## Bampton United Charities Trustees’ Report for 2024-25 Register Charity Number 213863 ## Primary Purpose The primary purpose of the charity is to provide small grants to the residents of Bampton, Pe�on and Shillingford in cases of difficulty or unexpected financial need. ## Activities Only two grants were made 2024-25. This is disappoin�ng as the Trustees feel that in the current economic climate there is far more need for financial assistance in the Bampton area to help with the purchase of essen�al ‘white goods’ and alleviate fuel poverty. However, the grants which were made were for larger amounts than usual, which alleviated two very difficult situa�ons. The Trustees have un�l now had a system of limited adver�sing supplemented by working with a number of local people and organisa�ons who have iden�fied poten�al applicants and encouraged them to apply for a grant. However much of this contact was lessened following the loss of two Trustees and the longterm hospital treatment of another. We are now in a posi�on to resume these contacts, which will be supplemented by updated posters and addi�onal adver�sing in our community magazine. received permission last year to use the working name of “Bampton Lifeline.” ## Trustees Church, Bampton. A�er a year’s vacancy a new Rector has been licenced. During the year one Trustee died. She was a nominee of Bampton Town Council, and a replacement will be sought. Considera�on will be given to increasing the number of Trustees if this is permissible. ## Income The major source of income is the interest on CCLA investments with the occasional dona�on from local organisa�ons such as the Rotary Club and Town Council. The charity does not undertake any fundraising ac�vi�es. The charity was fortunate in having a substan�al bequest of £50,000 which was invested in CCLA income units which will bring in sufficient income to fund two typical grants. ## Summary The Trustees hope that by making the changes outlined above the charity will be revitalised and be in a be�er posi�on to fulfil its objec�ves. ## **Bampton United Charities Financial Statement for Year Ending 30 June 2025** The primary purpose of the charity is to provide small grants to the residents of Bampton, Petton and Shillingford in financial difficulty or unexpected financial need. |**RECEIPTS AND PAYMENT ACCOUNT**|**2024/25**|2023/24| |---|---|---| |**RECEIPTS**
Voluntary Giving
Regular giving
1
Other voluntary receipts
2
Fund raising
3
Investment Income
4
Other incoming resources
5
**Total receipts**
**PAYMENTS**
Grants
5
Fund raising costs
6
Other outgoing resources
7
**Total payments**
**Surplus (Deficit)**
8
**Note**|**Restricted**
**£**|Restricted
£| ||**0**
**1,455**
**0**
**773**
**40,000**|0
1,701
0
737
0| ||**42,228**|2,438| ||**1,252**
**0**
**41,556**|1,364
0
1,561| ||**42,808**|2,925| |||| ||**(579)**|(487)| |**AVAILABLE FUNDS**
9
Available funds at 1 July
Available funds at 30 June|**33,461**
**72,487**|31,731
33,461| |**STATEMENT OF ASSETS AND LIABILITIES**|**2024/25**|2023/24| |---|---|---| |**Monetary assets**
Bank current account
Value of CCLA Income Units
**Liabilities**
Cheques not presented
**Note**|**Restricted**
**£**|Restricted
£| ||**5,448**
**67,039**|4,533
28,928| ||**72,487**|33,461| |||| ||**0**|0| 1 |**NOTES TO THE FINANCIAL STATEMENT**|**2024/25**|2023/24| |---|---|---| |**1 Regular giving**
Tax efficient planned giving
Other regular giving
**2 Other voluntary receipts**
Non-recurring donations and appeals
Income tax recovered (Gift Aid Scheme)
**3 Fundraising (Gross Income)**
Events
**4 Investment Income**
CCLA
Other
**5 Other Incoming Resources**
Legacies
Other
**5 Grants**
**6 Fund Raising Costs**
Reimbursements
**7 Other outgoing resouces**
Investment purchase
Other costs|**Restricted**
**£**|Restricted
£| |||| ||**0**|0| ||**1,455**|1,701| ||**1,455**|1,701| |||| ||**0**|0| ||**773**|737| ||**773**|737| ||**40,000**|| ||**40,000**|0| ||**1,252**|1,364| ||**1,252**|1,364| |||| ||**0**|0| ||**41,500**
**56**|1,500
61| ||**41,556**|1,561| - **8** Total Receipts less Total Payments **9** Monetary Assets less Liabilities 2 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Bampton United Chants'es On a¢counts for the year ended 30 June 2025 Charity no (if any) 213863 Sel out on pages 1 &2 I report to the trustees on my examination of the accounts of the above harity I'lhe Trusfl for the year ended 3010612025. Responsibilities and As the charity trustees of the Trust. you are responsible for Ihe preparation basis of report of the accounts in accordance with the requirements ol the Charities Act 2011 {'Ihe Acr}. I report in respect of my examination of the Trust's accounts carried oul under section 145 of the 2011 Act and in carying out my exarninalion. I have followed the applicable Directions given by the Charity Commission under section 145151{b) of the Act. I have cofflplele(J my examinats'on. I confimi that no material matters have come to my attenlion (other than that disclosed below ') in connection with the examination which gives me cause to believe that in. any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn 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. Signed: Date: 22 -4-Zow6 Name: g i Trj eJA￿rL& Relevant prolessional qualificalion(s) or body (if any): N/A Address: QvAKiYfW4 Cut£ Qthp10tr4 EF-Ib qFF IER October 2018 Section B Disclosure Only complete il the examiner needs to highlight 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 d¢sclose. 416 - IER October 2018