2024-12-31-accounts - Poor's Platt

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POORS PLATT � � � �
�� ~~�~~
FINANCIAL STATEMENTS ~~�~~
FOR THE YEAR ENDED 3157 DECEMBER 2024 ~~� �~~ �
� �
� � � � � �� ~~� � � �~~ � �
SOMERBYS LIMITED
CHARTERED ACCOUNTANTS � 30 NELSON � STREET LEICESTER � LE1 7BA � � �
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� POORS � PLATT Contents ~~Page~~ Charity Particulars 1 Trustees’ !! Annual "#$ Report % 2-4 &' � ~~�~~ Independent Examiner’s Report - 5 ~~�~~ Statement of Financial Activities 2 6 ~~�~~ Statement ~~�~~ of Financial ~~�~~ Activities — prior year 7 ~~�~~ Balance Sheet ~~� � � �~~ 8 ~~��~~ (!)#!)!�*+,!�"#$� Notes to the Financial Statements 9-10 ~~�~~ .,!�$/�0!!� 1� ~~�~~ .,!�$/�0!!� 1�&�#$�� 3� 4!�.� 5� 6$�$��0!!�.,!� 7�&�8� � �

� POORS � PLATT 1 REGISTERED CHARITY NO: 503580 Trustees Mr D !"" Bendell Mrs # E $%"& Hemsley '( )""( Councillor Mrs ' C + Green Mrs ' C -."*/( Philipson Mr ' C 01"" Sewell
� � � � Ms Dianne Tingay
~~�~~ Revd P Watson ~~� � � �~~ Mr ~~�~~ A ~~�~~ Wheeler ~~�~~
~~� � � � �~~ Councillor ~~��~~ M Simmons ~~� �� , �~~ Principal ~~�~~ Address ~~� � �~~ 20a ~~�~~ Millstone ~~�~~ Lane ~~�� ~~ Leicester ~~�� ~~ � � � � � �2 � 32&�, LE1 SJN 45!�-�62( �
Bankers �7�6."� NatWest '( )""(��0%%( �� 13 The Borough � Hinckley
- )/2"�7!!� � � 892�""( �:2 � LE10 1NL � � � � � :)� � Stockbrokers � � � � :#;�<=>� CCLA � Senator House 2 ?� � � � >26� 85 Queen Victoria Street � � � � � ;@�.�((3.� London � � � � � $ )?"&� EC4V 4ET � � � � � :#;9�;>:� � Independent Examiner Mr A West ACA 0()?A(?�� '':7�� Somerbys Limited � � � � � 0 2(�$(� 30 Nelson Street � � � � � B<�C �D)(2�0� Leicester � � � � � :( !( � LE1 7BA � � � � � #'ED�E#� � Administrator Charity Link (Leicester Charity Organisation Society) F !/ ! �#G2% � � �7�6�7'7� 20a Millstone Lane � � � � � 0(%A&�:%!� Leicester � � � � � @9�>"( �0� LE1 SJN � � � � � :)� � � � � � :#;�H7� � 7!% 2(�� '.2&�: ?�I:)�'.2&�J32 2( �0()&K� � � � � � 892�""( �:2 � � � � � � :)� � � � � � :#;�<=>� � � � � � � �

� POORS � PLATT 2 ANNUAL � REPORT 3157 DECEMBER 2024 The Trustees present their report ! and "" accounts # for the $ year !! ended %& 31°t '"() December +,2024. This report is ! prepared in ""! " accordance . with the / $ Charity 0( Instrument ! and the "((! recommendations # of the 1 ( Statement # of 2"((!! Recommended 3 "" Practice — 4 Accounting 5""6 ! and 26 Reporting )$ by / Charities ! and "(7 complies . with 7" )7 applicable 7 .- law. � � 89:;<= Objects � � � ~~�~~ The principal object of the Charity is to assist poor persons who live in the ancient or ~~� � � � � � � � � � � � � ��~~ ecclesiastical parish of Barwell by way of grants and other payments. This may include ~~� �� ~~ grants to charitable organisations for the benefit of such persons. In the event that the ~~�� ~~ income in any one year cannot be applied in the above manner, the Charity may apply its ~~� � � � � � ��~~ income for such charitable purposes for the benefit of the inhabitants of the parish as they ~~�~~ think fit, including the provision and maintenance of suitable community buildings. ~~�~~ �" 7�)>"�#��/ $�� .