MALMESBURY LEAGUE OF FRIENDS Registered Charity No 261801 ANNUAL REPOFrr AND ACCOUNTS Year Ending 31 December 21Y23 LME RIEND The MalmesbiHy League of FrndS 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 chaInrn 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 JY 23 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 s1?5 and other in the community who are sick. cOnvalesn disab infirni or in need of financHI The trte08. 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 fOrnL 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 yÈaroteonsol*laiion and sle•¢ty progress for tho Maknesbury af Friermls IMLOFI. Wr wèrè ablÈ to our th tr*-mr)nthfy me*iw in our usual meetiry pl&ct. top fl¢w ¢f MKC. forwhith we Irevery BrniefvL We doThafionstOtsr* OV¢f £67IYXllurin¢ thr list of whKh is in the Tre85urpr'5 r*porL The MLOF Inlknent Portfolio th•lAes us to make donati5 to a ¢7f orn41¥0 indiwdualL tt is •bwlulelv to our ohtr4. Under Davkl Atstherford'soutslaftding Stewardship. tt a steady al hIttry 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 &Yofessial IWKI marwgw>enL Indeed, it 15 a Tequirnent ofth? Chariiios Cornfflission. J£(ordlrth, In J¥fv, we lrterned highty regartEed and su(cesslvl fund managÈrnent companie&. l)Jlter ChevTgt •nd Charfe5 Stanlry. After a ¥eryth0ro Tthiew af thèir propos• th4r*$ 51*nl* wa5 appoints Their Inert Manager, Sheltey J•me& VrVnied 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 HeW5t 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 M*lmtsbwy 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 m*etin8s in their cv(rfererKe rcwL The new maroger 41 AH, Dean Palfw. appfoached us durinithÈ yv&r forwK4)t)rr dES0P1£theiT Heart of the Ib)me woie¢ whh isor40w. n5 for • insherston. vthl¢h MLOFwould wpLrt Trtinue. but progress isgIKi. txmg the yw. we fvnded 4t £L eath. fDW more defi]lIatOr cr%1¢n Molmesbury Tettnis O Ildrtch- 5CIX funding.. £7SO fundiry. £75Q Thi5 brings the tot•1 number in tr* k1 •re4 paid. w party paid. ty MLOF, to 25. Fwther in5ts11th05 arE nr&ed for f¢r moft in MaIrneslry itselfdurine 2024. *lth kx•l ef E30JXXJ. Asa resu¢ thè d*irman 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 0r 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.$14nd1 rontad ttRr*. J•nt Ltitht¢n. dep¥rted •nd h•s béen succÉèdéd by rina out. We continueto SUPPOrt kKal o1pni5alwJ in and. thring th• y•ar. hav4 hPEd thi tplkn¥inL othtrs (see fuu of don¥iionsl: Cartmoll NSnftxt5. £6,1) Tovrn Cinem4 Proiecior. £5,rxJ) rw, Chippènharn- £32 HEALS-SuzThrActivty. £LC(K* & Chri5trnas Appeil £LC J#kdawo)thmtshity m4a2fèQ- £750 Sw Safe Initskn. É 365 Wc M•In (wnmltted to needy Indlvidu•h •nd. during the rwe help*d: A rlISt0 hèr cxr to enabl• hor to start ¥bvrk atG*IH a5 a monkl health rwrs MACT 1% •rther, endc*#ed. kncal tharitywith kn 7A* Uthuet¢ work d(wl¥. Duriry •r. w• %horrtl requt5ts from tho Stay Safe lftitiatro & the Dthl Empowmrt Prnvarnme for MalmesbwySontor& Ittsntr to belie¥r I1 we SIM?d m•Thain a Stro local rmfile. W¢•lw¢s pJblKix our do¥i$. 5ubFtt lo irnlr¥Nlual tirrwn5taeS on social media. knc•l Wt&sd r•dh. Thrthlh the ExCeert by Kerth Mastir¥ we ensured that the loc*1 cthmnh4nitY. YS• Social rIthI. are apwarE cfthe ptant work uthrt*ke. AJI thè donationsrnidè thrfntthe ye•r only been possble frorn the incorne derNed from • sthl•nt1 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 trUte to hirn for hlstirelÈss *ork ry many Yea His successor, D• Halsey, has alrwty undert•k*ft a w¢rfkk with the tran*r ofthe fund to thirfes SleY & is dcmng * tsnt•sttcp FIn•l I th•nk Ill our tru*oe5hrtheirsupport. ad¥v tir*)e.¥thbth o nwEh ipprlItt C*vid 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]rury 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 Bk as 31 December 2023 23.107.64 $3,728.&3 ..66 (y23 COIF Inv&stment FUTr Schr[e[s MU1 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 maInbUry 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 CarS . 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 [jeCnber 2tY23. which are set out pages 4 and 5. li As the Cheritys Tee8 you are responsible for the pr&paMtion of t ACunt. You consider the Audit TTernent 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 GrnE directions by the Chaitty Commissioners under Section 43 (7) ot the Act. whether partt'cuiw have come My eXrAt 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 TrtIstS nccming such nmtters. Tr procedut68 Uortaken do not provide all the evTrden tfrHt woukl be required in an audiL and WreqUffj l th) not express an wdit opirion on tho vicw gven by the Accounts. In