Docusign Envelope ID". 1BE1 BA80-38374F19-828E-5340AD24AF72
LEWISBt20WNLEE
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
Mrs Rosemary Richardson Dr Hugh Horne The Sir Geoffrey Todd Trust The Chase Chichester Road Midhurst West Sussex GU29 9QE
29 September 2025
Our Ref: T8016/MW/APS/SM
Dear Hugh and Rosemary
## **The Sir Geoffrey Todd Trust Accounts for the year ended 31 December 2024**
I am pleased to enclose the following:
**1. The full accounts for the Trust for the year ended 31 December 2024.** Please read through the accounts and provided you are happy with them please electronically sign them. The Independent Examiner’s Report will then be completed, and a copy of the accounts will be sent by email.
The accounts have been prepared from the records provided. Hugh signs both the Trustees Report and the Balance Sheet. Rosemary signs just the balance sheet.
If you have any queries in relation to the above or world like to discuss the accounts with me in more detail, please do not hesitate to contact me.
Your accounting records are now ready for collection. Please contact the office to make suitable arrangements for collection.
Thank you very much for your assistance and thank you for choosing to work with us.
Yours sincerely
Adrian Sharp
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
```
REGISTERED CHARITY NUMBER: 298597
```
## **`REPORT OF THE TRUSTEES AND`**
## **`UNAUDITED FINANCIAL STATEMENTS`**
```
FOR THE YEAR ENDED 31 DECEMBER 2024
```
## **`FOR`**
## **`THE SIR GEOFFREY TODD TRUST`**
```
Lewis Brownlee (Chichester) Limited
Grange House
Grange Road
Midhurst
West Sussex
GU29 9LS
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
## **`THE SIR GEOFFREY TODD TRUST`**
## **`CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024`**
|||**`Page`**||
|---|---|---|---|
|**`Report of the Trustees`**|`1`|`to`|`4`|
|**`Independent Examiner's Report`**||`5`||
|**`Statement of Financial Activities`**||`6`||
|**`Balance Sheet`**||`7`||
|**`Notes to the Financial Statements`**|`8`|`to`|`12`|
|**`Detailed Statement of Financial Activities`**||`13`||
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
## **`THE SIR GEOFFREY TODD TRUST`**
## **`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2024`**
```
TheTrusteespresenttheirreportwiththefinancialstatementsofthecharityfortheyearended31December 2024.The
TrusteeshaveadoptedtheprovisionsofAccountingandReportingbyCharities:StatementofRecommended Practice
applicabletocharitiespreparingtheiraccountsinaccordancewiththeFinancialReportingStandardapplicableintheUK and
Republic of Ireland (FRS 102) (effective 1 January 2019).
```
## **`OBJECTIVES AND ACTIVITIES`**
## **`Objectives and aims`**
```
TheTrustwasfoundedinmemoryofthelateSirGeoffreyTodd,MedicalSuperintendentofKingEdwardVII Hospital,
Midhurstfrom1935to1970.ItsprimarypurposeistoprovidefinancialsupporttoapplicantslivinginMidhurstand the
surroundingarea,whorequiremedicaltreatmentorequipmentformedicalconditions,whichmaynotbeeasily available
through the NHS or Social Services, and which otherwise may not be readily affordable.
```
```
TheTrusteeshaveacquiredconsiderableknowledgeofthecontinuingproblemofmentalhealthdifficultiesexperienced by
manyschoolchildrenthroughouttheUKandinthisarea.Wehaverecognisedthisneedoverthepastfewyearsand we
continue to receive many applications from our local schools.
```
## **`Public benefit`**
```
TheTrusteeshavepaiddueregardtoguidanceissuedbytheCharityCommissiononpublicbenefitanddecidewhat activities
the Trust should undertake as a result.
```
## **`ACHIEVEMENTS AND PERFORMANCE`**
## **`Charitable activities`**
```
Asinthepast,theTrusthascontinuedtoworkalongsidetheWilliamHeatherWillTrust(WHWT)inproviding financial
supportfortwoofthecounsellorsatMidhurstRotherCollege,ourexcellentlocalsecondaryschool.Withabout10% of
students benefitting from professional help every year, we recognise the importance of the grants we make to this school.
