Charlty Resi5tration Number.. 1127825 AJ50 Includlng linked Charfty Re8iStratlon Nurnber 1127825-1 THE PARISH OF THE BOURNE ANNUAL REPORT AND FINANCIAL STATEMENTS YEAR ENDED 31sr DECEMBER 2023
ThE PARISH OFThE BOURNE INDEXTOTHE FINANCIAL5TATEMENTS YEAR ENDED 315TOEM8E ZO23 PCC Inftsrmatlon Page I COU11 Member5. Report Pa8es 2 tD 11 Independent Examlner's Report Pa8e 12 Consolldated Statement ol Flnanclal AcJvltles Pa8e 13 alance Sheet Pa6e 14 Note$to the FINncial Statements Pages IS to 21
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THE PARISH OF ThE BOURNE COUNCIL MEMBERS, REPORT YEAR ENDED 31 DECEMBER 2023 LEGAL STATUS The Parish of The Bourne Parochial Church Council is registered with the Charlty Commission. charity number 1127825, and form5 part of the Diocese of Guildford. The PCC report also includes, with effect from 2014, the linked charityThe Bourne Youth Trust, charity number 1127825-1. The PCC membersare trustee5 ofThe Bourne Youth Trust. AIMS AND PURPOSES OF THE PCC The PCC has the responsibility of co-operating with the Incumbent in promotin& in the ecclesiastical parish, the whole mission of the Church. pastoral, evangelistic. social and ecumenical. It a150 has maintenance responsibilitie5 for the churches of St. Thomas-on-The-Bourne and St. Martin by the Green and Brambleton Hall. The parish vision is. Radiating God's love.. transforming lives and communitles,. The PCC believe that reaching out to those in its community- whether churchgoers or not- is essential to its underlying mission. The many activities listed in this report are open to all who wish to participate and the PCC believes that this fulfils the Charity Commission requirement to operate in the public benefit. AIMS AND PURPOSES OF THE BOURNE YOUTH TRUST The Bourne Youth Trust (Byt) has a range of objectives to serve the needs of children and young people within the area including youthwork, youth clubs, education and training. Boume Youth Trust funds are invested, and interest and dividends earned during the year are transferred to the Bourne Parish Youthwork fund to enable the parish to support a range of activities with children and young people. This is in line with the B'S objectives and is in the public benefit. STRUCTURE, GOVERNANCE AND MANAGEMENT The PCC meets every two months to oversee the financial affairs ofthe parish, the maintenance of it5 assets and to promote the mission of the church. A Standing Committee is responsible for and devolved decision- making between meetings,. its members are Revd Sandy Clarke Ichairl Hilary Newman and Patricia Goode {churchwardensl. Michael Cock (treasurer) and Nigel Lewi5 IPCC secretary). To widen participation and effectiveness the PCC has estsblished a number of Working Groups to oversee day-to-day running of the parish's activities- Buildings & Grounds, Children & Youth, Communications, Finance Stewardship & Administration, Environmental, and Worship and Spiritual Growth. Recommendations from the Working Groups requiring PCC approval are highlighted in pOrtS sent to the PCC members prlorto each PCC meeting.
THE PARISH OF THE BOURNE COUNaL MEMBERS, REPORT YEAR ENDED 31 DECEMBER 2023 Safeguardinz The PCC regards the safeguarding of children & vulnerable adults as a priority and pays due regard to guidance issued by the House of Bishops relatingto it. No person included in a barred list Iwithin the meaning of the Safeguarding Vulnerable Groups Act 2CQ61 or convicted of an offence mentioned in Schedule I to the Children and Young Persons Act 1933 is allowed to serve as a member of the PCC, its Secretary or its Treasurer. Furthermore it is PCC policy that: All clergy with authority to officiate wll have to participate in diocese approved arrangements for training in matters relating to the safeguarding of children and vulnerable adults. Safeguarding training will be provided for PCC members and other parishioner5. All clergy with authority to officiate, Youth Ministers. Pastoral Assistants and all PCC Members will have to participate in diocese approved arrangements for training in matters relating to the safeguarding of children and vulnerable adults. Safeguarding training will be provided for other parishioners as may be appropriate for any roles they undertake in the Church. or for general interest. Clergy must be sat15fied that a person from another parish is of good standing before they are allowed to perfomi in the parish. Clergy who are prohibited or suspended under the Clergy Disclpline Measure will not be permitted to robe during divine service. The PCC believes it has complied with its duty to have due regard for the House of Bishop guidance on Safeguarding children and vulnerable adults under section 5 of the Safeguarding and Clergy Discipline Measure 2016. The parish's safeguarding policy is available on the parish website and complies with Church of England arrangements introduced or modified in 2017 and 2018. OBJEcfivES AND AcfiviTIES The key objectives and activities of the PCC and the linked charity The Bourne Youth Trust are outllned below and serve the public interest through providing a broad range of services and activities to those in our local community=_ Maintsining place5 of worship which provide an opportunity for all in the communlty to attend regular services. These include conductlng baptlsms. marriage5 and funerals and also services celebrating the major religious festivats. Supportlng the splrltual development of our parlshloners. by various approache5. including:" Training those who wish to enter ministry in the Church of England. ranging from full-time stipendiary clergy to lay ministers. o Providing a broad range of styles of service. from formal and traditional to informal and free, to ensure the parish provides appropriately for a wide range of worship opportunities.
