Lady Antrobus Trust Report of the Trustees and Unaudlted Flnan¢lal Statements for the year ended 31 DÈ¢ember 2023 Charlty Number: 207511
Lady Antrobus Tru Ind to th¢ Un•udlt•d Flnand•l Stat•ments for the ar end•d 31 December 2023 Lryal and Admlnlstratlve Detal Report olthe Trustets Independent Examlmerfs Report Ststemert of FIn•4 Ath4111e5 Ststemenl of Flnanclal PosltlDn Note5 to th• FInd01 St•tsments
Lady Antrobus Trust Legal and Admlnlstrative Detalls for the year ended 31 Decembèr 2023 StatUS The organisation 15 a charity administered under 3 scheme re8istered with the Charity Commission for England and Wales. Charlty number 207511 Prlnclpal Address Antrobus House 39 Salisbury Road Amesbury Wiltshire SP4 7HH Trustees Mr V P Smith Mrs M H Ayme5 Mrs B L Fisher Mr R C Crook Mrs A-M Tomblin MrPCMonk Mr P Tjaytock (Chairman) (Vice Chairmanl Bankers Lloyds Bank PLC PO Box l(M)O Andover BXI ILT Charities Official Investment Fund ICOIFI CCLA Investment Managernent Ltd l Angel Lane London EC4R 3AB Independent examlner MJK Accountants Ltd Accountancy and Ta¥ation Services 9 Barnack Busines5 Centre Blakey Road Salisbury Wiltshire SPI 2LP
ftem ofthe Trustms lor th• ¥r •nd•d 31 Dttember 2023 The Trustees hèwe pleasure in pr*sentln8 their report and the finandal statement5 for the charrty for the year ended 31 December 2023. The Trustees have adopted the provisions of the Statement of Recommended Prartke ISOAPI Accounting and Reportlng by ChaTlties' IFRS 1021 in preparlnÉ the annual repctrt and finanical Statemènts of the charlty. Leg•1 admlnlstratlve Infomatlon set out on page I lorms part of thls report. STRucfuRE. GOVER14AACE AND MANAGEMENT rw¥•rnl documert The charrty Is controlled by Its 8overnlnK docurnenL wobate of the wlll of La¢ty Antrobus date(114th Aprfl 1923 and Scherne of the 315t January 1974 TheTrurt•es The Tru5tee5 undertharty law, who served during the year and up to the date of this r•port, were a5 follows- MrVPSmrth Mrs M H Aymes Mrs 8 L Flsher Mr R C Crook MT5 A-M Tomblln MfPCMonk Mr PTJayco¢k Chairmanl (Vice Chairma#l OrA•nIt¥I rtructurn The ièdy Antrobu5 Trust Ss an unlncorporated tharity. TTUSte•s are petsons who through resldence, occupatlon, empk)yrnent, Publ service or otherwlse hlve speclal knowledwt of Amesbury. All trustees are COVOPtatt. RISK MANAGEMENT The trustees have a duty to identify and review the rfsk to whith the charfty is exposed and to ensure approprlate ontrols are in place to provTrde reasonable assurance a6alnstlratsd and error. OWECTIVES AND ACTv4mES The object of the charlty 15 to preserve Antrobus House. contents and grounds for the bènefft of the resldents of Amesbury and any charitable Purpose for the inhabitsnts of Ame5bury for whlch provi51on is not made out of the rates, taxe5 and other public fvnds. The Trustees have considered the Charlty Commisslon's guidafiee on publit benefi( Induthng the 8uldance 'publk btfiefrt runnlng a charlty IPB21'. CortlN•d on pay J
Lady Antrobus Tnst lor th• yr•ded 31 Decemhr 2023 C¢ntlnu•d from p•y 2 ACHIEVEMEPnS ANO PERFORMANCE The work of the Trtsst Is to oversee the maSntenance and use of Antrobus Hovse. whlth wa5 commi551or6ed by Lady Florence Antrobus as a memorial to her 50n, Edmund, who wa5 tra8icèlly kilted in the Flnt World War. Lèdv Florence wanted Antrobus House to provlde a soclal tentre for the people of Amesbury. and the surToundlng area. x) they would have a special pface in whh to hold meetlng5. lectures, partles. and communsty gatherings. Our amazlThg Manager, Cathertne Dunning. and her t&am of 4 part-lime catskers, work hard to make Sure the bulldlng and grounds are in tip top condltlon at all tlmes. and, after discussio# with each hirèr, they set up the venue as qUoSted. A mernber of staff Is on hand at all times to help with any last mlnutes than¥es or quèrit5 and thls means 8 5tress-free tlme for anyone hiring Antrobus House. We could not opeiate so well wtthout thelr hard work and dedi¢atfon Many local groups and organlsations use Antiobvs House on a fegular bast5. These include 8roups such as Tae Kwon , children's balltt, pllates, fftness for mèture people and yoÉa. We have 4 separate yoga cLasses and until recent one speclal class for pregnant mums. Local or8anlsations 5ncludln8 the Frtendly Tuesday aub, Amesbury Evening Wl. Amesbury History Society and the Medal A5s0clatbDn also hold meetirqs on a weekly or monthly basls. 