```
```
TheTrusteeshavealsoprovidedgrantstofivelocalprimaryschoolsduringtheyear,aimedtowardshelping various
distressedyoungsters.ThesechildrenbenefitfromtheattentionofaNurtureUnit,partiallyfundedbytheTrust, at
EasebournePrimarySchool,andfromprofessionalhelpprovidedbyplaytherapistsatSlindon,Petworth,Fernhurst and
Harting.Asinpreviousyears,andalongsidetheWHWT,fundingwasagainprovidedtosupporttheimportantroleof an
experienced family support worker at Fernhurst.
```
```
FollowingarequestfromoneoftheGPpartnersattheMidhurstMedicalCentre,anebuliserwaspurchasedforuseby a
patientofherswithchronicrespiratoryproblems.Fundingwasalsoprovidedforthepurchaseofthreenebulisersfor general
use when necessary by patients on a loan basis.
```
```
TenyearsafterhehadinitiatedtheMidhurstShoppingService,aimingtosignificantlyimprovethegeneralwellbeing of
elderlyresidents,TrusteeDrAndrewHopkirkdecidedtostepdownfromhisenergeticandenthusiasticleadershipof the
service.RecognitionwasmadeofthehugeamountofdedicatedworkputinbyDrHopkirkoverthepastdecade. Fellow
TrusteeMrsSandraEvansagreedtotakeovertheorganisationoftheservice,andMrsRosemaryRichardsonvolunteered to
act as liaison officer with the community bus (MyBus) committee.
```
```
Page 1
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
## **`THE SIR GEOFFREY TODD TRUST`**
## **`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2024`**
## **`FINANCIAL REVIEW`**
## **`Financial position`**
```
Thelevelofinvestmentincomehasreducedslightlyfrom£9,733to£9,583.A£25,000donationwasalsoreceivedfrom "The
FriendsofMidhurstCommunityHospital".Expenditurehasincreasedfrom£9,378to£58,298.Thisisexplainedbythe grants
paid out totalling £51,280, a significant increase from the £3,850 paid out in the previous year.
```
```
At the year end the Trust continues to be in a strong financial position, holding reserves of £340,453 ( £344,062 -2023).
```
```
TheTrustcontinuestoenjoyahealthyfinancialsituationwhileattemptingtorespondpositivelyfromincreasingrequests for
funding, particularly from our local schools.
```
```
WeremainsatisfiedthattheassetsoftheTrustarebeingusedefficientlytoachieveitsaims,withregularreviewof income
from our investments with Investec and BNY Mellon.
```
```
ShouldanydonationsbereceivedunderGiftAidorDeedsofCovenant,recoverableincometaxwouldberecognisedon each
occasion.
```
## **`Reserves policy`**
```
ItisthepolicyoftheTrustthatunrestrictedfundswhichhavenotbeendesignatedforaspecificuseshouldbemaintained at
a level equivalent to 18 months expenditure. This level of reserves has been maintained throughout the year.
```
## **`FUTURE PLANS`**
```
Withthecontinuingsituationofamentalhealthcrisisamongschoolchildren,partlyrelatedtotheCOVIDpandemic,we shall
continuesupportingourlocalyoungstersthroughfundingvariousformsofextraprofessionalhelpinourschools.With the
continuing inadequacy of local authority funding, this is particularly important.
```
```
WeshallcontinuetoensurethatourlocalGPsandotherhealthprofessionalsarefullyawareoftheTrust'sexistence, with
encouragementtoapplyforfundingforindividualpatientswithmedicalproblemswhenappropriate.Wemustnotforget the
fundamentalaimoftheTrust,'thereliefofsickness',aimingtohelpthoseinparticularlydifficultcircumstances. However,
ourfundsarelimitedandwemaybeunabletoprovideadequatefinancialsupportforvariousexpensivesurgical and
orthopaedic procedures.
```
```
Finally,specialthankstoallmyfellowTrusteesforalltheirenthusiasmanddedicatedworkinallaspectsofthe Trust's
activities, and in supporting our local community in this way.
