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2024-12-31-accounts

SHRIVENHAM UNITED CHARITIES (Reg. No. 207756) STATEMENT OF ACTIVITIES FOR THE YEAR ENDED 31st DECEMBER 2024

INCOME
Note
Interest on Bank Accounts
1
Maintenance Contributions
2
Other
3
EXPENDITURE
Property Maintenance
4
Services
5
Insurance
6
Other
7
SURPLUS/(DEFICIT) OF INCOME OVER EXPENDITURE
FUND BALANCES AT 1st January 2024
FUND BALANCES AT 31st DECEMBER 2024
NOTES
1. Interest on Bank Accounts:
COIF Deposit Account
Total Interest Income
2. Contributions from Residents:
2A
Mrs Beale
2B
Mr Field
from Feb 23
2
Mrs Baku
to Aug 2024
2
Mr Jordan
from Nov 2024
4
Ms Norris
6
Mr Heathcote
8
Mr Buckingham
to Mar 23
8
Mrs Ashworth
from May 23
Total Contributions from Residents
3. Other Income:
Scottish & Southern Energy - Consent for pole
Legacy
Royal Sun Alliance - insurance claim
Total Other Income
4. Property Maintenance:
General building maintenance
Refurbishment, kitchen, decorating
number 2
Grass cutting and gardening
Total Maintenance
5. Services:
CATS Alarm system
TV Licensing
2024
4,774.34
14,000.00
20,003.86
38,778.20
16,200.27
284.71
1,043.89
709.00
18,237.87
20,540.33
89,358.84
109,899.17
4,774.34
4,774.34
2,400.00
2,400.00
1,600.00
400.00
2,400.00
2,400.00
-
2,400.00
14,000.00
3.86
20,000.00
-
20,003.86
5,274.36
10,208.91
717.00
16,200.27
189.19
22.50
2023
3,486.42
13,780.00
1,160.84
18,427.26
25,168.66
242.52
1,147.44
547.20
27,105.82
-8,678.56
98,037.40
89,358.84
3,486.42
3,486.42
2,375.00
2,085.00
2,375.00
2,375.00
2,385.00
585.00
1,600.00
13,780.00
3.86
-
1,156.98
1,160.84
4,873.06
19,467.60
828.00
25,168.66
174.00
22.50

SHRIVENHAM UNITED CHARITIES (Reg. No. 207756) STATEMENT OF ACTIVITIES FOR THE YEAR ENDED 31st DECEMBER 2024

SHRIVENHAM UNITED CHARITIES (Reg. No. 207756)
STATEMENT OF ACTIVITIES FOR THE YEAR ENDED 31st DECEMBER 2024
Electricity & Gas
Total Services
6. Insurance:
Buildings, Public Liability etc
Management Protection
Total Insurance
7. Other Expenditure:
Subscription to Almshouse Association
Residents Gifts
Trustee training
Garrards Charity award
Total Other Expenditure
2024
73.02
284.71
751.57
292.32
1,043.89
343.00
366.00
-
-
709.00
2023
46.02
242.52
855.12
292.32
1,147.44
196.00
-
251.20
100.00
547.20

SHRIVENHAM UNITED CHARITIES (Reg. No. 207756) BALANCE SHEET AT 31st DECEMBER 2024

SHRIVENHAM UNITED CHARITIES (Reg. No. 207756)
BALANCE SHEET AT 31st DECEMBER 2024
CURRENT ASSETS:
Bank Balances 2024 2023
Lloyds TSB: Shrivenham United Charities 2,085.58 8,074.59
COIF Deposit Account 107,813.59 83,039.25
TOTAL 109,899.17 91,113.84
LESS CURRENT LIABILITIES:
Maintenance contributions to be repaid - - 1,755.00
TOTAL NET ASSETS: 109,899.17 89,358.84
REPRESENTED BY:
Restricted Funds
Almshouses/Shrivenham United Charities 108,818.54 88,278.21
Garrards Charity 1,080.63 1,080.63
109,899.17 89,358.84
Approved by the Trustees on………………..........................and signed on their behalf
……………………………………… …………………………………………..
Chairman Mrs E Crabtree, Treasurer

The Cottage, Station Road, Shrivenham, Nr. Swindon, SN68JL Inde endent examiner's re ort to the trustees of Shrivenham United Charities I report on the accounts of the Trust for the year ended 31 December 2024. I he 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 the relevant legislation and that an independent examination is needed. I am qualified to undertake the e.xamination being a member of the Chartered Association of Certified Accountants. It is my responsibility to: Examine the accounts under the relevant charity leoislation currently in force To follow the procedures laid down in the general directions given by the charity commission To state whether any particular matters have come to my attention during the examination. An examination includes a review of the accountin(y 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 'ttrue and fair view" and the report is limited to those matters set out in the statement below. The accounts are not prepared using the accruals method of accounting but it is considered that no material error is present as a result. The Balance Sheet should be read in conjunction with the notes annexed to it. Inde endent examiner's re ort In connection with my examination, no matter has come to my attention: Thich gives me reasonable cause to believe that in any material respect the requirements: To keep accounting records in accordance with "the acts" To prepare accounts which accord with the accounting records and comply with the accounting requirements of "the acts" have not been met. To which in my opinion attention should be drawn in order to enable a proper understanding of the accounts to be reached. Robert Slater F.C.C.A. 3 July 2025