2024-12-31-accounts

SIIAFVESIVIY MVFIICIPAIAIMSIKWSt eMAiiri IEGWIED CHAiifY MUMIER 202451 PINLIAL IIPOII AND HIIAIICIAL 5TAIEMENTS YEAI ÈIIDED JI DECEM￿* 2024

$HAFTESbUIY ALMSHOUSE CHARIIY REGISTERED CHAIITY NUMIER 202457 Ind•x TnJ51ees' onThJolr¢port lthpendont eXcrn￿. i•wl Slol•menl ol oclkvi•J ISOFA) Boknnctr shoel ACCCUrtlirg polch•s nol lo Ihe slol•rnwls 4-10 supphrnen1oryinfoffnai￿n

SHAFYE5BVRY MUNICIPAL ALIISMOUSE CHARITY REGISTERED CHARITY t4UM•EIt 202457 Trusl•w Ann￿01 Reportfarlh• Y•ty Énded al D•c•mty•w>Y24 REFEIEWCE AND ADMINISTRAIIVE DEIAJ Règfjlered (o o Chorily In Englond & Wolek Pre¥bU￿ known Os"S￿￿•Sbury c￿￿beS- Or"Skthe%buyCI￿1￿.. CHARIIY RFGISTEItD NUMIEI 202457 CHARITY'S PIINCIPAI ADDlfSS 3350115bwSlreol 5ho1103bLYy Oorn¢l 5P78EL GOVEIINIFIG DQCUMEIIT Th& ChaDly ts reoukil•d by osc￿M￿ ol CW doted 29"j￿ 1996. IIIU5TEIS MrAnlhonyTh¢mos (ch￿nI MT Rogw Woydn ￿01h CO￿n How Palftcio Lever Mr Tirnolhy Cook AppwledbY7rtoleos Appwl•o by TMI88S Re9gned Appowiled by Tr￿+￿tI Two rtrwesenialive TFvslee5 opwnled by knlttrl￿ fepte5entolivtr Tw5t$e by Ihe P¢)tsTh ol & C￿. Ne%v fwe5qnlolNe Twslv5 cye opponled loi o renewoblep•nou ol Iowy8f¥5. Newetropl•il Tnniees u• ¢¥)PDinlee, Slw Pro¥osl. IArygryel Marsh. Fonlmell Mowa, Compton Abbo5 and DOrt￿d Sl. 21 w(Tderrf$951ed SIW￿l)ethI fiots loentsble Mem lo rneel Ihs otyecl. This ochvity bgnefils Ihe pUb￿C by ollowNJ ddel pet￿ hi pryhc￿ lo Th¥$per￿n1 fot fv￿r. wtrl SM b8vwJ rw lo tywj fnern. A5 suth I(xTrles aro ot￿e lo ¥ow ayj corfrnnlyslay5 51rorow.

