ch￿ttY v•glstrth nunthf 20￿33
AMERSHAM UNITED CHARrriES
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2023

AMERSHAM UNITED CHARITIES
LEGALAND ADMINISTRATIVE INFORMATION
(Re&wl 01￿2r￿)24)
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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 thwit*S KKep￿ ththr aD*unts
[dan￿￿￿th Finawa Rewrb'ng Sthjard in UK RewbkoflrelaNI IFRS 1021 leffttti¥t 1 knuary YJ191.
with the ch￿S governiThJ (k￿n￿nL fv Chth kt 2011 "I4xrtJnW ￿ Rem"NJ ty Ch￿be$.. Stamnt of
UK and RepuNK ol Ireland IFRS 102)" leff&th 1 Jaw¥y20191.
The object of the Cha￿ty LS to seThE ￿ rned5 of Cdtthl •* To rr*et 1145 obixtr* tr* Ch*ity sook5 thwitable
Theot*s of hAh>￿Se Chth aè..
The res*Jents 01the￿MSh￿SeS must be in r*d ae re5th1at mi, m the fcknw ordorrfyty..
lal The m of Lwefit Ibl of Lee, Icl the ¥ea
In ald￿On to obsemng the qUar*a￿S, wiitsYJ trj tr* Dw15 InJd8&s shrwk1 prlth trj
mombers of the Church ol Engl•vJ.
Theobiects ofts Young PersryN thE aE.'
The owt of the y￿r￿j PeTrJns FuThJ uThlw 21 T￿ •1 of fin•v
a￿S￿ce we in the ¥ea01ter￿ fwlhe rekrfof t*d, h*dship or dt5trE55 in the aw.
Th¢Tr￿101$ mty ¢¥ryfArt Ihis c4¥tty.
. m*in9 grants iThlr4*Jua15. CKtAlwe IowwF6." or
. pro￿oIng forgoods, ser¥w Or1￿1￿*S IN them. L¥
. makjng grants of fftheyto othw Fefgms them
In éXL*pit¥)* the Tnjstees mty d&>Jekn assMt>rnff* I*￿ L%oil￿e ￿".
$￿￿entOUtsk1e the wea of benefi¢
Dnty temFrfJrariFy ni th¢ *Ea ol L*nthSt
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 trarvv*s wd kn IPS￿￿ to tlw
A¢hlevwrnnts Ind perfonNn¢•
Rwtine MWnten￿C* ￿kS h&t be￿ c￿j ￿. 14)• hm bew
Addl￿)n￿"L*nI 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 reth*xJ r* r* WKI of >w, a5 too resthnts ha*E W H￿￿r,
n￿rn.
tt is to sewth for new w¥kntstD fil li atthe staiof tr24.
Trnsleesdpj make a g￿lDf£29) in 3)2312W£OI thB Y￿r￿j •K1 P(*x FuThl the >v.
Fln•n¢l•l r•vl•w
l. L* Ch¥ty cw*ed at of£43.977 I￿.. iKtTh
m*kntva* ofU* UT¥e5tswts irAyw•J trty£11727 ￿2.. d￿aSed£ll,w.
is the p)* L4 fv ¢h•ty threstithd thjnds twi thswJna&l fN a ¥e¢ifK use te ffl*ned at a
yuryaknt to between Ihrne a*J 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 ct￿S￿leral￿M w¥r& in
fufds rawj. gl rBW%* ha
Plini lorfulur• p•rloth
The TFustee5 we stll Fknnin9 ID go thèaj wth ￿ ￿rale at Dr*e's VJo￿$ h￿e teen dèl•*d a*afc
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 CO￿p￿n wlo*ths ter#J
requi￿￿￿nt
Ch*ity i% an Unir￿01porated chty. The Tnthj l) (xxrth ts Cl*ity ts 8 Ch*lable 15 ongtin9
d shoukj see Injthjn w¢yJnd the ervj ofTr24.
