REGI￿ERED CHARrrY liLMR£k. 1194243
OF
E IIlL,￿E
Chart¢￿1 AccountsnL4 and Swuw Awlrlor
1 & 2 ￿t￿la Village
Torwwj
We#wYMMI Busin￿ PgJ*
Covtnty
We# MidlaThls
CV4 8HX

NAN
Report of the
to 10
11 to 13
14
15
Iyotu to the Mn**d•l S¢•t¢u
16 to 25
26 to 27

OFThE
R THE
H 21115
The tnJ#ees present th¢fftr report with tr¢ finaDci21 of the clwity the Y￿ ended 31 March 2025. The
atolicablc to charities preparin8 their ID the FinuKial R4wxtiD8 Standard a￿lle&b]e in the
UK and Rwlic of Ireland IFRS 102) (effeaive l January 2019
Obltttlve¥ 8•d alll
The obje&ts of the CIO Irv. for the benefftof the ia the uca of t**fit.'
(a) (i) The wovtsion aryi of a site frr the Sdwl (withltt the of the FAtuc4tion A￿s> ID or near
Berk8￿*11. Wesl ￿￿land&.
(11> Th¢ advancern¢M of of Fy)il3 in the princtples of CThureh of England (iwluding S{Ki￿ physicai
trajm￿) thr(wh the [￿0vIsion of items servi¢w fxilitses aThl wial benefits of any ktnd not r￿ul￿j to ￿ provideit
by the Autlxirity for bcncfit of tr* its pupi
Ib) Tr reliefof ￿verty atrMJngth¢ inFAbitwus of the area of by the wis&on of &xial HLwsin8 in the
IclTo further the r¢li81o￿ other chaTi•bl¢ of the of En8lard in the ￿rish by mwNainin$ and
repoiring th¢ fahric thl wit¢nts of the Parith Chtrch of Be￿1.
(djs￿ ctsdwltyble pw¥J b*¥fitofthe InlYJ)iknofd% as th¢ think fiL

Slgnffiuut •etfvitits
The TnLse¢s ofBeknvell Chariti¢J h￿4 in li￿ at all iinw in the intrrvts ofthe Charity.
)usin
'Ih Charitys re8iSturd numberwith the ReBui8torof &Kial Housing 1$ 5189.
Ti Is e*8blishcd underthe FYLIYi5È0ns of the Ho￿1￿8 ¥ThJ Reg¢neTati(th Act (HRA) 2(M.
Th¢ Nmber of units of s￿1￿1 IK4tsiti8 oTh1 by tk cjwity at oNt of the yw
follows.'-
AimshLN]ye accommodation ryovided a4 of 1st A￿11 2024- 14
A]nLthou% provided as of 31yt Marth 2￿5.14
Ajwgknwe Prnp¢rtles
The Chariiy's A1rnslK￿ wpcrtiu in nthhE¢r, ¢i8hi of are sthmted in Church kne, Be￿1]
whilst the r¢maiJung six are in CTomThrll la￿ Burton Green. Tr AtmslM)ws hwe be￿ coniinuowly occupÉcd
thmu8hout the a￿￿Ning pertod *ve for one void frtMD 7 April 2024 w 8 Mty 2024. iknyn¥ ￿1¢h the prop¢ty w&9
LYti8ed and a ruident 4p)int¢&
tothl wrekiy mwin[￿ c(mrtTib￿ meiv¢d w89 £103,351 fvel dw8e of£8.159.
Thts ¢os¢ of re￿I[S ty ￿MS￿li￿¢ U5,737. 8 dekYra* of £16.017 pwd 31 March
2024.
other PYoptrtk4
In 2023 w¢rr U￿tert￿ in res￿1 priva* rrJidenrial WKI Commttei￿ wottrties. An incr￿llen￿l r¢ni
review￿5 wmplaesj during￿ a￿(￿Ning period. No r¢view in thc yeor •Aling 31 Mareh
2025. The 2023 rent revltws on &tMx> year review.
A vold h8S existed at one of th¢ pri¥ate rttid¢mid woputi¢s slnce l Feiyuwy 2024. The &eision *as taken by the
Tru￿tc￿ to s¢ll th• rx(wty on the cgen with tl¢ being rcinve*>J in th¢ Almth)w Proj¢ct Fund. A
S￿¢. Subject to contsxcL a8re¢d a¥ ¥131 Marrh 2025. In PAldilio￿ Vill4e Skn le￿ [￿re1t¢d by the
tajant on ihc 15th of May 2024. It w&$ UMCC￿led wil 19 D¥c<Thbtt 2024. Thc total costs i￿UrTed resulung fTum the
void ￿ rnee¢ th¢ utillty btlls SAI t44irJ to the tr￿1￿1n8 £7.05& Sw1)s to the Ch•Tity for electricTty
d insurETKC prerniwn tot8J aio3.
Tot81 Sneome from th¢ in¥￿1￿ £59,m * 31 *)25. In thB at 31 Mardh 2024 the
ome £7&831.
The cost of rcpwrs to the Fanty laTrJ Inve*1￿ woperti¢s ￿tre £S721( an i￿¢￿ of £17,139 the pcrSod
lin131 M￿ch 2024.
V&luatlDu ofthe Flxed Awts
The Trust¢¢s ob*incd a y￿V￿10￿ of 411 of tr¢ prop¢ts and in Marth 2025. Tr fDlr y4￿C of inv¢ytmeTrf
pwperties at i April 2024 w&8 £3,432,WlS. Th¢ thion5 miewtd in m￿dt 2025 a rtci reW￿u￿10n
incre￿ of£W2.010. As at 31 Mlrth 2025 the ttdlxxjk of the investszth WOF*rtie5 £4,314,915.
ExpeDtlllur*
The 'fr￿￿tee3 ¥%ill ￿ttin￿ to W 8NI mairrtain 4U propeth w A ￿lIcal As will be de1trnltr￿d by the
Trustw sufficieni futth wll k inve#oJ designa￿ for this purp￿¢. En April 2024 th Regul*or of Sori81 Howing
introduced sI&llfi￿lI to the way ￿•41 laTrJlLYd$ MtFE rcguJatr4. Under the kniai How4ng (Regul￿10n} Act

