2024-12-31-accounts

THE CECIL AND HILDA LEWIS CHARrfABLE TRUST TRUSTEES, REPORT AND FINANCIAL STATEhEKrn fortho yoar ondad 31 DECEMBER 2024

THE CECIL AND HILDA LE￿s CHARITABLE TRUST INDEX I￿lap￿￿ Examin￿9 RepNt 10

THE CECIL AND HILDA LEWIS CHARITABLE TRUST CHARITY INFORMATION REGISTERED CHARITY NUMBER 208783 0￿ER￿N0 DOCUMENT Tru•l Deod (Datod 21 Mor¢h 19621 TRU8TEE8 Robert Lawls Roger Ihl•e A#n Mason 8ECReTARY AND PRINCIPAL OFFICE Robert Rothèrwtsod Jump• Road Churt F•mham &Jrroy QU10 2JZ INDEPENDENT EXAIAINER Mark Dlckln•on FCA Shaw Glbbs Llm Wey Court Welt Unlon Road FaM￿M GU97PT INVE8ThlEMT PIANAGER8 chllrl￿ Stanlty & Co. Umlbd $5 8l•hop•gat• London EC2N ￿s ANKER8 8ven8ka Hand•l8b8nk•n AB Idrews Hou8• Collegg Road Guildlord Surrey GU14RG

THE CECIL AND HILDA LEWIS CHARITABLE TRUST REpoirf OF THE TRUSTEES accourfng p)ISC4￿ aet out ￿ poges 10 and 11 and o)mth with lh8 dwil￿9 tru8t 8Th1 AIM8 AND OWECTIVE8 OF THE CHARrrY Robert L•lB Roger Ill ofthelr dull81 wxl w¥1 wrrf TnJ•tw•rxld be WLlr•d to r thlo knrhbledqe aB ll. REVIEW OF THE YEAA Intsrn•t dtrld•nd IrKm• totalThng Els7.￿ (%)23 . £202.884) garwat•d Imm th• bAnk￿CoUntI￿nd irN••tm•rl& Th•alocaOon ol•Jnd• fortm y••rththiwd•£124,317 12023. £77,079). INVE8TIIiENT POLICY Thg Tntytew h•v• dl8ryth1 to lorm of In￿￿Tr￿￿ wiroprtjto.

THE CECILAND HILDA LEWIS CHARITABLE TRUST REPORT OF THE TRUSTEES Ourfng Iho y¢ar, the Tru8teo8 c4nJnued to CharfOB Stan1￿ Sto¢kbmknr• 48 Irwo8tmenl P4lv18ern. Atth• y•ar th8 valuo olquoted Investments held amounted to £2,942,298 (2023 - £3,141.9911 after providing for a1088 In value ol £59,72212023-£205.2811. The charfty'8 InveBtrnent pollcy haB been to malntaln iub8t8ntlal lunds on d•poBk to ensure thgtthey arereadlty availabl•when requlred. Tho Tru•toes r￿￿th• pollty ¢)n • wul#rbasts. GRANT41AKINQ POUCY The Tru8tee6 mo81 on a r•gthar b8918 Jnd rovlvw grant appllc8tlon8 recelwd. Th• TrLtyt••i' pollw ts to dlBtribule funds to a ￿dtr r8nge of VMII d•S￿ng cou•e8 In awordartco wlth th• Obj•dv￿ ofth• Tnj Tho TNst88s Inter￿ to conllnu• Ihe8• polId￿ for futurn p￿0d8. •nd wlh d1￿ royrd to th• Ch&lty Comml••lon guldanc• on P￿1￿ bonfjftL RE8eRVE8 POLICY The Tru•t lo • g￿nt￿Ik￿4 thrtty VA Almi to dl•trlbut• • proporuon of Its I•￿tI I￿1 Inwmg each year. The Truileel ￿11 malntaln the fund lo guw•nleo In￿gIment IrKome In rutuie but may on occaslon• dl•trfbuEe rnonl￿ from It8 gonord (und•. UnMldGtsd lund• attr yfjar￿d totsllod £3.362.803 (2023- £3.425,1171. RISK A88ESSMENT Tho TNileu h•vo uw810d th8 molor rfski to wh1¢ th• l• and ire ••ll•fl•J thJt •y•tomB 4r8 In place to mlllgate rlik AIM8 AND 08Je¢TNVJ OF THE CHARiff FOR THE PU8UC BENEFIT Organl••tloM vthl¢h hav• b•nefitod from th? ch•dty Indud8 wolfaro. mad1￿. artlBlc qnd educauonal ¢h•r10￿ In tho UK Jnd 18rag1 I¢￿941n0 on thll¢*en, a￿adalty vAth physical or l•amlng d58abl1￿e8. rnedical Tel￿rCh. dl•Aiter rellef, •ludth•, th• eldorfy, 8duc8tb￿I organliatiom and ¥t• thititulon•.

