Trustees’ Annual Report for the period
From 1 May 2024 Period start date To 30 April 2025 Period end date
Charity name: Amersham Polish Foundation
Charity registration number:1164914
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Promote Polish culture, tradition and heritage within the Polish community in Amersham and surrounding area |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
To promote public benefit by commemoration of Polish Ex-Combatants from WWII resident in the Chiltern Area and provide support where necessary. To support other charitable activities in the Chiltern area and abroad where deemed appropriate |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Confirmed |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | To provide grants and donations to meet the objectives of the Charity both locally and abroad |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Support events at the Amersham Polish Club Donations o the olish Scouting Association UK Support for flood appeal in Poland Support to the Local Polish Catholic Mission Maintaining existing memorials and organising new one Support the Amersham Polish School |
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
Achievements against Para 1.41
objectives set
Performance of fundraising
activities against objectives Para 1.41
set
Investment performance Para 1.41
against objectives
Other
----- End of picture text -----
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Charity is in a strong financial situation |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held until such time as they are required to meet the Charities objectives |
| Amount of reserves held | Para 1.22 | £169418 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties envisaged |
| Additional information (optional) You may choose to include further statements where relevant about: |
||
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | 50% of profits achieved by the Polish Ex- Servicemens’ Club in Amersham |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | None envisaged |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Individuals who have a family connection to the Polish community which developed after WWII by Polish Ex- Servicemen and their families |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|
|---|---|---|---|---|
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|||
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |||
| Relationship with any related parties |
Para 1.51 | |||
| Other |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|
|---|---|---|---|---|
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|||
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |||
| Relationship with any related parties |
Para 1.51 | |||
| Other |
Reference and Administrative details
| Charity name | Amersham Polish Foundation |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1164914 |
| Charity’s principal address | Raans Road Amersham HP6 6LX |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitle to appoint trustee (ifany) |
|---|---|---|---|---|
| Stanislaw Samek | Chair | Amersham Polish Foundatio | ||
| JerzyLatawiec | Amersham Polish Foundatio | |||
| Gabriela Coutts | Secretary | Amersham Polish Foundatio | ||
| Adam Komorowski | Amerdham Polish Foundatio | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees' report above.
Signed on behalf of the charity's trustees