�7?�� "�� Structure, Governance and Management ""7 " 7� �#�@ .77�)$�. $�#�6 � !�� $(-��( $�"7!� The Charity was established under a Charity Commission Scheme dated 1962. 6 ��" )7�6 �#��)#�#�"�-��0��?� �� "(�� $��$ �" �)� 7!�� )?�( A��/ $�( $� 7$�� Trustees "(�#�"�" )7��#��)#�#�� ) �#�� $� Details of the Trustees can be found on page 1. B�#A�"7!6��?� !�( "�#� )7�"(($�)7!6-�� Appointment of Trustees <CD;<DC:E�FGH:CIJI;:�JIK�JIJL:M:I<� The body of Trustees, when complete, consists of nine Trustees of whom two are �/ $�. � )7!�!� �/ $�/((�1"(�! !�&NO*-� Nominative Trustees, three are Ex-Officio Trustees and four are Co-optative Trustees. � Nominative Trustees are appointed by Hinckley and Bosworth Borough Council. Co-optative CD=<::=� Trustees are appointed by the Board of Trustees at a Special Meeting. Ex-officio Trustees ' 7�#��" �)�#!�� 6�&-� are the Rector and Churchwardens of the Parish of Barwell. � New Trustees are provided with copies of the Charity Scheme and most recent Accounts. PPGQI<M:I<�GR�CD=<::=� They are also briefed on their legal obligations under charity laws, and on the content of the �)!$�#�A�.�"(7A�"�#��#�.(�.� � governing document ofthe Charity, together with the decision making processes and recent S( ?�A�� TUVW##"�� !�#� �/V ?�-�� financial performance. S( ?�� !�)$�X"B7$� !�@.�@6�/"7-��/V ?� � � !�)$��@ !�#�� 1" 7�Y6-��TUV##"�� Public Benefit ��2"� !�/". !�#��3 �#�@ .77-�� The Trustees confirm that they have referred to the guidance contained in the Charity S.�� ?!!�.�"�#��/ $�1"(� !�(�"�5""-�� Commission’s general guidance on public benefit when reviewing the Charity’s aims and $� � 7�)#!��76 7�)76 �!�" $�7 .A� !��"�#�� objectives and in planning future activities. 6?6�!"(�#��/ $A�6�.��!"�( B6�"� !�"� # " 7�#( "-�� D8ZQ;�:I:RQ<� ��"#(� �$� ?�#!��6! "�" !��/ $� /(([�6 7�6! "��)7"�)#�.�?.6��/ $[� (� !� )>"?� !��7 6�#� "?-��

� POORS � PLATT 3 ANNUAL � REPORT (CONTINUED) 3157 DECEMBER 2024 Administration and !!" Meetings The #$%&$'()+ Charity %,-'-%. engages $% the .%(/)0%. services 12 of &$'()+ Charity 3),4 Link 53%)0%.%( (Leicester &$'()+ Charity 6(-',).')1, Organisation 710)%+89 Society), :$1 who '0 act '. as &;%(4 Clerk 1 to $% the Trustees, #(<.%%.91 to ;114 look '2%( after $% the ='+ day 1 to ='+ day 2<,0)1,. functions ',= and '((',-% arrange >%%),-. meetings 12 of the $%?1'(= Board 12 of Trustees. #(<.%%.@#$% The Trustees #(<.%%.