8esides these re8ular bookin8s, we have hosted numerous local tharlty and mmmuTrity events throughout the year, includin8 some organlsed in assoaation Trwfth the outgoirg Mayor Of Amesbury. In November 2023 Antrobus House was a8ain chosen a5 the startlng point for the Remembiance Day Parade and 460 people of all age5 took part in the march from the House to the War Memorial near St Mary & St Melor ch¥rch where the sete of Remembrance was held. Antrobu5 House was used as • Pollln8 Ststbn for the 2023 Ttjwn Councll By-ElectloAs and for the more recent Police and Crime commlssioner electlon. The out-¥olng Mayor of Amesbury chose the House for her Mayor Makin8 Celebr•tlon and the Aa Board have also held thelr meetings there. In the summer of last year three local secondary schools a8aln chose Antrobus House as thelr Proms Vtnut and • nearby Prlmary School held ts Leavlng As5emblylor Year S students In the Edmund Hall. We have hosted rnary famlly partles, numerou5 weddlngs & weddlng reeeptlons and also a small number of funeral wakes. Wedding Shows wère a150 oryanised In Ortober 23 and February 24 for prospective couples and thelr famllles. Local businesses and Organisatn$ have botsked Antrobus House for meetinas & trainln8 days - they speak of excdlent fxilitie5, helpfvl staff and good parking. Many have returntd tlme and agaln durlng th year. In May 2023 we sald a Sad pcdbye to the Hauntiw- that Is the 6 metre hlgh statue of a WWI soldler whlch had Iraced our front lawns for the wevlous 9 months. The statue drew a lot of Interest from far and wide and we welcomed many new vlsitors to th& Hou$e. Local school ¢hlldren especial enjoyed their vlsits. We continue with our plans to have our own ststue on the front lawns- but h wlll be nowhere ne4ras big. The Houso was offered as a "Warm Space" on Tuesday aftèmcJns for anyone wantln8 companlon5hlp. The Broup has contlnued to meet and rè-named Itself Tea and Chat. They spearheaded the production of a display made up from over two thousand knltted and crocheted poppie5 which adorned the 8ate and front railin8s of Antrobus House forArmi5tlce Day. In May last year 70 people enjoyed an Indoor 5treEt party in the Edrnund Hall to celebrate Klng Charles Ill's coronation. The decls6on to hold thi5 celebratKJn inside. rather thaft outside on the rear lawns, was made because in previous years similar events had to be stopped haK way throu8h due to torrentlal ialn and we dr't want to have the day spolled yet a84in. Contlnu•d on pay 4
i•dy Antrths Truxt Repurt oftr Trufjh•s forthe ye•rended 31 Drnh•T 2025 Contlnyed from 3 With regard to the maintenance of the building itself. the loft has been pr0fèssl0nal deaned. and at the same tlme was checked for water In¥re55 and later new Insulatlon was lald,. new safety rallln85 have been installed on the flat roof area which has also benefitted from beirjg repaired.. the parquet flooring In the Edmund Hall has been sanded and rtrcoated and the water in8ress in the Verey Room has been haf£ed - fingers crossed that it stays that way. New spted restrlction Signs have been palnted on the drlveway: a 3 yearty tree survey was carrled out and a defibrg118tor has beèn purchased. Next year belng 2025 we wlll be welcornin8 everyone to help us celebrate 100 years of Antrobus House. Various events are being arran8ed throuBhout th year. The Trusr is proud of Antrobus House, and would like evèryone in Amèsbury, and the sulround1r area, to enjoy It as much as we do. We are doing eveMhln8 we can to allow Ladv FlOnce'S legacy to contlnue and flourlsh so th•t Antrobus House will be there for fvture 8eneratlons to I¢ and erlDy. argaret Aymes Chaimian of the LadyAntrobus Trust ontlnu•d on pw S
