend règular meetlngs and are encoL*raged to p8rtlclp2te In tralr¢lng events and workshop5 to update knowledge. The Charlty rocosnlsos the need to keep existin8 and new Trustees up to date with leglslativÈ, Charitv Cornmission and accounting iequireThents. It also recognises the need farTrustee5to be aware of developments wlthin its area of bonefit which might affect their 8rant-making decisions, and so various opportunities are identSfied to learn more about the local voluntary sector. Hampton Fuel Allotment Charity- Annual Report 30 lune 2025 Pa8e 11 of43 HAMPTON FUEL ALLOTMENT CHARITY TRUSTEES, ANNUAL RÉPORT Icontlnuedl for the year ended 30 June 2025 Risk management The Charlty mal#tainsa eoiporgte rlsk rÉglster, where an ongolng revlew of key rSsks on the reglster Is undertaken by the approprlate Panel or. in some cases the full TTikStee 8oard, throughout rhe year. Th15 15 to ensuie that all appropr*ate controls to mitigate risks have been thorou8hly considered and are in place. In addition. the process is tied to the Charity's ongoing reviewof its policies to ensurethat anydevelopments or changes made as a result are incorporated wlthin them. The charlty has adopted the rlsk probublllty ènd rlsk Imputt approach to r15k assessment. Although most rfsks are rated low and medium. this approach hlghllghts hlgher level rlsks, such as the loss of Investments, and Income due to eKternal forces (for example, stock market volatility or political decisi0fjs1. In addStlon to rlsk mitl83tion. the Charity is bware of the need to respond to events beyond its control that lead to $18niflc3nt disruptlon to the runnln8 of the businÈss. A¢cofdlnglyJ a Business Contlnulty Plan forms part of the overall rlsk management processes and procedure5, providing an action plan to ensure that the key fvnctlons of the Charity will be effertively carried out du¥ing a period of dlsruptlon. Trustees, responslbllltles In the preparatlon of flnantlal statements The Trustees are respon51ble for preparing the Trustee5' annual report and the financial statements in accordance wlth appllcable law and Unlted Kingdom AccountingStandards (United Kingdom Generally Accepted Ac£ourkting Practlcel. ThÈ law applicable to charities England and Wales requires the Trustees to prepare flnanclal starements for each financial year which 8lve a truÈ Ènd Fair view ol the State of affair5 Of the Charity and of the income and expenditure of the Charlty for that perSod. In preparingthose linancial statements. the Trustees are required to.. Select 5121table accountir¥g policie5 and thet* apply them consisterntly,. Observe the methods and principles tn the Charities SORP- Make luilgements and accounting estimates that are reasonable and prudent,. State wheiher applicable accountlng standards have been followed. subleLt to any material departures disclosed and explained in the financial st3tements,- and Prepare the financY31 st3tements on the goin£ concern basis unless it is inapproprlate to presume that the Ch3rlty will continue in business. The Trustees are re5pon5ible for keeping proper Bccountlns records that dlsclosÈ wlth reasonable accuracy al any time the financi¢il pusltlon of the Charlty and enable them to ensure that the financial 5taternents cornply with the Charities Act 2011, the Charity IAccounts and Reports) Regulations 2008 and the provlsioths of the trust deed. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and orher Irregularltles. The Trustees are responsible for the malntenance and InteBrity of the corporate and lin8ncial information on the Charit*s website. Le8151ation in the u￿lted Kin8dorn 8overning the preparation and dissemination of financial statements may differ frorn le8islatioH In other jurisdictions. Hampton Fuel Allotment Charlty- Annual Report 30 Jume 2025 Page 12 of43 HAMPTON FUEL ALLOTMENT CHAR[ TRU5TEES' ANNUAL REPORT Icontlnuedl forthe year onded 30 June 2025 Auditor Gravlta Audit Oxford ILP Iformally known a5 Crltchleys Audlt LLPI has lrndl¢ated Its willingness to contlnue In off*ee. Statement a5 to di5tlosure ol information to the auditor The Trustees ar the date of approval of thls Trustees, Annual Report confirm Lhat so far as each of thetnls aware, there Is no relevant audlt Informatlon of whlch the Charity's audltor Is unaware, and the Trusreos have taken all steps that theyought to have tal(en to make themselves aware of any relevant audit information and to establlsh that the auditor 15 awaTe of that information. REFERENCE AND ADMINISTRATIVE DETAILS From l July 2024, the followSng Trustees have held offlce: Ex-offl¢lo Revd Ben Lovell IDeputy Chairl Nomtnated.. The London Borough of Rlchmond upon Thames Cllr Richard 8aker Geraldine Locke Martin Seymour The Parochial Churth Councils of.. St Marvs, Hampton Samantha 83iley (until February 20251.. Beth Cooper (from June 20251 Laurence Sewell Kim Loxton luntll November 20241.. Robert Ford Ifrom Aprll 20251 St James's, H3mptoll Hlll All Saints, Hampton