Trustees, Report and Flnanclal Statement5
for theyear Ended
31st December 2024
for
Beauchamp Communlty at Newland
Reglstered charlty number: 1190606

Bea￿hamp Communlty at Newland
Contents .
Pages
Trustees Report
Independent Examiner's Repcrt
Statement of Flnand81 Actlwtles
BalarKe Sheet
statement of cash flows
Notes to the Accourrts
10 to 19
Detailed Statement of Flnanclal Actlvitles
20 and 21

8eauchamp Communlty at Newland
Trustees Annual Report for the year ehded 31st December 2024
The trustees present thelr report with the financlal statements of the charlty for the year ended 31st Oecember
2024.
The flnanclal statements comply wlth the Charltie5 Act 2011, the Memorandum and Artlcle5 of
Assoclatlon, and Accounting and Reporting by Charitie5,' Ststement of Recommended Practlce
appllcable to charltles preparlng thelr accounts In accordance wlth the Flnanclal Reportlng Standard
appllcable In the UK and Republlc of Ireland IFRS 1021 leffectlve l January 20191.
The charlty15 Set up a5 a charStable Incorpcyated organisation and was reglstered wlth the Uiarlty
Commlssloners under re8i5tratlon number 1190606 In July 2020, to re￿ate the prevlous
unlncorporated assoclatlon of the same name Ino. 1015794) which was establlshed in the Scheme dated 14
December 1979 as amended by the Scheme dated 27 October 1992.
The activity of pre-existing charlty known as Beauchamp Community at Newlantl Icharlty number 10157941 was
transferred to the CIO In Aprfl 2024 and the Charlty Commls51on closed the tharity number 1015794, As such,
the comparatlves for 2023 are that ￿pfjrted in the old charity,
REFERENCE AND ADMINISTRATWE DETAILS
Prlnciple Address
Newland
Malvern
Worcestershlre
WR13 SAX
Charlty Number
1190606
Company Number
CE022682
Trustees
Mr P Hughes
Mrs V Ru55ell
Slr N Lechmere 8t
Mrs L M Chenevlx-Trenth
MrN Ward
Mr N Horner
Mrs Lwebb
Mr B Bamford
Independent Examlner
Ellzabeth Needham ACA cfA IVATI
Instltute of Chartered Accountants, England
and Wales
Kendall Wadley LLP
Grants Lodge
71 Graham Road
Malvern, WR14 2JS
Reslgned Aprll 2024
Appolnted Chalr Aprll 2024
Reslgned Aprfl 2024
Appointed Aprll 2024
Bankers
Lloyds Bank plc
Belle Vue Terrace
Malvern, WR14 4QG
Accountants
KellyATC Ltd
20 8lackmore Road
Malvern WR14 IQT
Sollcltors
Russell & Co
Holland House
Church Street
Malvern, WR14 ZAH
Investment Advlsers
aullter Chevlot Investment Management
Senator House
85 Queen Vittorla Street
London, EC4V 4AB

Beauchamp Communlty at Newland
Trustee5 Annual Report forthe year ended 3tst Oerember 2024
OBJECTIVES AND Acfr4iTIES
The Scheme states that the Almshouse dwelllngs speclfled In the Schedijle and the property cKcupled therewlth
shall be appropriated and used for the resSdence Almspeople Ihereafter referred to a5 re51dents) In conformlty
wlth the provisions of the Scheme. The original auadrangle of Almshouses was opened In 1864 following a
bequest of la￿1 and £60,1)JO by the 3rd Earl Beauchamp and his late wife, Charlotte. Countess Beauchamp.
The Scheme also states that the residents shall be potsr members of the Church of Er6land or Churches In
communlon thèrewlth. pr￿ded that so far as practlcable not less than an elghth nor more than a quarter of the
residents shall be retlred clergymen.
Vacancies are athertised and prospectibE residents are Interviewed by the Chaplaln and the Warden.
Forty.flve12023 . 451 of the unit5 housed fifty-tsne resldents12023- 541 durlng the year, includlng a Warden arKt
a Chaplaln Ilving onslte.
ACHIEVEMENT AND PERFORMANCE
tharitsble Actlvltles
Charftable actlvlties of charity number 1015794 transferred to 1190606 on 1st Aprll 2024.
For the year there were overall net outgoing resources before galns on Investments of Unrestrleted Funds of
£11,010, and Endowment Funds of £1,774 due to the trustees continuing wlth thelr pollcy of enhoncement of
the slte and modernlsatlon and refurbSshment of the flats as they bec(xne vacant. The total sum expended on
the almsh¢uses refurblshment In 2024 was £129.72112023 £138,036).
Following the rewew of the Conditlonal Report wot* contlnues on the most Important pioblems identified,
money ha￿ng been put aside for these purposes. Thi5 15 In addltSon to the many day to day problem5 which
arlse, and whleh need deallng wlth urgently for the convenlence and comfort of the resldents. The trustees are
veiy lucty to be able to call on the servlces of a number of skllled tradesmen to facllltate these works but there
Is doubt that more could lje done, but when considerlng this, one has to take Into account not only the
avallablllty of fundlng and work force but also dlsturbance to the residents and balan¢5ng income wlth
expenditure,
Publlc Beneflt
The Trustees have regard to the Charity Commlsslon's guldance on Publle Beneflt at their meetings and In
plannlng thelr activltles.
They maintain the bulldSngs and gr(￿ndS of the Beauchamp Community to the beneflt of the resldents and the
members of the public who vislt the Chapel and the grounds for whatever reason. SeNlees In the Church and
Chapel are held regularly and are open to all resldents. The Trustees host a number of soclal events and as part
of thelr commltment to fundralslng. the resldents host a number of chalitable events and Conduct tours for
groups interested In the history of the Community and the Church, Mary of the functlons Include 5enlor Citizens
from the adlolnlng Pyndar Court. The Church, Llbrary and Boardroom are also used regularly for Parish Counc51
meetlngs, Lo￿1 & Narlonal elertlons and by small groups, cholrs and societies. A small charge is made for the
Use of the premises.
The Trustee5 a150 have responslbility fcw the Cosby White Llbrary of eccleslastlcal boc*s whlch a￿ housed wlthln
the BeaLKhamp Communlty.
The Trustees appolnted a new Chaplain durlng the year to tske responsibility for the spirftual and pastoral care
of the residents and non-resident congregatlon.

