Charity Registration Number. 262580
THE SUE HAMMERSON FOUNDATION
ACCOUNTS FOR THE YEAR ENDED S APRIL 2025

THE SUE HAMMERSON FOUNDATION
Pa8e
TRUSTEES, ANNUAL REPORT
INDEPENDENT EXAMINER'S REPORT
ACCOUNTS..
Statement of fJoapciJi a¢tLViIi
BJlJnce sh¢
Nore$ 10 Ilie a<couni$
7. 11

THE SUE HAMMERSON FOUNDATtON
TRUSTEES. hTrlNUAL REPORT
FOR THE YEAR ENDED 5 APRIL 2015
CONSTITUTtON
Tlie Su¢ HJinm¢rsoii FouiidatJoiJ is regist¢r¢d Mtli tli¢ CIIJTlry Coiniiiissioii¢rs (No. 2625801 Jjid Is cotsstituted by d
Deed of 'l'rust dat¢d 23 Mdrcli 1971. Tli¢ tTusfttJ PTtseiJt tli¢it AniiuJl Repori Js vijdet. iog¢tli¢r Witli rl)e AIiiiual
A¢couiiTs a5 atratlied. for the year ended 5 ApTII 2025. These liavt been prepJied in 4¢cordance witli rl)e TTUSt Deed
and tlie Chaiiries Aci 2011.
SETTLOR
Tlie settlor of. rhe chiTiry was the Idte Mr5 Sue Hammer50D CBE.
OBJEcfs AND GRANT MAKING POLICY
Tlie object ol. the cliariry coi)tiJiues to be to 4pply capit41 and incojnc to such chirttable PUTP05e5 as the trustees
thiiik fit. Eyery tn4tter sliall be deterniJtLed by 4 mJiorJry of tru5rtt5. Tile ch41rttLJJJ 5IJall h4Ye an extra (Jstiiig vote.
Tlie trustees liavt the power to employ and pay such 5ecreiary or sttrdJrie5, OT orlier offJciJl staff. as tl)¢y ihink fit.
PUBLIC BENEFIT
Tlie Trusrtts coiifiriii Ihdl Iliry liaye cojiiplied willi Il)eir dury ui)der stttJoi1 17 of Ilie Cliarjlies Aci 2011 10 liave
Tru$i's graiit iiiakiiii Aiid reldied aci)vit)es sei liow we furiljer our cli4Tll4ble PUTposes for ili¢ public btiiefjl.
cliarities wliicli ITlttt rlie Trust s objeeiive$ are eljsible io Jpply. MLe publi¢ baiefii 15 delivered by tlie cliariiies
wliicli reeeive 8rdIiis from tlie Trusr.
ACTIVITIES AND FINANCIAL POSITION
Tli¢ Itv¢l of ijiconi¢ Jijd eX￿ndItUr¢ aild y¢Jr ¢nd fii)JJicial p05iiioJi w¢re 4$ ¢XPfftd by ¢lJ¢ tru51ttS.
TIAe iiet asse15 of Ilie chariry 4$ 4¢ S April 2025 amouiiied io Q,42l637.
INVESTMENT POWERS AND POLICY
No 5dle of s114res itj Hdninierson PIC sliall be niddt at any tinje wiihout firsi 8JviiJ8 tlie cliildreji of tlJe Settlor tlie
opportuntiy of purchasitts such sh4res dt tlitir market price.
Tlie iJive51rtieI)1 Strare￿ ser by tlie trustees lias been ro dJveTsJfy where appropiJJi¢ fiom Hdfflmer5011 PIC sliares Jiid
provide discretion to tlie Inve5tnithil maJiJs¢tS to Pursue a balanccd iiicom¢/8rovnli 5trartgy wirli Ii)W-niediuJii IIsk.
Tlie Efu5tees Are reporred to on a Tesular basis by Ihe iDvesrmcni fflaDJseis.
RESERVE POLICY
It is tlie policy of tlie cliJrity to niJiiitJit) its iiiconit reserves at J level equivJleiit to tliree years cliaritdble
expeiiditure, wliich equate5 to approxiniattly £205.IKMI based oji tlie currejit year. The charitable expejiditure has
bteii itifl4ttd i¢1 rtc¢¢it y¢Jrs due to proEessioJiJl Eets incurrtd in rdJ¢ion io tlie proposed merger willi tlie Sue & L¢w
HJiiiiiier$¢ii Cliaritablt Trust Jiid relai¢d nijtters.
Tlxe trust vprratts willi this l¢vel of rrserves in (>rdtr ¢0 have availdble funds For mdkiiig subsianrial pa>inri)ts tv tlie
Lewis W Hdllltxierson MeinoriJl Honie ft>r £Jpi¢Jl ImpTOVtmetst works. At tlie year eiid Frtt reserves w¢r¢ £62.761.
Tlic tiust will con5JdeT botli tlie necd5 of px>tcDtial betjcriciAn￿ d]e need to Increase tli¢ Income rc5etves ￿hen
agteeing futuie chaijtable eTpendLtuie.

