Trustees, annual report
for the period
CHARITY COMMISSION
FOR ENGLAND AND WALES
Period siaii dale
Period end date
chailty name
CHESTÉkfiELts Ll4ilEN CH￿)rIEs
Chaiiiy No
lil anvl
Objectives and Activities
SORP
reference
Summary ol the purposes ol the
charity as sel out in ils governing
do(umenl
Summary ol the moin activities
in felalion lo Ihose purposes Iof
the public benelil, in pailicular.
the aclivilies. projec15 01 services
Idei)lilied in the accounts.
Slaiemenl confirming whether rhe
Iru51ees have had fega(d lo rhe
guidance issued by the Charily
Cofftmission on public benelil
Paia 1.17
IPJE 4E fa
se iw ILW47th ￿*￿4$.
Para 1.17 and
1.19
Para 1.18
Additional information (optional)
You may choose lo Include Iuflhei Slaletnenls where relevant about..
SORP
reference
Pawa 1.38
Policy on grant making
Policy on social inveslmenl Including
program felaied Inve51ment
Pala 1.38
(onliibulion made by volunteeis
Para 7.38
Other
L49wrrats thliLtr4 15
Charity Accoun15 iemplates- Tiustees, annual iepori lor Ihe period
Oitober 2016

2018
Achievements and Perfoimance
SORP
reference
Para 1.20
Summary ol Ihe main achievetnenls
ol Ihe chaiily. Idenlilying Ihe
dilleience the charity s work has
made lo the circumstances ol ils
beneficiaries and any widei benefits
10 s0(iely as a whole
. Ks Hier4 S
Siff LS T& A S.
Additional information (optional)
You may (hoose lo Include Iuflher Slalemen15 where relevant about..
SORP
relerence
Achievements againsl objectives sel
Paia 1.41
Peilormance ol fundraising aclivilies
against obieclive5 sel
Para 1.41
Inveslmenl perlormènce againsl
objeclives
Para 1.41
Other
charity Accounis iemplaies- Tfu5tee5' atbTrual rep￿1 loi Ihe period
Oilober 2016

3 018
Financial Review
SORP
ieference
Para 1.21
Review ol the charity s financial
posilion al the end ol the period
Slalemenl explaining Ihe policy lor
holding ieserves slating why they
re held
Atllounl ol reserves held
JE .
Para 1_22
Para 1.22
LA".
Reasons lor holding zero reserves
Pèra 1.22
Delai15 01 fund materially in deli(il
Para 1.24
Explaiialion ol any uncerlainlie5
boul Ihe charity conlinuing as a
going concern
Para 1.23
lfy.
Additional information (optional)
You may ch005e lo Include lurihef slalemenls whewe ielevanl about..
SORP
reference
Para 1.47
The chaiily's principal sources ol
funds (including any fundraising)
Inveslmenl policy and obje(lives
including any so(ial invesimenl
policy adopted
A descripiion ol Ihe principal risks
lacing the charity
Para 1.46
Para 1.46
Other
Ihaiily Accounis lemplales Trusiees, annual tepoii lor ihe period
October 2016

4 018
Structure, Governance and Management
Descripiion of charity's trusts".
SORP
feference
Paia 1.25
Type ol goveining doiumenl
How is the charily (on51iluled?
le.q unin(Ofpoialed asso(ialion. CIO)
Trustee selection methods including
deiails ol any conslilulional
piovisions e.g. election lo posl
or name ol any person or body
eTrlilled lo appoint one or more
Iruslees
Para 125
Para 1.25
T￿￿27Ets A
Additional information (optional)
You may choose lo Include lurihei slalemenis where ielevani about..
SORP
reference
Pa(a 1.51
Poli(ies an(J procedures adopted lor
Ihe Induclion and Iraining ol Iruslees
The charity's organisolional slruclure
and any wider network wilh which
the charity works
Relationship with afiy relaled parlies
Para 1.51
Para 1.51
Other
Charity Accounts lemplaies Trusiees. annual Fepoil IOT the
Ociober 2016

