CHARITY COMMISSION FOR ENGLANO AND WALES Trustees, Annual Report for the period From Period start date 1 January 2024 To Period end date 31 December 2024 Charity name: James Goodman Almshouse Charity Charity registration number: 200302 Objectives and Activities SORP refernnc* Summary of the purposes of the charity as set out in its goveming document Parn 1.17 The almshou8•8 belonglng to the charity and the property occupled thervwith shall bo appropriated and used for the a¢Gommodation of resldents In confornilty with the provlsions of thls scheme. (11 subject to payment of the oxpen3è812) the trustees may pay for such Items13) in exceptlonal cases tho truslees may grant roliof to porsons otherwise eli iblo Accommodatlonlhouslng for elderlylold Poople Summary of the main activities in relation to those purposes for the public benefrt, in particular, the activities, projects or seNi¢es identrfied in the accounts. Statement confimiing vthether the trustees have had regard to the guidance issued by the Charity Commission on wblic benefit Pat¥ 1.17wd 1.19 Por• 1 18 In setting the alms and oblèctlves. and in measuring achlevem8nts and perfom)anc8, the charity has had regard to the Chartty Comml8slon's guidance on public benefiL The provision of almshouse accomm¢>dation for tho80 In need provldes Identlflable publlc benefit whlch Is consistent with the aims of tho trust document Beneficiaries of almshousè a¢¢ommodallon must be In need, and wlll be drawn from that se¢tlon of the public whlch has been deflned In thè Scheme issuod by the Charl Commlsslon. Addltlonal Inforniatlon (Opllonal) You ma choose to indude further statements where relevant aboLrt'. Policy on grant making Pam 1.38
Policy on social investment induding prc3ram rdated investment Para 1.38 Contribution made by volunteers P•r¥ 1.38 Other Achievements and Perforniance There are twenty threo almshousos. The trustees employ a clerf( to •xercls• day to day management who reports to tha trustees on a rogular basls, and for any further guldance as and when necessary. Tho general condltlon 1$ good. although the elght older almshouses requlfe more maintenance and longer tèrm improvemenL Durlng the year the regular maintenance continued. Further plans are belng ¢on8idered to provide on sits parklng at one of tho older property sltas. Al at 31 t>écember 2024, twenty three of tho twenty three properties were occupl•d. Summary of the main achievements of the charity. identrfying the drfference the ¢harity's work has made to the circuMstanS of its beneficiaries and any ider beneffts to socaety as a ole. Plrn 1.>) Addltlonal informataon (optlonal) You ma choose to indude further statements where relevant about.. Achievements against obJ"ectives set P*a 1.41 Perfonnance of lundraising activities against 0tr4'ectives Set Parn 1.41 Investment perfomian against obJ'ectNes P•rn 1.41 Other
Financial Review Review of Ihe chanty's financial position at the end of the period Pwa121 The Trustees have reviewed the masor 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 of the properties. To mitigate these risks, the Trust has appointed a clerk who is responsible for advertising for new, qualifying residents as and when appropriate; for monitoring the condition and security of the 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 of independent living when appointed. Strategically, the principal challenge is to ensure that the accommodation provides appropriately for the residents needs on an ongoing basis. Surplus cash is placed on deposit or invested in accumulation shares for thè purposes of the Cyclical Maintenance Fund and ExtraordinarLRe air Fund. Cash reserves at 31 December 2024 are £142,327 2023 . 38,865 NIA Statement explaining the policy for holding reserves stating why they are held Para 1.22 Amount of reserves held Para 1.22 Reasons for holding zero reserves Details of fund fflaterially in deficit Explanation of any uncertainties about the charily continuing as a going concem Para 1.22 Parn 1.24 NIA Para 1.23 NIA Additional information loptionall You ma choose to include further statements vthere relevant about.. The charity's principal Part147 sources of funds {including any fundraising) Investment policy and objectives including any social inveslment policy adopted Para 1 46 A descnption of the prinapal risks facing the charity Parn146 Other
