BRACKLEY UNITED FEOFFEE CHARITY REPORT AND FINANCIAL STATEMENTS YEAR ENDED 30th SEPTEMBER 2025 CONTENTS PAGE Trustee'5 Report Ito5 Independent Examiner's Report Receipts & Payments Account Statement of Assets & Liabilities Statement of Trustees, Responsibilities Charity Registration Number 238067 Trustees, Annual Report for the period Period start dale• Period end dale ÉOE From To Section A Reference and administration details Charity name Brackley United Feoffee Charity Other names charity is known by Registered charity number lif any} 238067 Charity's principal address 24 Broad Lane Evenley BRACKLEY Postcode NN13 5SF Names of the charity trustees who manage the charity Datès aetèd If not for whole ear Trustee name Offi¢• Ilf any) Name of person lor body) entitled toa oint trusteè ifan Caryl Billingham Anthony Bagot- Webb Chairman Co-optative Brackley Town Council nominee Vice-ehairman Peter Jeskins Treasurer Co-optalive Ex-officio, Town Mayor Ex-officio, vicar St Peter's Ex-officio, Town Mayor Co-optalive Bernard Tiller From 13 May 2025 Richard Duncan Elaine Wiltshire To 12 May 2025 Alexander Britchfield George 8rilchfield Elaine Dixon Trevor Gregory Co-optalive Co-optative Brackley Town Council nominee 10 Kale Nash Brackley Town Council nominee 12 Denise Stevens Philip Stevens Paul Wiltshire Co-optative Co-optabve Brackley Town Council nominee 13 14 Names of the trustees for the charlty. If any, (for example, any custodian trustees) NONE Names and addresses of advisers (Optional information) - none Name of chief executlve or names of senior staff members (Optional information) nla TAR Merch 2012 Section B Structure, overnance and mana ement Description of the charity's trusts Scheme of 1977 Type of governing document How the charity is constituted Trust Trustee selection methods Four trustees are nominaled by Brackley Town Council. seven Irustees are co-opted by the other trustees., the Town Mayor and the Vicar of St Peter's are ex-officio trustees for the duration of their respective terms of office. Additional govemance issues (Optional infomiation) The charity is a standalone organisation. You may choose to include additional information, where relevant, about.. All meetings are properly convened and clerked-, trustees usually meet three limes per year, and all decisions are properly minuted and auditable. policies and procedures adopted for the induction and training of trustees., the charity's organisational structure and any wider network with which the charity works., Trustee5' views are soughl, in writing, to address applicalions be￿een meetings to avoid any unnecessary delay in granting important aid lo Ihose in need. All applications for assistance are judged on their Individual merits". informal professional advice leg medica5 or educationall may be sought on an anonymous basis if required to ensure decisions are soundly based. relationship with any related parties., trustees, consideration of major risks and the syslem and procedures lo manage them. Applications are welcomed via professionally trained and qualified third parties as their involvemenl can play a vital part in the "due diligence" undertaken to ensure validrty of any application. Section C Ob"ectives and activities The Charity's principal res onsibilities are to maintain the properties in their ownership and to oversee their cash inveslmenls. The proceeds derived therefrom enable the charity to fulfil its ob eclives which are lo help the community of the ecclesiastical parish of Brackley. This is done on the following basis.. one-third is given directly to St Peter's Church to assist wit# the maintenance of the fabric of the building, one-third is allocated lo a Relief in Need fund and the final third is allocated to an Education fund. Summary of the objects of the charity set out in its governing document TAR Msrch 2012 Tfustees consider all applications received on their individual merit. Some applicants may be ineligible for various reasons. The overarching criterion for assistance is that the recipient must be resident with the ecclesiastical parish of Brackley, which comprises the town of Braekley and the small nearby village of Halse. Applications are accepted from individuals, from schools, clubs and organisations. Olhers may be received via local healthcare professionals, via local Churches, via housing associations, via local Money Advice Officers. Summary of the main activities undertaken for the public benefit in relation to these objects Iln¢lude within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Additional detalls of objectives and actlvltles (Optional inforniation) You may ¢hoose to include further slalements, where relevanl, about.. policy on grantmaking., policy programme related investment., contribution made by volunteers. TAR March 2012 Section D Achievements and performance Summary of the main achievements of the charity during the year Annually the charity divides its income into three parts. One third is granted directly to St Peterfs Church for assistance towards the maintenance of the fabric of the building. This year, that sum was £10,000. A second third is transferred into our Relief in Need 'pot" During the year some of the grants awafded wefe.. To a disabled individual to enable the provision of a motorised scooter which has helped their mobility and, equally importantly, their mental health in that they can now get out into the communty and is no longer isolated in their own home, While goods were purchased for a homeless person who was able to move into their own accommodation. Small purchases of second-hand furniture were also made. This individual has made extensive subsequent conlribulions to the community. Donations were made to the local food bank so that non-food items could be purchased for distribution to those in need Cash gifts were distributed to a number of older residents at Christmastime Funding was given lo a local youth group towards a summer holiday project, and the Feoffee grant was given from both Relief in Need and Education Financial help was given to assist in providing transport for a child, who is a principal carer, to access support services on two occasions. Financial help was also given to the