THOMP80N PRITCHARD TRUST REG18TERED CHARIry NUMBER 234601 STATEMENT OF Accoupirs FOR THE YEAR ENDED 31 DECEMBER 2024 IVR PARTNERS CHARTERED ACCOUNTANT8 ELMONT HOUSE SHREWSBURY BUSINESS PARK SHREWSBURY 3HROP8HIRE
INDEPENDENT EXAMINER'S REPORT ON THE UNAUDITED ACCOU1$ OF THOMPSON PRITCHARD TRUST FOR THE YEAR ENDED 31 DECEMBER 2024 Independont •xamln•rfs report to the Trust90$ of Thompson Prftchard Trust l'the Charity.) I report lo the Charity Trustees on my examination of the accounts of the Charity for the year ended 31 December 2024 which are s81 out on pages 1 to 6. This report is made solely to the Charity's Trustees, as a body. in accordance with section 145 of the eharilies act 2011 and regulations made under section 154 of IhatAcl. My work has been undertaken so that I might slats lo the Charity's Trusteesthose matters l am required lo state to them in an independent ¢xaminer's report and for no other purp08e. To the fullest extent permitted by law. I do not accept or assume responsibilty to anyone other thon the Charity and the Charity's Trustees as a body for my worf( or for this report. Ro8pon8lblllty and basts of rnport As the Trustees ofthe Charity you are fesponsible for the preparatn of the accounts in accordancewith the requirements ol the Charities Act 2011 1.the 2011 Acl'l. I report in respect of my examination of the Charity's accounts carried out under section 145 of thè 2011 Act and in carrying out my examination I have folk)wed the applicable Directions given by the Charity Commission under section 14515llbl of the 2011 Act. Independent •x•mlno¢8 Statement I have npleted my examination. I confirm that no matters have come lo my attention in connection with the examination giving me cause lo believe that in any material respect.. aecounling recordswere not kept in respect oflhe Charty 8s required by sectK)n 130 of the 2011 Act., or the accounts do not accord with those records,. or the accounts do not comply with the applicab requirements concnIng thefomi and content ofaccounls sel out in the Charities IAccounls and Reportsl Regulations 2008 other than any requirement that the accounts gwe a'true and fairf viewwhich is not a matter considered as part of an independent examination. I have no conc$ and have come across no olhfjr matters in connection with the examination lo which attention should be drawn in this retKJrt in order lo enable a proper understanding of the a¢eounl8 lo be reached Tim Lunt WR Partner8 Chartered Accountants Belmont Hous& Shrewsbury Business Park Shrew$bury SY2 6LG BA FCCA MTPI . 0110&2025-
ARDT NDE CHARIT MBER 2346 STEE Mrs E Kid80n Ichalrman) Dr J Beach Mrs J Wlliam8 (Vice Chalmwn) Mrs L Gill (Resigned in Yearl Dr S Sutton ITreasurerl Dr D Northem (Joint Se¢retsry) Or P Bottomley {Joint Secretary) Mr D Stacey Dr E Nolan (Joint Secretary) Mrs S Cle$ham (Resigned in Year) R Partners Belmont House Shrewsbury Bu8ines$ Park Shrewsbury Shropshire SY2 6LG Wa¢& Morgan 21 Sl Mary's Street Shrewsbury Shropshirg CAF Bank ADDRE88 FOR CORRESPONDENCE Dr D Northem 8 Woodhouse Lene Priorslea Telford TF2 9SX q•1
THOMPSON PRITCHARD TRUST REN ED 1 DECEMBER 20 VE al Constitution The Thompson Prilchard Trustwas constituted by a Trust Deed dated 6April 1939, founded bytheW+II of Annie Louise Prilchard and comprTsed in o scheme dated 12 October 1956. The Charity's registered number is 234601. bl Mothod of appointment of Trust••s TfLtslees are appoinlgd by the Committee al theAnnual Meeting ea¢h year. Trustees can be Cowopled at any time during the year. cl Rl8k management The Trustees have assessed the major risks to which the Charity is exposed and are satisfied that systems are in place lo mitigate the exposure to the major risks. The Trustees Consider the Charity to be well positioned lo manage the Gurrent 8itualion and secure operations into the future.
