| Objecti | v | e | s and | Activ | iti | es | |
|---|---|---|---|---|---|---|---|
| SORP reference | |||||||
| Summary | ofthe purposes | of | Para 1.17 | The almshouses belonging to the charity |
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| the charity | as set out | in its | and the property occupied therewith | ||||
| governing | document | shall be appropriated and used for the |
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| accommodation ofresidents in |
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| conformity with the provisions ofthis |
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| scheme. (1)subject to payment ofthe |
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| expenses (2) the trustees may pay for |
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| such items (3)in exceptional cases the | |||||||
| trustees may grant relief to persons |
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| otherwise eli ible |
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| Summary ofthe main activities in relation to those |
Para 1.17and 1.19 |
Accommodailon/housing for elderly/old People |
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| purposes | for the public | ||||||
| benefit, | in | paflicular, | ihe | ||||
| activities, | projects or | ||||||
| services | identified in |
the | |||||
| accounts. | |||||||
| Statement | confirming | Para 1.18 | In setting the alms and objectives, and | ||||
| whether | the trustees | have | in measuring achievements and |
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| had regard | to the guidance | performance, the charity has had regard |
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| issued by |
ihe Charily | to the Charity Commission's guidance |
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| Commission | on public | on public benefit. The provision of |
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| benefit | almshouse accommodation forthose in |
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| need provides Identifiable public benefit |
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| which is consistent with the aims ofthe |
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| trust document. Beneficiaries of |
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| almshouse accommodation must be in |
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| need, and will be drawn from that | |||||||
| section ofthe public which has been | |||||||
| defined in the Scheme issued by the |
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| Chari Commission. |
| Policy on | social investment | social investment | social investment | |
|---|---|---|---|---|
| including | program | related | Para 1.38 | |
| investmenl | ||||
| Contribution | made | by | ||
| volunteers | Para 1.38 | |||
| Other |
| chievements and Per |
formance | |
|---|---|---|
| SORP rereraaaa | ||
| Summary of lhe main achievements ofthe charity, identifying the difference the charity's work has made to the circumstances of its |
Para 1.20 | There are twenty almshouses, The trustees employ a clerk to exercise day to day management who reports to the trustees on a regular basis, end for any further guidance as and when necessary. The general condition is good, although the eight older almshouses require more maintenance |
| beneficiaries end any wider benefits to society as a whole. |
and longer term improvement. During the year the regular maintenance continued. One ofthe out buildings had |
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| significant roof repairs. Further plans |
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| are being considered to provide on site |
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| parking at one of the older property sites, As at 31 December 2021, twenty of |
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| the twenty properties were occupied. |
| Review ofthe charity's | Review ofthe charity's | Review ofthe charity's | Para i.21 | The Trustees have reviewed the major |
The Trustees have reviewed the major |
The Trustees have reviewed the major |
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|---|---|---|---|---|---|---|---|---|
| financial position at |
the end | risks to which the charity isexposed | ||||||
| ofthe period | and systems have been established mitigate those disks. Operationally, |
to the |
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| key risks arise from voids, and from | the | |||||||
| condition and security ofthe properties. |
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| Tomitigate these risks, the Trust has | ||||||||
| appointed aclerk who is responsible |
for | |||||||
| advertising for new, qualifying |
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| residents as and when appropriate, | for | |||||||
| monitoring the condition and serurity |
of | |||||||
| the properties; for advising the Trustee |
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| and implementing their decisions. The |
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| clerk isalso responsible for liaising |
with | |||||||
| the residents and for reporting any |
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| concerns. Additionally, residents must |
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| be capable ofindependent living when |
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| appointed. Strategilcally, the principal |
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| challenge isto ensure that the | ||||||||
| accommodation provides appropriately |
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| for the residents needs on an ongoing |
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| basis, | ||||||||
