Gharfty Numbor: 220042
THE OSWESTRY TOWN CHARITY
ANNUAL REPORT FOR THE YEAR ENDED 31st MARCH 2025
Eure and Smale Charlty

Annual Report for the year to 31st March, 2025
Chairman
Mr Paul Shevlin
Clerk to the Truslees
Mr Arren Roberts
Charity Number
220042
Principal Address
Oswestry Town Council
The Guild Hall
Balley Head
Oswestry
Shropshire
SY11 1PZ
Independent Examiner
Morris Cook
6 Salop Road
Oswestry
Shropshire
SY112NU

Eure and Smale Charity
Contents
Annual Report for the year to 31st March, 2025
Page
Independent Examinerfs Report
statement of Financial Activities
Statement of Assets and Liabilities

Trustee$, Report
Annual Report for the yfjar to 31st ma￿h. 2025
The Osweslry Town Chartty. Guildhall, Oswesty, Shrop$hire is registered with the Charity
Commissioner5 (No.$ 220042.528421} and constituted by Deed of Trust.
The C￿ty 1$ wJminislerad by the below named Trustees..
Councillor Jonathan Upton (Chairman)
Fleverened Paul Darfbngton
Reverend Harvey Gibbons
Mr Paul Shevlin
Ms Georgia Stackh)use
Mi Arrèn Robert5 (Clerk lo the Truslee$l
The Oswestry Town Charity comprises the Charities of'Richard wyChe￿e1 and the 'Eure and Smale
Charity.
Charity of Rlchard Whychorfoy for ApprgnllGlng and Advancomont in Llfo
A Charity wth aims to a8sisI persons resident the town of Osweslry under age 25 who are
in need of assistance and who are preparing for, or entering upon, or engagement in any
profession. trade, cccupalion or service by providing them wlh outfrts, tools or books. or by
payment of fees, travelling or maintenance expenses or by such other means for their
athancemenl in lrfe to enable them to earn their own living as Trustees think fil.
The Charity can now actively promote that il has Sufficient funds available lo make
worthwhile donations lo worthy causes following the winding up of the GraGe Rees Charity in
2016.
During the year no application8 We￿ re¢eived and no donations made.
Eurn and Smalg Charfty
The adminislralion of 10 Amshouse5 511uale<l in Arundel Road, Oswesty. The qualification
for residency being for poor persons of good character who havÈ resided in the Town of
Oswesty for not less than one year.
The Charity ulilises the seNices of a resident as their'Poinl of Contacv, who resides at the
Coltages and looks after the general well being of residents.
The Cottages remain much sought after and a welcome dwelling for $ucc8$$ful applicant5.
Due 10 careful management over many years the Charity has built up a reasonable reserve
for future use gn improvements and maintenance. Priorities during the year were
refrjrblshment of No 1 and 2 Smales Cottages whi¢h had been occupied by the same
residents for some lime.
A Clerk is employed by The Charity lo act as secretary￿reasurer. an honorarium belng paid
for services PTovided.
From 1st April 2023 the administration of the Charity has been undertaken as a Servlce
Level Agreement by Osweslry Town Coun¢il.
Arren Roberts
Clerk to the Twstees

Eure and Smale Charlty
Annual Report for the year to 31st March, 2025
IndepeThlenl Examinerf$ Report
Respectlve rn8ponslbllltie6 of Trustaes and examiner
The charity's trustees, are responsible for Ihe preparation of the accounts. The charity's trustees eonsider that an
audit is not required this year under 8ection 144121 of the Charities Act 2011 Ilhe 2011 Acll and that an independent
examination is needed.
11 is my responsibility to..
lil examine Ihe accounts under section 145 of the 2011 Act;
{ii) lo follow the pro¢edure5 laid down in the general Dire¢tWS given by the Charity Commission under seGlion
14515llb} of the 2011 Act. and
lili) lo stale whether particular malleTS have come to my attention.
Basis of Indepgndont examinges r•port
My examination was carried out in accordance with the general directions given by the Charity Commission. An
examination include8 a review of the accounting Tecords kept by the charity and a comparison ol 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 woul¢J be required in an audit and consequently no opinion is given as lo whether the xGount5
present a 'true and fair view. and the report is limited lo Ihose matters sel out in the statement below.
In connection with my examination, no matter ha$ come lo my atlenttr)n'.
{1) which gives me reasonable cause to believe that in any material ftspect the requirements-.
lil lo keep accountsng records in accoidance with section 130 of the 2011 Act., and
lill lo prepare accounts which aG¢ord with the accounting records and compty wth the accounting requirements of
the 2011 Act
have not been m81," or
lo whi¢h, in my opinK)n, attention should be drawn in order lo enable a proper understanding of the aGcounts lo
be reached.
Samantha Jones F.C.C.A. , A.C.A.
Memberof the Inslilute of Chartered Accountants in England and Wa18S.
Fellow ofthe Associ81ion of Chart8rnd C8rtifiedAGcounlanls.
Chartered Accountants
6, Salop Road,
Osweslry.
Shropshire.
SY112NU
Dated:

Eure and Smale Charity
Receipts and Payments
Annual Report forthe yearto 31st March, 2025
202412
2023124
Receipts
Rentsl Income
54,645.39
50,600.80
Bank inter8St
2,024.01
1,778.80
Investment income
893.79
860.69
Sundry income
6,144.84
Total Receipts
63,708.03
53.240.29
Payments
Independent Examination
Bank charges
Caretakers telephone
Clerk's honorarium
264.00
96.63
89.92
253.09
311.84
1,500.00
1,483.34
343.00
Insurance
1,438.92
353.00
Subscription
Council tsx-empty properties
Repair and maintenance
TV licence
1.190.04
116,618.09
60.00
980.00
42.186.27
Water rates
3,907.02
9,908.44
5.683.10
566.87
Sundries
Total Payments
£ 134,089.23
53,144.34
Net PaymentslReceipts for the year
70.381.20
95.95
Bank and cash Balances @ 31st March 2024
267,632.41
267,536.46
Bank & Cash Balances @ 31st March 2025
£ 197,251.21
£ 267.632.41

Eure and Smal• Charity
Statement of Assets and Liabilities
Annual Rgportforthe yearto 31st March, 2025
023124
Inve8tment Assèts
N.A.A.C.l.F. Ac¢umulaled shares {E.R.F.1195}
Liabilities Outstanding
11.643.53
10,228.40
1.530.(K)
N.A.A.C.l.F. Income Shares {Endowm8nl)122069
20.541.83
19.712_03
Wesl Bromwith Endowment
3,281.94
2,550.56
35.467.30 £
30.960.99
Bank and Cash 8alanc•$
Bank Account B813nces
Cash held
232,498.90
267.392.41
232,498.90 £
267.392.41
Liabilitres Outstanding
Oeblor outstanding
-35,247.69
240.00
267 632.41
197
1.21 £
Totsl Monetary A6sets
232.718.51 £
298,593AO
Approved by.......
Dale..