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2021-12-31-accounts

EMBERTON UNITED CHARITY

(Incorporated 1999) Reg. Charity No. 204221

ANNUAL REPORT For the year ended 31 December 2021

Organisational structure

The Trustees met on seven occasions, some by Zoom, 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.

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.

  2. Letting of the hall resumed. 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.

£470 (net of some agreed repayments) family support charitable gifts.

The £10k pledged towards the purchase of the village public house was held available.

Accounts

  1. Income from hall lettings remained reduced following pandemic.

  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: 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 16/08/2022

EMBERTON UNITED CHARITY BALANCE SHEET AS AT UP TO 31 DECEMBER 2021 31 D•c2021 BaLqnc• of Unrted Fl￿d$ as at 31112r 1.091160.39 ADD . Ex(￿s8 of income over expar¥Jiture 36,667.91 1,12Q828.30 Loans rOP8K .148.L Loan Wfitton t 1,128,2X30 Repre86nt6d by.. Treasurorfs e8timato ol ¥aWJo of prcoerty and land 9KaOO.00 Valuo of imie8tmant• 127,689.42 4426.70 Loan8 15.¢X) 1,128,2X30

Independent examiner's report to the I￿￿teeS of the K A H Sams Charitable Fund and Emberton United Ch￿lty. I report to the Trustees on my e￿7[nina￿on of the accounts of K A H Sams Charitable Fund and EmbertOD United Charity for the year ending 31 December 2021. Responsibilities and basts of worL As the charity Trustee5 of the Th￿[5 you are responsible for the prepardtion of the accounLS in accordance with the tequirements of the Chariues Aci 2011. I report in respect of my exatninauon of the Th￿t'S accounts carried oul under secuon 145 of the 2011 Act and in carrying out my examinauon I have followed all the applicable Directions given by the Charity Commission under section 145(5) 0)) ol the Aci. Independent examiner's statrment I have completed my examination. I confimi thai no material matters have come to my attention in conne(uon wilh the examinaiion givin8 me cause to believe thai in any material respeci: l. accounting records were noi ke￿ in rest￿1 of the Th￿l as required by secuon 130 of the Act: or 2. the accounts do noi accord with those ￿(OrdS. I have no concerns and have come across no other matters in conneaion with the examination (o which aiieniion should be drawn in this re￿rt in order to enable a proper understsnding of the accounts 10 be re Signed.. Name: Address: Date: 4 zrfn . 1 14AQ2¥Ja £ /rtL6DiS 11,.'b 1&141 Ll-;"i4EJ F4g¥L a-L/