Co-opted.. Orjames 6rodcbank luntil November 20241 Dr Martln Duffy Davld Meggltt Adele Kimber (Chalrl Sharlka 51iarma lan Scott (from Mzrch 20251 Hampton Fuel Allotment Charity- Anrual Report 30 June 2025 Page 13 of 43 HAMPTON FUEL ALLOTMENT CHARITY TRUSTEÉS, ANNUAL REPORT Icontlnuedl forthe year ended 30 June 202S The followng Trustees served as members of PaneL% duiing the year Ènded 30June 2025= Finance and Investmernt Cllr Rlchard Baker Dr Martin Duffy (Chalrl David Meggitt Laurence Sewell Personnel and Resour￿$ Samantha Bailey luntil February 20251 Adele Kirnber Geraldine Locke Ichairl Revd Ben Lovell Martin Seymour Sharika Sharma Klm Loxton luntll November 20241 Martin Seymour luntil November 20241 Sharika Sharma luntll November 20241 Robert Ford lan Scott Robert Ford Adele Klmber Indivldual Grants Cllr Rlchard Baker Samantha 8aSley (until February 20251 Or James Biockbank (until November 20241 Dr M8rtin Duffy Adele Kimber Revd Ben Lovell David Meggitt (Chair from February 20251 lan Scott Shtrika Sharma (until November 20241 Martin Seymour (until Noveynber 20241 Community fjrants cllr Richard Baker Dr J£mes Brockbank luntil November 20241 Dr Mortin Duffy Adele Kimber Geraldine Locke Revd Ben Lovell Kim Loxton luntil November 20241 David Meggitt Lauren￿ Sewell Ichairfrom November 20241 Robert Ford Sharilwment funds funds Total 2025 Total 2024 Notes INCOMEANDENDOWMENTS FROM: Donations and legacies Donatlons Charltable actlvltlés GI￿￿8 grants Investmènts Investment income 102 102 871 2S.740 25,740 39.s64 124,901 1,048.476 1,173,377 1,291,375 TOTAL 150.743 1,048.476 1,199,219 1,332,110 Net gains on Investmefjt5 li 86,817 T24,050 810,867 7,076,360 Transfers between funds.. Total return allocated to Incotne 1.968.680 11.968.6801 Totsl available forfundlng current and future empenditure 2,206.240 1196.1541 2,010,086 8.408.470 EXPENDITURE ON: Ralslng funds Investment management cosrs Charktable activities Giving grants 112,6841 1112,8851 1125,5691 1124,3931 13,115,098) 13,115,098) 13,158,164) TOTAL 13.127.782) 1112.8851 13,240,667) 13.282,5571 NETMOVEMENTIN FUNDS 1921,5421 1309,0391 11,230,581) 5,125,913 RECONCILIATION OF FUNDS Total lund5 brought forward at l July 2024 15 12,948,098 51,477,813 64,425,911 59,299,998 TOTAL FUNDS CARRIED FORWARD AT30 IUNE 2025 15 12,026,556 51,168,774 63,195,330 64,425,911 Note.. On the adwce of the Chariwsauditor. the Trustees have chosen to adapttheformai of the Statement of Financial Activities to better reflect the total return approach being taken to the tnanagement of investments and the consequerst way in which th@ Cha¥ity's expenditur@ is funded in practice each ye8r. This re-presentation has been applled above and on the followln8 page. Hampton Fuel Allotment Charity- Annual Report 30 June 2025 Page 20 of 43 HAMPTON FUEL ALLOTMENT CHARITY STATEMENT OF FINANCIAL ACTIVITIES for the year ended 30 June 2024 Unrestricted Endowment fund5 funds Total 2024 Total 2023 Notes INCOMEANDENDOWMENTS FROM: Donations and legacies Donations Charltable activities Glving grants Investments Investment income 871 871 350 39,864 a9,864 27,592 175,756 1,115,619 1,291,375 1,902,571 TOTAL 216,491 1.115.619 1,332,110 1,930,513 et gains on inve5tnent5 li 963,093 6,113.267 7,076,360 1.117,315 Transfers betwee￿ fu￿d5'. Total return allocated to income 6.848,877 16,848.8771 Total available fo¥ fundin8 ¢urr¢nt and future expenditure 8.028.461 380.009 8,408.470 3.047,828 EXPENDITURE ON: Ralslng funds Investrnent management t05t$ Charitable activlties Giving grants 116,9301 1107.4631 1124,3931 1101,9031 13,IS8,1641 13,158,164) 13,057,2921 TOTAL 13.175,0941 1107.4631 13.282,5571 13,159,195 NET MOVEMENT IN FUNDS 4,853.367 272,546 5,125,913 1111,3671 RECONCILIATION OF FUNDS Total funds brought forward at l July 2023 15 8.094.731 51.205.267 59,299,998 59.411,365 TOTAL FUNDSCAARIED FORWARD AT30 JUNE 20Z4 15 12,948,098 51,477,813 64,425,911 59,299,998 Hampton Fuel Allotment Charlty- ATrrual Report 30 June 2025 Pa8e 21 of 43 HAMPTON FUEL ALLOTMENT CHAR BALANCE SHEET 30 June 202S 2025 2024 Notes FIXED ASSEtS: Tan8ible assots Finarcial investments Social inve5tment- Conce551onary loans io li 12 1,153,297 1,167,510 61,161,095 62,448,530 29,895 29,895 62,344,287 63,645,935 CURRENT Ass￿s. Debtor5 Cash at bank and in l)and 13 303,826 623,739 246,738 1,119,014 927,565 1,365,752 LIABILITIES- Creditors.. Amount5 falling due wthln one year 14 176,5221 1585.7761 NET CURRENT ASSETS 851,(M3 779,976 TOTAL NET ASSETS 63,195,330 64,425,911 THE FUNDS OF THE CHARITY.. Endowment Funds Permanent Endowment Fund Unapplied Total Return Fund Unrestrlcted Income Funds General Fund Current General Fund Future 15 15 51,151,123 51,151,123 17,651 326,69a 6,208,999 5,817,557 9,099.221 3,848,877 15 TOTAL CHARITY FUNDS 16 63,195,330 64,425,911 The financial statements and natos on pages 19 to 42 were approved by the Trustees and authorlsed for Issue 2025. and are slgned on their behalf by- Adele KIMber Date.. !