THE KLNI).4L CRITy FOR THE AGED & LNFIRM .L%ThIAL REPORT I" DECE.MBER 2019_ 301k NOVEMBER 2020 OFFICERsrrRUSTEES ()*persOn and Trnstee- Mrs Anll Nelson elect 4.11.2020 •morarY Treasurer and Trustee- Mr David H Salisbury Ho•oraTh" Secretary and Trustee - Mrs Marilyn Waiting H••oraTh' Solieltor - Mr Jobn Cooke Mr Philip Ball Mr Alan Reed Mr John G Stewart clectcd 4.11.2020 Mr Garry S Wailing MT AIkD C Crossley retired on 31" Decenkn 2019 .MT5 .W Christian resigned in October 2020 when She nx)ved away from the area. B(xb AlleD and Mary wtll be much misse4 thcir expertise and knowledge was a great asset to the CbaTity. ¢ovid19 Nles the TTUStees held only 2 face to face meeting duTin8 the year, the Trznaining business was dealt with electronically. The CbaTity is a member of the National Association of Ahnshouses. iis: The Ktndal Charity for the Aged and InfJrn] was originally named The Mayor of Kendal's Facd for the Aged and InfTrn]', registered charity number 223344. In 2017 Kendal Town CLMUKII made the decision thal the Mayor would no longer be Chairn)an and ex-officio Trustee of the Charity and requested that the name of the Charity be changed. Mlhilst cbangmg the name the Trustees decided to convert to a Charitable Inco>rated Organisation Foundation {CIO) which wa5 registered with the Charity Commissioners on 4 October 2019 allated charity nurnber 1185634. At the 71" Annual General Meeting of the Mayor of Kendal's Fund for the Aged and Infim and the fust meeting of the Kendal Cbarity for the .4qed and Infirn) held on 13th February 2020 it was resolved that all the assets of the Mayor of Kermjal's Fund for the Aged and Infirn) be transferred to the Kendal Charity for the Aged and The Cto Constitution dated I. May 2018 sets out the objectives of the ChaTity which are'.- i) The allocation of Almshouses for qualifying persons. being poor, aged or infirm [50$ who are inhabitants of the arca of benefit. Such other charitable purposes beneficial to qualifying persons as the Charity Tnwees think fit from tin)e to time. A copv of the constitution is available from the Secretary.
The Charity provides homes in 45, pwpose builL I bedroom llats and bungalows. in Kendal, foT the elderly or infirni. The occupiers all live independently. however the Trustees, who are all volunteers. make regular visits to check on their wellbeing and implement any improvements that may be required. OCCUPIERS CONTRIBUTION.. All occupiers make a contribution of £30 per week (£130 per month) towards the numing costs of the almsbouse. The Charity pays for all maintenance. water . television licences (wber¢ applicable). communal gardens and if requested by the occupier, for private gardens to be maintained by a gardener. employed by the Charity, at no extra cost to themselves. VACANCIES: Va¢ani almshouses are advertised in the Westmorland Gazette and on the Clwity website. Applicants who must be aged over 60, live pcrnjanently in the Kendal area are required to complete a detailed application forni. All applications are considered by the Trustees and a short list of candidates are interviewed by two Tnlet8. Change of occupants durlng the year'.- 78 Sandylands Road- Following the death of Mrs H Wells, Miss A M MarstorA moved into the bungalow in February 2020. 4 Crescent Green- Following the death of Mrs V Todd, Mr M A Heap took over thc occupancy and into the bungalow in July 2020. 50 West Street- Following the death of Miss E WrigbL Ms K M Hargreaves moved from 5 Romney Court in October 2020. 5 Romney Court- Following Ms Hargreaves move. Mrs S E Mason took over the occupancy of the flat in November 2020. 7 Romney Court - Mrs M Elvey moved into a Ca home and the occupancy of the fiat was allocaled to Mr A Maden and Ms J Ainsworth in November 2020. A full list of the properties and occupters is attached. PROPERTY CONDITIONIMAINTENANCE . All the almshouses are well maintained. Whenever a propety becomes vacant it is upgraded, if necessary. and redecorated. All the properties have fire/smoke alarms fifte these arc scrviced on a regular basis. Carbon monoxide alarms are provided at all properties with a gas supply. Gas Service:. Landlord checks and servi¢iDg arc carried out on an annual basis. Electricity Checks:. All properties have 5 yearly checks and upgrading as required. The majority of the properties were checked in 2018. Fire Risk Assessment:. In July 2020 a fire risk assessment was ¢arried out of all 20 flats by a professionally qualified assessor. All the ¢0mMended improvements and upgrades have since be implemented, to bring the flats up lo the required legal standards. All the properties had wakr supply and tempernture checks carried out in October 2020. If an occupant is experiencing difficulties managing in their home e.g. due to lack of mobility, the Charity works alongside healthcare professionals to carry out any improven]ents requir at th¢ Chan'ty's expense. The Callout systcm allows occupiers to Teport any maintenance problems they may be experiencing. For repairs or maintenance ihey call one of the Trustees who immediately aangeS for local contractors to cauy out the n¢Sary work. The contractors have also agreed call out arrangements for emergencies. outside nornial office hours. In an emergency the occupiers are allowed to call out the contractor ihemselves.