MPSON PRITCHARD TRUST TRU TEES. REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 OBJECTIVES & ACTPdlTIES al Pollclos and objectlves To apply the ineome thereof in or towards providing convalescent Irealmenl for poor patients on their being discharged from the Royal Shrewsbury Infirmary orfor otherpersons in any Convalescent Homefor the lime being provided by the Trustees or in any Inslrtutson which provides convalescent treatment for poor persons as the said Trustee5 shall in their discretion think fit. In so far as th& Trustees are unable to apply the clear income for this purpose they may appty the same as they think fil for the benefit of eitherthe Sick pogr of Shropshire geneialty or of such sick poor persons sidenl therein as they select and in particular bul without prejudice lo the generality of the foregoing in one or mor8 of the ft)Ilowing way8'. The supply of bedding, comforts, fcod fuel and medical and other aids. Grants for the benefits of persons who are sick, infimi, convalescent or in need of st or change of air to defray the expenses of recuperalwe holidays or of obtaining domestic help. The donation of money in aid of the fund5 of any convalescent home or other institution or organisalion estsblished or lo be established for the care and ielief of sick persons upon the tsrms which will ensure that the benefi't of the inslilulion or organisalion are available forlhe sick. poor of Shropshire. b} Actlvltles for achievlng objgCtiv•¥ The Charty is listed in Televanl Char¢ty direclorles and the information kept upto dats. Many applicalions are made by way of information from the directories. The secretaries regularly infomi and remind relevant agencies (Citizens. Ad¥e, Doctors. SUTgeries, local hospitals, hospices) in Shropshire and Telford and Wrekin of the Charity's existence and its obj'ectives. Trustees bring to the Charity's notice cases from their own areas, both geographical and profess•nal. AV areas of the county are covered geographically. Professional expertise comes from the Church. tr)e County Council. the Medal profession as well as members of the general publK. When a significant donation is received or made press coverage is taken in the loGai papers. 'n shaDing the objectives and planning the activities for the year. the Trustees have conSKlered the han Commission's Guidance on Public Bgnofil. 4qe3
TH N PRITCHARD TRUS-, TR STEE R THE YEAR ENDED 31 DECEMBER 2024 •) Rovlwi of actlvltl88 The Trust has continued lo make f($ 8xi$lence known by developing contacts with agencies and cafe services aware of people in need of he5p. Del8ii8 of the Charity are induded in publications of charitable Irusls. The Secretaries, links wtth the medical profession a invaluable and they areable to liaise dose with GPS and associations such as Nurses Leagues. All applications for help are carefulty investigated and screened, Trustees making personal assessment visits and submitting confidential reports as the need arises. Those applicab'ons that do not fill the crrteria are refused. Some are referred to other Charitable Trusts. FINANCIAL REVIEW a) R&r¥6$ pollcy TheTruslees invest reserves not iequired for short tem purposesto produce fvrther investment incorne. This is the Charity's main SOU of income. Four Custodian Trustees are appointed to review the Charity's investments tsvice yearly and they report back to the Commrttee of Trustees. The investments are managed by stockbrokers and are held in Charitsble Funds. The flee reserves ofthe Charity at 31st De¢ernber 2024 were £56.98412023.. £53.433). These are the nèt ash assets of the Charity at the end of the finanryal year. b) Grant making policy The Charity invites aptAications in accordancewilh ils objects by writing lo the Secretaries. Grants of less than £600 may be agreed by the Chairnian and 9rants over £600 are ratifd ty the Committee of Trustees. 103 minor grants were made in the year. Slgned on behalf ol the Trustee6 by Mrs E Kidson Chairnian Pagg 4
CHARD TR RECEIPT AYPIENTS ACCO NT ENDED 31 DECEMBER 2 Unrestrlctod Fund• 2024 2023 R8celpt• DIdendS Interest 33,951 2.976 31.617 2,261 36.927 33,879 Oth•r R•c•lpts Portfolio Movement 36.927 33.879 P•ymonts Grants Governance Portfolio Movement 29,325 3,036 1,015 34,472 2,740 456 33,378 37,609 Net Rec•lpl•l(P•ym?nt•l 3.551 {3,729J Cash Fund8188t year end 53.433 57,222 C•8h Funds thls year ond 56.984 53.43=. Page 8
THOMPSON PRITCHARD TRU YMENTS ACCOUNT TH ED CEMB 2024 2023 Cash Fund$ Share of Cafcash Account Harris Alklay Earnings Account Harris Allday Dèposit Account 33.933 8.422 14,629 29,318 8,769 15,346 Totsl Cash Funds 56,984 53.433 Inve8tments Mark•t Value 2024 Market Value 2023 Cost PortfolKJ With EFG Harris Alday 693,377 835,613 819.424 Slgnèd on bèhalf of the Trustoes by Mrs E Kld8on Chalrnian Dats.... Page 6