Structure. Governance and Management Description of charrty's trusts= Type of goveming document ra 1.25 Tho CharSty Is governed by a Charlty Commission Scheme dated 14th Janua 1997. Tho Charity Is Unlncorporated associatlon How is the chartty constttuted? Inc Para 1.25 Trustee seledion methods induding details of any constrtutional provisions e.g. election to post or name of any person or body entrt to apwnt one more twstees Para 1.25 Additional inforn7ation {optlonal) You ma choose to indude further s&eMerrtS where levant about: POlieS and procedu adopted for the induth'on and training of trustees Parn 1.51 The charity's organisational structure and any wider net4vork wtth which the charity Para 1.51 Relationship with any related parties Pwa 1.51
Reference and Administrative details Cha name Other name the cha istered chaTrt number Charity's principal address James Gcodman Amshouse Cha NIA 200302 11 Goodman Court Cranfield Bedfordshire MK43 ovr£ Names of the charity trustees vtho manago thè charlty TnMt•• n•rn• Offie• Irf •nyl Nam• of p•r8on lor body) •ntTrd•d Int trustèè Ifan G l A Holman (Chair) JHo¥ C Shiner J Lloyd J Rust 10 rate trustees- names of the directors at ts date the Director nam• wasa roved NIA Name of trustees holdirvJ titl8 to property belonging to the charrty TnJ•t•• Mm• ••r NIA
Funds held as custodian trustees on behalf of others Descn'pts'on of the assets NIA held in this pa¢ty Name and objects of the charity on whose behalf the assets are held and how this falls within the Custodian charty's obJ"e( NIA Details of arrangements for safe custody and Segregation of such assets from the charity's own assets NIA Addttional informalion (opfjonal} Narn and address of advlsers (Optional Informatlon) Type of Name Addres• advisor Name of chlof executlve or names of 8•nlor staff m•mborn Iopdonal Infomwtion) Exemptions from disclosure Reason for noTrdisclosure of ke rsonnel details NIA Other o tional inforniation
Declarations Slgn•d on b•half of th• charlty'• ttea• Signaturnls) 9, Full namals) Positlon leg Secretary, Chair, etc) G l A Holman Chaimian Date
CHARITY COMMISSION FOR ENGLANO ANO WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of James Goodman Almshouse Charity On accounts for tho year ended 31 December 2024 Charity no lif any) 200302 Set out on pages I report to the trustees on my examination of the accounts of the above charrty 1.the Trust") for the year ended 3111212024. Rosponsibilities and basis of report As the chanty's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Chanties Act 2011 I'the Act") I report in respect of my examination of the Trust's accounts carned out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515}(bl of ihe Act. Independent I have completed my examination. I confimi that no material matters have oxaminerfs statement come to my attention in connection with the examination which gives me cause to believe that in, any malenal respect.. I have no concems and have come a¢ro$s no other matters in connection with the examination to which attention should be drawn in this report in order lo enable a proper understanding of the accounts lo be reached. Signed: Date: Name: Howard Ashmore Relevant professional qualification{s) or body Ilf any): FCA Address: Godfrey Laws & Co Limited 65 Knowl Piece. Wilbury Way. Hitchin. Hertfordshire SG4 OTY IER Oct 2018
Section B Disclosure Only complete If the examiner needs lo highlight material mallers of concern (see CC32, Independent examination of chartty accounts.. dirertions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. No professional valuation for Freehold properties has been examined. Closing valuation for Freehokl properties is based on the best estimate by the trustees. IER Oct 2018
CHARITY COMMISSION FOR ENGLAND AND WALES Recei tsand ments accounts CC16a 01K)112024 31112r2tr24 To Section A Receipts and payments UnrestTlct•d R8tn¢ie nd• Endowment nd• Tol•l lund• A1 R•¢•l 7j.uo IB,066 41,03S 393 18.171 15.971 17.873 R1 Int•rMI ARJ i•K717 1A707 1X)•3 Sde ol W JO119 S•* olM8G u 524,726 IW7•7 V4•tsr 7.020 4,U2 .1L17 433• l ar h•01 19.C40 19.MO 414 11.979 19,1 219 744 i•.0 SLThJry 744 Bank Sub tot•1 1fy).202 Sub lol•l 05,303 1,058,037 103, 103, 97.21 A6 Cmh fund• lut ymr •nd Cash funds th18 •nd 1413 142,327 10 CCXX R1 ISSI 1411W2025
Section B Statement of assets and liabilities at the end of the period Unrestrbcted fund• lo E Restricted fund# Endowment lund• to nur••tÉ Catègories B1 Ca•h fund• 14Z.327 Total cash fund¥ 141327 Unmtrf¢t•d fundo Restrlcted fund• Endowm•nt fund• Details to nnr•Bt£ 82 Oth•r mon•t•ry a88•ts Fund to tdch Det3115 Cctloptlwll 43V15 FuThJ totl*h Details B4 Au•t• r•taln•d for th• hartty'• own 8.284,399 3.ISB Details 85 U•bllttl SbJned by or trJst888 on bgh8Nofa# truitO85 Signalure Prknt Naff Datè of roval GIAHoknan CCXX R2 ISSI 1411(W2025