THE CECIL AND HILDA LEWIS CHARITABLE TRUST REPORT OF THE TRUSTEES STATEMENT OF TRUSTEES, RESPONSIBIL￿lEs The Trustee5 are responwblp fw wepanng the TrLLStees' Report and Finanryal Statements for each financial year in accordan￿ with applicable law and United ￿"ngdoM Accounting Stsndards (United KiThJdom Generally A￿ple￿ A(wunting Pra￿ce) and which give a true and fair vièw ol the ststè ol affairs of the ChaThty and of the inrnming resournxs and application ol resources ol the Chanty fof that ye¥. In preparing these Financ>al Ststements the Trustees are required io.. Select surtable aco)unting policaes and apply thern wnsistenty,. Observe the methods and prinuples in the Charities SORP". Make judgrnents and accounting estsrnates that are reasonable and l￿denL stste whether applicable accounb'ng stsndards have been followed, subjectto any material departures disdosed and explained in the Finanaal Staternenls,. and Prepare the Finanaal Statements on the going concem basis unless it is inapprowiate to presume that thtr Charity wll conb"nu8 in busin8SS. The Trustee5 are responsible for keeping proper acujunting recA)rds whith dis¢lose witr rèasonable accuracy at the time the finanoal po&b"on of the Charity and to enable them to ensure that the Financial Siatements comply vith the Charits'es Aci 2011, the applicable Charities (Accounts and Rèports) Regulations. and the pmwsions DI the Trust Deed. They arÈ also responsible for safeguaroing the assets ol the Charity and hence for taking reasonable steps for the prevention and detecbon of fraud and other irregularites. OISCLOSURE OF INFORMATION TO THE INDEPENDENT EXAMINER Each of the person$ ¥tt￿ ore Trustees at the time vthen this T*usteès' rwrt 1$ approved h¥$ onfirmed that so far as thal Tnjstee Is avrdre, there is no relevant accounting informaticffl ofwhich the tharity'5 independent examiner is unawdrp. and thatTrusteè has taken all the Steps that ought to have been taken as a Trustee in order to be aware ol any relevant accounts'ng information and to establish thal the charity's indèpendent examiner is ￿re of that lnfomiab"c￿. Approved o behalf of the Trustees by'.- R WISE Trustee £/5/ /OAx

