2024-12-31-accounts

EGHAM UNITED CHARITY Reglstered Number: 205885 REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 * Mrs Jlll Reynolds (Chalr to 6 March 20241 Hythe (vacant) Mr5 DI BrSckell Ivlce Chalr) Mr Hemang Shah Mr Ryszard N4)wobilski (Chalr frorn 8 March 2024) Mr Rlchard Bank• Ms Tlno Dallman Mrs Chrlstlne Searle (ra￿VAd 31 July 20241 Mrs Wendy Mengham lappth 15 Ayg 2024) Mr$ Susan Lee Mrs Allson Edgar Mr TIM Slmmons {p•Él•n•d 18 Aptll 2024) Mr$ Anthe• Mylordos (app. 15 Ayg 2024) keglstered olNc• Gladstone House. 77-79 Hlgh Street, Egham, TW20 9HY Hon TreJ¥urr MF Hemang Shah Independent Examlner lan S Anderson BA FCA FCCA Greengarth, Thlcket Grov• Maldenhead, SL6 4LW Sollcltors Horne Engel & Freeman 47a High Street Egham. TW20 9ES The Charity's purpose is to help-pergons regldent In the area of benefit who ore In condltlons of need, h¥rd$hlp or dIstr￿S by maklng grants of money or paylng for Items, s•rvlces or fa¢llltles- whlch wlll reduce that need. The area of benefit Is the elettoral Ward5 of Egham (#), Englefield Green ID), Hythe (11 and Virginia Water lul and to be eligible for asslstance a beneficlary should nomially have resldeo there for not less than five years. The Trustees also administer two other Charftles whlch serve the same area of benefit.. Egham Educatlon Trust and Stewart's & Budgen's Almshouses. The Education Trust may tnake cash grant5 to Egham United Charity, not exceeding one half ye)r of its yeady income, but no grJnt wa5 receiv￿ from the Trust iJuring the year under review. No transactions took place between the three cha￿tIeS In the year unijer revlew. Coples of the accounts of the Trust and the Almshouses may be obtained from the Secretary. Half the chority's recurrent income derive5 from an endowment by Stewart's & Budgen s Almshouses made in 1997, one- thlrd form a 20Qkn share of Henry Smith's Ea5tbrooke Estate 116201 and the rest from a number of endownlents made over a period of some 250 years (1683 to 19H} by local benefactors and the sale in 1865 of the 1813 Egham Enclosure Act waste land. The Charity is governed by a Chadty Commission Scheme dated March 1955 as amended by further Schemes dated 24 September 1990 and 26 January 1999. The Trustees detailed on the Charity's annual return filed with the Chanty Comffli55ion are the Representative Trustees. The year marked the sad pa55ing of Jill Reynolds. our Chair for many years, who was to stand down on 7Lfi March 2024 but passed away unexpectedly on 6 March 2024. 1 wa5 the nominated Chair approved by the Trustees on 14 December 2023 and have taken over the Chalr from 81Th Marctt 2024. This year the applications contynued to atTive steadlly and at a similar pace to last year. Overall, the number of individual app5ications received was 41 which was slighvy lower than 20231451. Of these, 38 were approved. The appllcations that were not approved were either because they had been withdrawn or no further response £ould be obtained from the applicènt. Within the year, however, 45 payment5 were made due to payments for some 2023 applications being made In 2024. In addition to the Indlvldual grants èwarded, the Charity awarded 5 block grants to local Servi￿5 and schools. The Trustees contlnue to work hard to mèintain regular contact with ￿ferra1 agencies alld local oryanisation5 to ensure the Charity's name and resources are kept in mind when fSnanclal help Is needed. In total the financial support provlded was approximately £3000 more than in 2023, with the avernge a¥vard Sncreaslng partly due to Inflatlonary pressure5. Page 1 of4

