Epsom Parochlal Charftle8 Reglstsrad Charity No. 200571 Report and Flnanclal Statements 31•t Doumb•r 2024 Epsom Parochlal Charlties Ep￿￿ R•Win N•thl Chaffly IAr J A Stw**d. MA. F&4 Ichthinml Mf S Jonm IVr• Chwmwl Councilkq N Mrn C•rol l•ww*•d 24 8•pknY*w 20241 IAI J Rtsl PK*•i* Ir R WFriity Irw 13 2025) KTIg 7DT Fwm Su 42 Carw• Lw• Swrey 112 B•rn•tt l*%tsd L A•hi••J Surr•y XT212LS N•lW••l B•nk 115HthStr#l KT19 eox P•9• 1 . 3 R•wt ofthe Tnth•• Epsom Parochlal Charities - Reglstsred Charity No. 200571 Report of the Trustees for the year ended 31st December 2024 c4)nttoltht•s ctt8nb•8 corrwnwl ￿ S¢honMofth• Charty COMITh￿ d•r•d 3111 Decemter 1929: 28th Juty I￿.. and 24th Jum 1970. Ep•ryn P•Ir>*￿1 ij • bowd of up to 10 trustsel. Th• vwxr of St. M￿n.5. Epsom wrth St. SteFthn's. Lar4J* Va*, •PPKMnt•d ex trust•e Oth•r trustfjeB Afe appotnl•(J for a t•rm ol fve yèarn trrf f•SolUt￿ ol th• tM)anl. An annual payn￿1 rt m•de lo the ex off￿0 tru8t•e from the Lrf•- John &•yM Ch•rty. Th• fol(￿.￿9 served Trystofjs dunno th• yw." Mr J A Sle*•rd. FCA (Ch*Th￿> Mr S Jone8 IVU Ch•irrnonl Coundlk>r N D*lknn Mrn c•r￿ 8u* {ap￿￿11•d 24nM0241 Rov N Parl Mr J R￿4 Pth•nNJ Mr R W Frl*i Ir••lgn•d 13 M•rth 20251 trufjt•￿ h•v• r•lwT•d to th• Ch•Tty ConwniJwi'# yn•rnl guthrK* ￿ publK b•n•fft Ind h•v• ftyard to that wh•n T•VW I1￿ Wf• Obj￿•* ofth• ch•rty •nd in pknno rf# lutyJr• Th0 L>Mwh•d diity kn ••411M 17($1 alth• 2011 Ch•nb•• r•g•rd The tr￿1••1 hw• c4xrpt*d wrth H•nry Smith Ch•rty in r•W of th• aMu•I Jlknc41kn 01 fvnd• from tr￿t th•rtJf * EP1th￿ P•rochW Chwts••. n•edy P8fWS resKl•ni In Th• Anc￿1 P•Mh ol Ep￿. Thtr Pre￿nty cornpr￿ 6 IlatsJntain4d bed srtlF'ng roc*r4 Dund•8 Houw. 4 tr•A>bedrotyn ••ll&con￿ne￿ ftgts In Rest JI w0port￿ w• t•'ng wnyov•d to wilwm to lh• l•test Wlatth in resF•Ct of heath art in c¢ndrtws of need. h•r(1$h￿ or d￿tr￿S ol b•nefit arKI und•r the &¥e 0125 year$ 4vtK* •r• in In Ctsir￿c1Ion wrth ihwr Epsom Parochlal Charltles - Reglstered Charity No. 200571 Report of the Trustees for the year ended 31st December 2024 The ol the Twustees w• Irom It* Tfust Dged dI￿j 18th Novemb•r 1988. ThB doed 28th Juty 1￿. And 24th Jurw 1970. Epsom Ctt•nbM A ath'n*l8r•d ty • of up * 10 uhwd Th• ¥kar ol SL Ma￿￿.$. Epaom wth Sl. SIW•n'$. Langlty Vale. o •pwied •x o11￿￿? truite•. Othw trus1• ar• Bpptynted lor 8 t•fm of fw• yew) ty r•sdut￿ of tr>ard. An ￿nUal p￿rnon1 M m•J• lo th• •x offiw trustee Irom the Ad¥Ancenxnl In Lrf•- Jthn Chwty. Th• TNstae8 dunn9 yw. Mr J A Stthvard, M& FCA Ichknrt￿) Mr S Jon•s IVU Ch•m)gnl CourKllknr N D•lb•n Rw4 N ￿rfj Mr J Rdl P￿k￿n9 Mrn i•)point•d 24ffjgr20241 r•gard lo th•t guwJ•nc• wh•n