Comp¥dny Registration No: 4025081
Charitable Registrvdtion No: 1081311
MONMOUTIISIURF. BUILDING SOCIETY
CHARITABLE FOUNDATION
(COMPANY LINqITED BY GUARANTEE)
Report and Accounts
Year ended 30 April 2024

MONMOUTHSHtRE BUILDING SOCIETY CHARITABLE FOUNDATION
(COMPAIVY LINIITED BY GUARANTEE)
TRUSTEES, REPORT
Year ended 30 April 2024
The Tivstees preseni iheir annual report t'or the year ended 30 April 2024.
The Monmouthshirc BLiilding Society Charitable Foundation. Monmouthshiiy Flouse, John Frost Squarc, Newport
NP20 1 PX. a privale coinpanv limilcd by guarantee wiiliout a share capital. is I'egyistered H'ith the C'liarity
Coinmissioners (No. 1081311) aiid conslituted by Deed of Trust.
Trustees
The Charity is adminislered by its management committee wlM)are also Directors of the Coinpany. All Tru5tces
served ihrou¥houl the year unless otherwise stated.
Keith Diinn OBI.
Alison Davies
Dawn Gunter
Joiiaihan Dartnell
Sieve West
Kristy Maloney
David Blair
Karen Ilarris
Chairnian
Vicc-c hair
Trustce
Trustee
Trustce
Trustee
Trusiee
seC￿lary
Review of Activities
The object of thc foundalion is to promoteLharilable pUr￿)Ses.aS deterniined by the Trustees of the Foundation,
in accordance with the laiys of England and Wales.
The area of benefit is not defined but in practice assistance will be restricted to locally based charilablc causcs,
witliin practice beneficiaries are restricted lo the geographical ￿eaS served by ihe Monn)ouihshirL Building Society
through its branch and a&i¢iit n¢twork.
Duringthe year 55 organisalions were hLlped w'ith donations madc by the Foundation covering a wide specti'um
of social neLdt4 wiihin Ihe Lommunity.
Audltors
The Company qualifies as a small company and is entitled io the exemption pl￿vided by Sectioii 477(2) of Ihe
Coinpanics Acl 2006 from the need to appoint auditor6.
This i"epoit ha5 been prcparcd in accordancewith thespecial provisions relaling to 51nall companie5 under Section
38? of thc Coinpanies Act ?006.
Signed for and on beb21f of the Trustees
Alison Davies
ViLe-Chair
4 December 2024

MONNIOUTHSHIRF. BUtLDING SOCIETY CHARITABLE FOUNDATION
(CO￿1PANy LIMITF.D BI. GIIARANTTr:E)
STATETrIENT OF FINANCIAL ACTIVITLF.S
Year ended 30 April 2024
Year en(led
30 April 2024
Year ended
30 April 2023
Incoming Resources:
Donations:
MoiiiiiouthshirL Buildiiig Sociely
Other
50.000
50,000
Tolal incomiiig resources
51.865
-$0.000
Resources ex pended
48.144
36.935
Nel surpSus/(deliLiI) lor the yLar
Balancc broiiglit forward
3.721
13,065
?6.717
Balance carried forward
43,503
39,782
The SiatL'menl of Finaiicial Acliviiies is ni)1 materially dil"lereni from thc IIiLome and F.xpendilure aLLount
IYqLiirccl by thc CoJnpaniLS ALI 2()1)6: aLLordinglv. no separale Incoiiie and I. xpcnditurL accoiini 1.% pre%eiil¢d,
Tlici'c arc no reLoginiSLTrd gains and1055LS for tIiL cuTrLiiI period othLY thali ¢lS Stalcd. Accord inglv no Slalcinenl of
'rolal RecognisLd Surpluscs and DLIIL it& h&% bcin rcportLd. All of IliL acliviliL'S ol. IIIL Coinp4iny arc LoiilillUiIIg,

MONMOUTHSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION
(COMPANY LIMITED BY GUARAI%TEE)
BALANCE SHEET
As at 30 April 2024
30 April 2024
30 Aprll 2023
Curreni Assels
Building Society Depc)sii ALiouni
4.1.511.1
-IL).7X2
CApltal and rtserves
InLcime and ExpLndiiurL' ALLouni
43.5n3
.19,78?
'rhc8e aLLounts have been prepared in accordance with the special provisions ￿lating to small companies uiider
Section 382 of ihc Companies Aci 2006.
For thc ycarendcd 30 April 2024 thccompany wascntitled lo exanption underSeLtion 477(2) ofihe Companies
Acl ?006. No mLmlxrs havc requirL￿ ihc Coinpany io obtain an audil of its accLiunts for the period in quLstion in
aLcordance with Section 476(1). 'the Directors acknoivledge ihcir rcsponsibilily for,'-
(i)
Insuringthe Company keeps accounting records whiLh comply with Section 386 Companies Acl
2006:
and
Preparing account8 which glive a true and fair view of the slalc of affairs ofthc Conipany as ai ihe
end of ihc finanLidl year and of its. income and expLndilure for Ilie veal. in accordance with
Section 394 CompdniesAcl 2006 and which otheNibecomply with the IL'quireincnls of that Act
relalinby to accounts. .so l ar as applicable io the Coinpany.
Approved by thc Board of Trustees on 4 December 2014 and signed on ihcii. behalf by:
Alison Davies
Vice-chair
Daivn Gunler
"rrustec

MONMOUTHSHIRF BL'ILDING SOCIETY CHARrrABLE FOUNDATION
(COMPANI, LI￿[[TED BY GLIARANTEE)
NOTF.S TO THE ACCOUNTS
Year ended 30 April 2024
ACCX)UNTING POLICIES
The Financial slatemeiits are prepa￿d in accordance ivith appliLable United Kingdom accounting standards
and in accordance wilh the Staleinentof Reconimended PractiLe "Accouiitiiig and Rcpoi1iiig by C'harities"
(revised ?000). The particular accounling policies arc dcbcribed below.
Accounting coni'ention
The I'inanLial slatements arc prepared under ihe historical c051 conveiilioT],
2. GUARANTF.E
I'lie"frusiee% ot'ihe Company have agrLLxI io conlribute £1 each io ihc asscls ot'ihc Cortipany in ihe evenl ofil
beiii&) wound up.