THE CECIL AND HILDA LEWIS CHARITABLE TRUST INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE CECIL AND HILDA LEWIS CHARITABLE TRUST I report on the financial ststements for the year ended 31 DwAmbor 2024 as set out on p•ge$ 8t015. Rospon•lblllll•• and Ba•1• of Report AB th? Trusl¢e$ ol th& Charty you ar¢ rè$ponsible lor the preparation of the ￿CoUnt$ in accordance with the requirements ol the Charities Act 2011 (the 2011 ACYI. I fep)rt in r•S￿et of my examinat￿n oflhe Charitys accounts carried out under seclion 145 of the 2011 Act an(J in carrying out my exarnination I ha￿ fdlowed the applicable Direthons gNen by the Charity commi￿on Un￿¢r 14515llbl ol tho 2011 A Ind•p•ndont Ex•mln•V• Statom•nt Your attention 18 drawn to the lact that the Charity has prepared the account5 in accordance wrth Accounting and Reporting by Charities. Ststement of Reeornmonded Prath¢e gppli¢8ble lo Charities preparin9 thar accounts In a¢cordance wth the Finanaal Reporting Standard applicable In the UK and Republic of Ireland IFRS 1021 in pr8lerenc8 to the Accounting and Reporting by Charities.. Staternent ol Recommended Practs'ce issued on 1 April 2￿5 which 1$ refBrred lo in the extsnt wulat￿rI& but h98 been wthJr￿. l understand th81 thi$ has b•n tJon• in ord•r lof th• a¢o)unt$ to provid• a tru• and fair view in 8¢¢Qfdanc8 wrth the Generalty Accepied Att￿nting PraciTh eff&'ve for reporting period8 beginning on OT after 1 January 2015. I h￿e ¢omplete(I my exomination. l ¢))nfinn th91 no matt•r8 have wn• lo my 8tt•ntion In conn•ction with the exarn1nai￿ gI￿￿j me cauBe to t4rylieve that in any rnaterial reBpecl'. o¢¢ounling records ￿re Mt k•pt in r•sF•Ct of th• Charity as required by s8cts.on 130 ofthe 2011 fv£t.' or 2. lh¥ accounts do not accord V*ith those r•c(wds.' or 3. Ihe attounts do not ¢tynply with the 4ppli¢8Ue requ1￿Monts ￿ncèrnIng th8 form and content of alxounts set out in the Charities (Accounts and Report51 Regulations 2C¥J8 oth•r than any r8quirsm¢nt that thè Accounts givè a 'truè 8nd fair viewwhich Js not a matter considered as part ol an independent examination. I have no eoncems and have corne aL¥OSS no other matters in connection wth the exarnination to which attention should tse dr￿￿ in this rtport in tyder lo enable ¥ proper understsnding ol the ¥¢counts lo b8 f•ach8d.

THE CECIL AND HILDA LEWIS CHARITABLE TRUST INDEPENDENT EXAMINERS, REPORTTO THE TRUSTEES OF THE CECIL AND HILDA LEWIS CHARITABLE TRUST This r•port18 made to th• ¢￿￿ty,* Trust￿8. a8 a body, In accordarts wth Part4 Oltr C￿￿tieS (Accounts and Reportj) Regulations 2Q08. My work hai been undtrrtak￿ 80 that I might 81ate to trta Charl￿$ Tru4t¢•s tho1• matters l am rnqulr8d to sts18 to them In 8n Indopgndentexamlnerf8 reportand forno other purposg. Toth? fullest extsnt pemmed by Iv4V. I do not accept or 488um• re•ponslbility to •nyon8 other thon tho Ch•rfty arrtl fv Chorfty• Tn￿8 u • bodyi fgr my work or for roporL I, C)r&i Mwk DIokIn￿l FCA Shew Glbb$ IAudll} Umltod Wey Court West, Unlon Road Farnham Surroy GU9 7PT 21 las 12rJi£

THE CECIL AND HILDA LE￿s CHARITABLE TRU8T STATEMENT OF FINANCIAL ACTivmES fwth• yMr•nd•d 31 DECEMBER 2024 Unrn•tr1C￿ fund• In¢omo 157.SC Tth•l In¢ 157,609 C￿t of Fw 21014 2a,938 139.287 2,289 3,444,284 165,301 3,566,511 .792) 13.382.847) G￿nI￿L0•MI) N•t G•ln• on Ot1￿ In¥•th 159.T22) (Th5.2811 N•t llo¥•￿ In Fun 182,514) 13.587,9281 Fl￿ BAknnco Brtyjghl F(Thwd It 1 J8N•ry 21Y24 3.425.117 893.045 Fund BalaJKo C•nl•d Forn•wd •1 £136ZW £3.425,117 Al iffAyno and QYFwKl#urn w• de￿ad from cl￿tin￿n9 athili•s. notes on pops 1010 15 ftym pwt 0ftr￿ hrwyaai slatemar