```
## **`STRUCTURE, GOVERNANCE AND MANAGEMENT`**
## **`Governing document`**
```
The Trust was established by a charitable trust deed on 14 January 1988-as amended on 6 June 2005.
```
## **`Recruitment and appointment of new trustees`**
```
EachTrusteeisappointedforhis/hergeneralexperienceandskills,withnospecifictrainingorinductionfelttobe necessary.
NewTrusteesareprovidedwitha'welcomepack'anddirectedtotheCharityCommissionwebsiteandspecificallyto the
introductory guide 'The essential Trustee: what you need to know, what you need to do'(CC3).
```
```
WearesadtoreportthedeathofMrGrahamEvansinMay2024.HavingjoinedthecommitteeofTrusteesin2014,his wise
wordsofadvice,basedonhisconsiderablelegalexperienceasasolicitor,wasmuchappreciatedonmanyoccasionsandhe is
much missed.
```
```
WewerefortunatetohavebeenabletoappointMrJonFifeasaTrusteeinNovember2024.Healsohasawiderange of
knowledgeandexperienceasasolicitorandhaspreviouslyservedasatrusteeforanothercharityandasagovernorat a
local primary school.
```
## **`Organisational structure`**
```
TheTrusteesaimtomeetregularlythrougheachyear,primarilytodiscussapplicationsforgrants.Whenfeltto be
appropriate,thesizeofeachgrantisdecidedafterconsiderationoftheapplicant'srequestandneeds,andafterreviewof the
funds available.
```
```
Page 2
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
```
THE SIR GEOFFREY TODD TRUST
```
## **`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2024`**
## **`STRUCTURE, GOVERNANCE AND MANAGEMENT`**
## **`GDPR and policy statements`**
```
Asinpreviousyears,theTrusteescontinuetoensureconfidentialityforallapplicantsbyfollowingGeneralData Protection
Regulations.AllindividualsseekingfinancialsupportareadvisedthatacopyoftheTrust'sPrivacyPolicyisavailable on
request.
```
```
ThepoliciesofConflictofInterest,RiskandInvestmentareasusualheldbytheTrustandsubjecttoregularreview,as are
the policies of Risk as applied to the Shopping Service.
```
## **`Risk management`**
```
Havingassessedtheriskstowhichthecharitymaybeexposed,theTrusteesaresatisfiedthatsystemsareinplace to
mitigate exposure to such risks.
```
## **`REFERENCE AND ADMINISTRATIVE DETAILS`**
## **`Registered Charity number`**
```
298597
```
## **`Principal address`**
```
R Richardson
The Chase
Chichester Road
Midhurst
West Sussex
GU29 9QE
```
## **`Trustees`**
```
Dr A Hopkirk
G Evans (deceased 2/5/2024)
Dr H Horne
Mrs S Evans
Mrs R Richardson
Ms M A Jones
J R Culley
Dr N Rangesh
J K Fife (appointed 15/11/2024)
```
## **`Independent Examiner`**
```
Melanie Welsh FCCA ACA
Lewis Brownlee (Chichester) Limited
Grange House
Grange Road
Midhurst
West Sussex
GU29 9LS
```
## **`Bankers`**
```
Barclays Bank PLC
North Street
Midhurst
West Sussex
GU29 9DL
```
```
Page 3
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
```
THE SIR GEOFFREY TODD TRUST
```
```
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 DECEMBER 2024
```
## **`REFERENCE AND ADMINISTRATIVE DETAILS Investment advisers`**
```
Rathbones
30 Gresham Street
London
EC2V 7QN
```
## **`Delegated management`**
```
Mrs R Richardson
```
07 October 2025 | 11:40 BST `Approved by order of the board of trustees on ............................................. and signed on its behalf by:`
```
....................................................................
Dr H Horne - Trustee
```
```
Page 4
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
## **`INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE SIR GEOFFREY TODD TRUST`**
## **`Independent examiner's report to the trustees of The Sir Geoffrey Todd Trust`**
```
IreporttothecharitytrusteesonmyexaminationoftheaccountsofTheSirGeoffreyToddTrust(theTrust)forthe year
ended 31 December 2024.
```
## **`Responsibilities and basis of report`**
```
AsthecharitytrusteesoftheTrustyouareresponsibleforthepreparationoftheaccountsinaccordancewith the
requirements of the Charities Act 2011 ('the Act').