>%% meet A<'(%(;+ quarterly %'0$ each +%'(@ year. � � � � � � B Risk "!! Management ~~�~~ The Trustees continue to assess the major risks to which the Charity is exposed and are ~~� � �~~ satisfied that systems are in place to mitigate exposure to these risks. The main risk to the ~~� � � � �� ~~ Charity is considered to be fluctuations in investment performance. Investment Managers ~~� �� ~~ are appointed, who report to the Trustees on a regular basis, and the Trustees review and ~~�� ~~ monitor investment performance at their quarterly meetings. ~~� � �~~ Achievements and Performance: #$%�#(<.%%.�01,),<%�1�'..%..�$%�>'C1(�().4.�1�:$)0$�$%�&$'()+�).�%DE1.%=�',=�'(%� .').2)%=�$'�.+.%>.�'(%�),�E;'0%�1�>))-'%�%DE1.(%�*1�*$%.%�().4.@��#$%�'),�().4�1�$%� Grants &$'()+�).�01,.)=%(%=�1�F%�2;<0<')1,.�),�),/%.>%,�E%(21(>',0%@��G,/%.>%,�H','-%(.� The number of grants awarded and paid to individuals and institutions during the year was '(%�'EE1),%=9�:$1�(%E1(�1�$%�#(<.%%.�1,�'�(%-<;'(�F'.).9�',=�$%�#(<.%%.�(%/)%:�',=� 18, which compared with 26 during 2023. >1,)1(�),/%.>%,�E%(21(>',0%�'�$%)(�A<'(%(;+�>%%),-.@�� The total of grants paid was £12,820, compared with £18,637 during the previous year. � IJ!K!!��!L I!M� Investments � The N� Trustees have wide powers to invest money in the purchase of stocks, shares, funds, securities or other investments at their absolute discretion. #$%�,<>F%(�12�-(',.�':'(=%=�',=�E')=�1�),=)/)=<';.�',=�),.)<)1,.�=<(),-�$%�+%'(�:'.� The OP9�:$)0$�01>E'(%=�:)$�QR�=<(),-�QSQT@�� investments are reviewed in conjunction with the Stockbrokers on a regular basis. At the year-end, the market value of the investment portfolio was £881,545 compared with #$%�1';�12�-(',.�E')=�:'.�UOQ9PQS9�01>E'(%=�:)$�UOP9RTV�=<(),-�$%�E(%/)1<.�+%'(@�� £863,007 a year earlier. There were net gains on investments of £18,538 compared to net � gains of £65,776 last year. K!!� #$%�#(<.%%.�$'/%�:)=%�E1:%(.�1�),/%.�>1,%+�),�$%�E<(0$'.%�12�.104.9�.$'(%.9�2<,=.9� Financial Review .%0<())%.�1(�1$%(�),/%.>%,.�'�$%)(�'F.1;<%�=).0(%)1,@� The Statement of Financial Activities on page 6 shows unrestricted incoming resources of #$%�),/%.>%,.�'(%�(%/)%:%=�),�01,C<,0)1,�:)$�$%�7104F(14%(.�1,�'�(%-<;'(�F'.).@�W� £29,356 (2023 = £28,343) and unrestricted total expenditure of £29,396 (2023 = £30,606) $%�+%'(X%,=9�$%�>'(4%�/';<%�12�$%�),/%.>%,�E1(21;)1�:'.�UPPO9YZY�01>E'(%=�:)$� resulting in a net decrease in unrestricted funds of £40 (2023 = decrease of £2,263). The UPRT9SSV�'�+%'(�%'(;)%(@��#$%(%�:%(%�,%�-'),.�1,�),/%.>%,.�12�UOP9YTP�01>E'(%=�1�,%� charity’s total assets at the year-end amounted to £920,147 of which £24,439 was -'),.�12�URY9VVR�;'.�+%'(@�� unrestricted. The principal source of the Charity’s unrestricted funds is investment income. � [I\�!K!]�� #$%�7'%>%,�12�^),',0)';�W0)/))%.�1,�E'-%�R�.$1:.�<,(%.()0%=�),01>),-�(%.1<(0%.�12� UQ_9TYR�5QSQT��UQP9TZT8�',=�<,(%.*()0*%=�*1*';�%DE%,=)*<(%�12�UQ_9T_R�5QSQT��UTS9RSR8� (%.<;),-�),�'�,%�=%0(%'.%�),�<,(%.()0%=�2<,=.�12�UZS�5QSQT�`�=%0(%'.%�12�UQ9QRT8@�#$%� 0$'()+a.�1';�'..%.�'�$%�+%'(X%,=�'>1<,%=�1�U_QS9OZV�12�:$)0$�UQZ9ZT_�:'.� <,(%.()0%=@��#$%�E(),0)E';�.1<(0%�12�$%�&$'()+a.�<,(%.()0%=�2<,=.�).�),/%.>%,*�),01>%@��

