Trustees. Annual Report for the period P10d start dats Period end date From 01 01 To 31 12 2025 Section A Reference and administration details Charlty name James Goodman Almshouse Charity Other names charity is known by NIA Registered charity number (If any) Charitys principal addr•8s 11 Goodman Court Cranfield Bedfordshire Postcodo MK43 OWZ Names of the charity trustees who manage the charity Dats8 acted Sf notfor whol• •ar Tru8ts• name Offi¢• {rf any) N•mo of p•rnon (or body) entitt rfan G l A Holman {Chair) J Howe C Shiner J Lloyd J Rust Rosemary Billington Chartie Howe March 2025 onwards March 2025 onwards 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charlty, If any. Ifor example. any ¢ustodlan trustees) Name Dates a¢ted rf not for whole ear NIA TAR Marc* 2012
Names and addresses of advisers (Optional infornmtion) o of adviser Name Address Name of chief executive or namos of genior staff members (opOnal inforniation) Section B Structure, overnance and mana ement Description of the charitys trusts The Charfty Is governed by a Charlty Commission Scheme dated 14th January 1997. Type of goveming document How the charity is constituted The Charlty Is an Unlncorpornted assoclatlon Twstee selection methods Additlonal governance Issues Ioptlonal Inforniatlon) The Trustees have revIed 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 of the properties. To mitigate these risks, the Trust has appointed a clerk who is responsible for advertising for new, qualifying residents as and vthen appropriate", for monitoring the condition and security of the properties,. for advising Ihe Trustee and implementing their decisions. The clerk is also responsible for liaising 1th the Sidents and for reporting any on¢ems. Additionally, residents must be capable of independent living when appointed. Strategically. the prinapal challenge is to ensure that the accommodation provides appropriately for the SlentS needs on an ongoirKJ basis. You may choose to indude additional infomiion, where relevant, about: policies and procedures adopted for the induction and training of trustees- the charity's organisational structure and any vder neOrk which the charity works., lationship wrih any related parties. trustees, consideration of major risks and the system and procedures to manage Section C Ob"ectives and activities The almshouses belonging to the charity and the property occupied therewith shall be appropriated and used for the accommodation of residents in Conformty with the provisions of this scheme. {1) subject to payment of the expenses {2) the trustees may pay for such items13) in exceptional cases the trustees may grant relief to persons otherwise eligikje Summary of thg objects of the charlty set out In Its governing document TAR M8r¢h 2012
Summary ol the maln activities undertaken for the publlc benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance Issued by the Charity CommiJ•ion on public benefit Tho main activities undertaken for the publlc benefit In relation to these objects is aGcomm¢xlallonlhou8ing for elderlylold People. In setting the alm$ and objectlves, and In measuring achievements and performance, the charity has had regard to the Charity Commission's guidance on publlc benefiL The provision of almshouse ac¢ommodation for those in need provides identifiable public benefit which is con$i$tsnt wlth the alms of the trust document Beneficiaries of almshouse accommodation must bè In need. and wlll be drawn from that section of the public whi¢h ha$ bn defined In the Scheme Issued by the Charlty Comml8$10n. Additional details of objectives and activilies (Optional infomiallon) You may ch¢)ose to indude further statements, where relevant, about.. policy on grantmaking., policy programme related investment; contribution made by volunteers. TAR March 2012
