Joseph Hardy Charltable Trust
{Henley-In-Arden Heritsge Centre)
Charlty Number 1180324
(Ilnked to Charlty Number 10479(xI)
Flnanclal statements
For the year efKled 31 March 2023

Joseph Hardy Charltable Trust
Flnanclal statements for the year ended 31 March 2023
General Inforniatlon
Trustees
David Lodder- Chairman
Duncan Bainbridge
Jonathan Dovey
Norman Kench
Susan Warner
Address of Charlty
Joseph Hardy House
150 Hl8h Street
Henley in Arden
Warwickshire
895 58S
Charlty Number
1180324 (linked to lo47￿0)
Bankers
Cater Allen
9 Nelson Street
Bradford
BDI SAN
United Trust Bank
One Ropemaker st￿et
London
EC27 9AW
Independent Examlner
Peter Reast
Chartered Accountant
78 Cedar Road
Mickleton
Chipping Campden
Gloucestershire
GL55 6SZ

Joseph Hardy Charftable Trust
Trustees. report for the year ended 31 Marth 2023
The Trustees present t￿$r report and the a¢¢wnts dwity fty the ￿ar ended 31 Marth 2023.
Trust deed
The Joseph Haitly thailtable Trusi w•s ryl¥no1ty reglsteredT*Ath the (hwlty C¢xnm1551oners (No lo47￿) under a Deed of
Trust dated 18 May 1995. Thls ha5 now be•b linked to No 1180324 whith was re8i5tered on 16 October 2018. kcounts are
prepared on an accruals ba51&
Trustees responslbllltles
The Tfu5tees are required to prewe fknwKial statefnents eKh finartial whith t1￿ a true and lair view of the state
of affairs of the charrty and of the Incomlng resources a￿1 appllcatlcffj of rexwces duri￿ theyear and ol its 5tste of affalrs at
the end of the year. In wepafin8 ihose financial Statements the Trustees are reqLrfred to'.-
11 select 5Ultable accounting policles a￿1 I￿n apply thwn consistentty
21 make Judgements and estlmaies that are leaX￿ab￿ prudent
and 31 prepare the ftnanaal Statements on a ￿￿n8 contem basi5 unless It Is hiapwoprlateto preswne the tharitywill
continue in operatlon.
The Trustees are resp(fflslile fly keepir@ woper xcourt1￿ reCordSt￿￿h dbsdose rea5th￿e accurxy atany tlme the
financial p951tion cl the charity. They are also respDnsSble sale8uardin8 the assets of the charity and hence for takn'n8
feasonable steps fLY ihe prevention and deteCt￿n of fraud and breac￿ of law and fe8ulations.
The Trustees are irwited to ncminate repl*mentswhen vacanc*5 0￿ur and ihèse *e thscussed arKI 4ppro¥ed at
appropriately conve￿d mtetin8s of am trustee& NEW Trustees are i¥*fed ￿ their o￿VIonS under charity law and
3ppialsed of the or8anisa11¢￿ aTh4 slructure ￿ the tharity. Trustees we enccwrayd to attend approFwlate Èxtemal trainlng
events where these will fac41itste the urthrtakl￿ of their rde.
The Tfusiees have a risk mana8ement 5trateBy ec#nprFsln8 a re8ular review rA the risks the charity may face and procedure5
to mitigate those risks.
Oble¢tlves
The Trustee5 have iaken accwnt of the 8uklance pyblbshed by the Clwrlty C£thm155ion and the kneph Hwdy Cha￿table
Trusvs pijblic beneftt Is to provide a reposllory for Henley4n-Arden's memoralmlia. a fadlFty probiding turritvlum support to
the education ol chlldien, to assbsl in the development ol the professional dder students and io provlde a Ven￿ of
interest to cultural and soclal groups and a sl8nlflcant ¥isitw all1￿b0[L
Revlew of 2023 and outlook to the future
The Joseph Hardy charitab￿ Tru# opened its facllities duri￿ the year and received 2.184 visitors. Re￿IPtS for the
year amounted to É9,461 with expenditure at £11.414 leaving net payments of £1.953.
Reserves
The cash reserves of the Charlty. amounting to £111,340, are held to provide assistance in accordance wlth the
Charitys objectives, one of which Is to maintain the labric of 19) Heh Street, Henley-in-Arden. Notwithstandin8
this, the Trustees are conscious that the annual cost of necessary repairs to the property exceeds the income of
the Trust and the Chartty reserves are bein8 used to make up the defKrt. The Trustees are considering ways of
ensuring the long-term fvture of the Trust. The Twstees consider that adequate funds are held to meet
immediate fut
e needs.
David Lodder
Chairman
Norman Kench
Trustee
December 2023