� POORS � PLATT 4 ANNUAL � REPORT (CONTINUED) 315™ DECEMBER 2024 Reserves � Policy !" It #$ is "%& the '()#+ policy (, of the "%& Trustees -./$"&&$"( to 01#2"1#2 maintain /2.&$".#"&3 unrestricted ,/23$4 funds, 5%#% which #2)/3& include the "%&,.&& free .&$&.6&$ reserves (, of "%& the 7%1.#"+4 Charity, 1" at 1 a )&6&) level 5%#%4 which, #2 in "%& the &6&2" event (, of 1 a $#82#,#12" significant ,1)) fall #2 in #2(0&4 income, 5(/)3 would '.(6#3& provide $/,,##&2" sufficient funds ,/23$"( to 0&&" meet the "%&(28(#28 ongoing ('&.1"#28 operating &9'&23#"/.&: expenditure. !" It #$ is "%& the Trustees’ -./$"&&$;('#2#(2 opinion "%1" that 12 an � � �
1''.('.#1"& appropriate )&6&) level (, of free ,.&&.&$&.6&$ reserves 51$ was %&)3 held 1" at "%& the +&1. year &23: end. � � �
~~�~~ Statement of Trustees’ Responsibilities ~~� �~~
The Trustees are responsible for preparing the Trustees’ Annual Report and the financial ~~�� ~~
statements in accordance with applicable law and United Kingdom Accounting Standards. ~~� � � �� ~~
The law applicable ~~� ��~~ to charities ~~� �~~ in England ~~�~~ & Wales ~~�~~ requires ~~�~~ the ~~�~~ Trustees ~~� �~~ to prepare ~~�~~ financial ~~� � �~~ statements ~~�~~ for each ~~��~~ financial ~~�~~ year ~~�~~ that ~~�~~ give ~~�~~ a ~~�~~ true ~~�~~ and ~~�~~ fair view ~~�~~ of the state of affairs of the Charity and of the incoming resources and application of resources of the Charity for that � period. In preparing these financial statements, the Trustees are required to: <=<>?<�@�A<B�C?D<� e Select suitable accounting policies and apply them consistently;
-%&�-./$"&&$�1.&�.&$'(2$#E)&�,(.�'.&'1.#28�"%&�-./$"&&$;�F22/1)�G&'(."�123�"%&�,#212*#1)� e Observe the methods and principles in the Charities’ SORP;
$"1"&0&2"$�#2�1(.312&�5#"%�1'')#1E)&�)15�123�H2#"&3�I#283(0�F(/2"#28�J"1231.3$:�� e Make judgements and estimates that are reasonable and prudent;
-%&�)15�1'')#1E)&�"(�%1.#"#&$�#2�K28)123�L�M1)&$�.&N/#.&$�"%&�-./$"&&$�"(�'.&'1.&�,#212*#1)� e State whether applicable accounting standards have been followed, subject to any
$"1"&0&2"$�,(.�&1%�,#212#1)�+&1.�"%1"�8#6&�1�"./&�123�,1#.�6#&5�(,�"%&�$"1"&�(,�1,,1#.$�(,�"%&� material departures disclosed and explained in the financial statements;
7%1.#"+�123�(,�"%&�#2(0#28�.&$(/.&$�123�1'')#1"#(2�(,�.&$(/.&$�(,�"%&�7%1.#"+�,(.�"%1"� e Prepare the financial statements on the going concern basis unless it is inappropriate
'&.#(3:��!2�'.&'1.#28�"%&$&�,#212*#1)�$"1"&0&2"$4�"%&�-./$"&&$�1.&�.&N/#.&3�"(O� to presume that the Charity will continue in operation.