THE SUE HAMMERSON FOUNDATtON
TRUSTEES. hTrlNUAL REPORT
FOR THE YEAR ENDED 5 APRIL alZ5
RISK MANAGEMENT
The riu5ttt5 have exatnined the tnajoT risk5 which the chAriry fa￿5 aud collfiTJn thar 5yStems have been esrab115hed
to enable regulJi le￿r[S to be prduccd to them to les5eD such r￿ks.
CONNECTED CHARITIES
Tlit trust shares som¢ commoji tru*itts with Sut HJmmersoD Trust G (file Sue HJmmersoii ChJriiJbl¢ Trust) aiid
tlie Sue Jlid Lew Haninjersoii Charitjble Tiust. Tjie priDcipJl Jddress for tiles¢ rliaritie$ is ai tlie offices of Ilie
se¢r¢tdrits as sraied on p48¢ 3.
TRUSTEES
Tlie chariry rrusitts are as follows:
Mrs. Patricia A. Beech41tL
Antlioiiy J Beriist¢iJi Iruir¢d 14 Ociober 20241
D. Rory IIJnini¢rsoD.
Louise E WJJdliof¢r
Ar4b¢lla Z Parr
Kareij L Mckay
Jdnies A Trafford IJpFoinied 14 Ocrober 2024
REGISTERED ADDRESS
Re8lStered otrfice.. Acre Housc, I 1-15 Wtllidni Road, IA>Ddoii NWI JF.R
STATEMENT OF TRUSTELS, RESPONSIBILITIES
Law applicable to chdriiies in En8J4nd & Wales requires trusiees to prepare accouL)ts for eacli fLllallC141 year whicl)
of tlie year luiiless tlie clidrLry Is eijritltd tts prepare accotsrtrs on rhe AlreTnaiive TeceLPiS and payniejirs bas151. IXJ
prepariLig a¢couJii$ 8JvinB d rrue aiid faLr view. tlie rrusrees should follow besr pracrLce 411d..
select $tsitible accountins w>lieies and apply tliem ti)nsLStentlr•
tlldke jud8enieiitS 4Jid e5tltEJ4tes tl)ai Jre re4S0114blc 411d prudent-
state wlietlier ApplicAble JC£OUJl¢LII8 5taiidJrd5 and statemeiit5 of recoftLfflei)ded Practice have btti) followed,
subject to aiiy dtpJrtUTts disclosed Jiid expl4iiJed iii tlie accouiits-
prepare tlie Jccouijts oji tlit 8OiDS CODcerD ba$1$ uDlos it IS IlJ4ppropriJte to pre5urDc tlJ4t tlie cliJriry will
Tlie iru5tee5 Are re5POJ151ble for keepLll8 accountlll8 r￿ordS which d15c105e wjrh reasonable accuiacy rlie fiiidncjal
P05Jtioii of ilie cliariry ind whLch ejiable rhetn to <J15uie tliai tlie 4ccouiir5 lOtE)ply witli tlie Jpplicable law. Tliey Jie
also respoiisible lor sAle8uardin8 the assets ol tlie clurjty Jiid liencc lor takiJi8 reJsonJble steps for tlie preveiitioi)
and detection of fraud and other Jrresularitjo.

