## **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 Asset**and 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 Asset**and 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 Asset**and 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 Asset**and 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 Asset**and 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 Asset**and 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 Asset**and 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,e**balances with**receipl!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
Fundto**which**
liabilitv
relates|||||Current value
loDtionall|
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
||||||||||||||When due
loDtionall|
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
|||||||||||||||
||||||||||||||Date of
G|
|||||||||||||||
|||||||||||||||
|||||||||||||||