TrES & FGOCIDIAAN IRLBT

FOR TrEYEARENDED 31ST IAARCH 2025
Tr￿1 Irlomiau
Pw1
T￿￿eel. Rewt
Pagfis 2 to3
Rqport rAtr* Ind•F4nd¢rd Ey•
P80• 4
Paps
Balv*• Sh••t
Nol••t• F(MneJa Stthffl
P•goB 7tt5 6

W1G7EP
Mrn DT•W•y
DrMTaW
Mr5 J S Taknfay
Mrs FTakky
IndeF*￿nI E¥amThr.
Wey C¢JJrtWest
Unin)Th Road
Famham
Swrey
Gl￿7PT

YHES &F GOODMAN TRUST
TRUSTEES. RÉPORT
FOR THEYEAR ENDED 31ST MARCH 2025
TheTrusteeG pre5Bnt Ihelr anntsal tEport togetherwlhthe fhanplal slaterneThb alThe S & F
Goodman Trust Ithetsust) forlhe year ended 31 March 202& The Tn￿leeS conffrn thalthe
Annual report and financi31 statement5 of the trust cornplywth the Gunpnt 5talulory
requlrements. th8 raqulrarnents ofth8trdgVs go¥8mlng document and th? prD¥islons ollhe
St8temenl ol Rewrnmended Practice ISORPI, appllcHbh to thar￿e5 preparfTrJ IheirarKourts In
ac¢ordan£e ￿th thg Financial Reporting StaTrl* appllcabto In the Rep￿1¢ ollr¢lw
IFRS 1021 leffe¢tivè 1 January20151.
1. Legal Stakns
S & F Goedmqn Trtsgl k4 N￿51•r1d￿1h th• Charty Commi59ion, chewity nurnb8T260908.
Th¢ truit fjj comltuw under aTw8t D&ed daw 14 ¢Xobgr 1989.
l Object of thaTrust
The oi¥erts Dfthe trust arethg &%13￿shmEnt, malnlBnanr4 ￿, management8TvJ the
a&ststancaorfurtheranc8 ofthe charitabl8￿Ik carr*1 un anywhBte In the worfd In ￿￿Tre¢bon
th tha cara of parsornswho sufferftom any mentaldlsabllty. bandieap ¢rdtsordw and such other
chanlablB piwpose5 a5the trustees shall dete￿ine.
3. Revtewofthe Perfod
The flnanGL71 ar￿ POS￿0￿ ofthe trust are as 5hNYn in the Ennexed accounls.
Th8trLk81conllnued to ￿ceNe In¥￿tment Incomefrom hs In￿tmentS￿ QulttarCh8Yltsl
Inv85lment ManageTB.
The tNs1 net Incomlng unrestrlcted flmds of£26.437 fortheyearbEfore inbEStmenI￿1n5.
PubTJc Bvneltt
Tha trust support8 charitable worktthughout Ihewld conneclon the c2r&glpEr50ns
0 8uff8rfrom ary mental dkn￿lty, handicap ordlBord8r.
& FU￿18 Developments
The Iw5tees *ill Gontirlueto rewewsiit8blg pwoj8d81o id8[￿lty9mts ￿[Gh can b8 mad8wkhln
thp purp)se$ of Ihe tru$t.
& Investments
inve51ments are hehl un(krthe management of QuitterCh6ViOt Investrnent MarAg8r8
untn such tlme ￿ monks are roqulredto be eys¢nLW forthe purpose Oft￿ trusL
Pap2

