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2023-12-31-accounts

Haineswatts Rosemary Almshouse Financial Statements For the Year Ended 31 December 2023 Charitable Incorporated Organisation Registered Charity Number: 1157430 haineswalts.co.uk

FChlTHEYEAR ENDED 31 ICEMBER 2023 Report oltheTnote I to 3 Inde￿dent Examln$Repurt St*rn￿t ofHMndal Adivkks Balan￿Sl￿t 7 to 16 Detslknl Statshlrt of Fmanaal Actl¥tt 17

REPMOFTrIETrUSTEES FQR I￿EYE￿ ENDED 31 DECEMBgi 2023 The Trustees presert their repxt with the financial statements of tfr tharlty for tr ended 31 December 2023. The trustees have adopted the pr￿10￿$ of the Ststemerf of Reconmended prxii￿IsORpI 'Accountln8 and Reporti￿ bycharities" in weparfngthe anntjal report and flnaniièl ststements tharity. The finanoal statements have been prepa￿ In a¢¢Wd￿ Mryth the attountir prAties in notes to thè accounts on p￿e$ 7, 8 and 9 and comF4y wth the tharity's g￿￿TrIng document. the Charities Act 2011 and Accounting and Reporting ￿ Charitse%. ￿¥￿ent of Recommended Praciite appucable to Chan￿e5 preparln8 thelr aCCOUnts In acttydance WTth the finanoal Reporting StJthrd aPP￿cable in the UK and Republic of Irdand published In 0¢￿ber 2019. oblert￿&S al￿ alms The main object of the Charity Is the hou9￿ for poor peorle of the parfsh rl Stanway who are over 60 years ol age and were bcn In the area of benefft or ¥e resldent thtreln at the tlme of appolntment. Preference shall bE 8i¥en towdows spinster5 aNI maffied£o&Wes qualified asafcesaMI. Ip¥(3flon ot Incorne The net irKorr shall be applied first to repair. tnswe all otlv in respect cl the Charltys propertfjes and all propw costs of the tharivs athiSristrati(m mana£enwt. Thereafter net intomE shall be applied for the bEnefrtof the almspeople of the Chwrty. Slgnlfi¢affl artl¥ttles The Charity currentty wobides aknSh(M￿ w0￿￿leS and Its to u￿1$e these a5 far as p055ibk to meet the objertl¥es of the Charfty. blk b•efft These actknties are comidered w belty the putyic benefitand in runThrethe Charity the Trnstees ha% regard forthe Charity Commission guidance on pulAK benefit Charltle artl¥ftles Dur(n8the year theTntsts conunued to Mainti￿ the ahnSh￿seSfOrthe bertfitsof the resldent& FINANCIALREVifW Anandal posltton The Charity's finanual wtiC4) is as set ￿j11nthe ￿an￿Sheet on p38e 6 arbj is cthuldered satEsfactrry. Reserw poll¢y The Charitys policy re5erNYs S to maintain Athdent reser￿$ to enalAe the Chity to continue to atheve its principal obiectfft& FimiRE PLAN5 During the year the trustees appolnred the swbicesof a SW¥e￿ to aSSSt *ith the implementstlon of a 5 year plan to maintan the cwrent h(￿ing stc¥ernln8 docume The Charity 15 governed in accwdance with a constitution dated 10 Junt 2014 as amended on 26 Septembtr 201& 27 November 2018. 20 Au8USt 2019. 29 November 2022 l March 2024.

