Lady Antrobus Trust Report of the Trustees and Unaudlted Flnanclal Ststements for the year ended 31 December 2024 Charfty Number: 207511
Lady AntrobusTrust Ind•x to th• Unaudltsd Flnanclal Statements for th• y•ar •nd•d ai D•c•mb•r 2024 Logal and Adrnlnlstratfvo D•ta115 Report ofihe TrustÈ*s Independent Exèmintr's Aeport ststÈrnent of Flnanclal A¥tI•$ Statement ot Flnanclol Posltlon Not•s to the Flnanclal Statements
lady Antrobu$ Trusl L•8al and Admlnlslratl Dètalls lorthe ye•r ended 310e¢ember 2024 Status The or8anSsatSon Is a charity admlnlstered under a scheme re8lStered wlth the Charlty Commlsslon for England and Wales. Charfty numbèr 207511 Prlndpal Addrws Antrobu5 Htsusè 39 Salssbury Road Amesbury WlltshSre SP47HH Mrv P Smlth Mrs M H Aymes Mrs B L Fisher Mr R C Crotsk Mrs A-M Tomblin MrPCMonk Mr P Tjaycock Ichairmanl (Vice ChaSmianl B8nkers Uoyds Bank PLC PO Box ICK)O Andover BXI ILT Charitie5 Offlclal Investment Fund ICOIFI CCLA Investment Management Ltd l Angel Lane London EC4R 3A8 Independènt ex*mlner MJK Accountants Ltd Accountancy and Taxation Servlces 9 Barnack Business Centre Blakey Road Salisbury Wiltshire SPI 2LP
Lady Ab)frobus Trust A•port olth•Trust••s farthe year ended ai Decernbw 2024 Thè Trustees have pleasure In presenting thèlr report and the flnandal statements for the char¥ for the year ended 31 December 2024. The Trustees have adopted the provisions of the Statement of Recommended Practice ISORPI Accountin8 and Report1 by Chzrf£5es' IFRS 1021 In preparlng the annual report and flnankal ststements of the charity. Le8al and administratwe intormation set out on pa8e I forms part of this report. sTrucfuRE, GOVERNANCEAND MANAGEMENT Go¥ÈrnSngdotument The charity Is controlled by its governing document, probate of the wlll of Lady Antrobus dated 14th Aprll 1923 and Scheme of the 31st January 1974 TheTrustees The Trustees under charty law, who served durlng the yearand up trj the date of thls repo¢ were as follows.. Mrv P Smith- deceased January 2025 Mrs M H Ayme5 Ichalrmanl Mrs B L Fisher Mr R C Cn)ok MrsA-M Tomblln MrPCMonk Mr P TJaycod( 1ce Chalmianl Orsan15atlonal stNcturè The Lady Antrobus Trust Is an unlncorporated charlty. Trustees are persons who through residence, occupatlon, Èmployment, publlc servlce or otheNlse have speclal knowledge of Amesbury. All tiustees are co-optative. RISK MANAGEMEpir The trustees have a duty to ldenfy and revlew the rfsk to whsch the charlty Is exposed and to ensure appmprlatè controls are place to provtde reasonable assurance agzln5tfraud and error. OBJÈcllvESAND AcnvmES The objert of the charity is to preserve Antrobus House, its contents and 8rounds for the benefit of the residents of Arnesbury and any charitable purpose for the inhabitants of Amesbury for which prowsion 15 not made out of thè rates. taxes and other public funds. The Trustees have consldered the Charity Commlss5on's guidance on wbllc benefit, Irscludlna th• guldance 'publlc beneftt runnln8 a eharfty IP821'. Contlnued on pay J
Lady Antrobus Trust Report of the Trustees lor year endèd 31 December2024 Conflnuedfrom pay 2 ACHIEVEMENTS AND PERFORMANCE The work of the Trust is to oversee the upkeep and use of Antrobus House, which was commlssloned by Ladv Fk¢rence Antrobus as a memodal to her son, Lt Edmund Antrobus, who was tragical killed in the first months of Flrstworld War. Sadly our longest serving Trustee, Vernon Smith, passed away in January 2025. Vernon will ke remembered for his dedicatSon and hard work Dver the past40 years, especially durlng the tlme hè was Chaiiman. A replacemènt is bÈlng sought. Our brillsant Managèr, Catherine jnIn& ènd her team of part-time caretakers. ensure that all clients and vlsilo have the best of experiences when they come to Antrobus House. They always keep the building in tip-top condltlon. and are on hand at every stage, from thè Inltlal vlewlng through to thè functlon itself, to ensuTÈ that everythln8 runs smooth. We are very grateful to Catherine and her tearn for all iheir hard work and enthu5ia5m. Lady Fbrence wanted Antrobus House to provlde a socSal centre for the people of Amesbury, and the suTroundln8 are4 Sothey would have a speclal place whlch to hold meetlngs, lectures, partles and communlty gatherlng On average. 