THE CECIL AND HILDA LEWIS CHARITABLE TRUST BALANCE SHEET AT 31 DECEMBER 2024 Unrestrlcted funds 2024 Unrestrlcted lundg 2023 Note FIXED ASSETS Other Investments Quoted Inve3trnents 120,OIJ) 3.178.747 10 3,101.054 3,101,OS4 3.298,747 CURRENT ASSETS Cash at bank gnd In hond 273,562 138,437 273,562 138.437 CREDITORS.. Amounts Falling Due Within One Y&ar 11 112,0131 112.0671 NET CURRENT ASSETS 261,549 126,370 NET ASSETS £ 3.362,603 £3,425.117 FUNDS Unrostrlcted Fund• Un￿StrICted Fund8 £ 3,362,603 £3,425.117 These financial $lalements worg approvad by the 8oard of Trustees on Sl9nad on th behalf by'.- /c12¥ and RLE Tru¥tee WISE Trustee The notes on pages 10 to 15 forrn part of these finanrial stalernenls.

THE CECIL AND HILDA LEWIS CHARITABLE TRUST NOTES TO THE FINANCIAL STATEMENTS 1 ACCCMJNTIIIG poL￿lES •) Accountlng Con¥¢nU 1021-PKcounVng and Rep￿kn9 ty Charittes.. StatementorR￿0rnme￿ded Prn¢ti￿ applicable applKthe in the UKand Rewthoflro&ThJ IFRS 11r21 (eff￿ 1 January 20191. the Finarwial RwtiThJ Slan(krd applicth in th¢ UK and RopuLIK of IFRS 102) th8 Chari A¢t 2011. from th8 Charibo5 (knxyjnts Rewts) Reg￿titiOnS 2tPJ8 onFy to the extatt rwuired to prn￿de a Yrue f viww. This doFth inK4v&1 fdkw'r#J the Ch￿l￿eS SORP IFRS 102) putAish8d in 0(a0￿r 2019 rather than the NAx¥MmtiThJ arml Rewtivj by CharitseB". b} Fund• UrwestrirAwJ i￿¢ ftllMl$ cornwise thAe funds the Tru085 are lrne to use tr any cl Incomlng R•wur¢• Incl￿e wil be recaved and the amount of tn(xJme T￿￿bI8 Measur￿ reliabty. r•lia try th• dwity.. thiB IS Up￿￿ notif￿ ol I￿ itirest paid tt p8yabte by the th￿dertd y*ld ofthe inwstmwrt io

