Trustees. Annual Report for the period PencAI stsrt date PericKI end date IVIUIIVIU1 , i'ear2024 oyai MuTiuI 1£ From To Section A Reference and administration details Charity namè Coggeshall Almshouses Charity Other names charity is knowh by Registered charity numbèr (if any) 1180363 Charity's principal address Hampden Cottage, 5 Tilkey Road, Coggeshall, Colchester, Essex Po3tGode C06 1PG Names of the charlty trustees who manage the charlty Llats8 acted rf not f¢r whol• Trusts• nam• Offlu Ilf •nyl Nam• of pèrnon lor body) •ntlti•d Int tru$t•¥ Ifon Christine Joan Offen Andrew Hamilton Crawford Nichola8 John Cody Rev Heike Prentice usan Frances Smith Susan Ann8 Wilson Coggeshall Parish Council Kenneth Nigel Rolls TAR March 2012
Namas of the trustees for the charity, rf any. (for example, any custodian trustees} Name Dates acted rf not for whole ear Nam8s and addrnss8s of advlsern (Optional infomlation) e of adviser Name Address Accountant . Affinia (fomierly The Mamings. Rosemary Lane, Halstead, Essex, C09 Richard Edwards 1HZ Group) Name of chief executlve or names of senlor staff members (Oplional information) Clerk: Bradley Rawlings Section B Structure, overnance and mana ement Do8crlptlon of the charfty's tru$ts Constrtution Type of goveming document How the charty is constrtLrted CIO registered 18th October 2018 Trustee selection methods appoin By resolution of the existing trustees. One trustee ex Offi0. Priest in Charge of St Peter-ad-vincula. One trustee nominated by Coggeshall Parish Council Addltlonal govomance issues {Optsonal Inforniation) You may choose to include additional information, wh8re relevant, aboLrt'. policies and procedures adopted for the induction and training of trustees. the charity's organisational structure and any wider eOrk with which the charrty relationship with any related partEs', trustees, consideration of major risks and the system and procedures to manage TAR March 2012
them. Section C Ob'ectives and activities The prevention or relief of poverty, in particular {bLrt not exclusively) among people in need vtho are, or formerfy have been, inhabitants of, or employed or engaged in business in, the Parish of Coggeshall by, the provision of housing or accommodation,. and such other chantabla purposès for the benefit of residents of such housing and accommodation as the trustqes decide. Summary of the objects of the charlty Set out In Its govarnlng docum•nt The Charity owns two groups of almshouses., both situated in Coggeshall: a t8rrace of Six tWO-$torey houses in Queen Stre8t and four single-storey houses at Churth Green in Church Street. All 10 almshousès were 0upied by the Chanty's bene'ficiaries throughout the period of this retum. The trustees have had regard to the Charty Commission's guTrdance on public benefft. Summary of tho maln activities undertaken for the publiGbenefit in relation to these objects (include wlthln this section the statutory declaration that trustees hav• had regard to the guidance issued by the Charity Commission on public beneflt) TAR MaTth 2012
Additional details of obJ"ectives and activlties Ioptlonal Inf0mtIon} You may Ghoo$8 to indude further statements, where relevant, about.. policy on grantmaking: policy programme related investment., contribution made by volunteers. Section D Achievements and perforinance TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year The provision of accommodation for the Chanty's benefi"cianes throughout the year. In order to improve the comfort of the residents in the Queen Street almshouses. secondary double glazing was installed. TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves The Charity will retain sufficient reserves to meet the cost of maintenance work on the almshouses. The Queen Street terrace (of 6 houses} is 18 century and grade 2 listed meaning that major work (su¢h as to replace the roofj 11 invotve snffiCant expenditure. Details of any funds materlally in deficit Nil Further financial roviow d8ts11s (Opiional infomiation) You may choose to includ8 additional information, where relevant about.. the charity's prInpaI sources of funds (including any fundraisingl., how expenditure has supported the key objedives of the charity., investment policy and objectives including any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approvod the trustses, report above. Signed on behalf of the Gharity's trusteos Signaturels) Full namals) Positlon leg Secretary. Chair, otc) C•L4 cI4A TAR Marth 2012
