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2024-11-30-accounts

Trustees’ Annual Report for the period

From 1/12/23 Period start date To 30/11/24 Period end date

Charity name:The Beckie and Hettie Charlesworth Memorial Trust Charity registration number: 503830

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 Relief of poverty in Bridgnorth Rural
District
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.		 Para 1.17 and
1.19		 Distributions are made to people over the
age of sixty residing in Bridgnorth Rural
District area
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 Trustees are aware of the guidance on
public benefit

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related

investment Para 1.38 Contribution made by volunteers Other

Achievements and Performance

SORP reference The trustees have continued to make distributions to applicants complying with the requirements set out by the governing document Summary of the main achievements of the charity, identifying the difference the Para 1.20 charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set Para 1.41

Performance of fundraising
activities against objectives
set		 Para 1.41
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity held cash at bank at the end
of the period of £96,146 and an
investment bond of £25,000
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Reserves are held in bank and
investment bond
Amount of reserves held Para 1.22 £121,146
Reasons for holding zero
reserves		 Para 1.22
Details of fund materially in
deficit		 Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23

Additional information (optional) You may choose to include further statements where relevant about:


The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46

Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Will Trust
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Trust
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 By appointment

Additional information (optional) You may choose to include further statements where relevant about:


Policies and procedures
adopted for the induction and
training of trustees
Para 1.51
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51
Relationship with any related
parties		 Para 1.51

Other

Reference and Administrative details

Charity name The Beckie and Hettie Charlesworth Memorial Trust
Other name the charity uses
Registered charity number 503830
Charity’s principal address 12 Northgate
Bridgnorth
Shropshire
WV16 4ER

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Nam
e of
pers
on
(or
body
)
entitl
ed to
appo
int
trust
ee (if
any)
Frank Pickford
PhillipHerdson

– Corporate trustees names of the directors at the date the report was approved Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
Frank Pickford
Phillip Herdson

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional) Names and addresses of advisers (Optional information)

Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

----- Start of picture text -----
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Frank Thomas
Pickford
Position (eg Trustee
Secretary, Chair,
etc)
Date
23 May 2025
----- End of picture text -----

The Beckie and Hettie Charlesworth Memorial Trust 503830

Receipts and payments accounts CC16a For the period 01/12/2023 30/11/2024 To from Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts Rent and Premiums 28,212 - - 28,212 17,156 Wayleave 112 - - 112 113 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 28,324 - - 28,324 17,269 ~~Sa~~ Sub total (Gross income for AR) ~~a==~~ A2 Asset and investment sales, (see table). - - - - - - - - - Sub total [ - ] - - - - ~~————~~ Total receipts 28,324 - - 28,324 17,269 A3 Payments Premises costs 6,314 - - 6,314 25,634 Legal and professional 8,253 - - 8,253 8,417 Admin costs 180 - - 180 211 Distributions 2,850 - - 2,850 2,240 - - - - - - - - - - - - - - - - - - - - - - - - - ~~=~~ Sub total ~~=s2==~~ 17,597 - - 17,597 36,502 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - ~~—~~ Total payments ~~—————~~ 17,597 - - 17,597 36,502 Net of receipts/(payments) 10,727 - - 10,727 - 19,233 A5 Transfers between funds - - - - - A6 Cash funds last year end 85,419 - - 85,419 104,652 Cash funds this year end 96,146 - - 96,146 85,419 Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment Categories Details funds funds funds to nearest £ to nearest £ to nearest £ B1 Cash funds Cash at bank 96,146 - - ~~[===]~~ - Total cash funds_ 96,146 - - ~~===~~ (agree balances with receipts and payments account(s)) OK OK OK

CCXX R1 accounts (SS)

05/23/2025

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B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees		 Details
Investment bond
Details
Details
Details
Signature		 to nearest £
to nearest £
25,000
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Cost (optional)
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Cost (optional)
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Print Name
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
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Current value
(optional)
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Current value
(optional)
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When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

05/23/2025

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Section B Disclosure

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Only complete if the examiner needs to highlight material matters of conss™ (see CC32, Independent examination of charity accounts: directions and quidance for examiners).

Give here brief details of fo Be any items that the \Nothing to report. examiner wishes to | disclose. |

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Oct 2618