revthig th• and of its ch•rtty ￿anning It¥ ftrtur• Th• Iruitms h•¥• compw wth the duty in secbon 17151 d th• 2011 Ch•rrf* Acl hw• du• r•gwd to gukl*nc• pubhth•d ty th• Ch*ty corrrnj￿ nds from that ch*tty to Epsom P•Trxh￿ Chwts•. Our mwn WKI l* v• •xpl•md b•kM. n￿dY peraons rns#J•nl In Th• *JiC￿nt P•rffjh ol Epstyn. Thè •)>ynnvJ•tkx presenty comprw 6 Il-contsined bed ¥rtbng roonyo m Mgry (*Jnd•s ￿￿￿16. 4 t*trb•drocwn ••llryconl•mJ ll•ts In R•Jt C￿￿9• and 4 sell-contsvwd on￿O￿rOoM ft#ts in Fairt￿n Atl PTOP•rtw ar• consl•nty bthng fvov•J ￿ conlrffii *J Ih L*••t ltyAl•lion kn reipecl of Iwlth •nd fety, rmk managwMnL fire sal•ty slandath and to nw•l hwJhw ol en•Tgy w• in Condit￿￿• of rmd, hwd•h¥> (* dlthm. Th• Ath*8ncenwnt in Lrfe Chantm •xot for th• WMFKxe of y￿ft9 In Ihe of benèfft WKI und•rth• ty• of 25 y•arn wh) w¢ ￿ newl of finaro•l In COnr•ct￿ wth thèir thYu¢at Epsom Parochlal Charitles - Registered Charlty No. 200571 Report of the Trustees (contlnued) for the year ended 31 st December 2024 R•sl Cottage h88 cont1n￿d to b• m￿lI1￿d lo rtB rtluditrvj Car￿￿n9 01 am cornn￿n areas Mary Dund•8 Hou8e had a m•hx upgrnd• ol th• COMYK￿ boA•r. r•lurbthn*nt ol om fi•t Donalwj And 9rants tatalkng £15.7tyJ t￿40 mado kn p•rn(m kn n••d durry th• year, w to and S•f•gu•rdirY4 Flmncthl rnvl•w •nd polkl•• Ch•rtrty r•mgin8 In • str¢ywJ finanu•l Th• Chwty'¥ fimncwl i>)kw trj errtur• thal Iho or•nt8 nwde from th• in Need and Ath0n¢•n￿l Lrfe ¢hwths do nol •xc••d not Income of•*ch ¢harty. xTr thai exh chonty •¥•n m twoad terms Th•r• r* ¥ rdling progr•mnw of r•p•irn And m•mt•n•nce whth M pl#nn•d ￿ •d¥ance ¥nd cjrrnd out wthn b￿ry constraints as 14r Th• inv•thwnts of the WI￿ ¢hanty *è kepi und•r revthv. Lasuy, al each t1￿￿Trg of the fob•)coming •xp•ndrtur•. It ty the ol IM Ch•rtty to molnlgln I￿ IMI of T•Jwves rtt•¥wy to thi9u￿ the flngn¢*•l C4)mrnitnk*nl• ol tht Chanty 01 b• on a reguLgr b•M lffjm the in¢otrn pro0￿•d by invesbTrnts and oth•r #trJfC•J. Thè TW•1•￿ wll •nAK• u Iw M pou*l• th•1 lh• r•••rv•i w• Maintai￿ to 4th*v• thg oty•cts ol th• Chwty Indu¢tkn and tr•lnltho ol Tn* New TNslee8 we gtyen 8n intrtrj￿n to the obpctrm •r#Y of th• Ch#rty and we token thrrjugh the 9o¥wnino docunwnts. are 8190 gNen op¢a￿nty to vthrt p￿ded 10. Epsom Parochlal Charltles - Registered Charity No. 200571 Report of the Trustees (contlnued) for the year endod 31st December 2024 Tt* Tnmtw arn wep•rry the TfLrflees' knnual Reptyl tho finax41 stat•mont8 accordanc4 wth awuble and Untted Kingdom St•ndarfs IUK Ggneralty N£cept•d Accounliry Pracljcel and In accth8rK• ￿ Ihe l•t••t Chantth Slaterwit ol Recom￿0￿ Pr•cl*c• {SORPI. •ecurw