ROSEMARY ALMSHOUSE REPORTOFTHETrUSTEfS FOR THEYEAR ENDED 31 DECEMBER 2023 STiiucfuRE. GOVERNANCE AND MW4AGEMeNT Recrnltment and •ppolntment ol newtrustees As vacancie5 for Trustees arise appllc*lons are sou8ht fr¢Jm po¢entlo1 ¢andldates known to the Trustees and olher sultable local people. Appllc8nts are then consldered by the Trustees and appolntments made by resolutlon of the Trust￿$. Oryanl$ètlonAI stnKtu Dayto day admln15tratlon of the Charlty Is (Jrrled out by the Clerk who reportstothe Trustee Indurtlon and tr•lnln8 of n•wtrurt• New Trustees are brlefed by the Clerk and the eylstlng Tmsttes OTh the hlstory and athvltles of the Chailty. They are provlded wlth a copy Df the Charlty ccmrn1s￿oTr publlcatlon'yhe E55entlal Trustee. detalllnB thelr responslbllltles and provldln88uldan¢e an beln8 a Trustee. NewTrustees a￿ provlded ￿th a copy of the Charlty Scheme Jnd the latest actounts. Rèlat•d pirtl•s There are no other charttles relaitd to the Rosemary Pjmshouses. The Clerk lo t￿ Charlty Is ¥lso Clth to other almshouse charl￿¢$. Rlsk mwnliement The trustees h•ve a duty to Identify and revlew the rlsks to whl¢h the charfty15 exposed and io enwre •pproprlate tontro15 are In place to provlde reasonable assuran￿ agalnst fraud and error. REFERENCE AND 1￿mINIsTrATIvE DETAILS Rqlstered th•rltynumbor 1157430 Prln¢lpAI addr•H 286 Mersea Road Colchester Essex C02 8QV Trurte DT Ireland Mrs M Jackson Ires18ned 9/V241 Mrs S Splce A Warnes Aev A Bushell D Kent Cllr D Jordan O F Wotton lappolnted 21151241 Independent Exlmtner SlmoTh Wellln Certified A¢¢ountant Halnes Watts Chartered Actountants Town Wa4 Hous• Balkerne Hlll Coichester Essex C03 3AD

ROSEMARY ALMSHOI REPORTOFTHETrUSTEES FOA TKE YEAR ENDED 31 OECEMBER2023 REFEREi4ce AND ADMWIISTAAllvE DETAILS SollcRor5 Anthony ColllnsSdkitl¥S LLP 134, Edrn￿￿ Street Birningh 63 2ES aerk to the Ch4rlty Ison 5mlth 286 Mersea Rold Col¢h￿t Essex C02 8aY B•nkers Natwest 25 Hl£h Stre Colchest Essex Coi IDG Approved by order of ¢h bo•rd of trustees on 20AuiiMt 2024 Ind sned on Its beh•ff by. S Spl¢e Trust••

INDEPENDENfEXAMINER'S REP(IRTTO THETRIISTEES OF Ind•p￿dent￿MInerf5 reportto th•tru#eesofR(&em•ryAlm5h I report io the charity trustees my ewirotion of the acc¢ymts fA Rosemxy Almshouse lthe Trusil for the year ended 31 December 2023. ROSPDnsrtsmtte5 and l)as1s olreport A5 the charlty trustees of the Trust you •re resp)nslbEe fce the prepaAtion al the xcwnts In accordaKe with the requlrements oftht Ckrftleskt 2011 IlheAcVI. I report in respect of my ex¥nlnakn ol the Tn&Vs xctyjnts tArt under Section 145 of the Act ind In carryln8 out my eXamIna￿On I havèfoll•%d •ll app￿Ca￿e Ibwn Charity Commimion Sertlon 145ISllbl ofthe Art lfidependent ex•mlTrerfs st•t4m•it I have c¢Thpleted my ex•￿InatION l ￿￿flM) that M mate￿1 mttters cfthe to my attend¢h) In connectlon lth the examln•tlon ￿1￿me cawe to bdleve thatln arty materl•l re5pert'. •tcwnllng recordswere not kept In respect cltheTrpJst •$ rewlred Settlon 130 of t￿ kt; or the accounts do not accwd ¥Ath recryds. or the accounts do clynth wlth the Ip￿￿¢1b1e requIr￿e￿$ concernty the form ar￿ content ot ￿Counts$et ¢Mrt In the ChawJtle5 Il£cwnts and Report51 Reeuladons 2(IX other th•n any requlrement th•t the i(rounts e a true and falr Vlew whkh Is not a Matter t￿￿dered as part of an Independeni e¥amlnation. I have no conterns and hm tame attoss no other mitters In ce•)nertfjon ￿th the exJmlnJtlw to whh attentlon should be drawn In thlsreportln Ofderto en•ble a yoper ￿￿erSI￿dIng9f the accounts to be reached. Slmon Welll Certlfied Acctyjntant Chartered A¢couDtants Town Wall House 8•lkerne Hlll Colchester Essex C03 3A0 22 August 2024