THE PARISH OF THE BOURNE COUNCIL MEMBERS, REPORT YEAR ENDED 31 DECEMBER 2023 Helping all who wish to grow their spiritual awareness and understanding through provlding teaching. courses and specially-formulated acts of worship as well as helping to prepare people for baptism, confirmation and marriage. Durin8 2023 several activities in support of our mission and ministry continued in various forms. Lent groups were well attended. o Foyer groups were estL7bli5hed, linking members across the parlsh. Bible study groupsflourished. o The parish gave a bible to each of the leavers at Woverley Abbey CDfE school In Tllford. Provldln8 space and services for community artivitles servlng many age groups. In 2023 thls included the followlng artlvities: . o The weekly 'Babes ond Tots, group at St Thom05'5for young children ond their parents and with regular bible storiesfor the childrenfrom members of the ministry team 15 a5 popult7r a5 ever.. we have u150 C017tinued the babes and tots group ot Brombleton Holl. Regular coffee mornings (ot St Thomas'5 and St Mortinsjfor members of the church and locol community hove been very well attended. We continued to provide a venuefor local and national elertion polling 5totions ond other community groups including the Women's Institute, Slimming World, Pilates and a local Guides group. o Providing accommodation for50cial and community groups, notably a weekly Community Fridge and distribution centreforfreefurniture and a Boxing Club ot Brombleton Hall. The Community Fridge is now o core part of the porish's outreach, supported by many parishAoners andprovldlng procticol support to those in need in our community. Mointoining and increosing ongoino outreach viu visits and assemblies at our local schools. Providing facilities for local Ml¢al and cultural groups to perform to the public. In 2022 this included:. o Concert5 by our own choir and other local choral ond orche5trnl groups. Contlnue to develop a large cholr Includlng adult male and younger boy and girl chorfsters to be one of the best Parish choirs in the country. The aim is for the tholrto enhance our worshipi and enable the church to reach out to those in the community who wish to develop thelr choral and musical ability. and to their families. The parish also has a chamber choir. In 2023:_ The Pccfunded employment of a part-time director of music. orgt7ni5t and a5515tant organist. Jordan Theis our Director of Music developed our choirs to new levels providing excellent unpoid musicol training to many young people.
THE PARISH OFTHE BOURNE COUNCIL MEMBERS, REPORT YEAR ENDED 31 DECEMBER 2023 o With the organ out of actionfor refurbishment during mid-2023 the choir led three 'travelling' evensongs ot locol churches- Stjoon's Fornhom. Stjomes's Rowledge and St Peterfs Wreccleshom. These were oll well ottended. The choirs performed regularly at St Thomas's, ond also at other venue5. The organists held recitals to rulsefund5for extemal charlties, o The choir5 went on tour to Germony. Chon5ters continued to achieve succe55 in the RSCM examinations. Asslstlng other charttles to ralse funds. In addltlon to fund¥ralsln8 on behalf of the PCC. In 2023 this included:. o Severolfvnd-rolslng ortlvltles on behalf of the porlsh o A serles of lunchtlme concerts in ald of Christlan Ald, o R0i5inqfundsfor the Phylli5 fuckwell h05pice in Fornhom and the church The parish donoted the proceeds of the annual Remembronce Day servlce to the 3rltish Leglon o Through It5 payment of Porlsh Share to the Diocese of Guildford of £108.516, from thi5 the PCC Indirectly contrlbutes around £40,000 t7 year towards diocesan activities and to support parishes In the diocese and beyond whlchface chollenglng social and economic clrcumstonces. Communlcatlng wlth all who wlsh to know more about the parlsh and Its artlvltles:. o Distributlng cordsfree to all residents of The Bourne parish twlce u year with details of Advent Chrlstmos and Holy Week and Eoster servlces. o The regul¢7r weekly electronic new51etter to all who w15h to recelve morefrequent updates on parish octivities Is now well established with some new volunteers comlngforword to help with its editing ond on expanding circulotion list. o Malntalnlng a well-deslgned and easy to access webslte, and a Facebook pagefor existing and potential members to learn about current and planned activlties. The PCC believes that reaching out to those in its community- whether regular churchgoer5 or not- is essential to its underlying mission. The many activities outlined above are open to all who wish to participate. The work ofthe PCC is made possible by the participation and commitment of many volunteers. ACHIEVEMENTS AND PERFORMANCE IN 2023 In the 2022 report the specific objectives of the parish for 2023 were specified as: outcomes are indlcGted in italics. To enable members of our congregations to get to know one another better through setting up local fellowship groups. A number offoyer group5 were Set up. linking pari5hioner5 who might not have known one another well, leL7ding to improvedfellowship.