at Any linx the fin8nck81 po*M)n ofthè chwty and to •n•bkn It￿ to en￿10 th•1 the rnnts comply wth lh• Charrt￿* Acl 1993 Th•y •r• r•8pywbkn lor safegu•rding the assets 01 th• chafity Ch•irm)n Independent Examlnern. Report to tho trustees of Epsom Parochial Charrtles We report on the ol Chwrtw ly tr• y•w 31st th(*rn￿ 2024. whth (xrt page8 5 to 20. The chanty's trust•e8 are rn¥*Mwble lof the w•pwabJn of th• *xounts. The ¢Mnty's twstthg con$Klor Ih•t an audrt * not r•quiT•d lor thm yew lund•r 1W2101 thè Charths A£t 2011 (tr 201 l Actll th•t an irwr￿OnI n•thJ. 11 h our r•wtslty to. •x•n¥n• (undw •Ktiun 145(1X4101th• 2011 kt)., CorrwnM￿￿rn lur#J•r 145(5lbl ol th• 201 I ktl.. commis￿n•￿. An •xaminobrx) incI￿j*S • ol th• K¢(￿n￿n4 r•c*xOs k•pt by thfr ¢h•rity •nd • #np•ri8on ofthe accounts pv•s•nW ¥Mth those r&>yd•. 11 Incl￿ C(￿$￿tk)n ofany unu$u•l Ilm OT rtisclosufe5 in th• aceounm. and expl•nab¢)n8 from you •S trusitts concerning any nwtt•rs The w￿&jU1•S ￿r￿kIn do not WO¥Kl• the Ih•twouJd t• In •n •Y￿￿, •nd ￿n￿Ueftty do not •xprw an audit th• ¥*4V giv•n by 8cc4)unts. •c¢ounb"ng f•quwenxnts ol 2011 kt 121 13•rnld Ovnn Ch•rt•f•d Accountsnt A•hte•d Surney i(r212LS D•t•.' 31 Ocb)b•r2ty25 Epsom Parochlal Charitles Ststsment of financlal actlvitles for the year ended 31st December 2024 Uftrestrt￿j 2024 2W23 In¢omlng I••oU￿ Donations and gift5 Acbvrtb8S in fvrthornnce of the chanty's 00irfts'. 15.7 15.7LKI 18,800 a2.￿7 82.¢X17 87,719 ActNib•• fw g•n•r•trr fvnds. 14,221 12,107 111,928 111.928 118,626 Ex￿ndrtUrQ on ch•niabl• tivitm. 4,062 84.052 118.517 Advancem￿1 th U(• Relwjl in n••0 IrKlepeThd￿t Exarr#nw¥' F•• Gov*m•nc• costs Vtar of Epwn 10.703 10,703 2400 30.200 10.387 7,200 30.427 512 30,2CJJ 127,fA)1 127.wjl 187.043 115.9731 (15.973) 148.4171 G•in on rwalual ol In¥•sinNints 51.620 61.820 k¥).627 115,973) 51.620 35,847 42.210 44.381 1.058.819 1,903,200 1,8eo,9BO 28,408 1.910,439 1,938,847 1,WJ3.200 Dot•dJ ofthe fliht8 ta fvnd lit Lxrt k) note 2191. Epsom Parochlal Charitles ststement ol Assets and LlabllSties at 31st December 2024 2024 23 Flx•d M••ts TAngib￿ •8sets Invostrwil• 7t￿.415 1.152.583 1.191.783 1.884,865 1.856.578 2,1ty) 3.431 45,197 4281 3.334 35.722 88nk dep￿1 xct)unt• Bank ￿rrent account COIF Charrt*# depJ•tt fund 54.n8 47,397 GY•dltorn: *nxwnt8 du• ¢)no y￿r 10 2.776 $4.182 44.822 1.938,847 1.903.200 Fund• 1.910.439 28.40 1,858,810 44,381 Unre8trN*•d lund• 1.938.847 1.903.200 Epsom Parochlal Charlties Notes formlng part of the flnanclal ststements for the year ended 31st December 2024 Engbnd •nd Wakns ol its 26 Klyjdcots Hur•l, EpwnK Surrni Kri8 70T. l•> A¢¢ounllw