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The Emma Greener Charitable Trust Charity No 509320 Annual Report of the trustees
24/25 year to 5/4/25
Trustees
TCE Wall,S HL Wall
Correspondence Address: Earleywood Lodge Bagshot Road Ascot SL59JP
Accountants: Thorne Widgery 2 Wyevale Business. Park Hereford
Bankers :Barclays Bank
Investment Advice GT Wealth Management 44-46 Chapel St Marlow Bucks SL5 9JP
Investment Managers/ Accounts
Rowan Dartington: 30 Lombard St London EC3V9QB
Transact: 4" Floor 2 Gresham St London EC2V7AD
This constitutes the annual report of the Emma Greener Trust now run after the charitable commission deed of arrangement made 08/03/2022
The Emma Greener trust was established following the sale of the Greener Gunworks and businesses in 1963 The current objectives are to alleviate homelessness’ in the Birmingham and surrounding area
The charity now manages funds which it then disperses on an agreed project basis to charities active in the Birmingham and surrounding areas.
The trustees are currently surviving descendants of the Greener family and give their services to the charity on a fully pro bono basis which keeps the costs of the charity low enabling the maximum benefit to go to the causes it supports. There is a desire to appoint a new additional trustee with the caveat we are aiming for another volunteer to maintain the principal of the trust running with unpaid volunteers
The trust is fortunate to have the advice and help of GT Wealth a firm of authorised independent financial advisers ( of which Tim Wall head trustee is the majority owner ) which gives it services to the charity currently on a pro bono basis acting as a supervisory organisation to the two funds. Transact and Rowan Dartington. Separation of the funds in this way ensures a diversification of the investment views in the eyes of the trustees reducing risk.
Performance of the funds has been adequate with a large element of the capital historically in charitable investment funds. With GT ‘s help we are seeking to improve on this performance over coming years accepting the ups and downs of markets. As the trust generally only spends current and historically accrued income this is a viable and indeed sound strategy to enable the long-term health of the charity
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The trust invests on an income and growth basis ( with an emphasis on income) with a view to distribute at a minimum all the income generated for the fund each year. The trustees have decided ona medium risk investment proposition.
Objectives and activities for the public benefit :
The trust has over recent years been developing relationships with a number of on the ground charities in the Birmingham area with a view to supporting them with grants on a case-by-case basis for specific projects. This way it can be sure funds are not simply being spent on general administration of the charities supported ensuring good and evidential use of the charity’s funds
The main recipient has to date been St Annes hostel having previously supported replacement of the kitchen equipment ( ovens and extractor fans) and washing machines. Over this period funds were given to St Annes hostel for updating their security crucial in ensuring the safety of staff and residents. Further support will be given for suitable requests we feel meet the charity’s purpose
Ongoing conversations are being held with Tabor living and The James charities for future support.
In the case of Tabor, we anticipate taking on the ongoing sponsorship of the costs a bed commencing in 25 and the James charities are in the process of creating 42 new accommodation units through conversion of existing buildings and we anticipate funding in full one of these units across 25/26.
The appropriate financial records have been maintained and deposited with the Charity commission as required.
Approved by the trustees 7/01/26
Tim Wall
Lead Trustee
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nee) CHARITY COMMISSION Independent examiner's TAL) | FOR ENGLAND AND WALES report on the accounts
Section A
Independent Examiner’s Report
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Report to the trustees/ | ~ =.
members of | [mma Greener Trust
On accounts for the year | 5 April 2025 Charity no | 509320
ended (if any)
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Set out on pages | 1 and 2
- | report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 05/04/2025.
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Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act’).
- | report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
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Independent | have completed my examination. | confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: e accounting records were not kept in accordance with section 130 of the Act or
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e the accounts do not accord with the accounting records
| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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igned: | Ay, \
Name: | Lisa Weaver
Relevant professional |FCCA
qualification(s) or body
(if any):
Address: | [Thorne] [Widgery,] [2] [Wyevale] [Business] [Park,]
Hereford
HR4 7BS
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1
Section B
Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the - examiner wishes to disclose.
2
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|Gex|CHARITYFOR ENGLANDCOMMISSION AND WALES|Emma Greener Trust|909320|
|Receipts|and|payments|accounts|CC16a|
|For|the|period|
|Section|A|Receipts|and|payments|
|‘Unrestricted|Restricted|Endowment|ft|
|funds|funds|funds|Total funds|Last|year|
|tothe nearest|£|to|the nearest£|to|the nearest£|to|the|nearest£|to|the nearest£|
|Ai|Receipts|
|ES)Investmentincome||84]|| TC)|[2,67||
|PO)|EOS) Ee|
|ee ee 0|a~|ee|__||
|ee)|SS)|eS) ES|
|| EE) Ee|
||Ss|'|:|
|42|Asset and|investment|sales,|
|‘see|table).|
|Transact|and|Rowan|Dartington|
|es|eS|ees|
|ub|tota|
|Total receets [575][5(|e||
|A3|Payments|
|Accountancy(Other|™C—“‘sLCSOCSC”C™;;;C‘éMSYTCT™~—“—twB| CC|[C“‘“SCSLYTCOCO~C“‘“‘CNTWC‘UT”COC(‘(“(NNN.TUVCOOS@SY..OCSSY]|espo ||t™~‘“SSSCS|22227)10,198}1,482||||||[2,206][19,424]|9,822||||
|) ) )|__—|
|rr||2a|SS|ee es|
|er||ees |eT|lS|
|Subtotal)|3.881) PO|23,282||
|Aé Asset|and|investment|
|eeeTransact and Rowan Dartinaton.|_—122,068||122,965|53,629|
|Sub|eee|:|
|total|122,965|||53,629|
|AS5|Net ofreceipts/(payments)|ed|ee|
|A6|Transfers between funds|ee||rr|:|~/{|
|CashCash funds|fast year end|Lo|perereeeneee||z|_440,542)|
|funds this year end|25,724);|||25,724|||116,891|
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CCXX R1 accounts (SS)
1
09/10/2025
Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment funds funds funds B1 Cash funds to nearestsoe £ }[[ef] to nearest £ to nearest £ pan) oe{agree balances Totalcashfundswith receipts and payments |ec. 8 F25724|)ye Oo QCCOUNKS)) A uneegels OR Sy eh Re ae A Unrestricted Restricted Endowment funds funds funds (es to nearest £ to nearest£ to nearest £ a — Fund to which Current value asset belongs Cost (optional) optional BS Investment assets I Details Fundasset to belonus which Cost (optional) Current(optional value B4 Assets retained for the a |ee | a |ee Fund to which Amount due When due - iabili te optionag = Signed by one or two trustees on behaif ‘ . Date of of ail the trustees Signature Print Name auercuel CiA_2~ TCE Ware | Solid 24.
CCXX R2 accounts (SS)
2
09/10/2025