. Trustees. Annual Report for the period ,PeTiod start date eriod pnd (iale Year 202 From 1s1 October 2023 8eptemtr¢r Section.A .... ... Reference and administration details Charty hame Almoridsbury Charity Other names charity Is known by Registered charfty numb8r (if any 202283 'Wayslde'. Shepperdlne Road. Oldbury Nalte, Oldbury on Sevem Bristol Postcode BS35 1RJ Names of the chavity trustees who manage the chaylty Trusts& name Office lif Datos tctèd If not foiwhole Vicar SL Chad's Church Patchway Namo ot potson {or body) entitled olnt tru$teg Ifan Noininated by Patchway PCC Rev. D. Brae Ms O. Murray Nominated by St. Pete¢s Church Pilning Nominated by Almondsbury pcc Rev. A. Kanagaratnam Vicar St. Mary's Church, Almondsbury March 2024 onwards Mr$ D. Wilson Mrs M: Ward CIFopted Trustee Nominated by Bradley Stoke Town Council Nominated by Patchway Town Councll Nominated by Almondsbury Parish Council Nominated by Pilning & g@v@rn Beach Parish Council Co -opted Trustee Mr D LawrenGe Mrs. M. Stooke January 2024 Onwards Mrs. l/. Bwater September 2024 Mr J. A. Bamforth Mrs L. hA. Hamid MrA. Ward to .11 Vice Chairman Appointed as Chairman November 2023 Names of the tru¥tees foi. the charity, If any, {for &xample, any Custodlan trustees) Name Pates acted if not for wholè ear TAR March 2012 Names and addrèsses of advisers (Optional information) of advisftr ' Name Address ndepertdent Examiner unkley's c.hartered odl8nds Grange, Woodlands l.ane, Bristol BS32 4JY ccountarits, Matthew obblns rewlft Dolphin nvestment Managers 12 Smithfield, London EC1A 9BD Name of chief executlve or names of senlor staff members (Optlonal Information) Mr. P:. OrforLI, Secretary Section B Structure, overnance and mana ement DesGrlptlon of the charlty's trusts Trust Deed .Type of governlng document {eg. trust daed. constitution) How tlie Gharity is constltuted (eg., trust, association, Company) TrLtstee s@iection Inethods ' l¢g. appointed by, elo¢ted by) Trust Deod datsd 71h June 1997 VIc9r8 of 3 local churches - ex officio Representatlves of 4 par18hltown counoll8.- nominated 5 - co-'opted tnjstees Additional govemance issues (Optlonal Informatlon) Wh6n a new TIL5Stee Is appolnted, and prlor to thelr attendance at their fii'st Trustee meeting, the Chalrman will meet with the Trustee and inform them of the background. strudure, governance arid rules of the Charity. Thls will IncludÈ the purpose of the funds and the overall financial position, A pack of information will be given to the Trustee including a copy of the Tnjst Déed. YOLI may choose to Include addition81 Information, where relevant.. about.. policies and procedures 'adopted for the induction and the charity's organisational structure and any wider network with which the ch8rr public benefst thrgugh its grant making process. To be eligible for assistance all Indlvfduals and orgenlsations must live or domiciled in the parish of Almoiidsbury as defined on January 1st 1881. Thère can be no exceptions to thls. In the year under review the Ecc18siastical Fynd financed; the repairs to th'e Tower for All Salnts Church, Compton Greenfidd. provided a new floor for the toilets 8t Hoty Trinlty Church, Bradley stoke provided the funding for a chuirh group to attend an educational trip to Cornwall Funded three (3) pup51s to partl¢ipate in their annual school trlp. The E¢clesiastical Fund as well as the Education and Relief Fund provlded grants, on a per capita basis, for pupils In all schools in the area to ènable the schools to purchase books 8ndlor equipment. The Education and Reliéf Fuftd g8ve grwits.. to