THE SUE HAMMERSON FOUNDATION
TRUSTEES. ANNUAL REPORT
FOR THE YEAR ENDED 5 APRIL J)25
PRINCIPAL ADDRESS
PriiicipJl addrtss..
A<rt Hous4
11-15 WillJa]n Road.
LA)JidoJi NWI 3ER_
ACCOUNTANTS AND STr.CRTr.TARIFS
HW Fislier PTofessional SeTViCts l.Imired
AcTt House.
11-15 Willjam RoJd.
Londoii. NWI 3F.R.
Indepeiident ￿a￿l[ler=
Crowii ai4nibers,
Bridse Street.
Salisbury.
Wilts. SPI 2LZ
SOLICITORS
Forsrers LLP
22 Baker Srreet
Loiidoji
WIU 3BW
BANKERS
Utiioii Baticaire Privée IUKI Limited
One BAnk Sirttt
Caiiary Wt)4Tf
Loiidoji E14 45G
INVESTMENT ADVISORS
Utiioij Bdncdire PrLvée IUKI Limired
One Baijk Stre
CJ114r)' VllJ4Tf
ndoji E14 4SG
Si8iJed.. MTS P41Ti¢iI A B¢¢¢ham
TTUStee
D. Rory H4mm¢rJon
TTUStte
LA¥uise W Waidhofer
Trustee
Arabella Z Parr
.￿11. p_.
Trusttt
K4rcD L Mckay
-_m
Trustee
Jime$ A Trifford
. T.-rr_J
Trustee
Dated: 18 May 2026

INDEPENDENT EXAMINER'S REPORT
TO THE TRu&fEES OF
THE SUE HAMMERSON FOUNDATION
I rtpori on the dccounts of ilit ¢liaTity for the yeaT ethdtd 5 ApTJI 2025. which aTt set out oi) pJge$ 5 to 11.
Respective reS￿r￿sIbIlItIeS of trustees and eUmiDer
Tlie cliarity 5 trustets are respousiblt for the preparJtJoJi of the accounrs. The chariry's trustees consjder tliJt an
audit is iiot required for tliis year ujider ol se<tioJ1 144121 of tlie Cl)Jrities Act 2011 Itlie 2011 Act) ai)d that ali
ijidtp¢iid¢iit examiijdriot) is l￿d￿.
F.XdTiiine the accounts uiider section 145 of the 2011 Aci.,
To lollow ilie PT(Kaurcs laid down iii rlle s￿leTAI Dir<ciioThs pven by rhe Charity Commis$101i uiider
To 5Eate whetlier pariiculdr nidtter5 have cotne to my attention.
BASIS of indeptndent ¢xamtt)er's repDrt
My ¢xaiiiiiiJlioii ￿.￿$ carried our iIi ac¢ordaii¢e wjrli Ilie Gener41 DITe¢iioiis given by tlje Cl)dTIty
Ali ex4111111411oii ijicludts d ievitw of ilje J¢coui)liiig records kept by Ilie clidfiry 411d d
coiiipdrisoii of tlie accoutiis presetiied witli rhose records. 1¢ Jlso iiicludes coi)sideraiioJi of diiy uI)usu41 ittiiis or
procedures uiideri4keIi do iiot prti￿de all tlje evjdeiiee ilidr would be required Lll ail dudii, dild eoiisequeiiily iio
OPiIiiOiI 15 SIVeIl d5 to wlierlier rlie accouiits present d "Irue and fair vicw and ilif retx>rt LS Iirniied io t1105e
iilarters set out iIi tlie 5tarenient below.
Ittdtpettdeni examiner's siitemethi
141 wliicli Bives rtie rea5011dble Cause to believe thai iii Jny m4ieTial res￿[ ilie requLrements-
lil to keep 4CCOUlltiiJs record5 iii accord411ce vritlj $￿tIo[l 130 of tlie 2011 Aci: Jijd
lill to prepare J£couiit5 wliicli dccord witli tlie aCCOUli¢LJ￿ records Jiid coiiiply with ilic 4¢£0uiJrin
requirenieiits of the 2011 Att..
Ibl to wliicli, iii niy opiiiioii, JiieDtjOD should b¢ drawii iii order to eiiable a proper uiJder51JiJdi118 of tlie
to be redrlied.
Crowii Charnbers
Brid8e Strttt
Salisbury
Wilts SPI 2LZ
DatLd..

THE SUE HANIMERSON FOUNDATION
srATE.MENf OF FINANC]AL AcrtvrrI&s
roR'IHF.YFAR Tr￿1)￿￿) 5 APILIL Jb25
Notcs
ufjrc51rl￿
Fund5
Total
EndownrncTht
F￿￿￿5
Fund5
INCOMll AND ENIX)WNMENTS
lovcstthcot Incothc..
39,793
39,793
TOTAI. INCOMF.
55hll
39.81M
Tr.XPP.NJ)tTURF.
(A)iis 1rD¢rAli￿$ furt
{B35NI
(71.6SZI
IOP2691
TOTAI. F.XPP.NniTURf.
{BJsNI
1082691
Nll'f INCOMIIII.XPtr.NDI'fuRI:.I BF.foRB
GAIN.$/ ILOSSI'.$1 ON INiryisfMLIKrs
loj￿>
i*ia21
1.6521
Re4liK
922
6.922
{119,4431
247.Q33
247.033
UDr¢AlJ5
{1132711
205251
NI?'I' MOVI2MI.'NI' IN fLINIXS
I19￿7¥2>
IIW81
{￿.4¥jI
I￿,446
BAIJ4NCI'. BROUGH'f FORWARI) AT 6 APRIL 2024
2JOQ658
2.367.Q59
108,572
BAIANCI? CARKIF.l) foRWARI) A'f s AVAII.
2J6W6
61761
I426￿?
2,56q65B
2.6.16,077