14 local groups meet at thè House on 8 re8ular basis. Most of thesè meetlngs arè held weekly. though some arè monthly. These youps cover all age ranges, interests and activit1è5 from exercise and dance classes to sodal groups and 5pecla1 Interest organlsatlons. Last year, the summer months were very busy as we hosted 10 wtddlngs. Antrobus House Is Iltensed for cl1 marriages. and rnost of the couples were delighted that thelr weddin8 ceremony could be held upstairs in the Lady Florence room followed by a reception downstairs in the Edmund Hall. Catherine also organlsed 2 Wedding Show5. In the Spring and Autumn, to help prospectlve couples plan forthelr spedal dav. In all 19 local famllies enjoyed celèbratlngtheir special events at the House. We hosted famlfy partles In the fom baby showers. ¢hristeninKS, ordinary birthdays+ speclal blrthdays and wedding anniversaries. Sadly. we also hosted several funeral wakes and 2 famllSes asked forthe actual funeral servlce, a5 well as the wake, to held in the Edmund Hall, and we were ple8$ed to accommodate thls. There have been numerous community events- an Afternoon Téa concert and a Chrlstmas tontert, both for older rèsidents of Amesbury, D-Day celebrations or8anised by the TfU5tees for all the community and a summer strÈet party for local resldents. Once agaln. in November the Remembrante Day parade formed up at Antrobus Houv, befom marchin8 through Amesbury to the war memorlal In the grounds of St Mary & St Melor church. Around 450 Sndlvlduals took part In the parade this year 5ncludin8 rèpresentatives from all the local schools, marty different youth organi5ations, serving members ofthe Armed Forces and veterans. 16 dlfferent tompanies and organlsations have enloyed our facilltles for company trydlnlng and development days. They have all commented on the exceptional servlce they rtceive and the ease of parking on slte. The Bos£ombe Down Link orsanlsatlon and Sallsbury Anglln8Club also held thelr AGM'S at the House. Being an old building, maintenance is a priority. The ffire escape, 8?ra8e wlndows and doors were re-palnted and the plasterwork under the main staircase was repaired and re-painted. The floor in the Edmund Hall was rtrtated. New fire èxtinguishers were purchasod, and a tra5nlng session took place. Newfirst id kit5 were purchased. Speclal safety railings on th* flat roof were Installod, and a new brate was fltted to the acacla tree on the front lawn. The hedgerow runnlng alontside Chrlst the King school grounds was cut back and cleared. Nèw hazel panellln8 Was erected at the top of the drlve and a sectlon of chaln IlnkfencSng on the boundary was re-lnstated. 2025 will be a special year for Antrobus House. as it wtll be l(KJ ye8rs since the House was opened on 17 Jartu•ry 1925. We are planninR varlous event5 throuahout the year. Contlnutd on page 4
Lady Antrobus Tntst Report of the Tn10•5 for the year ended 310e¢embÈr 2024 Contirtu from page 3 Planning Pèrmission was sought, and granted, for a 10-foot statue rèsembling a WWI soldier to be posilion on the front lawns. This should be In Pla by Septernber 2025. We are also applylng for Plannlng PeMIsOn to estab15sh a ttèw bararea wlthln the dd caretakerfs kltchen. Two of our four part-time caretskers rered. We took on one extra person. The death of her stsn, Lt Edmund Antrobus. was devastating for La Aoren¢¢ but it is remarkable that She remembered and consldered the people of Amesbury when she wmmissionÈd a MOrial to be bullt In hls memory. Thé Trustees and staff at Antrobus House are proud and very 8ratÈful for her gfft. and work tlrèlèssly to Improvè and contlnue her le8aLy- to provlde a soclal centre for thè people of AmÈsbury and the surroundln8 area. 50 they would have a speaal pla in which to hold meet4n8s, lectures. wties and communitygathèrin8. Margaret Aymes Chairman of the Lady Antrobus frust Contlnued on pa8a 5