all senior citizens clvbs who met for their Kmas festivities. ort was iven to St. Peteffs Hos ice based on the number of March 2012 TAR patients livihg in the area who re￿iVed treatment durlng thé year. SimilarSy, a grarjt was given to the Great ￿esteM Ambulance who 5UPPQrted patients living in the ara8. The charity enabled 12 children in Year 6 to participate in school Support was given, tts a local Men's Shed Group to enable thém to provide A new roof to a worksng area: tha Patchway Town Twinning Scheme Support was given to the annually hekl summer.play s¢heme Two people received help with white goods, carpets and furiiilure , One person recetved support towards the Care of their 8Lrtistic child Addltlonal detalls of objectlves and activities (Optlonal Ihfomiatlon) Section .D Achievements and performance (The figures Quoted In this s&ctlon, usa an accruals b85is rather than the re¢e5pts and payinents basis shown In the aeGoiints)., Brewin Dolphin, (the Charity's investment advisors) are instructed to Invest to maxlmlse the total return on funds Wlthin th6 constraints of a medlum to low risk investment portfolio. Polltical un¢ertainty.together with the effecls of the war in Ukraine and the slow.recovery from thè Covld pandelni¢ have had an adverse on stock markets throughout the world. However, under difficu drcumst?nces the portfolio has performed well. The value Of net assets increased from £ 2,886.350 to £ 3,229,751 In the currént financisl year. Net Income (after support costs) was £73,655 compared with £68,083 during the previous financial year. The Ecc.lesiasticg1 Fund starts 2D2&2024 with £222,647 available for distribution and the Educatlon and Reltof fund with £168,400. Eccleslastlcdl fund During the year grants made totalled £26,190 compared with £10,060 in 2022-2023. However, the costs of repalring and maintaining the fabric or the chiirches are considerable arid requésts are often unforeseen and TAR March 2012 Section D Educatlon ￿ld Rellef Fund Achieveménts and performance Grants,made durlng the year totalkd £30,772 coinpared with £31,448 In the prevtous year. Extraordlnary fund Under the tems of the trust deed'Trustees are required to malntaln an Extraordinary Repair and Building Fund to defray the cost of unexpeded arld urgent repairs to any of the five ¢hurches in the are8 of benefit No grants were made from this fund durin9 the P6flod Odober 2023 to September.2024. At the erKI of September 2024 the valup.was £ 21,835 compared with £19,504 al the end of the previous year. Three of the five churches are ecumenical and it18 expected that thelr partner dénominations wlll contribute to . their gener81 upkeep. Therefore, as the demands are small it is'assumed that the capital growth will be sufficient to meet requirements. At present the TTUStoes do not consider It ne￿$sary lo transfer any of the, Charlty's annual income into the Extraordinary Fund, Income from the Extraordinary Fund Is shared between the Dlher two funds. Section E Financial review The Charity's inGom? during 8ny year Is allowed lo accumulate and Is not available lor distribution until the end of the financlal year In which it is re¢eived,,Any income not spent In any year Is c8rriéd over to the follts)Mng ye8r. Brlef statement of the charlty's policy on reserves. The amount held In reserves as at the end of the financlal year is. £3,198,410. Detalls of any fund8 materlally in deficlt None Further firianclal r6vlew detalls (Optlonal Informatlon) You may choose to Include additional informatlon, where relevant about., the charity's principal