THE BURFORD RELIEF IN NEED CHARITY
Report and Financial Statements
Year Ended 31 Decomber 2024
Charity no: 1036378

REPORT OF THE TRusfEES
C￿rity R¢￿ettd Nwnbern: 1036378
EX OFFICIO
The Rewrend Tom Putt
NOMINATIVE TRUSTEES ff¢)vrn Council)
MTS J TuDaell.We8lmawtt
Mr D Coh¢n
Mr N Stre¢t
Mr D P Griffin FCA (Cbtiinw))
S Ibris
Mr C O Williau
Mr D IAwion ffwurer )
Mrs K Gadd
HONORARY SECRETARY
MTS A Youn8x•n
Whitghill Farni
Oxon. OX18 4DT
TSB BaDk plo. 13, Hi8h StreeL Witney. OX0￿ OX28 6PH
B L Connoity ACA
Gtos
GL20

31 DECEMBER 2024
REPORT OF THE TRUSTEES ICONTINUED)
The tnJ*ees present their Annual Report and Receipts and Payments Accounts for the year ended 31 Lkc¢mber 2024
Clllrilable Status
The Burford Relief in Need CTrwity is admiDiStered utKler a ttvst deed (Clwity Commission refere￿ 238,130 A12)
dat¢d 20 Felyw J 992.
Obj'eotiw and Aotiviti
Tho main ¥tctiiryty of Ihe eI￿rity 18 in Burford with an area of bonefit within a Sev￿ ￿lIe rndius of the Tolsey in
BurforyL The Burford Relief in Need ChaTity provides fllwicial assistance in case of And educational assistall¥Y
to belp r¢¢ipients C￿￿ a b"vin8 aDd to promote th¢ r¢Jief of siokness and the preservation of bea]th amon8 pylo
livin8 in th¢ area of knefiL
incl￿1 Address
The prinoipl addr¢s# is:
Whitchill Farni
Burford
OX18 4DT
Tel: 01993422894
Trust¢•s
In a¢eordance with the soheme approved by the CTr￿1ty Commissioners. nomI￿ted tnistees appinted by the Burford
Town Coun¢￿, serve for & temi of four years. Co*)ted tnths are app)in*d for a tem) of five years by a resolution
of the trust¢¢3 at a s￿11a1 me¢tiQ8 of the Tnlslees. When vacan¢ies arise. looal perx>ns are invited by the
trustees to be¢onw Co￿pIed trustees. New tn￿ee5 are briefed befo￿ their appoinlm¢nt 18 confllme
Tho trustees held four ordiDQry meetin85 during th¢ year,

31 2(￿2*
REPORT OF THE TRUSTFES (C(MINUED)
Tnvestnxnt poThtts
Fun& The Ctwity develoFd specific guidelines for in1w￿ of the pm¢ee(b of s￿e of the Sbilton Road fts set out
below:
Inv&8lme
l) Consideredkn be a IoD8 tcrni invcstment with time hoEizon of 7.10 ye4rs.
3) Main driver is in¢ome in the of 3.5% per aDnutD oll￿1￿1 bfise of 1.1 mio.
4) Div¢r*fKd w￿0110 knth ID tetms of (mainly defen8iw stsIA¢ equili￿).
witb less exp)SUT¢ to US. Liquidity rclevant SO DO alternative InNwt￿ts.
5) Simplicity of distrib￿lOn$ fot accountiD8 pwp)ses (pwled fiw¥Js).
Too much empbasis on active kad ￿ higlw ¢o&s
and complexity of tran￿¢tions.
Avoid non*ustaillabk In￿st￿￿.
7) Cha￿3 SI￿Uld be no llM)r¢ than I
Followin8 the closure by the Health AutE¥)rity of ￿ Burford Cotta8e HospitaL the assets of the Burfonl Health Care
Fund wer¢ trnDsfert•t to the Burfor& Retief in Nee& Clwity. Coowty. the CPtaTity Commissioners on rs Jury
2(Ki5 approved the alteration of the SelKDK &ted 20th Fel¥￿ 1992 to include Ihc relief of gthiess and the
Freservation of hcalth allK)n8 pcoplc residing ID the area of be￿fiL This has enabled the tnLSte<s to uwke 8rnDts to
The charity does not employ any stsff. Tr cknity is admini￿ tty the trustees who do not ctrthrge for th¢ir
Se￿l¢e&.
The Burford Re]ief in NeeAI Cl￿rity c0th1nu￿ to give assislaT￿ to Telieve Iwdsbip and d2stres4 for ed￿￿tional
purp)ses and for IKalth ¢are. Gyants for th¢ y¢or tofall¢d £10.370 of vwhiGh £4,600 was a payi[￿t towards tbe
runnin8 Gosts of the new day ccntrc at WarwickHall aThl £35(X) knwanls resi&ts eAlwation wsts.

