2/6/24, 5:02 PM Print annual return | Charity Commission BETA Having problems on this page? Your feedback will help us to improve it.  **You will be logged out after 30 minutes of inactivity.** Messages (/group/guest/notifications) Account (/group/guest/my-details) Sign out (/c/portal/logout) ## Home ## **Charity Commission Annual Return 2023** Print Cancel TATTERSALL'S ALMSHOUSES Charity registration number: 1163429 Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. ## This document is a record of the information provided in the Annual Return 2023. ## **PART A - Charity information** ## **Financial period** ## **Financial period start date** 06/04/2022 ## **Financial period end date** 05/04/2023 ## **Income and spending** ## Income £ £ 29,618 ## Spending £ £ 16,503 ## **Number of contracts from government** How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return? 0 ## **Number of grants from government** ## How many grants did your charity receive from central government or a local authority during the financial period for this return? 0 ## **Income breakdown** ## **Donations and legacies (excluding Endowments Received)** £ 60 ## **Charitable activities** £ 27,833 ## **Other trading activities** £ 0 https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 1/6 2/6/24, 5:02 PM Print annual return | Charity Commission **Investments** £ 1,725 ## **Other** £ 0 ## **Grantmaking** ## Is grant making the main way your charity carries out its purposes? No ## **Recipients of grants** ## **Please round all figures to the nearest pound (do not enter decimal points or commas). Individuals** £ 0 ## **Other charities** £ 0 ## **Other organisations that are not charities** £ 0 ## **Trustee payments** Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return? ⊠ e. None of the trustees have been paid Did any of the trustees resign and take up employment with your charity in the financial period of this return? No ## **Income from outside the UK** ## Did your charity receive income from outside of the United Kingdom in the financial period of this return? No ## **Delivering activities outside the United Kingdom** ## Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return? No ## **Spending outside England & Wales** Did your charity spend funds outside of the United Kingdom in the financial period of this return? No **Total Spending outside England & Wales** £ ## **Trading subsidiaries** ## Does the charity have any trading subsidiaries? https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 2/6 2/6/24, 5:02 PM Print annual return | Charity Commission No ## **Charity contact details correct** ## Is the contact address displayed from the Register of Charities, correct? Yes ## **Charity headquarters details correct** Is this the same address that you use as your charity's administrative headquarters? Yes ## **Charity contact address** **Address Line 1** Davis & Bowring **Address Line 2** Lane House **Address Line 3** Kendal Road **Address Line 4** Kirkby Lonsdale **Address Line 5** Carnforth **Postcode** LA6 2HH **Country** ## **Charity Headquarters address** **Address Line 1** Davis & Bowring **Address Line 2** Lane House **Address Line 3** Kendal Road **Address Line 4** Kirkby Lonsdale **Address Line 5** Carnforth **Postcode** LA6 2HH ## **Country** ## **Membership type** https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 3/6 2/6/24, 5:02 PM Print annual return | Charity Commission Is the charity part of a wider group structure with a parent body and subsidiary bodies? no, the charity is not part of a wider group structure ## **Employment contract types** ## **People were permanently employed by your charity** 0 ## **People were on fixed-terms contracts with your charity** 0 **Self-employed people were working for your charity** 0 ## **Governance policies** **Internal charity financial controls policy and procedures** Not applicable **Safeguarding policy and procedures** Not applicable **Financial reserves policy and procedures** Not applicable **Complaints policy and procedures** Not applicable **Serious incident reporting policy and procedures** Not applicable **Internal risk management policy and procedures** Not applicable **Trustee expenses policy and procedures** Not applicable **Trustee conflicts of interest policy and procedures** Not applicable **Investing charity funds policy and procedures** Not applicable **Campaigns and political activity policy and procedures** Not applicable **Bullying and harassment policy and procedures** Not applicable **Social media policy and procedures** Not applicable **Engaging external speakers at charity events policy and procedures** Not applicable ## **Safeguarding** ## Has your charity provided services to children and/or adults at risk in the financial period of the return? No https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 4/6 2/6/24, 5:02 PM Print annual return | Charity Commission **Serious Incidents** ## Has your charity reported all Serious Incidents (including any historical incidents) that the charity became aware of during the financial period of this return? There were no incidents to report ## **External risk and impact** Donations Unknown/No Change/Not Applicable Other income - grants Unknown/No Change/Not Applicable Other income - contracts Unknown/No Change/Not Applicable Other income - investment Unknown/No Change/Not Applicable Expenditure on charitable activities Unknown/No Change/Not Applicable Expenditure on overheads Unknown/No Change/Not Applicable Number of volunteers Unknown/No Change/Not Applicable Number of employees Unknown/No Change/Not Applicable Number of trustees Unknown/No Change/Not Applicable Fundraising activities Unknown/No Change/Not Applicable Capacity to deliver services Unknown/No Change/Not Applicable Total service demand Unknown/No Change/Not Applicable ## **Volunteers** Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return? 