## **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
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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| ||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|| Lybbe's Almhousts120181 ctjmè athd Ex 31st 2024 2Q22MJ2J 9.518.f•J 9.51S.92 1.337.88 9518 6 8935.¥2 32975 Co* No. 2 k itrtertst eBF Tythe 20.370.3 1878427 594 00 82940 1269.91 153.00 287. R•furWmonts 32DOO 3166 38 18.469ffj6 1S.617.89 6.530.$6 (700 61 NET SURPLUS IDÉAcfTIFC¥I TMEYE•A 2).(￿?.41 14917.26 8URPLUS IDEHUT) kn¥MFt)V*4nl 31116 56 46033.04 31st Emeiyen¢y R•pw Fund Fund L￿PU 2P.9140S 24,293.18 26010.73 281e6.78 5820804 81.17749 RRENT Tr8BswwdAcWJr 17.02621 24456.3S 49186 36 115234.25 1¢M.8)3.14 14•.2COC 8103426 46033.84 8•.05425 NOIE8 £1.toJ,¢ Fw f￿a 24.456.35 2SXO).ts) 20,370.3 .￿0 52) Isoo( 18,40) {15.QW.W I5.￿?.L￿} 26.1e676 26.01￿n o.rx) -51￿).C4) .70 29874.86 28293.18 17 0&21 40 Cth.00 O.M 46200.00 Z4 ODnShNrd Lybbe's Almhousts120181 ctjmè athd Ex 31st 2024 2Q22MJ2J 9.518.f•J 9.51S.92 1.337.88 9518 6 8935.¥2 32975 Co* No. 2 k itrtertst eBF Tythe 20.370.3 1878427 594 00 82940 1269.91 153.00 287. R•furWmonts 32DOO 3166 38 18.469ffj6 1S.617.89 6.530.$6 (700 61 NET SURPLUS IDÉAcfTIFC¥I TMEYE•A 2).(￿?.41 14917.26 8URPLUS IDEHUT) kn¥MFt)V*4nl 31116 56 46033.04 31st Emeiyen¢y R•pw Fund Fund L￿PU 2P.9140S 24,293.18 26010.73 281e6.78 5820804 81.17749 RRENT Tr8BswwdAcWJr 17.02621 24456.3S 49186 36 115234.25 1¢M.8)3.14 14•.2COC 8103426 46033.84 8•.05425 NOIE8 £1.toJ,¢ Fw f￿a 24.456.35 2SXO).ts) 20,370.3 .￿0 52) Isoo( 18,40) {15.QW.W I5.￿?.L￿} 26.1e676 26.01￿n o.rx) -51￿).C4) .70 29874.86 28293.18 17 0&21 40 Cth.00 O.M 46200.00 Z4 ODnShNrd