2023-12-31-accounts

MALMESBURY LEAGUE OF FRIENDS Registered Charity No 261801 ANNUAL REPOFrr AND ACCOUNTS Year Ending 31 December 21Y23

LME RIEND The MalmesbiHy League of Fr￿ndS is a charfty registe￿ the Clwrity Commissioners INumber 261801). The Governklg Instsvwt Is the present Ccjnsbtulion. whlch complies with the requirgments of the Charity CommSssioner¥ and was adoptgd on 17 May 21x17. Th• registered addr￿ is that of tho Treaslrer. Mrs Dawn Halsey. The Coach House. Fothy R¢Jad. Malmèsbury SN16 OJQ. Mr D Hida chaInr￿n Ms H Webb Irice Chalr Mr D Hido Hon Secretary Mr5 D Halsey Hon Treasurer Mr D Authertord Hon Treasurer Mrs S La FontaTh Minutes S•ffttary Mr K Maslin Applicakns Cn Resigned 11 J￿Y 2￿￿3 Mrs Claire Jordan Tn Ejected 9 May 2023 Mr Charfes Goukl Trustse Elected 7 November 2tr23 Mrs Eve Miller Tntstee Eleoted 9 May a)23 Rtr•lected 3 May 2)22 Electgd 9 May &23 cted 3 May 2ff22 EI8Gted 9 May 2023 Resigngd 9 May %J23 The object of the chwlty is to relieve patiwyts fonw patients ot kKal hospita re homes, carn centres other v•elfarn agencies s￿1?￿5 and other in the community who are sick. cOnvales￿n￿ disab￿ infirni or in need of financHI The tr￿te08. policy is genwally to make grants to the NHS Tr[￿ts for the provision of extra comforts initiatives and extra facllltl68 for use in the local aroa by pallents served by the atM)ve ¥gencies. The tharitys income is made up of member¥, subscriptions, donations.1ggacies and interest from inveslments. MaA<* fuhdraffjing has only ever been Vrwjertake￿ in pasL for lar98 bimlding proied& Accounts tor this yw have been prppared in the usual fOrn￿L InC(Xn￿ in the main, has bo•n from Invests￿ A list of donations is attached to this reporL

MALMESBURY LEAGUE OF FRIENDS CHAIRMAWS ANNUAL REPORT. JANUARY- DECEMBER 2023 This has boen a yÈaroteonsollaiion and sle•¢ty progress for tho Maknesbury af Friermls IMLOFI. Wr wèrè ablÈ to our th tr-mr)nthfy meiw in our usual meetiry pl&ct. top fl¢w ¢f MKC. forwhith we Irevery BrniefvL We doThafionstOts￿r OV¢f £67IYXllurin¢ thr list of whKh is in the Tre85urpr'5 rporL The MLOF Inlknent Portfolio th•lAes us to make donati￿5 to a ¢7f or￿n4￿1¥0￿ indiwdualL tt is •bwlulelv to our oh￿tr4￿. Under Davkl Atstherford'soutslaftding Stewardship. tt a steady al￿ h￿Ittry retum. (XTr his r+tiremenl •t the AGM in May. Dawn Hawwas electsd his su¢tessw. She ar￿ thairmin bgth felt thIL wtlh 45sots o¥ar £L5 milkn.this should b¢ under &Yofessi￿al IWKI marwgw>enL Indeed, it 15 a Tequi￿rnent ofth? Chariiios Cornfflission. J£(ordlrth, In J¥fv, we lrterne￿d ￿ highty regartEed and su(cesslvl fund managÈrnent companie&. l)Jlter ChevTgt •nd Charfe5 Stanlry. After a ¥eryth0ro￿ Tthiew af thèir propos•￿ th4r$ 51nl wa5 appoints Their In￿ert Manager, Sheltey J•me& VrV￿nied her ky?osals at our Septembèr rneéting. were unanimou51y accepted, Fol the rcrnainder of the year. al￿ into 2024, the MLOf p¢rtfrAl¢ h4$ been 5teadity tr•nsteTred sn1¢ CS. ort. We are confidèntthat this will emblé us to ¢Ofittn¥e mathg muth needpd and v•bJed don•Oon& Trusttts Ai the AGM tn May. Dawd rtrrired as our lon¥ 514ndinE treasurer aftef mary out#aThl•ng service and was succeèd& by ￿wrt H415￿, I pay tribute to h•n and alsots Oawfft fof h¢r the trartsrci¢)Th of the P¢4fTf¢lio tv QwrlE5 Stanley so seaml tkjrifte the >ar, Paul HeW5￿t fp5V4e4 and Cl•ire Jord•n, Ev< ￿lI[er and ￿a5 Goukj wère èlècted, all of whom are ￿ ￿[Come aThJ are making * v•lutd contribution to the team. E Miluwas parrityl•rty V4tk>)mt tg represent theTolsry 5uryery In 5heT5ton Wt (tyntirtue to eniry excellerrt rèlatior& with the Mlmtsbwy PTwnary CaTr Cqntrt IMPCQ, Atholsuft H(￿ (AHI. and the Tolsty ￿rytry in Shèrston. •ll ofwhith w• hMsupportad during thè ￿T. D(Yti¢ff• l¢K of mÈdical tothe Mlfc oNv£5.X(>. £43CXI to AH lhd £LXD ￿ thrTv15eY 5WFery. 7hE MPCC Practi￿ kknaKer. tharlotte Gtxm•n, has been h￿]¥ helpfttl tn efiablirvé usto hold our metin8s in their cv(rfererKe rcwL The new maroger 41 AH, Dean Palfw. appfoached us durinithÈ yv&r forwK4)t)rr dES￿0P1￿£theiT Heart of the Ib)me woie¢ wh￿h isor40w. n5 for • insherston. vthl¢h MLOFwould wpLrt ￿Trtinue. but progress isgIKi￿. txmg the yw. we fvnded 4t £L￿ eath. fDW more defi￿]lIatOr