THE BURFORD RELIEF INNEED CHARITY
REPORT OF THE TRUSTEES (cob￿lNUED)
31 DECEMBER 2024
Financial Review
As at 31 De¢embor 2024. the market ￿]￿e of investinents of the Unre8trAcleA amounted to £205.866 whilst the
nwket Value of the Endowmcnt Fund inveslments was £J23.646 in¢ffas¢d lry £13,761. The truslx8 a8reed Ibat
bfised the increase in funds held in ¢urrent accou￿ that 3 fixed one year tern) dep)sits should be made with
Buil<bn8 Societies and iwo of those were mKwed at maturity . Curntty thc three Ix)nd8 expirin8 in 2025 lota]
appwx £212.500.
The Charity's policy on reserve$ is to retain funds 80 as to support the opwation of the new Ixy Centre for the eldorly
and n3Kt any ¢oTJtin8¢nci¢s that n)i8bt arise foT ￿1¥11￿8 peopl¢ in n¢¢4 for thc FYcscThation of bealth and lo a88i¥t
the edu¢ation ¢)08ts of stud¢nt&
Planq for Fubjrn P￿lOdI
Hefvin8 prnvided grants of £200.000 over 2015 ftnd 2016 tow8rds the buildin8, fttting out and furnishings of a new
day centre to replaoe the ta¢ility lost ￿en the Burford Cottage Hospilal was close4 the truslees oonlinue to &8SiSt in
fiwdin8 80m¢ of the ¢osts ¢onmKDSUrnte with thc Rclief In Need Clwity objectives aDd a¢tivitie8. Thp day Contre is
now oPernti￿ so the Relief in Cbarity 18 &SSiStin8 in supportin8 some of the running ¢osts out of its inoom¢.
Tho trustees conlinlle to review their pmvision of Almsbouse ae¢omodation in the Bwford vicinity and a￿d with
The Charities Conmii88ion that Roli¢f in need Futmts ¢an be expeuded on the acquisition of a fiwther propety up to a
Jimit of £350.000. The Almsbouso truyteej completed the pwcha8c of a property in BurfoTd in Jujy 2024 and
ha￿ expended fund5 on refiwbishm¢nL The protty bas t¢¢n added to the Alllthowe CharAty Portfolio and tho
amount of £350.(MX) was transfernl to Ahnshouse accounts in time for COn￿l¢tIon at the end of June. In order to
obtsiD some of these funds th¢ ReJJ'¢f iti Need 8oJd investments al d valu¢ of £244,994. this howev￿ ￿￿ted An
t￿l$ed loss of £29237,

31 E)F£E￿ER 2024
REPORT OF THE TRUSTEES (cOTr￿1NuED)
ststellkent of t￿￿tee￿, re3p)nsibilities
Clwity Law requires the to prepare financial slalemcnts for each financial yeor which give a true and fair
view ofthe state of affoiTS ofthe ¢[￿111¢8 and of the Su￿[￿8 or deficit ofthe cFthn"ties for that perlod. In prep￿8
. select suitable accounti08 plicies and then apply them consistently:
. makn jud8ements and estiD)ates that are reasonable and prudenL
. 8tato whethor Applicoblè ttctK)untin8 8tandord8 h&ve boon followo
fman¢ial slatements. an4.
ID operational existence.
1.he tr￿le#S axv Tesp)Dsiblo for keeping proper a¢¢oU￿1n8 reoords whioh di￿]09¢ with rea8onabl¢ ac¢wa¢y at any
time the fu￿￿01￿[ position ofthe Charities hnd to enable them to ensure that the fuwnciafsthtell*nts cornpty with the
Cl)ariti¢s Aat 2011 and the Cbarity (Aooounts fjnd Rep)rts) R¢Aulation8 2￿8.
Th¢y are e41s0 r¢SpO￿￿1¢ for sAf¢8uardin8 the a8s¢ts of th¢ aharities and h¢no¢ for tsking reasonable step3 for the
prevention md detsction of fraud and other irreAuIarities.
Professional adviJer8 and relevaDt Orwi￿tionS
Details of professionftl advisers and other televant or8anisatioDS are provided ai the front of these accounts.
Th¢ Tru8t¢¢$ financial adviser is Pro8re$8ive Stratsgic Solutions LLP. The Granary. Steadin8s Busin¢&8 Cenlre,
Church Road. Maisell￿re. Gloucestmhire, GL2 8EY who 18 autborised by the Finanaial Conduot Authority.
Endepondent Exami
Mr8 B L Connolty was fJrs(8pp)in¢ed as the charity's indepxndent exfjmi￿r in 2014. The tr￿¢¢¢8 intend to invi¢¢
Mrs B L Connolly lo undertth the Inde￿ndent exominationof th¢ In￿ for tho fiDaDcial yeor to 31 2025.
Approved by the T
on 13 Mar¢b 2025 and si8ned on their behalf by:
Chaitman of the Trustee