SHAFTÉSIUIYMiIIIICIPAiAiMSNOUSE CHARIIY REG15IERED CHARIIY NUMbEI 102457 Trvst••s Annual R•p(rfltor Ihe Y•(w EThded 31 D•c•mb¥ 2D24 ACHIÉVEMEMTS Ario PERFOIMANCE The Trusteès polry 1$ 10 Ihol tho loci111￿5 01 he LYO wode<l. whBTh ts hmd5 tre ov(thrtAe. to Ihe 18sKenls lo roman ￿ occupknn of I Ha15 lty 05 long 05 leosde. ¢ylowwva Ihemo re￿deNtS ol the Amshov5es make o weekty c¢n1th1￿rt lowath ¢051 of ¢)￿ •s5ehli(A seryic•s lo ham. vthrh i4 p(¥1ty sub￿￿￿8¢ by Iho ch￿ly'S èndowment wi¢orne. Th• Ch(fy ts alfv.oled lo Nahcrnl Assopahw0fAknI￿m. When Ilats becorne v¢¢anl rw I•&￿8n￿ m6el Ihe oilw ol ¢lreiiwth ¢y•o. ¢•• otye 10 ty)pty lo th• t￿￿1•85. ￿ IvJ51ees hove reg0￿1 Ic kn8 Cloity C¢m￿ssIL￿8 gLJ(rte on public bemfil. As wrl ol o(N Slrolwc rovieY4 (¥KJ ￿1h gud0￿ trcm Alsocblwwè ow AthrMy5tr01w as ol to ¢h•ck on te51den15 who ore Jeemed lo be y￿￿￿¢blo. n oddlhjn we ft￿ ovc1￿ a scohi￿aleIj •irrric c￿1￿￿¢0￿0￿ sy51•m lo ooch rn5idenl acINola510 0 2417 altwff4 c•ntrO. Al yecf Ihe Itusl••s ￿¥•¢￿1(￿n0￿ g vckNonol IM cwoDI mthel v&A. POIICIE5 Th• leyd olre50FV8s hdd n the Exlioty(knry Reprlr FLd hy4e btsnr•¥wwed oTrJrntK¢•d lo 4 T￿• apy¢pialO •xp•x5tWe *)n lh8 ovw the lasi l•w yeors. Th•s• r￿rY¢S shownin rK)19 1201 thfroceoiwlts. D¢CLARAnoN I declare it) my copocity ol Ch(th TKo1￿. Ihjl.. - the TFu51e•1 hove opryoyed Ihe i•wl fJ)ov•.' ty - Ou1h￿8￿ me lo5￿n il on Ih•Y bèholt. Si￿￿.. AnlhonyTrthlOS TftAleè P(w2

SHAFTESIVRY Al￿NIcIPAL ALMSHOUSE CHAwrrrY ftEGISTERED CHARIIY IIUMIER 2tyd457 Ihdepehdent Examlners •wl lo lh• Trusl Ireport lo the ItU51ees on rny ex(thnohty) ol the occo￿ts oflhe obove c￿ty lu tryerye1￿￿d3I Doeerrthr3)24 5elotA 4 to I l. R•ipoTrilbUM•s and ts0￿ glr•port A5 M8 Chjrilv's fru5180s. youole resooNk)ta &¥epr￿VJn of iThCfCLYd￿￿71h Ihe ol the Ch¢￿￿1$ACt 2011 rthe ￿1 l Acri. Hoving SQli5hed myself Ihol the o¢eoun15 Of cwy cxe wl lo b8 I￿￿1(1(under Sachjn 14412) i Aell t￿￿ lor nd&pot￿YOTrf trxaminotion. I report in re5pe¢l ol my ex0m￿O￿On ol charivs occowts coTr8(l oul Section 145 01 ts b)1 I ￿1. ¢￿Ir￿j ovt MY 8xtrninlK)ry I hova FoNowed oll the opplicalye Direclior6 g￿entsY Ihe Chthty C¢y)Thyon thseclion 145151(bl ol the Act. Ind•p•Trd•fit •mon￿￿•¢I Ital•m• I hove complel•d my •X¢yTrntshon. Ictfflfm) Ihul ro c￿0 lornYolknlKrf1ineerfwK•ctk)fv￿71h lh• eNAxThfts)IwJn9ViYJ coth• lo beliov•.' accovnlno rectyds wer• noi k•pl pl ttrsp•cl of roqLw•d by >)1 l Att. aT the occounls do nolaccL¥d the occounling r•eryds.' ty e uccovn15 did COrnp￿ th• oppl¢c4)le r•qfftrynts Ihe lrym ¢Mlenl ol oct￿ts sel oul n the c￿tleS (Accmts gnd Re￿$] Re9LIo1￿rn 2W8 olhar toqivm8nl h)1 Ihs w• a 'lw8 ¢>ld f•7. rol o Tr￿101 t(￿ a5 Wt ol on inthp•r¥XrtI •xorrinahM. l ￿ve no eonc•rN ond hovè con oeT0￿ NJ olh•i rnotse￿ kn CM¢1￿ 0118ntioTr shoL4d b• L¢Mn kn ts r•p￿ *) lo en¢bYo a prap•rthd•rslondlng ¢f the ac¢ounls lo bo reoched. R•portino Atcovnloni R H Cooper Mupwl H¢xry• 5hrfooffta DT9 4bJ Poge 3