THE CECILAND HILDA LEWIS CHARITABLETRUST NOTES TO THE FINANCIAL STATEMEKrs dl Exp•ndlturn RKognltlon Uabilitles are reccsnlsed 41 ex￿ndI￿Jrfr a• 800n as there is alogal or ctsnstru¢llve Ob￿atIon commlttlng the Charfty lo th81 oxp8ndllur•, Itls probabl8 Ihol ￿ttlem•ntwlll b• r6qulr•d And tho amount ol the obllgalon ran be M￿￿￿red rellably. l expandrturn Is aco)unted for ￿ on accnwh ba81& Al expenoe8 Indudlng •upport colts and governanc& arg allocated or apport6ord to th• appllcablo •xpendlturo he8d5ng8. Grants pay4blo grg pfjyment8 to Ihlrd p8rUg8 In th9 furtitgronca of the chortty oblgots of tha TN8L In Iho ¢a8e of an Unt￿)nd1150n￿1 grant offerthl$l8 acuued once the radplenl hÈ8 bean noUft•d of the grnnl award. Th8 noUfl¢glon glvw thg rodplent o re￿On8b1￿ gxp8(1otlon that they ￿11 rthvèthtri)nwear or muttbyaar ornnL Grants Awardi that ara fjublactto the redplenl fvlfilllng performon¢> conditlon8 8r• onty a(xruad whgn th• r8cApl•nt h88 bean noUfi8d of th• grnni and any remainlng unfulfilbd o)ndlUon$ #tta¢hlng to Ihil grant 1$ rwtol¢J& of thè ¢ontr¢l of tho Tru•l. Pnwl•ion¥ lor grnnt• are rnade vhton tho Sntentlon to rnake 8 grant ha8 been (yJmmuntc4tod to tha rodplentbut thw¢ 1$ unwwnty ￿t0 Ih¢tlmlng ofthe 9r#nl orlh• amountolgrnnl payable. •) Irr•¢mrnbl• VAT Irrocovorab18 VAT l• ¢h•ry•d •g•ln th• •xpJndltyr• hoadlng forwN¢ Itw•• IrwrrNI. Govtrm•nc• ¢o•ts Th1• •X￿nd￿urfj r41ts kn (1)nn￿￿Oft th• (x>n#tMon41 4nd •tshrtory r•qulr•m•nts ofthe Charfty. gl Flx•d A•••t Inv••tm•nt• Inv•stm•nts •r• • fom ol b••lc ￿n￿cl•l Inllrumonl •nd •ro InW•lty rWn1i￿ •t th•lr Iran8adon v8lu8 and 8ubBaquenty mealured at ththr lalr valuè a8 at the balance 8h8et data u8lng th• ¢loslng quotad market pdca. Th8 itst8rnenl ol finAnclo1 IndUd￿ th• rffjl In¥ and 4rt￿n0 on rèvalu#tlon d18p￿all thmghout Iho year. Th• Tftffjt do6$ rnt hotd put opuoni, derfvatho• or other o)mplex finonclol In•trumonts. The maln forni of f¢nond81 rf$k fa¢•d ty lh9 charfty 1$ thfjl of volatlllty In equlty morkgts gnd Inv•8tm•nts markots du• to ￿der •conDmic ¢onditlon•, the attltude ol In￿t0￿ lo Invejlment Sk, arrtl thanw• In ••ntlm•nt¢onry>mlng •qulU•8 8nd V•lthln pwrU¢ulor Qr iubMctor•. h) Otlw Invoglm•nt• Other Invgjtmgntj 4r9 fnduded fjtvolud￿. 11 Dotstorn Sh￿1 tern debtor4 m•asur•d at tran8a¢lon prlco. l•¥• any Impalmignt Logns rernfvabl• are measured Inttlally al fdrvatU•, not of lrnn8ttclton colts. and ar• measured $ub8t4u•nUy al amor118￿ co u8lng thg offothg Intgr•st mothod.1880 #ny Impalnnènt 11 Ca•h It and In Hmd C•$h At bank and cash in hand indud8s and short term highty Ilqwd investments with short maturfty ofthree monlh8 or1888 from the date of •cqu181Ion OT openlng ofthe deposll or •lmlbr account

THE CECIL AND HILDA LE￿8 CHARrrABLE TRUST NOTES TO THE FINANCIAL STATEMEMrs 2 INVEST&IENT INCOIIE Interest on in¥MIM￿l• D￿de￿ 2.148 1&S.383 10,432 192,432 £ 157,509 £ 201864 J COST OF RAISING FUNDS Inve•tm•nl F• B￿k Chorg £ 28,014 £ 28.938 4 EXPENDITURE ON CHARITABLE ACTivme3 124,317 12,000 1970 ,079 12.000 3.210 Support ry) £ 139.287 £ V2.289 S DONAnoN8 PAYA8LE TO INSTITUTIONS 2VdJ 10. 8¥￿r￿0,• Ch4dr•n ChallwweTS 8FPMI Topic of Cancer 22 other l•ss Ihgn £a.tXIO12023- 22 kn th 0￿1 15.OCX) 15,OCXI 10.1x1) e1317 67.079 £124.317 £ n.079 12

