To
Trustees' Annual Report for the period
Period start date Period end date 1 April 2023 31st March 2024
From
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
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Malcolm Connolly | Chairman | |||
| SallyCrook | ||||
| William Dow | ||||
| Claire O’Brien | ||||
| Mark Ward | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
TAR
May 2020
1
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
Trust Deed
Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted
- (eg. trust, association, company)
Appointed by Trust & FordingbridgeTown Council Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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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
TAR
May 2020
2
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:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
TAR
May 2020
3
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 & doors, rotten woodwork, & general maintenance items. To continue to maintain the communal garden with grass cutting and general garden care. Five year electrical inspection carried out and a number of issues raised and implemented
TAR
May 2020
4
Section E Financial review
The main reserves were transferred from Nationwide Building Society to Brief statement of the Lloyds Bank.
charity’s policy on reserves
Two accounts offering interest were opened with the bank for investment purposes.
General day to day requirements are in a Treasurers Account with Lloyds Bank
Details of any funds materially No funds in deficit in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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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 27th September 2024
TAR
May 2020
5
| Charity Name Quadrant Almshouses |
Charity Name Quadrant Almshouses |
Charity Name Quadrant Almshouses |
No (if any) 202879 |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 1st April 2023 |
To | Period end date 31st March 2024 |
||
| Section A Receipts and payments | |||||
| A1 Receipts 31,270 - - - - - - 31,270 - - Sub total - Total receipts 31,270 A3 Payments 28,514 - - - - - - - - Sub total 28,514 - - Sub total - Total payments 28,514 Net of receipts/(payments) 2,756 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 2,756 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 31,270 - - - - - - - 31,270 - - - 31,270 28,514 - - - - - - - - 28,514 - - - 28,514 2,756 - - 2,756 |
Last year to the nearest £ |
|
| - | 31,270 | 38,395 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 31,270 | 38,395 | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 31,270 | 38,395 | |||
| - | 28,514 | 24,552 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 28,514 | 24,552 | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 28,514 | 24,552 | |||
| - | - | 2,756 | 13,843 | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | 2,756 | 13,843 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Lloyds Bank Details Details Details Signature M. J. Connolly Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 5,523 - - - - - 5,523 - Agreement Error OK to nearest £ to nearest £ 107,499 - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Mr. Malcolm Connolly Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| M. J. Connolly | Mr. Malcolm Connolly | 27.09.2024 | |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report Report to the trustees Charity Name On accounts for the year Charity no ended (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 DD / MM / YYYY .
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 [The charity’s gross income exceeded £250,000 and I am qualified to examiner's statement 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:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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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.
| Signed: Name: |
||
|---|---|---|
Relevant professional qualification(s) or body
Oct 2018
1
IER
(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 .
Oct 2018
2
IER