SHAFTFSl￿Ry MUNICIPALAUASHOUSE CHAlnY stalm•nl gl Flnoncknl AcMvlli•s F(¥ lh• Yeu 31 D•c•mb•w2024 F￿ndS Fvj 202$ M¢ Inrtsm• & •tydo¥Jm•ntsfrom'. 121.3>) I20￿93 Ve51m8nl Inccm8 &Q27 3.382 Olherinctsming ièsouces lTrcomlTh9 r•w¥r¢ 4.931 129.1X 136.yl Ixp•Thdlur• on., ChaThlobl• activil 74￿12 751 Go¥•mo￿ costs •xp•nd•¢ 4.622 .373 81.6L12 N•llficomlng r•sow¢w ts1￿• IroTrsl•n 54.9 Olhw r•co•nlMd g Gain5 Qn revolvoliort ol f￿6¢ a55•13 1.531. N•lmo¥•Th•ntln 54.939 1.570. 141 RKvn¢lllallon •lfuThls Total lund5 bfovght lathaid Tatd Ivnds carl•dfoMird 3.194 676 3.249.615 1.624.S35 3 194.070

$HAFTE%BUIY AlItFIlClPAL AVA5HQUSE CHAIIIY BU￿n¢e She•t Forlh• y•￿ End•d 31 Ort•mbtt 2024 2J Flx•d Asi•ts Tongibl& 05strts 3.LK¥)(K 3.(W.159 lold Fl¥•d As¥ CuN•ntA55•ts Deblors C05h ol Bcnk lold Cwii•Tht Ass•h 3.1￿. ISP 4.986 271251 277.237 l•c 21&3&7 224.245 Credlors- amounls Idlw dve wilhn one ye(Y Il•t Cuff•nlAH•ls 10 269.828 215.405 Told A¥lJ l•M Curr•fyt 1261.f28 1218.561 LIqb1￿•1 Credlors. cfflovnls fjw ottwone y•(w 10 213 23. 3.249.615 3.194.070 FLtndi ollh• eh eom• Funth LknreslTrclèd lunds Rovoluali¢n reseNo IA&107 Its31 1.611 1&9 1.531.5CII 12 Exlra-(Kdinary Repai F¢Jnd Totd Fundi 3.249.615 J.194.676 ppr¢ve¢ by th2 6ooKJ ol TTwlees cn 2Q25 (￿d onits br. Anlhonylhorfth Tw51ee Thè rK)les on pages O 10 I I fonx P￿01 acco￿￿ Poge 5

SNIITESBVRY Al￿NIcIPAL￿E￿$￿0u$E CIIARIIY Ncle5 FL¥ th¢ Yqar Endvd31 Dec•mb•r 2424 1 otw•paraHon .wilh accouThl￿g 5tOndatd5.oDdWb￿ xjii. 2 Accovr4kn0 pol¢hs 14COWIG RESOUICES lh• be¢om81oniwt<> ￿1•50￿¢•$￿ndtsnv cond¢)r4knf¢lcwJ m•l.. Th• oforyvo￿JnI￿ IXPENcifuiE IND UAiiimEI ASSM Th•￿. Ihè •y(epl￿Tr ot i¢￿c¢m¢nI •. crfg rnrrn ¢Jn• yery and<•￿ lil a5t £tyJ. Ihey ¢y• Yaknd lil c￿1 or

5HAfTE51UR Y MUNICIPAL ALMSHOUSE CHA•TY Noleilothe Accourb For￿V•￿TED4•d31 D•tvmb2024 JQ23 J Incobmfrorn Chqilqkl• o¢lhl Regd8n15 109.029 10.791 Eb¢1￿CIty ctantsr0c￿Wé4 JOS726 4 Inv•#hwntk¢rn• COIF Invwlmenl Incom• 5.027 ijg? Olh•rlnc•mhpr•ww¢• Land rentondl￿b Wayknv Don0￿￿￿T•¢•￿￿Id Olhorin¢om• 2.448 l Exp•ndlvT•on Ch4thbl•q¢Nylh5 l¢Jl tharlqbl•¢JcNYW Id¢￿t￿anC00I C￿￿b5 HL 5&110 pi.1 l¢}P4ld •mF4gy•• GroSSwogos & Pènxon c¢ntsibulknni Tc4ql Chwlatl• ttclPA 85.ISI Av•rao• Nmbwc4EmplJy•ilhy• rhéitrwoTtr n¢ emplGytrsToCer¥￿4 PoJB I

