li
THE MILES TRUST FOR THE PUTNEY AIYD ROEHAMPTON COMMUNITY
TRUSTEES. REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2023
E J Avari & Co Limited
178 Twyford Road
Harroiv. Middla¢x
IA•ndon HA2 OSN

THE m￿￿s TRUST FOR THE PUTNEY AND ROEHAMPTON Co￿1￿[[y
TRUSTEES, REPORT AND uNA[￿lTED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2023
Financial Re￿lts- 1Sghlights
Reference and Administrative detsils of the Charity, its Trusttts and advisers
Report of the Board of Trustees
315
Independent Examiner's Report
Summary income and expenditure account
Statement of financial activities
Balance Sheet as at 31 December 2023
Notes forn]ing part of the financial statements
io/ii
Note on investments held at 31 December 2023
(a) Investments held at market value
12
Note on donations as at 31 December 2023
13

Page I
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE VEAII ENDED 31 DECEMBER2023
FiDancial Re8uIts- Higblights
2023
2022
Total Income
28.556
26.896
Charitsbje donations
(26.785)
(26.978)
Net Unreali￿ gainlooss) on investments
8,878
(49.139)
Year end value of investments
651.873
642,995
Unrestricted funds of the charity
650255
641.564

Page 2
FOR THE YEAR E]YDED 31 DECEMBER 2023
TRUSTEES
Mr M R Whit¢ (Cbairnw)
K Caseley (Vice chair)
Mr R J G Holman FCA (freasurer)
Mr P D C N Kitchen MA FCA
Mrs C J Walters MSC, MRCSLT
Mrs C V M Davey LLB.
Mrs N Scotts
Mrs E J Hopper
Mrs A Stevens
Mr N J M Hudson
Mts J Hall
Rev J Ivhittaker
li
SECRETARY AIYD ADMtNISTRATOR Mrs A J Holman
CORRESPONDENCE ADDRESS
I l Genoa Avenue
London
SW15 6DY
Barclays Bank PIC
CCLA Investment Management Limited
l Angel Lane,
London EC4R 3AB
INVESTMENf FUNDS
M&G Securities Limited
P O Box 9038. Chehnsfort CM99 2XF
Black Rock
P O Box 545. Darli￿￿ DLI 9TQ
SOLICITORS
Messrs Russell-cooke SolicitOTS
2 Putney Hill
London SW15
E J Avari & Co Ltd
Association of Accounting Technicians
178 Twyford Road
Harn)w, Middlesex
LA)ndon HA2 OSN

Page 3
REPORT OF THE BOARD OF TRusfEES FOR THE YEAR ENDED 31 DECEMBER 2023
The Trustees have the pl¢asure in presellting their rep)rt together with the unauthted financial
statements of the Tn￿t for the yeArende& 31 December2023.
GOVERNING INSTRUMENT AND BRIEF HISTORY
The Miles Trust was established by a Deed dated 23 April 1913 Under ￿lch Miss Enuna Mil¢s and
Miss EIll￿ Miles gave land ID Putney for a community Hall. That building was supervised by
the Tn￿eeS for many years. Following the sale of the HalL the prO￿edS have been invested
and the income therefrom distributed for general cl]aritable pur￿s4 almost entirely in Putney and
The trust has adopted a new Deed of Tnjst on 23 June 2021 to bring its governance in line with
current best practice. The Tn￿ ￿s0 asked the Chatity Con)rnission to make a Scheme to allow
the payment of tnLStees and associate& The Scheme was approved by the Commission on
23 August 2021.
STRucfuRE, GOVERNANCE AI¥D MANAGEMENT
The Trust is governed by thc Board of trusttt4 which meets tivic¢ a year. The secretary
and the treasurtt maDages all day. to- day opeTatiODS of the Tr￿st and support and advise on all
Tn￿eS receive written reports from the secretary and treasurff at Board Meetings held during
the year to ensure they are kept up to date with all ll￿tters relating to the charity. In addition, the
trustees review an(L where necessary, revise the clwity's policies and pmcedures on a regular
basis.
OWEcfIvES OF THE TRUST
The policy of the Trust is to manage all investments and funds that it holds (including
both capital and income) for such Church work or public charitable purpose and in such manner
as the trustees shall think fit Almost all grants ate made to Sm￿1 Organisations in Puthey and
Roelwnpto
The T￿￿teeS pursue these objectives by inviting applicatÉons from relevant b￿lieS for single or
recurri￿ grants. All applications received by the Trust are considered fi￿t by a sulFcommittee
of Trustees with specialist knowledge of the particular area to which the request for fimds
relates (churcty youth or community) and recommendations are then put IKfore full meetings
of the Trustees.
Related Parties
The Charity has no subsidiaries. The secretary of the Tr￿ Mrs. Angela Holma￿ is the wÉfe
of a trustee.
Plans for 2024
The Tnjstees do not intend to make any changes in the nature of their activities in 2024 and
hope to continue to supp)rt as many cbariL2ble projects as their income and capital will allow.
FINANCIAL REVIEW A]YD RESULTS
The gross income of the Trust in 2023 arnount￿ to £28.556, (2022: £26,896)
After administrative expenses and governance costs of £1.958 (2022: £1.940), £26.598
(2022: £24,956) was available for distribution.
Grants from unrestricted funds totaling £26.785 w&s made to 21 differart organisatioDs
(2022: £26,978) made to 22 different organisations).