Signature(s) Full name(s) Stan islaw Samek Position (eg Secretary, Chair
Jerzy Latawiec
Trustee _j
Chair, etcl c Date 21 January 2026
| Sub total I :11 :11 . A4 Assetand investment [ � l FCOHRA~~E~~R~~N~~I T~~G~~Y~~L A~~C~~N~~OD MA NMDI SWSAI OL ENS!. . . . .. . Recei ments accounts For the period from Section A Receipts and payments Unrestricted Restricted funds funds tothe nearest £ to the nearest£ To Endowment funds tothenearest£ 30-Apr-25 Totalfunds tothe nearest£ Lastyear A1 Receipts Sub total ~~: ~~11 : 11 A3 Pavments Total receipts_I 2,52311. .----~~-•II~~ ~~•II~~ 2,52311 2,3961 _Total payments~~l~~ 25,75511 -11 -11 25,75511 4,6991 Net of receiptsl(payments) AS Transfers between funds A6 Cash funds last year end Cash funds this year end CC16a Bank interest 2,523~~.~~ ~~.~~ ~~...~~ ~~.-~~ Sub total(l,jfOSS_mcome_ ror AR) 2,523 A2 Asset and investment sales, (seetable). ~~---~~ 2,523~~-~~ ~~....-~~ . 2,523 2,396~~.~~ . ~~--.~~ ~~.~~ ~~.~~ 2,396 Flowers forMemorial 389 Polish CulturalFund 5,000 Polish CatholicMission 750 Polish Club Seniors Xmaslunch 2,258 Polish ClubChildrensXmasparty 620 Polish School Amersham 2,215 Polish Scout AssocUK 10,000 NewMemorial(deposit) 1,750 AmershamPolishClub 2,598 Funeral wreath & charitydonation 175 Sub total 25,755 389 5,000 750 2,258 620 2,215 10,000 1,750 2,598 175 25,755 ~~322~~ ~~-~~ 500 2,257 620 1,00~~.~~ 0 4,699 ~~-~~ 23,232~~--~~ ~~-~~ 23,232 ~~-~~ 23,232~~.-~~ ~~-~~ 23,232 ~~-~~ 2,303~~--~~ ~~-~~ 2,303 |
Sub total I :11 :11 . A4 Assetand investment [ � l FCOHRA~~E~~R~~N~~I T~~G~~Y~~L A~~C~~N~~OD MA NMDI SWSAI OL ENS!. . . . .. . Recei ments accounts For the period from Section A Receipts and payments Unrestricted Restricted funds funds tothe nearest £ to the nearest£ To Endowment funds tothenearest£ 30-Apr-25 Totalfunds tothe nearest£ Lastyear A1 Receipts Sub total ~~: ~~11 : 11 A3 Pavments Total receipts_I 2,52311. .----~~-•II~~ ~~•II~~ 2,52311 2,3961 _Total payments~~l~~ 25,75511 -11 -11 25,75511 4,6991 Net of receiptsl(payments) AS Transfers between funds A6 Cash funds last year end Cash funds this year end CC16a Bank interest 2,523~~.~~ ~~.~~ ~~...~~ ~~.-~~ Sub total(l,jfOSS_mcome_ ror AR) 2,523 A2 Asset and investment sales, (seetable). ~~---~~ 2,523~~-~~ ~~....-~~ . 2,523 2,396~~.~~ . ~~--.~~ ~~.~~ ~~.~~ 2,396 Flowers forMemorial 389 Polish CulturalFund 5,000 Polish CatholicMission 750 Polish Club Seniors Xmaslunch 2,258 Polish ClubChildrensXmasparty 620 Polish School Amersham 2,215 Polish Scout AssocUK 10,000 NewMemorial(deposit) 1,750 AmershamPolishClub 2,598 Funeral wreath & charitydonation 175 Sub total 25,755 389 5,000 750 2,258 620 2,215 10,000 1,750 2,598 175 25,755 ~~322~~ ~~-~~ 500 2,257 620 1,00~~.~~ 0 4,699 ~~-~~ 23,232~~--~~ ~~-~~ 23,232 ~~-~~ 23,232~~.-~~ ~~-~~ 23,232 ~~-~~ 2,303~~--~~ ~~-~~ 2,303 |
Sub total I :11 :11 . A4 Assetand investment [ � l FCOHRA~~E~~R~~N~~I T~~G~~Y~~L A~~C~~N~~OD MA NMDI SWSAI OL ENS!. . . . .. . Recei ments accounts For the period from Section A Receipts and payments Unrestricted Restricted funds funds tothe nearest £ to the nearest£ To Endowment funds tothenearest£ 30-Apr-25 Totalfunds tothe nearest£ Lastyear A1 Receipts Sub total ~~: ~~11 : 11 A3 Pavments Total receipts_I 2,52311. .----~~-•II~~ ~~•II~~ 2,52311 2,3961 _Total payments~~l~~ 25,75511 -11 -11 25,75511 4,6991 Net of receiptsl(payments) AS Transfers between funds A6 Cash funds last year end Cash funds this year end CC16a Bank interest 2,523~~.~~ ~~.~~ ~~...~~ ~~.