THE BURFORD ALMSHOUSE CHARITY
Report and Flnanetsl Statements
Year ended 31 December 2024
Cbarlty no: 1036380

THE BURFORD ALMSHOUSE CHARITY
REPORT OF THE TRUSTEES
31 DECEMBER 2024
TRUSTEES
EX OFFICIO
The Reverand Tom Putt
NOhttNATIVE TRUSTEES ￿o￿ll Counell)
Mrs J Tumiell-westmacott
Mr D. Cohen
C(￿OPTED TRusfEES
Mr N Street
Mrs P Barraclough
Mr D P Griffin FCA (Chairn)an )
Mr J Harrington
Susan Doris
Mr C G Williams
Mr D Lawton ￿Te&SUrer)
Mts Karen Gadd
HONORARY SECRETARY
Mrs A Youngson
Whitehill Fann
Burford
Oxofy OX18 4DT
BANKERS
TSB Bank plc. 4. Sheep streel Burford. OX0￿ OX18 4LN
ll￿EPENDENT EXAMINER
B L Connolly ACA
Arubus Charteroj A¢￿untants
The Old Smithy. Stockton's Courtyard
Overbury
Gloucestershire
GL20 7Tr

THE BURFORD ALMSHOUSE CHARITY
REPORT OF THE TRUSTEES (CONTINUED)
31 DECEMBER 2024
The trustees present their Annu￿ Report and a Receipts and Pa)ryDents Account for the year ended 31 December
2024
Charftsble Ststuj
The Burford Almshouse Charity. is administered under a tr￿t deed (Charity Commission ref¢￿Thr￿ 238.130
A￿) dated 20 Febnwy 1992.
PrlDelpal Activity
The main activity of the charity is in Burford with an area of benefit within a seven mile radius of the Tolsey in
Burford. The Burford Almshouse Charity has 19 almsh￿￿ which are all(Kated to local resid¢nts with limited
income.
PrfDclpAI Addre
The principal address is:
Whitehill Farni
Burford
Oxon
OX184DT
Tel: 01993-822894
Trustees
In accordance wtth the s¢heme approved by the Charity Commissioner& nominated trustees appointed by the
Burford Town Council. serve for a tern] of four years. Cwpted trustees are appointed for a temi of five yew5
by a resolution of the trustees p&wd at a special meeting of the Tnislees. When vacancies arise. local persons
are invited by the trustses ￿ become c(wted trustees. New trustees are briefed before their appoinlment is
confirnied.
M¢edD
The tnthes held four ordinary meetings during the year.
Jnve8tm¢nt powers
The trust¢a5 have no special investment powers. Ac¢ordingly. investments are confined to narrower-range
securilies and Common inv&stment sch¢mes. Cash swplus to immediate requiranents ts invested in the COIF
Charities Deposit Fund.

THE BURFORD ALMSHOUSE CHARTrY
REPORT OF THE TRusfELS (CONfINUED)
31 DECEMBER 2024
Consideration alld mitylion of riqks
Physical damage to property or injury to ￿sidents or members of the public which is ￿ldressed by adequate
public liability and fire insurance policies as well installing fire detection and alarn) M￿an1$￿s.
Unforeseen property repai￿ which are covered by atk)cation to the Extraordinary Repairs Fund (ERF) and the
Cyclical Repairs Fund (CMF). Diminution in the value of investments which is add￿sSed by spre￿IlDg the risk
via investment in common investment fund&
Objeeliveg and summary of main aellvltfes
The Burford Almshouse Charity continued to be adrni￿ in ￿cOrdanCe with the Charity Conllnission
Scheme dated 20 Febnwy. 1991 as amend&t
The trustees aim to provAde a¢comm(thtion to modern staftda￿ f￿ persons residing in the area of benefit who
have limited rneans. Whel) vacancies aris< preference is given to suitable appli&￿ts over 55. The charity h&8
19 ahnshouses of which 10 are Gr￿e Il Listed Buildings.
The Charity does not employ any staff and the almshowes were thin1stu￿ by the trustees who do not charge
for their service
The trustees have had * to the guidance issued by the Charity Commission on public benefiL
Aehievements 2nd wforniaAee
As at 31 December 2024 there were no vacant almshouses.
In April 2017. an independent quinquennial review of all the AhnShO￿ was conducted. This was to ensure
that the integrity of the structure and fabric of the properti&s ronain fit for purpose. It has also Anfotmed the
Trustees of any shortcomings and problems with the premiseslbuildings to be add￿ssed in the ongoing
maintenance program.The cost of this review was fimded from the Cyclical Maintenance Fun￿ Additionally
during 2021 a full electricd inspection w&8 carried out in all propoti&% including personal appliances and was
funded out of CMF funds.
In July 2024 the Charity pureh&%ed number 13 W1ndn￿ Burford and after minor repairs let the propety to
Burford resident& The funds for the purchase (£350.000) were provided by The Relief In Ne&J Charity. which
transfer w&s agreal by the Charity Commision. A totat of £304.184 so far been spent on acquisitio
including legal fe4 with a further £9.631 spent on repair& It is anlicipated at least a fiuthff £25.01)O will be
spent in 2025 on r(x)f replacement and further repair& The remaining fimds will be held pending further
updates in'2025.
During 2024. the major items of expenditure were Intern￿ Movations incI￿ling double glazin& electrical
Upgrad￿ plumbing and ca￿)elIng totajling slightly in excess of £30.01)O. Costs for heating oil and insurance
¢ontinue to rise with ¢osts for the year of £4J91 and £4,777 tespectively. The charity have also instru¢ted
contractors to replace an olt tank and boiler servicing two of our apartments. This work was delayed until spring
2025.
The Charity made an overnll surplus for the year of £55,199 assisted by in¢teased investment revenuL We are
expected to ¢￿t in exce&5 of £6.000

