Trustees of Ha￿ey$ and Jubilee Homes
Registered charity no 1123124 Almshouse Association 00 1382
Annual Rep)rt 2023124
Th¢ chaity known as Harveys and Jubilee Homes (HJH) is governed by a Scheme of the
Charity Commission dated 22nd January 2008. It incorporates two PT¢ViOUS almshouse
¢harAties'. The Chwities of Rich8rd Harvey (Harveys charity no 235173) and Jubilee
Memorial Cottagcs (204496). The object of the charftty is the provision of housing
accommodation for pwsons who at¢ in nee￿ hardship or distress resident in th¢ area of
benefit (th¢ ancient parish of Chard namely Char(L Tatworth, Forton and part of WadefoTd)
and in the casc of Jubile¢ MemoTial bungalows persons of morc than 60 y¢ars of age. The
Charity owns two freehold properties hcld by the Official Custodiall of charities,. Harveys in
Higb StreeL Char¢ TA20 IQJ and two bungalows numbers 5 and 6 Jubilec Close, Char
TA20 2DH.
The Charity of Richard Harvey was founded by th¢ will of RichaTd Harvey dated 17th J￿Y
1663 and incorporates the bequ¢sts of Florence Spicer attd Agn¢s May Chaffey. The originat
Jubilee Memorial Cottages (one building with 4 bed-sits) were built in Crimchard in 1902 on
a plot callcd Waggs Pond to comrnemorate the diamond jubilee of Que¢n Vi¢toria In 1897 but
were replaced with two modern bungalows in 2005.
The ChaTity Commission Schemc governing HJH stated there would be seven co-OPt&l
Trustees and two ex-officio Trustees but the numb¢r of co-OPt¢d Trustees was reduced to five
from 22 January 2014. All seven co-opted Tn￿teeS appointed by LILe Charity Commission
were Trnst¢es of one or both the previous trusts. The ex-offi¢io Tn￿ee8 are the Mayor of
Chard and the Vicar of St Marys Chard for the tim¢ being.
Th¢ Trnstees who served all this year werc Mesdatues IK Taylor, Rcv Vye (vicar} and Messrs
Arnold (cbainnan). FroollL and Glanvill. On 13th September Ms Philippa Glastonvill was co-
Opt￿ as a Trnst¢e to replace MT Carl Anderson who had dicd earlier in the year. On 13th
December kn"chard Arnold and Michael Froom were co4)pted for a fiwther terni of four years.
Th¢ Mayor. Cl]r Garry ShortlanQ took up his position as an ¢x-officio Trustee from 91
The Trust¢es' office and correspondcnce address is the home of the clerk Mr Anthony l¥ior,
38 Monmouth Court. Chard T20 IHQ who conducts the day to day managenmt of th¢
charity. At their March 2023 meeting the Trustccs appoint¢d Mr Adrian Clifford as their
independent examinet of th¢ ac￿unts.
PLthlic benefit rcquirement for charities." thc provision of almshouse acconlm0d￿Io￿ for those
in need provides an idcntifiable pubh'c benefit which is dir¢ctly in line with the founding
trusts of Harveys and Jllbilce Homes. The Trnstees scek applicants whose housing necd is not
met or is inadequately met by statutory authorities or who arc unable to obtain or maintain
their own propety. The Trnstee& contrary to many private landlord4 advertise that they ￿e
willing to accept housing allowance t¢¢ipients who tend to be th¢ less well off and thus the
Trustees are fidfilling the obligations of their trusts.
The Tn￿teeS have no serious incid¢nt to Teport.
The Tr[￿ceS held pr¢-arranged quarterly meetings in Jun4 September and December 2023
and March 2024. Mr Arnold and Ms L£ Taylor wer¢ re-elected chairnian and vice-chairnwi
respectively at the first meeting of the year (13th March 2024) as required by the Charity
CoinJnission Scheme.

At the f June 2023 meeting tho Tn]stees adopted both the independently ¢xamined accounts
and the annual report for thc year 202212023. Thc Trustees were preselltcd with a financial
report at every meeting showing in¢on)e and expenditure to date.
In December 2023 tlle Trustees reviewed their policies (excq)t for finance) including an
amended Disaster Recovery Plaffj and accepted they were fIt for purpose.
In the Trnstees reviewed their policy on pcts at Harv¢ys . &$ described in the
Residents, Handbook and adjusted it in the light of the liellters Refomi Bill.
At their March 2024 rnccling the Trnstees confllined their Financial and Investment policies
and weed that current fre¢ reserves should be in the range of £IO,(M)O to £15,000 and
adopted a budget for 2024125 which incIud¢d £12,000 for the Ern¢rgency Repair Fun(L
£10,000 for the Cydical Maintenance Fund and an ncrease in Weekly Maintenance
Contributions &8 discussed in December.
During th¢ course of the year thc kitchens in flats 6 and 7 were r¢fiubished and upgradijig had
been approved for fiat 5 tog¢ther with new carpets in flats 5, 7 and 8. Bungalow 5 had bcen
redecorated throughout.
A new security lock was installed at Harveys on 19 March 2024 and the boilers, fire alarm
and smoke detectors were regularly serviced. A new two year gas and el¢ctricity
contract for Harveys had been signed with British Gas. Updated Energy Perforniance
Certificates had been commissioned for both Harveys and the Jubilee Bungalows.
The clerk had attended a training seminar organised by the Almshouse Association
and later in th¢ year the new Trustee Ms Philippa Glastonvill had attended a similar
course.
Looking into the fut￿¢ the Trustees. at their December meetin& considered a report
from thc clerk entitled "Maintenance Money and Management" They decided {1) to
postpone the Quinqu¢nnial Review duc in 2024 in the light of the considerdble work
carried out in recent years (li) to increase the weckly maintenance contributions from
SÈ
£80 to £100 from l April 2024 (iii) as to management the Trustees favoured the
current situation of a self-employed clerk providing an office and clerical and
management s¢rvices.
The Trust¢cs continu¢d with their quarterly visits to their Tcsidents and joined them for the
annual lunch on 28th February 2024 at the Hornsbury Mill .
Thc Trust remained a membcr of the Almshouse Association and its Gazcttc was circulated
among the Trustees and emails from the Association along with the Charity Comn]ission
News were forwarded to th¢ Trnstees by thc clerk.
Signed by the Chaimian
une 2024

