chttY v•glstrth nunthf 2033 AMERSHAM UNITED CHARrriES ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023
AMERSHAM UNITED CHARITIES LEGALAND ADMINISTRATIVE INFORMATION (Re&wl 012r)24) V Swnfiw ignwj 01111r) (Re&¥d 01111rJ1231 PWMr {Reshl 01111r) R T B•n¥d IN4Vted 31AY23) Chirty nunkn Prfndpl addrM• 163Sl¥F HP7 9EY Ind•p•nd•nt•ximln•r Snir& FCiATII EC2A4&4 nk• TS8 Lkl 1 Church Street HNJh Wt&T HP1120E
AMERSHAM UNITED CHARITIES CONTENTS 8-11
AMERSHAM UNITED CHARITIES TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEAIBER 2023 prwsbjns olknunbng and Rewrb'rmj ty Chanties". Statemvntol Recrynnwtsj Prth thwitS KKep ththr aDunts [danth Finawa Rewrb'ng Sthjard in UK RewbkoflrelaNI IFRS 1021 leffttti¥t 1 knuary YJ191. with the chS governiThJ (knnL fv Chth kt 2011 "I4xrtJnW Rem"NJ ty Chbe$.. Stamnt of UK and RepuNK ol Ireland IFRS 102)" leff&th 1 Jaw¥y20191. The object of the Chaty LS to seThE rned5 of Cdtthl • To rret 1145 obixtr tr Chity sook5 thwitable Theots of hAh>Se Chth aè.. The resJents 01theMShSeS must be in rd ae re5th1at mi, m the fcknw ordorrfyty.. lal The m of Lwefit Ibl of Lee, Icl the ¥ea In aldOn to obsemng the qUaraS, wiitsYJ trj tr Dw15 InJd8&s shrwk1 prlth trj mombers of the Church ol Engl•vJ. Theobiects ofts Young PersryN thE aE.' The owt of the yrj PeTrJns FuThJ uThlw 21 T •1 of fin•v aSce we in the ¥ea01ter fwlhe rekrfof td, hdship or dt5trE55 in the aw. Th¢Tr101$ mty ¢¥ryfArt Ihis c4¥tty. . min9 grants iThlr4Jua15. CKtAlwe IowwF6." or . prooIng forgoods, ser¥w Or11S IN them. L¥ . makjng grants of fftheyto othw Fefgms them In éXLpit¥) the Tnjstees mty d&>Jekn assMt>rnff I L%oile ". $entOUtsk1e the wea of benefi¢ Dnty temFrfJrariFy ni th¢ Ea ol LnthSt Publk b•nefft Tht Trustees confirm that refvmd bj the Cth•ty guvJwKe on wi RMld•ftts 3)23 was a tter1E¥ to tth l)n wth resN1etits, io Lkn trarvvs wd kn IPS to tlw A¢hlevwrnnts Ind perfonNn¢• Rwtine MWntenC kS h&t be cj . 14)• hm bew Addl)n"LnI lo the s has alyo b8en cJrnd out ty thB oiwJinal