A•port ofth• Trus1• f¢rthe •r•Thd ai December 2024 •ntlnu•dfrom 4 RNANQAL REVIEW ReserM pollcy The tharity ha5 no restrlcted fund srATEMENT OF TRIISTEES AESPOXSIOILmes The TnJstee5 are respcn5ible for Prering the Report of the Trustees and the flnwKkil statements In aewrdance with appll¢•ble law and Untted Kln8dom AccountlnK Standèr(Is (United Kln8dom GenErty Accepted Accountln8 Practicel. Company law requlrs the Trustees to prepare flnandal ststements for •¥h financtal yearwhl¢h 8fv• a trL and f•Jr vl¢w of the state of affalr5 of the charlty and of the Incomin8 resources and appllcation of rtsourc•s, In¢ludin8 the Income and txptndlture. of the charity for that period. In preparlng those flnanci•l ststements. th• Trustees a requlred to select sultable accountlng poll¢les afid then appty them conslstentty: t)bserve the methods and princlples In the Charlty SOAP; make jud8emnts and estlmates that are reasonabl and prudenL' prepare the tlnanclal statsments on thè basls unless h bs IAwroprf•t• to w•wJmo that t cbaTity will contFnue. kv IAtr 4 The Trustees are reSporIble for keeping prvpr accountirq records whlth disd05e w4ith reasonabk ra£Y at ary tlmft the flnancral posltion of the charlty ind to enable them to ensw? that the finèndal statementscomply wlth thè CharSties A¢t 2011. They are a150 responslbl? for safeguardlng the assets of the rfrkirlty ènd herv tsr tskln8 fe450nable Steps for the pravention antl detecJon of fraud and othèrJrrÈsularities. Approved by the Tr¢Jste¢s on .. . and slgTred on their belkif by Mr5 M H Aymes Chalrman
Indeptndnt Examiner's Report To th• members ol Lady AntrObusTrrt I report on the accounts of the charty for the year ended 31 December 2024 which 3rÈ set out on pages 7 to 12. Respertl¥e responslblllt5es of Ihe Trustees and •xamlner A5 explained more fulW in the Statement of Tru5tee5 Responsibilities, the Trustees a rèsponsible for the preparation of these accounts and for belng satisfied that they 8ive a true and fair view. The Trustees conslder that an audit Is not requlred for thls year under sectlon 144121 of the Charltie5 Act 2011 Ithe 2011 A£tl and that an Independent examlnatlon is needed. Having satisffled myself that the charity is not subject to audit under ¢ompany law and is ellgible for independent examination, it is my responsibility to: examine the accounts under sertlon 145 ofthe 2011 Act; follow thÈ procedures lald down In the general dlrectlons glven bythe Chartty Commlsslon under sertlon 14515llbl of the 2011 Art,. and State whether particular rn3tters have come to my attentlon. Basls of Ind•p•nd•nt examlner's r•port My examlnatlon was carrled out In accordance wlth the general dlrectlong glven by the Charlty Ctsmrnisslon. An examination includes a revlew of the accountlng records kept by the charlty and a comparlson Df the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seektng explanations from you as trustees coneeming any such matters. The procedures undertaken do not provlde all the evldence that would bè required In an audit and consequently no OPiAlon IS 8fven as to whether the accounts present a "true and fair vievr and the report Is Ilmlted to those matters set Dut In the ststement below. Independent Èxamlner's Slatement In connection wtth my examlnatlon, no matter has come to my attention: I whlch gives mé reasonable cause to believe that. In any materlal respect. the requlrements., to keep accountlng records in accordance wlth SÈttlon 130 othe 2011 Art; and to preparè accounts whlch accord wlth the accountlng records and comply with the actountin8 requlrernents of the 2011 Act have not been met; or 2 to which. Sn my opinion, attentlon should be drawn In order to enable a Proper understanding of the accounts to bè rèached. MJK Accountants Ltd Accountancy & Taxation SeNices Barnack 8uslness tre Blakey Road Salisbury SPI 2LP Dated.. IS 145
LadyAntnthTNrt ststefflent of FlnIncl Actfvttl85 Ilndudlnisummary Income and expendlture for the arended 31 Deteml 2024 2024 2023 Note Incl8 res¢)ur¢es: Artl¥lttesfQrgenerntl funds Room hlre 81,592 Itrn incom• Dividend incomè Interest Income 42,061 2,825 41,480 2,146 Grarts and donatlDns Local Erants for Specific events Donatlons 267 1,500 Total Intomity r•sourc•s 139,711 127,708 Expenditure oh: Costs 0f8eneratlIUnd$. Dlrect costs 129,319 132,469 GrnIn£0$ts io 1,275 1,115 Totsl empendltyre 0,594 133,S84 Not Incom•l(•Mpendtlurel GaIrfIl$} on Inv8rtm•nts - realtsed and unreallsed 12 26,699 99,712 Not IbKom•lltwndltur•l/n•t mo¥tment In lunds Reconclllation of funds: Total funds at l January 2024 1,966,654 1,872,818 TDtsI fvnds at 31 D•¢ernbor 21)24 2.2,470 1.966 654 All of the above results are dedved from continuing actlvltles. There were no other recognised 8alns or losses other than those statéd above.