0 ## **Privacy statement** ## Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless: ## · you have consented to their release; or ## · we are legally obliged to disclose them; or https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 5/6 2/6/24, 5:02 PM Print annual return | Charity Commission · we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest. ## We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if: - we can lawfully do so; and · we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest Information we collect about you We will use this information: To enable us to carry out our statutory functions and duties; This will include the following actions: - (a) update, consolidate, and improve the accuracy of our records; (b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement; - (c) data analysis, testing, research, statistical and survey purposes Information we receive from other sources. Information we receive from other sources We may combine this information with information you give to us and information we collect about you. We may use this information and the combined information for the purposes set out above (depending on the types of information we receive). We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act. The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals. As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form. Please check back frequently to see any updates or changes to our privacy policy. ## **Declaration** This annual return has not been submitted and no Declaration has been made https://my-charity-account.charitycommission.gov.uk/group/annual-return-2023/print 6/6 CHARITY COMMISSION FOR ENGLAND AND WALES 1163429 Receipts and payments accounts. . Fortho.pèrlod from Section A Receipts and payments Unrèstrlcled fulld8 .. to thè neAf*St :: Restrictèd funds Endowmen¢ funds . tothe n*#rei¢% Tot41 .. toth¢ nwegt£ 27.833 1,713 12 Sub tot81(Gn)ss incom8 for AR) 29,518 AZAssgt and tn¥estmentsal￿, 1$0olablo}. Sub totsl 29,618 29.2$5 .A3 Paymer 23 1,132 1rt5tsfBnce 1 J12 1B2 pi￿9￿n21 Fees ReFaifs Y%a'.er RatEs 1.$90 Sub totsl A4 A85et and inveBtsnvnt :" purchases. {8ee tsble Sub totsl . Total payments . Not olreceiptsl(payinentsJ A"5 Trnnsfer8 lJotw•en funds ." .. A6"Gash fund¥ la*1 yoar en.d Cèsh funds"thiJ yoar•nd Section B Ststement of assets and liabilities at the end of the period "Ilnmtdcted :. _ funds. to TWiASt £ R￿triCted. fund tOnè&TO•t£ --: Endowmgtrt"". Calegories. Dolails Bl Cash funds 8aid8ys Comm￿rty￿￿￿ Man•ying Ao¥ntCITenlk￿[li Total cash lunds Unrnstrlcted . lunds. Endowmoht:" . funds to nwMt£ :. fund¥ Détalls Fund to whlch Cost loptlDntll Curyaii¢'vdluo Oetails COIF Chyiibes Inveslmentfund . 83 Invthnettt assets ' , . . 63,914 M k G Irweslfflerts Property. T￿tte￿Il,￿A￿StA￿X% . 1.200,000. Fithd iowhl¢b FSFI ￿10ft CIErrent￿l￿9 - DetailrÈ Cost{opUoDall B4 A886t8 retained lor tho . charity's own y88":" Furthtowhlch Amount du•" Detsils. .. B5 Liabilitièè . SvJri6d byone or ￿ L￿J6￿0S on . b>4aYofa.'I th8 trustees Slgnalu".e . Print Name. Date of al . CCXX R2 acGob'nts ISSI .: CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Chariiy Nan Tattersall's Almshouses On accounts for the year ended 5. April 2023 Charity no (if any) 1163429 Set out on pages I report to the trustees on my examination of the accounts of the above charity (°the Trust°} for the year ended 0510412023. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordan￿ with the requirements of the Charities Act 2011 I'the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying oul my examination, I have followed all the applicable Directions given by the Charity Commission under seclion 145{5}{b) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attenlion in connection with the examination (other than that disclosed below ") which gives me cause lo believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charrties Act- or the accounts did not accord with the accounting records- or the accounls did not comply with the applicable requirements concerning the form and Content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'lrue and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts lo be reached. Please delete the words in the brackels if they do not apply. Slgned: Date: Zoi Name: Deborah Louise Thorn Champion Accountants LLP Relevant Professional qualification(s) or body (if any): ICAEW Address: Unit 2 Olympic Court, Boardmans Way, Whitehills Business Park, Blackpool, Lancashire FY4 5GU IER Oct 2018 Section B Disclosure Only complete if the examiner needs to highlight material mallers ol concern (see CC32, Independent examination of charity account8.. directions and guidance for examiners). Give here brief detsils of any items that the examinerwishes to disclose. IER Oct 2018