During 2023 the￿ a pBrh)J of uph*a. A t*t*ew tre Chw Cknk. ThTS in Tr)tre bwrry gra￿ to
terrninats the Gkrk'5 ¥￿Intment Tho Char, quW ty t*0 TDJstees. resigned tyler ￿ unrdated incthnt that arose fr
a M*jKa￿Ualf￿d Tnth teuvj ts) one of was l*en ￿. 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
lal￿nship the crwJitcff5 Ch¥ty. A ft4bkn has Ottwjed lo reyjn in eth J)24. To endé￿ lo rebJn the
Tnjstee BO3￿ lo lull W￿Mtv$hP a repI￿r￿tTnj5tee h85 *e* Lw rtropted Ihe Bo*d cryuing wth the
rolwanl nominabjn toJ*s to ￿11 a furth￿ kni d the wwies. The Trustee5 we *0 in d￿$s1)n a surtth person to fill the
Y￿nI pJ$'bDn of TrB*urw, rt i% rwAyet L*¥ *4*ther ¥Yth ¥J a Tr&*8. htrH8¥er, the Board's uikntiw, rf
￿￿1b￿, to retrJrn lo tts ful numlwofTw51￿ as (*taknd wthm the G(h￿ing
The Charity ha5 reC￿ty [￿eP￿d 8 a frmr Trustee Nuesbr•J from the Cknk
frcffl the Charity desoibe 45 Tr stsE5s thL% has ￿j$thr and Ch* sh(#Jkl tae s*ps to
r• the atyd efflolhjna rewtab￿l cw*J. Tl4 a I¥￿st for I￿$13, ha5 teBn pa5ed Ch￿$
Insur
Gomrnlng documlrt
From the 29 2W18 9)￿ing fryrrvbu* ¢h¥ths, tr￿S upAfflwkn Unit&l Chth in the
Park8h OfAMersh￿ ¥Jth Coleshill. Buckinghthye.
The b*olTnJsteesforh thJitre5o>* rt.
. 3 Twsloeg ¥e ts Rth thurdnvth$ fMI St IAtys Chwt*, al rf Iho Erde￿ast￿l 01
sttt and Cr*shl P¥*h of4 yws.
. Ttysle¢s. •pr#￿j ty tsTn**e5 at n￿rIal0ra pwvj of4 y￿.

AMERSHAM UNITED CHARITIES
TRUSTEES. REPORT {CONTINUEDI
FOR THE YEAR ENDED 31 DECEMBER 2023
The IrwteestAtsJ srnd dumj the 4) ID dswjn￿rè
M Dcffl%r IRwMd olm￿24)
V ￿m￿r￿S
H Mwttan&Jone5 (ReS￿ned 02111r￿)
P mill￿er (Resigna 01111r•J231
pathtt
G NalttlResgn¢d 01111r20231
JRwn
T Bam¥d
D. skn.nnw
Alth￿rffirst￿1ln*y ￿￿t.￿j n Tn*t0es 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 nx1yt￿tsY￿. a r•Ynpknr￿tQfT￿J5lees.
Th& Chty is lth'rs to seth to fl the ￿￿&￿T￿SI￿e
The Trustee5 man&Je risk ty rrrtan$ of ts InJ5tee ￿ting5 a rtsk a55esyrvrt kVrA￿s, to di￿sS a55e55 bU￿￿e$S iisks
imFknent risk man4emtnt str*gw. This thè tyFeS of rth fv Chty fxes, in tems of potenb"a
irn￿ and likdibL￿ of *Jenty'ng ts mè*5 ID mfoJ* the rth. Tr Trustees use z wrypcl risk WLSter to reLorf *d
the risks. prrKess den￿Str*S Ihe Tmslots haE mie*vJ thiuxy tl IhB Challs r￿￿[(*. The Chwty$
COntrD￿ gjrrfryrn the gu￿1￿ ts$￿d ty the ¢h• Crfftniw.
Stat•mrrt oftru•t¢M' rn•poMlbllld••
The trustees ae rÈspDnsibk prepanng the TNs*es' ReF*Jrt ¥KI s1&er￿ts tsi L*v •¥J Unrted
ngdMIPttwnting SI￿da￿s lun￿ Prth*l.