8eauchamp Communlty at Newland
Trustees Annual Report for the year ended 31st December 2024
POLiaES
The Warden and Chalr contlnue to WO￿ tlosely on the rlsk assessment and policles to ensure they are relevant
and effertlve.
The tiustees contlnue to revlew and update thelr policle5, proCedU￿S and *dmlnSstration prrjcesses.
A new Rlsk Assessment has been put In place to be approved by the Trustees at the Sprlng Board meetlng in
April 2025.
FINANCIAL REVIEW
Investment poll¢y and oblectives
The trustees have the power to invest In such stocl Sha￿$, Investments and property In the Unlted Klngdom as
they see fit. The trustees engage Qullter Cheviot Ltd as Investment manager5. The pollcy Is to adopt a medlum
rlsk strategy based on reasonable return of Income and wtentlal capltal growth.
Rese￿e5 poIIcy
The trustees conslder the Funds provlde financlal stablllty and enable the trustees to contSnue the programme of
modemlslng and malntalnlng the Charity's property.
The Unrestrlcted Funds at the ealance Sheet date show the General Funds of £57,87612023 £70,582) and the
Property Reserve Funds of £1,589.85312023 £1,512,041) whlch are consldered adequate to fulfll thelr contlnuing
obllgatlons for the ensulng year.
FUTURE PLANS
The Trustees have authorlsed the replacement of the heatlng system and boller5, the large cost of which has
made It nete5sary to draw capital from the Spedal Repalrs Fund. Quilter5 have taken all of the fund5 from the
cc￿ Fund to release the necessary funds to pay for the new heatln8 and bollers, The remalnlng funds have been
Invested in a CAIF Fund.
A re￿eW of the ContrSbutions Is currently underway and of the Warden's tltle. whlch has been prohibltlve when
dealing wlth partnetshlp agencles and a mlsunderstandlng of what seTvlce the Charfty pr￿deS to Its residents.
A revlew of staffln8 levels and respons11￿lItIeS wlll be conducted In 2026.
A qulnquennlal report 5s due to take place In 2025.
STRucfuRE, GOVERNAN￿ AND MANAGEMENT
RecrUIts￿ent and appolntment of new tyustees
The retrultment and appolntment of new Trustees Is undertaken by the current Trustees and fomially approved
at a meetlng of the Trustees.

Beauchamp Communlty at Newland
Twstees Annual Report for the year ended 31$t December 2024
STRucfuRE, GOVERNANCE ANO MANAGEMENT- etyrt
Constltutlon
The charltyls Set up as a charltable Incorporated organisatlon and is reglstered wlth the CharSty
Commissloners under rÉgistratlon number I19(￿06.
The ao was re8lstered wlth the Charlty Commlsslon on 28 July 2020 replaclng the prevlous
unlncorporated assoclatlon of the same name Ino. 10157941 whlch was reglstered In 1992.
The CIO Is governed by Its constltutlon dated 16th July 2020 and It Is mana6ed by a Board of Tru5tee5
Statement of Trustee Responslbllltles
The trustees are re5pons5ble for preparlng the Tru5tees' Annual Report and the Flnandal Statements in
accordance with applScable law and United Kingdom Accountlng Standards Ivnlted Kingdom Generally
Accepted Accountlng Practice).
Charity SORP requires the trustees to prepare flnancial statements for each financial year wh5¢h Bive a true
and fair ￿eW of the state of affalrs of the charlty and of incorning resources and appllcation of resources,
includlng the recoipts and payments of the charity for that year. In preparlng those flnantlal starements, the
tntstee5 are required to..
select sultable aeeounting pollcles and apply them conslstently,.
ob5eNe the methods and prlndples in the Charlt5es SORP,.
makejudgements and estlmates that are reasonable and prudent..
state whether applicable accounting Standards have ￿en followed, subject to any rnaterlal
departuies disclosed and explalned in the flnanclal statements;
prepare the flnanclal ststements on the golng concern basls unless It Is Inapproprlate to
presume that the charity wlll contlnue In operatlon.
The trustee5 are re5pon5ible for keeplng accountlng records that dlsclose wlth reasonable accuracy at any time
the flnanclal posltlon of the thèrity. They are also responsible for safeguarding the assets of the charity and
hence for tsklng reasonable step5 for the preventlon and detectlon of fraud and other Irregularitles.

