## **Trustees' Annual Report for the period**
Period start date Period end date 1 April 2020 31st March 2021
**From**
**To**
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 202879
Quadrant Almshouses
**Charity's principal address** 43 Jubilee Road Fordingbridge Hampshire **Postcode SP6 1DP**
## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||William Dow|Chairman|||
||Malcolm Connolly|||Fordingbridge Town Council|
||SallyCrook||||
||Sue Fuller||||
||Claire O’Brien||||
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
30[th] April 2021
**TAR**
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
Trust Deed
- (eg. trust deed, constitution)
How the charity is constituted
Trust
- (eg. trust, association, company)
Appointed by Trust & Town Council Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
The object of the charity shall be to relieve either generally or individually persons resident in the parishes of Fordingbridge, Godshill, Hyde and Sandleheath who are in conditions of need, hardship or distress
30[th] April 2021
**TAR**
To provide almshouse accommodation to those already in rented accommodation and over the age of 65 years of age
**Summary of the main activities undertaken for the public 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 Commission on public benefit)**
**Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
30[th] April 2021
**TAR**
## Section D Achievements and performance
To continue to maintain the almshouses through either electrical or **Summary of the main** plumbing requirements during the year. **achievements of the charity** To maintain the exterior of the almshouses where necessary by replacing **during the year** faulty UPVC windows, rotten woodwork, & general maintenance items. To continue to maintain the communal garden with grass cutting and general garden care. At Christmas 2020 one resident moved into a nursing home so the entire almshouse was redecorated, and electrical inspection carried out. In early 2021 one resident moved from an upstair almshouse into this redecorated almshouse. In December 2020 one resident died after having occupied the almshouse for seventeen years. This person had been a smoker so extensive work had to be carried out to the almshouse before redecoration. Complete electrical inspection, new storage heaters, and new cupboard fronts to kitchen. This almshouse has not been re-let at time of writing.
In March 2021 work commenced on the complete overhaul of the roof.
30[th] April 2021
**TAR**
## **Section E Financial review**
The main reserves are held in a building society soon to be changed as **Brief statement of the** the building society account is to be closed **charity’s policy on reserves** General day to day requirements are in a bank account
**Details of any funds materially in deficit**
No funds in deficit
## **Further financial review details (Optional information)**
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 policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
## **Signature(s)**
_H. P. Tague_
**Full name(s)** Helen Patricia Tague **Position (eg Secretary, Chair,** Clerk to the Trustees **etc) Date** 30th April 2021
30[th] April 2021
**TAR**
**----- Start of picture text -----**
Charity Name No (if any)
Quadrant Almshouses 202879
Receipts and payments accounts
For the period Period start date Period end date
To
from 1st April 2020 31st March 2021
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
42,524 - - 42,524
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
42,524 - - 42,524
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 42,524 - - 42,524
A3 Payments
30,897 - - 30,897
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 30,897 ] - - 30,897
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 30,897 - - 30,897
Net of receipts/(payments) 11,627 - - 11,627
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 11,627 - - 11,627
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**||**_Total cash funds_**|**to nearest £**
**11,627**
**-**
**-**
**11,627**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))||OK|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**
Nationwide|Building Society|**to nearest £**
**131,841**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
||W. H. Dow||Mr. W|H Dow||
**----- Start of picture text -----**
CC16a
**----- End of picture text -----**
**Last year**
## **to the nearest £**
**43,446 - - - - - - - 43,446**
**43,446**
**21,197 - - - - - - - - 21,197**
**21,197 22,249 - - 22,249**
## **Endowment funds**
**to nearest £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional) - - - - -**
**Current value (optional) - - - - - - - - - When due (optional)**
Date of approval
15.10.21
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the** harity Name Quadrant Almshouses **trustees/ members of**
31[st] March 2021 **On accounts for the year ended**
**Charity** 202879 **no (if any)**
**Set out on pages**
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2021
## **Responsibilities and basis of report**
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried 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 145(5)(b) of the Act.
## **Independent examiner's statement**
- [The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of
[insert name of applicable listed body]]. _Delete_ [ ] _if not applicable._
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns 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 accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
**Date:**
**Signed:**
1
**June 2021**
**IER**
**Name:**
## **Relevant professional qualification(s) or body (if any):**
## **Address:**
## **Section B Disclosure**
Only complete if the 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 examiner wishes to disclose** .
2
**June 2021**
**IER**
IER
June 2021