Alongside the Rent Standart the ¢yJttomeg of ￿ GOVttm￿ Vlability SI￿ aThl val￿ Mor¢y
tlkgoverned housin8 sector able to deliyer q￿Try homes semces for ¢urrEm and futswe oc¢upant5. The
aware ofthe [￿&￿11a1 implicallons of tr¢ E4w Effi¢irw Re8￿￿10￿￿ Bill , {k￿ing on the uhimth impact
undertak¢n to minimise erni￿1￿. It 15 pl0F￿1 that any mv almstr￿￿e PTOEffiies buiti will adopr many
initiallves yuch ￿the inclusion of solar and airsJurc¢ ￿.
Almghoryw Prnleet FDJ
The Alm5houye Projc¢t Futhd esthblithd in li￿ wih the Jti*8i¢ objeL*tvu ofts Tru4e¢s in Awil 2021. Tr
speeifi¢ pwpose of the fiThJ u to develop Th AIms1M￿ ￿thin Parith aTMI pmvidc athlitional ￿ciat housing for
those in need withtn the 9￿0[ bcnefit in lirt with th¢ ChariiY$ Objects. Tr¢ f￿d cwr¢DIIy stst¥l% w £875.523.
All necesswy steps wv¢ tsken by th¢ TnLq*ey io I￿1 JM8iSt on80iJ* foreca￿5￿8 atKI b￿lBe17ry
LX)nGernin8 the Charty's ￿nrrni etth*Thent pr(yuti¢S W I*￿Te tr m&%irntw>on ol inLa)m¢ from t￿ invtslm¢ni
Publlc b¢ffj¢fit
The Chariti￿, repd to th awity C(rniysi(ffl's pJbl¥c beKfit guldthc¢ kn exercislng 4ny rxiwen or
dwies ￿ wlu¢h the 8uidance is rEkv4nL
re pl•N•
UbJ￿ilY¢S for th¢ shor¢ rnediU￿ et¥J lo￿ tr4m idalifi￿ followin8 8 &thiled and Styategy mcaing.
R¢sultin8 from thi4 ￿ Tntsttes revi¢w xop¢ of the Strw of thE.Inw￿l meetings this serv¢s to
Skort Ttrm
Durini the coming year. charjty will <(￿tinUe to fwthw #U the thtiritabk objeLts and will cr*rtinue to &ryss and
idcntify all tr1tre￿iYed a&R¢ts, ￿￿ther rKorrfy (ff l*Ki. Th¢ will strtve within limits of their inc(4nc to DKet
)eriy pr¢%ntsd tEqU¢NS fWdoD￿iorn I￿alvI￿￿1& c￿￿￿1[￿}5 all￿￿ with thè Obi￿ts ofthe ChHrity.
The Charity Hryll continue to wive tOM•rd o¢h1cvi￿ the StrAW e5thblW in 2021 to bjild dm9houw wtthiti
the ar¢a of boncfit for th¢ communiry.
The Chority wrll continue to monitor ts financial Triability of the InV¢Ane￿ propcrticg 8fven thc ￿￿lfI¢l￿ cost of
Y¢pair5 and maintetrw*e. lu8h F¢cmlums C￿nr*I￿j to thE b*ome recti￿1¢. The introdu¢tiott of
prrposed le8iJlation for th¢ priYa* pox8 a tlrnrKial rigk ts tk Tnllt¢e5 are ac*ly awtte of.
M¢dlum Term
To ¢ontinu¢' to seek opwrtwLl￿eS fv rTh ifteome slrr4nL8 to t￿￿re & needs of all the benefi¢iaric5 are met to
cnabl¢ fvnd5 tLTr be Jet aside to provide mv A]nk1PM)￿ wtthin the PArish of B¢rks¥ty*ll for the benefit ofthoge in need
itrdn the Parish YJrro￿￿rTrB rn SIKwJld the Charity be with thc Almth￿ pYoje¢L the
Tnkyte&% shall iJDm￿l￿1tIY revi¢wthe of th¢ fim& inve*41.
L￿1 T•rm
To build addition￿ Almshowe propwtics irt need within th¢ ￿1$h of BukswEII thr g￿r0￿￿kn8 area
meet the Chmritsble objects ￿ reli¢ve povty in the arw of baxfii. To seek to deve]op r￿ Kevenu¢ *re•ms to
tinue to mcet the Charttys obliwions to exiAitig P)*ntI￿ future berKficiarie&

BE
LCHA
RTOF
USTE
FOR THE YEAR ENDED 31 MAR
ACIIIEVEMENI. AND PERFORMANCE
Cbtttxblt 8Cti
DoJwtlonJ mxdt fro￿ April 2024 1•31¥t M*rth 202*-
BÈrkmell Chur¢h of Emgland Alded Srhwl
Duringthe a¢C(Xm￿ wio(i the following pxid to the xknl.
The Arthur James Be4uesi 01£601.89 w&s ￿ld ￿ the bt plxcd In￿ a fund in with
tenn& ofthe bequ&* to wist pupils ￿ ot1vw￿¢ be ablew alleThl elknoi0n￿ vi5ity ¢ithr ruidential or day.
Othcr DoDatlon$ to Btrkswell C ofE Prlm•ry S¢hool
The I r￿e$ to mak¢ th¢ followin8 don&ions iti of repair5 Hnd rnaintrnanee to the 5d)ool ￿lI￿1n65.
Donations were of:
Year 6 leavers biblc.. £424.10
C¢mTnunity c.hristmas Luncth.. £400
Rep4irs io 8chool J.4s¢ia5: £678
'roiletrepairs'. £1,785.62
RcpaiT5 to reaT £1,3
D¢wralion aThJ finish front ofscknol buiM1￿.. £4943
Dr￿nAge repgirs.. £4,320
Rcar w811 WtsTk5 5vrrounJin¥ the play8nJur¥l.. £6,680
StruLiurnl FngineeT5 ongoing m￿l¢￿n8 of Fs1￿yFS. £1.080
R¢M¢dI￿ Work to l.'SII EYFS buildin8 at Ilerks￿lI
C of E Prim￿ 8ehool. contrit*￿¥0￿ from Cov¢4try
I)i(￿e Bo4T(l of Education.. {U7.0(Kll
Slru¢turnl enginLK'rin8 servi¢es.' £I,￿K)
Surveyors plattning applicDtion fees.. £1,534.76
Planning ftt.. £363
Surveyor¥ C¢Ms Buildi￿ Regulwion Applie￿70n. £120280
.1 opQBrnphic￿ Surveys.. £1,518
Provision of ALro Sur4Ains.' £88
Pre con1r￿1 Qothntity 8urveyin8 and Post Contract 4dministr#¢ion.' £4.841.04
Buildin8 (.'ortlractors Co￿.. £25,W.91
SInJctur￿ Engineets Build C¢TrsL8.' £1,278
'I'otsl donal1￿￿ to the thl durillKtht &cO￿ting Wi￿1. L73. 6&1.12
FID#oclal knlst•nce tD Beuelkl•rle• Ill iht Art• Qf
Donaiiom to the n*, dwing the year. to £5.67180.
DonMtloDs to oth¢rOryDls*tlo
Ilerk5well SuLiLty. £500
Central Schools T￿L￿r Va Brt15all Cotwnon Primary Soknl, £1.865
HS2 R¢spit¢ L￿)n￿lI￿￿ Cr[m￿lI £9,443.87
Nottc of the 8rllnts' rtcipithts aTr rclated P￿1¢&

The prime focus of th¢ iDveA￿ gtra*gy is w provid¢ witsl ￿ with cxctllew 1tywidity￿d a contwitiveyield.
Thc inv¢*n￿LI produ¢¢d an inLwie of £120J36 4Jry th¢ alr0￿1ng tnr¥ea8r 0￿r the £119,274 in
the previous a¢￿￿tIllg y¢or.
The price per i[￿rne unti dedared ￿ 31 March 2025 120 rRuc¢ ptr unit cOM￿rd to the divide￿1 dttJaMJ on 28
March 2024 of 2.19 pence ptr ￿lti compAYtd 2.12 p thlard the 31st of Martb 2023. IletL¢e a totsl of 8.68
ppu itt 2(ll314 eornwed ￿ adividend of &79 in 202415.
The interest qu*ttTty i1rt¢￿I h&8 been O.S% than the equivalert in ￿14.
F￿d compAf*or tho la# moth hi￿ of 4.05 to the IJ# ¢Wer rtgure of millus 3.29. Tlw¢ has
of 1.13. ExtetDat faaorsattnlMrt•J ￿ the tILxaWith
lth the UK, prfftce {CPI) infioiioD from Z5% in Dec¢mber 2024 to 3.4￿ in 2025 2.8% '
Febrw. The Bank of Eng[8￿1 {BoF.) 4>Jt inwes rntts onc4 4.75% ￿ 4.5% in Febru￿, but rni*d its infiaiion
fore¢&* to 3.7% by the third quarter of 2025.
Secondly. yome of Pr%8i&rt 'lrwnps rolicits ITi88eTEd SI￿1￿1 uncutsinty. Tr f•JmInis￿1(ffl's deeislons
partiLUtllrty on Witt4 h&v¢ ]m￿ed th¢ inve*m¢rt m¥k¢L
Oth¢rlMe•n
Government CoMtr*tts
th]ring the fA&*untin8 period tr Cl￿rity dld corlrats frwrt CaMTal Qovenknern ora IA)ral Autknity.
Cov¢rnmellt GrAnts
The ajarlty did rff¢ive any Uni*d Kir4dThn in the ItwKlal p¢¥io
Tndlng Suhhllariel
Th¢ Chority does w have ony trth4iD4 thidillEit
Oth¢rGramts
The Charity did not rtteive w (rflKr8rJM&
FtNANCIAL REVIEW
Fln8ntknl poJhlD
The Ch*rity's fimd5 stsKxl bt £12,077.793 Oft 31st March 2025. £8,365.922 h¢ld in urrestrithl fulm￿ £75,444 in
Festri¢ted fitNL8 and £3.63A427 in e￿o7￿1￿C￿l
PfflMclpAI Jo•rcts

TrusrE
FINANCIAL REVIEW
pollty and objetlfvtt
The Chdrity's inves¢tnatt objeas are w prot￿ in so far &$ is re&%Mwbl< with the avoidanct Of unth risk, the val
of the capital and in¢ome of the Portfolio. after a[lowd￿ for Intlatio￿ Tnr4w aLw w5h to oFKalli IlivmifKation of
inve8m￿nts administrativ¢ advants8u fr(Th inK%thieni through thE LY)IF FAhiLxI F￿th.
Truste¢$' de¢i5ion to movc thc fluth Lduol FuThls is ¢vid¢n¢e of tl*Ér on80inE An of other
the markeL
Rts¢rv*s poury
'I'hc'lrus¢tts ¢onsider that the inc4)me rtseThe hekl in thc Unrt8trict¢d Income F￿d of UOO.IJ(KJ is sufficieni 10 cthyjre
thc ongoing vi8bility of thc Charity. 'I'he l¢v¢l is rcviewtd atwlly. T1￿ lunds are periodicttily 2nv¢5ted in
tht Charity Official Inyth￿l Trw- FAh]￿ units si￿¢ the 2ThJ of Jyly 2021. A micw ofthe inv¢sthwtts tak¢5
placc regularly.