srAYEMENT OF FINA14CIAL£nvtr￿s FOR THEY£￿ ENDED 31 DECEMBER 2023 2022 Total fvnd$ Unrestiicted Re5trlcted Endo￿Trent funds fvnds fvr Totsl lunds NL INCOME ANO E1400WMEIITS FROM Charlt4ble xtl¥ltls AJmshou5es actiwty 29A 29.1 24650 Investrnent Intomè Other IrKome 18 Tol•l 29.168 EXPENDifuRE IY4 Ch*rttable a¢tl¥ftt Jmshouses actlvlty 4706 13.762 Net 4alns on Invertments 701 NET INCOME 14,463 Othav rwnlmd p1mll1￿￿) 64lnson rev•lu4tloD of fixed assets 179 179 Net mv4ffi1qnl kn lunds In220 3.S79 14,463 RECONauAnON CF FUNDS Total funds brought I￿rd IISA117 6NO41 057 841586 TOTAL FUNOS CARRIED FORWARD a76 799261 LOS0,628 857,049 CONTINillNG OPEIIATIONS All Income and expendlture h•5 arfsenfrLYn cont1nu1￿ •ctk4hl•

ROSEMARY ALMSHOUSE BALANCE SHEET 31 DEcEm￿R 2023 2023 Total funds 2022 Total funds UTrre5trltted funds ReStrI￿ed funds Endowment funds Notts FIXEDASSETS Tan8ible a$5ets Investments io li iU077 795.268 1.345 97.504 732,125 97.504 112,077 799.268 1,008,849 819,418 CURRENT ASSETS Debtor5 Cash at bank 1705 31.610 2,705 41.517 1,820 34,315 44.222 41,406 CREDITORS Amounts fallln8 due wlthln one v•ar 13 12,4431 13,7751 NEf CURRENT ASSErs 41.779 TOTAL ASSETS Less CURRENT LIA8IUTIÉS 129376 12L9e4 799,268 ¥050.628 857,049 NEf ASSErs 129 376 121,984 1,050.628 857,049 FUNDS Unre5tr1ded fvnds Restrlcted fvnds Endowment funds 14 129.376 121,984 115,017 121,984 620,048 TOTAL FUND5 The flnanclal ststement$ w•r• •ppr¢wed by the 8oard of Tru5tee5 ond author5sed fr*r Issu• on 20 Au8USt 2024 and were ssgned an Its behallbv: D Jordan S Spl¢e Trustee Trustee The noteslorm partolthese financtsl statements

