OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-12-31-accounts

To

Trustees' Annual Report for the period

Period start date Period end date 1 January 2022 31[st] December 2022

From

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 1059877

Thetford Municipal & United Almshouse Charity

Charity's principal address 2 Primrose Close Thetford Norfolk Postcode IP24 2XD

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Mrs S Armes
Mr G C Bass Clerk
Mrs B Canham Thetford Town Council
Mr D Crawford Thetford Town Council
Mrs J James Treasurer
Mr T J Lamb
Mr A Paines 01/01/2022 – 23/08/2022
Mrs P Pearson
Mr M Spencer Vice Chairman
Mrs P Spencer Chairman

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

TAR

March 2012

1

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

Section B Structure, governance and management

Description of the charity’s trusts

Constitution

Type of governing document (eg. trust deed, constitution) Charitable Trust How the charity is constituted (eg. trust, association, company)

Two appointed by Thetford Town Council Trustee selection methods Co-opted Trustees appointed from suitable local people

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

The Almshouse Charity is administered by Thetford Municipal & United Charities with the same Trustees as two other local charities: Sir Joseph Williamson Charity for the Poor No 208265 Charity of Sir Joseph Williamson for Apprenticing 311108

The main risks would be the inability of finding a resident for a vacant property. Additionally there is adequate Insurance against Fire etc.

Section C Objectives and activities

Provision and maintenance of almshouses for elderly/old people,.and the welfare of the residents

Summary of the objects of the charity set out in its governing document

TAR

March 2012

2

Only public benefit is to provide pleasant cottages for elderly local people.

Keeping the almshouses in good repair and ensuring the facilities of the properties are kept up to date.

The trustees always try to follow the guidance of the Charity Commission and The Almshouse Association.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

All trustees are volunteers and make a considerable contribution the work and welfare of the almshouse residents

You may choose to include further statements, where relevant, about:

TAR

March 2012

3

Section D Achievements and performance

Maintaining contact with the residents and ensuring properties are well Summary of the main maintained. achievements of the charity Significant investment was made this year in relation to the heating of our during the year Almshouse with new electric heating.

TAR

March 2012

4

Section E Financial review

Brief statement of the charity’s policy on reserves

The charities have very considerable reserves which invested by a firm recommended by The Almshouse Association.

Details of any funds materially in deficit

No funds are in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

The resident pay a monthly maintenance charge which is regularly reviewed.

Expenditure has only been spent on maintenance of almshouses, water and sewerage, Television licences.

Investments are divided between deposit accounts, income investments and accumulation units.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date

TAR

March 2012

5

THETFORD MUNICIPAL & UNITED ALMSHOUSE CHARITY (1059877)

Statement of receipts and Payments for the year 1[st] January, 2022 to 31st December, 2022

2021 2022
£ £ RECEIPTS £ £
Housing charges
18,675.00 Weekly maintenance charges 17,950.00
5,624.84 24,299.84 Housing Benefit 5,568.59
Investment Income
0.32 COIF Deposit Account 24.28
2,393.20 2,393.52 COIF Income dividends 2,456.12
26,693.36 25,998.99
PAYMENTS
Administration
2.00 Subs to Almshouse Association 500.00
T.V. Licencing
Council Tax on empty properties
1,155.19 Insurances 1,276.72
Publications & advertising
Other misc 22.75
1,157.19 Postage .00
Buildings
Major repairs 33,844.80
6,409.60 6,409.60 Routine repairs & maintenance 7,130.13
Other charges
1,588.65 Water & Sewerage charges 1,455.21
301.83 Electricity 264.00
1,067.24 2,957.72 Piper Alarm system 1,280.47
10,524.51 TOTAL PAYMENTS 45,774.08
16,168.85 Surplus/Deficit for year -19,775.09
26,575.44 Balance brought forward 01/01/22 42,744.29
Trans to COIF Investments
42,744.29 Balance Carried forward 31/12/22 22,969.20