Charlty Name
The Burford Relief In Need Charfty
No lil any)
1036378
(HARI
(OMM15510N.
Recei
tsand
ments accounts
CC16a
For the period
from
Period slart dale
01 JarF24
Pericd end date
31-Dec-24
To
Unrestricted
funds
Endowment
funds
Restricted funds
Total funds
Last star
to the I￿reSt
to the nearest £
to the nearest £
to the nearest £
to the nearest £
Rents from larnd
-tm-nt income
Bank interesl
t)onatiEJryS
Other income Overage Shikon Road
2.000
22.703
2,000
16.094
3.161
22.703
6,099
1.336
1.336
Sub total (Gmss income for AR)
Inves
en
32.137
32,137
21.255
Sale of shares
S81e of ShiAan Road Land
350.000
350,000
116.377
116,377
350.00
382.137
ents
Edu¢ab"on graftts
Grants for almspeople
Health care grants
Other grants
Grant toYrdrd5 ¢Jay ¢entrÈ
Legal fees
ProFerty repairs
Insurance
GerEral expeTtsÈS
Ac¢ounta￿Y fee5
Paid to Almshov5e lor Propety Purctrose
Sub total
3,500
570
1.175
2.079
570
1.71KI
1.700
4600
7.000
165
35S
350.IJOO
360.658
350,000
360,658
15,174
Investments
Brewn Dolphin PtsTlfolio Inv851merrt
Sub to¢al
360.658
360.658
15,174
Net of receipts/(paJrynents)
A5 Transfers between fund5
A6 Cash funds last year errfl
Cash funds this year end
21.479
21.479
122,458
353.682
375,161
231.224
375,161
353,682
CCKX R7 accounts (SSI
1710Y2025

Unrestricted
funds
to nearest £
Restricted
funds
Endowment
funds
to nearest £
Categories
Details
to nearest £
B1 Cash funds
TSB
23,148
43.962
Corf Deposit Fund
96.478
Dudley BS 1 Year Bond
8S,000
caM￿ld98 BS 1 Year Bond
87.573
Saffron BS 1 YeaT Btsnd
40.000
Total cash funds
3711S1
(agree baLaTKE5with [￿lp1S and payments ac¢ourrtl$ll OK
Unfestricted
funds
OK
Restricted
funds
to nearest £
OK
Endowment
funds
to nearest £
Details
to nearest £
Fuml to T*hich
a55et belo
Endowment
Details
Agr￿U￿ra1 land
Cost loption&l
urrEnt val*Je
tional
83 Investment assets
13.363
Common i￿e$￿Trent funds
EThJowment
46,299
123,646
Common investment funds
Unrestricted fund
175.TTO
205.866
Embark llkve5trneTrts (Shilion Road pmcèeds)
Erth*Th8nt
612.954
634,281
Btemn Dolphin Inve5trnents
ETrJowment
134.930
161.155
Fund to which
asset belon
Current value
tional
Details
ostloptionall
I 11-
84 Assets retained for the
charity's own use
Fund to which
Arnount due
Wvhen due
Details
es
BS Liabilities
&gned by one or Iwo truslees on behalf
of all the trustees
Signature
Print Name
Date of
oval
D Lawton
DPGriffin
CCXX R8 accounts ISS)

Independent examinerfs report on the accounts
Report to the trusteesl members of The Burfonl Relief in Need Charity
On accounts for the ended 31 D￿ember 2024
Charity no 1036378
Respecllve responslbllllles of trustees and examiner
The charityS tFUStees are resFonsbte (or the p￿pa￿tIon of Ihe accoLmts. The charity's trustees consider that
an audit i% not required for thi8 year under section 144 of the Charrties Act 2011 (the Chariknes Act) and that an
independent examinatK¢n is needed.
11 rs my reswn5itrfltty to."
to follow the procedures laid dosvn in the ger*Trl DiFect￿n5 tyven by the Chanty Commission I￿r￿r
section 1495)(b) of the Charities Act, and
lo stale whthr Part￿ular rnatte￿ have come to my attent¥Jn.
Basis of Independenl examinefs slatement
My examination was carried in aC¢OFElaFKe with general Directions given ty the Charity Commission. An
examination in¢ludes a review of the accountiThJ records kept by the charty and a comFofi50n of the acuunts
presented wilh those records. 11 also includes con5ideralion of any unusual items or disclosures in the
a¢¢ounls. and seeking explanations from the trustees conceming any such matters. The procedures
undertaken do not provKle all the evKlence thal would be required in an audit, and consequenlly no opinhjn is
given as lo whether the ac￿￿rtS p￿nt a 'lrue and fairf view and the report is limited lo those matters set
out in the statement below.
Independenl exarninw￿ sLitement
In conne¢bon wilh my eXamina￿n, no matter has come to my attenb.on
1. which gives me reasonable ￿uSe to ￿￿e¥e that in, any material reyct. the requirements."
lo keep accounting records in accordance wrth section 130 of the Charitses Act.. and
to prepare accounts vthich accord with the a¢countiTrJ records and ¢ompty with Ihe accounting
quirEment5 of the Chafilies A(*
have not been metr. or
accoiuts to be reached.
Stgned:
Date:
arc
Name:
Mrs Bonnie Connol
Relevan
professional
qualificationls) o
1K￿Y {if any):AC
ACA
c(¥Juntsnls
The Old Smithy, Siockton's Courtyard, Overtjury. Gk*uGeSte￿hi[e. GL20 7NT