PORTOF THE TRU.
SUMMARY AND oUTL￿K
expended wit1x>￿ in roany itLtyKes ts tw]gible r¢sults beiD8 immtiJia*ty evident
On a p￿I￿ve wte the &¥ets of the (Iwrity ¢xce•kd £12millI￿ the first rune al￿ ¢(Athl rcxh £20million by 2030.
The arrivaj ofthe TrutDp tr¢siW on 20th Janw 2025 has Itrrfown a into the *￿Tk$ ofmllny finDnci
iTh¥titutions aNJ it is POS5ibk that tk ￿l¥lainty will (or gxne tillk although mats their inÈtS81
downDJrn have waduaily rrtym1￿ to thcir previows le￿LS. '11* revalu￿10ll of the woperties after %*me six years
much la*r h*8 barely Change
The Ch￿L￿S i]￿¢ hps al￿ ramirted t1￿ yrnall growh in irmtse sn)all Incrnse in WMC
nd a ffduction in c￿me￿i01 r¢rtsdue to vold& Ineorne W)￿tiallY trcble overts to 2030 as muth of
the pr¢parniion Comes ts fruiiiorL
Muth preprntory WY)Tk h&s gone Into th¢ plannin8 application to build moff Almshow￿ wllith is to ￿ considered.
Should oth¢r planoin8 applic￿1￿$ eoneernin8 the Lharity's laThJ in wogress rmv¢ ty be ￿ there could Ft
considerable traw8formwion of eximing Charity. The rwlwion a claim fly injwi0￿5 offeL%iotb again51 HS2 is clos¢
which will end to a cmmenced as far bxk Js 2013. A Ith18 for the Village StLKe4 now
known ￿ TheNook is in the pip¢li
Vltsl work Èo on¢ of thc t￿lIdi￿of Berks¥￿1 L of E Pruw Sd￿1 ¢IXn￿et¢d pj￿ thm&ior rtpwr* at th¢
s¢h￿l uThJertake
The Tru*es have r￿ell xvernl chollenges th¢y¢ar. Tr forfcitwc ofthe lew of S¢orc & Stovc, lthc (orner
Vi1188¢ Strtts}, ￿[ch led its a lengthy void thot direaly imp&ied the collxmunity. Whilst the prnvi3ion of the shop (kne&
)( fall within the C.hariii¢s obje&X5,' li bcen a priva* tsrterpw, 1¢ Aill seryed u i p￿t for social
inwaaion. tn &c¢ordw￿ with tr Tn￿¢¢9 Medi￿1￿0￿ kn xratw to dispo￿ of the privately ren*1 ir]ve¥tin¢ni
properti¢& 4 deci¥ion mpAe to sell Grov¢ CW. A sak had been ￿ wbjea at year end.
The role of the Carr Officer hu be ao ex¢￿k￿ wirnmern lTr* sup￿¥1 wovi(kYl residents
¢4MOt be (P￿tir￿d. Mw¢ re¢enily, the hve thinistr￿l¥t wNJrAt ￿ the Clthk givcn th¢ incrwin8
vrkload resulting fiDm th¢ almst¥Ju%e proie¢L
The Charity'g WL'b8ite w&8 &*&bliylx4' the Tnmtres rtcoBnisin8 the need to ¢(KrunuThic* the Charitys artivttics w th¢
wid¢r ￿MMunity ll￿1 invite comment r¢kv8rtt. Thc Charity ￿lIE* the wtb5itc to advertis¢ Ahnshouje aTxI
Applic￿10rL8 fo￿￿ for all these rok4 W reqwL5 and the publi(¥Lion of d(¢ull¢nts rtyuÈr￿I by th¢ Housin8
OMb￿l$man has ￿lsted in streamlÉnir* the Tntstrel WhiLq we do T￿1 dIr￿Y u5¢ ￿la1 media Trukn w¢
Illn8 ond able to share Inform*1(￿ in thi3 *tii¢h IKert p*ticuJady beneficial in &UT&tin8 rRw rtsidents.
Ibe appotnlmeryt of a new Cb&ir 8(tt smorrthly artyl A r*wty in￿8(￿1￿ Bwd T￿11 n¢w Tnrt with key
skills, being apwmtrted lat￿ In the y¢ar, Clwity is ￿11 forth¢ ¢lJallcnpthat lie &he&J.
Trustees we mindfijj of the riskn that are ah¢sd espKI￿1Y With reR8rds to finAnCI￿ chttllenges thut lie ohead
with building rKW a]msh￿￿S arml the neel ￿ be mir¥Jfth that Oth￿ b￿¢fic]drIttS are in rxb aff￿d by thi& The
t of each xep.
The next fcw ycws i*ill be thg11•)w8 but wwld be extremety rutr*dlD& Mith th¢ po￿al to pmvlde affonjablc
Chari¢les s￿**i0th pJ#nnin&

r￿ANC￿ RE￿￿w
A tutal of nv¢lve Tn￿ Meetillgj plw 8Muai B￿%¢1 a￿1 Stsw wu¢ held dwiD8 the ￿COUnting
peri(￿. No sp¢¢iai mectings were
being advertiwl at year e￿L
aw Provisio￿ Ail decisions ¢akn have be<n in the Ix* int<t*of tk (*•ffiry.
STRUCTU￿ GOVERNANCE AND MANAGEMENT
Gov¢r•lDi doellm¢JJt
The Charity. in its current fonn Charitsble I1￿ (CIOA wL8 establi￿￿d by a coll￿1￿￿10n
ted 27th of Aprtl 2ff21.
Rttntltswnt and ap￿￿1￿¢￿t of
The b(Oy of TnLStceJ mwt cotwt of thAt14 Mr more than g apwinted rnL*eo i ¢x officio tnLStee' 4nd nDt I
th8n I more then 2 n(xnlnatrd trustee& The F￿￿otT￿l0 Tru*e shau t¢ The k￿lor ofst John Bap￿st thurrh. T
ParLKlu¥l Chwth Coywil (PCC) ofthe Parith of St John BakswEiI arvointstw￿NOrn1tsOtr￿ Thweu.
FAch appolnthient of a Cowoocd Tn&tt for a of yexs atsj by a rew1￿1￿ It a wopthy
ConVe￿d tneetin8 ofth¢
E•eh 8ppoittthxent of aNominthJ Tru*¢ mwi be l¢rn ofthree y¢•
The Ex4)ffJcio Tru*¢L shall lthm41ic4lly be a clwrity ¢nMe< for ￿ lon8 &8 Ir w the holth office. New 'l"n￿t￿5
aff re(￿LIlMi following the re￿￿￿￿OI￿lirernWts or retnoval of exiqiD8 Trustse&
The Truste¢s meet ￿ ttgular intem]s throu￿ the yetr rewdln8 &)wior4 policy*
strategic de¢iJions aTrJ exr*nditure5 on afty of the Clwitys prtyutie
Indurflon and trmlmlni *rutee•
New Tn￿le￿ are i[￿uC?3 w tr* in thetr re4YnibiliiI￿ th th¢ Chvity by the Cl&
All In&4le¢s 8lve time vulwthrily rettivr no benefits the cknrity. Any r￿1•1m￿ fmm the djthty
are set in the the firwKid Iatemcnt
Key
The Chorily ¢mploy% a Clefk on a b
A Pa#ornl Care officer ¢mploy*l on • 3df•loyd bJ5iS to r¢sidents md *rwrt&
No Employe¢ received trAai ¢mplo>7nent beKEts of£(A).¢MI or MOIE ID the finItKi￿ peri￿1
All ¢tthanccd DBS cenifi¢ths hav¢ Iwt (4Jthln
REFERENCE Af4D ADMIMsfRATIVE DETAIIS
Re￿ered Cb*rlty mllrnb¢r
1194243