CHARITY COMMISSION
FOR ENGLAND AND WALES
Receipts and Payments
Accounts
Charity name Harveys and Jubilee Homes
Forthe pertod from (start date)to
end date?
Section A
Reteipts and.payments_
Unie5trictefl
fund5
lo the nearest
Restsicled
fuFKIs
to the nearest
Endowment
funds
to the Ereare5t
lotal lunds
Last year
A1 Receipts
to the neaRsl
to the nearest
reA
èws A/ Arrj
/•
•X•
Sub totol
A2 Asset and l•ivestffloAt sales. e
Totos re￿IP1S
A3 Payments
Sub Eotsl
A4 Asset and irwestment pu￿￿0$e$. et<
Tololpoyments
Net of retryts/(poyments)
A5 Traftsler$ between funds
A6 Cash hjnds las1 yw end
Cush lunds thi5 yeor end
2••••
J£•
Ca6a

Section B
Statement of assets an(J liabilities at the end of the period
Unrestricted Restricted
Endowment funds
funds
funds
to the nearest
to the nearest
to the nearest
ljetails
Bl Cash funds
Totol cashlunds
logreebalances wAh ￿eIpts (7ndpoymeTrts Gccount(5JJ
Unrestricted
funds
to the nearest
Restricted
funds
to the nearest
Endowment
funds
to the nearest
C)etalls
B2 Other monetaryassets
Fund to which
asset belonES
Current value
loptlonal)
Detalls
(optionall
R<
231t?
lolJ/
B3 Investment a55ets
Fund to which
asset belongs
Cost
(optionall
Current value
(optional)
Detalls
B4Assets retained for the charirfs own use
Fund to which
liability relates
Amount due
{optlonal)
when due
(optionall
Details
B5 Liabllftles
Signed by one or two trustees on behalf
Si￿alureP￿nt name
Date of approval of all the trustees
II Cl4A CL I-ROQ
PttiLifr4
e TDIVVILL

Charity
C014MI8$1014
Independent Examlner's Report CC57(b)
on the Accounts
Receipts and Payment Accounts
Report to Ihe tnisteeslm8mber8 of
Regtstered charlty number
(optional)
On accounts for the year ended
Set out on pages
Respe¢tfv• respon*lbilitSes ot As the tharlty's Imslees you are responsible for the preparation of the a(xounts: you
trusteès and examlner consider thal the audll requirement ol section 43(2) of the ChaTilie& Act 1993 (Ihe Act)
does nol apply. It is my responsibilily to state. on th8 b8sls of procedures specified in
Ihe General Dliections glven by the Charity Commissioners under seclion 43(7}(b) of Ihe
Act. whether particular matters have come to my atlention.
Ba81s of Independent èxamlnefs My examlnation was rarried out In accordance Mth the General Difections given by the
report Charity Commlssloners. An examinalK•n Indudes a review of the accotmting records
kepl by the charlty and a comparison of the accounls presented with those records. It
also Indudes consideration of any unusual Items Ot disclosuTes in the accounts. and
seeklng explanations from you as truslees concemin9 any such malters. The
procedure5 undertaken do not provide all the evidenc8 that 7AN>uld be requited in an
audll. and consequently I do not express an audit opinion on th'è view given by the
Indopondent examlnerfs In connedlon with my examination, no matter has coffla to my attenlton (other than that
•tatement disclosed overfeaf.):
(l) which gives me reasonable couse to believe thal in any malerial respecl th8
requirements
to keep accounting recoTds in accordance wlth sectlon 41 of the Act; and
to Prepare accounts whÉch accoTd with the accounting iecotd5 and to
comply with the accounting iequirements of the Act
have not been met: or
{2)
to which, in my opinion. attentio)n should be drawn In (xder to enable a PToper
underslandin9 of the accounls to be reached.
PleaBe delete Ihe words In brad¢ets If they do not apply.
Slgned
Dale
Ig
fu g021
Name
IA
Relevant professlonal qu81ification
or body rrf anv)
Addres5
3 QLF