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2025-12-31-accounts

Trustees’ Annual Report for the period

From 1[st] January 2025 To 31[st] December 2025 Charity name: Crookham Almshouse Charity CIO

Charity registration number: 1187136

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The objects of the CIO are:
Provision and maintenance of
almshouses for those in need in the
District of Hart, Hampshire, with a
preference for residents of Crookham
Village, Ewshot, Church Crookham,
Fleet Courtmoor, Fleet Pondtail and
Fleet West;
To relieve the charitable needs of the
residents of the almshouses provided
and maintained by the charity.
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		 Public benefit has been achieved by the
provision of low cost accommodation to
local residents who are in need. Cottrell
Court is maintained to a high standard
and complies with all relevant
regulations and best practice.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 Confirmed.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 The Trustees may agree to given
financial support to residents in
exceptional circumstances
Policy on social investment
including program related
investment		 Para 1.38 NA
The Charity does participate in social
investment
Contribution made by
volunteers		 Para 1.38 The Charity is reliant on the voluntary
efforts of its Clerk (who is paid an
honorarium to cover expenses related
to the role) and its Trustees

Achievements and Performance

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SORP reference
Continued provision of almshouse
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Achievements and Performance Achievements and Performance Achievements and Performance
SORP reference
Continued provision of almshouse
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 accommodation with occupancy of 98%
for 2025.
The Trustees are committed to a full
programme of maintenance and
necessary repair of the building and
facilities as they become evident or are
planned.
In 2025 major projects included sensor
lighting, smoke detection and a new
Velux window in order to ensure full
compliance with latest regulations.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 The charity has met is objects during
the year
Performance of fundraising
activities against objectives
set		 Para 1.41 NA
The charity does not undertake any
fundraising activities
Investment performance
against objectives		 Para 1.41 The Trustees have taken a risk adverse
investment approach and the cyclical
maintenance and emergency repair
funds are all invested in M&G Charity
Multi Asset fund units.

Financial Review

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Review of the charity’s Para 1.21 The charity holds investments in the
financial position at the end M&G Charity Multi Asset Fund for both
of the period its Emergency Repair Fund, ERF,
(accumulation units) and Cyclical
Maintenance Fund, CMF, (income units)
Statement explaining the Para 1.22 The ERF is held to provide long term
policy for holding reserves security of Cottrell Court, in the event of
stating why they are held significant damage and rebuild costs. It
may, as agreed by the Trustees, be used
to provide further almshouse
accommodation either by means of
capital expansion or new premises.
The CMF is held to cover routine
maintenance and improvements to the
premises and facilities.
A general reserve of some £25,000 is
held in a cash deposit account to
represent 6 months running costs of the
almshouse/charity.
Amount of reserves held Para 1.22 ERF £ 628,761
CMF £ 106,530
General reserve £ 25,484
Reasons for holding zero Para 1.22 NA
reserves
Details of fund materially in Para 1.24 NA
deficit
Explanation of any Para 1.23 No such uncertainties exist
uncertainties about the
charity continuing as a going
concern
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Additional information (optional)
You may choose to include further statements		 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 The Charity is entirely reliant on the
sums raised from the monthly
maintenance contribution paid by
residents, and investment income from
its cyclical maintenance fund and
general reserve.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 See above. Investments are made in
funds recommended by the National
Association of Almshouses.
The charity does not make social
investment.
A description of the principal
risks facing the charity		 Para 1.46 The principal risks facing the charity
would be through the non-availability of
the almshouse. This risk is mitigated
through a regular programme of
maintenance and a comprehensive
insurance programme.

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document Para 1.25 Foundation CIO.
Constitution registered 23rd Dec 2019
How is the charity
constituted?		 Para 1.25 Charitable Incorporated Organisation
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 4 Trustees nominated by local
authorities plus 3 Trustees nominated
by the existing Trustees plus 1 Trustee
ex-officio, being the priest in charge of
the benefice of Christ Church,
Crookham.