```
```
IreportinrespectofmyexaminationoftheTrust'saccountscarriedoutunderSection145oftheActandincarryingout my
examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.
```
## **`Independent examiner's statement`**
```
Ihavecompletedmyexamination.Iconfirmthatnomaterialmattershavecometomyattentioninconnectionwith the
examination giving me cause to believe that in any material respect:
```
`1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or`
`2. the accounts do not accord with those records; or`
`3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.`
```
Ihavenoconcernsandhavecomeacrossnoothermattersinconnectionwiththeexaminationtowhichattentionshould be
drawn in this report in order to enable a proper understanding of the accounts to be reached.
```
```
Melanie Welsh FCCA ACA
```
```
Lewis Brownlee (Chichester) Limited
Grange House
Grange Road
Midhurst
West Sussex
GU29 9LS
```
```
Date: .............................................
```
```
Page 5
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
## **`THE SIR GEOFFREY TODD TRUST`**
## **`STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2024`**
|**`2024`**
**`Unrestricted`**
**`fund`**
`Notes`
**`£`**
**`INCOME AND ENDOWMENTS FROM`**
`Donations and legacies`
**`25,670`**
`Investment income`
`2`
**`9,583`**
**`Total`**
**`35,253`**
**`EXPENDITURE ON`**
`Raising funds`
`3`
**`2,015`**
**`Charitable activities`**
`Grants payable`
**`51,280`**
`Other`
`4`
**`5,003`**
**`Total`**
**`58,298`**
`Net gains on investments`
**`19,436`**
**`NET INCOME/(EXPENDITURE)`**
**`(3,609)`**
**`RECONCILIATION OF FUNDS`**
`Total funds brought forward`
**`344,062`**
**`TOTAL FUNDS CARRIED FORWARD`**
**`340,453`**|`2023`
`Total`
`funds`
`£`
`25,102`
`9,733`|
|---|---|
||`34,835`|
||`1,956`
`3,850`
`3,572`|
||`9,378`|
||`12,090`|
||`37,547`
`306,515`|
||`344,062`|
```
The notes form part of these financial statements
```
```
Page 6
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
## **`THE SIR GEOFFREY TODD TRUST`**
## **`BALANCE SHEET 31 DECEMBER 2024`**
|**`2024`**
**`Unrestricted`**
**`fund`**
`Notes`
**`£`**
**`FIXED ASSETS`**
`Investments`
`6`
**`325,959`**
**`CURRENT ASSETS`**
`Debtors`
`7`
**`560`**
`Cash at bank and in hand`
**`18,074`**
**`18,634`**
**`CREDITORS`**
`Amounts falling due within one year`
`8`
**`(2,100)`**
**`NET CURRENT ASSETS`**
**`16,534`**
**`TOTAL ASSETS LESS CURRENT LIABILITIES`**
**`342,493`**
**`ACCRUALS AND DEFERRED INCOME`**
`9`
**`(2,040)`**
**`NET ASSETS`**
**`340,453`**
**`FUNDS`**
`10`
`Unrestricted funds`
**`340,453`**
**`TOTAL FUNDS`**
**`340,453`**|`2023`
`Total`
`funds`
`£`
`309,287`
`1,593`
`33,182`|
|---|---|
||`34,775`
`-`|
||`34,775`|
||`344,062`
`-`|
||`344,062`|
||`344,062`|
||`344,062`|
07 October 2025 | 11:40 BST
```
ThefinancialstatementswereapprovedbytheBoardofTrusteesandauthorisedforissueon .............................................
and were signed on its behalf by:
```
```
.............................................
H Horne - Trustee
```
```
.............................................
