##
##
##
##
||||SORP reference|||||||
|---|---|---|---|---|---|---|---|---|---|
|Summary|ofthe purposes|of|Pere 1.17|To provide almshouse|||accommodation||to|
|the charity|as set out in its|||poor persons||ofgood|character who are not|||
|governing|document|||less than fifty||years ofage (except||in|the|
|||||case of|a married couple where only one of|||||
|||||them needs to be ofthat a e.||||||
|Summary
ofthe main
activities
in relation to those|||Pere 1.17and
1.19|Accommodation
provision.||||||
|purposes|forthe public|||||||||
|benefit,
in|particular,
the|||||||||
|activities,|projects or services|||||||||
|identified|in the accounts.|||||||||
|Statement|confirming||Para 1.18|The trustees||have full|regard to the|guidance||
|whether the trustees have||||issued|by the Charity||Commission|on|public|
|had regard tothe guidance||||benefit.||||||
|issued by|the Charity|||||||||
|Commission
on public||||||||||
|benefit||||||||||
|Addisonsl
information||(optional)||||||||
|You ma|choose to include further statements|||where relevant about:||||||
||||SORP reference|||||||
||||Pare 1.38|||||||
|Policy on|grant making|||||||||
||||Pare 1.38|||||||
|Policy on|social investment|||||||||
|induding|program
related|||||||||
|investment||||||||||
|Contribution
made by||||||||||
|volunteers||||||||||
|Other||||||||||
##
|Achiev|ements
and Per|formance|||
|---|---|---|---|---|
|||SORP reference|||
||||The charity provides|six self contained|
||||dwellings
forlocal people and these have||
||||been fully occupied|throughout
2019-20.|
|Summary
ofthe main
achievements
ofthe charity,||Para 120|The building,
built in|the 1880's, is constantly|
|identifying|the difference the||maintained
and the|second ofthree|
|charity's|work has made to||re-roofing phases has now been started.||
|the circumstances
of its|||Every effort is made|to maintain the building|
|beneficiaries
and any wider|||to the high standard|and quality ofthe|
|benefits to society as a|||original
build.||
|whole.|||||
|Additional
Information|(optional)|(optional)||
|---|---|---|---|
|You ma
choose to indude||further statements|where relevant about:|
|Achievements
against||Para 181||
|objectives set||||
|Performance
offundraising
activities against objectives||Para 1.41||
|set||||
|Investment
performance||Para 1.41||
|against objectives||||
|Other||||
##
|Financial Review|||||||
|---|---|---|---|---|---|---|
|Review ofthe charity's||Pars 121|The charity achieved a surplus|||ofE9,904for|
|financial
position at the end|||the year (2020:214,077)and|||this has been|
|ofthe period|||added to the retained||reserves|brought|
||||forward,||||
|Statement
explaining
the||Pars 122|Reserves are held for||ongoing|maintenance|
|policy for holding
reserves|||and unforeseen|costs|relating|to the|
|statin
wh
the
are held|||ro erties||||
|Amount
of reserves
held||Pla 122|286 372 exctudin|the|ro||
|Reasons for holding zero||Para 122|N/A||||
|reserves|||||||
|Details offund materially|in|Para 124|N/A||||
|deficit|||||||
|Explanation
ofany||Para 123|N/A||||
|uncertainties
about the|||||||
|charity continuing
as a going|||||||
|concern|||||||
##
|The charity's
principal
sources offunds (including|Para 1.47|
|---|---|
|any fundraising)||
|Investment
policy and||
|objectives induding
any|Para C4S|
|social investment
policy||
|adopted||
|A description
ofthe principal||
|risks fadng the charity||
|Other||
##
|Description
ofcharity's||||||
|---|---|---|---|---|---|
|trusts:||||||
|Type of governing
document||Pars 1.Z5|Trust Deed|||
|How is the charity||Pere 126|Unincorporated
charity|||
|constituted?||||||
|Trustee selection methods||Pere 1.25|The charity|has six trustees.|Four are|
|induding
details of any|||available for selection from the local|||
|constitutional
provisions|e.g.||population.|One is appolrrted|by the Dallam|
|election to post or name|of||Tower Estate &one normally||by the Vicar of|
|any person or body entitled|||Milnthorpe.|||
|to appoint one or more||||||
|trustees||||||
|Additional
information|(optional)|||||
|You ma
choose to indude||further statements|where relevant about:|||
|Policies|and|procedures|||
|---|---|---|---|---|
|adopted|for the induction||and||
|training|oftrustees||||
|The charity's
structure
and||organisational
any wider||Pere 1.51|
|network|with|which the|||
|charity works|||||
|Relationship||with any related||Psrs1.51|