AMERSHAM UNITED CHARITIES TRUSTEES, REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023 Thè Mk%s LWsAJm51w¥o h hJJ a rethxJ r r WKI of >w, a5 too resthnts haE W Hr, nrn. tt is to sewth for new w¥kntstD fil li atthe staiof tr24. Trnsleesdpj make a glDf£29) in 3)2312W£OI thB Yrj •K1 P(x FuThl the >v. Fln•n¢l•l r•vl•w l. L Ch¥ty cwed at of£43.977 I.. iKtTh mkntva ofU UT¥e5tswts irAyw•J trty£11727 2.. daSed£ll,w. is the p) L4 fv ¢h•ty threstithd thjnds twi thswJna&l fN a ¥e¢ifK use te fflned at a yuryaknt to between Ihrne aJ six mnth'$ ewlknJ. Tr tr&ees rJmsAl¥ that resu¥es ¥AI enyJTe that in the mnt ol a gntht drop in fvNling, W 11 trj contnue the gJnEnl wlllè ctSleralM w¥r& in fufds rawj. gl rBW% ha Plini lorfulur• p•rloth The TFustee5 we stll Fknnin9 ID go thèaj wth rale at Dre's VJo$ he teen dèl•d aafc 5ui¢the to be r•sed. Jt that these we rKy nve ikety to in a)25. uK0)Jp unts h& teen m Alajk fwshryt.term COpn wloths ter#J requint Chity i% an Unir01porated chty. The Tnthj l) (xxrth ts Clity ts 8 Chlable 15 ongtin9 d shoukj see Injthjn w¢yJnd the ervj ofTr24. During 2023 the a pBrh)J of upha. A ttew tre Chw Cknk. ThTS in Tr)tre bwrry gra to terrninats the Gkrk'5 ¥Intment Tho Char, quW ty t0 TDJstees. resigned tyler unrdated incthnt that arose fr a MjKaUalfd Tnth teuvj ts) one of was len . TrthiLst dhl rnsutt in 9) dety #i paw'ng Son ol the Chwity'5 ryedrt(W5. a en kk of athortsthj sffjn¥fjnes, Ihs ha5 fthT been rpsfyW, ¥nth M impxt to the lalnship the crwJitcff5 Ch¥ty. A ft4bkn has Ottwjed lo reyjn in eth J)24. To endé lo rebJn the Tnjstee BO3 lo lull WMtv$hP a repIrtTnj5tee h85 e Lw rtropted Ihe Bod cryuing wth the rolwanl nominabjn toJs to 11 a furth kni d the wwies. The Trustee5 we 0 in d$s1)n a surtth person to fill the YnI pJ$'bDn of TrBurw, rt i% rwAyet L¥ 4ther ¥Yth ¥J a Tr&8. htrH8¥er, the Board's uikntiw, rf 1b, to retrJrn lo tts ful numlwofTw51 as (taknd wthm the G(hing The Charity ha5 reCty [ePd 8 a frmr Trustee Nuesbr•J from the Cknk frcffl the Charity desoibe 45 Tr stsE5s thL% has j$thr and Ch sh(#Jkl tae sps to r• the atyd efflolhjna rewtabl cwJ. Tl4 a I¥st for I$13, ha5 teBn pa5ed Ch$ Insur Gomrnlng documlrt From the 29 2W18 9)ing fryrrvbu ¢h¥ths, trS upAfflwkn Unit&l Chth in the Park8h OfAMersh ¥Jth Coleshill. Buckinghthye. The bolTnJsteesforh thJitre5o> rt. . 3 Twsloeg ¥e ts Rth thurdnvth$ fMI St IAtys Chwt, al rf Iho Erdeastl 01 sttt and Crshl P¥*h of4 yws. . Ttysle¢s. •pr#j ty tsTne5 at nrIal0ra pwvj of4 y.
