Trustees, Annual Report for the period PerK¥J siart dalo Penoj eThJ date From Jan 2023 Reference and administration details The Almshouses of John Islw and Jacob Hardrett To 31 Dec 2023 Section A Charfty name Oth•r names charlty l• knovffl by Rèqlsterod chadty number (N any) 1201574 Charltys prlnclpal addre85 23 Oxford Street Lamboum 8efkshire Postcode RG178XS Names of the charity trustees who manage the charlty Offlu111 anyl Oat•¥ •¢tsd It not lorr*)1• •ar TnMt•• nam• drew Snowdon ResvJned 28 May 2023 Rev. Julie Mintem Miles Young Sioban Penlokj Jane MGCartty Nick Spen Mary Chalk David Barber Sharon Mooney Hugh Powell Andrew Chalk Resigned 15 June 2023 Resigned 27 May 2023 10 11 Appointed 10 September 2023 Appointed 21 Septernber 2023 Appointed 10 September 2023 12 Rlchard Balckwell 13 Christian Noll 14 15 Names ol thè trustees for the charlty. If any. (for example, any custodlan trustees) Name Datss actod ff not for wholè èar TAR Al• 2012
Names and addresse$ of advlsers (Optlonal Infomiailon) e ol advlser Name Address Land Agent Carter Jonas nchester Sollcltor Coffin Mew Newbury Oxford Archltect Carter Jonas Name of chlef executlve or names of senlor staff members (Optional Information) Section B Structure, overnance and mana ement Descriptlon of the charity's trusts Type of goveming document Constitution How the charity is constituted Charitable lin¢orporated Organisation Trustee selection methods 2 Ex01r1CIo and 8 Cowopted Addltlonal governance Issues {Optional inforniation) You may choose to include additional information. where relevant, about= policies and procedures adopted for the induction and training of twstees; the charity's organisational structure and any wider neOrk with which the tharity works; • relationship with any related parties.. trustees, consideration of major risks and the system and procedures lo manage them. Section C Ob'ectives and activities The relief of poverty by the wovision of accommodation for beneficiaries. Summary of the objects of the charity set out in its governing document Such charitable purposes for the benefrt of the residents TAR Marth 2012
Ensured that the existing almshouses are suitably maintained and fully utilised as acmmmodation for local people. Progiessed development proied to wovide an additional nine alm51u8es. Malntalned Ihe assets (woperty and financial) of the Charity to Provide long-terni finandal stabilty. Summary of tho maln actlvllles undertaken for the publlc beneflt In relatlon to theso objects (Include wlthln th1$ 3ectJon the Statutory declarallon that truste98 have had regard to the guldance Issued by the Charlty Commlsslon on publlc beneflt) Addltlonal detalls ol oblectlves and actlvitlos (Opllonal inforniatlon) You may choose to Indude lurther slatemenls. where relevant. about: policy on grantmaksTrJ: policy programme related investment: contribution made by volunteers. TAR M•r(* 2012
Section D Achievernents and performance Summary ol Iho maln achlovomenls of tho charlty durlng tho year Progressed the detailed planning of the redevelopment of the redundant Melhodist Chapel lo prov•de nine new almshouses. Refurblshments arKI repairs to the almshouses to mainlain them whilst ensuring a hlgh level ol occupancy. TAR March 2012
Sectlon E Flnancial revlew Brlef statement of the ¢harity'3 policy on reserves To ensure that the reserves are invested to provide both income and growth at a minimal risk. Detalls ol any funds materlally In deflclt None Further financlal revlew detalls Iopllonal Infomjatlon) You may choose to include additional information. where relevant about". the charity's principal sources of funds (including any fundraising): how expenditure has supported the key objectives of the charity-, investment policy and objectives including any ethical investment poli adopted. The Charity's main income is from fami rents. maintenance contribution and investments. Expenditure is focused on developing. improving and mainlaining the almshouses. Investmenst are bad on low risk options to provide a reliable income. Section F Other optional information The CIO (1201574) was established on the 14 November 2022 and was finan(>ally donnant until thè transfer of all the assets from Charity 203772 on the 315t Dember 2023. Section G Declaration 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) Christlan Noll Peter Penfold Chair ol Trustees Clerk to tho Trustees Date TAR arth 2012