THE PARISH OFTHE BOURNE COUNCIL MEMBERS, REPORT YEAR ENDED 31 DECEMBER 2023 b. To recruit a new local Youth Minister to develop Junior Church and other activities for children and young people. Thi5 objective proved very chullenging as the Cost of occommodL7tion in Fornham is a significant deterrent to applicatlons. The parish didprovide an opportunityfor on unpaid intem- Luke Price- in the second holf of the year and his contributions towards worship ondparish life have been much appreciated. To appoint a new churchwarden to succeed Peter Neukom who has served with such dedication over the past 4 years. Hilory Newmon, a longstt7nding and experienced member of our congregation, took up thi5 role. d. To b005t re8ular giving via the Parish Giving Scheme in order to rebuild the parish's general reserves. Generol reserve5 were back to target levels (3 months, coshflows of the generalfundj by yeor end. thonks especiolly to retrospertive Gift Aid claim5 which had been impacted by the Covid cris15. e. To build up funding to repair the flat roof at St Thornas's church. QuotGtions were received durlng the yeorfor short-term ond long-term work and the short-term work was completed in December 2023. f. To finally achieve the handover of the land at Brambleton from the council and start work on fencing It and converting it to a play area. To complete the other planned repairs and expansions planned for Brambleton Hall. A long lease on odditionol lond odjocent to Brombleton Holl was signed with Woverley Brough Council ond the refurbishment of the Hall and Gddition of newfocilities to support the boxing dub wos advanced 5ignificontly. g. To complete the refurbishment of St Martin'5 vestry / toilet. Despltefund raising and legocy fund5 being available, the projert budget escoloted significantly, ond the work is yet to begin. but remoins a priorityfor 2024. The PCC was partlcularly pleased with the following additional outcomes.. A continued focus on Health and Safety continued by churchwarden ficia Goode. First Aid training sessions have been held. The ongoing safeguarding training by all members of the PCC. The continued development and extending reach of our communications- especially via the weekly e-newsletters and parlsh webslte. The attendance at small group activities. in particular the foyer groups in 2023. The continued expansion of community-based activities at Brarnbleton Hall, wlth the weekly Community Fridge proving to be very successful. Planning permission was received In March 2023 for the installation of a wooden building to house the boxing club at the Brambleton Hall 51te. The architecvs environmental report on options to reduce the parish'5 carbon footprint was received and a net zero plan for St Thomas's land actions needed for other parish bulldings} was completed and sent to the diocese of Guildford.
