THOMPSON PRITCHARD TRUST
REGISTERED CHARITY NUMBER 234601
STATEMENT OF ACCOUNTS
FOR THE YEAR ENDED 31 DECEMBER 2021
WR PARTNERS
CHARTERED ACCOUNTANTS
BELMONT HOUSE
SHREWSBURY BUSINESS PARK
SHREWSBURY
SHROPSHIRE
SY2 SLG

INDEPENDENT EXAMINER'S REPORT ON THE UNAUDITED ACCOUNTS OF
THOMPSON PRITCHARD TRUST
FOR THE YEAR ENDED 31 DECEMBER 2021
Independent Examiner's Report to the Trustees of
I report on the financial statements of the charity for the year ended 31 December 2021 which are sel out
on pages 1 10 6.
This report is made solely to the charity's Trustees, as a body, in accordance with section 145 of Ihe
Chaiities Act 2011 and regulations made under section 154 of that Act. My work has been undertaken so
that l rnighl state lo the charity'5 Trustees those matters l am required lo slate lo them in an Independent
examiner's report and for no other purpose To the fullest extent permitted by law, I do not accept or
assume responsibility lo anyone other than the charity and the charity's Trustees as a body, lor my work
or for this report.
Responsibilities and basis of report
As the Gharity's trustees you are responsible for the preparation of the accounts in accordan￿ with the
requirement5 of the Charities Act 2011 {'Ihe A￿,1.
I rewrt in respect of my examination of the chaiity's accounts carried out under section 145 ofthe Act and
in carrying out my examination I have followed all the applicable Directions given by the Charity
Commission under section 14515llb} of the Act.
Independent exarniner's statement
I have completed my examination. I confirm that no material matters have come lo rny attention in
connection with the examination giving me cause lo believe that in any material respect.
accounting records were not kept in respect of the charity as required by section 130
of the Act., or
the accounts do not accord with those records.
I have no concerns and have come acros5 no other mallers in connection with the examina110n lo which
attention should be drawn in this report in order to enable a proper understanding of the accounts lo be
reached.
Tim Lunt
BA FCCA MIRPM
WR Partners
Chartered Accountants
Belmont House
Shrewsbury Business Park
Shrewsbury
Shropshire
SY2 6LG
Dated. 0110712022

ARD TR
ST
TRUSTEES, REPORT F
R THE YEAR ENDED
EC
R 2021
CHARITY RE
TEREO N
TRUSTEES
Mrs E Kid50n Ichairmanl
Dr J Beach
Miss S M Astbury
Mr l F Davies ITrea5urerl
Dr L Hill
Mrs J Wlliams elice Chaiimanl
Dr N O'connor
Mrs L Gill
Dr S Sutton
Dr D Northern (Joint Secretary)
Dr P Bottornley (Joint Secretary)
Mr D Slacey
The Mayor of Shrewsbury IHonoiary TTUSteel
ACCOUNTANT
WR Partners
Belmont k*ouse
Shrewsbury 8usiness Park
Shrewsbury
Shropshire
SY2 6LG
SOLICITORS
Wace Moryan
21 St Mary's Street
Shrewsbury
Shiopshire
CAF 8ank
ADDRESS FOR
8 Woodhouse Lane
Prioislee
Telford
TF2 9SX
Page 1

al Conslttution
The Thompson Pritchard Trustwas Gonstiluted by a Trust Deed dated 6 April 1939, founded by the Will of
Annse Louise Pritchard and cornprised in a scheme dated 12 October 1956. The Charity's registered
number Is 234601.
bl Method of appolntrnen¢ ol Trustees
Trustees are appointed by the Committee at the Annual Meeting each year Trustees can be cfyopted at
any time dufing the year.
cl Risk management
The Tiustees have assessed the major r15ks to which the charity Is exposed and a￿ satlsfied that
8ystetns are in place to miligate the exposure to the major risks.
The Charity like the country, has been Impacted by the Covid-19 pandemic. The Trustees have assessed
the potentia1 impact on the future operations of the charity. taking Into account rts underlying financial
resources and strength. They have taken pioactive steps lo manage the financia1 consequences to help
ease the Impact ofthe Coronavirus outbreak The Trustees consider the Charty to be well positioned to
manage the current situation and secure operations into the future.
Page 2