PQJ&)&"�$/#"1E)&�1(/2"#28�'()##&$�123�1'')+�"%&0�*(2$#$"&2")+R�
The -%& Trustees are responsible for keeping proper accounting records that disclose with PQSE$&.6&�"%&�0&"%(3$�123�'.#2*#')&$�#2�"%&�7%1.#"#&$;�JSGTR�
.&1$(21E)& reasonable accuracy at any time the financial position of the Charity and enable them to PQU1V&�W/38&0&2"$�123�&$"#01"&$�"%1"�1.&�.&1$(21E)&�123�'./3&2"R�
&2$/.& ensure "%1" that the financial statements comply with the Charities Act 2011, the Charity PQJ"1"&�5%&"%&.�1'')#1E)&�1(/2"#28�$"1231.3$�%16&�E&&2�,())(5&34�$/EW&"�"(�12+�
[F(/2"$ (Accounts and Reports) Regulations 2008 and the provisions of the charity scheme. They 01"&.#1)�3&'1."/.&$�3#$)($&3�123�&9')1#2&3�#2�"%&�,#212#1)�$"1"&0&2"$R�
1.& are 1)$( also responsible for safeguarding the assets of the Charity and hence for taking PQT.&'1.&�"%&�,#212#1)�$"1"&0&2"$�(2�"%&�8(#28�(2*&.2�E1$#$�/2)&$$�#"�#$�#21''.('.#1"&�
.&1$(21E)& reasonable steps for the prevention and detection of fraud and other irregularities. "(�'.&$/0&�"%1"�"%&�7%1.#"+�5#))�*(2"#2/&�#2�('&.1"#(2:��
^ Advisers �-./$"&&$�1.&�.&$'(2$#E)&�,(.�V&&'#28�'.('&.�1(/2"#28�.&(.3$�"%1"�3#$)($&�5#"%� �1/.1+�1"�12+�"#0&�"%&�,#212#1)�'($#"#(2�(,�"%&�7%1.#"+�123�&21E)&�"%&0�"(�
The -%& Trustees with to record their thanks to all of their advisers for their help and advice � �"%&�,#212#1)�$"1"&0&2"$�(0')+�5#"%�"%&�7%1.#"#&$�F*"�XYZZ4�"%&�7%1.#"+�
"%.(/8%(/" throughout the year. �123�G&'(."$\�G&8/)1"#(2$�XYY]�123�"%&�'.(6#$#(2$�(,�"%&�%1.#"+�$%&0&:��-%&+�
� �.&$'(2$#E)&�,(.�$1,&8/1.3#28�"%&�1$$&"$�(,�"%&�7%1.#"+�123�%&2&�,(.�"1V#28� �$"&'$�,(.�"%&�'.&6&2"#(2�123�3&"&"#(2�(,�,.1/3�123�("%&.�#..&8/)1.#"#&$:��
G&63 Revd T P Watson � CHAIRMAN 2025 �
�-./$"&&$�5#"%�"(�.&(.3�"%&#.�"%12V$�"(�1))�(,�"%&#.�136#$&.$�,(.�"%&#.�%&)'�123�136#&� �"%&�+&1.:��
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� POORS � PLATT 5 � INDEPENDENT EXAMINERS � REPORT TO THE TRUSTEES OF � POORS � PLATT 315’ DECEMBER 2024 Independent !"#$% Examiner's &# Report to & the ' Trustees #(%%&) of the '�&&#% Poors � Platt ' #"+ Charity , | -./0-1 report 10 to 12. the 324-516 charity 1-781..8 trustees 09 on :6 my .;4:5941509 examination 0< of 12. the 43307918 accounts 0< of the 12.324-516 charity for <0-12. the 6.4year �.9=.= ended >? 31 @.3.:A.December BCB> 2023 D2532 which 4-. are 8.1 set 071 out 09 on /4E.8 pages F 6 10 to ?GH 14. � � � � � � � � � %&%"I"""% Responsibilities � � and I %"% basis � &) of #&# report ~~�~~ As the charity’s ~~�~~ trustees you ~~�~~ are responsible ~~� � �~~ for the ~~��~~ preparation ~~� �~~ of the ~~�~~ accounts ~~�~~ in accordance ~~�~~ with the requirements of the Charities Act 2011 (‘the Act’). ~~� � � � � � � � �� ~~ | report ~~�~~ in ~~�~~ respect of ~~�~~ my examination ~~� � �~~ of ~~�~~ the ~~�~~ charity’s ~~� �~~ accounts ~~�� ~~ carried out under section 145 ~~�~~ of the Act and in carrying out my examination | have followed all the applicable Directions given by the Charity ~~� �~~ Commission ~~��~~ under ~~�~~ section 145(5)(b) of the Act. � J8� Independent 12.�324-516K8� examiner's 1-781..8�607� statement 4-.�-.8/0985AL.�<0-�12.�/-./4-41509�0<�12.�43307918�59�4330-=493.� D512�12.