Beauchamp Communlty at Newland
Tntstees Annual Report for the year emded 31st December 2024
STRucfuRE, GOVERNANCE AND MANAGEMENT- Cont
Organlsational structur¢
The Trustees meet routlnely ￿lte yearfy but are available should It be necessary for them to meet between
thelr regular meetlngs. The AnNal Accounts are presented at the Sprlng Meetlng.
The Warden is Duncan Fller. He Is asslsted by Patsy Hughes (Dewty Wardenl, Peter Twisleton (Assistant
Wardenl and John & Angle finnlon (Asslstsnt Wardens).
Reverend Angle Watts Is the Chaplaln to the Beauchamp Communlty.
The Warden and Chaplaln work c105ely together and have weeWy Safeguarding and Pastoral meetings as DSO
and DDSO ￿SPeCtIVe[y.
Duncan Fller continues to deal with the dav.t￿daY f inanclal adminlstration along wlth the monthly preparation
of the Incomelexpendlture spreadsheets. Kelly Phllpotts of KellyATC Ltd, acts as Accountants to the Trustees.
As well as wlth Duncan Fller, KellyATC Ltd Ilalse wlth Quilter Chevlot, and Lucy Chenevlx-Treneh. KellyATC Ltd
wlll attend normal Trustee5' meetings and prepare the year end ac¢ounts for Independent Examlnatlon.
Quilter che￿0t Ltd act a5 Stockbrokers and regularly revlew the portfollo of Investments. All the investments
are held on behalf of the Trustee5, in the name of the Nomlnee Company of Quilter Chevlot Ltd and all
dlvldends and stock Interest are mandated to them and remltted to the Communltys banker5 monthly. Mr
Wllliam Reld of Qullter CheMot normally present5 to the TTUStees' November meetlng.
St. Leonard's (hurch, Newl3nd Is in the custcmly of the Charity as the Fffivate chapel of the Beauchamp
Communlty and Is known as 'The Church, to di5tlngulsh It from the thapel in the Clolsters.
The Chalr wishes to thank all of those Involved In making The 8eauchamp Communlty a wonderful ￿a¢e In
which to Ilve, work and worship- the warden, chaplaln. trustees. advlsors. clergyi resldents and contractors.
roved by order of the LN)ard of trustees on .............................,...
and slgned on its behalf by:
Lucy Ch
vlx-Trench- Chalr

Independent Examlnerfs R•port to th• Trustees of Beauchamp Communlty al Newland
I report to the tharity trustee5 on my examlnatlon of the accounts of the charity for the year ended 31st
December 20Z4 set out on pages 7 to 19
Responslbllltle5 ?nd basls of reptyt
As the charlty's trustee5 you are respDnslble for the preparation of the accc*unts in accordance with the
requlrements of the Charitles Act 20111"the Act").
I report In respert of my examlnatlon of the charltV5 accounts carried out under section 145 of the Act and In
carrylng out my examination I have followed all the appllcable Dlrertlons glven by the Charity Commisslon under
Sertion 1451Sllbl of the Act,
Independent examlner's statement
SSnce the charitvs grL)ss Income exceeded E250,000 your examlner must be a member of a bo(fy listed in Sertion
145 of the Act. I confimi that l am qualified to undertake the examlnatlon because l am a MeM￿r of ICAEW,
whlch Is one of the Ilsted bodles.
I have completed my examlnation, I conflrm that no material matters have come to my attentlon In connectlon
wlth the examinatlon glving me cause to belleve that in any materlal respect..
l. accounting fftcords were not kept In respect of the charlty a5 requlred by Sectlon 130 of the Act,, or
2. the accoltnts do not accord with those records,, or
3. the accounts do not comply wlth the appllcable requlrements conceming the form and content of accounts
set out In the C￿rItIeS IAccounts and Reports) Regulatlons 2008 other than any ￿quIreMent that the
accounts glve a 'true and falr vlew, which Is not a matter consSdeied as part of an Independent examlnatlon.
I have no concerns and have come across rK> Other matters In connectlon with the examlnatlon to whlch
attention should be drawn In thls report In order to enable a proper understandlng of the accounts to be reached.
Slgned..
Ellzabeth Needh3m ACA cfA IVATI
Instltute of Chartered Accountants, England and Wales
Kendall Wadley LLP
Granta Lodge
71 Graham Road
Malvern, WR14 2iS