AMERSHAM UNITED CHARITIES TRUSTEES. REPORT {CONTINUEDI FOR THE YEAR ENDED 31 DECEMBER 2023 The IrwteestAtsJ srnd dumj the 4) ID dswjnrè M Dcffl%r IRwMd olm24) V mrS H Mwttan&Jone5 (ReSned 02111r) P miller (Resigna 01111r•J231 pathtt G NalttlResgn¢d 01111r20231 JRwn T Bam¥d D. skn.nnw Althrffirst1lny t.j n Tnt0es rllhetnw•s trj bedwoftheirrrthb"r The Trustees mty ofth&rmembetstrsome oovsudth pwsts) ass•tydw The Trustees must aFpinlm a5 Treawrw. The are rm) empknytts. Th• Chtyis fulty gJmF4wt wlh ts ajj hal. ts nx1yttsY. a r•YnpknrtQfTJ5lees. Th& Chty is lth'rs to seth to fl the &TSIe The Trustee5 man&Je risk ty rrrtan$ of ts InJ5tee ting5 a rtsk a55esyrvrt kVrAs, to disS a55e55 bUe$S iisks imFknent risk man4emtnt strgw. This thè tyFeS of rth fv Chty fxes, in tems of potenb"a irn and likdibL of Jenty'ng ts mè5 ID mfoJ the rth. Tr Trustees use z wrypcl risk WLSter to reLorf d the risks. prrKess denStrS Ihe Tmslots haE mievJ thiuxy tl IhB Challs r[(. The Chwty$ COntrD gjrrfryrn the gu1 ts$d ty the ¢h• Crfftniw. Stat•mrrt oftru•t¢M' rn•poMlbllld•• The trustees ae rÈspDnsibk prepanng the TNses' ReFJrt ¥KI s1&erts tsi Lv •¥J Unrted ngdMIPttwnting SIdas lun Prthl. The law wh'cable to ch•rties in ENJknd W5 rwJKes thetDJsteestrJ 5tatwnwts tr yearwhKh gNe # true and fairAy oflhe S ofaffar¥ ofthe th•ty of0 cl reU[ce$ ofthe chantyforth8typar. In pprj thesefinWK Stents, Ihe Irusiths • r•wied b).. . obsom the ntWs wr5 in Ihe Ch•kn SCIIP. finanoa 5ta8rMnts', The inJstee5 reSP)nble f&r kew"r#J yjffbxnt fEcryd5 tha drAkne with reaxrfth tin the finanu pjsjtion ol the chanty en ilem ID the sfaeJMnts with ts Ch¥ihsAX 11, ts Chanty IAco>Jnts Reports) Regukb'ons X8 the prDW5iMS of the thjst ¢Jeed. Tly • rest$t* for sthJu¥dK4J thè xsets rf the and hee fortth"n9 nablE Step5 for the WetI)n a1 dlTrJd •wJ oltw
AMERSHAM UNITED CHARITIES TRUSTEES. REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023 Irustmg r8wJrtas 4VU4d tythB dTnNiB¥&
AMERSHAM UNITED CHARITIES INDEPENDENT EXAMINER'S REpoKr TO THE TRUSTEES OF AMERSHAM UNrrED CHARtriES I rEWrt to the trusw tyi ryry exaTrnaM of tr finnya Urd ChwitRs (ts the )wr 31 DeCeMbera. R•¥pon¥lbllWM and of r•port CharibesPd2011 (the 2011 Act). I rBFQrt in res of nyy eXan1 of the ¢xrt seclth 145 of the 2011 In crry rJt my ¢winab'M I ha¥e al tsappkale "rth5 the ChtyCrynmrys)n underS•)n 14515)Ibl olthe 2011 A Indepnderrt exann•t8 tht•n Y¢r attentK>n Ys drawn to thÈ f¥t th& the L¥ty h AmyJntir4J R8p>t'ng by Ch¥bes preng their axwnts in 0Nd with Re[ SlaJJd 1gpbcable in bl• UK of lrnknd IFRS 1021 in Prefence to knunting RepNb"rvJ ty Ghwik5' Ststwtht of Re¢)>nrwKlgJ Prxkn IS w 1 Xl)5 l undethd that thLS has bBen de in ryderfor fina bj •wJ lar Th Cn•knrtsd A(xn.9 Prth effeth fryrpwting [JS WiinDN w orts 1 knu¥yZ115. I have completed my eknMMnabc). l no maknrs h&• b) ffly