Page 4
REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023
FINANCJAL REVIEW AND RESULTS (continue41)
The grants made by the Tn￿teeS in 2023 were made up as follows..
2023
2022
Youth
8,209
8.193
Community
17,576
14.450
Church
On 31 December 2023 the totsl assets less current liabibties of the TrusL including quoted investments
at middje market va]ue, amounted to £650255 (2022: £641.564).
During the year were unreali￿ gains on the Tn￿'S investment holdings of £8,878 (2022:
net unrealised loss of £49.139) &8 shown in Note 2 on page I l.
The trustees have taken the view thaL as a long-tenn investor. the interests of the Trust are best served
by reD￿Illi￿ fully invested.
The results for the year set out in detail on page 8.
Investment Policy
The Tn￿ is a long-tenn investor. The trust¢es decided some years ago that investment management
should be delegated to specialists with particular expertise in acting for charities. The tnlst CU￿entlY
invests in funds managed by CCLA M&G. Black Rock and Prom thcome Trust for Clwities.
The tswt¢es also agreed that the Tn]st's ￿tfoliO should contain a mix of fixed interesL equity and
property fimds. The fixed interest fimds are to ensure st* income and wme capital protectio￿ the
equtties are intended to pmvide capital growth and incom& while the prn￿ty represent an
alternative forn] of asset. with a strong yield Althougb the trustees are able to pay grants out of capitat.
they aim to cover almost all annual grdnts out of regular income.
In 2023 the fixed interest f¢mds increased by 4.480/0 (2022: decreased by 13.2Yo) in vajue and the
income yield was 2.91 % (2022:2.48%). Equity funds showed capitsl appreciation of 2.09Yo
(2022: capital reduction of 4.610/0). Of the Tn￿t'S totsl inv￿¢llt holdings at the end of 2023.74%
wer¢ in equity fund&160/0 in fixed interesL and l ￿/0 in property income.
The trustees are satisfied that their investment p)licy is pn￿ent and relatively low risK while
also being able to generate steady income for distribution to the organisations that the Tn]st supports.
Additio1￿1 information on the Tn￿'S Inves1nK￿ £xn IK found in Notes 2 and 6. on page I l and
page12 respectively.
Risk Management
The Tnjstees have ￿￿Sed the major risks to which the Charity is extx)se(L in particular those rejated
to the Operatio￿ InVestn￿nts held and finances of the chaTity. and satisficd that systcms are in place
to mitigatc thcir exposure to th¢ major risk&

Page 5
REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023
Risk Management (Continued)
On 25 May 2020, the GenerdI Data Protection Regulation (GDPR) came into force. Data protection
and inforn&*ion governance w)licies are in place and are reviewed to ensu￿ that the internal processes
are rOb￿t and comply with any new legislativ4 or regulatory requirements.
There is also an awareness to protect data and all internal wlicies and pmcedures on dats pmtection.
Reserve Policy
The Funds of the Tn￿ are unrestricted and the Tn]stees have resolved for the present to maintain th¢
current level of grants during the years when it does not exceed the total of income on investments.
This policy is subject to regul￿ review.
Takmg into account thc unrealized gain of £8,878 (2022: Ullre￿ investment loss of £49,139),
there is a favourable net movement on funds for the year of £8,691 (2022: loss of £51,161).
Independent Examiner
E J Avari and Co. Limited l)ave expressed their willin￿eSS to continue in office as an
Independent Exa[nIn￿ and a resolution to reapp)int them will ￿ prowsed at the fortI￿orning Annual
General Meeting
The reEK)rt of the Tnjstees was approved on 19 fv 24 and signed on its behalf by:
H£
M R White (Chairman)