EL
Prladpal *ddr
Stroma Broch
52 MeetinB House L
Covomry
CV7 7FX
Rev M Q Branon
Mrs J Edwards
C po￿11
B C4)ntK>r (victrchalrTnanl
A Yates {Chairn)an)
P Smith (rcsi￿*J 17.9.2024)
D Bell
N V LThilds
Mrs S M Walto
CJ F kn¢k (rrJigned 31.3.2025)
op
A Oldkn
Audltors
Annstron8s Acc￿￿tanCY
1 & 2 Mewitt Village
Tonv(*)d Close
Wes¢wx)od Bwir*sy Park
Coventty
Wesl Midlonds
CV4 8HX
Sollclto
Rothertwn & Co.
8 & 9.fhe (JAdrant
Coventy
CVI 2EG
Invegtment Advbers
CCLA Inves¢mcnt Mwig8anert L
S¢nator Flou
85 Qwen Vi¢ts)ria Stred
EC4V JL.T
STATEMENT OF TRUSTEES, RESPONSIBILITIES
opp11￿1¢ law United KitWomALYO￿ti￿ SI8Nl*th(Uni*d KiwliKD Crtm8tty Aci¢M¢d A¢Wunti￿ Ib¢ii¢e).

RTOF
E TrUSIEKS
STATEMENT OF TRU￿￿, RK4PONSIBiiJllEs. ¢•Dthiue41
The law applicable to chwities irt En8land Waw the Clwitics AL* 2011, L￿rity Repoffs}
Regulations 2008 aTKI th¢ pmisions ot the de¢d Miuirt% the tr￿*¢¢$ kn werAre fiJJ8JKiat statements for
finan¢iaJ year whKh give a true atml tair view of the stste of affars of the Charity aTrJ of the in¢orriw re￿￿¢¢$
applicarion of re￿ur￿4 inclLxiin8 in￿j￿e ¢x￿￿]Ivr4 of ts ¢haTity ptri￿. In pwAring tl*)s¢
select suitabl¢ a¢c(wffjting p)lici¢s and aNJly
observe the methods and prirtipl£4 in the CIMTity SORP,.
cthrtinuc in busines
the fiJwKi81 ofthe ¢b4Tity aThJ ￿ ethle c4Lwr¢ ststthlents Comply with th¢ Clwiiies
Act 2011, the CFArity (Ac¢(wJnts and Reports) Re￿la11￿ 20￿ aThJ the wovislorfj of the deed. They are also
resw¥Nible for sth8v8rfing the of thuity ar￿ for tsk1￿ rt&¥MJable S*ps for tt* pmfcntion 4nd
detection of hud and other iwiti
Apptovcd by orderof boud of tsutr5￿......-. . ............... ....-..... arpj on its behalf by:
A Yates. Tr
Pa8e 10

OF
EPE
rto
Ownion
Wc have audn¢>J the fir￿￿la[ Ststet￿ of Berkwll Clwitscs {the ch￿ty) forthe year endeif 31 Marth 2025 whirh
compris¢ the Stst¢mMt of I.]n￿cial A¢tiviiie& the Baiancc Sheet ar¥J to the fman¢1￿ slatLin¢n￿ i￿lUding a
sunllnary of signifiknqnt acc4WtJtt1￿ ￿1]¢1￿* Ihe finanGial rePNti￿ frnm￿rk that applted iD their plypar￿lQn
is 8ppli¢able taw and U]uted Kin8dom Accouniitig Sthrthrd3 OJnitrd Kingdom Crtrmlty Ac¢¢ptcd Accounting
Pra¢ticel.
In opÉniort the financial ststements".
8ive a true and fair view ot Ihe slate of the chariW$ affair5 at 31 Ma￿h 2025 aThJ of its inwmitig rewurt¢s thd
appliC￿l0￿ of resowces f(*the ycarthen i*derl'
. have bcen ptDp¢rly prep¥Ted in a¢¢ordthce with United Kingiiom Gurnlly Ac¢¢pted ACc￿nItti8 Practice,. 8nd
have bccn p￿par￿j in accord￿ with the requiru￿ ofthe Chariiies Act 2011.
Basts for
WL cunducted our audit ilt act￿d4[￿ wilh tnt¢ft)ationai SlaD(larts on AuditinE (UK) (ISAS (UKI) and applicable 14w.
(kn r¢swnsibilitses wmk'r those arc further de￿11￿￿1 in the A￿itOrS, Ay)orL8ibiliti¢5 for the audii of thc
fIr￿KIllI #atrments section of our re[￿TrrL We Inde￿￿￿￿1 ofth dwity in ￿)rd￿¢ wtth the ethi¢41 requiremen1$
thai are Tclcvant io our d￿j11 o( th¢ finaryci￿ statan(*ts in the UK. iiKILKting Ik l.'RCs Ethic￿ Stsndard. w)d we have
fiJifilled our other ethical respoThsibilitiu in arLOrdan￿ with requin7tLcn¢S. We ￿lIeVe thdt the a￿All evi¢Jw we
have obMin¢d is sufficient aThJ ar4)rry￿1￿1¢ w provid¢ a ￿%13 for w opinio
C.oM¢lusloos r¢l•¢lng tts ￿1￿% CQD¢¢rn
In auditing the fjnortci￿ thtement% we h8ve ¢¢￿ClUded the use orth¢ 8oin8 conMI basi5 of accountin8 in
the prepthrniiofi of lh¢ fuwJLial statem¢Dts is 8ppruprigt¢
ljased on the work have P￿r￿nn¢1 ¥¥t hfft ¥JaMificd any uncertaitstses r¢latin8 10 events or ￿ndItiO
, individually or ci>ll¢aivety, mdy C&St 8ibmificanl dou￿ Th) the chwiiy'¥ ability to ¢offlIn￿ 80in8 ¢oncern for
rKriod of at leam tWL'lvc fvrmn the fjnawial are autIm￿ for is
[￿r resFM)nsibilitie¥ und th¢ re4)Otbibiliti¢J of trwees with lt1p￿ w W)ill8 co1￿¢M art dwribed ui the r¢￿v￿1
5e¢tions vf this TtporL
The trusices aTL rl￿P￿￿1bIt for the other inforrDatlO￿ The otr*r infornwion comprises thc Intu￿￿tIon inclLthJ in i
Ann￿￿ Reiffj othcr than the fin8n¢iil 5W¢m¢nts ar#1 ourRqM ofthe Iwent A￿ltorS tF*rcon.
Our opinion on the fJn#n¢i4J Swerr￿ts ¢kns not cover oilxr infom)ation un4 ¢x¢¢pt to th¢ LMent ￿t￿r￿)$¢
explicitly 8ta*d in thjr re[￿ 40 noi exprns w)y fim of 4smtK* corKlusion
In connection with our audit of the fir￿1￿] #Htemo￿, our rLyibility 15 trb ￿ad the other iThfurnMtion and in doin8
$0, con8td¢r whcther th¢ other information is materially I￿￿1￿¢nI with the fmfincial st*ments ur k[￿[￿￿8¢
ob¢air￿d in the audit or othcrwige at4)ear5 to b¢ makriAlly Missta￿YJ. If identify FJJch ma￿18] incorLii8t¢r*iey or
bpparrnt muteriai misslaiemen￿ rwirtd lo deterniihe theth¢r this give5 ri3¢ ILI a Materi￿ mi$51&tcrneni irt the
finAtKiai stat¢rncnis the￿￿[V¢* If. tqsed on thc work we ￿ve puf(xmai concl¢wJ¢ that there is a ma*riai
MI￿late￿rnI ol.this other information, ￿ are rrquired 10 w that fxL We have nothir4 lo r¢piY¢ in thi5 re￿
Matters ott whlch we rtqulr¢d io report by eKeptloo
We have n￿l￿g to re[￿ in res￿1 of the follo*irtg m¥ltcts where Charities (ALxounts Mnd Re￿rts1 R¥guJ8tions
J)08 requires Lo report to you if. in ow opinion..
the infom1￿10￿ givcn in the RcrAJrt of the Tn￿¢3 15 IN)￿]￿er4 in any rna￿¥1 rewi with the finpncial
314tements.' or
sutricient x¢ouming recrKds havc TK)t been kw" or
. we rttaved all tr Infom￿tion w)l•D￿10rn rewire for our a￿lIL
Pagcil