(/1 z.l.ZLor Chair of the Finance and Investment Panel Dr Martin Duffy Oate.. Ii//j/L[ Hampton Fuel Allotment Charity- Annual Report 30June 2025 Page 22 of 43 HAMPTON FUEL ALLOTMENT CHARITY STATEMENT OF CASH FLOWS foi the year ertded 30 June 202S 2025 2024 Notes CASH FLOWS FROM OPERATING ACTIVITIE5.. Net cash used in operatSn8 attlvlties 19 13,767,284) 13,398,155] CASH FLOWS FROM INVESTING ACTIVITIES.. Dlvidend5, interest, and rents Irom investments Purchase of pioperiy, p18nt. and equlpment Proceeds of propertV* plant and eqU￿pmeTrt Proceeds from sale of investments Purchase of investments Issue of Concessio￿arY loans 1,173,377 1,291,375 19.1391 330 8,690,432 14,152.801 16,592,1301112,437.8361 129,8951 Net cash provided by investlng activities 3,272,(K)9 2,967,306 Change in cash and tash equlvalents in the reporting perlod 1495.2751 1430,8491 Cash and (ash equlvalents at the beglnnlng ol the reportlng perlod 1,119,014 1,549,863 CASH AND CASH EQUIVALENTS AT THE END OFTHE REPORTING PERIOD 20 623,739 1,119,014 Hampton Fuel Allotmellt Charity- Annual Report 30 lune 202S Pa8• 23 of 43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANCIAL STATEMENTS for the year ended 30 June 2025 ACCOUNTING POLICIES Hampton Fuel Allotment Charlty Is a Charitable Trust registered with the thartty Commlsslon In England nd Wales. The ￿gIStered public address 1$ 15 Hlgh Street, Hampton. Middlesex nM12 2SA. Basis of accounting These Ilnancial 5t3tements have been prepared In accordance with FRS 102 "The Financial Reportlng Stsndard applicablo In the UK and Republlc ol Ireland" and under the h15toriizl cost convention. except a5 modified for the annval revaluation of fixed asset Investments. Within the definitions of FRS 102, the Charity is a public benefit entity. The financial statements have also been prepared In atcordance wlth the account5ng pollcles set out in more detall below, to comply with the Charity's governing document, the Charilles Act 2011 and Accounting and Report*ng by Charities.. Statement of Recommended Prartice appli¢able to charitie5 p￿parIng their 3ccounts in accordance with the Finanaal Reporting Standard applicable in the UK and Republlc of Ireland IFRS 1021 leffectlve l J3nu3ry 20191. Goln8 concern The global econorny has remained resillent despite belng Impacted in Tecent years by thewar in Ukraine, a 5plke in energy prI￿S at)d high levels of Inflation. The Trustees and Investment Managers continue to be dlligent on tl)e global economlc outlook. The Tru5tee5 have consldered the future Ilkely cash flows for the Charity coverin8 a per5od of at least twelve months from the date of approval of those financlal statements, 3nd they are confident that sufficient fundine is avallable to 5UPPOrt the on-going activities of the Charity. Ttte flnancl81 statements have therefore been prepared on B going concern ba51S. I'he financi31 statements do not include any adjustments that would result should the golng toncem b8$1s of preparation not be appropriate. In the event that thi5 basi5 is not appropriate prowsions may be required and assets may need to be wrltten down to theiT recoverable amount. Income Gener81 donations and other Similar types of voluntary Income are brought Into account whe receivable and donated income is *ncluded gross of any attrtbutable tax recoverable. where rel¢vant, Donations Biven lor specific purposes are treated as restricted income. Investment income ￿5 accoLtnted for on a recelvable basls once the dividend has been declared or the Interest has been earned. Income receivable from charitable activtties is reco8nised as Income when eaTned by the Charity. Hampton F￿e1 Allotment Charity- Annual Report 30June 2025 Page 24 of 43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANCIAL STATEMENTS Icontlnuedl for the year ended 30 Jukle 2025 ACCOUNTING POLICIES Icontlnuedl Expendlture All e)penditure is zccounted for on an accruals basis and is allocated to the Charlty's p¥incipal activity where the costs can be identified as beillg directly rel3ted to that activity. A15 costs that cannot be identifled as relatinE dlrectly lo the Charity's principal activity are categoF*5ed a5 either support costs or governance cost5. Any c05t5 that cannot be specllically categorlsed ale allocated In proportions based upon a sultabl@ ratlo applicablo to tho nature of the cost involvod. Governance costs are the costs aSSOC13ted in running the Charity 35 a Unlted Kingdom tharitable company and specifically include the costs ol the extern31 audit. Grants payable aro reco8nl&ed In the perlod in which the approved offer is conveytsd to the reclpient except in those casos where the offer 15 condltional, such Erants being recognised only when the condttions atiachlng to the award are fulfilled. Grants offered subject to conditlons, whlch have not been met at the balance sheet date. are noted as a potential commitment, but are not treated as è Tangible fixed assets All tangible 355ets purchased