THOMPSON PRITCHARD TRUST
REGISTERED CHARITY NUMBER 234601
STA TEMENT OF ACCOUNTS
FOR THE YEAR ENDED 31 DECEMBER 2023
WR PARTNERS
CHARTERED ACCOUNTANTS
BELMONT HOUSE
SHREWSBURY BUSINESS PARK
SHREWS8URY
SHROPSHIRE
SY2 6LG

INDEPENDENT EXAMINER'S REPORT ON THE UNAUDITED ACCOUNTS OF
THOMPSON PRITCHARD TRUST
FOR THE YEAR ENDED 31 DECEMBER 2023
Indgpandgnt oxamlner'8 report to the Trustee8 of Thompson Pritchard Trust I'the Charlty,)
l ￿port to the charity Trustees ort my examination of the a￿o￿nts of the Charity for the year ended 31
December 2023 which are set out on pages 1 10 6.
This report is made solely lo the charity's Trustees. as a body, in accordance with section 145 of the
ehanties act 2011 and regulations made under section 154 of that Ad. My work has been undertaken so
that I might stste to the charity's Trustees those malleTS l am required to state to them in an independent
examinerfs report and for no other purpose. To the fullest extent permitted by law, I do not accept or
assume responsibility lo anyone otherthan the charity 8fKI the chafity's tfustees as a body for mywork or
for this report.
Re8ponsibllity and basis of rgport
As the Trustees oflhe Charity you are Trsponsible forlhe preparation of the accounts in accordance with
the requicemenls of the Charities kl 2011 {'the 2011 ACVI.
I report in respect of my examination of the Charity's accounts carried out under sect￿￿ 145 of the 2011
Act and In carrying out my examination I have followed the applicable Directions given by the Charity
Commission Under section 14515llbl of the 2011 Act.
Independent examiner's statement
I have completed my examin8tion. I confirm that no matters have come lo my attention in (tsnnection with
the examination giving me cause to believe that in any material fespect..
accounting recordswere not kept in resped ofthe Chafity as required by seclKJn 130
of the 2011 Ael", or
the accounts do not accord with those records", or
the accounts do not comply with the applicable requirements concerning Ihefom and
ontenl of accounts setout in the Charities (Accounts and Rewrts} Regulations2008
other than any requirement that the accounts give a'lrue and fairf view which is not a
matter considered as part of an independent examination.
I have no concems and have come across no other n)atters in connection with the examination lo which
allenlion should be drawn in this report in order lo enable a proper understsnding of the accounts lo be
reached
Tim Lunt
WR Partnern
Chartered Accountants
Belmont House
Shrewsbury Business Park
Shrewsbury
SY2 6LG
BA FCCA MRPI
Oaled 1110712024

THOMPSON PRITC
TR
TRUSTEES. REPORT FOR THE YEAR ENDED 31 DECEMB
R 2023
CHARITY REGISTERED NUMBER 234601
TRUSTEES
Mr8 E Kidson (Chai￿Nan)
Dr J Beach
Mr l F Davies {Treasurer} (Re$￿￿ed in Year)
Dr L Hill (Resigned in Yearl
Mrs J Williams (Vice Chaimanl
Dr N O'connor (Resigned in Yearl
Mrs L Gill
Dr S Sutton
Dr D Northern (Joint Secretsryl
Dr P Bottomley (Joint Secretary)
Mr D Stacey
Dr E Nolan (Appointed in Yearl
Mrs S Clesham {Appointed in Year)
ACCOUNTANTS
WR Partners
Belmont House
Shrewsbury Business Park
Shrewsbury
Shropshire
SY2 6LG
SOLICITO
Vvace Morgan
21 Sl Mary's Street
Shrewsbury
Shropshire
ANK
CAF Bank
ADDRESS FOR
CORRESPONDENCE Dr D Northem
8 Woodhouse Lane
Prior$lee
Telford
TF2 9SX
Page 1

THOMPSON PRITCHARD TRU
TRUSTEES, REPORT FOR THE YEAR ENDED 31 DECEMBER 20
STRUCTURE GOVERNANCE & MANAGEMENT
a} Con$titutlon
The Thompson Prilchard Trustwas constituted by a Trust Deed dated 6 April 1939, founded bythewllol
Annie Louise Pritchard and comprised in a scheme dated 12 October 1956. The Charity's registered
number is 234601.
b) Method of appointment of Trustèè$
TnJslee¥ are appointed by the Comm5ttee attheAnnual Meeting each year. Trustees can be co-opted at
any lime during the year.
cl Risk management
The Trustees have assessed the major risk5 to which the charity is exposed and are satisfied that
systems are in place to mrtigate the exposure lo the major risks.
The Trustees consider the charity to be well FQSitioned lo manage the current sstuation and secure
operations into the future.
Page 2

