TRUSTEES, ANNUAL REPORT FOR THE PERIOD ENDING 31" DECEMBER 2024 Charity Name: U nited Charities of Romaldkirlc Registered Charity No, 1158294 Charit¢s Principal Address: clo George F White LLP 4-6 Market Street, Alnwlck, Northumberland NE66 ITL The Charity is governed by the Charity Scheme dated 2nd June 2014 The United Charities of Romaldkirk Trustee Limited la Company limited by guarantee) holds the land and buildings on Trust for United Cha rities of Rom81dkirk The United Charities of Romaldkirk Trustee Ltd also acts as a Corporate Trustee of the United Charlties of Romaldkirk. Names of the Chari Trustees who mana e the Chari Directorfs Names Office Dr. J Ph ilbrick MrT EJ Parkin MrRCWall Mr R Bell Mrs Froom Mr P Lamb Chair Durham County Council Names and Addresses of Adviser5: Chartered Surveyorslmanaging 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 Scheme of 2nd June 2014. Ob-ectives and Activities.. The objecttves of the Charity are,. 602603
The advancement of education within Romaldkirk, in the County cf Durham and the neighbouring Parishes of Cotherstone, Lartington, Lunedale, Holwick, Hunderthwaite and Baldersdale. For the general benefit of the inhabitants in such charitable ways a5 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 Charity's aims and objectives and in setting grant making policy for the year. Achievements and Performance: During the year the Charity has provided accommodation for Beneficiaries of the Charity at Nos. l & 2 Hutchinson Terrace, Romaldkirk. Polic for selection of investments.. To select investments which have a managed risk to provide income for the Charity as well as capital growth. Income: During the period I" January 2024 to 31" December 2024 the Charity received income totalling £138.887.76. This included the sum of £97.000 grant from Homes England for the refurbishment of the Almshouses at Hutchinson Terrace. The Charity received the Sum of £16,800 from the Bowes & Romaldkirk Charitie5' Estate and £13,563 being Weekly Maintenance Charges from the Almshouses. Reserves.. Financial reserves are held in Investment Funds and bank Accounts for rnaintenance and repairs of the Charity's properties. Reserves are kept in the farm estate's accounts to maintain and repair the farms, The Charity owns,. 1- 2 Hutchinson Terrace, Romaldkirk, Co. Durham. Half share in a field at Roma Idkirk, The Charity owns a 215th 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 215 share in field at Romaldkirk 20 Sheep stints on Bowes Moor 602603
Declaration The Trustees declare they have approved the Trustees, Report above. Signed on behalf of the Charity Trustee Signature Dr. J Ph ilbrick Chair 0310412026 Date 602603
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Independent Examiner's Report on the Accounts Recei tsandPa ments Accoullts Report to the tru5tseslmembers of United C1tieS of Romal(Ikirlc Registered Charity Number 1158294 On accounts for the period ended 31.12.24 Respective responsibilities of As the charity's trustees you are r¢spoiisible for the preparatioii of the trustee8 and exa]niller accouiits. you consider tliat the aiidit requiremeiit of section 144 of the cIltieS Act 2011 (the Act) does iiot apply. It is my responsibility to state, on the basis of procedures specified in the G¢neral Directions given by the Cbarity Commissioners under section 145(5)(b) of the Act, whether particular inatters have coine to my attthition. Basis of independent examiner s My examin&tion was carried out iii accordance with the General Directions report given by the Charity Commissioners. An examination includes a review of tlie acwunttng e0rdS kept by the charity and a comparison of the accounts presented with those records. It also iiicludes considcratioll of any unusiial itejns or disc105ures in tlie accounts, ld seeking explanations froiii you as trustees concenii]Jg any such matters. The procedures undertakell do llot provid¢ all the evideiice that would be required in an audit, &id consequently I do not express audit opinioii oil the view given by the aountS. Independent examiner's statemellt tn coiincction with my examination, no matter has come to my attention. (l) which gives me reasonable cause to believe that in any inaterial respect the requirements to Iceep accounting records in accordance witli section 130 of tlie Act, and to prepare accounts which accord with the COuntIng records and to comply with the acoounting requirements of the Act have not b¢¢n met. or (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed Date Name S)¢f/ J2 fo Flhj Relevant professlonAl qualification Member of the InstLtute of Chartered Accounts in Eiigland & Wales or body (if any) Address Addisoii & Co, 91 Galgate, Barnard Castl¢, Co Durham