R Richardson - Trustee
```
```
The notes form part of these financial statements
```
```
Page 7
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
```
THE SIR GEOFFREY TODD TRUST
```
## **`NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024`**
## **`1. ACCOUNTING POLICIES`**
## **`Basis of preparing the financial statements`**
```
Thefinancialstatementsofthecharity,whichisapublicbenefitentityunderFRS102,havebeenprepared in
accordancewiththeCharitiesSORP(FRS102)'AccountingandReportingbyCharities:Statementof Recommended
PracticeapplicabletocharitiespreparingtheiraccountsinaccordancewiththeFinancialReporting Standard
applicableintheUKandRepublicofIreland(FRS102)(effective1January2019)',FinancialReportingStandard 102
'TheFinancialReportingStandardapplicableintheUKandRepublicofIreland'andtheCharitiesAct2011. The
financialstatementshavebeenpreparedonagoingconcernbasisunderthehistoricalcostconventionwith the
exception of investments which are included at market value.
```
```
ThepresentationalcurrencyofthefinancialstatementsisinPoundSterling(£)whichisroundedtothe nearest
pound (£).
```
## **`Going concern`**
```
Atthetimeofapprovingtheaccounts,thetrusteeshaveareasonableexpectationthattheTrusthas adequate
resourcestocontinueinoperationalexistencefortheforeseeablefuture.Thusthetrusteescontinuetoadopt the
going concern basis of accounting in preparing the financial statements.
```
## **`Incoming resources`**
```
Allincomeandendowmentsareaccountedforwithoutdeductionforanycostsofreceivability,arerecognised when
there is evidence of entitlement, receipt is probable, and the amount can be measured reliably.
```
## **`Voluntary Income`**
```
Donations are recognised when received.
Income tax recoverable on Gift Aid donations is recognised when the income is recognised.
Grants and legacies are recognised when the formal offer in writing of the funding is received.
```
## **`Income from Charitable Activities`**
```
Income is recognised when the money is received.
```
## **`Income from Investments`**
```
Dividends are accounted for when due and payable.
Interest entitlements are accounted for as they accrue.
```
```
Tax recoverable on such income is recognised in the same accounting year.
```
## **`All other income`**
```
All other income is recognised in the period to which it relates.
Income received in advance is deferred to the period to which it relates.
```
## **`Gains and losses on investments`**
```
Realised gains are recognised when the investments are sold.
```
```
Unrealised gains and losses are accounted for on revaluation on 31 December.
```
## **`Resources used`**
```
Resources expended are accounted for on an accruals basis and are accounted for gross.
```
```
Themanagementandactivitiesofthecharityarecarriedoutbyvolunteers.Thisincomeandcostisnotincluded in
the financial statements as this voluntary contribution to the work of the charity is incalculable.
```
## **`Grants`**
```
Grantsanddonationsareaccountedforwhenpaidover,orwhenawardedwheretheawardcreatesa binding
obligation on the charity.
```
## **`Taxation`**
```
The charity is exempt from tax on its charitable activities.
```
```
continued...
```
```
Page 8
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
```
THE SIR GEOFFREY TODD TRUST
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2024`**
## **`1. ACCOUNTING POLICIES - continued`**
## **`Fund accounting`**
```
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
```
```
Restrictedfundscanonlybeusedforparticularrestrictedpurposeswithintheobjectsofthecharity.Restrictions arise
when specified by the donor or when funds are raised for particular restricted purposes.
```
## **`Financial instruments`**
```
Investments areaformofbasicfinancialinstrumentandareinitiallyrecognisedattheirtransactionvalue and
subsequentlymeasuredattheirfairvalueasatthebalancesheetdateusingtheclosingquotedmarketprice. All
gainsandlossesaretakentotheStatementofFinancialActivitiesastheyarise.Realisedgainsandlosses on
investmentsarecalculatedasthedifferencebetweensalesproceedsandtheiropeningcarryingvalue. Unrealised
gains and losses are calculated as the difference between the fair value at the year-end and their carrying value.
```
## **`2. INVESTMENT INCOME`**
## **`3.`**
## **`4.`**
|`Income from listed investments`
**`RAISING FUNDS`**
**`Investment management costs`**
`Portfolio management`
**`OTHER`**
`Support costs`|**`2024`**
`2023`
**`£`**
`£`
**`9,583`**
`9,733`
**`2024`**
`2023`
**`£`**
`£`
**`2,015`**
`1,956`
**`2024`**
`2023`
**`£`**
`£`
**`5,003`**
`3,572`|
|---|---|
```
Supportcosts£5,003includestheIndependentExaminationfeeof£4,140fortwoyears(2023-£3,572includesa fee
of £1,740).