OF
Resp•wthilitiu oftrv¥ttts
As explain￿ more fidly in the Statern￿ of Re￿￿7)]11￿4 ts tr￿ttt￿ are re4XML4bk for the ￿trAI￿110n of
the fiTwicial ststetnents Nvhi¢* gtve a true hir vicw. aDd swh as the trw*¢5 dewThine is
(rerror.
In preporin8 thc ftnan¢id mlett￿lS the tru&¢¢s ate for aw- qiD8thc chtiTitys 8b￿lity to cortinue as a going
conc¢ry dix10si￿ as appli(¥ble. matters ￿lated to goi￿ cowrn and USI￿ thc going basis of acc(Kmling
unless the tr11￿ eitller iNeNI ￿ liquid* to ¢e£se LVCrntton& Or no rtdistic atternati￿ I￿1 to
Our responslbllltltt for th¢ *llditof th¢ f**nelal
We have be¢n #p￿)1nttd &8 aw]iior5 w]der ￿10￿ 144 of th¢ L￿rItieS AL* 2011 **1 iti ￿rda￿ with Art
material mi&8tst¢mffit, whed*r due ￿ f￿￿1 or aTKI to i&yx a Rqmxt of the IrKlew)tht Auditors thAt includes our
epinioTL Re￿nab￿ is a high kvel Is &n a￿1￿1 conducted in ￿rdance
iih ISA& {UK) will atways a m*vial mity81¢0￿Trt wkn li exiA& Mis4g*merts can wise from frnud w error
and are Ci)Th8ider¢d mbtcrlal ic it>JIvith￿fy or in the ￿￿T￿blY t¢ exp&xed to h￿u¢n￿C the
economic decisions of us¢rs basis ofthae fYn￿la[ statem
B￿1 on our unikrMttdin¥ of Cotnpw induw, ide4llified the rl*J of noTrcomplj￿¢* with
laws and rew1￿10￿5 related indw. at)d wt the ¢xtart to Nthich Th>rt ¢omplwe migh( have a
m¥terial effect on the tst¢mert& We alw c<Jrt%idud th03¢ law? aNI reguJ&ti(w h￿e & direa
thr tinanci￿ staiements. 5wh Companies Act 21Xb. WL rvalua￿l rfjwenvs irtcentiv¢s Op￿l*jnitJe5 for
fraudulent manipUl￿10n of the ruw¢1￿ 5tatemats (Incl￿￿1￿4 risk of ovuridc Of c(rtolsl th1 ¢Sxerniined thii th¢
irtcipgl rigks wtr¢ T¢]atrd to ￿&111* jownal Mtries ts) inueafe fEvenue profrts w thc ￿￿liPUl&ll￿ of
Included..
. Enquiry with thoje ¢tr*Tged wlth 80vern￿ acDJpl gmd litsWi￿ and ¢loims;
- Enquiry rjf ¢ntity s￿[r￿ idefflify any in9thncu of rKv4)mpliaTU laws and Ye￿18t1
. R¢viewir4 fiwKiaJ s¢atcment disck*vM ie* compllance with
aroli¢ablL la￿ ond regujatio
- P¢rfornJin8 audti over the risk of rnan￿ ov¢rride of CLKthls inclwJin8 1¢th8 ofioyrnai ￿trIeS aTkl other
adjustsnents for apprr4)riatrne4 evalu￿1￿ the IMhsirKs8 tadornl¢ ofwifK*N trIA￿lonS0￿SIdc the NIM￿] course of
bu5incss and revicwryn8 Lc¢0￿￿1￿8 c*irn*s for bi
. P¢rfomiin8 a￿j11 work ov¢r the risk of of inct￿lIn¥ anal￿1￿[ revl¢w and obt•tnin8
Ther¢ are lniM￿l limitsiionq in th¢ w￿lt desc11b￿ aknve. We 8r¢ l¢ss Ikely to b￿l￿ne aware of Ins￿¢
f FM)rwnplidtKe with law3 8nd re8ulot10t￿ are closely reW ￿ evajts aTMI trarLwtion$ rcflccted in the
fina￿1￿ sta*rDeJ#s. Also. the risk of not de￿1￿4 a Matcr1￿ m18sthtcn￿ to frn￿ is higher than risk of Mt
dcte￿ing Mujting from emK, u fra￿j m&y involve ¢klibErne cixKeakn¢ by. ex￿1¢, fo￿ery or int¢Mional
misrcWeRnWtO￿ or th1￿￿ collwlo
A ftutherde¥¢riwlon of our r¢wBibilities for the ￿mIlt ofts s￿￿￿ents jy loca￿1 UL tk FinErtia] Reporttng
CourKil's wcbsitL' at wMw.fir.0￿￿k10￿1lt¢Xy¢v￿b]li£l￿ Thi8 &xriPion flxms t•n of ow R¢w)rt of the
INlq>cnden¢ Auditor
P4e 12

PEN
Drr
UM ofour report
This wort is ￿[elY to thc 4 bLkly, in *corthn¢e with Part 4 of tr¢ C]wities (A¢¢(￿ts and
Reports) Regulations 2(K>8. (hw tudit h&% bEen LMdLYtak￿ s) th&t might s¢th to the charitys tnLStees ll￿se
law. we
r¢quired ￿ #ate to them in an auditorf rew)rt a[￿ for Th) other PUTrrf)sc. To the fidle5t ext￿1 peTmittcd by
accept or assurn¢ YeswLsibility 10 aly0￿ (xher than the dwity charli￿5 tnL4¢es ￿ a body. for
rau
Wo￿., for this or for the ry)ini0rn4 ￿ have forme4L
Chart¢re¥kAccoun
1 & 2 Mercia V.
(￿Cl
lUsin￿ Park
t Mtdlat
CV4 8HX
Pw13

￿TEME￿r
2025
INCOME AND
ENDOWMENTS FROM
*ritsble Aetfvid
Provisiixt of alm
24J44
(Xher trading activiti¢s
Invethent inwme
Other inc4)me
171 J55
120,336
1.918
171,555
120J36
1,918
180.796
119274
10@893
Total
293.8(
293.8
435.307
XPFNDrruRE ON
Raising fijt
57216
57216
X077
Cran¢s madL to in5titrJtiOT
(irgnts made ￿ individuDIs
Prowsion or01tns￿mjje6
48.081
7.405
(121,(KH)
48,081
7.405
(94,212)
1&025
497
159.971
I￿8
51
10&851
140,¢A)I
Totsl
ICl1498
4843
127J41
364.571
Nct ¥&in￿{loSI¢s} on
invc3lments
859.458
1175J18)
684.140
469.869
NET
INCOMEJ{LXPENDrruRL)
1.051769
(26.843)
(175J18)
850.608
S40.(￿3
Gains on r¢v4iua¢ion of fixed
77&1
778.1KX)
I J30.769
(26.8431
(175J18)
1.628,&)8
540.fA)5
RECONCIUATION OF
FUNDS
Towl fijnds for¥vard
6J35.153
3.811.745
10.449,185
TOTAL FUNDS CARIURD
FORWARD
&365,922
?5.444
3.636.427
12,Q77,793
10,449,185
Pa8e 14