ROSEMARY ALMSHOUSE NOTES TO THE FbYANCIAL STATEMENTS FOR THEYEPI¢ ENDED 31 DECEMBEA 2025 On 6 Ocld)er 2015 the athtsE& assets and l3lxlttles dTh Rosen4ryAJmshouse Charlty ICharltyRe8lstra￿oTr Number 2281781 were transftrred tothis Chariry. ACCOUIfflNG PQUCIES Basls ofpr4path8 thelknandal S￿ements The financial statements of the thartty. vthth Is ¥ pubfjc berfit endty ￿r￿er FRS 101 hwe been pwred In accordance with the charit￿$ SORP IFRS 1021 'k￿nti￿ and Ileportln8 by Charitles.. Statement of Recommended Prarttce apsAicable to charttses wepar1￿ their accowrts in accordance with the Fknandal RporUne siandard aOlcable In the UK and Aepubwc of Ireland IFRS 1021 leffeC￿Ve ljanuary 20191,, Flnènclal Report5n8 Standard 102 The Flnan¢fjal Rewrirq Standard appllcable In the UK and Republc ot Ireland, and tl char￿e$ Act 2011. The finandal statements have been wepared under the hlsiorlcal cost CO￿￿110n. ¥Ath the exceptlon that houth¥ protwts ¥e IrKluded * r4lulon •nd Irwe5trnts ¥e Induded at marketvaue. Fund Ac¢ounth Unrèstrlded funds arè ava￿able to spend on a¢b￿￿e$ that lurthw any of the pjrposes of Charity. De￿nIted funds are unrestrfrted funds of tht charity 7Athkh the tntstees hwe dec(ded at thelr dtscretlon to xt a51de to use for 4 spedfic purpose. Relld¢¢ed fvThds •re fvnd5 ¥&1￿Ch the d￿Or h45 5pecifted are to bE us•d Solely for rtkular purpose. Permanent erJoTrent fvnds •re non-expendable funds thch ue nomlally held Indefinltety. Further explanatlon of the nabJrè and purpjse ol each lund Is IrKluded In note5 to the flnandal stat•m•nts. GO1￿cOnclrn The accounts are prep•red ￿ • conc•m basls as thtrtr are no matwlal un¢vtslnlle5 about the abllty to contlnue. All Income Is re¢ognlsed in the Slaternent ol F5nar￿al Acti¥ftles 0￿e the chirlty N•$ entldement to th• fund It Is prob3blt thatth• be rttel¥d WKI thè can be measur•d r￿￿. Income frcm iowtrnment and other yant% wrt￿ther 'Ca￿ts1. grants or 'revenue' 8rant¥ 1> rtognlsed when the Charlty has enUtlemeAt to the fund% any perfomiatKe tonditions attKhed to theRrants hayt been meL It Is wobable thatthe lrtome wll be receld the c•n be measured r￿•bI¥1nd ts nol deferred. For l•8acies •nlti•mert Is tsken ￿ the of the date on whkh elther: the Ch•rlty Is a¥Are that probate h•5 been granted. the estate ha5 been finalised and r￿￿(all0Th has been made ty the exttutCfl51 to the Charltythat a dlstritr￿tI0￿ wlll be made, or tthn • 1th$t￿￿t10Th Is receib*d IrL¥n the esthte. Donatlons and other voluntary SKome art rtlie¢ted In the •¢CLNnts perlod In wknlth they •re recel¥ed. Donaiions In kind are re¢o8nlsed by the Charity WI￿1 recep￿1 exept in the case of seThlces provided free or hder¥aluÈ bybY>luntary staff orothers wNth are not refiected In the attoun Int•rest ft•¢el¥ed Interest on funds held em deposlt is Induded wthen recelvalle the amount be ffteaswed rellabty ￿ the Chartty,. thls Is nom81tyup￿ nO￿fiCatIOn of the Interest pahj or paytble bythe 8ank.

NOTESTOTHE ANANaALSTA7EMEIITS. c4xrtlrwed FOR THE YEAR E140ED 31 DECEMBER 2023 Expthdlture Liablities ￿ re£uwused as ex￿￿￿¢￿Te a5 soon as there 15 a leg31 CLWt5t￿vl￿ O￿l83110n cu)NTrlttlryg the charity tts that exrthd1￿Ie, rÉ ts wobaile that a trants Lrf econtmic benefits ￿11 be reQ￿red in settlement and the amount of the obligaion can be measured rdial￿v. Expenditure is ac£ounted for on an attruals basis and has been datyr￿d under he¥Jin8s that aggregate all cost ￿lated to the c￿eg￿. w￿re costs cannot be dirertly attrilxLted to particular headiw kn hm been allotated to on a bals ¢on4stent the of resour The charge5 in the Strrtht of fin￿￿131 kti¥ltles In rw of ¢brlkal malntenaKe extr&xdlnary repalrs ieflect the Trustees. £￿tsnt corxern to keep the properbes in good Cor￿7161￿, and are in accordance with the Amshouse A5s00atlons' rectynmendatbon that Jmshouse Chartlres sh(Kdd set aslde eath year speclfic sums in this respect Tran4ers xe made from the kcumuw Inc(me fvnd e¥h year to the Extrawdinary Repair Reserve to to¥er eXtra￿thA4¥ repairs as they arise aNI to the ￿￿11[￿ Mainten¥Ke Reser¥t tocover repairs whith arise on a cydical basi 5￿POrta￿ts The Charity's 8overnaKe are all￿ated entir to the Almshouse COAS slnce 5UPWt Costs relatin8 to r actithes are consldwed Immatwial. Tanglble flmed assets The hoLL8lw wiwerties I￿ IbvJuded In tre ￿nts at thek rwtststeffleni value. Addltlons after each revaluation are I[￿uded atC05tuntd afurther revaluat1￿. The ¢ost of refwbishment and imwownents to the existiry are written df to Accwnuiated Inccffie fund or ExtrdCrtliny Rewr Reserveas imwred Izry maN¥ imfvYo¥wnerts orexten5ionstothe woperty are capitalised. The hou￿n8 propertie5 are not deprecvated as reValuati￿ts are wfom)ed tmth 9Jffident regularity to enwre that the C￿￿￿8 arn¢￿nts arenot matertally misstated The land at the rear of the alm$h￿rn Is Included at cost and 15 not dewedated. The cost of the land representsthe costs In connertiLm ith obtaining plannI￿pem)lS$l0n to devdop newaknshouse propertle& Invesknients are Sho￿ on the Balance at their market value. Chry in rnark￿ Vall￿ during an accounting pefiod are refiected in the accounts as unreali5ed gains oy losse5. Upon dispwl of an investment the drflwence betyfftn orofjnal cost and dwsal W￿d5 is rellected in the ateounts as a realised gain or I¢￿ and an adjustment Is made ro unrealised gains w losses to rebErse unwealised mtyrtments In value bn earlieryears. Contribudon and otPor debttys are recrenL%ed at the Settle￿Trt amount due. Prepa¥Thents are valued at the •mountprepakl Det of aThytrade th¢tyJnts the. Cash at Bank Cash at bank and cash in hand Ind￿leS Cash and shtyt term h¥hty liquid invesbrents a short maturity of three months ￿lesS from the date of aCqu￿1￿0n LY W￿￿Ofthe depotor *rnilar aCCOUnL