```
## **`5. TRUSTEES' REMUNERATION AND BENEFITS`**
```
Therewerenotrustees'remunerationorotherbenefitsfortheyearended31December2024norfortheyear ended
31 December 2023.
```
```
continued...
```
```
Page 9
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
```
THE SIR GEOFFREY TODD TRUST
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2024`**
## **`5. TRUSTEES' REMUNERATION AND BENEFITS - continued`**
## **`Trustees' expenses`**
```
Parkingandfuelexpensesinthesumof£530(£939-2023)werereimbursedtothe6volunteerdriversinrespect of
maintaining the community shopping scheme moving forward.
```
## **`6. FIXED ASSET INVESTMENTS`**
|**`FIXED ASSET INVESTMENTS`**||
|---|---|
||`Listed`|
||`investments`|
||`£`|
|**`MARKET VALUE`**||
|`At 1 January 2024`|**`309,287`**|
|`Additions`|**`72,833`**|
|`Disposals`|**`(75,944)`**|
|`Revaluations`|**`19,783`**|
|`At 31 December 2024`|**`325,959`**|
|**`NET BOOK VALUE`**||
|`At 31 December 2024`|**`325,959`**|
|`At 31 December 2023`|`309,287`|
```
There were no investment assets outside the UK.
```
```
If listed investments had not been revalued they would have been included at their historical cost of £232,230.
```
## **`7. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR`**
|**`7.`**
**`DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR`**|||
|---|---|---|
|`Other debtors`
**`8.`**
**`CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR`**
`Other creditors`
**`9.`**
**`ACCRUALS AND DEFERRED INCOME`**
`Accruals and deferred income`|**`2024`**
**`£`**
**`560`**
**`2024`**
**`£`**
**`2,100`**
**`2024`**
**`£`**
**`2,040`**|`2023`
`£`
`1,593`|
|||`2023`
`£`
`-`|
|||`2023`
`£`
`-`|
```
continued...
```
```
Page 10
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
```
THE SIR GEOFFREY TODD TRUST
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2024`**
## **`10. MOVEMENT IN FUNDS`**
|`At 1/1/24`
`£`
**`Unrestricted funds`**
`General fund`
**`344,062`**
**`TOTAL FUNDS`**
**`344,062`**
`Net movement in funds, included in the above are as follows:`
`Incoming`
`Resources`
`resources`
`expended`
`£`
`£`
**`Unrestricted funds`**
`General fund`
**`35,253`**
**`(58,298)`**
**`TOTAL FUNDS`**
**`35,253`**
**`(58,298)`**
**`Comparatives for movement in funds`**
`At 1/1/23`
`£`
**`Unrestricted funds`**
`General fund`
`306,515`
**`TOTAL FUNDS`**
`306,515`
`Comparative net movement in funds, included in the above are as follows:`
`Incoming`
`Resources`
`resources`
`expended`
`£`
`£`
**`Unrestricted funds`**
`General fund`
`34,835`
`(9,378)`
**`TOTAL FUNDS`**
`34,835`
`(9,378)`|`Net`
`movement`
`in funds`
`£`
**`(3,609)`**
**`(3,609)`**
`Gains and`
`losses`
`£`
**`19,436`**
**`19,436`**
`Net`
`movement`
`in funds`
`£`
`37,547`
`37,547`
`Gains and`
`losses`
`£`
`12,090`
`12,090`|`At`
`31/12/24`
`£`
**`340,453`**
**`340,453`**
`Movement`
`in funds`
`£`
**`(3,609)`**
**`(3,609)`**
`At`
`31/12/23`
`£`
`344,062`
`344,062`
`Movement`
`in funds`
`£`
`37,547`
`37,547`|
|---|---|---|
```
continued...
