2024-12-31-accounts - Dursley United Charity

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Trustees' Annual Report for the period

Period start date Period end date 01 01 2023 31 12 2024

From

Section A Reference and administration details

Charity name DURSLEY UNITED CHARITY Other names charity is known by Registered charity number (if any) 248960 Charity's principal address St. James Parish Centre Silver Street DURSLEY Gloucestershire GL11 4NA Postcode GL11 4NA

DURSLEY UNITED CHARITY

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Susan Creswick
Peter Graeme
Smallridge
Laurence James
3
Bradley
David Rolfe
4
Lungley
Dr Sharron
5
Cunningham
Miranda Anne
6
Clifton
Christine Mary
7
Wetton
8
9
10
11
12
13
14
15
16
17
18
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19 20

Names and addresses of advisers (Optional information) Type of adviser Name Address

Section B Structure, governance and management

Description of the charity’s trusts

Constitution Type of governing document

(eg. trust deed, constitution)

How the charity is constituted

(eg. trust, association, company)
The trustees are appointed as per the Constitution of 15 May 2003
Trustee selection methods including five nominated by the Councils of Dursley (2), Cam,
(eg. appointed by, elected by) Stinchcombe and Uley and two nominated by Cam and Dursley Churches together.

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

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;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

Gives financial help to relieve hardship or distress and to promote education and wellbeing in the area of benefit. (The area of benefit is defined on the Governing Document page

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A total of £4569 of financial help was given to individuals, families & organisation in need for items like clothing, furniture, furnishings, household appliances, children’s equipment & help towards heating & utility bills.

A total of £550 was awarded to Students in need of financial help to assist them in their further education journey.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

A total of £5560 of financial Support was given to families & individuals to help them provide food & Christmas gifts.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

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Section D Achievements and performance

Summary of the main achievements of the charity A Total of £12679 was given in goods & financial help to relieve hardship during the year & distress and to promote education and wellbeing in the area of Dursley, Cam, Uley & Stinchcombe

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Section E Financial review

We have adopted a 'security before yield' policy, allocating funds to Brief statement of the investment vehicles that are recognised for their operations in the charity’s policy on reserves charity sector, notably CCLA's COIF funds and Black Rock. Investments are reviewed at least once a year or when required by internal or external factors

Details of any funds materially in deficit

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Creswick Full name(s) Susan Position (eg Secretary, Chair, Chair etc) Date 21/07/2025

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DURSLEY UNITED CHARITY Registered Charity No: 248960

RECEIPTS AND PAYMENTS ACCOUNT

FOR THE YEAR ENDED

31/12/2024

DURSLEY UNITED CHARITY

YEAR ENDED 31 DECEMBER 2024

RECEIPTS AND PAYMENTS ACCOUNT

RECEIPTS Rents received Dividends/Interest Grants and other income ASSETS AND INVESTMENT SALES Halmore Land Sale ASSETS AND INVESTMENT PURCHASES CCLA Investment Fund CO3044735 CCLA Investment Fund CO3044732 PAYMENTS Repairs & refurbishments Insurance Professional fees Clerk's honorarium Sundry/Expenses Grants Fees & Commissions NET RECEIPTS CASH FUNDS 31/12/2023 CASH FUNDS 31/12/2024	NOTES 1 2 3 4 5 6 7 8 9	2024 2023 £ £ 13,164.14 11,526.93 7,248.11 6,983.39 250.00 4,335.26 20,662.25 22,845.58 190,000.00 - 190,000.00 22,845.58 3,913.31 187,605.18 - 187,605.18 3,913.31 580.00 50.00 228.61 803.47 6,097.68 1,890.00 1,650.00 2,512.50 75.87 433.30 12,679.39 18,070.60 990.00 - 22,301.55 23,759.87 755.52 (4,827.60) 17,203.32 22,030.92 17,958.84 17,203.32

DURSLEY UNITED CHARITY NOTES 1)RENTS RECEIVED 35 Silver Street 35 (a) Silver Street Halmore Land 2) DIVIDENDS/INTEREST CCLA CO3044733 CCLA CO3044735 CCLA CO3044734 CCLA CO3044732 Black Rock 39146 3) GRANTS AND OTHER INCOME Elk Motors Donation 4) INSURANCE Edison Ford 5) PROFESSIONAL FEES Wilmot & Co Solicitors Loxley 6) HONORARIUM Clerk's Honorarium 7) SUNDRY Clerk's Expenses 8) Grants Organisational Grants Educational Grants Hardship/Financial Support Grants Christmas Support Grants 9) Fees & Commissions Bennett Jones Property Management	YEAR ENDED 31 DECEMBER 2024 COIF Charities Short Duration Bond Fund COIF Charities Investment Fund COIF Charities Deposit Fund COIF Charities Ethical Investment Fund BLK Charities UK bond fund A inc	2024 3,849.96 6,600.00 2,714.18 13,164.14 1,053.63 4,737.44 350.58 51.18 1,055.28 7,248.11 250.00 250.00 228.61 228.61 3,088.68 3,009.00 6,097.68 1,650.00 1,650.00 75.87 75.87 2,000.00 550.00 4,569.39 5,560.00 12,679.39 990.00 990.00

DURSLEY UNITED CHARITY YEAR ENDED 31 DECEMBER 2024

STATEMENT OF CASH AND INVESTMENT ASSETS

Cash Funds Lloyds Bank Investment Assets 35/35a Silver Street Valuation 26.074 acres of land at Halmore- Sept.2023 Valuation CCLA Charity Funds: CCLA Short Duration Bond CO3044733 CCLA investment fund CO3044735 CCLA Deposit Fund CO3044734 CCLA Ethical Investment Fund CO3044732 BlackRock Charities UK Bond Fund: Fund A Inc Ac No:39146 Total Cash and Investment Assets FUNDS Unrestricted funds	42,031.59 174,037.78 7,000.00 189,343.66 412,413.03	2024 17,958.84 150,000.00 - 24,936.07 437,349.10 650,307.94 455,307.94 - 455,307.94	40,784.58 170,193.10 7,000.00 1,756.97	2023 £ 17,203.32 - 175,000.00 219,734.65 26,090.61 420,825.26 438,028.58 438,028.58 - 438,028.58

CHARITY COMMISSION FOR ENGIAND AND WALES Independent examiner's report on the accounts Section A Independent Exaniiner's Report Report to the trustees DURSLEY UNITED CHARITY On accounts for the yèar onded 3111212024 Charity no (if any) 248960 Set out on pages I report to the trustees on my examination of the accounts of the above Charity {Yhe Trust.) for the year ended 3111212024. As the charity's trustees, you are responsible for the pparatIOn of the accounts in accordan with the qUirements of the Charities Act 2011 {'the Act.). Responsibilities and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. Independent examiner's statement Pp1K. Delete [ ] ifnot applicable. I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination48tkeA respect". which gives me cause to believe that in, any material the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements concerning the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drwwn in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the words in the brackets rf they do not appty. Date: Signed: Name: 4Évih) Relevant professional qualification{s) or body Oct 2018

(if any): Address: LE-3 ur% Section B Disclosure Only complete if the examiner needs to highlight material matters of concein (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. Oct 2018