that have an expected useful economic life that exceeds one year are capitalised and classifled as tanglble flxed asset5. Tangible fixed assets are ststed at historical cost less depreclatlon. Depreclatlon is provided on all tangible flxed asset5. Other than freehold land, at ratès calculated to write each asset down to it5 estimated residual value over its expected useful life. as follows.. Freehold 3nd long leasehold property Flxtures, littlngs, and equlpment 2% stralght line 25% reduclng balance Finan¢ial inve$tm•nts The Charitws investments are included in the balance sheet at fairvalue (their market valuel. The gains or losses a¥lsÈng upon their annual revaluation are included In the statement of Ilnanclal 3Ctivltles. S￿131 investmetyt$ The Char￿ty.$ social investments are COFnpii5ed entÈrely of concessionary loans. cOn￿$s1on3¥Y I(￿nS are Initlally recognlsed and measured at the amount loaned to the benellci3ry Involved, wlth the carrylng 8mount adjusted In subsequent years to reflect repayments End any accrued interest that May be relevant. If there Is obloctivo evidonce ol irnpairrnent in Telatlon to any concessionary loan, an impairment loss Is immediately recognised in the statement of financial &rtivitie5, and thereafter, a reversal of pait or all olthe impalrrnent will be recognised through the statement of flnancial activitles if the beneliciarws circumstances improve. Hampton Fuel Allotment Charity- Annual Report 30 June 2025 Page 25 of 43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANCIAL STATEMENT5 Icontlnuedl for the year ended 30 June 2025 ACCOUNTING POLICIES Icontlnuedl Finan¢lal Instruments Afinancial instrument is a contrnct that Élves rise to a financial asset of one entltyand a financial Ilability or equity instrument of another entity. Financial instruments are therefore classifled and accounted for according to the substance of the contractual arrangement a5 financial assets, financial liabilitles, or equlty Instruments. An equilv instrumÈnt is any contract that evidences a residual Interest in the assets f the entity after deducting all of its liabllitie5. Financlal assets and Ilabllltles The Charity's debtors and creditors that meet the definition of either a financial asset or 8 financial Ilabllltv 2re Initlally rÈcognlsed atthe transactlon value and therèaftei arè stated at amortised c05t using the effective interest method. Penslon contrIbutl￿S The Charlty makes contrlbutlons Into deflned contrlbutlon pension sehemes on behalf of tertaln employees. The assets of the scheme5 are held separately from those of the Charity irn independently administered f￿lld5. The amount charged to the statement of financial activities in respect of pension costs is the total contributions payable for the year. Fund accountlng The General Fund comprlses the accumulated surpluses of unrestricted income over expenditure, which are available for use in furtherance of the general objectives of the Charity. Within the General F￿nd, the Charity designates a 'Future Fund, lor General Fund Futurel. The General Fund Future, in conlunctlon wlth the Permanent Endowment Fund IPEFI, Is Intended to provide an appropriate level of funding that is earmarked for the benÈfit of future generations. The rÈmalning non-de5ignated portion of the General Fund lor General Fund Currentl is to be used primarily for grant-making to current beneficlarie5. Restricted funds are fvnds sublect to speclflc condltlons. The puipose and use of the restricted funds are set out in the notes to the financial statement5. Amounts unspent at the year end are carrled forward in the balance sheet. The Permanent Endowment Fund IPEFI is a specific type of restricted fund, which cannot be spent as Income. Instead, the funds must be held permanently to produce a return for the Charlty. The Unapplied Total Return Fund comprises th3t part of the total ￿tUrn on the Char*ty's permanent endowment investments which has not v@t been allocated by the Trustees to either the General Fund or the PEF. Hampton Fuel Allotment Chadty- Annual Report 30 June 2025 Page 26 of 43 HAMPTON FUEL ALLOTMENT CHARttY NOTES TO THE FINANCIAL STATEMENTS Iconllnuedl for the year ended 30 June 2025 CRITICAL ACCOUNTING IUDGEMENTS AND KEY SOURCES OF ESTIMATION UNCERTAINTV Ir¢ the appllcatlon of the Ch3rlt¢s accounting politlÈs, the Trustees are Tequlred to mak@ ludgements, estimates and a55UrnPtIOn5 al)Jut the ¢arrylng amount of assets and Ilabllltles that are not readily apparent from other sources. The estimates and underlying assumptions are based on historical experience and other factors that are considered to be relevant. Actual resvlt5 may differ from these e5tlmates. The estimate5 and underlyln8 assumptlons ar? revlewed on an ongolng basis. Revlsions to accountin8 estimates are recognised in the period ¥n whlch the estlmate is revised if the revision affects only that period, or in the period of the revision and future periods if the ￿Vision