```
```
Page 11
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
```
THE SIR GEOFFREY TODD TRUST
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2024`**
## **`10. MOVEMENT IN FUNDS - continued`**
```
A current year 12 months and prior year 12 months combined position is as follows:
```
|**`Unrestricted funds`**
`General fund`
**`TOTAL FUNDS`**|`Net`
`movement`
`At`
`At 1/1/23`
`in funds`
`31/12/24`
`£`
`£`
`£`
`306,515`
`33,938`
`340,453`
`306,515`
`33,938`
`340,453`|`Net`
`movement`
`At`
`At 1/1/23`
`in funds`
`31/12/24`
`£`
`£`
`£`
`306,515`
`33,938`
`340,453`
`306,515`
`33,938`
`340,453`|
|---|---|---|
|||`340,453`|
```
Acurrentyear12monthsandprioryear12monthscombinednetmovementinfunds,includedintheaboveare as
follows:
```
||`Incoming`|`Resources`|`Gains and`|`Movement`|
|---|---|---|---|---|
||`resources`|`expended`|`losses`|`in funds`|
||`£`|`£`|`£`|`£`|
|**`Unrestricted funds`**|||||
|`General fund`|`70,088`|`(67,676)`|`31,526`|`33,938`|
|**`TOTAL FUNDS`**|`70,088`|`(67,676)`|`31,526`|`33,938`|
## **`11. RELATED PARTY DISCLOSURES`**
```
Therewerenorelatedpartytransactionsfortheyearended31December2024norfortheyearended31 December
2023.
```
```
Page 12
```
Docusign Envelope ID: 1BE1BA80-3837-4F19-828E-5340AD24AF72
## **`THE SIR GEOFFREY TODD TRUST`**
## **`DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2024`**
||`2024`|`2023`|
|---|---|---|
||`£`|`£`|
|**`INCOME AND ENDOWMENTS`**|||
|**`Donations and legacies`**|||
|`Donations`|**`25,670`**|`25,102`|
|**`Investment income`**|||
|`Income from listed investments`|**`9,583`**|`9,733`|
|**`Total incoming resources`**|**`35,253`**|`34,835`|
|**`EXPENDITURE`**|||
|**`Investment management costs`**|||
|`Portfolio management`|**`2,015`**|`1,956`|
|**`Charitable activities`**|||
|`Grants to institutions`|**`51,280`**|`3,850`|
|**`Support costs`**|||
|**`Management`**|||
|`Administrative expenses`|**`863`**|`1,832`|
|**`Governance costs`**|||
|`Accountancy fees`|**`4,140`**|`1,740`|
|`Total resources expended`|**`58,298`**|`9,378`|
|**`Net (expenditure)/income before gains and`**|||
|**`losses`**|**`(23,045)`**|`25,457`|
|**`Realised recognised gains and losses`**|||
|`Realised gains/(losses) on fixed asset investments`|**`(347)`**|`762`|
|**`Net (expenditure)/income`**|**`(23,392)`**|`26,219`|
```
This page does not form part of the statutory financial statements
```
```
Page 13
```
## **Certificate Of Completion**
Envelope Id: 1BE1BA80-3837-4F19-828E-5340AD24AF72 Subject: The Sir Geoffrey Todd Trust- T8016 Source Envelope: Document Pages: 17 Signatures: 3 Certificate Pages: 5 Initials: 0 AutoNav: Enabled EnvelopeId Stamping: Enabled Time Zone: (UTC) Dublin, Edinburgh, Lisbon, London
Status: Sent
Envelope Originator: Reception
Lewis Brownlee (Chichester) Ltd, Appledram Barns Birdham Road Chichester, GB-WSX PO20 7EQ reception@lewisbrownlee.co.uk IP Address: 172.167.147.33
## **Record Tracking**
Status: Original Holder: Reception 29 September 2025 | 15:24 reception@lewisbrownlee.co.uk
Location: DocuSign
## **Signer Events**
**Signature** Signature Adoption: Pre-selected Style Using IP Address: 2a00:23c6:9b3:ae01:c5b1:161c:6ea6:5e24
**Signer Events Signature Timestamp** Dr Hugh Horne Sent: 29 September 2025 | 15:31 fam.horne@btinternet.com Viewed: 29 September 2025 | 17:30 Security Level: Email, Account Authentication Signed: 07 October 2025 | 11:40 (None)
## **Electronic Record and Signature Disclosure:**
Accepted: 29 September 2025 | 17:30 ID: ba4ebb3f-9f8e-4832-bf97-d5fab3884e27 Rosemary Richardson Sent: 07 October 2025 | 11:40 faganrm@aol.com Viewed: 09 October 2025 | 16:30 Security Level: Email, Account Authentication Signed: 16 October 2025 | 18:04 (None)
Signature Adoption: Pre-selected Style Using IP Address: 2a00:23c6:c788:8401:cc84:c715:6b30:6f60
## **Electronic Record and Signature Disclosure:**
Accepted: 09 October 2025 | 16:30 ID: 610bf133-da79-4b21-977e-56e5e7dfdbbb
Mel Welsh mwelsh@lewisbrownlee.co.uk Security Level: Email, Account Authentication (None)
Sent: 16 October 2025 | 18:04