2025
2024
FIXED ASSETS
TaDgible aswj
1541.443
1541,443
1,465238
Investmerts
io
I J96.3Y2
4J14.915
3ffj3&427
5,032.819
4,314.915
4.999￿3
3.4315x15
&252.750
3.63&427
11.889.1
9,897.966
CURRE￿ ￿ETs
12
35,(V)I
107J22
35.091
182.766
C&5h in hand
45.190
517,776
75.444
142.413
75.444
217,857
561966
Amounts fallin8 kn wlthino
13
(29241)
(29241)
(11.747)
NET CURR￿￿ASSE7s
113,172
75,444
188,616
551219
TOTAL A&srfs L
CURRENT LIABILITIFS
&365,Y22
75,444
3.636.427
II077,793
10.449,185
NET ASSETS
&365922
75,444
3.63&427
11077,793
10,449,185
FUNDS
14
8.365,922
75.444
3.636.427
6,533.15J
101287
.7.811,745
Endowmeni fiuMIs
TOTAL VUND3
12,077.793
10.449,183
¥J wTr¢ on its beljolfby:
A Yatcs. TnLSt¢¢
B cort1￿- 1nL*¢
Page 15

STATE
ACCOUNTINC POUCILS
Be&swell Chgritses is a Chttritablc {kRant￿lon. In thc of charity ￿]llg wound ￿. the
liabilty re5pccI of the Buarwrtce Itmi1gJ io £1 ￿ memt*r of the clwity. The address of the rcgi5tu
office is wven in thc charity infr￿10￿ OD pa8e 3 of thex Gr￿1￿1 Sthteft￿ Tr nobxe of the
site fora schcrt)L
the neaft5t £.
The Si￿lf￿all1 p*e0utitl￿ p)licies arolitsa in prcpaT*ion of thtst fin8n¢ial stattmenrj sre ser below.
Thcse poli¢iu have Lxen coLsi*¢tbily applied to atl y￿S pr&￿ed uftles5 othcmy stste41
The chvity t4)￿111￿1&s • pJbll¢ bernfft entity as defi￿1 by FRS 102. Tr finaneitl statwemts Iwve be
prepared in acr4)rthrK¢ with Ac0)￿lID8 aThl Rw1ing by Choritie& SMawn¢M RecoMnw￿￿J Practi
4pplic4ble io chaTiii¢s prewin8 their rn aCcOrth￿ with the Financifjj R¢p¢Nting Stsndllrd aN)li¢4ble
Èti the UK atml Republic of Jrelond in 2019. ts Fina￿1￿1 Reporting Standard appliceble in the
United Kingdom 8tMI Rewbli¢ of IrelAThl IFRS 102}. the Chari¢ie5 Act 201 l. UK Ge￿er￿lY Acceoyd
All it￿ming rep4)wcey ar¢ incl￿￿ in th¢ St￿¢M¢M of FinwKiAI A¢iiviti¢5 (&>FA) th¢ ¢harity 15 I￿ty
cntitled to th I￿￿me after any perfornw￿ cuhditl¢xL8 hwe bE¢n the artkn)￿ be meLwrfyJ reliably Ind
il is PTobable that the inconK will be Tec¢ived.
F(* thkntiorts to be rrfwi*d thB WUI bffn r￿fied of tr thnourts the ycttlcment d4t¢ in
rltsng. If there aye ¢ortditions awhed to tht d(MWion this wulres a l¢vel of I￿Orni￿n￿ before
etxitl¢mefft can b¢ oi*ained then irKom¢ is dCfrff￿ wrtil wnditi0Th8 Are fully met OT the fidfiJrn¢nt of
¢£￿11tIOrL8 15 within the conlrol of the dthrily li is wobAble thatttKy wll be fiJ]fille4L
charity is ertitled tr* the rnonit&
Inv&tt￿l inwm¢ Li ean*d tlr(w8h htsldin8￿ for purp)ses as sPAre& It itKludes di￿d￿d5
and inieresL Wherc li is Th)t rrnicable ￿ idemify ir[vestme4￿ cm¥ incyrr&l within o xhcme with
rcwnoble a¢¢my th¢ invesbnent incr￿¢ is re[￿rted of the￿ CO￿ It is IMI￿led kn the arrKI￿1 b¢
mc4sured rellably. IntcrtA iMmi¢ is twjixd w8ing tht effx1l￿ intert# rndhC￿ and dlvSdend and rcnt
InWt￿ is reco8nisAI as ¢harityJ ri8th ty ￿etiv¢ wrn&it is e*abli3he
Expevditure
All ewndriure is xcounted for wuaLs basls been wylet all
¢ost5 relat¢d lo thc caWMy. ExFtnditurc is rffotsd whcre thue is a le8¥1 or ¢OThthdive obligaiton to mth
PQ)WLenL8 to third pBrti¢4 1¢ is pn)babk the $d￿cMeth will te required 8nd the of th¢ obliwion L4n
be Ttllably. It Is the followin8 headiD85'.
. COA3 of r4isiJJg inchth¥ rc]thiti8 to Jar*J I￿1 inve5knem prtyotiK frorn wttich the charity d￿1Ve3
]r￿ome.
zronts payable lo Individ￿lS a￿1 a￿1
Pw16

Exptmdl¢uré
Supp)rt aTe t1￿¢ w(xk of the dwity but do not dIT￿Y repr¢￿t charirabl¢ athiviiies and
in¢lude office ￿ governarKe admituwative ￿roll wst& They incurr&J direthly ID support of
owertdiDJre on th¢ objects ofthe dwity. Wlmy suprrt￿ ccas (anw ￿ diredlv *tributcd to particular headings
a¢0￿1 4s soon &8 the r¢cipicrrt LS of the thi5 8ive5 rise w a re￿nable ex￿latIOn th￿ thc
recipicnt will receive 8r*￿& whe￿ are condIti(M￿l rel￿]￿8 to p￿ron[w￿< then the 8ran¢ ig
atcrugj whon ￿Y unfvlfilled l￿dItionS are Outside of & ciinrml ofthe tharity
T*4lbk fixed *uets
Tangiblc tixed &88¢ts ar¢ wed at C05t (lx ¢ktsDgJ cl￿) or Vol￿tiOn ￿&￿￿[81¢4 de￿￿JaI￿on aThl
￿m￿atrd ÈrnTAinn¢ni costs •tirIt￿bIc to Maki￿ th¢ •¢ of
tkwrfmtion 13 wovkl¢4 on ￿ible fixed &%s# at rales write off the eAlmthl ￿ld￿
value. or￿Ch ￿et ￿ &sy8tuwic bAwov¢r its eX￿rt¢d lif¢ as tollow*'
. Fixtur¢5 fittin85 25% on cost
FreelK)Id pYop*ty. being the alrnshou￿that wides to In ne•1 previou￿ deNt¢tote4 At
2% per annum based on the valw of the buitdin
Thcse prorKni¢s fEvalua M 31A March 2025 a￿] the rt*li¢y will rthv b¢ oneof revah4uo
Jnv4*tmellt prop¢rty
Investmeni PTvpcrty is SIK)￿ llt rn(K5t Any wegat¢ swp1￿ or ¢kficii ¥iSRn8 from chwpw in
fair r¢cwised In Statarnrt of A(*vltie
The Charfty Ih)tds iittc to the LhuTrh of FJwIaNI S¢knl It B¢rkJwtll. This w&8 apwopTtatrAI by the Ioc4J
athrity the FAIu¢4ti(¥t Act 1947 aTMI lo¢aJ #thity uses it king ]>tiid w rhe Charity.
'th¢ prop¢Yty vglu¢d in 2019 W ahlK)u8h tt¢ Chty title to the F￿￿tY the Locat 8uth)rity h&$
petsjaj usc of th¢ proF¢rty unlil Um¢ u the sclwl might clos& The Trwees belicv¢ thcn is little
likeliho¢M4 of thc ¢Josing in the fomeethle fijbjre aTrJ the is UxTefore ¢xtremcly wilikety to bc
F8bl¢ of reall￿1thL ITh the Tntye¢J Lm)Mi(￿ li aFortyri* w ￿k￿wI93¢¢ thi$ Ind have
inclwied ts s¢1￿141 4 Val￿ or£i.
¢lwity is exempl fri￿ on its thri￿1¢ ￿1vIlle￿
IlnrcstriLW fut¥Js tre 2vailAble the di3¢r¢tv)n of th¢ tr￿¢¢$ in of the ¥YnernJ obj￿1ve3 of
th¢ charity Wld whi¢h have ncrt be￿ d￿l8￿a￿j ftr othupury
Restrided fuTrJs wthÉch are to with w4fio reAridions Ith￿ by or
which have b¢¢n rniscd by the cbarity lTr* ￿5t of r4isin8 atMI ¥trntnithrRn8 such fiuKi3
are wific The aim aTrJ use of fi￿￿ is *t out in th¢ notes to th¢
fitWKi81 stat¢m¢nr& fijnds revel￿t ￿Se assets whith mu& b¢ kld by the C￿rity.
princip4tly invcstmenL% Jncom¢ ¥isin8 the c￿l0￿Me￿ fi4¥Js be wcd in accotdoJK¢ with th¢ objeLts of
the charity aTrJ is included as unre&rict￿ irfome. Any capitsl Rains or lows ￿k￿lD8 on the investrner¢s form
Pag¢ 17

