## **EMBERTON UNITED CHARITY** ## **(Incorporated 1999) Reg. Charity No. 204221 ANNUAL REPORT For the year ended 31 December 2020** ## Organisational structure The Trustees met on six occasions, some by Zoom or email, during the year to consider the management and maintenance of the Charity’s property, monitor the financial position and consider any other matters concerning the Charity. All financial transactions require the signature of two Trustees or officers or on line authorisation. There was a change of one trustee as reported below. Secretary and treasurer remained in office as the previous year (2019). ## Activities 1. Property: Four cottages and the Institute care taker’s cottage were fully let during the year. Minor repairs and improvements have been carried out as necessary. Cottage rents were reviewed but no changes made. Smoke and CO detectors were checked or fitted. Updating of the bath room at 4 High Street to provide a walk in shower in place of the bath was carried out. A structural survey of part of exterior stone walling was carried out to confirm its stability. New replacement double glazed windows were installed in cottages 2 Olney Road and 2,4,6 High Street. 2. Letting of the hall was suspended in compliance with pandemic regulations. Risk assessments were carried out. 3. Land: The tenancy of the fields at Petsoe remained unchanged. 4. Required inspections, servicing and system checks were made. ## Grants and gifts The value of grants and gifts made during the year were:- £350 Senior citizens Christmas lunch. £750 Educational grants. £2,349 Family support charitable gifts. The Charity agreed to administer a temporary pandemic hardship fund on behalf of the Parish Council. (A pledge of £10k was made to the community group towards the planned purchase of the village public house) ## Accounts 1. Income from hall lettings seriously diminished by the pandemic. £10k in financial support was received from Milton Keynes Council. An average of normal income was paid to the Institute caretaker. 2. The value of the Charity’s investments and income received remained satisfactory during the year. Cash investments are in recognised charitable funds – COIF and M&G. 3. The Charity received by right seven tenths of the income from the K A H Sams Charitable Fund quarterly. Three tenths was paid to All Saints’ parish church. 4. The investment income remained satisfactory during the year. The value of the Charity’s investments is shown on the balance sheet. 5. The value of the Charity’s buildings and land is shown on the balance sheet. ## Future developments The 5 year plan was reviewed for a future period. ## Trustees and officers ## Trustees: Gerald Mann Retired after 60 years as a trustee. (A party was held) Warwick Clarke All Saints’ Church, Emberton nomination. Judith Taylor Parish Council nomination (4 year term expiring March2024) Susan Soul Parish Council nomination (4 year term expiring March 2022) Paul Megeary Parish Council nomination (4 year term expiring March 2025) Andy McGrandle Parish Council nomination (4 year term expiring March 2023) The trustees’ appointed officers: Gary Evans Treasurer Andrew Harris Secretary (for all correspondence: 16 Gravel Walk, Emberton, Olney, MK46 5JA) Description of trust The Trust provides and maintains a village hall. Support for any member of the village community considered in “real need” available, on application, from the K.A.H. Sams Charitable Fund. Financial assistance to residents under 25 years for vocational education or training. The Trustees administer seven tenths of the income of the K A H Sams Charitable Fund, which provides “for such charitable purposes for the benefit of the inhabitants of Emberton”. WBC 06/2021 Independent examiner's report to the Ill￿ee5 of the K A H Sarns Clwitable Fund and Emberton United C￿lty. I report to the Th￿tee5 on my ekiminauon of the accounts of K A H Sams charl￿ble Fund and Emberton United Chatity for the year ending 31 December 2020. Responsibllltles and basts of reporL As the charity Tn]siees of the Trus￿ you are resw)nsible for the Preparation of the accounts in accordance with the Tequirements of the ch￿l￿eS Aci 2011. I report in respect of my examinauon of the Tn￿l'S accounts carried ou( under seuion 145 of the 2011 Aci and in carrying out my examinauon I have followed all the applicable Direcuons 8iven by the Charity Conllnission under section 14515) (b) of the Aci. Independent examiner's statement I have completed my examinauon. I confinn that no material matters have come to my attention in connection with the examinauon giving me cause io believe thai in any maierial respec(,, l. accouniing TecoTds were not kepi in re5￿ct of the Th￿1 as required by secuon 130 of the Act: or 2. the accounts do n(x accord with those records. I have no concerns and have come across no ott*r matters in connection with the examination to which attenuon should be dra th retM)rt in order io enable a proper understanding of the accounts io be reac Signed: Name: Address: Dale., 03 Zi MO4//