|@F#f$!rr<br>Receiptsandpa'<br>accounts|@F#f$!rr<br>Receiptsandpa'<br>accounts|@F#f$!rr<br>Receiptsandpa'<br>accounts|@F#f$!rr<br>Receiptsandpa'<br>accounts||
|---|---|---|---|---|
|Forthepedod<br>from|1stApril2020|lo|3lstMarch2021||
|SectionA<br>and|||||
|Unresfiicted<br>funds|Restricted<br>funds|Endowment<br>funds|Tota!funds|l-retyear|
|to the nearest<br>t|to the n€ar€stg|to the nearestf|totheneareat€|tothe neareetf|
|A2Asset andinveetnentsales,<br>(seetable).|T--------l|[---------I||r--l|
|rotatreceipoE-l|r-__ll---l<br>l-l<br>l-1|||r----..1<br>l-1|
|Total payments<br>Netofter,eipfsl(re1ymen6)<br>A5Transfershtrveen funds<br>A6 Cashfundslaetyearend<br>Cashfundsthisyear|l--lI-1F:|r--:1<br>r------<br>r--1<br>TIF:||r---:]<br>f-l!-1F-|





|||Unrcstricted|Restnicted|Endowment||
|---|---|---|---|---|---|
|Categories|Set*ils|funds|fcrnds|funds||
|||to nearest €|tonearest€|tonearestg||
|B{Cashtunds||||||
||Totalcashfunds|||||
||(agrEebalilceswithr*iilsardpayments|||||
||accurn(s))|||||
|||Unrestricted|Restricted|Endowment||
||Betails|funds<br>to nearestf|funds<br>tonearest€|funds<br>to oearestf||
|82Other monetary assets||||||
||Oetaits||Cost {optional)|Current value||
|83lnvestrnent assets||||||
||Betails|Fund tolrhich|Cost (optional)|Current value||
|II4Assetsretainedforthe||||||
|charity'se{$n use||||||
|||Fund towhich|Amount due|\lYhendue||
||Betails|||||
|B5i-iabillties||||||
|Sbnedbyoneor twotrusteeson<br>behalfof allttetrustees||Print Name||||
|||RobertG<br>Mrs C Fisher|||\|
||||||I|





## 

## 

|ObjectivesandActiviti|es||
|---|---|---|
||SORP refereilce||
|Summaryofthepurposesof<br>thecharityas set outinits|Para1-17|-Theprovisionofalmshouseaccomodation<br>and associated amenitiesforpoorpersons|
|goveming document||of goodcharacterwho are notlessthan60|
|||years ofage andaremembersofchurches|
|||ofnon-conformist denominations andwho|
|||areresidentinoneof theparishesof|
|||Althorne,Latchingdon,Maylandand|
|||Southminster(allasconstitutedon29mApril|
|||1921) providedthatif ontheoccasion ofa<br>vacancyforaresidentthereisnoduly|
|||qualified applicantwhoisamemberofa<br>church of<br>the<br>non-conformist|
|||denominationssuitableforappointmentthe|
|||charitytrustees mayappointapoorperson|
|||of good character ofnot lessthan 60years|
|||ofagewhoisresidentinone ofthesaid|
|||parishes; and|
|||-lnrelationtoanypropertyorproperties|
|||acquired or builtbythe charity trusteesafter|
|||the date ofadoption ofthisconstitution,the<br>provisionofaccommodationand|
|||associated amenitiesfor anyperson over|
|||theageof18yearswho has need ofsuch|
|||accommodationasaresultofhisorher|
|||financial circumstances, illness ordisability|
|||and who at the time of appointmentbythe|
|||charitytrusteesisresidentintheAreaof|
|||Benefitorhasaclose family memberwho|
|Summaryofthemain<br>activitiesinrelationtothose<br>purposesforthepublic<br>benefit,inparticular,the<br>activities,projectsor<br>services identifiedinthe|Para1.17and<br>1.19|is residentintheArea ofBenefit<br>Provisionof<br>affordablehousing<br>(almshouses)forpublic benefit|
|accounts.<br>Statementconfirming|Para1.18|Thetrusteeshavehadregardtothe|
|whetherthetrusteeshave||guidance issuedbythe Charity Commission|
|hadregardtotheguidance<br>issuedby theCharity|||