REPAIRS/IMROVEMENfs: During the year the following major work was been carried out: 4 Crescent Green: Whilst vacanL the bungalow was Upded. the improvements included ritting gas central heating, a new kitcheffj replacement of internal doors and redecoration. 4- 9 Romney Court.. Gl&8s internal doors were replaced and the doors into the fiats upgraded to meet current fire regulalions. 5 Romney Court: New non slip flooring was fitted in the kitchen and bathroom. 7 Romney Court: A new kitchen was fitted. non slip floorcovcring fitted in the bathroom and kitchen and the flat redecorated prior to the new occupiers moving in. 9 and 10 Sandes H05Pital.. The doors inio the flats and internal dooTS were upgraded to meet current fire regulations 78 Sandylands Road:. The bathroom was replaced to provide a large walk in shower, new washbasin, tiling and non slip floor¢overin8. The kitchen also has new non slip floor¢overin8 and the bungalow was decorated throughout. A ramp and handrail were fitted al the backdoor. 50 Wesl Str¢el: The bathroom was replaced io provide a large walk in shower, non slip floorcovering was fitted in the bathroom and kitchen and the flat was decorated. 36- 58 West Street: The doors lo the individual flats wcrc all up8raded to meet Current fire regulations. West Street.. An outdoor shelter w&s erected with an external electricity supply to storc a mobility scooter. INVESTMENTS.. A Nominee Company with Brewin Dolphin administers the stocks and shares on behalf of the Charity. All the investments of the Mayor of Kendal's Charity for the Aged and Infirn) have been transferred io the Kendal clrItY of the Aged and Infirni. Further details of the accounts can be seen on the Trustees Report and Financial Statements.
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 The Kendal Charity for t1 Aged and Infimi On accounts for the yèar ended 30 November 2020 Charlty no (if any) 1185634 Set out on pago8 I report to the trustees on my examination of the accounts of the above charity {tthe Trust") for the period ended 3011112020. Responsibllities and bas18 of report As the charity's trustees. you are responsible for the preparation of th8 a¢¢ounts in accordance With the requiréments of the Charities Act 2011 ('the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying oul my examination. I have followed all the applicable Directions given by the Charity Commission under section 1495Xb) of the Act. Independent I have completed my examination. I confimi that no material matters have examlner's statement come to my attention in nneCtIOn with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records: or the accounts did not comply with the applicable requirements conceming the form and content of accounts set out in the Charilies {Accounts and R8POrts) Regulations 2008 other than any requirement thal the accounts give a 'true and fair, view which is not a matter considered as part of an independenl examination. I have no concems and have com8 acros5 no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Date: Name: GERARD F WHITESIDE Relevant professional quallfication{s) or body (if any): FCA IER Oct 2018
Address: Ingalls. Libra House. Murfey Moss Business Village Kendal LA9 7RL Section B Disclosure Only complete if the examiner needs to highlight material mallers of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Glve here brlef detai18 of any Items that the examiner wishe8 to dlsclose. IER Oct 2018
"rrllie tsP.d &'TrfiTri ',85534 Receipts and payments accounts CC16a For th8 Fwlod frorn To Section A Receipts and payments Unrnstrict•d fvnds Restriet•d funds Endowm•nt lunds Total fvnds La8t yoar toth• n•xwt£ to lh• MarHt£ to n••r••i£ to rn•r••t£ A1 RO1 Transfer from The Ma>ThefK•rthl'i Fwbj for It Agthy and Infirrn IlKLe from r¢$iOent8 tividervjs and Inr•s1 ttIon 18197S 162,975 Sl,355 27.993 1,355 27,993 Sub total(Gross income for AR) 241343 A2 Assot and Inwstment •al (s tab1. Sal• of Inw•tmont• 671.049 678,049 678,N9 078.049 Sub total 920,392 921J.392 A3Pa mgnts Ral88. In8urnne•.rn¢•h •rnJ TV Lk•rt• 78.324 7&324 7,000 221 7.266 1,674 Tiuslee aln88$ Sl•l1tsrry, adwrt$ 8rKI Indam Invesbmeni man A¢¢ounlar 221 1,$74 Sub total 4.485 A4 As6•t and InNYstm8nt urchasgs, tabl•l PurchaM of inTrmtm•nts Sub total 657.715 657,715 637,Yts 657,715 Total payments 752.200 752,200 Net of recelpts/(payments) A5 Transfers batween funds A6 Ca$h funds last ar ènd Cash funds this )ar end 168.192 168,192 168,192 168,192
Section B Statement of assets and liabilities at the end of the period UnStrICt•d Restricted funds Endowment funds Categorles Detsils lo n&¥e5te to to rnarest£ B1 Cash funds 1A14 47,7n Total cash fimds 168.192 •)>•)) Endowment funds funds lunds Detalls Cuvr•nt V tlonal 1.490.710 Dètall• B3 Invoitm•nt au•ts Fund trj whkh CufftJntvaluD Detai18 Colt lopuona B4 Assets retalned for th• charlty'• own u$0 Jlwnt du• on•1 Whpn onal Detalls SSgn8d by Or or trust885 on behalf of all the trustees Datè of roval int Name