FINANCIAL STATEMENTS
31 MARCH 2025
Charity Number 1054844
Streets.
JOHN ABBOTT'S TRUSTEES’ LADIES HOME
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
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|CONTENTS|PAGE|
|Members|of the|Board|and professional|advisers|1|
|Trustees|Annual|Report|2|
|Independent|examiner's|report|to|the|Trustees|4|
|Receipts|and payments|account|5|
|Statement|of assets|and|liabilities|6|
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JOHN ABBOTT'S TRUSTEES’ LADIES HOME
MEMBERS OF THE BOARD AND PROFESSIONAL ADVISERS
| Registered charityname | JohnAbbott's Trustees LadiesHome |
|---|---|
| Charity number | 1054844 |
| Co-operative Governors | MrENWood(Chairman) |
| Mr P Benson | |
| Mrs J Crowther | |
| Mrs D Thomas | |
| MrsD Gallimore | |
| Clerk to the governors | MrRM Gledhill |
| Finn Gledhill | |
| 2 HarrisonRoad | |
| Halifax | |
| HX1 2AG | |
| Independent examiner | SR ShacklockFCA |
| Equitable House | |
| 55 Pellon Lane | |
| Halifax | |
| West Yorkshire | |
| HX1 5SP | |
| Stockbrokers | Rathbones |
| 3 Wellington Place | |
| Leeds | |
| LS1 4AP | |
| Architect | Pickles |
| 16 Church Lane | |
| Brighouse | |
| HD6 1AT | |
| Bankers | CAF Bank |
| 25 Kings HillAvenue | |
| Kings Hill | |
| West Malling | |
| Kent | |
| ME19 4JQ | |
| Solicitors | Finn Gledhill |
| 1-4 Harrison Road | |
| Halifax | |
| West Yorkshire | |
| HX12AG |
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JOHN ABBOTT'S TRUSTEES’ LADIES HOME
TRUSTEES ANNUAL REPORT
YEAR ENDED 31 MARCH 2025
The trustees have pleasure in presenting their report and the unaudited financial statements of the charity for the year ended 31 March 2025.
REFERENCE AND ADMINISTRATIVE DETAILS
Reference and administrative details are shown in the schedule ofmembers of the board and professional advisers and professional advisers on page 1 of the financial statements financial accounts.
STRUCTURE, GOVERNANCE AND MANAGEMENT
The Trust was established by a Deed of Trust dated 1 July 1886 and varied by schemes of the Charity Commissioners dated 13 March 1953 and 13 December 1994.
The Trust is administered by co-optative and nominated Governors. Nominated Governors are appointed by the Local Authority for a four year period. Co-optative Governors are appointed by the Trustees for a five year period.
OBJECTIVES AND ACTIVITIES
The objects of the Trust are to provide for ladies in reduced circumstances by:
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The provision of subsidised living accommodation
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The payment of annuities, if required.
Although the Trust's finances are reasonable all funds have been utilised under the first of the above objects and no annuity payments are likely to be made in the immediate future.
ACHIEVEMENTS AND PERFORMANCE
The charity has continued to provide subsidised living accommodation, together with modernisation of the charity’s properties.
FINANCIAL REVIEW
Income exceeded expenditure during the year by £2,069 and the value of the Trust's other assets increased during the year by £6,807.
The Trustees believe the funds to be in a generally sound financial condition and, taking into account the ongoing property expenditure, the properties are in a reasonable condition.
Sufficient reserves are maintained to finance at least 6 months normal total expenditure.
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JOHN ABBOTT'S TRUSTEES’ LADIES HOME
TRUSTEES ANNUAL REPORT
YEAR ENDED 31 MARCH 2025
PUBLIC BENEFIT
The Trustees confirm that they have complied with their duty to have due regatd for the Charity Commission’s general guidance on public benefit, “Charities and public benefit’.
INDEPENDENT EXAMINER
S R Shacklock FCA has been re-appointed as independent examiner for the ensuing year.
Signed/y order of the trustees Mr E Wood Co-optative Governor
Mrs J Crowther Co-optative Governor
26 January 2026
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JOHN ABBOTT'S TRUSTEES’ LADIES HOME
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES
YEAR ENDED 31 MARCH 2025
I report on the accounts of the charity for the year ended 31 March 2025 as set out on pages 5 to 6.