5 018
Reference and Administrative details
Charity natne
other name the charity uses
Regislered chaiily number
Chafily s principal addiess
Iiiiii
IS sl. C&¢sE
CMET7L-pAEL4) S Lb 1 7p4
Names of the charily tfuslees who manage the charity
Olli£e (Il any)
Tru51ee name
Dates ailed il noi loi
whole yeai
Name ol person lo¥
body) entitled to appoint
liuslee lil anv>
A TtrMLk££
10
11
12
13
14
15
16
17
18
19
20
(harilv Accounts iempkles- Truslee5' annual iepoil loi Ihe peric
O(iober 2016

6018
Reference and Administrative details
(cont)
Corporate trustees - names of the directors at the date the report was approved
Director nème
Name of trustees holding title to property belonging lo the charity
Truslee name
Dales aited il not fof whole
year
(haiily Accounts ietDplale5- Trusiees. annual repoil lor the periThJ
Ociober 2016

7018
Funds held as custodian trustees on behalf of otheis
Description of the assets held in this
cèpacily
Name and objects ol the £haiily
on whose behall Ihe assets are
held aftd how this lalls wiihin Ihe
(uslodian charity's objecls
Details ol arrangements lor sale
Cuslody and segiegalion ol such
assets from the chaiily s own a55e15
Additional inf ormation (optional)
Names and addresses of advisers (Optional infofmation)
Type of advisef
Name
Address
Name of chief executive or names ol senior stafl mernbeis (Opiional infoimalion)
Exemptions from disclosure
Reason lor non-disclosure ol key personnel details
Other optional information
charity Accounis iemplales- Irvstee5' annual reporl lor the pwiod
Ociober 2016

8 018
Declarations
The Iruslees declare Ihat they h3ve approved the trustees. repoit above.
Signed on behalf ol the charity's trustees
Signatuie(s)
Full name(s)
E3rJcz
Position (eg Secretary,
(hair, etc)
Date
Chaiily Aciounls templaies- Tiustees. annual iepoil for ihe tbui
(klobef 2016

THE CHE
TERFIELD
NITE
HARITI
ENOED 31ST. DECEMBER 2024
CONTENTS
Statement of Assets and LiabS1ities
Recelpts and Payrnent5 kcount
Tru5tee5' Certiflcate
Independent Examiner's Ileport

TH
STE RFIELD UNITED
HARirtE
TATEMENT OF ASSETS AND LIABILITIES
AT 315T. DECEMB
R 2023
Almshouses
branch
need
branch
Total
BANK BALANCES
As pef Receipts and Payrnents Account
118.877.33
135.697.49
16,820.16
INVESTMENTS
Quoted invesrments
at market valuaiion
958,464.74
686,236.50
272,228.24
DE8TORS AND PAYMENTS IN ADVANCE
CREDITORS AND ACCRUALS
NOTE.. No value 15 included in these accounts for the land and alrnshouses
t 51. Helen's Close and Louisa Luca5 Memorial Homes which are vested
In the Trustees.

THE CHESTERFIELD
NITEO CHARITIES
RECEIPT
ANO PAYMENTS ACCO
NT
FOR THE YEAR ENDED 31ST. DECEMBER 2023
2014
2023
RECEIPTS
Almshouses residents. Contributions
128.190.60
118.247.OS
Ir¢vestment income receNed
36,115.
32.323.10
Bank and COIF interest received
2.317.63
2.173.76
Donations received
Total receipts
166.623.23
152,743.91
PAYMENTS
Alm5hou5es runnlng cosis
196.881.281
176,056.071
DSstrlbutlon5 rnade
Clerk's 511ary
Manè8er Solory and Pension
Investment m•nagem•nt fees
Accouni?ncy
144.207.771
17,793.431
13.866.101
132,699.401
17,565.001
15,742.001
Net transfer5 fromltol Investment Porfollo
128.321.571
124.758.101
Total payments
(181.070.151
(146,820.571
suriPLU5IDEFICITI
114,446.921
5,923.34
Add.. Bank balances at 31st. December 2023
133,324.29
127,400.95
8ank balances at 31st. December 2024
li
133 324.29