Latty Antrobus Trurt for the y•arnded 311)ec•mlJer 2023 Contlnued frnm p•A• 4 FINA14CIAL REVIEW Resefftj pollcy Tht charlty has no restrocted funds. STATEMENT OF TRUMES RESPONSI8IUTI£S The Trustèes are iesponsible for preparin8 Report of the Trust¢e5 and the financial statrments In attordance with appllcable law and Unlted Klngdom kcountin8 5tsndards (United Kln8dom Generally Accepted A¢¢ounting Practlcl. Company law requ5res the Trustees to prepare ftnancial statements for th finandal year which give a tfue and lair view of the state of affairs of the charlty and of the Tncoming resources and application of $oUr(e5, Sncludlng the Income and expendUle, of the charity for that Ferlod. In preparln8 those financ1 statements. the Trurtee$ 3 requlred to select sultable accounting poudes and applythem consistentfy: observe the rnethods and pr4nciples in the Charity SOAP: make jud8ements and ¢Sm?te5 that are reasonable and prudent- prepa the financlal st*ements on the goln8 concern basls un425s It Is Inappfowlatè to présume that the drfity wlll continue. The Trustees are responslble for keeplng proper actountlng records whlch dlsclose wfth Masonable accuracy at anv tlme ihe financlal posltlon of the charity and to enable them to ensure that the ffnancial statements comply wlth the Char$ kt 2011. They are also responsible for safeguarding the ossets of the charity and hence for taking reagonable stepsrfor preverbtlon and detection of fraud and other Irre8ul•rftle5. Appmved bytht Trurtees on ............................... . 2024 and slgned on thèlr behaff bv r5 M H Ayme5 Chaiman
Ind•p•nd•rt Eumln•rfs R•port To the members ol Antrobus Trust I report on the accounts of the ¢har4ty for the year ended 31 December 2023 whlch are set out orb pages 7 to 12. Re5P•Ctlv• responslbllltl•s of the Tru%t•es and •MlIner As explalned more fully in the Statement of Tru5tee5 ResponsIbilles, the Trusttes are responsible for the preparatlon of these accounts and for bein8 Satlsfied that they give a true and falr vlew. The Trustees conslder that an audtt Is not required for this year under section 144121 of the Charltles Art 2011 (the 2011 Art) and that an independent examination is nee(led. Haviw satlsfled myself that the charity 15 not sybjert to audlt under company law and is eliwble for independent examination, It is my responslbllity to: examlnè thè accounts ufider settknn 145 of the 2011 Act; follow the procedures lald down in the general dlrertlons 8lven by the Charlty Cornmisslon under settion 14515llbl of tbe 2011 Act; and stste whether particular matters have come to my attention. Basls of Independent eMamln•r's rnport My examlnation was ¢arrled out In accordance wlth the 8eneral dlrertlon5 glven by the Charity Commls5ion. An examlnation includes a revlew of the accotbnting records kept by the charity and a compar150n of the accotsnts presented with those records. It also includes consideratlon of any L¢nusual items or dix1o5ures In the accounts, and seeking explanations from you as trustees Concerning any 5u¢h matters. The protedures undertaken do not provide all the evidence that would be required In an audit and Consequent no opinlon 15 fven as to whether thè accounts present ) "true and fair vievf and the reptsrt Is Ilmlted to thos¢ matteTS set out the statement below. Indwnd•nt ex•mln¢rfs stat•m•nt In ¢ortnertlon wlth my examination. matter hai come to my 3ttention= I whlth 8lYes me reaonable cause to belleve that, In any material respert. the requlrements.. to keep accountlng records in accoidonte wlth sectlon 130 of the 2011 Act.. and to prepare accounts which accord with the accounting records and comply with the accountin8 requirernents of the 2011 Art have not beert md; or 2 to whlch, in my oplnlon, attentlon should be drawn Sn order to enable a proper understandin8 of the at£ounts to be reached. MIK Accountants Ltd Accountancy & Taxatlon Servlces 9 Barnack 8us4ness Centre Blakey Road Salisbury SPI 2LP Dated.. 2 AhJK¥ts 2024
Ststemèiit of FIala1 Athttles IlndudlTr8 summary In¢vrne and expendlture •tcount) forthe r •d 31 DeCemTIO11 2023 2022 Note IncDmlw rnsourc•s: Artfvltles forpn•ratlwfvnds Room hlre 81,592 69.527 In¥•stmwrt Intoffle Divldend Income Interest Income 41.480 2,146 42.843 243 Grants •nd don•fjon5 Local 8rants for speclfic Coronavirus grants Donatlons 2,667 528 i.soo T¢)tal InuNnlwRMurcos 127,708 115, Costs ofpn•r*tlx8 fvnth: Dlre¢t costs 132.469 136.826 io I,iis 970 T¢M•I •wndlre 133.584 137.796 Net Incom•l{•xp•n¢Nunl 15,8761 121.1881 GaInlI)Ssl on In¥esknents - realised and unrea115ed 99.712 1175,7411 N•t4Mtyn•llexpenthure1lr ma¥o•rnntln lunds 93.836 196,9291 Reconcillation of funds.. Total funds at l January 2023 1,872.B18 2,069,747 Totst fun& •t 31 D•¢•mlJer 2023 1,966,654 I,B72.818 AU of the al)ove results are derfved from Continui acti%Aties. There were no ¢)ther retO8nlsed qains or losses ther than those stated abo¥e.