THOMPSON PRITCHARD TRU
RU
TEE
' REPORT FOR THE YEAR ENDED 31 DECEMB
R20
OBJECTIVES & ACTIVITIES
a) Policte$ and objKtivos
To apply the income thereof in or towards providing convales￿nI treatment for poor patients on their
being discharged from the Royal Sh￿W$bUry Infirmary orforotherpersons in any Convalescent Homelor
the lime being provided by the Trustees or in 8ny Institution which provides convalescent treatment for
pwr persons as the said Tnjslees shall in their discretion think fit.
In so faf as the Tnjstees are unable lo apply the clear income forthis purpose they may apply the same
as they think fil for the benefit of eilherlhe sick poor of Shropshire ggnerolly or of such sick poor persons
resident Ihefein as they select and in particular but wilhoul prejudice to the generality of the foregoing in
one or more of the following ways:
The supply of bedding. comforts. food fuel and medical and other aids.
Grants for the benefits of persons who are sick, infimi. convalescent or in need of rest or
change of air lo defray the expenses of recuperative holidays or of obtsining domestic help.
The donation of money in aid of the funds of any C£Jnvalescent home or other institution or
organisation estsblished or to be estsblished for the ￿re and relief of siek persons upon the
termswhich will ensure that the benefrt of the institution or organisation are available for the ￿ck
poor of Shropshire.
bl Activltles for achieving obloctives
The Charity Is listed in relevant charity directories and the information kept L¢P lo dale. Many applications
are made by way of information from the directories.
The secretaries regularly infomi and remind relevant agencies {Citizens' Acknce, Doclofs, surgeries, bcal
hospitals, hospices) in Shropshire and Telford and Wrekin of the Charity's existence and ils objectives.
Trustees bllng to the Charity's notits eases from their own areas, both geographical and professional. All
areas of the county are covered geographically. Professional expertise comes from the Church, the
County Council, the medical profession as well as members of the general public.
en a sigrFificant donation is receiv￿1 or made press coverage is tsken in the Icvl papers.
In shaping the objectives and planning the activities for the year, the Trustees have considered the
Charity Commission'$ Guidan￿ on Public Benefit.
Page 3

THOMPSON PRITCHARD TRUST
RUSTE
S. REPORT FOR THE YEAR
DED3
DE
EMB
R 2023
ACHIEVEMENTS & PERFORMANC
al Roviow of activtties
The Trust has continued lo make ils existence known by developing contacts with agencies and ca
services aware of people in need of help. Details of the charity are induded in publicats'ons of charitable
Irusls. The Secretaries, linkswilh the medical profession are invaluable and they are able to liaise closely
with GPS and a$s￿lationS such as Nurses Leagues. All applications for help are carefully investigated
and S¢feenod. Tmstees making persona1 assessment visits and submitting confiden1181 reports as the
need anses. Those applications that do not fill the criteria are refused. Sorne are referred lo other
Charitable Trusts.
FINANCIAL REVIEW
a) Rosorvgs polɢy
The Trustees invest ieseNes not required forshort term purposes to producefurther investment income.
This is the charty's main source of income. Four Custodian Trustees are appointed lo review the
Charity's investments tsvice yeady and they ￿port back to the Committee of Trustees. The inves*menls
are managed by $lockbrokers and are held in Chantable Funds.
The f￿e resetves of the charity at 31¥t December2023 were £53,433 {2022'. £57,222). These are the nel
cash assets of the charity at the end of the financial year.
b) Grant maklng pollcy
The Charity irsviles 8pplicationg in accordancewith Its objects bywriting to the Secretsries. Grants of less
than £600 may ￿ agreed by the Chairman and grants over £600 are ratified by the Committee of
Trustees. 133 minor grants were made in the year.
Signgd on bphalf of the Tru8ts0s by
Mrn E Kldson
Chairman
Page 4

THOMPSON PRITCHARD TRUST
RECEIPTS AND PAYMENT
ACC
UNTS FOR THE YEAR ENDED 31 D
CEMBER 2
Unrestrictod Funds
2023
2022
R￿?￿pts
Dividends
Interest
31,617
2,261
30,049
843
33,879
30,892
Othgr Receipts
Portfolio Movement
15,115
33,879
46.007
Payments
Grants
Governance
Portfolio Movement
34.472
2.740
456
46,181
4.078
37,609
50,259
Net R8coipt81lPaymènt81
13,7291
{4,2521
Cash Funds last year end
57,222
61,474
Cash Funds this yearend
53.433
57,222
Page S

THOMPSON PRITCHARD TRUST
RECEIPTS AND PAYMENTS ACC
NT
R THE YEAR E
DE
1 DECEMBER 2023
2023
2022
Cash FuTrd8
Share of Cafcash Account
Harris Allday Eamings Account
Harris Alday Oeposil Account
29,318
8,769
15,346
36,600
5,133
15,489
Total Ca$h Fund$
53,433
57,222
Investmonts
Market
Value
2023
Market
Value
2022
Cost
Portfol￿ with EFG Harris Allday
656,748
819,424
799,268
Slgnod on bohalf of the Trustees by
E Kidson
Chainnan
Dats........
Page 8