| Statement explaining the policy for holding reserves staling why they are held |
Para 1.22 | Surplus cash Is placed on deposit or invested in accumulation shares for the purposes ofthe Cyclical Maintenance Fund and Extraordina Re air Fund. |
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| Amount of |
reserves | held | Para 1.22 | Cash reserves at 31December 2021 | are | |||
| 2195193 2020:%138162 | ||||||||
| Reasons for holding concern |
zero | Para 1.22 | NIA | |||||
| reserves | ||||||||
| Details of fund materially | in | Para 1.24 | iNIA | |||||
| deficit | ||||||||
| Explanation | ofany | Para 1.23 | ||||||
| uncertainties about |
the | |||||||
| chadily continuing as a going |
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| Additional | information | (optional) | ||||||
| You ma choose to include |
further statements | where relevant about: |
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| The charity's principal |
Para 1.47 | |||||||
| sources of | funds (including |
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| any fundraising) | ||||||||
| Investment | policy and | Para 1x6 | ||||||
| objectives | including | any | ||||||
| social investment policy |
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| adopted | ||||||||
| A description ofthe principal risks facing the charity |
Para 1.46 | |||||||
| Other |
| Structure, Governa | nce | and Manag | ement | |||
|---|---|---|---|---|---|---|
| Description ofcharity's |
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| trusts: | ||||||
| Type ofgoverning document [I usl deed, royal charter) |
Pare 1.25 | The Charfty Commission |
is governed by a Charity Scheme dated 14th |
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| Janus | 1997. | |||||
| How is the charity | Para l.25 | The Charity | is Unincorporated | |||
| constitutedy | association | |||||
| le g uoiocorporet d |
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| ossocretioo, CIO) |
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| Trustee selection methods | Para 1.25 | |||||
| including details ofany |
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| constitutional provisions |
e.g. | |||||
| election to post or name | of | |||||
| any person or body entitled | ||||||
| to appoint one or more | ||||||
| trustees | ||||||
| Addftio net information | (optional) | |||||
| You ma choose to include further statements |
where | relevant | about: | |||
| Policies and procedures | ||||||
| adopted for the induction | r ara r.sr | |||||
| and training oftrustees |
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| The charily's organisationai | ||||||
| structure and any wider |
Para r.51 | |||||
| network with which the |
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| chadity works | ||||||
| Relationship with any related |
Para r.sr | |||||
| parties | ||||||
| Other |
| Charil | name | James Goodman | James Goodman | Almshouse | Charit | ||
|---|---|---|---|---|---|---|---|
| Other name the chadit | uses | N/A | |||||
| Re islered charit | number | 200302 | |||||
| Charity's | principal | address | 11Goodman | Court | |||
| Cranfield | |||||||
| Bedfordshire | |||||||
| MK43 0WZ |
| Description ofthe assets |
N/A | |
|---|---|---|
| held in this capacily |
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| Name and objects ofthe | NIA | |
| charity on whose behalf | the | |
| assets are held and how | this | |
| falls within the custodian | ||
| charily's objects |
||
| Details ofarrangements | for | NIA |
| safe custody and | ||
| segregation ofsuch assets |
||
| from the charity's own |
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| assets |
| Type of | Name | Address |
|---|---|---|
| adviser |
| Only complete ifthe examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and |
|
|---|---|
| guidance for examiners). |
|
| Give here brief details of any items that the |
No professional valuation for Freehold properties has been examined. Closing valuation for Freehold properties is based on the best estimate by the trustees. |
| examiner wishes to | |
| disclose. |
| Note 1.I | nves | tment | assets | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revaluation | |||||||||||
| Valuation | brought | Additions | / | Increase / | Valuation | ||||||
| forward | Purchases | Decrease | Depreciation | carried forward | |||||||
| Q | |||||||||||
| Valuation | brought | forward | 827,073.75 | 3,000.00 | 88,732.11 | 918.805.86 | |||||
| Freehold | ro | er les.inv stm | nts | ||||||||
| 132Evington | Rd | 250,543.00 | 40,337.00 | 290.880.00 | |||||||
| Im rovementsto | ro er | ||||||||||
| parrot construmlon | payment | 34,993.79 | 34,993.79 |
| Note 2.Assets retained f | or the chari | ty's own use | ty's own use | ||||
|---|---|---|---|---|---|---|---|
| Frcchold ro erties-used |
in deliverin | ob'ectives | |||||
| Revaluation | |||||||
| Valuation | brought | Additions / | Increase / | Valuation | |||
| forward | Purchases | Decrease | Depreciation | cerned forward | |||
| 51-55 High Street | 281.253.00 | 8,438.00 | 289,691.00 | ||||
| 12-22 High Street | 468,739.00 | 14,062.00 | 482,801.00 | ||||
| Goodman Court |
2,422,516.00 | 72,675.00 | 2,495,191.00 | ||||
| 3.172.508.00 | 95,175.00 | 3.267,683.00 | |||||
| office-vision blinds |
359.51 | 89.88 | 269.63 | ||||
| Dali furniture. oak console | table | 129.37 | 32.34 | 97.03 | |||
| Oak furniture. Iau bookcase |
208.22 | 52.03 | 156.09 | ||||
| Oak furniture-3 oak bookcase |
472.48 | 11812 | 354.36 | ||||
| Oak furniture. 2 oak sideboard | 483.74 | 120.93 | 362.80 | ||||
| fire safe cabinet office.safe options | 786.38 | 196.59 | 589.78 | ||||
| 4 x edison house heaters | 1,051.57 | 262.89 | 788.68 | ||||
| shayler-replacement heater |
870.38 | 217.59 | 652.78 | ||||
| majestic leisure. pool dining table | 2.539.90 | 634.97 | 1,904.92 | ||||
| 6.901.44 | 1,725 36 | 5,176.08 |