MPSON PRITCHARD TR
TRUSTEES, REPORTFOR THE YEAR ENDED 31 DECEMBER 2021
OBJECTIVES & ACTIVITIES
Bl Pollcies and objectives
To apply the income thereof in or towards providin9 convalèsc&nt tr8alrnent lor poor patlents on their
being discharged from the Royal Shrew5bury Infirmary ar for otherpeisons in any ConvakscÈnt Home for
1he time being provided by the Trustee5 or any Instrtution which provides convalescent treatment for
poor persons as the said Trustees shall in their discretion think fil.
In so lar as the Trustees are unable lo apply the clear income ft>r this putpose they may apply the same
as they think f1t lor the benefit ol eilherthe 51ck poor of Shropshire generalty 01 of such Sick poor persons
resident Iheiein as they seleet and in particular bul without prejudice to the generality of the foregoing in
Dnè or more of the following w8yS".
The 5uppty of bedding, comforts, food fuel and medical and other aids.
Grants for the benefrls of peisons who are 51ck, infirm, convale5¢ent or in need of rest or
change of air to defray the expenses of recuperative holidays or of obtaining domestic ttelp.
The donation of money in aid ot the funds of any convalescent horne or other Instrtulion or
organi58tion established or to be established for the care and ielief of sick persons upon the
terms which will ensure that the benefitofthe institution or oiganisation are available forthe sick
poor of Shropshire
bl Actlvltles for a¢hievlng oblectlves
The Charity is listed in relevant charity directories and the Information kept up to date. Many applicatlOn5
are made by way of Information from the directorie5.
The seffetaries regularty inform and rertTindsrelevant agencies (Citizens, Advi￿, Doctors, surgeries, local
hospitals. hDspicesl in Shiopshire and Telford and Wrekin of the Ch8rity's @xistence and its objectives.
Trustee5 brin9 to the Charity's notice case5from their own areas, t)oth geographical and professional. All
are8s of the county are coveied geographical￿. Professional expertlse cornes from the Church. the
County Counul, the medlcal profession as well as metnbers of thg general public.
When a significant donation is received or rnade press coveraga is laken in the loc81 papers.
In shaping the objectives and planning the 8Ctivities for the year, the Trustee5 have Gonsidered the
Charity Commission's Guidance on Public 8enefit.
Pag• 3

TR
TEES.
E YEAR ENDE
MBER 2021
AC
VEMENT
NC
al Review of actlvities
The TIu5t has continued to make its existence known by developing contacts with agencies and care
services aware of people in need of help. Detai15 of the charity ale inclurled In publi¢alions of charitable
trusts The secretaries, links wilh the medical profession are invaluable and they are able to liaise closely
with GPS and associatlOn5 such as Nurses Leagues. All applications loi help are carefully investigated
and screened, Trustees Tnaking personal assessment visits and submitting confidential reports 2$ the
nèed arises. Those applications that do not fill the criteria ale iefused. Some are refeired lo other
Charitable TIu5ts.
al Rèsèrves policy
The Trustees invest reserves not required for shortterm purposes lo produce further investment income
This is tme ch8rity's main Sour￿ of Incorne Four Custodian Tiuslees are appointed lo review the
Charity's inveslments tW1ce yearly and they report back to the Committee of Trustees. The investments
are managed by slo¢kbiokers and are held in Chaiitable Funds.
The free reserve5 ofthe charity at 31 * December 2021 were £61.47412020." £54,2121. These arethe nel
cash assets of the charity at the end of the financial year.
bl Grant maklng policy
The Charity invites applications in acCOrdan￿With Its objects by writing tDthe Sècretaries. Grants of le5S
than £500 may b& agreed by the Chairman and grants over £500 are ratified by ltte Committee of
Trustees. 146 Minoi giants We￿ made in the year
Signed on behalf of the Trustees by
Mrs E Kldson
Chaiman
Date.......
Page 4

RECEIPTS AND PAYMENTS ACC
UNTS FOR THE YE
ED
ER
Unreslrlcted Funds
2021
2020
Receipts
Dividends
50.751
13,712
626
Interest
51.396
14,338
Payments
Grants
Govemance
41,460
2.674
27,471
1,082
44,134
28,553
Net RecelptsllPaymentsl
7,262
114.2151
Cash Funds last year end
54,212
68.427
Cash Funds this year end
61,474
$4,212
Page 5

2021
2020
Cash Funds
Share of Cafc8sh Account
Harris Allday Eamings Account
Ha1ri5 Allday Deposit Account
57.870
3,320
284
51,253
2.675
284
Total Cash Funds
61,474
54.212
Investments
Market
Value
2021
Market
Value
2020
Cost
Charity Equity Fixed Income Fund
COIF Incorne Shares
Charishare Income Fund
Charity Equity Income Fund
UK Treasury 1.8750/
59,804
4,349
203,060
203,060
33,992
66,564
22.751
371,839
379,201
37.833
71.278
20.004
335.610
302,434
36,662
504,265
878.188
765.986
Signed on behalf of the Trustees by
Mrs E Kidson
Chaim)an
Date......
2022
Page 6