r4oTES TO THE FINANCIAL STATKMENfs. eotttiD•ed
FOR THE YLiR ENDED 31 MARCH 2025
AccouKfiNC POLICILS- c(*•tlDmtd
FUrthCrexpla￿i0n of the ofwh is iNluded in the r￿eS ￿ thc fin￿la1 aaterrKn
P¢n8lDn eosts &Dd oth¢rwrft*tdrtment btt¢fft5
ThL charity opeMe5 a defIN￿ ¥ontribution rth4ion contrib￿lOr￿ ￿y&b￿ to the (knit￿5 f£Dsffton
sel￿te are clwgal to the Sthtcmem of Fllwial Adiviit¢g in the wi(xl to ￿1¢h they rclatr.
GOI￿ eollctrn
The stst•nents have been prerArnl 80ing 1xm￿LlTr knis ￿ the kli¢v¢ that no rnatsriai
Jcertainties exisL The ¢nwc¢8 hav¢ ¢oMidered th¢ Icvel of funds held aJNJ the exrKcted level of income atyl
expendityre for 12 months Irom wthorising these 8wements. 'lthe bud8eie4d income and exper)diture 1$
suffi¢iem with the level of ]rstryC5 f¢x the to be Able to con11r￿ goin8 concern.
OTHER TRADINC ACTIVrnF
2U25
2024
Fm atMI ]aThl
Cotta8e rents
SurNJry rights atxl wayleabr
9.892
49.987
9.577
69,254
162
95,209
6.594
103,351
8.159
AlrDshuub¢ Lommuna] fvel Contrib￿1[
171,555
180.796
lNVLSTmE￿ INCOM
2025
2024
thher fLxd inv- UnFII
I)¢posii acco￿1 inlLYCS1
Charity deposii fvnd in¢cw
116.119
14,436
15
4.%23
4,212
12nJ36
119274
RAISING Fiif4DS
2025
2024
57,216
40,077
P4e 18
continu&t..

AUDITORS, REMUNKRATION
2025
2024
Fees payeble to th¢ cknaritys O￿lItOrS for￿a￿lI1 of the fina￿JaI
8.760
IIiUSTELS' REMUNERATION AND BEI¥EFITS
COMPARAThLS FOR THE ￿ATEMENT OF FINAP4CIAL AcfiviTIES
Ilnro4ricta Ra*Kt¢d t4Mlowrnrnt
INCOME AND ENDOWME￿ FROM
Donations arml lewies
Ch*rlts1￿ •e¢lvlde8
Provision of alm
15.344
24.344
180.V¥)
119274
IW893
180,796
119,274
1(6.893
Inves¢mcnt incun¢
Tolal
419.963
15J44
435J07
EXPENDITURE OJ¥
40.077
4(b.077
Grants mod¢ to IT￿tIlu1]l
Cffattis mhth to i1K1ivid￿ls
Ptovi&on of
9,369
4.591
131542
8.656
18,025
6.497
139.971
23,429
131,644
&337
I40.(￿1
T•tsl
364.571
115.923
3S3.946
469.869
NET INCOMFJ(LKPENDfTURE}
213,663
(27.(YM)
353.946
540,605
RECONCILIATION OF FUNIK8
brought fmvaTd
321,490
129291
3,457.7YJ
9.9)8,580
TOTAL FUNDS CARRIED FORWARD
6.535.153
IOU87
3.811.745
10,449.185
P¥19

EMEfw6- eont"
ARCH 20
THE YEAR
SOCIAL HOUSING
The ¢harity ts regi5tcrc41 tffovidu(Jf g)ciai hO￿J
The &xounts include the following &1￿[m￿ relotin8th th¢ provision of wig1 ￿]
W¢ekJy m&Inten￿ Contrib￿10￿$ receivable
CommLmal fuel contributioJLs ￿l￿able
Grants ￿e]￿abIt Ir¢ciyisd &8 rev¥w}
)cid housin8 a¢iivily expcnditwe
Operating 5urplusl(deficiÈ) from s￿181 I￿ing actrvitieg
£103,351
8,159
£1￿,714
(£81,204)
The number of unit5 of 5wia] lKXLq1￿ •yJ rnanw by the ¢Fwity at the bE￿nDing ￿td eJMI of the y¢
follows'.-
Abnshou5e KCOnLM￿dtI0o provided es of l# Apri12024
Aknshow ¥wnmcthtion pnwidcd of31st March 202S
14
14
TANGIBLE FIXED A&SE75
Fixbjres
Freehvld
rittings
Totals
COST OR VALUATION
At l April 2￿24
AdditioM$
I.761(￿￿)
1.760
1.739
1,763.760
1.739
77&(KKI
77&(XMI
At 31 M4rth 2025
2,540,((M)
3.499
2,543.499
DgPRECIAIION
Al l April 2024
Char¥¢. lor y¢or
297.120
(297,120)
1,382
674
298,502
1296.4461
At 31 MarGh 2025
2,056
2.056
NET BOOK VALUE
Ai 31 March 2025
1540.(KKI
1.443
2.541,443
AI JI MArch 2024
1.464.880
378
1.465.238
Cost or vglu¥ion ￿ 31 March 2025 1$ rtPf¢5en*d by..
FÈxturex
FreeF#)Id
Totals
VaJu8tion in 2025
Cost
778,IMXI
1.762,1
778,0
1.765,499
3,499
Is40,(￿1
3,49J
2,543.499

io.
Unirmed
inv¢stsnents
I¥L4RKET VALUE
At l April 2024
AdditicLs
Dis￿#
321,886
(91.IMJO)
(197,870)
At 31 2025
5.032,819
NET K)OK VALUE
Al 31 Marth 2025
5.032.819
At 31 March 2024
4999.803
Cost OrV￿￿¥t1oft * 31 m￿Ch 2025 is r4x£￿ed by:
u￿ts￿d
V￿u￿tIon in 2022
V8lu&ion in 2023
VAlu￿10n in 2￿24
Vaiuatton in 2025
Cos¢
(161.789)
(201,634)
477,733
1197.870)
5.116,379
5.032,819
Fixcd ￿￿et [nvCth￿nts £￿￿7s¢ wtirs h¢td ID th¢ Chariiies Official Inv¢*m¢TA Fund. As¥ets held the
¢trthtitics' Vario￿ fimd&
AI. INVESThIENT PROPERTY
FAIR VALUE
Al l April 2024
Rev￿￿10Th
3,432,905
882.010
At 31 Mar¢h 2025
4,314,915
NET B(X)KVALUE
At 31 2025
4.314.915
At 31 March 21)24
3.432,￿15
Page 21

I1¥vL￿MENT PROPERTY. tontkn•d
Fair valut ￿ 31 Ma￿￿ 1125 is repesthtal by..
V￿vall0n in 2023
Vah]ation in 2024
Vaii>8tion in 2025
Cosi
711.499
95250
882.010
2.626,156
£314.915
Swv¢ywJ ott 10th 2025.
12. DEWMILS: Amou￿ FALLINC DUE wmiiN ONE YEAR
2024
Trad¢ ii.btsx
Othtrdebtors
31.597
30,863
10.844
3.483
35,￿}]
45,190
13. CREDITORS: AMOUNIS FALLING DUE wmiiN ONE YEAR
2025
2024
Tr&1¢ ereditors
cyrditLYS
3,548
25.693
407
11.340
29241
11.747
P4¢ 22