hrthb r•nd•dJl Q•MmbAr2014 . Ax¢d •swts L•Dd aNI Prop¢rty, Equipmwht Invostnwty 12 &Wl1227 l.W,219 D•bto Ch at nk 2,lfjd fA).937 Accruals& DEferrYd Inc Other£redlta¢s Taxatlonathd Sothl secur 14 25AIiI 517 3x8 •VA" 14 4.535 36.35> 29A5 Bounee BKkioin Unrtstrlcted funds.. Rtyerw¢ftsnd Revalua 964.141 IAJ8,J29 1152,1 11))1470 I966.SS4 The nnanclal stements were opproy•J on ._. ..~... ......... TrnJteE5 ned on Its b•h8LIty.' .. 2a25 •nd authottsd lty by ihe PAI PC Mont Vk*¢hlrm8n
Lady AntrolwsTN# Notss to the Hn•n¢lal St•temethts fort r•nd•d 31 Detember Z024 l. Atctyjrttww polltl•s al The flnanclal ststement5 have been prepared ut)der the hlstorkal cost conventlon, except for Investments whkh are Included at rnarket Yalue ènd the revaluatlon of rtaIn flxed assets and In accordance with the Charities SORP IFRS 1021 'kcountin£ and Reporting by Charities.. Statement of Recommended Pr8Ctlce appltcable to charltles preparln8 thelr accounts In attordance wlth the Flnanclal ReportTn8 Stsndard appIable in the UK and Republ¢c of Ireland IFRS 1021 leffedve l January 20191., Financlal Reportin8 Standard 102 the Flnancial Reportlng Standard appllcable In the UK and Republlc ol Ireland IFRS 1021, and the Chartties A¢¢ 2011. Lady Antrobus Trust meets the definltlon of a pub5ic nefit entity under FRS 102. Assets ènd 11abil1¢s a Initially recogn15ed at historical tost or transartlon value unless otherwlse ststed in the relevant actountlnK pollcynotelsl. bl All In¢omlni resources are Included In thè Statemont of tlnanclal aCtltIeSWhen the Char15 eThtltled to the Income and the amount can bè ouantthed wlth reasonable accurary. cl Expendtture Is accounted for on an accruals bas15 and has been classlfied under headlngs thèt aggregate all costs related to the category. Where tosts cannot be dlrectly attributed to partl¢ular hÈ3dings thÈy have been allocatad to actNites on a basis conslstent wlth th• us• of r•Sour. dl Expenditure on fixed assets is capitsli5ed exopt for expenditu incurred on the replarnent of assets of low value wth a short Ilfe. Repalr. renovatlcn and replacement expendlture Is written off as expendlture In the staternent of finano¥l adivitles. The tost of flxed assets is their purchase cost together with anv Incklental Costs of atquls(tknn. wlth the exptIOn of flxed 355et In¥estmènts whlch are stated at mafkèt value. el Govemance costs Include all expenditure whlch 15 not directtyrelated tothe charitsble actNty. Thls Include5 accountants. and solicitors, fees. Il•toutyolnK th•ywr Thls Is stated afterehargSng'. 2024 2023 Ihdèptndtnt txamlnér'sfees 1,275 3. Sl•*F•nd Trustee Costs No Trustees, nor persons tonnected wlth them, reCed anyemolume1OllrInBth0 year. 4. Tax3tlon The tharV Is exempt from tax a5 all Its IrKome ts Charble and 1$ applied for charftsble purposes. In¢omln8 rnsourtssfmm Drthtsdfunds 2024 2023 AtlMtlesfwyne¢atlng funth Room hlfe 94.558 81,S92