INDEPENDENT EXAMtNER'S REPORT TO THE TRUSThES OF
Page 6
THE MtLES TRUST FOR THE PUTNEY AND ROEHAMPTON COTrtNUNITY
I report on the unaudited accounts of the tharity for the ended 31 December 2023 which are set out
on pages 8 to 13.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity, s trustees consider
that an audit is not required for this year (under Section 144(2) of the charities Act 2011 (the 201 l Act)
and that an independent examination is required. The ch&ity's gross income did not exceed £250,000 and
I am qualified to undertake the examinalion by bein8 a qualified member of the Association of
Accounting Technicians.
It is my responsibility to..
Examine the accounts under Section 145 of the 2011 Act.
To follow the PTocedures laid down in the General Directtons given by the Chatity Commission,
(under Section 145(5Xb) of the 2011 Act). and
To state whether particular matters have come to my attention.
Basis of the independent examiner's report
My examination was carried out in accordance with the General Directions given by the Charity
Commission. An examination includes a review of the accounting records kept by the charity and a
comparison of the accounts presented with those records. It also includes consideration of any unusual
itsms or disclosures in the accounts. and seeking explanations from you as trustees concerning any such
matters. The procedures undertaken do not provide all the evidence that would be required in an audiL
and consequently, no opinion is given as to whether the accounts present a 'true and fair view, and the
report is limited to those matters set out in the statements below.
Independent examiner's statement
In com]ection with my examinatioo no matter has come to my attention:
(l) which gives me reasonable cause to believe tha( in any material respec¢ the requirements
to keep records in accordance with Sedxon 130 of the 2011 Act; and
to prepare accounts which accord with the accounting records and to comply with the accounting
requirements of the 2011 Act have not been meL or
(2) to which. in my Opinio￿ attention should be draThTA in order to enable a pro￿ understanding of the
accounts to be reached.
LtyllV-
Edulji J Avari B
M. MAAT
E J Avari & Co. Limit
The Assoclation of Accounting Technicians
Licence Number1004948
178 Twyford Road
Harrow, fvfiddlesex
London HA2 OSN
Dat￿ l¥ June 2024

Page 7
li
FOR THE YEAR ENDED 31 DECEMBER 2023
2023
2022
li
INCOMING RESOURCES
RESOURCES EXPEIYDED
Administration costs
1258
1240
700
Clwitable donations
ET (oirrGOING) RESOURCES
( 187)
(1022)
OTHKR RECOGDIISED GAINS & (LOSSES)
Net W)￿11sed gains/Ooss) on inveslments
FAVOURABLE/IUNFAVOURABLE) ]YET
MOVEMENT IN FUNDS FOR THE YEAR

Page 8
31 DECEMBER 2023
Notes 2023
2023
2022
Funils
Total
Total
INCOMtNG RESOURCES
Incoming resources from generated funds
Investment income
Bank and Other Interest: Gro&8
Income from Charity Fund
49
49
13
28
TOTAL INCOMING RESOURCES
RESOURCES EXPENDED
Administration Costs
Admini￿o¢S Fees & Expenses
Governance eost
Examiner's fees
700
700
700
Charitable Donations
Youth
Conjmunity
Church
(8209)
(17,576)
(8209)
(17576)
(8.193)
(14,450)
TOTAL RESOURCES EXPENDED
Dlet (resources) expended before other
gains & losses
(187)
(18D
(2,022)
Net unrealised gains/ Ooss) on
investments
FAVOURABLKI(IJNFAVOURABLE)
NET MOVEMENT IN FUNDS
8.691
8.691
(51,161)
Reconciliation of Funds:
Total Funds brought forward as
previously reported
Total funds carried. forward
at 31 Decemlxr 2023
692 725
650
55
650
The statement of financial activities includes all gains and losses re￿gniSed in the yw.
All income and expenditure derived from continuing activiti¢s.
The notes on pages 10 to 13 form part of these fmancial statemrnts.

Page 9
BALANCE SHEET AS AT 31 DECEMBER 2023
Notes
2023
2022
FIXED ASSETS
QUOTED INVESTMENTS
Investments at Middle Market v￿UeS
. Wider Range Investments
651,873
641995
CURRENf ASSETS
Sundry Debtors
Cash at bank and in Iwid
- Community
- COIF Cl]arities Dep)sit Fund
359
1.530
Creditors: Amounts falling due
withxn one year
IYET CURRENT LIABILTfIES
TOTAL ASSETS LESS
CURRENT LIABIL￿lEs
50
These financial statements have been approved by the Tnjstees on l? . June 2024 and are si￿]ea on
their beI￿lf by:
Sisned...H.E GJLtL........
M R White
R J G Holman
The notes on pages 10 to 13 forn] part of these financial statements