ith the ination gr¥ing cajse to te. that in any materia rEsp ?OUnti records were not kept in rpspeLI the IXI cltr 2011 Prt LY Iheftnanci Stateffts do Tr)t xcfjrd b)ose S." or the finants sterren¢5 do con¥fy vmth the rerywewts form of set tr Chariks IArxrths and ReFKvlsl Rè9ulatbJn$ Oth¥th ¥ty thathe gPt a trL •¥J fWr¥ i% t a mattero)nsiler&J a5 partof * indeFerhnt &winthn. I no concerns (x)rre $5 no othw nrs o)nnKt#Jn to t¢ in thi4 port In OTder to ènthe a prrper undejIj olthèfmwa Stat kn b& [h8. UH olour rnport This repart is m* bj the th¥ty's trusi¢e¥, a tK4ty. pw14 1h8 Ch•>ties Ipulnts •KI Repjtsl RtyulJns 2W8. Our has teen und&tsken so m¥Jhtstate to ¢h¥EV5 trustee5 those rnalrs we ¥e NuirEd to state to trm in auditorf5 reP)rta forno olher purFQ5e. Tothe exlent Fmitted ty I, tn th) rnt W orawrr wwtsltylo otrr than the charity and tt¢hwiV¥lN5es a5 a. fw115 IEM QPilffj$Tn hm fcrfm•J. Samlr Sh•h FCiATII mon Lt• Ltd London EC2A48A . 2910512024
AMERSHAM UNITED CHARITIES STATEMENT OF FINANCIAL ACTMTIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2023 nth fvn . D••v4nat•d fvndl fundi . OMrbthd 2022 2022 Othertr•Jing Ktri lnyestrnts .)7 151 7J7 146 Totsl Incom• 93,531 97.045 97.191 nd R•sry fvnd¥ 1101 2,401 51,716 51,746 10.131 10.131 Totsl •¥p•rKIMur• In¢om•lorth• yMr 43,831 Nel gar($) on 6.047 12,n7 (627n 15,5881 111.8651 N•t In¢orn•lorth• y•arl N•t rno¥•rn•nt In 1,213 15,44 24,771 Fund 1 Jwuwy2023 rJ7. 2. 2,634282 3J7,172 2.402,339 Fund b•l•fi at 31 OeG•ffl 2023 287,263 2,403.n3 2,), 237,385 2,398,897 2,634,282 $t of ts11&9 iKIKles al •MI e5 W1¥5ed . Al )re ¢thits"nulng
AMERSHAM UNITED CHARITIES BALANCE SHEET ASAT 31 DECEMBER 2023 Heritage assets In55tments 2.325218 2,313271 251231 IS99.178 2.564,502 Currerrtamets 1,425 117.791 Ca¥h wd in hd 137J8 138214 115.4041 119.21fj 113.9981 Cr•dltorn'. ifflounts hllnB dy•TAlthkn on•y Net¢urrent a55ets 122.810 1(15218 Totsl iM•ts I•M cUt 2.711. 2,869,720 cl0. •mDunl lallkng du•aft•rnwJrnth•n on•yeir P1.C(Ql 135,4381 2,634,282 kn¢tsm• fvn En¢TentfUnd$- tna¥J Unrp5trithd fvnds 2.403,rr3 2873 2,,897 237,385 2..96 2.634282
AMERSHAM UNITED CHARITIES NOTES TO THE FINANCIAL STATEMEpirs FOR THE YEAR ENDED 31 DECEMBER 2023 Aeeounllng 1.1 A¢counllng The finan&l 5t•ments tttn prep¥gJ in •xgxlw wth the Ad XJ11, FRS 102 FINL)d ReFlyb. 4p UK Rewbkoflrel•NI' fFRS 10T) Che5 SORP'Pur¥Jnting Repybng ty Chiis. Statenl of Rn11d apFth kn ¢wthes prpw"TrJ th&"r nts in •>j)rd FinaTh7I Re1K)'r Stand¥1 4t44e in fv UK •vJ ol Irel IFRS 1021. leff#tro 1 X1191. Th (hty is Putk Berfft Entity as definejj ty FRS The siaterrents hrn d¢patrd from ts Chte8 Rryrtsl R8gULi1 onty ts th• extent requiTrJ to provKle atnje f•'r depts8 has 1fvrj fokry ts SioterMld Prthfrjr FRS 102 rather than the of ts SMt cl RecUnnrded Prarg Is [lj to wi the ReguiDns tArt whKh ha5 sinr• Ln ithdram. 