-~~ Sub total(l,jfOSS_mcome_ ror AR) 2,523 A2 Asset and investment sales, (seetable). ~~---~~ 2,523~~-~~ ~~....-~~ . 2,523 2,396~~.~~ . ~~--.~~ ~~.~~ ~~.~~ 2,396 Flowers forMemorial 389 Polish CulturalFund 5,000 Polish CatholicMission 750 Polish Club Seniors Xmaslunch 2,258 Polish ClubChildrensXmasparty 620 Polish School Amersham 2,215 Polish Scout AssocUK 10,000 NewMemorial(deposit) 1,750 AmershamPolishClub 2,598 Funeral wreath & charitydonation 175 Sub total 25,755 389 5,000 750 2,258 620 2,215 10,000 1,750 2,598 175 25,755 ~~322~~ ~~-~~ 500 2,257 620 1,00~~.~~ 0 4,699 ~~-~~ 23,232~~--~~ ~~-~~ 23,232 ~~-~~ 23,232~~.-~~ ~~-~~ 23,232 ~~-~~ 2,303~~--~~ ~~-~~ 2,303 |
Sub total I :11 :11 . A4 Assetand investment [ � l FCOHRA~~E~~R~~N~~I T~~G~~Y~~L A~~C~~N~~OD MA NMDI SWSAI OL ENS!. . . . .. . Recei ments accounts For the period from Section A Receipts and payments Unrestricted Restricted funds funds tothe nearest £ to the nearest£ To Endowment funds tothenearest£ 30-Apr-25 Totalfunds tothe nearest£ Lastyear A1 Receipts Sub total ~~: ~~11 : 11 A3 Pavments Total receipts_I 2,52311. .----~~-•II~~ ~~•II~~ 2,52311 2,3961 _Total payments~~l~~ 25,75511 -11 -11 25,75511 4,6991 Net of receiptsl(payments) AS Transfers between funds A6 Cash funds last year end Cash funds this year end CC16a Bank interest 2,523~~.~~ ~~.~~ ~~...~~ ~~.-~~ Sub total(l,jfOSS_mcome_ ror AR) 2,523 A2 Asset and investment sales, (seetable). ~~---~~ 2,523~~-~~ ~~....-~~ . 2,523 2,396~~.~~ . ~~--.~~ ~~.~~ ~~.~~ 2,396 Flowers forMemorial 389 Polish CulturalFund 5,000 Polish CatholicMission 750 Polish Club Seniors Xmaslunch 2,258 Polish ClubChildrensXmasparty 620 Polish School Amersham 2,215 Polish Scout AssocUK 10,000 NewMemorial(deposit) 1,750 AmershamPolishClub 2,598 Funeral wreath & charitydonation 175 Sub total 25,755 389 5,000 750 2,258 620 2,215 10,000 1,750 2,598 175 25,755 ~~322~~ ~~-~~ 500 2,257 620 1,00~~.~~ 0 4,699 ~~-~~ 23,232~~--~~ ~~-~~ 23,232 ~~-~~ 23,232~~.-~~ ~~-~~ 23,232 ~~-~~ 2,303~~--~~ ~~-~~ 2,303 |
Sub total I :11 :11 . A4 Assetand investment [ � l FCOHRA~~E~~R~~N~~I T~~G~~Y~~L A~~C~~N~~OD MA NMDI SWSAI OL ENS!. . . . .. . Recei ments accounts For the period from Section A Receipts and payments Unrestricted Restricted funds funds tothe nearest £ to the nearest£ To Endowment funds tothenearest£ 30-Apr-25 Totalfunds tothe nearest£ Lastyear A1 Receipts Sub total ~~: ~~11 : 11 A3 Pavments Total receipts_I 2,52311. .----~~-•II~~ ~~•II~~ 2,52311 2,3961 _Total payments~~l~~ 25,75511 -11 -11 25,75511 4,6991 Net of receiptsl(payments) AS Transfers between funds A6 Cash funds last year end Cash funds this year end CC16a Bank interest 2,523~~.~~ ~~.~~ ~~...~~ ~~.-~~ Sub total(l,jfOSS_mcome_ ror AR) 2,523 A2 Asset and investment sales, (seetable). ~~---~~ 2,523~~-~~ ~~....-~~ . 2,523 2,396~~.~~ . ~~--.~~ ~~.~~ ~~.~~ 2,396 Flowers forMemorial 389 Polish CulturalFund 5,000 Polish CatholicMission 750 Polish Club Seniors Xmaslunch 2,258 Polish ClubChildrensXmasparty 620 Polish School Amersham 2,215 Polish Scout AssocUK 10,000 NewMemorial(deposit) 1,750 AmershamPolishClub 2,598 Funeral wreath & charitydonation 175 Sub total 25,755 389 5,000 750 2,258 620 2,215 10,000 1,750 2,598 175 25,755 ~~322~~ ~~-~~ 500 2,257 620 1,00~~.~~ 0 4,699 ~~-~~ 23,232~~--~~ ~~-~~ 23,232 ~~-~~ 23,232~~.-~~ ~~-~~ 23,232 ~~-~~ 2,303~~--~~ ~~-~~ 2,303 |