sources of funds (including any fundraSslng)", how expenditur6 has supported the key objectives ol the charity. investment policy and objectives including any ethical investmpnt policy adopted. Section F Other optional information TAR Nlarch 2012 Seotion. G . Declaration ' Th& trustees declare that they have approved the trustees, report above. Signed on behalf of the charlty's trustees Slgnature(s) Full name(s) YJ , Posltlon (eg Secretary, Chalr, etc) C44fvi tL Dat TAR Nryarch 2012 Y.'CQMMISSIO IAND'AND whig EN Recel ts.and ments accounts CC16a or ttw perlod To .1st Oc12023 3OIM Sept2024 Section A Receipts and payments lund8 totho n￿4￿¢ fuiid$ .itythè tsk*Y•stÈ Tolal funds Labt yg•r tuth• nur•4t£ t0th•￿•￿ra#1£ Bi￿n Ool htn B￿lI1n4 So Inte￿SIr8CF￿E 621 521 ?oT a91 ross Incom& or s¥e 8Bè ta121* . rnvestment 8a l*ahl*-.Edii¥JUQn & Roltèf Furtd Pth¥ng. Poal4tr,IY StsUonaw.T4epthone J7J•7 CD￿ . Stall 4D Yo 40Q 40 40U 760 Foo 80 432 422. ,49a 432 Sub tol•l A4 As981 and Inveetment Sub total J4.#D,QryJ 2DQ,QOtr ..253."643 NOÉ Df r8cbiptsl{paym•nts) AS fFansfr)rs b6twboii funds A6 Cash furtd¥ la$1 y¢ar ond ash.funds thlsytor end . 36I,633 185,39 101-15 CCXX R1 #ccwts ISS) Section B Statement of assets and liabilities at the end of the p6riod UEtrostfj¢¢Ed RostrÈcted funds funda Endowmant funds Bl Ca$h funds 111,728 78127 SDdelylepwMs Tplal cash fvnds VI￿strICtsd funds .Fig¥trlct8il funds EridLiviii1gnt fundg 09È@11s SthmderFMnd tC*near•st£ B/ Other momet8ty￿SS1G Frjnd iDwhkh tlopO{thill . &trrentvaluB Dètails BS Inv¢¥lm*nt 8*9gt* 3,V16.Y¢l Fthid CunBril¥alu• bn a*eil$ CDStlppU0ft411 B4 r•tsln•d for th• charlty'8 own u8* F¥nrJ iowhl¢h wh•Thdu• i)elail 6T4nbP 85 LlabllltlFs 21,6aO Unrestilc*lèd 9,6$2 Hol￿F9 8eE¥Elary'& Uiirp¥lrt¢akny Sionèd byonèormo trbsteeaon bth$lf 01411 the IFusleo& Dalè of ov Slgnalure Prsnt fvlgme CCXX R2 acwunl8 ISSI 1NQSJ2025 EPEND EXAMI 'S REPO TOTHET ESOFAL NDSBUR CH Independent examlnèvs rBI)Ort to the trustees of Almondsbury Ch#rity I report to thè charlty trustees on my examinatson of the accounts of Almond5bury Charity for the year ended 30 Soptember 2024. Responslbilltles and b&sl$ of Yeport As the charity tiustees of the Trust you are responsible ftsr the preparation tsf the ac¢ount& in accordance with the requirements of tha Charities Act 2011 (Ihe Act,). I report In respect of my examinglion of the Trust's scttounts CBrrl&d out under sectiott 14S of the Act and in carrying out my examingtion I have followed all appli¢8bl8 fJirertlon8 given by the Charity Commission under socllon 145(5llbl of the Act. Independent examlnerf8 tstatamènt I have completed my &xamlnation. I confinn that no material matters havè com& to my attentipn in conn•ctiDn with tho exAminglion 9lving me ￿￿58 to believ& that in any Material respect.. accounting records were not kept in respect of the Trust as required by 58Ction 130 of the.Ac¢ ol 2. the accounts du not'accord with thuse records.. or 3. tbe occounts 'do not comply with the gpplicable requirements cuncernlng the form and content of aGGountS set out in the Charities IAGGounts and Reports) Regulations 2008 other than any requSrement Ihat the accounts givg a true and fair vi8w whlch is not 8 matter considered a8 parl of an independont examSnation. I hav8 no conGorn8 and have comts across no other matters In connection wlth the ¢xamination lo whl¢h atteiilion should be drawn in this report In order to enable a proper unders12nding of the'aGcount8 to b8 1'8ached. Mgtlhew Dobbins FCA Dunkley's Woodlands Grange wo￿landS Lane Bradley Stoke Bristol BS32 4JY Date.- ..,......... o