Ilote5totheAnondHI Ststofflents f•rth• •r•nd•d 11 D4¢•Trthr2024 2023 DlvWetk15 B•nkdesIl interest 225 l146 Grthrktsand doma Wlltshlrp Coundl grant forfhe Hauntlny statue oxhlbltlL Donationsfor thÈ statuÈ @xhlblth) Oonation5 In memory of N E Morrtstsn. formtrrtrustÈÈ Donationsforthe Unkno¥m Tommy12023- poppydliplavl 167 267 2.4 Supwrt Costs W8BÈs &Salar5es Management costs 7&715 78,ns 7&227 $0,604 56.242 1,275 1,275 l115 130,594 130,594 133.584 DJr•tt tottstsf &1#•4¢11l 2024 2023 E4*nt costs The H•un¥S $tstue exhlbklonc05ts Stafl costs- WaEes & salarle5 W¥ter charzes ènd business r•tes Insurance Centyal heatinÉ oil Electrlcbty House malntenancelrepalrs Grounds maintenance IAmini5tratlon &oinc@ costs Profe5slonal fees Bookkeeplng Bank loan Intèrgst Oeprecl&tlDn of equlpmont 7.714 4.623 1,454 76,127 gs4 5.907 3.063 78.n5 997 6.396 2.146 23.113 1,143 3,955 3,224 1,874 1.328 231 858 339 912 129,319 131469 2024 2Q IndtptndeThtexamlnePs fees L275 1115 1,175 Lll5
LadyAnirnbu8TNrt Notestothe Fknan¢hl Stètsmerts foriheyurended 31 D•t•mbor 2024 11. Mxed •ss•ts L•nd jnd 8ulldln8s EwApment Total At Oljanuary 2024 Addltlons At 31 December 2024 SS9,764 1,474 561,238 3,670 563,434 2,167 S6S,601 4,363 Problslon tordeweaatlon and Impalmwrt At 01 January 2024 ChaT£eforthe perlod At 31 Detember 2024 932 858 1,790 952 1,790 tl•t bo¢kwah At 31 December 2024 561,238 2.573 563.811 At 31 December 2023 S59,764 738 562,502 Antrobths How, de$lRned In the Queen Anne style, wa5 wnstnjcted in 1924. Ctsst Is ststed at a Th)mlnal value of £1 In respect of the freehold property plus ¢opitsl improvements urlied out slnce 2018. For In5uronc• purkY)St$ It 1$ valued at £5.431.20D 12023.. £4,635,340).. cansequently no depreciatioTh is pded. Equlpment Is deprec5ated at 25% reducln8 balance. 12. Fkn•d •ss•t IA¥•Stm•nts Irb¥estment fund Prnpèrty fund Ttttal Valy#tlo At 01 January 2024 Revaluatlons Dlsposals At 31 Decernber 2024 1,246226 28,153 135A91 IIA541 1381,717 2699 1,274.379 134.037 1,408.416 tordAprwl•tlw aThd IM1rMenl A* 31 December 2024 N•t book value At 31 DÈtÈmr2O24 1,274,379 134.037 IA08,416 At 31 December 2023 1.246.226 135,491 1,381,717 Investments are held by CCLA Irwestment Management Ltd who rnaTrage funds on behalf of COIF. The h15torfc (ost of Investment was.. COIF InStmnt fund.. É213,25512023.. £213.2551 COIF Propertyfund.. $6,83212023.. £56,832) li
LatyAntrobM Tru Notes lothe Nn•nd•l Staternents torth•y•ar ended 31 DeceMr 2024 13. D•bto 2024 2023 Othef debtors and prepayrnents 1166 2,166 2.340 14 Credltors: •ffi0 dut wfthln **)e ye¥ 2024 2023 Othercredltors T8xation and Social Security Bounce Back Loan Accruals & Deferred Intome 527 3,309 3,600 26.20S 4,53S 2S.410 36,353 33,642 15. Credltors: amounts due after One•r 2024 2023 Bounce Ba¢k Loan 3,6] 3,6CiI 7.2(Ml ThSs loan is repayable over the remaining years and Interest Is charged at a rate of 2.S% pèr annurn. 16. Mv4ement in fund5 Net movement In funds At 01.01.24 At 31.12.24 Unre5trlcted funds 1,966,654 35.816 2,002,470 Sjjrnmarised 35 follow5.. Revenue fund Revaluatlon reserve Totsl funds At 01 January 2024 Net itttome.. Incoming £139.711 5S Expended £130,594 Movement on Inve5trnent valuatlon Prloryear adjustment- gain on Investment d15posal reallocated At 31 December 2024 814.379 9.117 L152,275 1.966,654 9.117 26.699 26,699 140.6451 1.138.329 40,645 864,141 2,002,470 12