afferts both currentand fubjfe periods. There were no spÉcifit judgem@nts, estimates and a5sumptlons that were crltlcal to the preparation of these flnancial statements. INCOME FROM GIVING GRANTS 2025 2024 Servlce Income recehied from The London Borough of Richrnond upon Thames Rental Income ieeeived 14,124 25,740 25,740 25,740 39,864 INCOME FROM INVESTMEKf5 2025 2024 Arfsing upon the Ch3ritVs listed investment portfollo.. Income from unSt trusts- R3thbon&s portfollo Income from equltles- Barclays Wealth 978.486 188,328 926.232 354,409 1,166,814 1,280,641 Arising upon cash held.. Interest on cash deposlts 6.563 10,734 1,172.377 1.291,375 EXPENDITURE ON GIVING GRANTS 202S 2024 Grants payable (note 61 Costs of the OneRichrnond Initlatlve Support and governance costs (note 81 2,655,989 2,680,258 45.640 45,640 413,469 432,266 3,115,098 3,158,164 Hampton Fuel Allotrnent Charlty- Annual Report 30 lune 2025 PaKe 27 of 43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANCIAt STATEMENT5 Icontlnuedl for the year ended 30 June 2025 GRANTS PAYABLE 2025 2024 Grants awarded in the year Inore 71 Grants refunded-. Marble Hill Play Centre 2,655.989 2.682.393 12,1351 2,655,989 2,680,258 GRANTS AWARDED IN THE YEAR 2025 2024 Grant Glvlng- Indlvlduul Gmnts Fuel 8rant5- 2,179 grants12023124.. 2,121 grant51 Less.. Fuel grant refunds and individual refunds Essential items and furniture- 266 grants12023124.. 229 gratbtsl School journey grants- 81 grants12023n4.. 70 grantsl School uniform 8rants- 112 grants12023124.' 72 grants) Disability grants 1,179,565 13,2451 89,255 17,042 I2,￿0 1,142,860 14,5911 88,798 13.945 7.2(￿1 270 1,295,517 1,248,482 Grunt Givin9- Community Grants Emotional Hardshlp Emotional and Flnancial Hardship Emotional, Finaricial and Physlcal Hardship Emoitional and Physical Hardship Financial Hardship Flnanclal and Physlcal N3rdship 264,683 16.036 388,765 617,973 58,000 15,015 1,360,472 Gront GI￿￿]￿-coMmUn1ty Grf4nts Adv1￿, Advocacy and o￿treaCh Arts, Sports and Recreation Carer5 Children and Youn8 People Community Activities Disabilitv Edltcation Health and Wellbelng Housing and Homelessness Older People Other 52,5(Xl 35,0( 180,050 203,532 128,115 316,150 32,5(Al 242,S14 35,( 192,950 15,6 1,433,911 Total graTrt5 awarded In the year 2,655,989 2,682,393 See note 17 for a more detailed analysis of Community Grants awarded in the year. Harnpton Fuel Allotrnent Charity- Annual Report 30June 2025 P¥8• 28 of 43 HAMPTON FUEL ALLOTMENT CHARrrY NOTES TO THE FINANCIAL STATEMENTS (Continuedl for the year ended 30 June 2025 SUPPORT AND GOVERNANCE COSTS Support Governance costs costs Total 2025 Totsl 2024 Staff costs (note 91191%..g%J Ground rent, rates, light heat, 3nd repairs Property costs Insurance Computer and website costs Stationery. postage, telephone, travelling and sundry Accountèntyfees Audltar's fees for external asjdlt servlces (Forvls Mazarsl Investmont advisory serwces IForv15 Maz8rsl Audltor'5 fees lor exiernal audit services (Grawta Audtt Oxford) Other legal and professlonal fees Oepretlatlon Loss on dssp0531 Galn on foreign exchan8e 235,254 5,938 3,895 1,714 5,1134 23,267 258,521 5.938 3,895 1,714 5,434 254,048 6,656 7,313 3,034 8,686 24,418 64,294 24,418 64,294 13,340 61,440 1,897 12,273 16,773 16,773 16.IdO 16,140 21,458 13,883 330 119,3291 17,41MI 31,727 14,452 21,458 13,883 330 119,3291 374,062 39.407 413,469 432,266 Governance ¢osts are the costs associated in running the charity as a United Kingdom charitable company and speclfically Include the cost5 of the exteTn31 audlt. STAFF COSTS 2025 2024 The average monthly number of employees lexcludln8 Trustees) during the year was.. Office and admini5tratlon No. Staff costs forthe above persons.. Wages and salaries Soclal security costs Staff pension costs Other staff costs 221,205 18.320 17,696 1,300 196,774 17,092 16.248 23.934 258,521 254,048 The total 3mount of employee beneflt5, Includlng employer'5 national Insurance contributlDns, received by key management personnel for their services to the Charity amounted to £257.221 12023124.. £241.6541. The Tlustees received no remuner2tion12023124.. £Nill for their services provided to the Charity and did not daim any expenses incurred on behalf of the Ch3rity during the current or previous vear. Other than In respect olthe Trustees, the Charity Is not reliani upoii the contrlbvtlon of volunteers. ampton Fuel Allotment Charity- Annual Report 30 June 2025 Page 29 of 43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANaAL STATEMENTS Icontlnuedl for the year ended 30 lune 2025 STAFF COSTS (Continuedl 2025 2024 The number of employees whose emoluments amounted to over E60.QCM) In thÈ year was as follows.. £60,001- £70,000 £70.001- £80.000 £8Q,001- E90,000 £9D,mi - £iOO,OC In respect of the employee noted above, the amount disclosed is 1￿clUSive of total pension contributions payable during 2024125 amounted to £6,81JO1202312024.. £N*ll. io. TANGIBLE FIXED A55ETS Freéhold land and bulldlnES Lon8 Flxturès, leasehold fittings and property equlpment TOTAL Cost.. l July 2024 Disposals 1,113,193 254,866 113,645 120,5951 1,481,704 120.5951 30 June 2025 1,113,193 254,866 93,050 1,461,109 Depreciation.. l July 2024 Charged in the year Eliminated in respect of disposals 32,337 6,060 178,191 s.ioo 103,666 2,723 120,2651 314,194 13,883 120,2651 30 JLJne 2025 38,397 183.291 86.124 307,812 Net bookvalue.. 