Independent Examinerfs report to the Trustees of Joseph Hardy Charltable Trust
For the year ended 31 March 2023
I report to the trustees on the accounts of the Charity which are set out on pages 2 to 7.
Responslbllftles and bask of report
As the charity trustee5 you are responsible for the preparation of the actounts in accordan￿ with the
requirements ot the Ch•rities Act 20111.the ACVI
I report In respecl of My exarnln8tion of the attounts carried out under section 145 of the Act and in carrying Oilt
my examination I have followed all of the appli(able directi¢)ns given lry the Charity Commission under section
14515llbl of the Art.
Independent examlnerfs slatement
I have completed my examination. I confirm that no materlal matters have come to my attention in
connection wlth the examination giving me cause to believe in any materi31 respect-.
l. accounting records were not kept as ￿qUIred by sectlon 130 of the Act: or
2. the accounts do not accord with those record5; or
3. the accounts do not comply with the applicable requirements conceming the form and content of
accounts set out In the Charitie5 (Accounts and Reports) Regulations 2tX18 other than any requirement
that the accounts give a true and fair view whlth is not a matter considered as part of an Independent
examinatlon.
I have no concerns and have corne across no other matters in connertion with the examlnation to which
attention should be drawn in this report in order to enable a proper understanding of the accounts to be
reached,
Peter Reasl
Chartered Accountant
78 Cedar Road
Mickleton,
Chippin8 Campden
Gloucestershire
GLSS 65Z
December 2023

IN•nl¢y kn Arden NeritsyC*nir•l
Y••r JI 14l*rth 2013
Sale trf81ft5 and wWlrAth)rts
Recelpis Irom fvnd ri151n8
LÈttin8 Iiicome
172
J,720
1.892
In¥estmentln¢w*
COIF Deposlls
Uthiied Trusi Bank
195
53
SJ
248
56
Donatlons from ￿$$fOr5
Glft Aldt*x red*kn
18AVJ
8,584
9.461
18.409
20.357
Cost of BenerJ￿ry￿nd5
Cost of 8Ift shopsale5 lallold stttkwriii*n
Fundraisl￿r￿Sls
1,149
1.449
charIt3b￿
Dlsplay5
Athertisl•8
Arch￿1￿8 CNts
Upkeep OICen¢￿ '.
BuOness rates
Inwrance
Wate
Elertrldty
Repalrs and milrten**e
Cateiln8co05
220
756
1,729
345
593
1226
3.421
9.919
7A91
I•X)74
Almlnlslratlon cwts
CommunKJtknns
PflntloÉ and 5tatknnery
Computer makntenant
374
31
J76
376
16.018
Governanctwsts
Independent examSnatkJn
Parlsh Cler*
350
JSO
11.414
.1953
19.267
le¥pendedl rtsourt•s Ir*year
Funds hekl at l Aprtl 2022
270,783
269.693
Swith hqld 31 M•ith 20Z3
68J30
£270.70a

IHenle¥ InArfen ￿•￿11￿£•￿tre)
2021
Flxed assét5
Freehdd woperty •1150Hl8hStI*Ql. Hen￿kn *¥deD
l•1 Lwt In Juty 1996
157.5SO
$7.SSO
Cvrreni assets
Stock of ￿ft5 and wblk*K
tlebtorsand prepaymnts
Cash ai barlk and In h•nd
United Twst Bank
COIF
Catei and ￿lefi
915
11,Z31
49.194
11.036
51.228
iii.yo
113,121
113.533
Current li•￿111￿$
Sundry crediiors
528
111.2
£ I61￿30
113.233
E Z70.783
Represenied ty'.-
Trust tund Iwrestrknedl
É267.065
E 270.783

Joseph Hardy Charltable Trust
Notes to the accounts at 31 March 2023
l. Ac¢ountln8 pollcles
Ac(ountln8 wn¥entlon
The accounts have been prepared underthe historical cost convention and are in accordance with appllcable
accountin8 standards and the Charities Accounting Ststement of Recommended Practice ISORP FRS 1021 and
the Charities Act 2011. There have been no changes in the èttiwnting policies,
Flxed assets
No depreciation has been charged on Ireehold property.
In¢omlni resources
All incoming resources are reco8nised once the Charity has entitlement to them, It IS ￿rtain that they wlll be
receNed and the monetary value can be rneasured wlth suffident relialMIIty.
Resouwces e¥pended
Llabllities are recognised as resour￿5 expended as s{￿n a5 there is • legal or constructive obligation committln8
the Charity to the expenditure. All expenditure is accounted for on an accruals b￿1$ and has been dassifled
under the appropriate headin85.
2. Analysls of resaufces used
The following have been charyed In the Ststement of Finantial ArtIvit￿$
2023
2022
Independent examlnerfs remuneratbn
350
31Kl
The trustees recelve no remuneration.
2022
3. Flxed assets
At ori8inal cost
£157.550
£157,550