THE S & F GOODMANTRUST
REPORTOF ThE INDEPE14DENTEXAMINER
TO THE TRUSTEES OF THE S &G GI)QDMAN TRUST
I report on thèfinanclal statementsforth8ye8r6ndad 31st March 202S as set0￿t pag85 Sto &
R•SP6¢tlvè res[￿nSIbIlI1[¢S tsf trustéos and IndwdontèKBrnlner
Th? chatys tr￿1￿ aro raspoasible forthe preparnih)n of the a¢¢ounts. The ¢harfW$tN$tees
conslderihal an audit k4 not requirtd forthis yearlundeT sectloTr 144PI ofthe GtrOTit*$ A¢t2011
(th8 2011 Act) andthalan lndwndent￿an￿nlf￿n Is n68d8d.
11 LB rny respon5￿lIty10
examine theac¢ounts vnderseG1h)n 145 olthe 2011 Ad,.
tgfDllowthe procedur6s lald down in tha Gen￿81 Drections gNen bythe ChaTity comm￿S1On
undar seCt￿n 14515llbl Of1￿ 2011 A￿., 8nd
t• $t4te mattern h¥¥e ¢￿￿?10 my 4tenUon.
B9515 ollnd8pond8nt oMamlnrf5 Stat•n•nt
pxHmknatiun vrd5 eaftied out in Acoxd*ce *ilh lkne General Dlrecllons g￿n ty lh8 Charty
c0mmisshine￿. An examinatlon ind￿￿e5 a rewew ofihe accountkng records keplty Ihe cha
and 8 cornpar￿n oflhe accounts r￿ented ￿11￿ th058 fBcanls. It aL4D indudes con5idpration of
Bry unusual ilern5 or dLsd05ure5 Inlhe aGrounts, and 5eBking eXpknnafiLw￿ frDm you as ttustees
tontxnlng any such matters. The procedu￿8 undertaken do not prowde all the evldenc6thai
wouklbe required in an audit an￿ con5EqtsBntly no ownion as lo whelhÈrthe aocounls
PTB5ent a and and the repart is limiled to Iha5e rnatters set out inlhe stalernent
IDdepBndentexllrnlnge5 51at4ment
ID thecournB ol myexamlrLqtsrffl, no malterhas Came to my attèrnlk)n.'
1. vthich giv￿ me reasonab￿ eausèto belwe thai kn anyrnthrfal Mpe¢t. the
requlremonL
to ke8p prcy8r8rLountkng rwArds in accordaTThwlh Secti￿ 130 of the 2011 Art Hnd
la prepare accounts whlch accornl wilh the a￿Unting reca￿5 andlo coffwjtyvlth thè
accounting requirements oflhe 2011 Act ha¥e nol beerb mel" or
Z towhich. In my DpiniDn, attention should be dr￿ In Olderlo £￿able 8 pmper llndÈrslarxlff¥J
of th8 accounts to ba reach8d.
DIckth￿ry FCA
ShawGlbbs (Audl4 Llmitod
Woy CourtW¢¥t
Unlon Road
Famhajn
SuTr¢y
GU97PT
71011gG
P8go4

THE S a F GOODMIJI IRUST
STATEMENTOF FINANCIALAcllviTIES
FOR TrtE YEAR ENDED 31SThTARCM 2020
2025
UnrB5trtEI
Fund$
2024
Unre8trlct8d
Fundg
INCOMING IIESOURCES
In¢omkng rn¥our¢o8 from gonAratsd
Irwoslmort 1￿C￿n0
Charft4blg aBtlvlt
27,34S
21326
TOTAL INCOMING RESOURCES
25.315
RESOURCES EXPENDEO
Charttsbh actfvJtlo•
Grants Payabl•
G¢¥6m•nc• Co
33,V26
900
900
34,478
CMt• olq•norJUng lund•
lTh¥#lm•nl Pthag•rF••8
TOTAL HE8OURCE8 EXPENDED
31,4n
NeTIOUTGOINOI I INCOMING RE8OURCE8
BEFORE QAJNS1{LO88E81 ON IIWE8TMENTS
19.1531
ILOWNI on Invulm•nts
74.112
Re411•od G￿ni1 ￿9•￿•) on Inv••lmwbts
NETmOVEME￿ IN FUND8
3D.107
61,959
FIN4DS AT18T APRIL 2024
FL14D8 AT 31ST MARCH 2026
923,767
893,880
The stst8m8nl olflnanclal lythdes galns aNI k7$5tt in thgy8ar.
All Incoming resource8 snd rnSOur￿S wèndèd d8rl¥èfrom athKI8s.

