**To** 


## **Trustees' Annual Report for the period** 

Period start date Period end date 1 April 2024 31 March 2025 

**From** 

## Section A                        Reference and administration details 

**Charity name Other names charity is known by Registered charity number (if any)** 209195 **Charity's principal address** 26 Fishers Close 

Barclays & Standon United Charities Standon Charities 

Puckeridge Ware **Postcode SG11 1TD** 

## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body)**<br>**entitled to appoint trustee (if**<br>**any)**|
|---|---|---|---|---|
||Mark Acford|Chair|||
||Suzanne Anderson||Resigned as Trustee 15-<br>Oct-2024||
||Rev John Chitham|||Ex-officio|
||Pat Foot||Resigned as Trustee 10-<br>Sep-2024||
||AndyMansfield||||
||Kathryn Mansfield||||
||JodyGray|Vice-Chair|||
||Zarina Luca||Resigned as Trustee 28-<br>May-2024|Ex-officio|
||Chris Leage||Welcomed as a Trustee<br>27thNovember 2024||



**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

## **Names and addresses of advisers (Optional information)** 

March **2012** 

**TAR** 

1 



**Type of adviser Name Address** 

## **Name of chief executive or names of senior staff members (Optional information)** 

## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

Type of governing document 

Scheme 

- (eg. trust deed, constitution) 

How the charity is constituted 

Trust 

- (eg. trust, association, company) 

Trustees are co-opted, the local vicar is ex-officio trustee, and the Parish Trustee selection methods Council nominates at least one trustee. 

(eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

The Charity uses The Almshouse Association for advice and guidance on policies, procedures and governance issues, 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

- (1) The objects of the charity are the Almshouse objects, the relief in need object, the educational object and the Thomas Fysher object. 

**Summary of the objects of the charity set out in its governing document** 

- (2) The Almshouse objects are 

   - (a) the provision of Almshouse accommodation for beneficiaries; and 

(b) such charitable purposes for the benefit of the residents as the trustees decide. 

March **2012** 

**TAR** 

2 



||The land identified in part 2 of the schedule to this scheme|
|---|---|
||must be retained by the trustees for use for the Almshouse|
||objects of the charity.|
|(3)|The relief in need object is the relief of persons in need,|
||hardship or distress resident in the area of benefit.|
||The trustees may relieve the beneficiaries by:|
||(a)<br>making grants of money to them; or|
||(b)<br>providing or paying for goods, services, or facilities|
||for them; or|
||(c)<br>making grants of money to other persons or bodies|
||who provide goods, services, or facilities to those in|
||need.|
||In exceptional cases the trustees may decide to assist|
||someone (who is otherwise qualified) who is:|
||(a)<br>resident outside the area of benefit; or|
||(b)<br>only temporarily resident in the area of benefit.|
|(4)|The educational object is to pay the income to the|
||Hertfordshire Educational Foundation (Registered Charity|
||number 311025).|
|(5)|The Thomas Fysher object is to pay:|
||(a)<br>2/9ths of the income to the relief in need branch|
||created by clause 2(4) of this scheme.|
||(b)<br>5/9ths of the income to the education branch created|
||by clause 2(5) of this scheme.|
||(c)<br>2/9ths of the income to Christ’s Hospital School|
||(Registered Charity number 306975).|



March **2012** 

**TAR** 

3 



Trustees have regard to the guidance issued by the Charity Commission on public benefit. 

Almshouse branch: Provision of Almshouses. 

Relief in Need branch: Grants have been made to individuals and local organisations. 

Educational Branch: Grants have been made to Hertfordshire Education Foundation and Christs Hospital as required by the Scheme. 

**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 

## **Additional details of objectives and activities (Optional information)** 

You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

March **2012** 

**TAR** 

4 



Section D                      Achievements and performance 

Trustees have maintained the Almshouses, received rents and returns on **Summary of the main** investments and used them to provide for the requirements of the **achievements of the charity** Scheme. **during the year** 

March **2012** 

**TAR** 

5 



## **Section E                    Financial review** 

The Charity operates Cyclical and Emergency maintenance funds, keeps **Brief statement of the** a balance on the grant making fund to enable extraordinary emergency **charity’s policy on reserves** grants to be made and will use any surplus on the Almshouse branch to increase the stock of Almshouses available. 