eauchamp Communlty at Newland
Statement of Flnanclal Actlvliles
For the Year Ended 31st December 20Z4
2024
2023
Restated
Total Fund5
Unrestrlcted
Funds
Restrlcted
Funds
Erxlowment
Fund Total Fund5
Noie5
INCOME AND ENDOWMENTS FROM
tlonations and Legacies
11683
12,683
12,550
tharftsble Actlvltles
Provlding almshouse
accommodation
Investment Income
Other Income
Totsl
253,149
61,670
137
327,639
253.149
61,670
137
327.639
230,884
65,766
2,935
312,135
EXPENDITURE ON
Ralslng funds
3,148
1,774
4,922
11,568
Charltsblè Actlvlti8S
Provldlng alrrshouse
accomodatlon
335,501
335,501
350,030
Totsl
338,649
1,774
340,423
361,598
Net galns I110s5e51 on
Investments
79,881
18,539
52,242
150,662
206,141
NET INCOME
68,871
18,539
50,468
137,878
156,678
Transfers between funds
13
13,7651
3,765
Net Movement In lun(
65,106
18,539
54.233
137,878
156,678
RECONCILIATION OF FUNDS
Total fund5 broLKqht fwd
1,582,623
364,436
983,982
2,931,041
2,774,363
1,647 729
038,215
3,068 919
Total funds carrfed foNiard ￿ ￿382 975 2,931,041
CONTINUING OPERATION5
All Income and expendlture has arlsen from contlnulng operatlon5
The notes form part of these flnancial statements

804uchampCommunlty at Nèwland
Balance Sheet
As at 31st December 2024
2024
2023
Restated
Totsl FuThJs
Unrestrlcted
Funds
Restrirted
Fund5
Endowment
Fund Total Funds
f4JtqJ
FIXED ASSETS
T3nglble assets
Investments
io
1,589.853
1,589,858
382,975
382.975
1,038.215
1,038,21S
3,011,043
3,011,048
2,863,339
2,863,344
CURREfrIT ASSETS
Debtors
Cash at bank and In hand
11,154
58,217
69,371
11,154
58,217
69,371
20,986
69,856
90,842
CREDITORS
Amounts falllng due
wlthln one year
111,5001
111,5001
(23,1451
111,5001
111,5001
(23,1451
NET CURRENT ASSETS I
(LIABILITIES)
57,871
57,871
67,697
TOTAL JSSETS LESS
CURRENT UABILrriES
1,647,729
382,975
1,038,215
3,068,919
2.931,041
NET ASSETS
1,647.729
382,975
1,038,215
3,068,919
2.931,041
FUNDS
Unrestrltted funds
Restrlcted funds
Endowment Funds
Totsl Funds
1.647,729
382,975
1,038,215
3,068,919
1,582.623
364,436
983,982
2,931,041
The flnanclal statements We￿ approved by the Board of Trustees on
and were slgned on Its trehalf by:
ru5tee
The notes form part of these flnanclal statements

Beauchamp Communlty at Newland
Cash flow statement
Far the Year Ended 31st December 2024
2024
2023
Restated
Total Funds
Total Funds
ot•s
Cash fl¢Jws from operatlng actlvltles:
Net cash (used Inl operatlng attlvitles
174,4931
1111,4881
Cash flows from invèstlng actlvltles
tlvldends, Interest and rents from Investments
Proceeds from sale of investments
Purchase of Investments
Net cash provlded by / {used In) Investlng actlvltles
61,670
2,607,395
12,604,4371
64,628
65,766
5,555
71,321
Cash flows from fInancI￿ actlvities
Expendlture attrlbutable to endowment
11,7741
14.8141
Net cash yovlded ty I lused Sn) flnanclY8 actlvltles
11,7741
14.8141
Chan8e In cash and cash equlval•nts In the reportlng peritsd
111,6391
144,9811
Cash and cash equlvalents at the ￿gInnIng of the reportlng perfod
69,856
114,837
Cash and cash equlvalent$ at the end of the reporting perlod
58,217
69,856
Reconclllatlon of net Incomellexpendlture) to net cash flow from opEr4tlry actlvl¢les
Net Income I lexpendlturel 4$ per the Statement of Flnanclal Actlvltles
137,878
156,678
Adjustments for.
(Galnl l Loss on Investments
DIMdends, interest and rents from Investments
Expendlture attributable to en(l)wment
(In￿ase} l Decrease In debtors
Increase I (Decrease) In credltors
Net ¢ash fused In) Operat1￿ actlvltles
1150,6621
161,6701
1,774
9.832
11,645
174,4931
1206,1411
165,7661
4,814
15,2961
4,223
1111,4881

