Trustees. Annual Report for the period
(OMM15510N
Period start dale
Period end date
2024
2025
From
To
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
GIOU￿StershIre
GL114NA
Postcode
Names of the charity trustees who manage the charity
Date8 acted if not for whole
ear
Trustee name
¢)ffice lif any)
Name of person lor body) entitled
toa
oint trustee
ifan
Susan Creswick
Peter Graeme
Smallridge
Laurence James
Bradley
David Rolfe
Lungley
Dr Sharron
Cunningham
Miranda Anne
Clifton
Christine Mary
Wetton
Toby Stride
0110112025 to 0110912025
1611012025 to 3111212025
Jonathan Charles
Dormer
1011112025 to 3111212025
10
12
13
14
15
16
17
TAR
March 2012

18
19
20
Names and addresses of advisers (Optional information)
e of adviser
Name
Address
Section B
Structure,
overnance and mana
ement
Description of the charity's trusts
Constitution
Type of governing document
How the charity is constituted
Trustee selection methods
The trustees are appointed as per the Constitution of 15 May 2003
including five nominated by the Councils of Dursley121, Cam,
Stinchcombe and Uley and two nominated by Cam and Dursley Churches
To
ether.
Additional governance issues {Optional infomiation)
You may choose to include
additional information, where
relevant, about..
The Trustees are responsible for the overall governance and management
of Dursley United Charity and meet regularly to consider applications,
approve grants and review the Charity's finances.
policies and prO￿dureS
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.
New Trustees are supported in understanding the Charity's objectives,
procedures and their responsibilities.
The Trustees regularly consider the main risks facing the Charity and
maintain appropriate financial controls and procedures to safeguard its
funds and ensure that grants are made in accordance with the Charity's
objectives.
Section C
Ob"ectives and activities
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
Summary of the objects of the
charity set out in its
governing document
TAR
March 2012

A total of £4224.89 of financial help was given to individuals & families in
need for items like clothing, furniture, furnishings, household appliances
& children's equipment.
A total of £1900.00 was awarded to Students in need of financial help to
assisl them in their further education journey.
A total of £1350 was given to 3 Organisations that support the local
community lo enable them to continue their work.
Summary ofthe 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 £9720.00 of financial Support was given to families &
individuals to help them provide food & Christmas gifts.
Additional details of objectives and activities (Optional information)
The Charity provides grants and financial assistan￿ to individuals,
families, students and local organisations within Dursley, Cam, Uley and
Stinchcombe.
Applications are considered by the Trustees in accordance with the
Charity s objectives, with priority given to relieving hardship and distress
and supporting education and wellbeing.
You may choose lo include
further statements, where
relevant, about..
policy on grantmaking.,
policy programme related
investment.,
The Charity is administered by its Trustees, who give their time
voluntarily and re￿1ve no remuneration for their role.
contribution made by
volunteers.
TAR
March 2012

Section D
Achievements and performance
Summary ofthe main
achievements of the charity
during the year
During the year, Dursley United Charity provided a total of £17,194.89 in
financial assistan￿ and support to individuals, families, students and
local organisations across Dursley, Cam, Uley and Stinchcombe.
The Charity continued to fulfil its objectives by providing practical
financial help lo local people experiencing need, hardship or distress, as
well as supporting education, mental health and general wellbeing within
the community. Assistance was provided towards essential household
and family needs, including clothing, furniture, furnishings, household
applian￿$ and Children's equipment.
The Charity also supported young people undertaking further education,
helping students who may otherwise have experienced financial barriers
to continuing their studies. In addition, grants were awarded to local
organisations whose work benefits and supports people within the
Charity's area of benefit.
A significant part of the Charity's support was provided to individuals and
families at Christmas, helping towards the cost of food and gifts at a time
of year when household finan￿$ can be particularly stretched.
Through these grants and financial assistance, the Charity has continued
to provide direct, practical and meaningful support to the local
communily, helping lo alleviate financial hardship, improve wellbeing and
provide educational opportunities for those in need.
TAR
March 2012

Section E
Financial review
We have adopted a 'security before yield, policy, allocating funds to
investment vehicles that are recognised for their operations in the
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
Brief statement of the
charity's policy on reserves
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)
t&s
Full name(s)
Position {eg Secretary, Chair.
etc)
Peter
Smallridge
Chair
Date
August 18th 2026
TAR
March 2012

DURSLEY UNITED CHARITY
RECEIPTS AND PAYMENTS ACCOUNT
FOR THE YEAR ENDED
31/12/2025
Registered Charity No: 248960