The law wh'cable to ch•rties in ENJknd W*5 rwJKes thetDJsteestrJ 5tatwnwts tr yearwhKh gNe #
true and fair*Ay* oflhe S￿ ofaffar¥ ofthe th•ty ￿ of0* cl re￿U[ce$ ofthe chantyforth8typar.
In p￿p￿r￿j thesefinWK￿ St￿en￿ts, Ihe Irusiths *• r•wied b)..
. obsom the n*tWs wr*5 in Ihe Ch•kn SCIIP.
finanoa 5ta8rMnts',
The inJstee5 ￿ reSP)n￿ble 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 X￿8 the prDW5iMS of the thjst ¢Jeed. Tl*y • rest￿$t* for sthJu¥dK4J thè xsets rf the and
he￿e fortth"n9 ￿￿nablE Step5 for the We￿tI)n a￿1 dlTrJd •wJ oltw

AMERSHAM UNITED CHARITIES
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2023
Irustmg r8wJrt*as 4VU4*d 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 Ur*d ChwitRs (ts the )wr 31
DeCeMber￿a.
R•¥pon¥lbllWM and of r•port
CharibesPd2011 (the 2011 Act).
I rBFQrt in res￿ of nyy eXan￿￿1 of the ¢xrt seclth 145 of the 2011 In c￿r￿ry r*Jt my
¢winab'M I ha¥e al tsappkale ￿"rth5 the ChtyCrynmrys*)n under*S•)n 14515)Ibl olthe 2011 A
Indepnderrt exan￿n•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 pre￿ng their axwnts in ￿0Nd￿ with Re[￿ Sla*JJd 1gpbcable in bl• UK of lrnknd IFRS
1021 in Prefe￿nce to ￿ knunting RepNb"rvJ ty Ghwik5' Ststwtht of Re¢)>nrwKlgJ Prxkn IS￿ w 1 Xl)5
l undethd that thLS has bBen d￿e in ryderfor fina￿￿ bj •wJ lar T**h C*n•knrtsd
A(x￿n￿.￿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* Stateff￿ts do Tr)t xcfjrd b)ose ￿￿S." or
the finants￿ st*erren¢5 do con¥fy vmth the rerywewts form of set tr*
Chariks IArxrths and ReFKvlsl Rè9ulatbJn$ Oth¥th￿ ¥ty thathe gP*t a trL* •¥J fWr¥￿ i% ￿t
a mattero)nsiler&J a5 partof * indeFerh*nt &winthn.
I no concerns (x)rre ￿$5 no othw n*rs ￿ o)nnKt#Jn to t¢ in thi4
port In OTder to ènthe a prrper unde￿**jI￿j olthèfmwa Stat￿￿ kn b& [￿h8￿.
UH olour rnport
This repart is m* bj the th¥ty's trusi¢e¥, ￿ a tK4ty. pw14 ￿1h8 Ch•>ties Ipul￿nts •KI Repjtsl Rtyul**Jns
2W8. Our has teen und&tsken so m¥Jhtstate to ¢h¥EV5 trustee5 those rnal*rs we ¥e NuirEd to state to tr*m in
auditorf5 reP)rta￿ forno olher purFQ5e. Tothe exlent F*mitted ty I￿, tn th) rnt W orawrr* wwtsltylo otr*r
than the charity and tt*¢hwiV¥lN5*es a5 a*. fw11*5 IEM QPil*ffj$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
. OM*rbthd
2022
2022
Othertr•Jing Ktr*i
lnyestrn￿ts
.*)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 ts￿11&9 iKIKles al •MI ￿￿e5 W1¥5ed ￿. Al ￿)￿re ¢thits"nulng

AMERSHAM UNITED CHARITIES
BALANCE SHEET
ASAT 31 DECEMBER 2023
Heritage assets
In5*5tments
2.325218
2,313271
251231
IS99.178
2.564,502
Currerrtamets
1,425
117.791
Ca¥h wd in h￿d
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 cU￿￿t
2.711.