Section D Achievements and performance There are twenty three almshouses. The trustees employ a clerk to exercise day to day management who reports to the trustees on a regular basis, and for any further guidance as and when necessary. The general condition ts good, although the eight older almshouses require more maintenance and longer temi improvement. During the year the regular maintenance continued. Further plans are being considered to provide on Stte paIng at one of the older property srtes. As at 31 Dernber 2025, tenty two of the Menty three properties were occupied. Summary of the maln achlevemonts of the charity durlng the year TAR March 2012
Section E Financial review Surplus cash is placed on deposit or invest8d In accumulation shares for the purposes of tho Cyclical Maintenance Fund and Extraordinary Repair Fund. Brlof stat8mont of th• charity's policy on reserves Details of any funds materially In deficit NIA Further flnanclal revlew detalls Ioptional Inforniatlon) You may choose to indude additional information, vthere relevant about: the charity's principal sources of funds (including any fundraising).. how expenditure has supported the key objectrrfes of the charity; investment poli¢y and objectives including any ethical investment wlicy adopted. Section F Other optional information Section G Declaration The truste88 de¢larn that they have approved the tru$tee8' report abov Slgnod on hall of the charlty's trustees Signature1$) Full name(s) Posftlon leg Secretary. Chalr, otc) l A Holman Chaimian TAR March 2012
(HARITY COMMISSION Independent examiner's report on the FOR ENGLAND AND WALES accounts Section A Independent Examinerfs Report Report to the trusteesl members of James Goodman Almshouse Charity On accounts for the year ended 31 December 2025 Charity no (if any> 200302 Sat out on pages I report to the trustees on my examination of the accounts of the above charty {"the Trust'l forthe year ended 3111212025. Responsibilities 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 Charities Ad 2011 ('the Act.). I report in respecl of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act_ Independent I have completed my examinalion. I confimi that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in. any material respect". I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounls lo be reached. Signed: Date: Name: Howard Ashmore Relevant professional ': FCA qualificationls) or body lif any): Address: Godfrey Laws & Co Limited 1 65 Knowl Piece, Wilbury Way. Hitchin, Hertfordshire ', SG4 OTY IER Oct 2018
Section B Disclosure Only complete if the examiner needs to highlight material matters of conrn (see CC32. Independent examination of charity accounts.. directions and guidan 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 Freehold properties is based on the best estimate by the trustees. IER Oct 2018
CHARITY COMMISSION FOR ENGIAIIO AND WALES 2003Q2 Recei tsand ments accounts CC16a 0110112025 31112r225 To Section A Receipts and payments Unrestricted Restricted Endowm•nt Total funds Last y1 Ih• w•v•¥t£ noam¢£ to tPb• toth• #Tr8t£ A1 R•e yidends PTDperty Rent Intwe51 So19releciric 18.971 57,573 1324 1324 279 ARJ 161327 I.767 tabl• . Sg* of W 30119 sa of M&G units 161327 7.519 6,133 1075 17.774 31.831 7.519 6.133 2,075 17.774 31.831 7,025 5,336 1,$82 19,080 19,09Q 219 744 InSun¢9 S Sutth[ gnl and heat Admin wages & (A Rlf5 and mainl8nanc8 Sundry £&wntar¢y 744 150 4759 744 Manawenl fees B8nk 4759 4379 Sub total 61.C•)4 A4 At •nd inVlM•nf Freehdd properbes Sub tolal 73,985 63,303 Net ol rncelptsl(payments) AS Tran¥f•rn bètween funds A6 Cash funds last year end Cash funds thi$ ye•r•nd .342 103, 38,863 142,327 230.669 CCXX R1 a¢ty ISSI 2210712028
Section B Statement of assets and liabilities at the end of the period Unr88trlet•d Restrtcted lunds tund to nMrert£ Eftdovmiont fund# to r1¢ B1 Cash fund8 ).É69 rotsi cash funds Unyv8trI Rostrlct•d Endovffl)•nt fitnds funds funds ton•aro#£ to nMrwt£ Fund knwh Currgnt valug Details B3 Invo8tm•nt a880ts 89,813 Funo *otwh B4 Ass•ts r•tstn•d for th• ¢harlty'8 own lis• 6.6S9,275 Fund Arnourtt d Yhfrn d B5 Llabllltl•8 SvJned by ¢T trustèss on behalf of 811 the twstees Signatu Print Name Dale of roval G l A Holman 17.6V.Z6 CCXX R2 acrounts ISSI 2210712026