Beauthamp Communlty at Newland
Notes to the Flnanclal Statements
For the Year Ended 31st Decembèr 2024
ACCOUNTING POLiaES
Charlty Infomiatlon
Beauchomp Communlty at Newland is a CIO and was registered In England and Wales. The
registered offlce Is Newland, Malvem, WR13 SAL charlty number 1190606
Bas15 of prepartng ihe flnanclal ststements
These accounts have been prepared under the hlstorl¢al cost conventlon wlth items recognlsed at
cost or tr8n5action value unless otherw15e stated In the relevant notelsl to these accounts.
The accounts have been prepared In a¢cordance wlth Accountlng and Reporting by Charlties.,
Statement of Recommended Practice appllcable to charltles preparing their a¢¢ount5 in accordance
wlth the Flnanclal Reportlng Standard applicable In the UK and Republlc of Ireland IFRS 1021
leffertive l January 20191- Charltles SORP IFRS 102}, the Flnanclal Reportlng Standard appllcable In
the UK and Republic of Ireland IFRS 1021 and the Charities Act 2011.
The Beauchamp Communlty at Newland CIO meets the deflnltlon of a wbllc beneflt entlty under
FRS 102.
Income
All income Is re¢ogni5ed In the statement of Flnancial Actlvltles once the chadty has entitlement to
the funds. it Is probable that the Sncome wlll be received and the amount can be measured rellablv,
Expendlture
Llabilltles are recognlsed as expenditu￿ as scon as there Is a legal or construrtlve obllgation
commlttlng the charlty to that expendlture, It is probable that a transfer of econornlc beneflts wlll be
requlred In settlement and the amount of the obllgatlon can be measured reliably. Expenditure 15
accounted for on an accruals ba51s and ha5 been classified under headings that aggregate all cost
related to the category. Where costs canwt be dlrectly attrlbuted to partlcular headings they have
been allocated to actlvities on a basls Gonsistent with the use of resource5,
Tanglbie Flxed Assets
Expendlture on flxtures and fittlngs and ImprovEments to buildlng5 15 wrltten off In the year of
expendlture. Smaller items gf equlpment are wrltten off In the year of purchase. The freehold and
bulldlng5, which are held for the Charitls use, and Newland Library Collection are stated in the
accounts at a nomlnal book value of E5.
Slgnific£nt wt5 would be Involved in valuing these a55ets and the Injstees do not conslder It
expedient to have the assets independently valued, The tnjstees do not consider i depreclatlon policv
Is necessary as the bulldlngs are malntalned In go(xl condltlon resultlng fmm a conslstent
maintenance programme.
Investments
Investments are stated at mathet value at the year end.
Cash and Cash Equlvalents
Cash and cash equivalent5 Include cash in hand, depjsits held at call wlth banks, crther short-temi
Ilquld investments wlth orlglnal maturltie5 of three month5 or less.
io

Beauchamp Communlty at Newland
Notes to the Flnandal Statements
For ihe Year Ended 31st December 2024
ACCOUNTING POUCIES - ￿ntInUed
Taxatlon
The charlty Is exempt from tax on Its charftable actlvttles.
Debtors
Trade and other debtots are recognlsed at the settlement amount due after any trade dlscount
offered. Prepayments are valued at the amount prepaid net of any trade discounts due. Accrued
Income and tax recoverable Is Induded at the best estlmate of the amounts recelvable at the
balance sheet date.
Credltor5
Credltors are recognlsed where the charity has a present obllgatlon re5ultlng from a past event that
wlll probably result In the transfer of funds to a th5rd party and the amount due to settle the
obllgatSon ¢an be measured or estlmated rellably. Creditors are normally recognlsed at thelr
settlement amount after allowSn8 for any trade dlscounts due.
Fund Accountlng
UNRESTRICTED FUNDS
Property Reserve Fund
The Property Reserve Fund Is held to proiride Income for the charlty so that the capital and Its Income
cover the cost of malntenantr, ￿fUrbI5hrnent and the runnlng costs of the Charlty.
RESTRICTED FUNDS
Extraordnary Repalrs Resevie Fund
The Extraordlnary Repalrs Reserve Fund Is a fund Set up a5 Port of the Charltws scheme dated 14th
December 1979, as amended on 27th October 1992. The trustees have not needed to top up this fund
In recent years, but, as stated In the scheme, It Is at the dlscretion of the trustee's to draw on It for
the purposes of "providin8 for the extraordlnary repalr, Improvement or rebulldlng of the almshou5e5
belonging to the Charlty,.
Endowment Fund
The Endowment Fund is the permanent endowment of the Charity and the capitsl cannot be spent.
The fund wa5 established upon foundation of the charlty In 1864 and prO￿deS an Income to the
charlty.
Organ Repalrs
The organ repairs fund was a temporary ￿5t￿l¢ted fund for the restoration of the clwrch organ.
Thurlble
The Thurlble fund wa5 a temporary re5tflrted fund for the donatlon re￿IVed to repla￿ the churth
thurlble. The new thurible was purchased in the prior year.
li