c￿r%1¢n Molmesbury Tettnis O Ildrtch- 5CIX funding.. £7SO fundiry. £75Q Thi5 brings the tot•1 number in tr k￿1 •re4 paid. w party paid. ty MLOF, to 25. Fwther in5ts11th05 arE nr&ed for f¢￿r moft in MaIrnesl￿ry itselfdurine 2024. lth kx•l ef E30JXXJ. Asa resu¢ thè dirman and ￿ce thairfft inVTle(I to • m•y)r event kn Septwnbe¢ attended ￿ the Pritscess Ptsyal, tts vAwTr the thaiman was presèrrted kn 2023. donated • fvnher £IO.(mto whKh formally handed 0￿r eat￿ in 2024. continue to rnaintain dose contrct Brithter Future5. the fvrt¢kaising arm of Gn•t Weslern H05Pital IGWHI in SWr￿￿￿. Ourirothe yèar. wé dtsnatèd tlowj t¢)wards a Mobi￿ kRay mathin for ttse in their new ErneTEE￿ DepirtrnwL ¢)Jr I0￿.$14nd1￿ rontad ttRr. J•nt Ltitht¢n. dep¥rted •nd h•s béen succÉèdéd by rina out￿￿. We continueto SUPPOrt kKal o1pni5alwJ￿ in and. thring th• y•ar. ￿ hav4 h￿PEd thi tplkn¥inL othtrs (see fuu of don¥iionsl: Cartmoll NSnftxt5. £6,1￿) Tovrn Cinem4 Proiecior. £5,rxJ) rw, Chippènharn- £32 HEALS-SuzThrActivty. £LC(K & Chri5trnas Appeil £LC J#kdawo)thmtshity m4a2fèQ- £750 Sw Safe Initskn. É 365 Wc ￿M•In (wnmltted to needy Indlvidu•h •nd. during the ￿rwe helpd: A r￿lISt0 hèr cxr to enabl• hor to start ¥bvrk atG*IH a5 a monkl health rwrs

MACT 1% •rther, endc#ed. kncal tharitywith kn 7A Uthuet¢ work d(wl¥. Duriry ￿•r. w• %horrtl requt5ts from tho Stay Safe lftitiatro & the Dthl Empowmrt Prnvarnme for MalmesbwySontor& Ittsntr￿ to belie¥r I￿1 we SIM?￿d m•Thain a Stro￿ local rmfile. W¢•lw¢s pJblKix our do¥￿i￿$. 5ubFtt lo irnlr¥Nlual tirrwn5ta￿eS on social media. knc•l Wt&s￿d r•dh. Thrthlh the ExCe￿ert by Kerth Mastir¥ we ensured that the loc1 cthmnh4nitY. YS• Social rI￿thI. are apwarE cfthe ￿p￿tant work uthrtke. AJI thè donationsrnidè thrfntthe ye•r only been possble frorn the incorne derNed from • sthl•nt￿1 YNéstmént portfolw). Thi5 is krEEty to the magnificent efforts Clf ow stsndinf. tse45urer, Ekvid Rutherlurd who. a51 h•ve ￿TeadY mentioned, relired èt the AGM. I w tr￿Ute to hirn for hlstirelÈss ork ry many Yea￿ His successor, D•￿ Halsey, has alrwty undert•kft a w¢rfkk￿ with the tranr ofthe fund to thirfes S￿leY & is dcmng * tsnt•sttcp FIn•l￿ I th•nk Ill our truoe5hrtheirsupport. ad¥v tir)e.¥thbth o nwEh ippr￿lItt Cvid Mid4 Ch•lrrw- May 2024