|parties|||||
|Other|||||
##
||'||||||
|---|---|---|---|---|---|---|
|Cha||name|||Tattersall's|Almshouses|
|||||'|||
|Other name the|||cha|uses|Milntho|Tattersall Almshoses|
||||'||||
|R|istered cha||number||1163429||
|Charity's||principal address|||Davis & Bowring||
||||||Lane House||
||||||Kendal Road||
||||||Kirkby Lonsdale||
||||||Camforth||
||||||LA6 2HH||
|||||~::
I|||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||4.||||||||
|~|a|~|~||||||||||
|||||||~|=||o||~|~|
|||||||||~||~|||
|Funds held as custodian trustees on behalf ofothers|Funds held as custodian trustees on behalf ofothers|
|---|---|
|Description ofthe assets|Not applicable|
|held
in this capacity||
|Name and objects ofthe||
|charity on whose behalf|the|
|assets are held and how|this|
|falls within the custodian||
|charity's objects||
|Details ofarrangements|for|
|safe custody and||
|segregation
ofsuch assets||
|from the charity's
own assets||
##
|Names an|d addresses ofadvi|sers
(Optional information)|||
|---|---|---|---|---|
|Type of|Name|Address|||
|adviser|||||
|Name of|chief executive or names ofsenior staff members||(Optional|information)|
##
##
##
|o|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|CHARITY COMMISSION
FOR ENGLAND
AND WALE5|TgYTEI?cfA
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accounts|L(2 CI|L(2 CI|CC1Ba|CC1Ba|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||Fortha period
from|||(0 FLAUL r/OL||To||||||||
||'|||-|||||||||||||||||||
|~||||||~||.|~|~|||||||||||||
|||||||||||Unrestricted
funds|||Restricted
funds||funds||Total||funds||Last year||
|||||||||||to|the naareat
2||to ttm|naaraat 8|tothe naaraatr.||to the newest.||||tothe nearaat|2|
|A1 Recel|||||||||||||||||||||||
|Maintenance|conhihuiion|||||||||||24737|||||||24737||||
|DMdand Income||||||||||||1,847|||||||||1.489||
|Sub|total|(Grossincome||||||fpr
AR)|||||||||||28,384||25,118||
|A2 Asset|and|lnvestmsnt|||||sales,||||||||||||||||
|(see table).|||||||||||||||||||||||
||||||Sub total||||||||||||||||||
|||||Total||receipts||||||28,384||-|||-||28,384||?s,its||
|A3 Payments|||||||||||||||||||||||
|||||||||||||123||||||||||142|
|Insurance||||||||||||1 141|||||||1|141|1|101|
|Management|Faces|||||||||||4,420|||||||||4|337|
|Suhacnpilo re||||||||||||182||||||||||187|
|Pro/asdonrd|Faaa|||||||||||1,350||||||||||078|
|Repairs|||||||||||||||||||||1,817||
|Water Rates|||||||||||||||||||||||
|Sunddoa||||||||||||81||||||||81|||
||||||Sub|||total||||18,480|||||||18,480||11,041||
|A4Asset|arid|investment|||||||||||||||||||||
|purchases,
(see table)|||||||||||||||||||||||
|Adcttonal
Investment|||In COIF|||ChoNiaa|||||||||||||||||
|Invartmani|Fund||||||||||||||||||||||
||||||Sub|||total|||||||||||||||
||||Total||payments|||||||16,4sa||-|||-||18,480||16,a41||
|Net ofrecefptsf(payments)||||||||||||9)904|||||||||s,a||
|A5 Transfem||between|||funds||||||||||||||||||
|A6 Cash|funds last year||||||end|||||12,695|||||||12,695||3,618||
|Cash funds||||this||year||end||||?2,5|||||||22,598||12,69||
||||||||||||||~ ~|||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||Unrestricted||Restricted|||Endowment|||
||I.circ&o.ic,||||DRl&ils|||||funds|||funds||funds|||
|||||||||||to nearest|E|to|nearest|E|tonearest||E|
|81Cash|funds||||Ssrcisys|Community||Account||3,4I3||||||||
||||||Manslyng|Agent|Ctsnl Account|||19,106||||||||
||||||Total cash l'unde
(sgn»~nth »cup» snd pays»nu|||||22,500||||||||
||||||||||acre»as)l|||||||||
|||||||||||Unrestricted||Restricted|||Endowment|||
|||||||||||funds|||funds||funds|||
||||||Details|||||Ionsanmt|y.|to|near»it E||to nwuast||E|
|82 Other|monetary||assets|||||||||||||||
||||||Details|||||Fund to which
a»rat balon
s||Cost toptlonal)|||Currant|vsiua||
|83 Investment||assets|||COIF Charitk»||Invssimsni||Fund units|||||||||
||||||M d G Invssbrisnu||||||||||||7,304|
||||||Properly|—Tsttwssys||Almshouses||||||||||
||||||Details|||||Fund to whkth
asset halo
s||Cort[opgonsg||||||
|84Assets retained|||for|the||||||||||||||
|charity's|own|use||||||||||||||||
|||||||||||Fund to whish||Amount||dUa|Whorl|dna||
||||||Details|||||aabl
relates|||ns||o|rul||
|85Ltabtltttes||||||||||||||||||
|Signed by one or two trustees
behalf of afl the trustees||||on|||Signature||||Print|Name|||Date of
a
royal|||
||||||||||||||||2.5 0||32-|
||||||||||||||||Zq i|1~2.||
|CCXXR2accounts|||tSS)||||||||||||12/10I2021|||
##