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• ¢¥)PDinle<l by lh8 fyotrd ￿T￿oI￿eS fa70 wod ol fvè yerys.
Ihe Chodty does noi have ony Custodan Twsl•es.
OBJECTS AFIO AcnvinE5 QFIHE CHAIITY
The o&ecl al the Chonly 15 to provKJe Qcc¢r7wnodoth￿ lor p￿sOrn n r*ed whj (Ye ￿￿￿ent Porohe5 of stK]fte￿. cly￿￿ Molctsr*>e, 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. wtr*l 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 18sK*enls 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 r*w 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 gL*J(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 vck*Nonol IM cwoDI mthel v&A.
POIICIE5
Th• leyd olre50FV8s hdd n the Exlioty(knry Reprlr FL*d 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 tr*yerye1￿￿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*$ACt 2011 rthe ￿1 l Acri.
Hoving SQli5hed myself Ihol the o¢eoun15 Of cwy cxe wl lo b8 I￿￿1*(1(under Sachjn 14412) i Aell t￿￿ lor nd&pot￿YOTrf
trxaminotion. I report in re5pe¢l ol my ex0m￿O￿On ol charivs occowts coTr8(l oul Section 145 01 ts b)1 I ￿1. ¢￿Ir￿j ovt MY 8xtrninlK)ry I hova
FoNowed oll the opplicalye Direclior6 g￿entsY Ihe Chthty C¢y)Thyon th*seclion 145151(bl ol the Act.
Ind•p•Trd•fit •mon￿￿•¢I Ital•m•
I hove complel•d my •X¢yTrntshon. Ictfflfm) Ihul ro c￿0 lornYolknlKrf1ineerfwK•ctk)fv￿71h lh• eNAxThfts)IwJn9ViYJ coth• lo beliov•.'
accovnlno rectyds wer• noi k•pl pl ttrsp•cl of roqLw•d by >)1 l Att. aT
the occounls do nolaccL¥d the occounling r•eryds.' ty
e uccovn15 did COrnp￿ th• oppl¢c4)le r•qfftrynts Ihe lrym ¢Mlenl ol oct￿ts sel oul n the c￿tleS (Accmts gnd Re￿$]
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
stal*m•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
14COW*IG 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•tvmb*2024
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•c*mb•r¥J24
7 Goywr￿￿c*c*
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 L*blC4S
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•camboi*YiJ
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￿ Ch<wily htss nof giv8nony gvaTant8È*to IF￿d p￿r¢S IlvJlco￿ ￿(a￿d onol
-v￿ Ch(wityhasn¢*wtedanyknn5 toory Inihlvkn conrhÈclEdk>th8 Ctruity.
.Th• ch<￿ty
Pagts?

SHAFTESBVIY AlUtKIPAL WASHOV5t crtAwrY
Ilthslolh• Accourts
FTh ￿ Y*ar 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 ¢h*Jknftharthy•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 tronsac*on5wh* 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
4*r
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