�-.M75-.:.918�0<�12.�N24-515.8�J31�BC??�OP12.�J31KQH�� | have completed my examination. | confirm that no material matters have come to my ,�-./0-1�59�-.8/.31�0<�:6�.;4:5941509�0<�12.�324-516K8�43307918�34--5.=�071�79=.-�8.31509�?GR� attention in connection with the examination giving me cause to believe that in any material 0<�12.�J31�49=�59�34--659E�071�:6�.;4:5941509�,�24S.�<0LL0D.=�4LL�12.�4//L534AL.�@5-.315098� respect: E5S.9�A6�12.�N24-516�N0::588509�79=.-�8.31509�?GRORQOAQ�0<�12.�J31H� 1. accounting records were not kept in respect of the charity as required by section 130 of � the Act; or 2. the accounts do not accord with those records. � !"#$%�% !� � | have no concerns and have come across no other matters in connection with the ,�24S.�30:/L.1.=�:6�.;4:5941509H�,�309<5-:�1241�90�:41.-54L�:411.-8�24S.�30:.�10�:6� examination to which attention should be drawn in this report in order to enable a proper 411.91509�59�3099.31509�D512�12.�.;4:5941509�E5S59E�:.�3478.�10�A.L5.S.�1241�59�496�:41.-54L� understanding of the accounts to be reached. -.8/.31T�� ?HU433079159E�-.30-=8�D.-.�901�V./1�59�-.8/.31�0<�12.�324-516�48�-.M75-.=�A6�8.31509�?>C�0<� 12.�J31W�0-�� BHU12.�43307918�=0�901�4330-=�D512�1208.�-.30-=8H� �� ,�24S.�90�3093.-98�49=�24S.�30:.�43-088�90�012.-�:411.-8�59�3099.31509�D512�12.� A M West FCA .;4:5941509�10�D2532�411.91509�8207L=�A.�=-4D9�59�1258�-./0-1�59�0-=.-�10�.94AL.�4�/-0/.-� SOMERBYS LIMITED 79=.-8149=59E�0<�12.�43307918�10�A.�-.432.=H�� Chartered Accountants � 30 Nelson Street � Leicester � LE1 7BA 17 April 2025 � ��X%�� Y� � N24-1.-.=�J3307914918� >C�Z.L809�[1-..1� � .53.81.-� � ]?�^_J�� ?^�J/-5L�BCBR�

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POORS PLATT
NOTES TO THE ACCOUNTS
YEAR ENDED 31ST DECEMBER 2024
2. WINDING UP OR DISSOLUTION OF THE CHARITY
If upon winding up or dissolution ofthe charity there remain any assets, after the satisfaction of all debts and liabilities, the
assets represented by the accumulated funds shall be transferred to some other charitable body or bodies having similar
objects to the charity.
3. CHARITABLE ACTIVITIES - GRANTS
2024
£
Grants to institutions:
Barwell Infant School
200
NewlandsCommunity Primary School
200
St Martin's Church
780
Barwell Methodist church
2,000
Barwell Parish Council
300
Barwell Bowls Club
3,000
Barwell Academy
200
Mother Union
500
Barwell Girl Guides
Barwell Village Hall
St Mary's church Barwell
Barwell food bank
7,180
No.
£
No.
Grants to individuals
10
5,640
13
Educational grants via Alderman Newton's Charity
0
-
7
5,640
Total direct charitable expenditure
12,820
4. SUPPORT COSTS
2024
£
Management and administration ofthe charity:
Administration fees and office costs
7,474
Audit and accountancy fees
2,710
Allotment maintenance
5,992
Trustee indemnity insurance
313
Other expenses
87
16,576
5. GAINS/LOSSES ON REVALUATION OF FIXEDASSETS
During the year there were no gains or losses on the revaluation offixed assets.
6. FIXED ASSETS
2024
£
Investments at market value
At 1st January 2024
863,007
Additions
-
Disposals
-
Unrealised gains/(losses)
18,538
At 31st December 2024
881,545|

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