THE BURFORD ALMSHOUSE CHARITY
REPORT OF THE TRUSTEES (coNfiNUED)
31 DECEMBER 2024
FiD2Dtlal Revlew
After transftrs to the Cyclical Maintenance Fund (CMF) and Extraordinary Repairs Fund (ERF) the
Unrestricted Fund of the Burford Almshouse Charity showed a surplus of £44.107 fLW the year to 31 December
2024. Monies were expended from the CMF in the amount of £24.164 mainly in respect of external
refurbishment of the premises at Pricds prior to a new tenancy aRrtemenL
As at 31 December 2024. the market value of invutments w&s £480.437 compared £449,806 as at 31
D¢￿rnber 2023.
With £359.860 held in the ERF. suffiGient monies have been set aside for major repairs that may be required in
the futur
The Charity's policy on reserv￿ is to continue to set aside sums for the ERF and CMF and to tElain the
accumulated surplus on the unr&strI￿ Fund to meet any unforeseen eXI￿nditUre that might be needed in the
future. The value of the Endowment Fund is only £96.836
Plans for Future Periods
The trusiees will continue to refurbish and uFKlate the almshouses as and when necessary.
ststement of trustees, r¢gponsibili¢ks
Charity Law requires the trustees to prepare financial statements for each finan¢ial year which give a true and
fair view of the state of affairs of the clwities and of the surplus or deficit of the Chariti￿ for that period. In
preparing those ststement& the Irustee5 are required to:
. select suitsble ac£ounling ￿lICIeS and then appty than consistently.
. make judgements and estiinates that are rea5(￿able and prudenL
. state whether applicable accounting stsndards Pmve been follow&L
subjttl to any materiat departtues disclosed and explained in the
financial statements, an(L'
. Prepa￿ th¢ financial statements on a going concern b&sis unless
il is inappropriale to presum¢ that the charities will continue
in oper￿lOnal existence.
The trustees are responsible for keeping proper accounting records which disc]￿e WAth re&8onable a￿racY at
any time the financial position of the charities and to enable them to ensure that the financial statements comply
with the Charities Act 2011 and the Charity (AcrA>unts and Reports) Regulations 21)08.
They are also responsibje for Safegu￿1ng the assets of the charities and hence for tsknng reasonthle steps for
the prevention and detection of and other irregularities.

THE BURFORDALMSHOUSE CHARTTY
REPORT OF THE TRu￿E￿8 (CONTINUED)
31 DECEMBER 2024
Profe&stonal afvisers And relevallt oryantsatk)ns
Details of prof￿10￿al adviseffs and other ftlevant org80isations are provided at the front of th￿e accounts.
Independent Es2mill¢r
Mrs B L Connolly w&8 appointed as the charity's independent examiner in 2014. The trustees intend to invite
Mrs B L Connolly to undertake the independent examination of the trusts for the financial year to 31 D¢cemt
2025.
roved
the Trtiste￿ on 12" Marek 2025 and s.
on their Irh
D Griffin
chajrnkn￿ of the Trustees