Page 10
li
THE MILES TRUST FOR THE pirrNEY ROEHAMFTON COMMUNfTY
NOTES TO THE FINANCIAL STATEMENfs FOR THE YEAR ENDED
31 DECEMBER 2023
STATEMENf OF COMPLIANCE
These financial statements bave been prepared in compliance with FRS 102 'The Financial
Rcporting Standard applicable in the UK and the Republic of Ireland,. the Statement of
Recommended Practice "Accounting and Re￿rting by Charities (SORP 2019) applicable
to cl]arities preparing their accounts in accordance with the Financial Reporting Standard
applicable in the UK and Republic of Ireland (FRS102) (Charities SORP (FRSI 02) and the
Cl7arities Act 2011).
ACCOUNTING POLICIES
The following accounting policies have been used consistently in dealing with items which are
considered material in rel￿10n to the financial statements.
(a) Basis of Accounting
The financial statcments are prepared under the historical convention. The charity has taken
advantage of th¢ exemption in Financial Rep)rting Standard Nol from the requirements to
produce a cash flow statement on the ground that it is a small cl]arity.
The financial statements are prepared in Sterling, svhich is the functional currency of the Entity.
(b) Preparation of fin2neial Statemen￿ Going Coneern basis
On the basis of current financial projections and after making such enquiries as are considered
appropriate. the trustees do not anticipate any changes to the Tnjst's opeTation in the foreseeable
future, at least twelve months from the date of signing the financial statements. Hence the
ees continue to adopt the going concern basis in preparing the f]nancial statements.
(c) Investments .Unreal￿Cd Gains & Lo&ges
Investments are shown in the attached balance sheet at their market value, as indicated by the
individual fund managers. The unrealised gains and10&8es on investments shown in the financial
statements relate to the movement in the n]arket value of the FKJrtfolio during the financial year.
(d) Investment Ineome
Credit is taken in the Statement of Financial Activities in the year during which investment
incom¢ is receAved or bwomes receivable.
(e) Charitable Donations
Charitsble donations are made at the discretion of T￿￿e£S and are debited to the statement of
fu&oncial activities in the year in which they are awarde(L

Page 11
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THE MILES TRUST FOR THE PtrrNEY AND ROEHAMFTON COMMUNr
31 DECEMBER 2023 (coiYfINUED)
2023
2022
Published Total loss
Market on revaluation
Value
Wider Ran e Fund
Market Value As at l January 2023
642.995
Unrealised gain/ (lo&s) on revaluation at 31 Decell￿ 2023
Carrying amount at 31 December 2023
51
3. DEBTORS
2023
2022
Interest receivable on COIF Charities Deposit Fund
4. CREDITORS: AMOUFUS FALLING DUE WtrH IN
ONE YEAR
2023
2022
tndependent examithon of the financial statements
Unclaimed Audit Feffj relating to prior years
Secretary's fees and expenses
700
996
615
996
633
750
5. ANALYSIS OF NET knSSETS BY FUND
2023
2023
Unrestricted Total
fund
fund
Quoted investments
Cash at bank and in Imnd
Debtors
Creditors
651,873
1,456
651,873
1,456
Net Asscts as at 31 December 2023

Page 12
NOTES TO THE FINANCIAL STATEMENfs FOR THE YEAR ENDED
31 DECEMBER 2023 (CONnNUED)
6 LIST OF INVESTMEIYTS HELD AT 31 DECEMBER 2023
Cost
Values
Fixed Interest
COIF Charities Fixed Interest Fund
43,294.69 Units
60296.51
52.958
M & G Charibond
44,188 Units
58,768.79
49,420
UK Equities
M & G Clwifu
14.035 Income Units
118,527.59
201.395
Black Rock Merrill Lynch Charishare
38,800 Income Units
99,997.36
282,645
Real Estate
Propety thcome for Cbarities
88287 Units
Totsl (Note 2)
412 590.25
651873

THE MILES TRUST FOR THE PtrrNEY AND ROEHAMvfoN COMMUNr
Page 13
31 DECEMBER 2023 (COI¥TINUED)
7 DONATIONS:
2023
2022
YotrrH
Small Steps for Parents
Shine Again
Wandsworth Borough (Brandlehow School)
Wandsworth Boxing Club
St Mary's Church of Englalld School
1,029
878
1,000
2200
500
695
500
500
920
1203
Our Lady of Victories School
Roehampton Church School
Cobra Boxing Club
Pulney PCC Oasis School
Children'5 Health Centre samari￿ Fund
YouDg Enterprise
Hotham School
Group 64
493
1,984
Putney Relief Committee
Friends of Wandsworth Park
Wimbledon & Putney Commons Conservators
National Schizophrenia Society
Wandsworth Bcreavement Service
Regenerate Rise
Homcstart Wandsworth
Wandsworth Prison Chaplaincy
Wandsworth Prison Welfare Tn
Afgbanistan & Central Asian Association
Iloel]ampton Trust
4,500
4250
SIX)
500
2,500
2,5(M)
1.000
1200
2200
286
I,(￿0
750
CHURCH
St Margaret's Church
Curate/ Assistant Priest St Mary's
Parish of Puthey- Scrubbery pmject
Holy Trinity, Roehampton PCC
Vicar of All Saints, Pulney
Team Rector of Puthey (SLMary's)
300
200
1,500
1,500
335
500
250
250
GII4ND TOTAL