EGHAM UNITED CHARITY REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 (Contlnued} A lications came from.. Local rim8 schools lg The Hub Tar eled Youth su ort Runn mede Fami Centre Runn mede famil Su ort Runn mede locali team Enablin Inde endence team Runn mede Borou h Council St John's Pastoral Care Councillors other Ex enditure cate Residential school tri Vacuum Cleaner Car etslFloorin White oods Trans Clothin and uniform Car Seats Bedslmattresses Child EducationaVRe¢reational seNices Television Other 17 Income from Charifund investments was up 5% at £22,241 (previou5 year.. £21,129). The market value of our Investments Inc￿aSed by £9,245 {previous year decreased by £8.5341 which allowlng for the net Snvestment In the year gives aggwate Quoted Securities of £363,87012023 £354,625). Bank Inte￿st increased from £1,184 to £1,898 reflecting increased interest rates and also on the p051tive side the Charity received 2 donations from the Henry Smith eenefice tota11ino £11,200, so total income was up by 24.4% to £35,339. Grants paid totalled £21,995, up from £18,275 in 2023. Overall, the charity had a sury)Iu5 of £10,683 for the year and funds cathed fokward of £525,825. The Trvstee eoard ha5 seen some movement in 2024 with the passing of Jill Reynolds and the raising of myself to Chair, and the resignation of Tim Simmons (April) and Tina Searle (July) and the arrival of Mrs Andrea Mylordos {Aug) and Mr5 Wendy Mengham (Augl. Thls bdngs the Trustee eoard to a totsl of 9. It is a privilege to have taken on the role of Chair followlng the sad passing of Jill Reynolds, whose long-siandlng leaderyhlp and cornmitment shaped the Charity over many years. I would like to take this opportunity to ft)rmallv acknowledge the professlonallsm, d111gen￿, and integrity of the Trustee Board, whose contrlbutlons continue to be Instrumentsl to our wot*. l am particulatly grBteful for the support of our Treasurer, Hemano Shah, and our cha￿tY Secretary, Andrew Riley, both of whom demonstrate a con515tent and rigorous approach to their responsibilities. I look forward to continuing to work Collaborat￿VelY with all Trustee5 as we continue to uphold thE Charlty's longstanding values of service, respect, and compassion in delivering support to those in need. Ryszard Nowobilgki. Chalr 23 July 2025 Page2of4

HAM NITED HAR RECEIPTS AND PAYMENTS for the year ended 31 December 2024 2024 2023 RECEIPTS Henry Smlth Beneflce Charifund Income units Bank interest Donations 11,200 22,241 1,898 6,100 21,129 1,184 Total Income PAYMENTS Grants 21,995 18,275 Expenses 2,661 2,757 Total payments 24 SURPLUS OF RECEIPTS OVER PAYMENTS MOVEMENT OF FUNDS Capital Fund Income Fund Total Funds Total Funds 2024 2024 2024 2023 Funds at start of year 354,625 151.272 505,897 507,050 Movement in market Value of investments 9,245 9,245 {8,534) Transfer between Funds Transfer from Receipts & Payment Account Funds at close of year 363 870 161 955 The Funds are all unrestricted Page3of4

BALANCE SHEET 31 December 2024 2024 2023 QUOTED SECURITIES at market value Holding 24,712 Charifvnd Income Uni($ 363,870 354,625 CASH AT BANK 161,955 151,272 TOTAL ASSETS 525 825 505 897 REPRESENTED BY: Capitsl Fund Income Fund 363,870 161 955 354,625 151 272 525 825 505 897 INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF EGHAM UNITED CHARITY I have examined the financial statements above together with the books and records of the Charity. In my opinlon the balance sheet at 31 December 2024 and the recelpts and payments account for the year then ended are in accordance with those books and records. A copy of my full report Is available from the Chair of the Charity upon request. Ian S Anderson BA FCA FCCA Independent Examiner- 25 June 2025 The Trustees approved the Report and Accounts on 24 September 2025 Slgned: Ryszard Nowobilski Diana Brickell Trustees Page4of4

Independent Examiner’s Report to the Trustees on the Accounts of Egham United Charity

For the year ended 31 December 2024 Charity No: 205885

I report on the accounts of the charity for the year ended 31 December 2024 which are set out on pages 3 to 4.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

• examine the accounts under section 145 of the 2011 Act;

• follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and

• state whether particular matters have come to my attention.

Basis of independent examiner's report

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

• 1 which gives me reasonable cause to believe that, in any material respect, the requirements:

• to keep accounting records in accordance with section 130 of the 2011 Act; and

• to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act

have not been met; or

• 2 to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:

Name: Ian S. Anderson

Relevant Professional Qualification(s) or body: BA FCA FCCA

Address: Greengarth Thicket Grove Maidenhead Berkshire SL6 4LW

Date: 25 June 2025