ROSEMARY AU4qSHOUSE NOTESTOThE ANANCIALSTATEMENTS. ¢r4rttNed Fckl ThE YEAR ENDED 31 DECEMBER 1023 ACCOUNTING POUCIES. contlnued Credllors and provlslons Creditors and provisions are re￿nISed where the Charity has a present obllgatlon fe5ultlnB from a past event that will probably result in the tran51er of funds to a third party and the amount due to settle the obllgatlon can be measured or estirnated reliably. Creditors and wo*isions are nomially recognised at their settlemerrt amount after allowtne for anytrade discounts due. T¥MatSoD The charfty Is exemptfr¢Jn tax on rts charIta￿e aCtI￿lIes. INVESTMENTINCOME 2022 COIF deposit account interest 75 18 INCOME FROM I)IARifABLEAcnvmES 2023 2022 Almshouses actl￿ty Contributions recelvable L055e5 from vacan£ie5 31.8ZZ 28,650 29,415 28,650 CHAft￿ABLE AcfwI￿Es COStS Dlrect ts Isee note 61 Support costs Isee note 71 Totals Almshouses artmty 15.374 5,410

FOR THÉ YEAR EfrIDED31 DECEMBER 20 Vacant propertycosts Wètercha Inwrance Repalrs and maintenance Cyclical repairs Gordenirva Careline Sundry expef Bad debts wrltten off 811 3,104 553 4,789 229 375 15J74 10.843 Governance Totsls SAIO Supmc05ts. induded in the ab￿. are asfoll 2022 Almshouses activity Almshouses arttwty Oerkfees b5criptions A¢CoUn￿nCY fees Independertexninionfees 3.22S 146 L053 139 Im7 SAIO TRUSfE£S' REMUNERAYICf4 MID BENEFITS There Tho tru5tee5' rernuneraticfft or other benefftsftytheye¥ er￿d 31 December 2023 nor for the year ended 31 Decernber 2022. There were no Irustees. expenses pald the par e￿Ied 31 D￿ernbEr2o23 rKv for the ended 31 D￿ember 2021 -i(

NOTESTO ThE AMAN0￿$TATEM￿S.r0nt￿We FOR THEVÉPA ENDED 31 DECEMBER 2023 Unrestsicted Restrirted Endowment fvnds fvr￿S funds Total fund5 IIICOME AND ENOOWMENTS FROM tharknble acllvftle5 mshouses acth4ty Irwestrnent inc Other Incl 18 29.168 EXPENDtWRE ON Charttzble adl¥ltles 13.762 13.762 Net gains on investsnents 701 701 14.463 14.463 ftEC£YICILwnoN OF FUIIDS Total funds br0￿htf0nVard I￿554 12L984 s2￿04$ 841586 115,017 121984 620, 857.049 TANGIBLE AXED ASSErs Land to Housi rear of properties ￿Ms1￿￿JSts Totals COST OR v￿vAn0￿ At l January 2023 Revaluations 14077 732.us 179.220 179320 At 31 De¢ernbw2023 91L345 NEf BOOK VALUE At 31 December 2023 14077 91L345 At 31 C*cernber2022 732.125 -li-