8eauchamp Communlty at Ne￿and
Note5 to the Flnanclal Statements- eontlnued
Forthe Year Ended 31st December 2024
DONATIONS AND IEGAaE5
Unrestrthd
Fut￿5
2024
Resblcted
Fund5
2024
Restated
2023
2024
Church Collectlons
Church Donatlons
Donatlons
Fundralslng Events
Gift Aid
3,619
4,596
1,477
1,675
1,316
12,683
3,619
4,596
1,477
1,675
1,316
12,683
3,843
4,134
230
2,725
1,618
12,550
There wa5 no restrirted Income receSved In 2024 or 2023.
Restated
2023
INVESTh+lENT INCOME
2024
Intome from Securitles
Deposlr Account Interest
61,109
561
61,670
64,632
1,134
65,766
All Investment Income in the current and prevlous year relate to unrestrltted funds.
Réstated
2023
OTHER INCOME
2024
church Fees
Sundry Income
137
137
2.855
All othef ir￿orne In ￿th the current and pre￿ouS year relate to unrestricted funds.
12

Beauchamp Communlty at Newland
Notes to the Flnancial statements - contlnued
For the Year Ended 31st December 2024
RAISING FUNDS
Uhrestrkted
Funds
Endowment
FutKI
2024
Restricted Funds
Tot31FuThls
2024
2024
2024
Investment Management Costs
F￿eIgft Tax
Portfollo management
52
1,722
1,774
136
4,786
4.922
3,064
3,148
Ralslng Funds- Prlor Year Restated
Investment Management Costs
Foreign Tax
P￿10110 management
2023
2023
2023
2023
77
47
4,767
4,814
124
11,444
11,568
6,754
TRUSTEES, REMUNERATION AND BENEFITS
There were no trustees, remuneratlon or other beneflts for the year ended 31 December 2024 nor for
the year ended 31 December 2023.
Trustees, expertses
The followlng expense5 Incurred In connection wlth charltaEJle activitles were ￿1mbur$ed to I trustee.
The relmbursement In 2024 related to a leavlnff Rlft for I trustee.
Restated
2023
2024
Expenses
95
13

Beauchamp Ctmnmunlty at Newland
Notes to the Flnandal Statements- contIM￿d
For the Year Ended 31st DeCem￿r 2024
Restated
2023
STAFF COSTS
2024
Salarles
Penslon5
Total Staff Costs
28,870
400
29,270
15,815
iio
The average number of empioyees Sn the year was 212023- 2)
No employees recelved employee benefit5 of more than £60,￿0.
Included In 2024 salarles are severance ￿vrne￿ts totslllng £7,711
Accornmodation Is provlded free of charge to the Chaplaln, Warden and Dewty Wardens and, at a
redU￿d rate, to the Sacristans. The values below were Included In both Income and Expenditure of
provlding Almshouse Accommodatlon:
Restated
2Q23
2024
Staff Accommodatlon
18,420
All stsff costs in trJ)th the current and prevlous year relate to unrestricted fund5.
14

Beauchamp Communlty at Newland
Notes to the Flnanclal 5tatemenis - C￿tInued
Ffx the Year Ended 31st December 2024
8 COMPARATIVES FOR THE STATEMEMf OF FINANaAL AcfiviTIES
Restated
2023
Unrestrlcted
Funds
Restrirted
Funds
Endowment
Fund
Totsl Funds
Nc445
INCOME AND ENDOWMENTS FROM
Donatlons and Le8acles
12,550
12.550
Charftable Actlv5tles
Provtdlng almshouse
accommodatlon
Investment Income
other Income
Total
230,884
65,766
2,935
312,135
230,884
65,766
2,935
312,135
EXPENOITURE ON
Rolslng tunds
6,754
4,814
11,568
Charltable Artlvltles
Proindlng almshouse
accommodation
345.184
4,846
350,030
Totsl
351,938
4,846
4,814
361,598
Net gains / Ilossesl on
Investments
114,646
42,314
49,181
206,141
NET INCOME
74,843
37,468
44,367
156,678
Transfers betwaen funds
(5,95SI
3,109
Net Movement In funds
68,888
40,314
47,476
156,678
RECONCILIATION OF FUNDS
Total funds Brought forward
1,513,735
324,IZ2
936,506
2,774,363
Total funds tarrled forward
1,582,623
364,436
983,982
2 931,041
The comparatlves are that of the prevlous unlncorporated assoclatlon of the same name Ino. 10157941, the
actlvlty of whlch was trasfered to the 00 In Aprll 2024.
15

