Pembridge Almshouses Charity
Charity Number 1177996
Trustees’ Annual Report for year ending 5th April 2025
Registered O�ice: Little Orchard Shobdon Leominster Herefordshire HR6 9NQ Trustees G C Hardy (Chair) Rev. A L Branston G J Evans J F Heaven S A Jaques B G Norman D T Owens R C Price R Smith
Trustees no longer current but serving in the year reported None
External Examiner Housego Accountancy and Taxation O�ice 10 Broadaxe Business Park Presteigne Powys LD8 2UH
Structure, Governance and Management
The charity was registered as a charitable incorporated organisation on 17.4.2018.
The charity is managed by a Board of Trustees. During the year they met every four to six weeks to determine strategy and policy. The Clerk to the charity is responsible for the administration and the day-to-day operations at the Almshouses. The appointment of Trustees takes account of the range of relevant skills and experience they have and their connection to the parish of Pembridge by either residency or work. New Trustees and Clerks are inducted by the Board and are encouraged to attend training courses run by the Almshouse Association and others.
Objectives
amongst those within the parish of Pembridge and neighbouring parishes by o�ering Almshouse accommodation. Also, to provide such charitable purposes for the benefit of residents and former residents as the Trustees may decide.
There are two seventeenth century Almshouses within the village for which the charity is responsible. One of them, Duppa Almshouses, is uninhabited as it needs major investment to undertake essential structural repairs. It also needs conversion and modernisation of the accommodation to make it both suitable and comfortable. The other building, Tra�ord Almshouses, has six cottages with a mix of two- and one-bedroom accommodation.
a�ord commercial rents and thereby protecting their health and wellbeing. The Trustees confirm that they have had due regard for the Charity Commission guidance in respect of public benefit when reviewing the charity's aims and objectives and planning future activities.
Activities
Routine maintenance continued throughout the period. The rear roof Tra�ord almshouses was completed in the winter. The existing clerk to the Charity had to retire in February 2024 due to poor health a new clerk Mrs N C Skelton took up post in the middle of this reporting period. J F Heaven was recruited onto the board as a trustee.
Financial Review
The trustees take the view that reserves are essential to maintain the ongoing viability of the charity. As the Weekly Maintenance Contribution is the only revenue stream, su�icient funds have been set aside to enable the charity to continue to operate for at least 4 months in the event of a severe reduction to or cessation of this income. The trustees have also set aside funds for cyclical maintenance.
The charity has one designated fund which is the Extraordinary Repair Fund.
previous year of £119,320. This was due to a Council Tax refund of £52,950 during this year and to Refurbishment Planning Costs of £113,545 the previous year.
This report was approved by the board and signed on its behalf
Signed:
Full Name: Geo�rey Hardy Position: Chair of Trustees 07/12/2025 Date:
MBRIDGE ALMSHOUSES CHARITY period 6th April 2024 to 5th April 2
| RECEIPTS & PAYMENTS ACCOUNTS RECEIPTS Weekly Maintenance Charges Bank Interest Investment Accs Charity Land Grazing Agreements E.On Next Ltd - electricity bill refund Welsh Water - refund HCC Council Tax - refund PAYMENTS Council Tax Annual Property Insurance Refurbishment Planning Costs Almshouses Maintenance Clerks Fees & Expenses Electricity Subscriptions Bank Charges Sustenance Accountancy Training Net of Receipts/payments TRANSFERS Net Transfer of funds |
05/04/2025 Totals (£) 22168.20 607.10 435.00 1078.05 86.90 52949.82 77325.07 12056.67 3210.67 21066.31 2977.30 3640.86 39.75 353.00 74.00 - 2238.00 220.00 45876.56 31448.51 0.00 |
05/04/2024 Totals (£) 19411.02 447.25 435.00 - - - |
|---|---|---|
| 20293.27 18059.31 3065.44 113545.31 929.00 3431.93 106.00 343.00 84.80 48.00 - - |
||
| 139612.79 -119319.52 0.00 |
PEMBRIDGE ALMSHOUSES CHARITY CIO - Charity number 1177996 STATEMENT OF ASSETS AND LIABILITIES AS AT 5th APRIL 2025
| MONETARY ASSETS HSBC Bk Acc #6949 NS&I Investment Virgin Money Acc INVESTMENT ASSETS M&G Acc Shares (ERF) (31/03/2025) M&G Income Shares (12/09/2025) FIXED ASSETS Land Title Number HE43555 - 1 to 6 (incl) Trafford Cottages HE43556 - 1 to 4 (incl) Duppa Cottages HE43558 - North of Monies Corner |
2025 UNRESTRICTED GENERAL FUND 307,477.79 £ 13,726.99 £ 42,978.27 £ 364,183.05 £ 239,064.03 £ (31/03/2024) 113,666.62 £ (22/06/2022) 352,730.65 £ 290,000.00 £ 200,000.00 £ 28,000.00 £ 518,000.00 £ |
2024 UNRESTRICTED GENERAL FUND 276,636.38 £ 13,590.71 £ 42,507.45 £ |
|---|---|---|
| 332,734.54 £ 223,546.77 £ 88,436.41 £ |
||
| 311,983.18 £ |
||
| 290,000.00 £ 200,000.00 £ |
||
| 28,000.00 £ |
||
| 518,000.00 £ |
NOTES
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Receipts & Payments Accounts for Pembridge Almhouses Charity have been prepared under section 133 of the Charities Act 2011 ('the Charities Act'), in accordance with the Charities SORP.
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The valuation of the Investment Assets is to the closest available date due to timing of the statements.
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Fixed Assets are recognised but have been assigned nominal values which may or may not reflect cost.
Signed on behalf of all the trustees by:
Geoffrey Hardy (Chairman)
Sara Craig (Trustee)
Date: 07/12/2025
Date: 22/10/2025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of PEMBRIDGE ALMSHOUSES CHARITY CIO On accounts for the year ended 5 APRIL 2025 Charity no (If any) 1177996 Set out on pages ONE & TVVO Iremembei io Iiiclude the page numbers of addilional she¥lsl I report to the trustees on my examination of the accounts of the above charity {'the Trust.) for the year ended Responsibilities and As the charity truslees of the Trust, you are responsible for the preparalion basis of report of the accounts in accordance with the requirements of the Chariti8s Acl 2011 ('the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 A¢1 and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5Mb) of the Act. I have completed my examination. I confirm that no material matters have come to my attention { "l in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance wilh section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination lo which altenlion should be drawn in order lo enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: 1211212025 Name: CHRISTOPHER T N DAVIS MEng ACA Relevant professional quallfi¢ation(s) or body (if any): ACA {ICAEW MEMBERSHIP No. 2956147) Address: HOUSEGO ACCOUNTANCY & TAXATION LTD OFFICE 10. BROADAXE BUSINESS PARK, PRESTEIGNE, POWYS, L08 2UH. IER October 2018
Section B Disclosure Only complete if the examiner needs lo highlighl matters of concem (see CC32. Independent examination of charity accounts= directions and guidance for examiners). Give here brief details of any items that the examiner wishes to dlsclose. NO MATTERS TO DISCLOSE. IER October 2018