THE CECIL AND HILDA LEWIS CHARITABLE TRUST NOTES TO THE FINANCIAL STATEMEKrs 8 SITrPORT COSTS 6.000 8.000 Corulting Fees 8.000 £ 12,000 £ 110(10 7 NET MoveMENT IN FUNDS 24 20 Thee are 8tated after Char￿n9. Indep￿dent ExaminerfB Remuneration £ 2.970 £3.210 8 RELATED PARTY TRAN8ACTION8 None ol the Tn￿tee8 received remuneration for t￿irserviceS as Tru6teeB orwere re1ml￿rned for expenses durlng th& year. No staff are employed by the Cl￿rIly. Seryetsrial $8rvicas were tharged by Famham Estates Limited in the y88r of £S.00012023- £S.0001. There w48 no balance owng at the end of the year (2023 £0). During the year. V¥ls8Advi8ers, a t￿(ne$S ty RogarlN84 aTnJ8te< re£lved£12,000 12023- £12,000) from the TNst tn respect of professtongl ¥8rvk*B pr￿Ided. M the yeor gnd, th8 Trust owed W18e Ad￿ser$ £4.IYJO12023- £4.0001. During year. ￿ Trust sold an investment vinL%ge car to a Trustee. Robwt Lew'8. for £125.000. The Tntst Tai8ed fund8 for other registsrad c14r￿¢S by d￿&ting the use of the Prwats Car Museum owned by Robert Lewl$, a Trustee. ￿thOut charge fN the charides to Uge lo monoy from th& general public. The TrLL81 reirnbur5ed Robwt £7.210 for tho 8Th)Ilary Bts In￿rr&I in pro￿ding Ihi8 tao¥lity to the regljtwed Char￿￿. 13

THE CECIL AND HILDA LEWIS CHARITABLE TRUST NOTES TO THE FINANCIAL STATEMEKrs 9 OTHER INVEsTheNTS Vatue at 1 Jonuary 2024 Surplus on revaluation Investments Sold Investment Pur￿￿¥88 120,000 12,600 1120,IJOO) 112.8001 120.000 ot 31 DeCernt￿r 2tr24 £120.00) 10 QUOTKI INVESTAIErirs Ilfjrkotv￿uè Broughl foThvard at 1 J8nuary W24 Additions DlsposaE$ Cth movements Net galnl{lo¥s} on revalualir 3,178,747 89.355 [239,326) 122.000 159,722) 6,7S6,276 37&158 (3.313,2301 1435.3781 (2Q5.0791 Carried forward at 31 December 2 £ 3,101, £ 3.178.747 QLthd Investments can bg further anaty8ed 88 follo￿.. 2024 2023 FLxed Interest- UK Equities- UK EquTbes- Non UK Property AJtemative8 Cash- UK Mixod Invostmer 614.199 851.806 454.143 224,333 717.221 158.756 80.588 8￿001 819.878 489.220 254,043 831754 36,756 97.295 £ 3.101.054 £ 3.178.747 14

THE CECILAND HILDA LEWIS CHARITABLE TRUST NOTES TO THE FINANCIAL STATEMEKrs 11 CREDITORS 2024 Ac4xu4$ 12,013 12,067 £ 12,013 £ 12.067 13 LEOAL STATUS The Tiu8t is a Charity ¢onstilut8d ty Trust Oeed. The principal place of bu8irn88 18 at RotheNM¢d, Jumps Road, Chur¢ Famham, Surw, GU10 2JZ. 15