ROSEMARY ALMSHOWE NOTESTOTHE ANANaAL$TA7EmEN￿. ¢ontkwe FOR TNE YEAR EP40ED 31 DECEMBER 2023 YAP4618iE AXED A$S￿5- COn￿￿Je￿ The housln8 prwrtles ¥e at valuab"on. being at thelr Ir6uratKe Nnqatement value as at ￿ June 2023 of £PJ9,268, whl¢h thetrustees ￿5•d￿ed to ie value asat 31 DecemLT 21)23. The land atlherear of the alm$how￿ is ￿duded att05tand ￿ not depretiated. Cost or valuation at 31 OectmbEr 2023 is fwesend trf. I￿t0 Houthi •lmshous Totsls cufflulated revaluatlrffigaw 779157 779.857 11. FIXEDASSET INVESTMEIITS "sted IrNestments At l January 2023 Atditions ReValU￿10n5 87.293 4.568 S.643 Ai 31 tcember 2023 97.$04 NETBOOKVALUE Al 31 December 2023 97,504 At31 DecembEr 2022 87.293 Tlrewere no irNestmtnt assetsout*de the UL Cosior7Aluation at 31 Decemtrr2023 6represented br. Lbted knvestm•b umutated revaluation gar 30.651 66.853 97.504

NOTESTOThE FINANUALSTATEMENTS. ton11￿ed FOIiTHEYEMI ENDED 31 DÉCEPAER 2Q3 DEBT￿. ￿loUNTs FALLNG DUEWIFHW ONE YEAR 2022 c¢￿tribUtionS in arre¥s Prepayments and accrued income 173 1,647 1705 1.820 CREI)ITORS: AMOUNTS FILityIG DiE winiN ONEYEAR 2022 Contril)uDons In Other creditors Ac£ruals and deferred irKomE 1,133 L578 2.138 3.775 Net mo¥￿ent in funds Tran￿r$ beh¥een funds At 31.12.23 AtLL23 Accurnulated Income Cydical Maintenance Ileser¥e Extra(Ydlnary Repair Reser 29¥3 34.398 63.017 31.961 {6331 3.157 IISm7 9,376 Re51ri¢ted fwKIs Land at Rear 0f￿MshOuSeS Fuftd National ￿Msh￿se A550aation Grant Fund omes E￿101￿1 Grant Fund 19,802 10219 10,219 91.963 L984 Permanent Endowment Property Revaluation Rese 11 19.411 779,857 179220 1792X> YOYAL FUND5 857.049 1.050M8 -1>

NOTESYO IHE FINANaAL5fATrIEIITS. conthwed FOR THEYEAR ENOED 31 DECEM8EA 2023 MOVEMENT114 FUNOS.u¥rttnued Net mtwementlnfuods. Induded in the abtye are asfollfX¥S: Gains and Movement in funds resources Unrestr1rt￿ funds ktumulated Incrme Cydtcal mainterta￿e Res¢YbE EXtra￿dInary Re￿ir Reserve (17J)211 7631 W6 (47841 358 p￿pertY Revaluation Reser¥e 179220 179,ZZD TOTPI FUP405 29A90 20.7851 3,578 Net Transfe At 1.1.22 in [￿d5 fvrtds 31.12.22 Unrestrlcted fiuKIs Accumsjlated InC￿le Cyclic31 Maintenal￿e ReseNe Extraordinary Repair Rese 25.161 58,653 I6.7￿1 14.402 11671 228 IIO.LM￿l 29.563 io,r 26.968 ICO,554 14.463 115.017 Restrlrtedlunds Land at Rear ofAlmshwses Fund National AlMshC￿se Ass(xiation Grant FI￿d Homes Ewland Grani Fund 19,W)2 10.219 91.963 10.219 91,963 1.984 1,984 Permanent Endowment Propettr Revaluatlon Resebye 19.411 6￿.631 19.411 f4)),637 620.048 YOYAL FUNDS 842.586 14463 857,049 -14-

