Davle5 Trust
Ch8rfty number254526
Accountstorthe year ended 31 December2024
2024
2023
INCOME
Rent
Interest
Sale of propety
1.455
23
0.000
Totsl
130,023
DISTrIBiJTION
2.170
COSTS
Legal fees
Prof8sskJnal tees
3,853
Total
3,180
7.973
NetSUrP￿s of Income ¢)ver expendlture
.050
8alance broughtfornard
Balance carrledfowrd
122.116
0.390
122,115,57
TRUSTEE
ACCOUNTANT

Independent Examinerfs report to the tru5tee5 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 2024. which are Set out on the attached sheet.
Respective Te5ponsibilities 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 144121 of the Charities Act 2011 (the
2011 Act) and that an independent examination is needed.
It Is my responsibility to
Examine the accounts under sertion 145 of the 2011 Act
To follow procedures laid down in the general directions given by the Charities
Commi55ioner5 under section 1451511bl of the 1993 Act, and
To state whether porti¢ular matters have come to my attention.
Basis of Independent Examlnerfs report
My examination was carried out in accordance with the general directions given by the Charities
Commission. An examination Includes a review of the accountin8 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 15 Biven as to whether the accounts present a "true and fair
view" and the report is limited to those matter5 set out in the Statement below.
Independent Examlnerfs staternent
In connection with my examination, no matter has come to my attention
111 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;
121 to which, in my opinion, attention should be drawn in order to enable a proper
understanding of the accounts to be reached.
Elizab
th Klingaman
The Old Rectory, Worlington, Bury St Edmunds IP28 8RU
10 September 2025

Chairman's 2024 Annual re
ort for the Charit of Reverend James Davies.
My annual report reflects much of the thinking of the Trusties as we transitioned
to Charity into a new "adventure!
During the year of 2024 much was discussed:
The trustees were presented with a proposed Constitution for discussion during
this period. It was decided to remain as w are at present using our long- term
status as Church Trust
We now have a bank account with Lloyds {Current) where funds deposited for
regular access to funds for operation could be accessed. Other funds from the
CCLI account which we have closed, (some £86k being the balance) from the
sale of land would be deposited into Cambridge Building Society for 1-2 years.
Note: (the maxlmum that can be is a Buildlng Soclety so that amount would be
invested 1-2 years. !)
After discussion it was decided "The Trust" (Trustees) would continue to operate
as has been the case, in the past, dealing with distribution to singles, doubles
and selected homes/circumstances where we could confirm there was a benefit
to assist as the Davies Charity has done for a number of years. It was muted that
we should do some meaningful investigation and seek advice of reaching out to
assist those in real need those with health as well as disability. This being
achieved wlth care. (As noted previously.)
As usual we would place a carefully worded advert in the Barton Miller inviting
applications as in previous years. We will also initiate some investigation as to
where we, as a Trust, can be of meaningful help in agreed circumstances.
As in past years the amount to be distributed will be discussed prior to
December by the Trustees.
As Trustees we look forward to the future years {hopefully as long as the pastl)
Watch This space... so they say.
Warm regards to all as we approach Christmas and a New Year of adventure
and expectation.
Dave Traher. Chairman.