RESPONSIBILITIES AND BASIS OF REPORT
As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
INDEPENDENT EXAMINER'S STATEMENT
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the charity as required by section 130 of the Act; or
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the financial statements do not accord with those records; or
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the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination.
1 have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
S R Shacklock FCA Independent examiner
Equitable House 55 Pellon Lane Halifax West Yorkshire HX1 5SP
26 January 2026
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JOHN ABBOTT'S TRUSTEES’ LADIES HOME
INCOME AND EXPENDITURE ACCOUNT
YEAR ENDED 31 MARCH 2025
| Unrestricted | Restricted | Total funds | Total funds | |
|---|---|---|---|---|
| funds | funds | 2025 | 2024 | |
| £ | £ | £ | £ | |
| RECEIPTS | ||||
| Contributions and rents | 108,142 | - | 108,142 | 86,592 |
| Dividends and interest | 2,760 | - | 2,760 | 3,885 |
| Receipts from sale ofinvestments | 22,162 | - | 22,162 | 55,040 |
| TOTALRECEIPTS | 133,064 | - | 133,064 | 145,517 |
| PAYMENTS | ||||
| Administration | ||||
| Clerk’s fees | 9,155 | - | 9,155 | 8,509 |
| Architect’s fees | 7,187 | - | 7,187 | 6,390 |
| Gardening services | 8,002 | - | 8,002 | 7,720 |
| Accountancy fees | 1,638 | - | 1,638 | 1,380 |
| Administrator fees | 4,323 | - | 4,323 | 4,492 |
| 30,305 | - | 30,305 | 28,491 | |
| Property expenses | ||||
| Exceptional maintenance repairs | 48,713 | - | 48,713 | 71,491 |
| Routine maintenance andrepairs | 18,017 | - | 18,017 | 14,285 |
| 97,035 | - | 97,035 | 114,267 | |
| Sundry expenses | ||||
| Stockbrokers’ management fees | 2,260 | - | 2,260 | 2,648 |
| Almshouse Association subscription | 419 | - | 419 | 407 |
| Insurance premium | 4,510 | - | 4,510 | 4,404 |
| Bank interest/charges | 60 | - | 60 | 108 |
| Sundries | 2,777 | - | 2,777 | 1,241 |
| 107,061 | - | 107,061 | 123,075 | |
| Purchase offixed assets | - | - | - | - |
| Purchase of investments | 23,934 | - | 23,934 | 46,472 |
| TOTALPAYMENTS | 130,995 | - | 130,995 | 169,547 |
| NET(EXPENDITURE)/RECEIPTS | 2,069 | - | 2,069 | (24,030) |
| Transfers between funds | - | - | - | - |
| OPENING CASH FUNDS | 12,815 | - | 12,185 | 36,845 |
| CLOSINGCASHFUNDS | 14,884 | - | 14,884 | 12,815 |
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JOHN ABBOTT'S TRUSTEES’ LADIES HOME
STATEMENT OF ASSETS AND LIABILITIES
YEAR ENDED 31 MARCH 2025
| 2025 | 2024 | |||
|---|---|---|---|---|
| £ | £ | £ | £ | |
| CASHFUNDS | ||||
| CAF—Current account | 12,040 | 7,714 | ||
| CAF—Deposit account | 52 | 1,020 | ||
| Extraordinary repairfund | 1,626 | 2,118 | ||
| Stockbrokers | 1,166 | 1,963 | ||
| TOTALCASHFUNDS | 14,884 | 12,815 | ||
| INVESTMENTS (Atvaluation) | 177,197 | 170,390 | ||
| LANDANDBUILDINGSATCOST | 417,743 | 417,743 | ||
| TOTALASSETS | 609,824 | 600,948 | ||
| FUNDSRECONCILIATION | ||||
| Openingnet assets | 600,948 | 628,488 | ||
| Netreceipts | 2,069 | (24,030) | ||
| Net (decrease)/increase in other assets | 6,807 | (3,510) | ||
| 609,824 | 600,948 |
These financial statements were approved by the trustees on 26 January 2026 and are signed on their behalfy:
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Mr E Wood Co-optative Governor
Mrs J Crowther Co-optative Governor
P gre
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