Trustees. Annual Report for the period Period start date Period end date 2023 From To Section A Reference and administration details Charity name Redditch Aid in Sickness Fund other names charity is known by Registsred charlty number (if any) 224873 Charity's principal address 23 Newport Close Redditch Postcode B97 SPY Names of the charity trustees who manage the charity Dates acled rf not forwhole ear Trustsg namg Office {rfany Name of person lor body) entitled toa oint trustee Ifan David Chatterley Rex Needles Sarah Jane Gurtiss Sarah Rennie Brian Morley Colette Harris Phil Drewell 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charlty, If any. (for example, any custodian trustees) Name Dates acted rf not for whole ear TAR Mar¢h 2012
Name3 and addresses of advisers (Optional information) of adviser Name Address Name of chief executive or names of senior stsff members (Optional infomiation) Section B Structure, overnance and mana ement Description of the charity's trusts Type of governing document Constitution How the charty is constituted Trust Trustee selection rnethods Appointed by Additional governance issues (Optional inforn)ation) You may choose to include additional information, where relevant, about: policies and prOdureS adopted for the induction and training of trustees. the charity's organisational structure and any wider neOrk 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 Ob'ectives and activities Provision of funds to aid persons in need during illness. Referrals must originate from Health professionals e.g. GPS, health visitors, similar charities. Funds are restricted to persons abiding in Redditch District Council area. Summary of the objects of the charity set out in its governing document TAR March 2012
The fund was established over 50 years ago. but can trace its origin back to 1895 when Reddttch District Nursing Association and the legacy of a local fishing tackle manufacturer were registered as charrties. The aim of the fund is to provide aid. in the form of goods. to those persons who are experiencing drficulty or hardship due to short or long term illness. The person must live within Redditch Borough Council and qualrfy for assistance. In carrying out the objectives as derIbed, the trustees have complied wth their duty in section 5 of the Charities Act 2011 to have due regard to public benefit guidan published by the Charity Commission. Summary of the maln 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 infomiation) You may choose to include further statements, where relevant, about- policy on grantmaking; policy programme related investment-, contribution made by volunteers. TAR March 2012
Section D Achievements 2nd performance During the year 9 grant applications were received from individuals refeed by Health and Social staff to the amount of £3,627. Summary of the main achievements of the charity during the year The trustees agreed to sell the CCLA investrnent portfolio and make donations to local charities fulfilling activities similar to that of our own. The sale was valued at £205.839. Monetary donations were distributed to 15 local organisations amounting to £110,000. Trustees will continue to meet to discuss distribLrtion of the remaining fund arising on the sale of Redditch Aid in Sickness Fund's investment asset. TAR March 2012
Section E Financial review We aim to always have sufficient funds both to meet ongoing commrtments and any unforeseen circumstances. Brlef ststement of the charity's policy on reserves Details of any funds materialty in deficit Further financial review details (Optional infoThnation) You may choose to include additional information. where relevant about: 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 The Charity intends to wind down it's activities in the immediate future owing to reIving lirnited referrals for grant making ser¥ices. During the year. the charity's CCLA investrnent assets were sold and the proceeds. and remaining available resenies have begun to be distributed to other local organisations with adjacent objectives. This activity will continue over the coming months until the charity closes. Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Slgnaturels) Full name(s) Posltlon leg Secretary, Chalr, etc) Oty/rf.-f£u£TS¢- . Date TAR March 2012
(MARIIY COMMISSION FOR ENGLATrID AND WALE5 Recei ts and ments accounts CC16a For the period from Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total fundE Last y•*r tothe nwreBt £ iothw noar8st£ to tho rnar05t£ to tho near05t£ to tho ne•rest£ A1 Re¢el ts 8ank Interest COIF DivIdd Sale of CCLA investments 1379 4,206 20$39 1379 4206 205.839 305 S,57S ross income AR) 211424 211424 S.880 se an seè tsble . Inve$ en es, 12,424 1424 Pa Bank charges Secoiarial eX[rS Donation of gLKds OlherdonatK)n$ 250 3.628 110.500 250 3.628 110.500 500 4,276 7.000 Sub total 114,454 114454 11,842 A4 Asset and investrnent Sub total 114,454 114,454 11,842 Net ol recwpts/(payments) A6 Transfern between funds A6 Cash funds last year end Cash funds this year end 97.97 97.970 5,961 35.154 133,124 5.154 133.124 35.1 CCXX R1 aOUnts ISSI 1510712025
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest£ Restricted funds io nearest £ Endowment funds to nearest£ Categories Dètails B1 Cash funds CAF Cash Accwnt 31886 CAF Gold Accourt 99.238 Total cash funds 133.124 a(X*xK$1j Unrestrl¢tsd funds to nearest £ Re$trl¢tsd funds to nearesi E Endowment funds to near¢$t £ Details B2 Other monetsry assets Fund to whlch asset bèt Details C¢)sl loptionall Currentvalue tMal Fd1•Whh et bel Details Cost lotrt1onI curr•v•1 al B4 Assets retslned for the charitys own use Fund to whlch labll relatss ount due onal When due On81 Detsils B5 Liabilitios Signed by one or trustees on behalf of all the trustee$ Svjnatu Date of roval Print Name c"HAr7 V 5'1-lii1l H f%L/VIVIL /{.? Zs CCXX R2 a¢xounts ISSI 15ffj712025
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 Redditch Aid in Sickness Fund On accounts for the year ended 30° September 2024 Charity no (if any) 224873 Set out on pages '.trer.)en'. nui".)kneiS Oi acloilional I report to the trustees on my examination of the accounts of the above charity ("the Trust.) for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ('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 carying out my examination, I have followed the applicable Directions given by the Charrty Commission under section 145(5){b) of the Act. I have completed my examination. I cOnfin that no material matters have come to my attention (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: Name: Tony Archer Relevant professional qualification(s) or body (if any): Address: The Oakley Kidderminster Road Droitwich, IIVR9 9AY IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Glve he brief details of any items that the examiner wishes to disclose. IER October 2018