ft••tstsrndllwnb•r. 107511 2023 2022 Ie Land and Property. Equipment li 12 562,502 1.944.119 L842A69 Debtors Cash at b•nk 2,340 66.27S Acuuals& Defetted i)rne Other Cftdkorj TtIDnad Sodal Secuilty Bounce Loa) Z6,1 527 3,309 18,124 946 2.656 3.6L¥J 25.526 14 3J.642 Toil ttttttr 1,871818 Unrrtrthd funth.. Revenuefund RlIat re5eFVe 814379 L152.275 82Q1$5 ¥052363 TotslAnds 1.966,654 The ftnanclal statements were approbd on ... TrtsstesaThJ siinEd Dh ltsbeh•lf by.. . 2024 and •uthorfsd for Issue by the ¥rg CIAonk Ve(halrmTr
L•dyAntrobusTnJrt Notes to th• Flnand¥l St•tsrnents forth• r ended 31 Dethmts•r Z023 l. kcouhtlni polldes al ThE flnanci•l statements have boen prepared under the hi5torl¢al cost convEntlon. exttpt for In¥e5tments whlth are Included at market value and the revaluarion ol £trtain fixed assets and in accordèTrce wlth the Charltle$ 50RP IFRS 1021 'Accountlng and Reportln8 ty Charltle5'. 51atement of Ilecommended Practl¢e appllcable to chor¢ties preparin8 their accoursts In accordance th the financ1 fteportln8 Standard applkable Sn the UK and Republk of Ireland IFRS IQ21 leffectfve i Jarsuary 20191.. Financial Reportin¥ Standard 102 the Financial Reporting Standard applICab in the IJK and RepublK of Ifeland (FR5 1021, and the Charities Art 2011. Lady A#trobus Trust meets the deftnitkin of a publk b•nofft enttty under FRS 102. Assets and Il)bd$ ¥ Initi•1 recognlsed at hLstorkal cost or transartn value unless otherwbse stated In the revant ac¢ouftt+ng policy notels). bl All Iroming resources are Inrluded In the statement of ftnancial a¢tIvit5 when the thartty is entitled to the Irctsme and theamount ¢an be qatffied wtth reasonable accuraty. cl ÉxperKÉlture Is xcounted for on an accruals bosis and has been classified ufider headlws that awe8ate all costs related to the calegory, Where costs unnot be direct attributed to parttukr headlngs thty have beet) albcated to artivites on a basis consistent wlth the use of resources. dl EYndttu On fixed assets 15 Capkald extept for expendlture incurred on the replattment of assets ol ksw value with a short Ilfe. Repair, renov0# and rtplacerneTrt expenditure Wrftt off as expEnd¢tur• In the statement of flnancial actfves. The tost of fixed assets Is their purchase cost together wrth any In¢klental costs of acquIsn, wtth the exreption of fixed asset Investrrnts whlch are statd at market value. el Go¥em•n¢ ¢o%ts ide •ll expenditstrre whKh rs It directty related tothe tharltsble actlty. This includes arThr, •nd 501thrs' fe¢> 1 14•t Outyolni regouY¢es for th• y••r Thfjs Is ft•rchar8lng.' 2023 2022 IrthpendeTht examlner's fees L115 970 No Trustees. nor PErson5 ¢onnerted with them, re¢tfved anyemolument5 duri the year. Taxaiion T charkty 15 exernpt from tsx as all Its Ineomels Charb and Is appld for ch•rttsWe purposes. Intorn1wf•Ur from 8•Mrat•d fvnd% 2023 2022 Room hi 81.592 69.S27