30 June 2025 1.074,796 71.575 6,926 1,153,297 30 June 2024 1,080,856 76,675 9,979 1,167,510 e-22 DurinE 2018119, the Charity acquired the Ireehold of a 4-bedroom residential property at 24 Ringwood Way, Hampton Hill, whlch It relurbi5hed fo¥ a total c05t of £638,606 and then leased to Spe3r Housing Associatlon knrnited to be managed for the beneflt of formerly homeless peopl@ transltlonlng bèck Snto the community. The land element of this property wlth a h15torlcal cost of £321.OCKJ 15 not t>eing depreclated, but the retnaining building element is being depreciated on a 2% per annum straight line basis with effect from 2019120 onwards. Hampton Fuel Allotment ChaT5ty- Annual Report 30June 2025 Page 30 of 43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE f INANCIAL STATEMENTS Icontlnuedl for the year ended ao June 2025 io. TANGIBLE FIXED ASSETS (Continued) The Charity Is the leg81 owner of the freehold land on which bulldlng projects have been undertaken. Giant funding to cover the costs of the buildlng projects was included in charitable expenditure in rhe year5 in whith the expenditure was incurred. Details of the land and the recipients of the 8fdnts are as follows.. Land Reclplent of grant Land at School Road, Hampton Hlll Hampton and Hampton Hill Community Care Group 235,973 Land at Oak Avenue, Hampton Richmond ￿pOn Thames Churches Housing Trust 16S,309 Land at PrITh￿s Road, Teddington Richrnond L¢pon Thames Churches Housing Trust 60,￿0 461,282 In each case, the reciplents of the grants also bellefit on a contlnuln8 basis from operating rent flee in these propertie5. The propefty values are historic values. The long leasehold property represents the Charity's office at 15 Hl8h Street, Hampton. Below is a table listing all the Charitvs property Interests.. LEGAL OWNER OF FREEHOLD LAND AND PROPERTIES l. The Greenwood Centre. Hampton Hill The property 15 leased rent free to Hampton and klampton Hill Ctsmmunity Care Grovp. It is a 99- year lease commencing 25 March 1991 (Land ReElstry Title Nurnbers.. TGL57123 and MX2484831. The reglstered loasohold Intorest was transferred to the1Stnited company Hampton & Hampton H¢ll VoluntHry Care (Company registration number.. 064318821 on 26 October 2021 (Land Re8lStry Title NumberTGL818321. 2. Oak Avenuelmaple Ck)se, Hampton There are 8 bungalows on rhe slte. The propertie5 are leased rent free to Rlchmond Up￿ Thames Churches Housing Trust for 99 years, commencing 23 May 1991. Richmond uw)n Thames Churches Housing Trust is now part of Paragon Asra Housine (Land Registry Title NLtmber TGL615171. Hampton Fuel Allotment Charity- Annu31 Report 30 June 2025 P￿e 31 of43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANaAL STATEMENTS Icontlnuedl for the year ended 30 June 2025 io. TANGIBLE FIXED A55ETS ICrJhtlnuedl LEGAL OWNER OF FREEHOLD LAND AND PROPERTIÉS Icontlnuedl 3. 44 and 46 Prlnces RoadlBranksomè Close Teddington There are 4 one-bedroom homes for disabled people. The properiies are leased rent free to Rlchmond upon Thames Churches Houslng Trust for 99 years. commencing 29 September 1996. Richmond upon Thames Churches Housing Trust is now part of Paragon Asra Houslng. Land Registry Title Number MX101444144 Princes Roadl Land RÉgistry Title Numher SGL168336146 Piinces Road) 4. 24 Ringwood Way, Hampton HIS1 Thp property was purchased in October 2018 for £575,000. (Land Re815tryTitle Number.. MX4165141 The property has been leased to Spear Housing Association Llmited for 6 years from June 2019. LEASEHOLD 5. Olfl¢e at 15 Hlgh Street, Hampton, T￿2 2SA 999-year lease from 29 Septetyber 1988. ADOITIONAL PROPERTY I￿EREsT$ 6. The Whlte House, The Avenue, Hampton The charity provlded a grant ol £1.29 mlllion to fund the constrnctlon of a communlty ccntre. There was a long-teim lease between the Trustees of Hampton on Tharnes Community Association and the lot318uthority, who are the owners of the land. but the lease was surrendered in September 2020. It was subsequently taken over by YMCA but transferred Èo Achieving for Children in April 2024. The orig11121 lease w3£ for 125 years from 15 January 1993. In the event that the bulldlng closes or is used for nonrt 30 June 2025 Page 37 of 43 HAMPTON FUEL ALLOTMENT CHARtrY NOTE5 TO THE FINANCIAL STATEMENTS ICDntlnuedl for the yezr ended 30 June 2025 16. ANALYSIS OF NET ASSETS BETWEEN FUNDS (Continued) UnrestKlrted Income Funds Endowment Funds Unapplied Total Return Fund Permanent Endowtllent Fund General Fund Current General Fund Future A$ at 30 June 2024 Total FIXEO ASSET5.. Tangible assets Financ131 investments Social investments Concessionary loans 1.167.510 1171.1991 7,619.729 1,167,510 3.848,877 62,448,530 51,151,123 29.895 29,895 CURRENT ASSETS.. Debtor5 Cash at bank and in hand LIABILITIES.. Creditors: Amounts fallin8 due within one year 244,528 253.361 2,210 865,653 246,738 1,119,014 1585.7761 1585,7761 TOTAL NET ASSErs 51,151,123 326,690 9,099.221 3,848,877 64,425,911 17. GRANTS AWARDED IN THE YEAR 2025 Emotlonal Hardshlp ADHD Embrace Contribution toward5 core cost5. 