MOVEMENT IN FtJNIKS
Nd
At 1.424
in r￿d5
31.3.25
5.598,382
119.995
1.958212
(864)
(318.320)
(35.(th)
723V74
84,131
Almsh￿￿¢ ernergw r¢pfrr eyelic41
91.074
{744)
(ific￿)
74,330
94,746
630.956
(I.OB2)
(124.753)
93,664
875,523
AittWiuuse Project Fund
369.J20
535.153
1,8311769
BJ65.922
Restrlct¢d f••dJ
HS2 F￿d
Rc4¢h FuThJ
86.943
15,344
{11.4YJ)
(15.344}
75,444
IW87
12&843)
75,444
l. Church aTrJ P￿r
Etoowlleni Fur¥J
3.811.745
(175J18)
3,631427
TOTAL FUNDS
10.449,185
1.628,d18
12.077.793
Ir*ornin8 Resource8 GaitLq and Movemeni
ltssJcs
in fvnds
Unn•trltted
(ierxrui FUNJ
SchLW)l Extra(KdirAry R¢￿Ir Fund
AlnLshous¢ emern rcpairwHI wlk
17,370
1,647,033
(w}
1.958.212
{864)
(744)
(744)
(1.082)
(6,885)
A]msh￿L￿e Projecl l.'uTrJ
(1.082)
{124.753)
{117.868)
(l(Y).498)
1.637.458
1,830.769
HS2 Fwwj
R￿ch Fur
111.4wi
(1SJ44)
(11,499)
(15.344)
(26,843)
EodowmeDt
Schfy)I, ChuT¢h ￿￿1 Pow
Etxlowment Fut
(26,843)
(175J18)
(175.3181
293.8(￿}
{127J41)
1,462.140
1,628,608
¢IKllinU￿...

•Jy
14.
Net
Ai 1.4.17
31.3.24
FYMI
Scth)ol ExtraordirAry Rcp*r Fwd
Almshou5¢ eMe￿¢ThEY ryir ath4 cy¢liai
maintena￿¢ fiu)d
Re￿dential comm¢rcia] pY(wtie
extraordinary rerAir filt
Aitwhouse Prnjert Fth
S.77￿46
IW691
156.316
I IJ04
(334.180)
5.598J82
119.9
80,718
10296
91.074
84,035
271.740
10.711
25.036
94.746
630,956
334.180
21.4
213.663
6J35,153
HS2 Fund
War Memoriaj ReXor¥tion Fw¥J
Rrnch Fund
IXl.635
&656
(33.692)
{&656)
15.344
86,943
15.344
129291
{27.(￿)
102,287
E#do*iD¢4t
S¢knL Llhwch P(Kr L4rAIs
E￿ent Futyj
3.457.799
353,946
3.811.745
TOTAL FUNDS
9,91)8.580
s4￿605
10.449,185
Paz¢ 24

AL
I& MOVEMENT IN FUNtKS- e•ntiDued
Compamive net tnovcrncnt in fiMJd% in the alx)ve ar¢ as foll
Jnroming
(knins Moi'emcnt
I(￿¢S
Uartstrktsd
fyenernj I'und
Scknl Extraordiw Repair Fw
At￿L￿o￿ eMe￿[￿Y rEpdir and cyclical
maintcnance fiuMI
Residential and Comm￿¢]*] proJxrtk&%
extraordin8ry rewr fu
A]rn8hiy￿ Projea Fund
410,963
1273,958)
156.316
11,304
I I J04
10296
10296
10.711
25.036
(48.26SI
64.301
419,
1322.223)
115.923
213,663
HS2 Fund
War MLYnvria] Rethr*is)n Fur*J
Reach Fund
(33.692)
{8,656)
{33.092)
(8.656)
15,344
15J44
ISJ44
(413481
127,IMJ4)
S¢h(KJl. C.'hurch and Poor L4tMts
353.946
353,946
TOTAL FUNDS
435,307
{364.5711
469,869
540,605
TrI￿rerS be¢w¢en
TrwL51¢r¥ to the Almshouse Proied Fwwj ￿pIc￿ fiumls trar￿e￿I the General Furtd ￿ iwy invesuttents
PAY expcrw rel•tirbg ty the AIMS￿￿ Proj¢¢L
15.
REIATED PARTY DISCIAKSURES
11)￿ wue w rela*d pany tsar￿10Th9 forth¢ y¢or¢tthl 31 March 2025.
I& R￿RICTED FUNDS
'lTh¢ d)arity hwl rwia¢d itithe yewr. HS2 F￿d £rKI the Reach F¢ts¥J.
The HS2 fi￿d was cre&¢d to aLx0￿1 fcff the fi￿lding reccived from the IIS2 cOMr￿Y to providc respite Lo
r¢sidenL8 aTxI to the clwity¥ proputies have trcn affeLtrd by the buildittg olthe H82 lir
which p&w very cl￿¢ ￿the almslK>Ut¢ Ffopffiies.
The iieach Fwj ¥Yose in the previ(w yew as a fE5uIt of a gmt from A￿¢￿9 - the Fourmtstion for Social
Invethwtl. Thc gr¥th made lo tr dwity ￿ covtr c￿% r¢l*ing to pro)￿ io build new ahnthusu. 'Ihc
remaini￿ balance on this fimd w&$ in f￿1 in this xcountin8 year.

ENT
CIAL A
2025
2W
INCOME AND ENDOWMRP
Do#*tlons
DDnations
Fann and land
Cotrfjge rents
Sunthy rights gThJ wTyle4ve
9.892
49.987
166
103.351
8,159
9,577
69254
162
95209
6,594
Almshouse commull￿ fixl C(K￿ributIOnS
171 J55
180.7
InvestXXDt IncomE
(Aher fix￿ inv- UnFII
Ikposit &couTht intArst
Char¢¢y deiK*Sit ful￿ irt¢T¢a¢
Il&119
114.436
15
4.¥23
4212
120J36
119.274
24J44
1.918
106,893
To¢•1 In¢0m1￿ reJoDrt
293,809
435J07
LXPENDTTURE
lJveJtni¢Dt wawernent toits
57.216
40,077
C'h•t*•ble *¢dwltks
Almshous¢ r4t¢s and **er
Almsh￿Se insuranc¢
Almqhou% h¢a¢ ond lithL
4,210
2,907
5,729
61,754
68
48.265
45.737
83
133212
AimJh)uyc TV li¢aKes
Almshou3e proje¢¢ tix
Pathral ¢8re s¢Nices
Dcpreciation of tsn8rbk t]xe41 ass¢ts
GTBnts to iT&ilutio
GraThs w indivkdugjs
(297.IXJ)
48,081
13,075
24.760
18.025
18J17
(41246)
183J53
Dcpreciation of thn8ibie fix4>J a8S¢ts
C&Tricd for4
674
674
240
240
P4¢ 26

i¥
ATE
2025
2024
Olb¢r
Brought fonry¥d
Exttptson￿ items
674
244
240
918
240
Support rMtI
FIDAmc¢
118nk ¢har8es
507
421
Imformath)n tsel#oloy
s￿dry expertses
4.456
7,726
Gov•￿￿¢¢ eos
Wa8CS
Socid 5ccurity
Pen¥ions
AudiLors' r¢mUner￿l0n
InsurHnce
Postage and siatiOT
fees
Oth¢r l¢gd profEs8lonal fx
53.752
362
4.113
7.962
42
610
4.338
34Jll
46.380
3,267
8.760
1,175
503
4.140
68,S29
105,49)
132,754
Tot*1 resourc¢5 eX[￿d
127,341
364.571
Net In¢Dn* Ixfort Kltns •nd los¥
166.468
7Q,736
R¢￿19¢d gait￿(l(￿￿) on inva5tm¢m wo
1103,1141
l%•t IDcoJllel(expÈBdltyre)
166,468
(32.378)