Independent Examiner's Report on the Accounts Recei IS 2nd Pa ments Accounts Report to the trusteeslmembers of Unifrd Charities of Roma]dkirk Registered Charity Number 1158294 On accounts for the period ended 31.12.23 Respectfve ro8PODsibilities of As the charity's Ine¢S you are responsible for the prepardtion of the tru5tee3 #Dd eL9miner accounts: you consider ihai the audit requirement of section 144 of the Charities Act 2011 (the Act) does nol apply. It is my responsibility to state, on the basis of procedures specified in the General Directions given by the Charity Commissionets under section 145(5){b) of the Act. whether particular maners have come to my aitention. Basis of indepeDdeDt examiner's My examination was carried out in &cordanee with the General Directions report giv¢n by the Charity Commissioners. An examination includes a review of the accounting tEcords kept by the charity and a comparison of the accounts presented with those record5. It also includes consideration of any unusual items or disclosures in the accounts. and seeking explanations from you as tn]stees concerning any such matters. The procedures undertaken do noi provide all the evidence that would required in an audiL and consequently I do not express an audit opinion on the view given by the accounts. IMdependell¢ examiner's statement In connection with my examinatio rKS matter come to my attention. {1) which gives m¢ reasonable cause to believe that in any material respect the requirements to keep accounting records in accordance with section 130 of the ACL and to prepare accounts which accord with the accounting records and to comply with the ac¢ouniing requirements of the Act have not been met" or (2) to which. in my opinion. attention should be drdwn in order to enable a roper understandine of the accounts to be reache Signed Date [,.[z-¥ Name Relevant professional qualification or body (if any) Member of ihe IrLStitute of Chartered Accounts in England & Wales Address Addison & Co. 91 Galgate. Bamard Cale. Co Durham
TRUSTEES. ANNUAL REPORT FOR THE PERIOD ENDING 31" DECEMBER 2023 Charity Name: United Charities of Romaldkirk Registered Charity No. 1158294 Charitrfs Principal Address: clo George F White LLP 4-6 Market Street, Alnwick. Northumberland NE66 ITL The CharTty is govemed by the Charity Scheme dated 2 June 2014 The Untted Charrties of Romaldkirk Trustee Limited la Company limited by guarantee) holds the lènd and buildings on Trust for United Charities of Romaldkirk The United Charities of Romaldkirk Trustee Ltd also acts as a Corporate Trustee of the United CharÉties of Romaldkirk. Names of the Chari Trustees who mana e the Chari Directorfs Names Office Dr. J Philbrick MrTEJ Parkin MrRCWall Mr R Bell Mrs Froom Mrp Lamb Chair Durham County Council Names and Addresses of Advisers= Chartered sUeY0rSIMan3g1ng Agents: George F White LLP, 4-6 Market Street, Alnwick, Northumberland NE66 ITL Accountants: Addison & Co., 91 Galgate. Barnard Castle. Co. Durham. Structure Governance & Mana ement= The Charity is governed by the Charity Scherne of 2. June 2014. Ob ectives and Artivitie5'. The objectives of the Charity are= 2603
The advancement of education within Romaldkirk. in the County of Durham and the neighbouring Parishes of Cotherstone, Lartington. Lunedale. Holwick. Hunderthwaite and Baldersdale. For the general benefit of the inhabitants in such charitable ways as the Trustees think fit including benefits for the Beneficiaries. Provision of Almshouse accommodation for Beneficiaries. The Trustees follows the guidance contained in the Charity Commission's General Guidance on public benefit when following the CharlS aim5 and objectives and in setting grant making policy for the year. Achievements and Performance: During the year the Charity has continued to provide accommodation for Beneficiaries of the Charity. The Charity remodelled and refurbished the Almshouses at l and 2 Hutchinson Terrace. A large scale refurbishment of the Aimshou5es was carried out- the Works included a new roof, new drainage, new sewage plant, new bathrooms and kitchens and intemal insulation to walls and roof, electrical rewiring, and installation of electric heating. The cottages existed as three, one-bedroom properties were re-modelled to provide two, two-bedroom properties. In the future, this should open the market for future letting of the properties to couples and families. The Certificate of Prartical Completion under the Jct Minor Works Contract wa5 signed on 24 January 2024. The retention period before issue of the Final Certificate is nine months. A grant was awarded from Homes England in the sum of £97,Cl)O and this was paid to the Charity on issue of the Certificate of Practical Completion. Without the remodelling and refurbishment scheme going ahead then the Almshouses would have been uninhabitable. By undertaking the refurbishment scheme the Charivs Almshouses have been set up for the future. Polic for selection of inve5tments- To select investments which have a managed risk to provide income for the Charity as well as capital growth. Income-. During the period l January 2023 to 31" December 2023 the Charity received incorne totallin8 £32.961.00. Total income for the United Charities and in conjunction with the Bowes & Romaldkirk Charities, Estate scheme was £44,014.CKI Reserves: Financial reseNes are held in Investment Funds and bank Accounts for maintenance and repairs of the Charivs properties. Reserves are kept in the farm estate's accounts to maintain and repair the farms. The Charityowns.. 1- 2 Hutchinson Terrace, Romaldkirk, Co. Durham. fA)2603
Half share in a field at Romaldkirk. The Charity owns a 2/5 share in farms and land namely=_ Bladesfield Farm, Boldron Mid Lowfield Farm. Bowes Land at Stonebridge, Bowes Land at East Lowfield Farm, Bowes Low Thornberry Farm, Bowes Land at Ellerbeck, Bowes 2/5 share in field at Romaldkirk 20 Sheep stints on Bowes Moor Declaration The Trustees declare they have approved the Trustees. Report above. Signed on behalf of the Charity Trustee Signature Chair Date ÉQ2603
UNttEOCHNJiIIIESOF ROMALD¥IRK cHpJirrY¢oMMISSIOM NO. 1158294 PERIODCOVERED olh1l2J-3l?Q23 H4f0fAonddkitkFd 225. 19.358 so 3.768.32 24CN).OQ 364.694 76 651.60 22.?D4.54 267. 421.380 q6 suryS1(dÈr1CrtI llnyeir SuWu5lldeTrclll ortyear 8ALAtr4CÉ SHEET a5al 31st DecembÈt2D13 SUMhlARYBAL4NCE SHEEraslIStDÉeÈTh¢r2o2S UrlledCharttl#s¢f RIdk 2B.4E&11 18.451.59 10.223 31 1106 34 6D.{.> 250.OM. SO.00 1603 2023Swlofl3565.50share5 3801 29.121.6D 242,201 ao aalamtÈofAtttsun15151t IIIIZ123 Vled Cha${ROMldktrk 2,149 27.001.11 240585 14 ThÈR&maldpJ[k5hoschVIltyIeI 242,202 ao INVESTMENT ASSEIS VèluE ZQZ3 Gnniossl 2022 CO-888950MIT 9.63407 IA.l 195.87S.73 Vae2023 40285.3S 2030 4D% &Dr* Cost 385.936.80 154.a74.72 11,255 80 4.5Q2 32 374.68100 149A71 40 40%
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