Sub total I :11 :11 . A4 Assetand investment [ � l FCOHRA~~E~~R~~N~~I T~~G~~Y~~L A~~C~~N~~OD MA NMDI SWSAI OL ENS!. . . . .. . Recei ments accounts For the period from Section A Receipts and payments Unrestricted Restricted funds funds tothe nearest £ to the nearest£ To Endowment funds tothenearest£ 30-Apr-25 Totalfunds tothe nearest£ Lastyear A1 Receipts Sub total ~~: ~~11 : 11 A3 Pavments Total receipts_I 2,52311. .----~~-•II~~ ~~•II~~ 2,52311 2,3961 _Total payments~~l~~ 25,75511 -11 -11 25,75511 4,6991 Net of receiptsl(payments) AS Transfers between funds A6 Cash funds last year end Cash funds this year end CC16a Bank interest 2,523~~.~~ ~~.~~ ~~...~~ ~~.-~~ Sub total(l,jfOSS_mcome_ ror AR) 2,523 A2 Asset and investment sales, (seetable). ~~---~~ 2,523~~-~~ ~~....-~~ . 2,523 2,396~~.~~ . ~~--.~~ ~~.~~ ~~.~~ 2,396 Flowers forMemorial 389 Polish CulturalFund 5,000 Polish CatholicMission 750 Polish Club Seniors Xmaslunch 2,258 Polish ClubChildrensXmasparty 620 Polish School Amersham 2,215 Polish Scout AssocUK 10,000 NewMemorial(deposit) 1,750 AmershamPolishClub 2,598 Funeral wreath & charitydonation 175 Sub total 25,755 389 5,000 750 2,258 620 2,215 10,000 1,750 2,598 175 25,755 ~~322~~ ~~-~~ 500 2,257 620 1,00~~.~~ 0 4,699 ~~-~~ 23,232~~--~~ ~~-~~ 23,232 ~~-~~ 23,232~~.-~~ ~~-~~ 23,232 ~~-~~ 2,303~~--~~ ~~-~~ 2,303 |
CC16a |
|---|---|---|---|---|---|---|
| Lastyear | ||||||
| Bank interest | 2,523~~.~~ ~~.~~ ~~...~~ ~~.-~~ 2,523 ~~---~~ |
2,396 | ||||
| ~~.~~ | ||||||
| . | ||||||
| ~~-~~ | ||||||
| ~~-~~ | ||||||
| ~~.~~ | ||||||
| ~~.~~ | ||||||
| ~~.~~ | ||||||
| Sub total(l,jfOSS_mcome_ ror AR) |
2,396 | |||||
| A2 Asset and investment sales, (seetable). |
||||||
| Sub total | ||||||
| A3 Pavments _Total receipts_I |
||||||
| 389 5,000 750 2,258 620 2,215 10,000 1,750 2,598 175 25,755 |
~~322~~ | |||||
Flowers forMemorial |
||||||
| Polish CulturalFund | ~~-~~ | |||||
| Polish CatholicMission | 500 | |||||
| Polish Club Seniors Xmaslunch | 2,257 | |||||
| Polish ClubChildrensXmasparty | 620 | |||||
| Polish School Amersham | 1,00 0 |
|||||
| Polish Scout AssocUK | ~~.~~ | |||||
| NewMemorial(deposit) | ||||||
| AmershamPolishClub | ||||||
| Funeral wreath & charitydonation | ||||||
| Sub total | 4,699 | |||||
| Sub total A4 Assetand investment Total payments Net of receiptsl(payments) AS Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| . | I :11 :11 |
|||||
| ~~l~~ 25,75511 ~~-~~ 23,232~~--~~ ~~-~~ 23,232 |
-11 -11 25,75511 4,6991 |
|||||
| ~~-~~ 23,232~~.-~~ ~~-~~ 23,232 |
||||||
| ~~-~~ 2,303 |
||||||
| ~~-~~ | ||||||
| ~~-~~ | ||||||
| ~~-~~ 2,303 |
||||||
| Section | B Statement |
of | of | assets | and liabilities |
at | the | the | end | of | the | the | Endowment funds to nearest£ Endowment funds to nearest£ Current value (optional) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Categories 81 Cash funds B2 Other monetary assets 83 Investment assets 84 Assets retainedforthe charity's own use 85 Liabilities Signedbyone or two trustees on behalf ofallthe trustees |
Details Total cash funds (agn,ebalances withreceipl!Iandpaymer,13 aocount(s)) Details TSB Current account 00034036 TSBSavings account 01104968 |
Unrestricted funds tonearest£ Unrestricted funds tonearest£ Fundto which asset belonas 3,823 165,595 ~~.~~ 169,418 |
|||||||||||
| Restricted funds to nearest£ Cost(optional) |
|||||||||||||
| Details | |||||||||||||
| Details Details |
Fundto which asset belonas Fundtowhich liabilitv relates |
Current value loDtionall |
|||||||||||
| When due loDtionall |
|||||||||||||
| Date of G |
|||||||||||||