THE SUE HAMMERSON FOUNDATION
BALANCE SHEET AT 5 APRIL 2025
Noies
2025
2024
FtXED ASSETS
Investments
1501.862
2.672.582
CURRENT ASSETS
Debtors
Casli ai Bèiik
io
1695
45,120
2.684
44,148
47.815
46.832
CURRF.NT LIABII.ITIES
Creditor5
12
1123.0401
183,3371
NET CURRENT ASSETS
{75225}
136,5051
1426.637
2,636,077
Repre$eIiied by.
FUNDS
Fiidowiiinenr
14
15
1363,876
61761
2,500,658
75.419
1426.637
2,636,077
Mr5 PatriciA k Beecham
Tru5ttt
D. Rory Harnmerson
Tru5ttt
IA)ui$e E WAidhofer
TIu5te¢
Arabcll* Z Parr
A.-&ll_ P_.
TIu5tee
KarEtt L Mrkay
_A4
Trustee
J4mt$ h Trafford
Trustee
Dated.. 18 May 2026

THE SUE HAMMERSON FOUNDATION
N(yrLs TO THE ACCOUNTS
FOR THE YEAR ENDED 5 APRIL 31ZS
ACCOUNTING POLICIFS
al Accountin8 Convention
The accounis have beet) prepared in accordance wirh Accounting and Reportjng by C.Iiaritie5'.
Statetnent of Recornmended PiactJc¢ Jppljrable to chartr1¢5 prepaiing theJT account5 In
accoidance with the Finarttial Reporting St•nd#rd Jn the UK and Republic of Ire14nd
IFRS102Xeffective January 20191 and rhe Charirie5 Aci 2011 and applicable regulations.
The accounts have been prepared under the hJstor1¢41 cost conventjon wjth Items reco8nis¢d
4t Cost or transactjon value unless otherwise stated In the ielevant notes to these accounts.
bl Investment Income
Invesiii)eJii iiicon)e is accounted for in the period in which the chariry is eniirled ro receipr.
c) Expendiiurt
F.xpendiiure is iiicluded on an accruals b451S.
Grdnrs payable from income funds are recognized as expenditure in rhe period in which The
dot)atioii is siven.
Support Costs have been allocated to chdrltable aciiviiies in reco8niiion of the adn)iiiisiraiive
CO515 of dwardin8 sfdnrs. Governance c05rs relaiins ro the cosrs of public accounrdbility of rlje
chdriry have also been dllocaied to charltdble aciiviiies. The dllocallon o( Support Aiid
8overndnce costs is analysed in note 3.
d) Fixcd asset investments
InvesiineIiis are iiicluded at closins niid-niarkei value at tlie balance Sheet ddre. Any sain or
loss on rcvaluaijoii is tdkcn to Ihc Staiemeiii oc Financial ACtI￿lIes.
e) Fund Siruciure
FuEJds lJLld by Ilie cljariry dre..
Capiidl funds- these are funds thai can onl). bc used for Cdpiidl expenditure within ihe object5
ol tlje charity.
Inconje funds - thue are funds which can be used in accordance with ihe chariiable objects at
Ihe discretion of the trusi¢e5.

THE SUE HAMMERSON FOUNDATtON
NOTE5 TO THE AccouNfs
FOR THE YFAR ENDED 5 APRIL 2025
SUMMARY OF INvE￿[￿T5
Malk￿ Value
at &4.24
MatlLtt Valut
at 5.4.15
IncDme
H*mmer50tL plc
25p nrdin.iry ihar¢5
2.5.5.5
IiB6
129
SG Hambr(ks Portf4)liO
2.670.027
1499.676
55.483
TOTAL
2,672,482
1501.862
M.Irk¢i valu¢ at 6 Apiil 2024
Di%wsals Jt Iipenin8 mJrket value
2.672.582
1569,8271
429,755
Ch.In8L IN v.'IIu< diirin8 ihe ye41
2,.501,862
UK Quiii¢J %tt'uriti¢s
C,i%h htld Br()ke
2,447.67(>
.44,192
2,.5111.862
At .4 April 2025
2,.501,862
2,672,-SR2
TOTAL EXPENDITURE
Other
f05tJ
Gtant
Tot41
20
Total
2024
C05t5 ofseneratiJ]8 funds
Invcsimcnt m￿￿a￿mCnt Lost
83J
71.652
Ch4ri14ble oriivjije5
Grant lurtding ol artivilics
7.767
60.502
72.9.49
91271
151.773