**Electronic Record and Signature Disclosure:** Accepted: 16 October 2025 | 09:58 ID: 4077dc9e-e3c0-45e0-80d4-c1ce74b2851b
|**In Person Signer Events**|**Signature**|**Timestamp**|
|---|---|---|
|**Editor Delivery Events**|**Status**|**Timestamp**|
|**Agent Delivery Events**|**Status**|**Timestamp**|
|**Intermediary Delivery Events**|**Status**|**Timestamp**|
|**Certified Delivery Events**|**Status**|**Timestamp**|
**Carbon Copy Events Status Timestamp**
Adrian Sharp
asharp@lewisbrownlee.co.uk
Security Level: Email, Account Authentication (None)
**Electronic Record and Signature Disclosure:**
Not Offered via Docusign
Mrs Nell Rangesh nrangesh@gmail.com Security Level: Email, Account Authentication (None)
## **Electronic Record and Signature Disclosure:**
Not Offered via Docusign
|**Witness Events**|**Signature**|**Timestamp**|
|---|---|---|
|**Notary Events**|**Signature**|**Timestamp**|
|**Envelope Summary Events**|**Status**|**Timestamps**|
|Envelope Sent|Hashed/Encrypted|29 September 2025 | 15:31|
|Envelope Updated|Security Checked|03 October 2025 | 11:42|
|Envelope Updated|Security Checked|03 October 2025 | 11:42|
|**Payment Events**|**Status**|**Timestamps**|
|**Electronic Record and Signature**|**Disclosure**||
Electronic Record and Signature Disclosure created on: 11 December 2018 | 13:03 Parties agreed to: Dr Hugh Horne, Rosemary Richardson, Mel Welsh
## **ELECTRONIC RECORD AND SIGNATURE DISCLOSURE**
From time to time, Lewis Brownlee (Chichester) Ltd (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign system. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure (ERSD), please confirm your agreement by selecting the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
## **Getting paper copies**
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $5.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.
## **Withdrawing your consent**
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.
## **Consequences of changing your mind**
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.
## **All notices and disclosures will be sent to you electronically**
Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
## **How to contact Lewis Brownlee (Chichester) Ltd:**
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:
To contact us by email send messages to: hphillips@lewisbrownlee.co.uk
## **To advise Lewis Brownlee (Chichester) Ltd of your new email address**
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you must send an email message to us at hphillips@lewisbrownlee.co.uk and in the body of such request you must state: your previous email address, your new email address. We do not require any other information from you to change your email address.
If you created a DocuSign account, you may update it with your new email address through your account preferences.
## **To request paper copies from Lewis Brownlee (Chichester) Ltd**
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an email to hphillips@lewisbrownlee.co.uk and in the body of such request you must state your email address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.
## **To withdraw your consent with Lewis Brownlee (Chichester) Ltd**
To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an email to hphillips@lewisbrownlee.co.uk and in the body of such request you must state your email, full name, mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..
## **Required hardware and software**
The minimum system requirements for using the DocuSign system may change over time. The - - current system requirements are found here: https://support.docusign.com/guides/signer guide signing-system-requirements.
## **Acknowledging your access and consent to receive and sign documents electronically**
To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:
- You can access and read this Electronic Record and Signature Disclosure; and
- You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and
- Until or unless you notify Lewis Brownlee (Chichester) Ltd as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by Lewis Brownlee (Chichester) Ltd during the course of your relationship with Lewis Brownlee (Chichester) Ltd.