?Il,,{Ll
•*A

FOR YEAREIIDED 31STIIARCH 2025
1. Accountkng PolklBg
alBgth 01Ac￿Unl]n9
and R•wtirwa by Chwit*• pr¢p•rfr#J tho F￿￿￿￿81 R•[￿￿ St8ThJard app1k&b￿ In
UK and Republ￿ of I￿kn￿ IFRS 1021 ￿$￿d 16 X114 Fknarp*l FI•VJrt*￿ St•lld•￿ •pplEc•bkn In lh•
Urthed Wd¢m #nd R¢pubf*d Irdand (FRS 102) Ad2011.
bl Funds
G•nw*l ropmwtthe olth•tnthtth* *• nat Swtowryra￿ r8garthJ Ar•
¢1 In¢th
All incom•ts MctrJnW mthelNt•th#•ntHknwtt t¢ tr• th¢￿n•￿Il b•
ilnt•rwt 1K•￿•bI•
Inlermt onlU￿1• h•ld ond•po•# •r￿ wrthrtcwts• wdl•btr Lyth• tNrt
lh* l• nonTralty uwn p*1 or B
E¥penddurn l¥ r•¢tyn*•d on¢•th•M legAI ty ￿n$Inth c•Won ta m* pahTn•nl ta • thlrd party, I ￿ prob•bl•
th•t 5ott1¢rn6nt ￿11 b• r•qu¥•d Brrtl lh• *ntyJnidth twton can rbI￿bty.
In¥eikn•nts •rn •t ¥Akn 4t th• kn/gth• orlw g
revalu￿1￿ li tak•n to th8 SIAt8rMrt A￿4th.
shre ol irwestmoth hobj.
glTaxaUon
AB 8 qu8￿fy￿wl L*•. th?tnNI va I•￿￿3n.
hlGokno Cone•rn
Cm•h •t BMk •nd In
al bAnk arml In h￿j ithles eash Bltht8rffl Iq￿] In￿￿On￿rA*h a rnaturlty ofthree mo
orlDM from Ih of4cquiIIKn orop•nlw ollhp w¥knilv•wJ
11 Crod*or¥ and wovLryloM
T•dlorn ¥rrft pr￿1$10￿ •wg r•rpJrWkn•lP• obtrdth r•sWq from • p••t ownt th•1*
wvbabty ruul In th•trarAforrffuTrJs to a thknl pwty th￿th• amtyJM duato SdU•th• can b• messwed c
k>FIn￿¢141
The Iru•t finIn￿oI 8ssels fthorml of• knrrtl IhalfW8ffy *$ bfft$*finan￿￿ Bask
ffflanciBI ir￿trUMents arB inthalty aitrdrtsxtpjrb ¥8kte ￿ $theq￿nty rr*a8Ut*l at Ihelr seW•menl v•lu•
mothc¥J.

THE S & F GOODMAN TrUST
NOTES TO THE FINANCtALSTATEMEPll5
FOR THE YEARENDED 31ST MARCH 202S
I Iwestrn•Atlncom•
re￿I¥8d
Bank Interesl racewed
25.326
3. Grants payable
DonaYon5
33,625
33.625
Postaga and Sundry
Independent Ex¥mln¢r F
900
900
202S
￿￿￿gere￿orge$
Ffx•dAsa•llnveslm•nl8
2015
As at 1stApril 2024
Add￿On$
D￿p¢S#b
871417
12,315
803.778
Be4.732
798.305
Chang8 In Market Val
As at315t March 2025
8B&402
872.417
al 15tApril 2024
JldNfjon$
Di$posols
AS 0131st March 2025
779.805
1131S
785.279
121
As ai 18tApnl 2024
Unr8aN88d galnllhxs) in year
Unreabsed gans IIos88518131st Marth 2025
.611
18.499
Pall• 8