LEAGUE OF FRIENDS N &JbscTtptions 225.00 Sala of unrts y),ooo.00 Donations Logacy Interest AftEND Subs 69).CKI Examin8r 142.58 Stationery 44.69 Rèiitsrwrt Grft 53.98 AGM BLrff(rt 200.00 ma]r￿ury TC 27.00 TDJstee Expertsts 269.46 69.00 99.463.01 67.397.52 Uoyds Bank as at 31 D•3cènts 2022 Add Uoyts B￿k as 31 December 2023 23.107.64 $3,728.&3 ..66 (y23 COIF Inv&stment FUTr Schr[￿e[s MU￿1 A&sot Fund M&G Optimal Ino)rrE FuThJ 1,196.848.40 Lloyds Bar& 227.022.85 ITY4estrnefts 53.728.¥5 1,486,TT3.35 T Brown OHal Hon Treasur Dato 011•S1202+

Malmesbury League of Friends No 261801 Purthases and Donations 2023 Heahhcare Equipment 4.320.(K) Mal MalrrEsbury Medical Malnksbury Medical maIn￿bUry Medi(xl (vaccine fridge) 1.512.06 1,551.60 5,362.84 MedKal Equipm¥rt 1.525.50 Auto DAonosti( Jackdaw CIL Carer Support Wiltshire Stay Safe Initiative Alvan Blanch (Defib) WiFtshire Mind So4BeLa . Young Car￿S . MalffEsbury Tennis Club (Defib) Juliag HcyJse Hospice HEALS . Prqector Appeal HEALS Hildrtch (Defib) Cartmell Minibus St Paul¥ {Defib) Lea & Garsdon (Defft)) Wiltshire Air Arrt)ulance Stay Safe Initiative {2) Dcx)Th4ay Wiltshire 554.69 750.00 1.500.00 365.00 750.00 5.tK)o.00 417.00 5.IXIO.00 1,5CNJ.CK) 10,000. 1.CX)O.00 5,000.CKJ 1,OCKI.CX) 750.(X) 6.(K)O.00 1,500.00 1.500.CK) 10,000.00 362.50

PENDENT EXAMINER'S REPORT TO THE TRUSTEES FTHE FFRI R4)ort on the Accounts of the Trust the year ￿ded 31 [jeC￿nber 2tY23. which are set out ￿ pages 4 and 5. li As the Cheritys T￿￿ee8 you are responsible for the pr&paMtion of t￿ AC￿unt￿. You consider the Audit T￿￿Ternent ot Section 43 {2) of thé CW Act 1 ￿ (thè A(1) nol appty. It my resportsibilty to state. on the basis of proc&jU￿ in the G￿rnE directions by the Chaitty Commissioners under Section 43 (7) ot the Act. whether partt'cuiw have come My eX￿rAt￿￿ was cardèy out in ￿Xrdartt ￿ryth the General Drrectiorts gi￿ by the Charlty cornmis5lor￿. ExaTrMnation includes a revtew of accountiTh3 rccords k&pt by thc Charity a compar￿￿ of the accounls ptBSWted ￿ those reMrtJs. It also iocludes consideration of any items or discJOs￿ in the Ac0)￿ts explanations frc4m you &8 TrtIst￿S nccming such nmtters. Tr procedut68 U￿ortaken do not provide all the evTrden￿ tfrHt woukl be required in an audiL and Wr￿eqUffj l th) not express an wdit opirion on tho vicw gven by the Accounts. In <knin8ctith) wilh my pxwrirhlo￿ no trwtter Fxa5 C4Jfne to my attentmjn: 1. Nthich gves ma re&q(xble Qu5e tD believe that ￿ any rrkitefid TE8pect the requi￿rnents to keep aCco￿￿"n9 ￿COrdS in accordanc& WTlh Wion 41 of IhA ArA. and lo pr¥pwe acrx)iJnt ich a(tord with the ao¢wnting records to cornply with Ihe accountirwj requirements ot the Act. have not been meL 2. Wt#¢h. in my opinlon. attwttion sFM)Ldd ￿ dran. in ortlw to ￿￿t4e a prow urwJw5tanding ol the accounts to be rwhed.