THE PARISH OF THE 80URNE COUNaL MEMBERS. REPORT YEAR ENDED 31 DECEMBER 2023 7. PCC decislons 2023 During 2023 the PCC had several meetings two of which were held using zoom. The major decisions made during the yearare shown below: In January the PCC passed 3 resolutions. to set aside £i,¢XM) for the vicar to use as a discretionary fund. To increase staff salaries by 7.5% from January 2023 To adopt the overall budget for 2023, including the individual working group budgets. The PCC agreed that an annual stewardship campaign would start on 12th February. In March, The PCC pa55ed a resolution to approve the process 'Responding Promptly to Every Safeguardlng Concern or Allegation,. The PCC also approved the project to refurbish the organ at St Thomas's using Nicholson & Co of Malvern. The budget of £65.OlXI to be met by the allocation of £30.000 from legacy funds and a programme of fund-raising which has been taking place for several years. The PCC agreed that an online ROSPA course Should be mandated for all working on ladders or scaffolding. PCC vla zoom Our independent examiner5- Wise and Co- had been taken over by a largerfinn-shaw Gibb5 The PCC recommended that they be appointed independent examiners. o The PCC adopted the Financial Statements for 2022 June PCC Resolutions were passed, summarised as follows:_ Vivienne Picken and Frances Garland to be requested Pemiis5ion to Officiate to enable them to continue their ministry as a Lay Ministers (Readers) in this parish for a further 2 years. The PCC voted Ivia an online poll) to approve the diocesan curate housing policy. The PCC members, meeting as trustees ofThe Boume Youth Trust (linked charity number 1127825- 11 were made aware of, and approved a proposal to seek to release some investmentfunds from The Boume Youth trust to part-fund the new developments at Brambleton Hall. Jul PCC The PCC passed a resolution to offer Luke Price a 3-tem unpaid internship. To fully support the need for a curate, the PCC voted in favour of the diocesan housing policy. ember PCC In relation to the lease of land at Brambleton Hall it was agreed that any two members of the PCC (including either or both Churchwarden5) be authorised to execute the new 20 year peppercorn lease of an area of land adjoining Brambleton Hall at a nil premium, the parties to which are
THE PARISH OF THE BOURNE COUNCIL MEMBERS, REPORT YEAR ENDEO 31 DECEMBER 2023 Waverley Borough Council111, The Guildford Diocesan Board of Finance121 and the PCC131 on the PCCS behalf. The faculty applications to accept several gifts were approved: To accept the 81ft of a cope o To accept the glft of a pyx o To accept the glft of a table Support was glven to the proposal for a pilgrimage to the Holy Land in 2025. To increase fellowship amongst the congregation it was confirmed that 41 people had slgned up and been allocated to 7 Foyer groups. It was agreed that Brian Whlte should be given the title of 'lay leader for St Martin's,. October PCC vla zoom The PCC aBreed the followin8 a resolution.. o To contribute towards the parish intems, expenses for accommodatlon at the level of £100 a month from October 2023 to August 31 2024. To provide a loan of£500to Luke PrSce for the purposes of enabling him to provide a dep051t of £500 to the landlord to cover anv dilapldatlons caused by hlm durln8 the tenancy. To document thi5 loan Includlng the understandlng that when Luke recelves the deposit back frorn the landlord at the end of the tenancy. he will repay the £500 loan in full to the PCC. November PCC Easthope Stalned Gla55 Studios was selected {quote £12,050} for the Inltlal phase of stalned-glass wlndow repalrs. The1Skely cost of all repairs was expected to be around £56,000. The intention 15 to apply for grants to fund much of this work. Repairs to Centenary Rooms Roof was agreed at a c05t of £6,825 to carry out Inltial repalrs {by Charterhouse roofing). It was agreed that, if possible, the parish should celebrate the completion of work at Brambleton Hall in line with the 65" anniversary of Brambleton Hall. 8. Objectfves for 2024 The PCC has IdentSfied the followlng objectSves for 2024 (not In order of Importance or prlorityl a. To define a 5-year plan for the parish, Includlng deployment of resources. mlsslon actlvStles and efforts to reach out to families with young children. b. To continue to build fellowship between the congregations. c. To improve the operation of the Working Groups in supporting the PCC. d. To recruit a Youth and Families Minister. e. To complete the most urgent maintenance requirements from the Qulnquennial revlew.
