## Friends of St Peter’s Walton on the Hill Surrey ## Report and financial statements For the year ended 31 December 2023 Charity registration number: 1170811 ## **Friends of St Peter’s Walton on the Hill Surrey** ## **Registered charity number 1170811** ## **Report of the Trustees** The Trustees present their report and the accounts for the year ended 31 December 2023. ## **Structure and governance** Governing document The Charitable Trust was created by a trust deed dated 2 November 2016. Trustees The Trustees during the year were: Philip Truett Chairman Michele Spink Mo Atkins Bob Peeler Victoria Truett George Curry Appointed 28 November 2022 ## **Objectives of the Charitable Trust** The objects of the Charity are to promote the permanent preservation of the church buildings and grounds of St Peter’s Walton on the Hill Surrey. ## **Review of activities** I am pleased to report that this has been another satisfactory year for _Friends_ . To us, ‘satisfactory’ means that we have helped to maintain the fabric of the church and meet the commitment that we have made, whereby we look after the churchyard. In addition to these two important items, ‘satisfactory’ also includes adding to the reserves, ready for a major repair job on the roof or part of the tower collapsing. With this year’s surplus of £15,000, we have been able to increase this reserve to £71,500. Our two social events, the Barbershop Quartet and the Wine Tasting, were very enjoyable and made a useful contribution to our overall income although, as we have always said, these events our primarily for hearts and minds purposes, rather than pure fund-raising purposes. That also Page | 2 ## **Friends of St Peter’s Walton on the Hill Surrey** ## **Registered charity number 1170811** ## **Report of the Trustees - continued** goes for our Posh Bottle stall at The Pageant. All these events are to do with spreading the _Friends_ word and trying to broaden the base of _Friends_ . In this latter respect, we paid for a Royal Mail mail shot, covering the KT20 7 post code with every household receiving one of our leaflets, encouraging the recipients to join us. This initiative was deemed to have been a great success, producing nine new _Friends_ paying by Standing Order and two making one off donations. We now have about 90 _Friends_ which is great, but we still represent only a tiny percentage of Walton’s population. If you continue to think that preserving the church building and its surrounding churchyard for future generations to enjoy is a worthwhile cause, do please try and convince your best friend into joining _Friends._ You could also tell your friend that one of the reasons why his property is so valuable is because he lives in this pretty village on the outskirts of London with its pond and its lovely church overlooking the village green and these assets should be paid for by the community…..not just 90 of us. That should clinch it! May I take this opportunity to thank my fellow trustees for all they have contributed throughout the year and to Andrew Brown who continues to look after our books so impeccably and for Peter Renshaw for examining these accounts. Finally, and most importantly, a huge thank you to you all for your on-going support of _Friends_ . We could not do it without you - You really have made a difference! ## **Financial performance** The Trustees consider that the financial performance for the year was satisfactory. The assets of the Charity are held in a bank deposit account, pending the award of grants to St Peter’s. Approved by the Trustees on 12 March 2024 and signed on their behalf by: **Philip Truett** Page | 3 Frieds of St Peter's M"alto• o• llill SwTreTr Receipts pJ!IDemts acCO￿t for the l'ear ended 31 De¢ewber 2023 2023 2022 Recew)ts 3.603 19.ti03 6.040 4.530 653 34,0?9 503 19,000 3.116 3.016 187 25.822 S￿(￿}g ordtts G*1 Aid TeceThred Recew from crfgamsedby the Fr*llds Irrterest Totsl Tece Pa%Trents Costs of orgamsed by the Fiietids 2,?65 1.379 219 Totrj pa)wAs 2,484 1.598 S¥rybl•s ol receipts wer pa%The•ts 31.545 24.224 Pai'th*ttts to St P•tèr's to support expthe on the of St Petu's clwrcFA athdthe chrcb>'¥d 16,604 11.500 Nel receipts lor the )-ear 14.941 12.724 Cash at l 2023 56.636 43.912 Cask f••ds It 31 Derember 2023 £71.577 £56.636 Page14 FTiemds of St Petels m.ahon on tke Hill SwTeTr- Statemènt of Assets and Iiabilitsès 31 Decernber 2023 20?3 2022 Cash fllmds Current accou 2.127 69.450 4,S39 51.797 71.577 £46.636 otes l The fixth of the Friends dst Peter's are al wreSt[￿ted 2 The Fiicnds of St Peter's had ￿ lia￿leS at 31 December 2023 The accowts were 2¥yoNEd by the Tnstees 12 M¥ch 2024 aDd signed on behaff by. Philip Truett T￿￿e lo Atkins T￿￿tee Page15 ## **Independent examiner’s report** ## **To the Trustees of the Friends of St Peter’s Walton on the Hill Surrey** I report on the accounts of the Charity for the year ended 31 December 2023, which are set out on pages three and four. ## **Respective responsibilities of trustees and examiner** The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: - examine the accounts under section 145 of the Charities Act, - to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act), and - to state whether particular matters have come to my attention. ## **Basis of independent examiner’s report** My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below. ## **Independent examiner’s statement** In connection with my examination, no material matters have come to my attention which gives me cause to believe that in any material respect: - accounting records were not kept in accordance with section 130 of the Charities Act; or - the accounts do not accord with the accounting records. I have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Peter J Renshaw FCA Greenaway Warren Drive Kingswood Page | 6