## 

|OU<br> <br>You may choosetoinclude|<br>further statementswhererelevant|about:|
|---|---|---|
||SORPrefierence||
||Para 1.38||
|Policy on grant making|||
||Para'1.38||
|Policy onsocialinvestment|||
|including program related|||
|investment|||
||Para1.38||
|Contributionmadeby|||
|volunteers|||
|Other|||



## 

|Achievements and Per|formance||
|---|---|---|
||SORPreference||
|Summaryofthemain<br>achievementsofthecharity,|Para1.2O|None|
|identifyingthedifferencethe|||
|charity's workhas madeto|||
|thecircumstances of its|||
|beneficiaries and anywider|||
|benefitstosociety asa|||
|whole.|||





|||l{one|
|---|---|---|
|Performanceoffundraising<br>activitiesagainst objectives|Pafa'l.41||
|set|||
|||frlone|
|Investment performance|Patra 1.41||
|againstobjectives|||
|||ThisyeartheCIO hasnotcarried outany|
|Other||activities andisforthenew statusof an old|
|||charity.|



## 

|Financial Review|||
|---|---|---|
|Review ofthe charity's|Para1.21|i{one|
|financialposition at the end|||
|oftheperiod|||
|Statement explainingthe|Para1.22|None.The charitywillbuildreserves and|
|policyforholding reserves||spendthem onits charitable activitiesonce|
|stating whytheyare held||thetransferof assets from theoldcharityto|
|||theCIO is complete|
|Amount ofreservesheld|Para1.22|None|
|Reasonsforholding zero|Pata1.2?|None|
|reserves|||
|Details offundmateriallyin|Para1.24|None|
|deficit|||
|Explanation of any|Para1.23|None|
|uncertainties aboutthe|||
|charity continuing as agoing|||
|concem|||
|**cu** maVchoosetoinclude furtherstatements<br>Additional information{optional)||whererelevant about:|
|||Fundswillbe transferred fromtheold|
|||charity whenthe setup is comPlete|
|The charity'sprincipal<br>sourcesoffunds(including|?ara1.47||
|any fundraising)|||
|||None|
|lnvestmentpolicyand|||
|obiectivesincluding any|Para1.46||
|socialinvestmentpolicy|||
|adopted|||
|||None|
|Adescription oftheprincipal|Para1.46||
|risks facingthecharity|||





## 

|Structure,Gcvernance|amdMan|agement|
|---|---|---|
|Description of charity's|||
|trusts:|||
|Typeof governing docurnent|Para1.25|Censtitution|
|::. .,::<br>..,'., ,i.,<br>r<br>rr.r.:<br>.r<br>..::r.|||
|Howisthecharity|Para 1.25|cto|
|constituted?|||
|Iu:11r.t;:ir l{.:i.}ii-!i-lfirilil::ri-!|||
|l:i::..i1),..]l;,i r!.ii:!'lt,;ii,,):|||
|Trusteeselection methods|Para1.25|Appointedby existing trustees|
|includingdetailsof any|||
|constitutional provisions e.g.|||
|electiontopost or nameof|||
|any personorbody entitled|||
|toappoint one or more|||
|trustees|||



## 



|mesof the charity truste|es wlromanagetheehanity||
|---|---|---|
||Datesacted ifnotfor whole|Nameofperson(orbody)entitle|
|1|||
|2|||
|3|||
|4|||
|5|||
|6|||
|7|||
|I|||
|I|||
|10|||
|11|||
|12|||
|13|||
|14|||
|15|||
|16|||
|17|||
|18|||
|19|||
|20|||



## 



## 

|Funds heldascustodia|n tru|
|---|---|
|Descriptionoftheassets|None|
|heldinthis capacity||
|Name andobjectsofthe|Nione|
|charity onwhosebehalfthe||
|assetsareheldandhowthis||
|falls withinthecustodian||
|charity'sobjects||
|Detailsof anangementsfor|f"Jone|
|safe custody and||
|segregation of such assets||
|fromthecharity's own||
|assets||



## 

## 

|Names and|addresses of a|dvisers {Option|
|---|---|---|
|Typeof|Name|Address|
|adviser|||



## 

##