12 Chithible fundi Un$tcted tunds are •abè at the de1Th olthe Irustees li fvrttvJK¢ oftr ot4th$ Ollts whith fva not been thsuned for DtknwryK>ses. End¢Thment lunds rnwesenl those tS musl te the th•ty, Ihe Ahn5t¥)Uses. Ir on the 8ndownl fu15 te used the of the chty d Is dJe a5 income. Any 1.5 AJI TÈ¢t#JnisoJ in tr Slaeftrt ol knibe5 IAl IYKe h¥ to ts IuTK15, it k% probablo th ihe the Munt te njrj reb"&ty. 1.4 &p•ndltyr• Liabilibes are reco3ntse as exFthJre a5 a5 is a oNJn cunftithng the tharity to th eXpendrtJ, rt is prob&4e a Msfer of bwfits t¢ in 5etlwnent the aftnt of Lhe oblgatK)n can L measured Idiabty. ExtAlrtwe L5 xcoJnd bay5 •KI ha5 kn da5%j under heajings that i9regate 11 cost bw"s consthntwth the use of res. 1.5 H•rltagq ismts Sir William Drake's 1I5s HIe1 WsAn51Mses ¥YerE 1875 •A1 trwe ofts ct As they are henttye assets SORP IFRS 11r21 twn iKJLbJ in ts axnts at a5*ts n to te 1.6 T•xatlon Mm• unr•1trfc UThrutrlcl•d fund•
AMERSHAM UNITED CHARITIES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023 Totsl fvn Dn•led fun nd• DUrlId 2022 151 146 146 2022. TnNI, •xp•n¥ rltsg••iMts At1 20fJ 2,313.271 11,947 At 31 D•r•nthT2Dll 2,325218 The 6 Dres amshjuses were trlt in the l 18th 1W2 into 4 ththJs. ThÈ g am5houses buitt in 1875 and M(¥j in 2017 into 7 thMtn9s aKI gjmwrfe (rf a of one tsdrcAn commun gwden5. No vaue ha5 been attrthrtrt trj the ¢05t out In 1970, hter wuir&J under SORP FRS102 to in&Jde the propertss a lar th. Tr Trustees oThiJer the fa.r Val Imakot v&xl of Ihe eknn exi prDyb'e5 to be £2.7,[)117 . resl*l at £2j7,iKI bas•J Ire[¢rl vakth ty knlng 4, on 7 J 2017.
AMERSHAM UNITED CHARITIES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED R)R THE YEAR ENDED 31 DECEAIBER 2023 2022 251,231 2022 CF RuferAhgJbJie PbJm Fwwj Chrn>) InStrn Fund. yOg Per9)ns& Fu1 68,141 33,WJl 70.610 92,013 31,883 CIF $hrn- Repa'rFuTrJ COIF Charlts ElhKa FuTrJ 81,185 251231 D•lrtorn 2022 AftuM f4lllr4 du•tAIthIN on•yw. 1,425 Cr•dhor•: Imtyjnts f•lMng du• *hln OM y Other 12.884 11.7 15,404 13. cl0. •fflountsWlng du• th nbx• than on• y• 2022 21.Ik)) 35,438 10-
AMERSHAM UNrrED CHARITIES NOTES TO THE FINANCIAL STATEMEKfs (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023 10 n•tMMts Dwlgn•d fvnth Totsl fund• fvnds ]22 Fund at31 represenled ty. lrrt3ge asseL4 In¥ethtnts CuThent xsetslOiltsl Lry knn 2325218 . 78 2?25218 2.313.2T1 2 J13,271 251,T31 1C6,218 135,4381 185,453 122,810 121.tKIJi 167,e 1C6218 (35.4381 122,810 121.(Kl 287J3 2.403.723 2.,986 237.3B5 2,M,897 2,634,282 11 Ilo¥•m•ht In Fund• N101ffj123 fur$ At31.12.rJ Unrestsictsd Fur Genwd Funds 49,878 287263 Endument FrS Endom8nl Fund 2,403,723 TOTALFUNDS 2,634.282 ,704 2.69],986 Kkn*nwtin fu (knreslthj FuThJ$ Generd Funds 93.531 149,7tfji 6.047 49.878 Efidtrmftt Fund TOTAL FUNDS 149,7(1)I 12.n7 12 Rdthd prty 11