OpenCharities

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2020-12-31-accounts

Names and addresses ofadvisers
(Optional
information)
Names and addresses ofadvisers
(Optional
information)
T
eofadviser
Name
Address
Name ofchief executive or names ofsenior staff members
(Optional
information)
~
e
~ ~
4
~
~
A
Description
ofthe charity's trusts
f
d
t The Charity is governed
by a Charity Commission
Scheme dated
14th
January 199?.
How the charity is constituted
Trustee selection methods
Additional
governance
issues (Optional
information)
You may choose to include
additional
information,
where
relevant,
about:
The Trustees have reviewed
the major risks to which the charity is
exposed and systems
have been established
to mitigate those risks.
Operationally,
the key risks arise from voids, and from the condition
and
security ofthe properties.
To mitigate these risks, the Trust has appointed
~
policies and procedures
adopted for the induction
and
training
oftrustees;
~
the charity's
organisational
structure
and any wider
network
with which the charity
works;
a clerk who is responsible
for advertising
for new, qualifying
residents as
and when appropriate;
for monitoring
the condition
and security ofthe
properties;
for advising the Trustee and implementing
their decisions.
The
clerk is also responsible
for liaising
with the residents
and for reporting
any
concerns.
Additionally,
residents
must be capable ofindependent
living
when appointed.
Strategically,
the principal
challenge
is to ensure that the
accommodation
provides
appropriately
for the residents
needs on an
ongoing basis.
~
relationship
with any related
parties;
trustees'
consideration
of
major risks and the system
and procedures
to manage
them.
~ ~
~
~
r
The almshouses
belonging
to the charity and the property occupied
therewith
shall be appropriated
and used for the accommodation
of
Summary
ofthe objects ofthe
charity set out in its
governing
document
residents
in conformity
with the provisions
ofthis scheme. (1)subject to
payment
ofthe expenses (2)the trustees
may pay for such items (3)in
exceptional cases the trustees
may grant relief to persons otherwise
eligible

~ a ~ ~ ~ ~
~
~ ~ a
Unrestricted Restricted Endowment
funds funds funds
to nearest
E
to nearest E to nearest E
B1Cash funds
Bann ca t -ces ca-OBC
138,162
Total cash funds 138,162
,aa-ee balances yyith rene "„'.s arc bay, e(,ls
Unrestricted Restricted Endowment
funds funds funds
to nearest
E
to nearest E to nearest E
B2Other monetary assets
Fund to which
asset belon
s
Cost (optional) Current value
o tional
B3Investment assets Quote= -eesiments Unrestric~ed 827,074
U('(esl( "te 250,543
Improveme, '.s to property Unrestncteo 34,994
B4Assets retained for the Freenol-" sa":es-used (--e';en-,- Fund to which
asset belon
s
Unrestr(cteo
Cost (optional} Current
value
(o tional
3,172.508
charity's own use ob,ectives
F xt res an =' ' "..c9s 6,901
Fund to which Amount due When due
liabilit
relates
* t
B5Liabilities
Signed
behalf
by one or two trustees
of all the trustees
on Signature Pnnl Name Date of
approval
G I A Holman
CCXX R2 accounts {SS) 16/06/2021