Mn¥•Thtlon AC￿￿n￿n4 •rKI ReixxlirvJ ty Ch•￿1￿ ISORP FRS1021 Ep8om Pwochi•l ch•rt￿ ki • putA* b•n•fit •nlty. 9razirvJ ￿ntt rent they •f• No roK￿re￿ hm èrth•r b••n d•ferr•d ry have In SOFA ol •xwndrture Ir￿￿n9 lo￿￿1¢•• (¢1 A••(￿￿￿ •xp•nd•d •XF*nd•d af• Acts¥rt￿l in fvrth•rvu ul tr* *#wty'• costs rdJbn9 dir•¢Yy lo Epwn AJmthOU￿ Chwty. •r*d fv AAv•nc•rr•nl ￿ Lrf• 4nd R•W in N•wl ch4n"INx. Gov•m•nc• coils- wludes that do Th)t r•Lth dwttty to spe¢fft Ktivity of 11 to t￿ ch•rty fty • p•rv)d of th4n on• year. Assets will not b• c•prtollwa wh•r• they hav• • ¥•1￿ of £l¢XKJ and r•v**ry will b• carr￿d c￿1 by tru8tsM yoorty b•w. Frnehokl buikJJr4J8 FumthJr• eqLMprrwl - 10 yw¥ Epsom Parochlal Charitles Notes formlng part of the flnanclal statements (contlnued) for the year ended 31st December 2024 Ac¢ounllry polkl•• {cootlnu•d) In or Tgvaluabon 18 taken lo thv SOFA 19) Fund• charty, army unr••trKted fvnth, whKh to all othw of lh• tharty. durv4 th• yoar c•n b• s••n in th• SOF lh} *lnl•n•wA I￿1 onnualty Th• fevw covws ex￿￿rture for n•￿ rrKyth• look• Urthr th• FRS102 Ch*nb•S SORP the Chwrtws •r• ￿ r•quY•d to woduc• • C••h Slat•ff•nt th• d•Iffits￿ sm•ll chwty. 2024 2023 5.S99 10.101 Epwn R•l*l In N••d Cfwty 10,116 Grnrt Irfym H•nry sftwth Chwtty 15.7(M) 18.8 Epsom Alrnshou￿ Ch41ty Epsom AdvanwTWt in Lrf• Clwit epsom Rèl*f In Need Ch•rty UMakx4t•a bank inlwmt 1,￿8 4.079 9.017 97 3.028 8.078 14.221 12.107 Epsom Parochlal Charitles Notes fomilng part of the flnancial statements {contlnued) for the year ended 31st December 2024 2024 23 25,297 4,903 28.737 30200 30,427 Dgsvjn al￿ Impknnwnlakn of ¥¥￿￿8 GDPR. •rKI ••hty, oth•r pc4bM. Prov0￿￿ ol n￿othty f•Wtsrffj Inlonn•kn for Truth•S (75%) 22,850 24,405 1,510 1,206 Epwn ROW In N••d Ch•rlty 120%) 8.LMO 4.816 YJ,2CQ 30.427 N•1 outg￿n9 reioufrn8 ts itatsd aft•r dwglrs". CW•bon d tsngibl• fixed •B•O11 13,533 2,400 13.533 Epsom Parochlal Charlti Notes fornilng part of the flnanclal statements (contlnued) for the year ended 31st December 2024 T•n•lbl• fix•d ••••l• Frn•hO￿ Frnth)kY Fumrturn and buik1ir Iwd Al 1st Jonuwy 2024 #dkn dwww th• y••r 979.432 17,7 20,067 1,017,255 Al 31•t D•c•n*tt 2ff24 979.432 17.756 20.(K7 1,017255 Al 181 Janujry 2024 Ch4rg0 lor Ihe y••r 2KI.820 13.509 20.020 24 310,840 13.533 At 31•t D•c•mlw 2022 324.3n N•t book value.. Al 31•t Oecefflber 2024 675.103 17.786 23 Al 31•t DK•m* 2f23 8e8,812 17.758 47 7C¢,415 L•TrJ and t￿Ik11n￿ to •lrrffjh￿ t*w• donated, ￿ W•f• purch4*J and d￿•lOped rn•ny •ao Tr coiii included aL￿• incurrtrtj 1988. Th• third 81n￿￿oul• was purCh￿ad in 1991 and dumg 2C¥)P409 w88 conv•rt•J from 8 8th.ng fOOffO ￿t9 4 sell