8eauchamp Communlty at Newland
Notes to the Flnanclèl Ststements- contlnued
For the Year Ended 31st December 2024
TANGIBIE FIXED ASSETS
FreelK+ld
Property
Long
Lease￿Id
Totals
COST
At 1st Jantsary 2024
NET BOOK VALUE
At 31st December 2024
At 31st Deternber 2023 Restated
It is ¢thfflcult and costlyto attrlbute cost or value to the inalienable and historlc a55ets. These assets
are therefore excluded from the balan￿ as:
al Rellable cost informatlon Is not avallable and conventional valuatlon approaches lack sufflclent
reliability,. and
bl significant costs would be Involved whlch may be onerous compared wlth the addltlonal beneflt
derlved by users of the accounts in assessing the trustee5 Stew3rdshlp of the assets.
10 FIXED ASSET INVESTMENTS
Listed
Investments
Cash
Deposits
Totals
MARKET VALUE
At 1st january 2024
Addltions
Disposals
Revaluatlons
2,849,771
2,604,437
11,453,108)
990,057
13,568
2,863,339
2,604,437
113,5681 11,466,676)
1990,0571
At 31st December 2024
3 011043
3 011043
NET BOOK VALUE
At 31st December 2024
3,011,043
3,011,043
At 31st December 2023 Restated
2,849,771
13,568
2,863,339
Tre total flxed asset Investments relateto unrestrlcted lunds of£l.589,85312023-£1,513,733), restrlcted
fundsofE382,97512023. £364,436) and endowment funds of£l,038,21512023- £985,1701
11 DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Restated
2023
2024
Income from SecurFtles
Glft Ald aalm
Prepayments
Contrtbutlons In arrears
12,989
1,618
6,379
1,313
9.499
342
11.154
20,986
All debtors In both the current and prevlou5 year relate to unrestrlcted funds.
16

BeaL¢champ c￿n￿￿nIty at Newland
Notes to the Flnanclal Statements- contlnued
Forthe Year Ended 31st December 2024
12 CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Unrestrl¢ted Funds
2024
Restrlcted Funds
2024
Endowment Fund
2024
Tot* Funds
2024
Trade Credltors
Other Creditors
10,564
936
10.564
936
11,500
11.500
Credltors: Prior Year
2023
2023
2023
2023
Trade c￿dItorS
Other Creditors
19,299
2,658
21,957
19,299
3,846
23,145
1,188
13 MOVEMENT IN FUND5
At
01.01.24
Net Movement
In funds
Transfers
between Funds
At
31.12.24
Unrestrlrted Fund5
General Fund
Property ReseNe Fund
70,S82
1,512,041
1,582,623
{ii,oioi
79,881
68,871
11,6961
12,0691
13,765)
57,876
1,589 853
1,647,729
Restrlcted Fund5
Extraordlrlary Rep. Res. Fund
Organ Repalrs
Thurlble
364,436
18.539
382,975
364,436
18,539
382,975
Endowment Funds
Endowment Fund
TOTAL FUNDS
983,982
2 931,041
50,468
137,878
3,765
1,038,215
3,068,919
£3,765 was transferred from Un￿strIcted funds to the endowment fund to cover the shortfalls In the fund
actlvrtie5,
Net movement Infunds. Included in the ubove are asfollows..
Incomlng
Resources
resources
expended
Galns and
105ses
Movement
In fund5
Unrestrlcted Funds
General Fund
Property ReseNe Fund
327,639
1338,6491
{ii,oio}
79,881
68,871
79,881
79,881
327,639
1338,6491
Restrlcted Funds
Extraordlnary Rep. Res. Fund
Organ Repalrs
Thurible
18,539
18,539
18.539
18,S39
Endowment Fun(k
Éndowment Fund
TOTAL FUNDS
1,774
1340 423
52,242
150,662
50,468
137,878
327,639
17

8eauchamp CommunEty at Newland
Notes to the Financl41 Slatements- contlnued
FrK the Year Ended 315t December 2024
14 MOvE￿NT IN FUNDS PRIOR YEAR- RESTATED
At
01.01.23
Net Movement In
funds
Transfers
between Funds
At
31.12.23
Unrestrlcted Fund$
General Fund
Property ReseNe Fund
112,466
1,401,269
1,513,735
139,B031
114,646
74,843
12.0811
3,874
15.9551
70,582
1,512,041
1,582,623
Restrlcted Funds
Ext, Repalrs Res. Funds
OrBan Repalrs
Thurlble
322,122
42.314
12,8461
12,000
37,468
364,436
2,846
2,000
324,122
2,846
354,436
Endowment Funds
Endowment Fund
TOTAL FUNDS
936,506
2,774,363
44,367
156,678
3,109
983,982
2.931,041
£3,109 was transferred Irom unrestrlcled funds lo Ihe endowmenl fund and £2,846 to th8 Organ
Repairs fund lo cover Ihg shortfalls in the fund acllvilies.
Net rrovement In funds, Included In the above a￿ as follow5,'
Incomlng
resources
Resources
expended
Gains and
105ses
Movement
In funds
Unrestrlrted Fun
General Fund
Property Reserve Fund
312.135
1351,9381
139.8031
114,646
74,843
114,646
114,646
312,135
1351,9381
Restrlcted F￿d$
Ext. Repairs Res, Funds
Organ Repalrs
Thurlble
42.314
42,314
12,8461
2,000
37,468
12,8461
2,CODI
14,8461
42,314
Endowment Funds
Endowment Fund
TOTAL FUNDS
14,8141
1361,598
49,181
206,141
44,367
156,678
312,135
The comparatlves are that of the prevlous unlncorporated assoclatlon of the same name Ino. 10157941, the
activtty of whlch wa5 transferred to the CIO In April 2024.
18