forthÈ reThJ•d31 D•(•rAr102J 2023 2022 OldendI an dewslt Intqfest 4L480 2.146 42.843 243 43.616 •nts•nddonDtSDnE Wiltshsre Council grantIDr Hguntirysststue exhlbthn IZ022.. lJso•fftsburyCoundq Wittshire CouD¢il CGYonaYlrvsyants [)1tIons1oftI statue exhJbftior rkjnatlons In rnernory of N E Morrfson. fvrmErtrustsÈ Donètion5 for the poppy display 1,667 850 515 Support Costs T¢tsl Wa8e5 & Salar5es 76,2Z7 74227 70,259 Mana¢Èment costs 56,242 56.242 6&567 1.215 3.1 9YO 133.584 137,796 2013. 2022 Eveni costs The Haunfjtys 5tstw•¥NbftioTh costs Staff tOSts- ¥Yage5 & salarie5 Water charges and bJsine%s rates Insurgrte Central he¥4011 Elethcty House mahr•h•ncelrepatr5 Ground$ mainlenarKe Adrnlnlstiat&)n & office c P¢ofe55knnil f•es Oookkeepini Bank l¢Jan Interut Deprec1#1equlPff 4.623 L4Y 76.237 954 5.9)7 9,06a 4.6*1 70.259 3,0 23,113 1143 38,349 J.051 1,356 1.40) 1.551 1.874 L401 339 912 13 2023 )22 Ind•p•nd•ni •x•mln•es h•5 L115 97(1 L115 970 io
L•dyAntn>bus Yn Pl0 to th•Fkn•nd•l St•t¢ments lorth• r erthd 31 Dq(•mbtr20ZJ nd and 8uHdlws E4tslpmont Tot41 At 012an¥Jary 2023 Addltion5 At 31 December 2023 559,764 920 Z,750 3.670 560.684 2.750 563,434 559,764 At 01 January 2023 thèr8e lorthe perlod At 31 December 2023 20 912 932 20 912 932 Il•t book vlu• At 310ecemb¢r 2023 559.764 2.738 S62,S02 At 31 DecembEf 2022 559.764 AntrDbu5 House. de5igred In the Queen Arthe sty. was constwcted 192 Cost Is stated at • nomlnal of £1 In fft$p•rt of the freehold prop¢rty plus capital improvements carried out sln¢e 2018. For insurancé purposes li is valued at E4.635J4D 12022.. £3,880.6001.' ¢on5equentty no depreclttlon is provthd. EqU1pnt. beinq the defibr411ator purchased In the year. isdeprociated It 25% re(kFdw l4Ce. fvnd Totsl V•lu•tlon Atol Januory2023 ReILtIOnS Olsposals At 31 December 2023 1,139,7410 106.486 142,265 16,7741 1,28U¥)5 99.712 1.146.226 135,491 1.381,717 Provlslon lordepredttlon and ImlMnt At 31 December 2023 At 31 December 2023 1.246.226 135A91 1.381.717 At 31 December 2022 1 139,740 142,265 1.281(X15 InvestmÈffl¥ are held by CCLI In¥ertrnent Mana8*mEnt Ltd who m•rwge funds on b•half ol COIF. Th• h15torlc Cost of Investment was.. COIF Investmentft&nd.. £213.2S512022.' £213,2551 COIF Property fund: £56.83212022.. £56J321 li
iadyAhtrths Tnt fi>rthe 13. Debtavs 2023 2022 (Ither debtor5 and prepayments 3.608 2,340 Cr4dltots: •nwwnts du• wlthln y•ar 2023 2022 Othef credltors Ta¥atlon and Social Securlty BouDc* Back Loan uua15 & Deferrtd ift¢c¢me 527 3,Y09 2.656 26,2C6 18,124 33,642 25.326 15. Cr•dltryS: •rnOIIIIts dua aftw y•ar 2023 2022 BouKe Back Loan 7,200 10,8C 7,21 10,800 This loan Is repayable over the remainin8 three years and Interest is charyed at a rate of 2.5% per annum. 16. M¢Miment kn fublds Net movement In funds At 01.01.23 At 31.12.23 Vnrestrkted fvnds 1872,818 1,872.818 93,836 93.836 1,966 654 1,966,654 Net movement In funds. Indu¢Jed in the above are 03 follows.. Incomln8 resources Resour05 expended Pknement in funds Unr•sirkted Funds Revenue fund Revaylatlon reser%t- GalThlllossl on investment Total fvnds 127.708 133.S84 15,8761 99,712 93,836 127,708 133.584 12