THE SUE HAMMERSON FOUNDATtON
NOTE5 TO THE AccouNfs
FOR THE YFAR ENDED 5 APRIL 2025
INVESTMENT MANAGEMEN[ COSTS
2024
Other LO$ts ol'generating (unds comprJSe'.
Accountancy and taxation ltes
lks.ll aDd prnfe5%jfJnal fce5
1&655
50.725
1&124
10,877
46,In.s
14.670
71,6.52
5 ACTIVITIES UNDERTAKEN DIRrcrLY
2024
Oib¢r LU5t5 r¢lJtiDs tu h¢alth iarc and r¢ligiuux rauses compn5r.
ALLI)UntJtliy taxation lets
ank chJr8e% and interesi
Ind¢p¢ndeni F￿a￿l￿ers, fecs
5.552
595
-1.625
l.YUO
7.767
.l.Y.40
6 GRANTS PAYABLE
2025
2n24
Gran15 w¢r¢ mad¢ tu th¢ lullowin8 in511¢U110115 r¢laiins io health cawc and Tclisious cau5C5.'
.Sue & Ixw I lJmmew)n Lhiriiable Trn$i
60.302
67,nlO
67.nio
7 COVERNANCE COSTS
2024
Othcf $17Ycrnartcc co$t.% iomprisc..
Ind¢p¢nJent F.xAmtn¢rs' fees
1.800
REALISED GAIN/ILOSSI
2(i24
Prolit/lloss1 on Disposal of T.isted In%estments
922
UNREALISED GAINILOSSI
2024
Gain/ll l on Rcwaluation of Invc5tJncnt5
55
GJitt/llussI on Fufcign F￿(ha￿sC
1119.4431
1757
247.033
1202
246,880

THE SUE HAMMERSON FOUNDATtON
NOTE5 TO THE AccouNfs
FOR THE YFAR ENDED 5 APRIL 2025
10 DEBTORS
2024
Tax recoverable & Other debtors
1695
2,684
11 CASH AT BANK
2024
SG Hambrus
45.120
12 CREDITORS
2U24
-%ue I lJmmcYson Trust G
Su¢ & l￿W I lJmm¢rson LhiTiiabk TnJsE
ALLruJ15
191
37.701
49.148
23.07.4
123.ts40
83.317
13 ANALYSIS OF NET ASSETS BETWEEN FUNDS
FndownmeTht
UThrestri¢¢ed
Tot41
I,uDd bJl.Trncc5 ai S Aprtl Are Tepfe5ented by.
InvLAtmL'nt¥
tkbt17f5
1501.862
1695
1103,9661
136.7151
1501.862
2,695
Il23.0401
45.120
119,074
81.B35
C11 sh at Bank
63N6
61761
1426,637
14 ENDOT*NMENT FUNDS
2024
Balartic brought (ofwAid at 6 Apnl 2024
2.367.0.49
Iks5'.
Gainll10551 on 5a1¢ ol- invesimenis
GJin,/lln551 FnTeisn r￿ChAnge
Nct rnoyctncnt In maikct Y31uc5
FJpenses (Note 41
922
17571
{119.443
247,033
171,6521
It96.n21
193.599
Balance carried IoTward 31 5 April 2025
U63.876
2,-560,658
10

THE SUE HAMMERSON FOUNDATtON
NOTE5 TO THE AccouNfs
FOR THE YFAR ENDED 5 APRIL 2025
15 UNRFSTJUCTED FUNDS
2024
Balartce brought lor*atd tht 6 Apnl 2024
75.419
108.-$72
Nci IDCnmC fDr ihe y¢*T
111658
Balanc¢ carri¢d lorward at 5 April 2025
61761
75.419
16 RELATED PARTY TRANSAcfJoNS
Note 12 di5c1o4¢ crcdiior balances ai the yt4r end and balances are owal to chari¢iei with Some common trusltts.