parent lo assist wilh travel to access treatment for cancer A grant to a local support group which concentrates on isolated individuals The year's allocation to the fund was distributed wilh a small amount being laken from historic reserves The final third goes into our Education fund. Grants were made to six local schools and pre-schools.. these were principally lo widen the offer at the school to become more inclusive and also to offer outdoor activities to help with physical and mental health. Additionally, two individual granls were made lo students going on overseas educational expeditions. and further funds were made available to a local family lo help with some special non-mainstream educational provision. Again. the year's distribution was "overspent. and some was taken Irom histotic reserves. TAR March 2012 Section E Financial review The charity ailns to maximise benefit from its assets.. our four properties are let oul at full market rent and our COIF investments are carefully monitored. The increase in income enables the charity to accommodate more people in need. An equitable balance be￿een investment in properties and cash investments is maintained. Brief statement of the charity's policy on reserves Details of any funds materially in deficit NIA Further financlal review details {Optional information) You may choose to include additional information, where relevant about.. the charity's principal sources of fvnds (including any fundraisingl., how expenditure has supported the key objectives of the charity., investment policy and objectives including any ethical investment policy adopted, The charity is in the fortunate position of not needing lo actively fundraise in order to pursue its charrtable objectives. The charity's income derives from.. a) its rental income and b) its investment income Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees. report above. Signed on behalf of the charlty's trustees gjgnaturelsl C S BiLLkwhA S &gOt. Full name{sl Position leg Secretsry, Chair, etc) Caryl Suzanne Billingham MBE Chairman Anthony S... Bagot-webb Vice-chairman Date 31 De￿rnber 2025 TAR March 2012 INDEPENDE T EXAMINER'S REPORT TO THE TRUSTEES OF BRACKLEY UNITED FEOFFEE CHARITY I rep(Trrt to the trust¢es on my examination of the accounts of the above charity for the y¢ar ended 30 September 2025 which are Set out on pages 7 to 9. Respective Responsibilities of Trustee5 and Exatniner The chariry trustees are responsiblt for the preparation 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 se¢ti(Trn 145 of tlie 201 l Act and in carrying out my examinaiion, I have followed the applicable Directions given by the Charity Commission under section 145(5Mb) of the Act. Basis of Independent Exatniner's Report My exaTnination wa5 carried out in a¢¢ordance with general directions given by the Charity Commission. An Exatnination includes a revi¢w of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes ¢onsideration of any unusual items or disclosures in the accounts and 5eekin8 explanations from th¢ trustees concerning any such matters. The procedures undertaken do not provide all the evidenc¢ that would be required in an audii, and consequently. no opinion is given as to whether the accounts present a'trne and fair, view and the report is limited to the matters set out in the 5tatemeni below. Independent examIne￿S statement I have completed my examination. I confirni thal no material matters have come to my attention in connection with the exarnination whi¢h gives me cause to believe ihat in. any material respect.. accounting records wer¢ not kept in accordance with section 130 of the Act I have no concern5 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 ihe accounts io be reached. R J Blencowe MA Cantab ACA Blencowes Chartered Accountants 15 Hi¥h Street Brackley Northants NN13 7DH BRACKLEY UNITED FEOFFEE CHARITY RECEIPTS AND PAYMENTS ACCOUNT YEAR ENDED 30th SEPTEMBER 2025 Unrestricted Funds Restricted Funds Total Funds Last Year Recelpts Rent Received C.O.l.F. 39,872 5,696 1,982 39,872 5,696 1,982 501 1,289 1,311 37,359 5,561 2,644 552 1,420 1,444 Deposit Accounts Cyclical Maintenance Fund Charity Education Fund Relief in Need 501 1.289 1,311 Total Receipts 47,550 3,101 50,651 48,980 Paymènts Other Independent Examiner's Fee Secretarial Fees Legal & Professional Fees nsurance Property Repair5 & Maintenance 70 70 13 318 1,160 5,319 2,271 6,016 1,160 5,319 2,271 6,016 4,678 loo 6,757 Dlstrlbutlons Brackley P.C.C. Relief in Need Educational 10.000 9.708 14.327 iO,O(M) 9,708 14,327 11.000 8.664 6.409 Income Allocations 48.871 48,871 37.939 Assets Purchased Accumulation Share5 IERFI Total Payments 48.871 48,871 37.939 Net Receipt5llPayrnent51 -1,321 3.101 1,780 11.041 Cash Funds last year end 69.618 68,827 138,445 127,404 Cash Funds this year end 68,297 71,928 140,225 138.445 oor m p4 121 8RACKLEY UNITED FEOFF EE CHARITY STATEMENT OF TRUSTEES. RESPONSIBILITIES The trustees are responsible for preparing the Trustee's Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards. The law applicable to charities in (England & Walesl requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and ol the incoming resources and application of resources of the charity for that period. In preparing these financial statements. the trustees are required to.. selett suitable accounting policies and then apply them consisiently- observe the methods and principles in the Charitie5 SORP., make judgements and estimates that afe reasonable and prudent.. State whether applicable accounting 5tandard5 have been followed, subjert to any material departures disclosed and explained in the financial statements.. prepare the financial statements on the going concern basis unless It is inappropriate to pre5urne thatthe ch3rity will continue in operation. The trustees are responsible for keeping accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011 and trust deed. They are also responsible for safeguardin8 the assets of the charity and hence for taking reasonable steps lor the prevention and detection of fraud and other irregularities. The trustees are responsible forthe maintenance and integrity and financial informatlon Included on the charity's website.