ROSEMARY AiM>IOLtsE FOItThE YEAR ENDED 31 DECEMBER 2$)23 Comparatfve mtylement infunds induded in theabThp are asfolry5: Inccthirg resour￿ expended Gains and Movement in fvnds Uhre#rfrted fur￿% Ac￿m￿lated Income Cyclical maintenan￿ ReseThe Extraordbnary Replir Reser¥e 29.168 114.8531 15531 87 14.402 11671 228 29.168 .4061 14.463 29.168 701 14,463 The Pennanent End(YTrent Fund rwesented Owitysland and ￿J￿￿￿and ￿ Th)t expendable. In acctrdance wlth the ieouirements of the (h¥1ty￿RP. the suwuses (m property revakwtlons are shown in a separate Property Re<dluation ReseN The Pemanent Endo4wnent FuThJ t￿ether the prop￿ knaluation Reserve the Restricted Funds,. Land at Rear of Ajmshouses Fund. Matr"￿al As50uation of Amsh￿Se Grant Fund and Hc4nes En8land Grant Fu rekesentthe Charitvs land and bulldi The Land at Rear of Almshouses Fund is a reKrirted fvnd represents donations T￿el￿td of £19,802 during the year5 ended 31 December 2011 aThJ 2012 to enable the ¢hwlty io purchase land at the rear of the almshowes. The National Association of Aknshouse Grant Fund Is a restricted fmd and ￿presents the grant ie¢ei¥ed of £10,219 durin8 the yearended 31 Decamber 2019 in connecbon ?￿th the devdtspment ofthe land at the rear ofthe almshr￿S. The Horne5 Endand Grant Fund ￿ a restricted and wresents ihe grant receibd of £91,963 dur(ng the year ended 31 December 2020 In connectiorb ¥¥lth the d￿e￿7pment ofthe land at the rear ofthe almshouses. Extraorth•ryReptlr Rew¥e A transfer is made each year frM¥ tht Actumdated IrK¢Yhe lund to the ExtraLydin￿¥ Repair Rest￿ to c(Ner extraordin•ry repairs as they wlse. The Fund 15 speclficaty Irwe5ted and in¢(me recaved ts added to the Fund. Cydl¢al Mokntewn¢e Reser¥e A transfer is made eath yearfrorn the knmulatrd Intome fvnd to the Cwllcal MaintenaKe Rèserve to cover cycl1t￿ repars as theyarise.

ROSEMARY ALMSHOUSE NOTESTO THE FINANaALSTATEMENTS-¢ontlnued FOR THEYEAR ENOED 31 DECEMBER 2023 MOVEMENT W4 FUNDS-Conttn￿8d Atcufflulaied Incum• The Fund rewesents ￿C￿mUlated surpluses of th• Charfty and 15 avallable for thè general purpos•s of the Charlty. RELAY£D PARfi OISCLOSURES There were no felated party transadonsforthtyeir ended 31 Dec•nbtr 2023. -1

DEr￿LE0 STATEMENT OF RNANCIAL ACTM FOR THE YEAR E14DED31 OÉCEMBEA2023 2023 INCOME AND ENDOWMErirs IIi¥•sirn•rt I￿ame COIF deposlt account irterest Charthle •rtl¥llles Contrtbu￿onslecdw4￿e Losses from vacancles 31.822 407) 28,650 Other Income COMpen￿li0n Intome T¢￿1 veuwrt•S 29.490 29,168 expeNDITURe chlrft￿I• artlvltl•s Vacant property corts Waterthlryes Insurance Repalrs al￿ malnienance Cycllcol rep•lrs Gardenlne C•rellne Sundry exptnses 8ad debts wrltten off 811 3.104 553 4,789 229 375 3.769 15,374 10,843 Suppon costs M￿al¢m¢nI Clerkfees Subscrlpttons 4075 3.225 146 3.371 Go¥rnantt (¢)sts Accountsncy fees Indep•tsJ•nt •xanlnation fe*s 1,053 139 Total It￿r(e$ expended 15.406 Nel lftrorne 705 pagedoEs not form part Oftheststuwfin￿K1aI 5tttefflents -17.