Charlty Namg
Thè Burfon15 Almshouse charity
Receipts and payments accounts
CC16a
Forthe period
from
Penod start date
01-Jan-24
To
31-D*24
Unrestricled ERF Restricted
fund
fund
CMF
Restricted
fund
to the nearest £ tothe nearest£ to the nearest£ tothe nearest £ to the nearest£ to the n¢aresi£
Endowment
nd
Total fvnds
Last year
A1 Recei
Weekty conintthon5
Donation￿Grants
Heating Charges
Council Tax I res￿1￿)
In¥estrnÈnt Irume
Wayleave5
Bank Interest
TFR from RIN for Wlwerty wrchase
6B.67B
58.678
52.911
1.939
183
lo￿99
38
104
6.803
55
1776
104
Sub totsl(Gmss income forAR)
set an
Investment sa
see table
415,597
1.939
1183
419.719
62.995
tota
Total receipts
415,S97
1,939
83
419.719
62,995
A3Pa
ents
Property repairs
Gatden maintenance
Fire precaubons
Healing oil
Legal Expenses
Soffv/arè
Electricity landlord
Coyncil tttx Ires*YeTrtsl
Water rates
Room ￿nt
Insurance
Sub5criplions
Secretanal serv￿￿ Training
IndependentÈX2minatson feES
Printing and statorery
Propetty Manage￿￿￿1 fees
39.862
524
2.272
4.391
39,862
524
2.272
4391
39,652
508
2.882
5.090
282
957
1.600
1.600
3,036
128
3.036
128
4777
202
3.108
3.668
79D
95
1.116
25T
1.727
60.132
202
954
173
954
173
2.416
60J36
Sub total
60.336
A4 Asset and inveslment
F￿hOIrt Pro
13 Windrush
¥M.184
304.184
304.184
304.184
Sub total
Total payments
364.520
364,520
60,132
Net of receipts/(paymentsJ
A5 Trdnsfers belween funds
A6 Cash funds last yearend
Cash lunds thi5 year end
51.077
6,970
80.455
124.562
1,939
11,821
37.39S
51.155
2,183
4,851
42.596
39,928
55,199
2.863
157,583
160,446
215.645
CCXX R7 a¢(x)unts ISS)
1110Y2025

Unrestricted
funds
Restricted
funds
Endowment
funds
Categories
Details
to neare8t£
to nearest £
to neare8t £
B1 Cash funds
TS8
54.155
COIF De￿511 Funds cd 1 (2) cd 213 41
59.789
91,084
NS&I
10,617
rotal cash funds
113.944
101,701
Unrestricted
funds
Restrl¢ted
funds
to n•are4t e
Endowment
fund3
to ne•rest £
DeLiils
t(> nearest £
82 Other monetary assets
Fund to ¥thlch
488ei bejon
EThJ(prn¢
Colt loptlgn¥ll
Current valug
lonal
76.91B
Details
NAACIF incom• stw
B3 Investment assets
41,780
Charishare Common Inwtnwnt Flu￿￿
6.113
17.918
NAACIF unrts
ERF
96.186
359.860
NAACIF income shares UFE
Unrestncied Fund
20,000
23,741
480A37
Fund to *thlch
set belon
Current valug
Ilonal
Detalls
Freel￿d property 118 ￿mShoU￿)
Cost Ic*Ptlonall
871,840
B4 Assets retained for the
charity's own use
Windnmh adthbon 2024
304.184
Fund to vthlch
Ilwbll
Amount due
Ilortal
When due
lonal
Details
B5 Liabilities
Signed by one or tsyo trustees ¢)n behaff
of a51 the Iruslees
Signature
Print Name
Date of
roval
D P Griffin
D Lawton
CCXX R8 accounts {SSI
11103r2025

Independent examinerfs report on the accounts
Report to tho tru$teesl members of Tho Burford Alm$housa Charity
On accounts for the yèar ended 31 Dèeembèr 2024
Charity no 1036380
Respective responsibililies of trnstees and examiner
The charity's tnjstees are responsible for the preparalron of the accounls. The charily's Injslees consider that
an audit is not required for this year under section 144 of Ihe Charilies Act 2011 (the ChaTlties Act) and that an
independent examination is needed.
11 is my responsibility lo=
examine the accounts under seclion 145 of the Charities Act.
lo follow the procedures laid down iri the general Direciions given by the Charity Commission (under
seclion 14515)Ibl ol the Charities Acl, and
lo state whelher particular matteFS have come lo my attention.
Basis of independent examinerfs ststèment
My examination Wds carried oth in accordan￿ wth general Directions given by the Charity Commission. An
examination indudes a review of Ihe accounting ￿COrdS kept by the charity and a comparison of the accounts
presented ￿￿th those records. 11 also indudes consideration of any unusual items or disclosures in the
accounts, and seeking explanations from Ihe trustees conceming any such matters. The prO￿￿UleS
undertaken do not provtile all the eviden￿ that would be required in an audit, and consequently no opinion is
given as to whelhei the accounts present a 'lrue and fairf view and the report is limited lo those malters sel out
in Ihe stalement below.
Indepondent gxaminorfs statement
In connection wth my examination, no matter has come lo my attenb.on
1. ￿ll* gives me reasonable cause lo believe that in. any material respect. the requiremenls=
lo keep ac¢ounliThJ records in ac£ordance wth section 130 of the Charitie5 Act; and
lo prepare accounts which accord with Ihe accounlirrfJ records and comply with the accounting
quirements of the Ch8ri1ies Act
have not been met,. or
2. lo ￿Ch, in my opinion. attention should be drawn in order lo enable a proper Und￿StandIng ol the
accounts to be reache(l.
Sign•d.'
B Connoll
Date:
Name:
Mrs 8onnie Connoll
Relevan
professional
qualificationls) o
body lif any1=
ACA
Add￿$.
Arubus CharteTpd Accountants
The Old Smtthy. Slo(*lon's Courtyard. Cfvethury, Gloucestershi￿. GL20 7NT