THE CHÉSTÉRFIELO UNITED CHARITIES
TR
TEE
CERTIFICATE
We certify that. to the best of our knowled8e and belief. the accounting records produced.
tO8ether with the information and explanations giveTr, constitute a true aftd
correct reccrd of all transartions of the charity for the year ended 315t. December 2024
and we confirm that the accounts. comprising Statement of Assets and tiabilities and Receipts
and Payments AccoL•nt, have our approval.
TRUSTEE
CLERKTOTHE TRUSTEES
DATE
DATE

INOEPENDENT EXAMINER'S REPORT TO THE TRUSTÉES OF
THE CHE
TERFIELD UNITED CHARITIES
I report on the accounts forthe year ended 31st. December 2024 which are set out on
Pa8e5 1-2.
RESPECTIVE RESPONSIBILITrES OF TRUSTEES AND EYAMINER
The charity's trustee5 are responsible forthe preparation of the accounts. The ch3r(ty'S
trustees consider thèi an audit 15 not required for the year under Section 144 of the Charities
Act 2011 (the Chèrities Artl and that an Indeper￿ent Examination is needed.
It Is my responsibility to..
l. Examine the accounts under se￿lOn 145 of the Charitles Atl.
2. Follow the procedures laid down in the 8eneral Direction$ 8iven bythe Charity
Commission (under Section 145lSllbl of the Charities Act). and
3. State whether particular matters have corne to my attention.
FIN
PEN
ENT EXAMINERS STATEMENT
My examlnation was Carried ¢ut in •c¢ordance wlth general Dlrettions Oven by the Charlty
Commisslon. An examination includes a rewew of the ac¢ountln8 recoids kepi by the charlry
and a comparison ol the accounts presented wth these recofd%. It also includes consideration
of any unusual Item5 or disclosures In the accounts, and seeking explanations fforn the
trustees concerning any such matter5. The procedure5 undertaken do not provide all the
evidence that would be required in an audit. and £on5equently no opinion is given as to
whether the 8¢¢ounts present • true antl fair view and the report is limited to those matters
set out Sn the statement bel¢)w.
THE CHEsrgRFIELD UNITED CHARITIES
INDEPENDENTEXAMINER S REPOR T TO THE TRUSTEES
THE CHESTERFIELD UNITED CHARITIES
CONTINUED
YA T
In ¢onne¢tion wlth my vxominotion, no matter hos come to myotterttlon.-
(A) whlch glves me reosonoblecouse to beI￿ve thot. In any matertol re5pert. rhe
requirements..
l. to keep ottounring records In occordonce wlth Secrion 130 of the C￿rItIe$A(c
2. ro prepare occourtrs which o¢cord wtrh the accountinq fecordsolrhe Ch¢7rftlesArthove not
been met.. or under5toMdino oAthe ￿Counts TO be reoched.
Andrew Herrln¢ & Co
horteredCertlJiedAccountonts
29th October 2025
40 atvrence Road
Cheste*field
$402LQ
THE CHESfERFIELO UNITED CHARITIE5
Worden5 Flo¢ 25 St. Helens Clwe. NewboldRood. 541 7PQ
Reqitterednumber 217112

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
On accounts for the year
ended
Charity no
(if any)
Sot out on pages
I report lo the Iruslees on my examinalion of the accounts of thè above
charity ("the Trust-} for the year ended
Responslbllltles and As the charily Iruslees of the Trust. you are responsible for the preparation
basls of report of the accounts in accordance with the requirements of the Charities Act
2011 {Ihe Act-).
l Teport in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carying out my examination. I
have followed the applicable Directions given by the Charity Commission
under seclion 14515)Ibl of the Act.
Independent
I have completed my examination. I confirm Ihat no material matters have
examlner's statement come lo my attention1￿￿¥￿￿ in connection with
the examination which gives me cause lo believe that in, any material
respecl..
accounting records wer8 not kept In accordance with section 130 of
the Act or
the accounts do not accord wilh the accounting records
I have no concems and have come across no other matters in connection
with the examination to which attention should be drawn in order lo enable a
proper understanding of the accounts to be reached.
Please delete the words in the brackets if Ih8y do not apply.
Lg/ikn/z£
Signed:
Date:
Name..
Relevant professional
qualification(s) or body
(If any}:
Address..
IER
October 2018