## **Chairman’s 2023 Annual report for the Charity of Reverend James Davies.** 

During the year of 2023 the Trustees were approached by Mr Simon Pott (long-time advisor to the Trustees) re possible sale of the land owned by the trust being 14 acres of land known as Fodder’s Field Fen Ground. See map. 

The Trustees met with Simon Pott, a Chartered Surveyor and advisor to the Trustees, to discuss selling the land. This is 14 acres of land being part of a larger piece of land (at Cooks Drove, West Row, Suffolk). See 4. The Charity receives rent for this land yearly which allowed the Charity to give monetary gifts to older people in Barton Mills. The owner of the larger piece of land which surrounded the smaller piece of land owned by the Davies Charity was willing to purchase the land owned by the Davies Charity thus bringing the entire area under one owner. After due consideration and advice from Mr Pott it was decided unanimously that we sell the land to Mr Waters. 

The Trustees then went on to agree that the Chairperson could negotiate on behalf of the Davies Charity and appoint lawyers for the sale and look for an investment broker to assist the Davies Charity to use the money wisely. 

Further meeting in March 2023 the Trustees David Traher, Joanna Traher, Alan Butcher, Peter Alder and Davina Peachey signed an agreement of sale for the land for £130,000 to a Mr Jonathan Waters. **Ashtons Legal were appointed Lawyers for the Sale.** 

The land was transferred to the new owners on 25[th] October 2023. A sum of £124,197.27 (less expenses, see accounts) was deposited into the bank in December 2023. 

_The Trustees agreed to gift 33 single people £40 and 13 couples £60 this year (plus costs £20.00 stationery and £50 travel to and from Bank)_ _**Signed Revd David Traher Chairman**_ 



Flokl N.G. No. Croppedaro8 .'
JR4 TLe37￿560 10.88
JR 5 TL 637M689 9.58
JR 8 TL837￿￿ 7.82
JR 7 TL 6480-3207 3.08
TR 2 TL 84T&0424 34.01
TR 3 TL 8376L5401 7.47
TR 4 TL637M091 1,28
TR7 TL847&1992 4.97
.7R7
TR8 TLe47￿869 18.39
TR 13TL 648M228 2.98
TR4
TR 14 TL 848¢M107 7.44

Charity of the Reveiend James Davies
Charily Nvmbei254526
Accounts lor Iheyear ended 31 December 2023
2023
2022
Income
Rent
Intere51
Salèol properry
1.595
23
130.(*)O
Tothl
130.023
2.170
3.853
1.950
1,530
Cosis
Legal lees
Prolessional lees
Toial
7.973
Nel surplus ol income over expondituie
122.050
8alilnce broughl lorwar¢J
BIK lance cained lomurd
6$.62
122,115.57
Trustoe
Accounlant

1>17
JR4 TL837U580 10.86
JR S TL637￿￿ 9.68
JR8 TL63T&88tr2 7.82
JA4
JR 7 TL 848fy3207 3.(h3
TR 2 TL 647￿24 34.01
TR3 TL837fv6401 7.47
TR 4 TL0376•M 128
TR 7 TL847&1W2 4.97
TR8 TL84Tr2859 18.39
TA7
TR 13TL848W26 2.98
TB4
TR 14 TL848￿107 7.44

## **Independent Examiner’s report to the trustees of the Charity of the Reverend James Davies** 

I report on the accounts of the Charity of the Reverend James Davies 

for the year ended 31 December 2023, which are set out on the attached sheet. 

## **Respective responsibilities of the trustees and the 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 2011 Act) and that an independent examination is needed. 

It is my responsibility to 

- Examine the accounts under section 145 of the 2011 Act 

- To follow procedures laid down in the general directions given by the Charities Commissioners under section 145(5)(b) of the 1993 Act, and 

- To state whether particular matters have come to my attention. 

## **Basis of Independent Examiner’s report** 

My examination was carried out in accordance with the general directions given by the Charities Commission.  An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented to those records. It also includes consideration of any unusual items or disclosures in those 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 audit 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 statement below. 

## **Independent Examiner’s statement** 

In connection with my examination, no matter has come to my attention 

- (1) Which gives me reasonable cause to believe that in any material respect the requirements: 

To keep accounting records in accordance with section 130 of the 2011 Act; and To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; 

- (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 

Elizabeth Klingaman 

The Old Rectory, Worlington, Bury St Edmunds IP28 8RU 26/10/2024