THE PARISH OF THE BOURNE COUNaL MEMBERY REPORT YEAR ENDED 310ECEM8ER 2023 f. To get funding forand award contracts forthe repairofthe stained-glass windows atst Thomas.. g. To fund and complete the vestry/toilet improvement at St Martin's. h. Complete the Brambleton Hall development project. 9. Deanery Synod. Farnham Deanery Synod meets several times a year. The Synod strives to bring togetherthe views of parishes in the deanery on common opportunitie5 and problems so that they may work together to promote the mlssion of the Church. The Synod also considers the business of the Diocesan Synod and makes common concerns and views known to this wider body. The Deanerysynod is an opportunityto meetwith otherlocal Christians, to worship together. learn from each other and share experiences. Famham Deanery Synod met twice in 2023. in May at St Luke's Church in Grayshott and in Octoberat St Peter's Church in Wrecclesham. Both meetings started with a short art of worship and a reflection from the incumbent on the context of ministry in the parish. The first meeting introduced the new Deanery Leadership Team and introduced the implementation of the new vocations training for laity acr055 our diocese. The second meeting focussed on the work of Frontline, a Christian organisation that helps by gtving financial advice to those in need. Frontline operates in Haslemere and in Farnham taking referrals from those we meet at the Community Fridge and Warehouse. 10. FINANCIAL REVIEW 2023 Incoming re50urce5 2023 Total incoming resources for 2023 rose by £48.577 (15%) compared wtth 2022 to a total of £363.746. Thi5 was due to increased income from investments and grants received which helped to offset a decline in fund raising activities: Gift Aid refunds from HMRC increased by £18,128 {62%) as the backlog from previous years wa5 cleared. Grants received increased by £26.350 {798%}, due to COnrted efforts to tap funding sources for capital work at Brambleton Hall {£21kl and extra training costs for the Choir. Investment income increased by £10.214189%1 due to successive rate increases during the year. Fundraising income dropped by£lO.698 {31%1 as enough had been raised to refurbish the organ at St Thomas, in 2022. Resources Expended in 2023 Total resources expended rose by £97.133 to £406,011 in 2023. an increase of over 31% vs 2022. Resources expended include a substantial depreciation charge on fixed assets Imainty property) of £26,249 in 2023.
THE PARISH OFTHE BOURNE COUNCIL MEMBERS, REPORT YEAR ENDED 31 DECEMBER 2023 Expenditure in 2023 was inflated by costs arising from two major projects: The refurbishment ofthe organ at StThomas' whlch c05t £59k Phase 2 developments at Brambleton Hall which c05t £76k during the year. £34k was treated as a capital expense and transferred to fixed assets. General expenditure was otherwise lower than in 2022, dropping by £12,602 IS%) to £263,709. Curate housing Costs fell by £14k after the new vicar moved into the vlcara8e. Net Incomirt8 resources and cash flow 2023 Excluding investments, both income and costs increased in 2023, re5ultlng in a net deficit of £42,265, compared to a surplus of £6,291 in 2022. Excluding the major projects - whlch funds had been raised for- there wa5 actually a surplus of £58,564 In 2022. The Bourne Youth Trust (8Yr) 2023 Byf funds are shown separately In the statement of flnanclal activities and In the statement of restricted reserves shown in note 17. Income from Interest and dividends amounted to £17,295 in 2023. Taklng Into account Income. transfers, cost5 and unreallsed capital galns on Investments, the value of the funds at year end were £327,125- an Increase of 7.2% over the year. 51nce January 2018, 75% of trust funds have been Invested in shares in the CBF Church of England Investment Fund. Thls Is a diversifled portfolio whlch yielded 2.7% in 2023. The remalnlng funds remaln Invested in the CBF Church of England Property Fund. In 2023, the fund's yield was 5.4%. Changes to ftxed aets Renovation costs & architects fees relating to the erectlon of an extension for the boxing club at Brambleton Hall were capltalised in 2023. Other Hall renovatlon costs were treated a5 overdue malntenance work to be covered by current expendlture. ReseNes The parlsh currently holds monies on deposit to cover working capital and unexpected expendlture. The policy of the parish is to hold at least 3 months, cashflow in reserve and current leve15 conform to this policy. In December 2023, reserves excluding legacies were equal to just under 2 month's ca5hflow. almost exactly the same as the prevlous year. Fundralsing to restore reserves to at least the 3-month minimum level remains the priority for 2024. io
THE PARISH OFTHE BOURPIE COUNCIL MEMBERS. REPORT YEAR ENDED 31 DECEMBER 2023 Investments The Bourne Youth Trust holds investments as outlined in the report above. These are held in custodian accounts by the Diocese of Guildford. Income is used to help fund the Bourne Parish Youthwork IBPYI initiative. General The flnancial 5tstements compiy with current statutory requirements, the requirements of the Statement of Recommended Practice and the Charity's goveming document. Thanks Thanks are due to all the many volunteers who enable the work of the PCC to continue to thrive in our community. Special thanks in this report are due to those who contribute towards the financial administration and support of the parish. including Caz Cullum (accounts admini5tratorl. Tim Devis and Sarah Herbert {committed giwng and Gift Aid administration), Ruth Moore (insuran1, Nigel Cuthbert (Finance Group Chairl & Keith Newman (Finance Group Secretary). Signed Si8ned Revd Sandy Clarke Nigel Lewis Vlcar Treasurer Dated: Dated: IL 6b. loiLf li
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