Beauchamp Communlty at Newland
Notès to the Flnandal Statements - ccrtlnued
For fv Year Ended 31st December 2024
15 RELATED PARTYTRANSACTIONS
The followlNg transactions took place with M5. P Hughes, a slbllng of Mr. P Hughes Itrusteel
Restated
2023
2024
Rent Contrlbutlon- Walved in1Seu of Warden seNl¢es
Warden Servlce Fee5
io aaudransle Expenses
Expenses - IKitchen/offlce admln sundrlesl
4,476
1,625
329
76Q
7,190
4,188
750
635
5,573
There were no outstandlng balances wlth Ms. P Hughes at elther 31st De￿mber 2024 or 2023
I trustee clalmed expenses of £389 for the purchase of a leaving glft for l trustee12023: 1
trustee clalmed E95 for the purchase of the Warden leaving glftl
The Trustees ￿giStered a CIO with the same name In July 2020, transfer date of all assets and
Income and expenditure attl￿ty to the ao was 1st Aprll 2024. The old charlty was ￿gIStered
wlth the number 1015794 wlth the Charlty Commisslon of England and Wales and closed by
the Comm issSon )n 22nd Aprll 2024.
19

Beauthamp CoMm￿lty at Newland
Detalled Statement of Fln)ncial Actlvttles
Forthe Year Ended 31st Detember 2024
Restated
2023
Total Funds
2024
Total Funds
INCOME AND ENDOWMENTS
Donatlons and LegacSes
Church Collections
Donations
Glft Ald
Church Donations
Fundraislng Events
3,619
1,477
1,316
4,596
1,675
12,683
3,843
230
1,618
4,134
2,725
12,550
Investment Income
Income from Securltles
Deposlt account Interest
61,109
561
61,670
64,632
65,766
Charftable acilvltles
Rent ContrSbutlons from residents
Utlllty Contrlbutions from resldents
Other resident5 cofbtrlbutions
241,566
7,140
4,443
253,149
222,063
8,106
715
230,884
Other Income
Church fees
Sundry Income
Totsl Incomlng resowces
80
2,855
311135
137
327,639
EXPENDrruRE
Other tradln8 a¢tlvliles
Fundraislng tosts
r*)natlons
Investment management wsts
Portfolio management
4,922
4,922
11,568
11,568
C￿rItable acllvltles
Salarle5 and warden fees
Staff Accommodatlon
Rates and water
Insurance
Carrledforward
29,270
18.420
9,958
15,925
17,481
12,274
11,851
57.531
70,364
foimp•rt ¢4theststylOiV fiNnda14e¢w*s
20

Beau¢hamp Communlty at Newland
Detalled Statement of Flnanclal Actlvltles- contlnued
For the Year Ended 315t December 2024
Restated
2023
Total Funds
2024
Totsl Funds
Notes
Broughtforward
70,364
57,551
Llght and he¥t
Telephone
Postage and Statlonery
Advertlsing
Sundrfes
Repairs and Refurblshments
Groundwork
Reslijents and ￿SItOrS welfare
Cleanlng
Alarm System
Funeral and weddlng fees
Church supplles
aergy honorarium
Organlst and organ tunlng
Church Insurance
Church light and heat
Church repalr5
ChuKh sundries and vestments
Church cleanlr
Bank charges
53,929
2,071
687
48,059
2,282
765
I,ois
2,459
138,036
17,878
3,445
6,338
1,770
3,683
129,721
18,840
2,360
6,356
3,042
1,941
2.825
3,208
7,915
11,025
4,576
7,406
1,560
30
194
318,320
4,390
11,348
6,347
4,848
1,347
95
321,669
Support costs
Governance costs
Independent examination fee
Accountancy and Legal Fees
SuNeys and Assessments
9(K)
11,699
1,233
13,832
30,810
31,710
Total resources expended
340,423
361,598
Net {expendlturel I Income before gains and1¢55es
112,7841
149,4631
Reallsed recognlsed galns and105ses
Reallsed gain Ilossl on f ixed asset Investments
1.140,719
(6.4201
Net Inc(*nÈ
1,127,935
155,8831
Th1$ wE•dcesnDL formpart ¢fthE stot￿OI¥ InRndal a(tr#Jrt5
21