Trustees’ Annual Report for the period
From1/4/2020 To 31/3/2021
Charity name: Lybbe’s Almshouses (2018)
Charity registration number:1178234
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The provision of almshouse accommodation for the benefit of persons who are aged 60 years or over, who are in need or financial hardship and who are resident in or have connection to the Parish of Goring on Thames, in particular the ancient Parishes of Goring on Thames, Checkendon and Whitchurch. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Provision and maintenance of two almshouses for the benefit as described above. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | It is confirmed that the Trustees had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The next stage of the properties refurbishment has been consulted upon and will commence when current COVID considerations are minimalised. This ongoing program will ensure the properties are maintained at a high standard for future generations. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | A surplus of £17989 was reported compared to a deficit of £38783 for the previous year. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | There exists an emergency repair fund, a capital loan fund and a deposit account to cover unexpected costs |
| Amount of reserves held | Para 1.22 | £54306 |
| Reasons for holding zero reserves |
Para 1.22 | None |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointment by the Trustees |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Lybbe’s Almshouses(2018) |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1178234 |
| Charity’s principal address | Woodland House, Reading Road, Goring on Thames,RG8 0LH |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Chris Tassell | Clerk | The Trustees | ||
| Robert Gregory | The Trustees | |||
| Richard Norman | The Trustees | |||
| Alan Strong | Chairman | The Trustees | ||
| Rob Howard | The Trustees | |||
| David Beddall | The Trustees | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Additional information (optional) Names and addresses of advisers (Optional information) |
Additional information (optional) Names and addresses of advisers (Optional information) |
Additional information (optional) Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Christopher E. Tassell | ||
Clerk |
||
| 29/10/2021 | ||
| 29/10/2021 |
Lybbe's Almhouses (20181 Incow and nlre AEcounl foTthE YeareNdi 31 Alarch 2021 9.gf193 9.Th27 8.7rs. S.678.16 211. +WTyts 142.34 70.339.41 TOTAL WKOME 3?52 8.418.15 74268 1alZLXI 1.4n48 14003 I2).1. TOTAL EXPENtIWRE 1789 16 125.1B7.11 ). (ICQWI I7..> rA7B7ffj SURPLUS &wlFanv4rd 13.6S•OJ} 3&{76 14.XLS.4J Balance Slet 31 Mah 2021 178407 1.W7.02 zszb CURRENT ASSETS .07 23.49271 .07 n.4tr2.71 TOTALASSErs 85.7C& 7&116.ClJ 171.4yJrK)) 14X6.•J RESERVES Fw•J Fw 27 tM17.172 9.8X*.OJ) X)..52 RTr.16) {1.Ca).ml sJJ¢xJ 447.1 1761.07