SHAFTESbWY MUIICIPAL AIM3ILOU5ECIIUThY Nol•sloth• Fvilh• Y•ir End•d 31 D•cmb•r¥J24 7 Goywr￿￿cc AcGoufitancy fp¥ 1241 25TQ .1< Lewl & proknsbnd t•05 knMwan¢e Sundry 315 345 bankchoTg U Tan4bl• Flx•d Aw•ts T¢td C• Al I lanuw ￿21 Addlllon5 Al 31 1J#c•mb•t2024 3.IJg IJJ p.ls Ji).rts) Atjl O•c•rnb 2• D•bk¢ti Tr¢d8 LblC4S PT•wym8nh 1023 10 Uab*hs Cr•dlors. arnourl>loWw Atcrwb 33 3.&F5 &12J 3.675 47 PAYE .21) 23 86B ?).

SHAFFE$bURyMUWCIPALALWI￿Uk CHARiff Not•s tolh•Atcounh F¥lh• End•d31 D•r•mb•r1024 11 Unre￿￿¢￿ Trd atshnc•olJl D•camboiYiJ Nat moyemontln lur bolort8 a131 Docarnb•r 3Wd4 1.66XIOB .939 74QSFO 922.5 t.003.1&9 740.570 2.454. 1 3.J>4.616 Is31￿ 1249.d15 1.5Jl.S 12 D•vbn&•d Ivnd olon¢¢ brought ltywtsd N•ltnovonwnlln furdi rllthlaiwh byFund nd 302J ILw.o rL7.231 ZPM159 224.245 2.953.1SP 274 245 271.237 1227.731 3.t77.237 3.227.4N IT.4( IP.4 m21 ia 1238&9 J8881 11 T1¥￿••￿and dh•r p Payment5 were ffladé b Ihp Tw51￿￿trI￿￿￿￿• thorn trJ£l JrJ. IS {)I￿r - rhe Chtsrity hadnocommifm8nlio1 theyeugnd. -T￿ Chth8 Ctruity. .Th• ch<￿ty Pagts?

SHAFTESBVIY AlUtKIPAL WASHOV5t crtAwrY Ilthslolh• Accourts FTh ￿ Yar Ended31 D•c•mb¥l 2024 14 D•¢SJtd4M". d•qwxYd0￿ to rnQ•lfu￿r•￿￿jts hury•> Iny•ar The fiLBle•5 have Tbol knwiol ¢hJknftharthy•ry. OkncvnMDu•d. corth¥kng andqcithdwiqllw lurA In d•lkl No lundsaro ID ￿•￿1 ol tho Mkn¢th••ldo andbl• Th•Chonty hodno htorybl•aiWts. ft•¥aluaHon Ih?Chanty haino I￿&￿ary(orr￿r￿0L UTr¢apl4h•dlA•d Tronsaclkni wlh Truit•+S IhefÈ wore tronsacon5wh knXi•wdwkgl￿y￿1.•￿•pl1l￿￿fV•dtsffi la?1. 17 R•kA•d partyfrryn¥o¢lknrd.' TheT8 weiÈ noieloled party It￿￿X￿d￿I￿tr*v￿￿. Ilb

5VAFTESx￿y AIUF•¢IPALALMSNOUSE CHAR￿1 Nol•ilolhe AcE{w￿l F¢rth• Y•• Enthd31 Dvc•rnb•t2024 11 Svppl•m•4vylr+¥mullcn G•n•ralfvnds 1SJ96 14.595 Fun¢troln9cosIs JQ2 Eknctrklty G05 12.398 4.754 1194 754 iiio Rapuh lo T•l•phone •Ap•ns ))J94 915 4r 92S &5.751 Iooli•itok•n*•M rnqlrl•Mnc• eaih •lbank COIF d•p¢is1 CL¥reni uccounl Lh)ydid•p0￿l(1CC0￿I P•tt¥Cosh 7&JP 3?J)X) 21&JS3