**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** Thetford Municipal & United Almshouse Charity **Other names charity is known by** 1059877 **Charity's principal address** 2 Primrose Close Thetford Norfolk **Postcode IP24 2XD** ~~—~~
**Other names charity is known by**
**Registered charity number (if any)** 1059877
**Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** 1 Mrs S Armes 2 Mr G C Bass Clerk 3 Mrs B Canham Thetford Town Council 4 Mr D Crawford Thetford Town Council 5 Mrs J James Treasurer 6 Mr T J Lamb 7 Mrs P Pearson 8 Mr M Spencer Vice Chairman 9 Mrs P Spencer Chairman 10 11 12 13 14 15 16 17 18 19 20 ~~Oe~~ **Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year**
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|**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
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
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.
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **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**
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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:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
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Section D Achievements and performance
Maintaining contact with the residents and ensuring properties are well **Summary of the main** maintained. **achievements of the charity during the year**
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## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
The charities have 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 charity’s principal sources of funds (including any fundraising);
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.
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **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**
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## **THETFORD MUNICIPAL & UNITED ALMSHOUSE CHARITY (1059877)**
Statement of receipts and Payments for the year 1[st] January, 2023 to 31st December, 2023
||**2022**|||**2023**|
|---|---|---|---|---|
|£|£|**RECEIPTS**|£|£|
|||**Housing charges**|||
|17,950.00||Weekly maintenance charges||17,475.00|
|5,568.59|23,518.59|Housing Benefit||5,624.84|
|||**Investment Income**|||
|24.28||COIF Deposit Account||107.43|
|2,456.12|2,480.40|COIF Income dividends||2,465.62|
||||||
||25,998.99|||25,672.89|
|||**PAYMENTS**|||
|||**Administration**|||
|500.00||Subs to Almshouse Association||383.00|
|||T.V. Licencing||60.00|
|||Council Tax on empty properties|||
|1,276.72||Insurances||1,250.51|
|||Publications & advertising||72.00|
|22.75||Other misc|||
|.00|1,799.47|Postage|||
|||**Buildings**|||
|33,844.80||Major repairs||13,082.93|
|7,130.13|40,974.93|Routine repairs & maintenance||6,392.40|
|||**Other charges**|||
|1,455.21||Water & Sewerage charges||1,320.05|
|264.00||Electricity||873.62|
|1,280.47|2,999.68|Piper Alarm system||1,549.72|
||||||
||45,774.08|**TOTAL PAYMENTS**||24,984.23|
|-19,775.09||Surplus/Deficit for year|688.66||
|42,744.29||Balance brought forward 01/01/23|22,969.20||
|||Trans to COIF Investments|||
||22,969.20|**Balance Carried forward 31/12/23**||23,657.86|
To the Trustees of:
## THETFORD MUNICIPAL & UNITED ALMHOUSE CHARITY (1059877) SIR JOSEPH WILLIAMSON FOR THE POOR (208265) SIR JOHN WILLIAMSON FOR APPRENTICING (311108)
| report to the trustees on my examination of the accounts of the above-listed Charities for the year ended 31 December 2023.
## Responsibilities and basis of report
As the Charity Trustees of the above-listed Charities 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 2011 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.
## Independent examiner’s statement
| have completed my examination. | 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:
1. accounting records were not kept in respect of the Trust 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 examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
## Signed: ol’fw
Name: Alan Yorke B Compt (Hons)
22 The Street
Bridgham Norfolk NR16 2RY
:
18" February 2025