DURSLEY UNITED CHARITY
YEAR ENDED 31 DECEMBER 2025
RECEIPTS AND PAYMENTSACCOUNT
NOTES
2025
2024
RECEIPTS
Rents received
Dividendsllnterest
Grants & Gifted Assets
Other Income
10,449.96
15,141.71
155,536.19
1,288.73
182,416.59
10,979.96
7,248.11
650.00
18,878.07
ASSETS AND INVESTMENT SALES
Halmore Land Sale
187,605.18
187,605.18
ASSETS AND INVESTMENTS PURCHASES
CCLA Investment Fund C03044734
CCLA Investment Fund C03044732
145.036.19
187,605.18
145,036.19 187,605.18
PAYMENTS
Repairs & refurbishments
Illsurance
Professional fees
Clerk'5 honorarium
Sundry/Expen5e5
Grants
70.00
593.70
11,936.00
2,190.00
290.41
17,194.89
228.61
3,088.68
1,650.00
75.87
12,679.39
32,275.00
17,722.55
NET RECEIPTS
5,105.40
1,155.52
CASH FUNDS 31
12
2024
17,958.84
CASH FUNDS 31
12
2025
23,064.24

DURSLEY UNITED CHARITY
YEAR ENDED 31 DECEMBER 2025
NOTES
2025
11 RENTS RECEIVED
35 Silver Street
35131 Silver Street
Halmore Land
3,849.96
6,600.00
10,449.96
21 DIVIDENDS
INTEREST
CCLA
C03044733 COIF Charities Short Duration Bond Fund
1,550.43
4,865.23
2,233.12
5,461.23
1,031.70
15,141.71
CCLA
C03044735 COIF Charities Investment Fund
CCLA
CCLA
C03044734 COIF Charities Deposit Fund
C03044732 COIF Charities Ethical Investment Fund
39146
BLK Charities UK bond fund A inc
Black Rock
31 GRANTS
Renishaw
June Margaret pa￿er Will Trust
Grant
500.00
3,000.00
152,036.19
155,536.19
DOPW Transfer of Assets
41 INSURANCE
Property Insurance
Trustee Liability Insuian¢e
369.70
224.00
593.70
51 PROFESSIONAL FEES
Wilmot & Co Solicitors
Griffin & Dee
Bennett Jones
10,922.00
24.00
990.00
11,936.00
61 Other
Christmas cash not collected
National Grid
Insurance Refund
Professional Fees refunded
160.00
26.97
101.76
1,000.00
1,288.73
71 Clerk's honorarium
EO
825.00
sc
1,365.00
2,190.00

81 Clerk's Ex
Postage
Stationery
Flowers
enses
239.59
25.79
25.03
290.41
91 Grants
Organisational Grant5
Educational Grant5
Hard5hip/Financial Support Grant5
Christma5 Gift Grants
1,350.00
1,900.00
4,224.89
9,720.00
17,194.89

DURSLEY UNfTED CHARITY
YEAR ENDED 31 DECEMBER 2025
STATEMENT OF CASH AND INVESTMENT ASSETS
2025
2024
Cash Funds
Lloyds Bank
23.064.24
17,958.84
Investment Assets
35135a Silver Street Valuation
150,(XJO.00
150,000.00
CCLA Charlty Funds..
CCLA Short Duration Bond
CCLA investment fund
CCLA Deposit Fund
CCLA Ethical Investment Fund
C03044733
C03044735
C03044734
C03044732
42991.86
165706.93
152036.19
179657.9
540,392.88
42,031.59
174,037.78
7,000.00
189,343.66
412,413.03
BlackRock Charities UK Bond Fund:
Fund A Inc
Ac No.'39146
25,319.17
24,936.07
565,340.96
437,349.10
Total Cash and Investment Assets
738,405.20
605,307.94
FUNDS
Unrestricted funds
738405.2
415,307.94
738,405.20
415,307.94

CHARITY COMMISSION
FOR ENGIAND AND WALES
Independent exatninÈr's report on the
acEOlJnts
Section A
Independent Examiner's Report
Report to the trustees
DURSLEY UNITED CHARITY
3111212025
On accounts for the year
ended
Ch4rity no
(If any)
248960
Sot out oft pages
Iremembt,
I report to the trustees on my examination Of the acGounts of the at)ove
ehaiity (Ihe Twst.) for the year ended 314E Qr ]D L
As the charity's trustees, you are responsible for the preparation of the
aGwunts in a¢Gord8n¢e Wrth the requirements of the Charities Act 2011
{'the Act.).
I report in respect of my examlnation 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. ¥-:
Responslbllltles and
basis of report
Independent
examiner's ststement
I have completed my examination. I confirm that no material matters have
come to my attention in connection with the examination lethep
-d19e1￿￿ which gives me cause to believe that in, any material
respect."
the accounting records were not kept in accordan￿ with section 130
of the Charities Act," or
the accounts did not accord with the accounting records; or
the accounts did not Cotnply with the applicable requirements
concerning the fo￿ 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 cOn￿mS and have come across no other matters in connection
with the examination to which attention should be drawn in this report in
order to enable a proper understanding of the accounts to be reached.
' plea￿ delete the words in the brackets rfthey do not apply.
Date:
Signed:
Z3. W.102
Name:
Relevant professional
ualification(s) or body
Oct 2018

(If any):
Address:
S K4(Irrol8s Clos
Section 8
Disclosure
Only complete if the examiner needs to highlight material matters of con￿rn
(see CC32. Independent examination of charrty ae¢ounts". directions and
guidan￿ for examiners).
Give here brief details of
any items that the
examiner wishes to
disclose.
Oct 2018