2,869,720
cl￿￿0￿. •mDunl* lallkng du•aft•rnwJrnth•n
on•yeir
P1.C(Ql
135,4381
2,634,282
kn¢tsm• fvn
En¢￿T￿entfUnd$- t*na*¥J
Unrp5trithd fvnds
2.403,rr3
287￿3
2,￿,897
237,385
2.￿.9￿6
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
FIN￿L)d ReFlyb.￿ **4p UK Rewbkoflrel•NI' fFRS 10T) Ch￿￿e5 SORP'Pur¥Jnting
Repybng ty Ch*ii*s. Staten￿l of R￿n11￿￿d apF*th kn ¢*wthes prpw"TrJ th&"r ￿nts in •>j)rd*￿
FinaTh7I Re1K)￿'r￿ Stand¥1 4t4￿￿4e in fv UK •vJ ol Irel￿ IFRS 1021. leff#tro 1 X1191. Th (hty is
Putk Ber*fft Entity as definejj ty FRS
The siaterrents hrn d¢patrd from ts Ch￿te8 Rryrtsl R8gULi1￿ onty ts th• extent requiTrJ to
provKle atnje f•'r dep*ts8 has 1fvr￿j fokry ts SioterMld Prthfrjr FRS
102 rather than the of ts S*Mt cl RecUnnr￿ded Pra*rg Is ￿[￿lj to wi the Regui*Dns tArt whKh ha5 sinr•
L￿n *ithdram.
12 Chithible fundi
Un￿$t￿cted tunds are •a*bè at the d￿￿e1Th olthe Irustees li fvrttvJK¢ oftr* ot4th$ Ollts
whith fva￿ not been thsun*ed for DtknwryK>ses.
End¢Thment lunds rnwesenl those ￿tS musl te the th•ty, Ihe Ahn5t¥)Uses. Ir￿
on the 8ndown￿l fu￿15 ￿ te used the of the chty *d Is ￿d￿Je￿ a5 income. Any
1.5
AJI TÈ¢t#JnisoJ in tr* Slaeft￿rt ol knibe5 I￿￿Al IYKe h¥ to ts IuTK15, it k% probablo
th* ihe the *Munt ￿ te n￿jr￿j reb"&ty.
1.4 &p•ndltyr•
Liabilibes are reco3ntse￿ as exF*thJre a5 a5 is a oN*Jn cunftithng the tharity to th
eXpendrtJ￿, rt is prob&4e a Msfer of bw*fits t¢ in 5etlwnent the aft￿nt of Lhe oblgatK)n can L
measured Idiabty. Ext*Alrtwe L5 xcoJn*d 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 H￿Ie1 WsA*n51M￿ses ¥YerE 1875 •A1 trwe ofts ct
As they are henttye assets SORP IFRS 11r21 twn iK*JLbJ in ts ax￿nts 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
D*n•led
fun
nd•
DU*r￿lId
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 Dr*es amshjuses were tr￿lt in the l* 18th 1W2 into 4 th*thJs. ThÈ g am5houses
buitt in 1875 and M(¥j￿ in 2017 into 7 thMtn9s aKI gjmwrfe (rf a of one tsdrc*An commun
gwden5. No vaue ha5 been attrthrtrt￿ trj the ¢05t out In 1970, ht￿er￿ 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,[￿￿)1￿17 . resl*l at £2j7,iK￿I bas•J Ir￿e[¢r￿l 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 P*bJm Fwwj
Chrn>) In*Strn￿ Fund. yO￿g Per9)ns& Fu￿1
68,141
33,WJl
70.610
92,013
31,883
CIF $hrn- Repa'rFuTrJ
COIF Charlt*s ElhKa FuTrJ
81,185
251231
D•lrtorn
2022
Aft￿uM￿ f4lllr4 du•tAIthIN on•yw.
1,425
Cr•dhor•: Imtyjnts f•lMng du• **hln OM y
Other
12.884
11.7
15,404
13.
cl￿￿0￿. •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.
l*rrt3ge asseL4
In¥ethtnts
CuThent xsetslOi*lt*sl
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
Endu*ment F￿r￿S
Endo*m8nl 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
Efidtrmft￿t Fund
TOTAL FUNDS
149,7(1)I
12.n7
12 Rdthd prty
11