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 New Trustees are invited to attend an
induction session with the Chairman
and Clerk
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 The Charity has a Board which meet
twice per year.
The Charity works closely with Hart
District Council housing department to
identify new residents as vacancies
allow
Relationship with any
related parties		 Para 1.51 There are no related party transactions

Reference and Administrative details

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Charity name Crookham Almshouse Charity CIO
Other name the charity uses NA
Registered charity number 1187136
Charity’s principal address 13 Cottrell Court
Gally Hill Road
Church Crookham
Fleet, Hampshire
GU52 6PS
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Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled to
Trustee name Office (if any)
year appoint trustee (if any)
1 Cllr G E Butler Chairman Hart District Council
2 G M Butler Co-opted by the Trustees
3 I P Birch Co-opted by the Trustees
4 Mrs V C East Treasurer Co-opted by the Trustees
5 Rev M Smith Appointed August 2025 Ex-Officio
6 Mrs D Moss Church Crookham Parish Council
7 Mrs Julia Ambler CrookhamVillage Parish Council
8 Mrs Eleanor Jennings Ewshot Parish Council
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– Corporate trustees names of the directors at the date the report was approved

Director name NA

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year NA

Funds held as custodian trustees on behalf of others

Description of the assets NA held in this capacity Name and objects of the NA charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for NA safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address
adviser
NA

Name of chief executive or names of senior staff members (Optional information)

Ms Jacqui Lewis, Clerk to Trustees (volunteer)

Exemptions from disclosure

Reason for non-disclosure of key personnel details NA

Other optional information NA

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
Gillian Butler
Virginia East

Chairman
Treasurer
31stMarch 2026
31stMarch 2026

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Charity Name 1187136
Crookham Almshouse Charity CIO
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/01/2025 31/12/2025
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Monthly maintenance contributions 64,739 - - 64,739 62,890
Dividends received 4,378 - - 4,378 4,172
Cash transferred from charity 236243 - - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 69,117 ] - - 69,117 67,062
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 69,117 - - 69,117 67,062
A3 Payments
Administraion 1,309 - - 1,309 1,552
Mortgage Interest paid 8,584 - - 8,584 8,679
Capital repayment 1,045 - - 1,045 950
Insurance 2,257 - - 2,257 2,407
Electricity and water 3,686 - - 3,686 4,660
Maintenance 19,197 - - 19,197 24,609
Cyclical & long term maintenance 16,789 - - 16,789 -
Honorarium 4,000 - - 4,000 3,800
Grants 1,233 - - 1,233 -
Sub total [ 58,100 ] - - 58,100 46,657
A4 Asset and investment
purchases, (see table)
M&G Charity Multi Asset Fund 10,735 - 10,735 10,315
- - - -
Sub total [ - ] 10,735 - 10,735 10,315
Total payments 58,100 10,735 - 68,835 56,972
Net of receipts/(payments) 11,017 - 10,735 - 282 10,090
A5 Transfers between funds - 10,735 10,735 - - -
A6 Cash funds last year end 19,416 - - 19,416 9,326
Cash funds this year end 19,698 - - 19,698 19,416
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CCXX R1 accounts (SS)

01/04/2026

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
M&G Charity Multi Asset Acc units
M&G Charity Multi Asset Inc units
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Lloyds Bank current account
Lloyds Bank General Reerve
Details
Details
Freehold land (not valued)
Freehold building (built 1988)
Details
Orchardbrook Ltd (mortgage)
Housing Association grant
V C East
Signature
G. Butler		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
19,698
-
-
-
-
19,698
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
25,484
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Restricted
-
Unrestricted
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Restricted
-
Restricted
415,847
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
Unrestricted
87,253
Restricted
316,195
-
-
-
Print Name
Gillian Butler
Virginia East		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
628,761
106,530
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Over next 24
years
On sale or
demolition of
building
Date of
approval
31/03/2026
31/03/2026

CCXX R2 accounts (SS)

01/04/2026

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Crookham Almshouse Charity CIO members of On accounts for the year 31[st] December 2025 Charity no 1187136 ended (if any) Set out on pages 1 - 2 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31[st] December 2021.

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:
Name:
Relevant professional
qualification(s) or body
(if any):
Address:		 Shree Merriman
Date:		 31stMarch 2026
Mrs Shree Merriman
FCCA
The Fairway
17 Kestrel Close
Ewshot, Farnham, Surrey, GU10 5TW

1

October 2018

IER