**Details of any funds materially** None **in deficit** 

## **Further financial review details (Optional information)** 

This financial year, the Charity has substantially increased its expenditure You **may choose** to include on maintenance of several of its Almshouses, including listed buildings. additional information, where This has improved living conditions, increased cost efficiency, and relevant about: lowered future maintenance needs 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s) Full name(s)** Helen Surridge **Position (eg Secretary, Chair,** Clerk to Trustees **etc) Date** 14th January 2026 

March **2012** 

**TAR** 

6 



## **Barclay's and Standon United Charities** 

## **Income & Expenditure by Branch 1st April 2024 to 31st March 2025** 

|**Ordinary Income/Expense**<br>**Income**<br>**Donations received**<br>**Dividends and interest**<br>**Branch appropriations**<br>**From Thomas Fysher**<br>**Total Branch appropriations**<br>**Agricultural land rents**<br>**Weekly maintenance charges**<br>**Total Income**<br>**Expense**<br>**Property management**<br>**Finance officer**<br>**Clerk**<br>**Repairs**<br>**Utilities**<br>**Insurance**<br>**Loan interest**<br>**Membership subsciptions**<br>**Administrative expenses**<br>**Legal and professional costs**<br>**Total Expense**<br>**Net Ordinary Income**<br>**Other Income/Expense**<br>**Other Expense**<br>**Grants allocated**<br>**APPROPRIATIONS ~ Educational**<br>**Hertfordshire Educational Foundation**<br>**Total APPROPRIATIONS ~ Educational**<br>**APPROPRIATIONS ~ Thomas Fysher**<br>**Christ's Hospital School**<br>**Relief in Need Branch**<br>**Educational Branch**<br>**Total APPROPRIATIONS ~ Thomas Fysher**<br>**Total Other Expense**<br>**Net Other Income**<br>**Surplus/(Deficit) for the Year**|**Almshous**<br>|**e Branch**<br>**Apr '23 - Mar**<br>**24**<br>0.00<br>2,776.13<br>0.00<br>0.00<br>6,401.22<br>53,326.92<br>62,504.27<br>9,600.00<br>2,245.00<br>5,807.99<br>36,551.57<br>0.00<br>1,505.68<br>352.08<br>511.00<br>1,221.24<br>726.00<br>58,520.56<br>3,983.71<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>**3,983.71**|**Educationa**<br>|**l Branch**<br>**Apr '23 - Mar**<br>**24**<br>0.00<br>0.00<br>3,319.47<br>3,319.47<br>0.00<br>0.00<br>3,319.47<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>3,319.47<br>0.00<br>3,319.47<br>3,319.47<br>0.00<br>0.00<br>0.00<br>0.00<br>3,319.47<br>-3,319.47<br>**0.00**|**Relief in Ne**<br>|**ed Branch**<br>**Apr '23 - Mar**<br>**24**<br>1,100.00<br>7,205.51<br>1,321.93<br>1,321.93<br>4,267.47<br>0.00<br>13,894.91<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>13,894.91<br>22,587.46<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>22,587.46<br>-22,587.46<br>**-8,692.55**|**Thomas Fysher Branch**<br>**Apr '24 - Mar**<br>**25**<br>**Apr '23 - Mar**<br>**24**<br>0.00<br>0.00<br>6,127.64<br>5,963.33<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>6,127.64<br>5,963.33<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>6,127.64<br>5,963.33<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>1,358.35<br>1,321.93<br>1,358.35<br>1,321.93<br>3,410.94<br>3,319.47<br>6,127.64<br>5,963.33<br>6,127.64<br>5,963.33<br>-6,127.64<br>-5,963.33<br>**0.00**<br>**0.00**|**TOT**<br>|**AL**<br>|
|---|---|---|---|---|---|---|---|---|---|
||**Apr '24 - Mar**<br>**25**<br>0.00<br>3,846.83<br>0.00<br>0.00<br>5,003.82<br>52,664.62<br>61,515.27<br>9,600.00<br>4,075.48<br>6,037.50<br>61,248.10<br>-20.59<br>1,536.94<br>5,228.27<br>454.00<br>1,599.90<br>6,713.40<br>96,473.00<br>-34,957.73<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>**-34,957.73**||**Apr '24 - Mar**<br>**25**<br>0.00<br>0.00<br>3,410.94<br>3,410.94<br>0.00<br>0.00<br>3,410.94<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>3,410.94<br>0.00<br>3,410.94<br>3,410.94<br>0.00<br>0.00<br>0.00<br>0.00<br>3,410.94<br>-3,410.94<br>**0.00**||**Apr '24 - Mar**<br>**25**<br>0.00<br>7,850.80<br>1,358.35<br>1,358.35<br>3,335.88<br>0.00<br>12,545.03<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>12,545.03<br>7,726.24<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>7,726.24<br>-7,726.24<br>**4,818.79**||**Apr '24 - Mar**<br>**25**<br>0.00<br>6,127.64<br>0.00<br>0.00<br>0.00<br>0.00<br>6,127.64<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>0.00<br>6,127.64<br>0.00<br>0.00<br>0.00<br>1,358.35<br>1,358.35<br>3,410.94<br>6,127.64<br>6,127.64<br>-6,127.64<br>**0.00**|**Apr '24 - Mar**<br>**25**<br>0.00<br>17,825.27<br>4,769.29<br>4,769.29<br>8,339.70<br>52,664.62<br>83,599<br>9,600.00<br>4,075.48<br>6,037.50<br>61,248.10<br>-20.59<br>1,536.94<br>5,228.27<br>454.00<br>1,599.90<br>6,713.40<br>96,473.00<br>-12,874.12<br>7,726.24<br>3,410.94<br>3,410.94<br>1,358.35<br>1,358.35<br>3,410.94<br>6,127.64<br>17,264.82<br>-17,264.82<br>**-30,138.94**|**Apr '23 - Mar**<br>**24**|
||||||||||1,100.00<br>15,944.97<br>4,641.40|
||||||||||4,641.40<br>10,668.69<br>53,326.92|
||||||||||85,681.98<br>9,600.00<br>2,245.00<br>5,807.99<br>36,551.57<br>0.00<br>1,505.68<br>352.08<br>511.00<br>1,221.24<br>726.00|
||||||||||58,520.56|
||||||||||27,161.42<br>22,587.46<br>3,319.47|
||||||||||3,319.47<br>1,321.93<br>1,321.93<br>3,319.47|
||||||||||5,963.33|
||||||||||31,870.26|
||||||||||-31,870.26|
||||||||||**-4,708.84**|





CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the trustees
Standon & Barclays United Charities
On accounts for the year
ended
311312025
Charity no
(if any
209195
Set out on pages
I report to the trustees on my examinalion of the accounls of the above
charity {'Ihe Trust") for the year ended 3110312025
Responsibilities and
basis of report
As the charity's trustees, you are responsible for Ihe preparation of the
accounts in accordance with the requirements of the Charities Acl 2011
1.the Act").
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 14515}(b) of the Act.
Independent I have completed my examination. I confirm that no malerial matters have
examiner's statement come to my attention in connection with the examination which gives me
cause to believe that in, any material respect=
the accounling records were not kept in accordance with section 130
of the Charities Act; or
the accounts did not accord wth the accounting records., or
the accounts did not comply with the applicable requirements
Con￿rning the form and content of accounts sel out in the Charities
{Accounts and Reports) Regulations 2008 other than any requiretnent
thal the accounts give a 'true and fair, view which is not a matter
considered as part of an independent examination.
I have no concerns and have come across no other matters in connection
with the examination to which attention should be drawn in this report in
order to enable a proper understanding of the accounts to be reached.
Please delete the words in the brackets if they do not apply.
Date:
2810812025
Signed:
Name:
John Harris
Relevant professional
qualification(s) or body
(if any):
Address:
4 South Road, Puckeridge. Ware SG11 1TH
IER
Oct 2018

Section B
Disclosure
Only complete if the examiner needs lo highlight material matters of concern
{see CC32, Independent examination of charity accounts.. directions and
guidance for examiners).
Give here brief details of
any items that the
examiner wishes to
disclose.
IER
Oct 2018