2024-03-31-accounts - Lybbe's Almshouses (2018)

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Trustees’ Annual Report for the period

From 1/4/2023 Period start date To 31/3/2024 Period end date

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 have 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 Commision 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 almshouses have continued to be maintained to a high level, ensuring modern and comfortable accommodation for our Residents. During this year particular emphasis has been made on improving the gardens and making them more enjoyable for our Residents.

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 £23,000 was reported for the year compared to £14917 for the previous year.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	There exists investment accounts for an emergency repair fund and an ethical fund and an interest bearing deposit fund to cover unexpected costs.
Amount of reserves held	Para 1.22	£115234
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	Not applicable

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

Trustee name	Office (if any)	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
Rev. Ben Phillips		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
	3/12/2024
	3/12/2024

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