12,600 Brighter Together Contribution toword5 eorefunding of Intergener(rtionDlprts]ects ot core homes ft*r the elderly with nursery sch(￿￿3 in the HF oreo ol benejit. 7.350 Dose of Nature Contribution towards thesolt7rycosts of o psychologist. 33,483 Learn Engllsh at Home Contribution towtird5 the delivery costs. 22.500 MID Medlatlon and Cou￿SellIng Ltd Contrlbution towurd5 core costs includingfvmily merliotion/counselling, child incluslve medlotlon ond adult coun5elltng. 16.500 Off The Record Contribution toword5 the delivery of counselling at 3 st7tellites in the Hompton Greu of benelit. Contributions towards core stoffing Costs. 48,850 Hampton Fuel Allotment Charity- Annual Report 30 June 2025 Page 38 of 43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANCIAL STATEMENTS Icontlnuedl for the ye3r ended 30 June 2025 17. GRANTS AWARDED IN THE YEAR (Continued) 2025 Otakar Kraus Muslt TNsi Contribution towards core c05t5 inclutsing the soloriEs of the Director und Oper¢ytions CoortlffntFtor. 25.000 Purple Elephant Project Contribution toword5 corÉ costs to support all youno people In the HFareu of benefit. 21,400 Rtchmond Borough Mind Contrlbution towards core sular￿5. 42.000 Rlchmond EAL Friendship Group Centre Itd Contribution toword5 the running costs of delivery in the HForeJ. 10,000 SEEN ContrIbut￿n towards Ellrectors s¢yltrry ond costs. 5,000 Space2Grieve Contribution towards the solory costs of the purt-time Setvice Manoyer ond Ven￿ hire. 20,000 Tot81 Awarded for Emotlohal Hardshlp 264,683 Emotlonal and Financial Hardshlp Churches Together in TeddinBton Contribution towards tl>e Chtjrches Together IFJ feddington Chrlstmos Doy lunchAor vulnerable residents in the HF urea of benefit. 700 Rocim lor Work Contribution toword5 rtsnnlng employabillty courses to support 30 unemployed people living in the HF oreo. 15.336 Total Awarded for Emotlonal and Ananclal Hardshlp 16.036 Emotlonal, FIna￿la1 ond Physlcal Hardshlp Age UK Richrnond Upon Th3mes Contrlbutlon towards the running costs of the welfore benefits seThice and core C05tsforolLlerpeople In the FIForeo. 75.000 Cookin8 Up Contrtbution towards the cost of running ((￿kérY course5Aorpeople in chollenging circumst(Fnce5 In the HForea. 18,868 Hèmpton Fuel Allotment Charity- Annual Report 30 June 2025 P¥84 39 Of 43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANCIAL STATEMENTS Icontlnuedl for the year ended 30 June 2025 17. GRANTS AWARDED IN THE YEAR Icontinuedl 2025 Linden Hall Community Centre Ltd Contribution toword5 5alaryc05tsfor the Centre Munogerund runnin9 costs of the centre. 35,000 Momentum Chlldren's Charlt¥ Contribution towards core costs. 20,000 Richmond Advlce ind Information on DisabTlity Contribution toward5 care costs ÉFnd MoneyAdvice5ervice. 66,0(x) Rkhmond Fornlturè Scheme Contribution towards core wnnlng cosrs. 28.000 Shepherd's Star Contribution rowords core costs wlfh spe¢lli¢focus on dellvering the Explore proommme. 10.500 Spear Housing Association Ltd Contribution towords core c05t5 Iniludlng the Mental Heolth Access Workerproject. the runrjffng costs ol the Twickenharn Hub and Director of Operotlons role. 35.000 The Real Junk Food Project Contribution towt7rdsstoffing costs to dellver In Hompton Fund areo oJbeneTIt. 28.937 The Vinoyard Cornmunlty Centre and Richmond Food Bank Contribution towtsrds core sttJJycosts supporting. both reurtivelv Gnd prevent(Jtively, k)calpeople experiencing complex crlsis. 31,SC4J Ukralnlan 5oclal Club CIC Contribution towards core solttryctrsts. 18.900 Volces of Hope Contrtbution towurds the delivery of the BRITE Boxproject to 60fomllies In the HF oreo. 21,060 Total Awarded for Emotional, Flnanclal and Physl¢al Hardshlp 388,765 Emotlonal and Physlcal Hardshlp Hampton and Hampton Hill Voluntary Care Group Contribution towords stoff salory Gost5 supporting adults of all ages to live indepepjdently. Improve thelrheofth and wellbeing ond reduce soclolisolt7tion. 30,0(KJ Flampton Fuel Allotment ChaTlty- Annual Report 30 lune 2025 Page 40 of43 HAMPTON FUEL ALLOTMENT CHARITY NOTES TO THE FINANCIAL STATEMENTS IContlnu6dl for the year ended 30 June 2025 17. GRANTS AWARDED IN THE YEAR {Continuedl 2025 Home-5tart RichmoThd. Kingston and Houn51ow ContrIb￿tIon towards core solury¢Jnd running cost5. 36.750 Integrated NeuTolog¥cal Servlces Contribution towards core costs. 40,000 LVA Trust Contribution towurds 501ory running c05tslor deliveryin the Humpton Fund areo of benefit. 