THE CHARITABLE INCORPORATED ORGANISATION OF JAMES SOUTH AND WILLIAM BURBERRY
Chairman of Trustees: Dr Alec MacAndrew
ANNUAL REPORT/RETURN AND ACCOUNTS 2021
- This report incorporates the charities’ annual return and set of accounts covering the year from 14 May 2021 to 31 December 2021.
2. The Charity
The Charitable Incorporated Organisation (CIO) of James South and William Burberry came into existence on 14 May 2021, following approval by the Charity Commission – No 1194471.
The application of income from this Charity will be for the benefit of the beneficiaries of the Almshouses (including the Burberry Homes) collectively or individually.
3. 2021 Annual Accounts and Notes
These have been accepted by the Trustees at their meeting on 10 March 2022 after having been subject to an independent examination and are attached to this report. Those wishing to study them in detail may obtain copies from the Clerk to the Trustees.
The report contains no figures as whilst the CIO came into existence on 14 May 2021 it has been dormant in terms of income or assets until 1[st] January 2022, and this is reflected in the report.
4. The Almshouse Association
The Charitable Incorporated Organisation (CIO) of James South and William Burberry is a member of the Almshouse Association (membership no 710)
5. Trustees
Co-opted Trustees (appointed for a 5-year term) Mr John Molyneux Mr John Thelwall Vice Chairman Mr Richard Noble Mrs Pam Siddall Mrs Angela Bruce Mrs Margaret Murray-Smith
Nominative Trustees (appointed by Parish Council for a 4-year term) Mrs Betty Millard Dr Alec MacAndrew Chairman
6. Meetings
A total of two Ordinary meetings of Trustees were held during the year.
7. Officers of the Charity
Clerk to the Trustees: Mr Joe Greenway 2, St.Hughs Road, Buckden, St. Neots. Cambs. PE19 5UB, Tel. 01480 810603/07745889759.
Treasurer: Mr Alistair Henderson. Contact details available from the Clerk.
8. Location
1 to 8 The South’s Almshouses and 24 to 36 Church Street (Burberry Homes) situated in Church Street, Buckden, on either side of the Methodist Church. There are 15 one-bedroomed flats in total used as almshouses. In addition, the Charity is responsible for the former Warden’s home, 38 Church Street, and owns land let as allotments on the western side of the A1, south of Buckden roundabout.
9. The Warden
The Warden is Mrs Barbara Herlihy who lives within a 10-minute drive of the Almshouses. It is the Trustees wish that her contribution to the Charities and to the welfare of the beneficiaries is acknowledged.
10. Activities during the year
- a. The charity took the actions necessary to open a bank account in its name and to seek permission from the Charity Commission to receive the assets from the Almshouse Charities of James South and William Burberry.
Joe Greenway, Clerk to the Trustees for the Trustees of the Almshouse Charities of James South & William Burberry
March 2022
Charity Number: 1194471
I repDrt oh the •C¢OUAts ofthe Trustfor l•rende0 31 Decemtw 202L are out on pale l. The charity's trustee5 are resp)n%ble for the preparatth of the accoun The charity's trustees conslder that an audit is not required for thls year under Sectton 144121 of the OwrilS kn 2011 2011 ktl and ltst on independent examination Is needed. 11 is my re5ponybility to.. • Exarnine the accourt5 under secthjn 145 of the 2011 Aci • TolollowthÈpr0cedu IddoWn D¥eCtiKin1yttheCbatycomm15si0n under5ection 1451Sllbl of the 2011 Act.. arKI. • To stste hethef Part1•rffltt$ h•¥ecorne to myatterthn. My examin•tx)n wa5 carried out in acCordae wilh DirecUon$ 8hen the tharity Commission. An examinatio Includes a review ol the accountln8 r5 kept by thecharityand a comparison ol acwunts pre5enled wth those record5. It also Includesconsideration of any untThwl items or distl¢xures in the accoun arJ seeking explanations from you as trust concernSn8any such matter5. The procedures undertèken (k) rKA pro¥ide all the evidence that would be required in an audit and consequentty no opInTr Is as to whethEr accowrts present a aTrJ fair ¥iew' and the rerort is limrted to those matters set in the ststement bekjw. Independent Examlner's stst•rnqnt conrertion with my examwwioh. Tr) matter hascrfft to myatterthn l. whSch 8i¥es reasonable catsseto bdie%t that in any m*erial Fe5pect requirements h•¥e not been met.. • to keep accountln8 records in Accordar with se¢bon 130 of the 2011 kt. and . to prepare accounts whtch x(ord accounting records aTrl comply w&th the aCCntI requlrements of the 2011 tand 2. wthKh In rny ownk)n. attenti be drawn in Nthrto enable a woper LJndErAanthniofthe accountsto be fe•ched. Peter Barlow Thomas Quinn Chartered Accountsnts The Station House IS Station Road St Ive5 Cambs PE27 5BH
The CIO of James South and William Burberry. Balance Sheet at 31st December 2021 2021 Notes Flxed Assets Investments Current Assets ERF Cash in Bank EXCESS ASSETS OVER LIABILMES FINANCED BY . CAPITAL RESERVE Permanent Endowment ERF Unrestricted Funds These Accounts were approved by Trustees on 1 Oth March 2022. Dr Alec MaG4ndrew Chaimian of the Trustees John Thelwall Vice Chairman 7M(L Alistsir Henderson Treasurer to the Trustees