Coggesfiaifjffftsfiouses Cfiarity Recelpts and Paymgnts Account for 2024 K)ry88r2023 Recei Weekly Maintenancè Charye (WMCI Church Green No. 10 No. 12 No. 14 No. 16 S.541.1 5,219.40 5.259.24 5,785.83 5.075.76 4.781.16 4.781.16 3.793.93 21.805.53 18,432.01 Queen Street No. 79 No. 81 No. 83 No. 85 No. 87 No. 89 4.576.80 4.579.04 3.971.20 5.204.26 4,579.04 3.871.Y2 3.412.68 4.312.(X) 2.19880 3.697.1J) 4,312.00 2.188.80 26.782.26 20.121.28 Total Relp 48.687.79 38A53.29 Queen Strs•t ProJ8¢t Costs Building costs 5.702 90 144.87 1.295.80 No. 81 Retairwwj Wal 7.143.57 Admlnlstrallon Ac¢ounling fee5 Insuran Almshouses Assoc. Slth Honoraria Gas and EICR rt{S Christm8s Hampers GardeniNJ Inc. Green Blue Plaque Anglian Water Bank Charges kss irrtere8t 978. 1.8C6.17 1.CQ8.12 196.00 1,2CK).I)o 1.184.11 1.2Q).C X).74 491.35 2,504 (X) 137.50 3.216.04 2.980 82 45.14 11.823.20 8.882.29 Repairs and Malntenance Gas. electric and plurnbtNJ repair5 Redeatn I maintenan Queen str Secondary GIj Church Green flat roots Queen Street Ex1erior Church Green Radthrs Gar¢gn & Fen 1.872.CiS 9,684.S3 10.385.(X) 3,fjChJ.Q) 4.132.10 7.263.51 3.7.1)) 8,.IYj 5.694.65 3.3(K>.lY) 993.31 28.534.YJ 33.050.26 Total Pawnents Excess of ReiKts over payrnents 38,358.19 lo.229.¢ 49,076.12 10,522.83 CAF Cash Account balanc8 blf Excess of Reipts over payments Transfer of funds from Cnc CAF Cash Account balan¢t elf 9.671. 10229. 194.73 10.522.83 20.000 (X) 9.671.90 .. 19,901.5Q 2,410 936 Sha in M&G Charity Mulb Asset Fml AccxKnulation Unrts Share Value at 31st t)e¢ber 136662 61 126516 28 The Abov8 accowrt i% in X)rdanc* th the ofthÈTrt for the year 31112r2024 IL
CHARITY COMMISSION FOR ENGLANO ANO WALE Receipts and payments accounts CC16a Forthe period Section A Receipts and paymenls Unrestrlcte nds Restrfjcted lund$ EroWrnenI tunds Total funds Last year iotho nBarpst È A1 R8e•l Mairnen2nce Inc4Nn2 ar Inlgts51 15 Sub total(Gross in(7ime for ARJ 418&17 4&617 38A68 {see talAel. il & G trNestrnentsaies 2YJ,o Sub total ),000 Total recelpts 4&617 48,617 58,568 A3 Payments Gardonir Utilthes De¢oiabng Repairs and SurKJry Insurance 3838 7264 4,132 1,120 1,088 1200 1W72 1.872 491 Bank charges Ratss and Watsr Leoal and pioleOn fees AccDunlawy Cbaniny 16 3.216 2,981 978 976 93D Sub total 22.5 A4 Asset and InvestThpnt purchases. {$09 tsblg) Improvernents property ISM79 Sub total T579 6B2 15.879 49.091 of rep1S/{paYmentsj A5 Translws between lunds A6 Cash funds last lear 8nd C4sh lunds thls Trwr8nd 26.109 Is79 15.B79 15.879 10,rJo 9,477 972 19,W2 195 19.wj 9,672 CCXX Rl accnts ISSI IiW025
Section B Statement of assets and liabilities at the end of the period Unreslrlcted funds Restrlcted funds to rreSt£ Endowment fund$ nèr•st t categoe$ Details Bl Cash tunds 18.902 Total cash lunds I9.2 ErKlowment funds funds Detalls to raresl£ nMrest E Fund to whSch ¢urront valy• on4 Details 1128.7T7 Shrn in M&GCkwityWb FLmd towhlch Cost{cgtknrMI) Currfrnt va9 Detsils B4 Assets retalned for the charltys own use dhh Amount d When du• on•1 Delails B5 Llabllltios zgaa SvJned by one or trUStee8 LehalT of all th8 Iwslees SwJnatu¥e Print Natne Date of roval icu CGXX R2 ants ISSI 11104025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinevs Report Report to the trusteesl members of Coggeshall Amshouses Charity On accounts for the year ended 31 December 2024 Charity no {if any) 1180363 Set out on pages One to two ,.re.&.ts r to Inc.uae:e pag& pJi of ado,I'onai Sale-:- I report to the trustees on my examination of the accounts of the above chanty ("the Trust.) for the year ended 3111212024. Responslbllltles and As the charty trustees of the Trust, you are responsible for th8 preparation basis of report of the accounts in accordan with the requirements of the Charities Act 2011 {'the Acf). I report in respe¢X of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charty Commission under section 145(5)(b) of the Act. I have completed my examination. I confim that no material matters have come to my attention (other than that disclosed telow ') in connection with the examination which gives me cause to believe that in. any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord wtth the accounting records Independent examiner's statsment I have no concems and have come across no other matters in connection wtth the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. . Plea delete the woffls in the brackets rf they do not apply. Signod: Date: ,, llhLr Namo: ANDREW ROBERT GFIAHAM GREEN Relevant professlonal qualrfication{s) or body (if any): FCCA Address: The Maltings, Rosemary Lane Halstead, Essex C09 1HZ IER October 2018