28,000 MlddlÈs@x AssociatSon for the Bltnd Contribution toward5 the running costs ofthe Home Vislthng Service, Rupid Response Counselling se55i0ll5 and Moblle Resource Unit in Richmond. 13,250 MTV Youth Conrrlbutlon towards core c05t5. rhe total amount represents two gronts Gppliedforin 2023/24 and 2024/25 which were both p£Jid In 2024/25, 56.645 Multkultural Rlthmond ContributJorTr towards the PToJe£t Officers solt7ry ond core octivities- supporting isolutedpeople the Htothfieldcommunlty. 7.000 Park Lane Stables RDA ContributjOP15 towards core costs. 20,0(J) Richtnond Carers Cenire Contribution towords the solar￿5 of theAdvlt Coiers Support Workers. Contribution towords the runninu costs of young curers'service. 75,000 Richmond Upon Th3rnes Crossroads Care Contributlon towarés the core cost5 of provFdlng the respire servlce thF runntng costs of the Saturday Club. 68,000 Riverbank Trust Contribution rowttrds running costs of Riverbonk Whltton supportlng vulner(Fblefomllies In Whltton. 22,278 Rui15 Independent Living Contribution towords solories Dperoting costsfor the Famify 14otters Seryice supportlngftsmllles wlth chlldren with di50billties undi7dditionol needs in the oreo of benejit. Contribution towords solory costs of the SEnlD odvice service sUPPOrtinglumilie5 In the Hompton Fund oreo oAbene]it. 69,8￿) Hampton Fuel Allotment Charity- Afiftual Report 30 June 2025 Pa8¢ 410143 HAMPTON FVEL ALLOTMENT cHAR￿y NOTES TOTHE FINANCIAL STATEMENTS Icontlnuedl for the year ended 30 June 2025 17. GRANTS AWARDED IN THE YEAR Icontinuedl 2025 Skylarks Contributions towurds core costs, including staffing, programme delivery ond infrostructure. 50,000 St Augustine's Community Care Trust Contribution towurds Staff co5t5. 36.750 TAG Youth Club for Disabled Young People Coftjtribution towords core salaries undrunning costs to deliver tsctlvlties for children andyoung people with disoblllties and odditlonttlneeds. 15,0(J) The Mulberry Centre Contrlbution towords core costs- oll solories 40.000 Visually Impaired Society of Richmond Contribution towards core costs. 2,500 Whitton Network ContflbutAon toward5 thesoltFry costs of the port-tirne Co-ordinator. 7,000 Total Awarded for Emotional and physl¢al Hardshlp 617.973 Flnanclal HaTdshlp RichrnoNd Citizens Advice Bureau Service Contrtbutian towords core costs to support ¢lients itt the Hampton Fund areu. 50,000 TW Money Advice Service Contribution towardsstuff costs. 8,000 Total Awarded for Flnan¢lal Hardshlp 58,00 Flnanclal and Phy51cal Hardshlp RAKAT CT Ltd Contribution towords the costs the CEO, Deputy CEO & operat￿￿5 Manoger. 15,015 Total Awarded for Flnanclal and Physl¢al Hard5hlp 15.015 H3mpton Fuel Allotment Charity- AnNual Report 30June 202S Page 42 of 43 HAMPTON FUEL ALLOTMENT CHARttY NOTES TO THE FINANCIAL STATEMENTS Icontlnuedl for the year ended 30June 2025 18. RELATED PARTYTRANSACTIONS All the ChariV5 fru5tees are drawn from the London Borough ol Richmond upon Thames or will have a strong connectlon tothe Borough. Many are very active in the comMu￿4t¥ and bring vèluable knowledge and information to the Charit¢5 decision-making. When the possibility of awaidin8 a 8rant to an organisation with which they or their family aTe connected is being considered, the Trustee concemed declares an interest and if present at the rneeting, will le3ve the room before any dlscussion takes place and 3 final decision Is made. Related paity transactlons wlll be recorded even11 a Trustee wlth a potentlal conlllct ol Interest Is not In attendance at the meetin8 when a decislon is made. Durlng the year, the Trustees awarded one grant where there was a related party12023124.. Trustees awarded no grants) of which the following Trustee or close family. may be regarded ès a related partv.. Descrlptlon Amount 1£) 24125 Arnount ¢£1 23124 TW Mtsn•¥ Advl¢e Seivluntlng ￿MIted wlll accept no responsibllity or Ilability in respect of this report to any other party and shall not be Siable lor 3ny loss, damage or expense of whatsoever nature which is caused by any person's rellance tsn representations In this report. It is your duty to ensure that Hampton Fuel Allotment Charity has kept adequate accounting records and to prepar@ statutory financial statements that give a true and fair view of the assets, liabllities, flnancial position. and movement In funds ol Hampton Fuel Allotrnent Charity under the Charities Act 2011 and regulations thereunder. We have not been instructed to carry out an audit or a review of the fin2ncial statements of Hampton Fuel Allotrllent Charity. For this reason. we have not verified the accuracy or completeness ol the Accounting record5 or informatlon and explanatlon5 you have Blven to U5, and we do not. therefore, express any op*nion on the linancial statern2nts. RSM UK fax and A¢¢ounting ￿MIted Chartered Accountants Third Floor. One London Square Cross ￿rneS GLtlldford Surrey GUI IUN Date.. 19 December 2025 Harnpton Fuel Allotment Charity- Annual Report 30June 2025