| ObiectivesandActiviti | es | es | |
|---|---|---|---|
| SORPreference | |||
| Summary ofthepurposesof | Para1.17 | 'Almshousesforpoor mernbers of the | |
| thecharity as setoutinits | congregationmeetingforreligiousworship | ||
| governing docurnent | at Christchurch. Ontheoccasion ofa | ||
| vacancyforanalmspersonifthereisno | |||
| suitableapplicant thetrusteesmay appoint | |||
| a poorpersonwhoatthetime of | |||
| appointmentisamember of a congregation | |||
| ofProtestant Dissenters meetingfor | |||
| religiousworshipat anychapelinornear | |||
| Hitchin' | |||
| Summaryofthemain activitiesin relationtothose |
Para1. and1.1 |
17I | Provision of4 singleoccupancy Almshouses tooffer affordable housingfor |
| purposes forthepublic | firstly:people inneedbe[snging to | ||
| benefit,inpafiicular,the | ChristchurchMethodist/URc Churchin | ||
| activities, projects or | Hitchin, secondly tothosevuorshippingin | ||
| servicesidentifiedinthe | other ChurcheswithinandaroundHitchin, | ||
| accounts. | and thirdlyfor anyneedy residentofHitchin | ||
| Statement confirming | Para1.18 | TheTrusteesconfirm thattheyhavehad | |
| whether thetrusteeshave | regard totheCharity Commission guidance | ||
| had regard totheguidance | onpublic benefit | ||
| issuedbytheCharity | |||
| Commissionon public | |||
| benefit |
| Statement confirming whether thetrusteeshave had regard totheguidance issuedbytheCharity Commissionon public benefit Para1.18 |
Statement confirming whether thetrusteeshave had regard totheguidance issuedbytheCharity Commissionon public benefit Para1.18 |
TheTrusteesconfir regard totheCharity onpublic benefit |
|---|---|---|
| Additional information{optional} You Ch |
whererelevantabout: | |
| SORP | ||
| reference | ||
| Policy ongrantmaking | Para1.38 | |
| Policy on social investment | ||
| including prograrn related | Para1.38 | |
| investment | ||
| Contributionmadeby | Para1.38 | |
| volunteers | ||
| Other |
| SORPreference | ||
|---|---|---|
| Summaryofthemain | Para1,20 | ThreeAlmshouseswerefullyoccupied |
| achievementsofthecharity, | duringthe entirereportingperiod. A | |
| identifyingthedifference the | vacancy wassuccessfullyfilled infinewith | |
| charity's workhas made to | therequirements oftheGoverning | |
| thecircumstancesofits | Document | |
| beneficiaries and anywider | All theproperties are subjecttoregular | |
| benefitstosocietyasa | oversightandongoing maintenance. | |
| whole. | Essential repairsandimprovementssetout | |
| inquinguennial inspectionshave been | ||
| carriedout.Afullrefurbishmentofthe front | ||
| paving andfrontand rear gardens was | ||
| completed. Thevacantproperty was | ||
| redecorated and other essentialwork | ||
| undertakenprior tothe newresident taking | ||
| up occupancy | ||
| Wehave been evaluatingthepossibilityof | ||
| installingsolarpanels. |
| Additional informatlon(optional) | Additional informatlon(optional) |
|---|---|
| You choosetoincludefurtherstatementswhererelevant about: |
|
| Achievementsagainst | Para1.41 |
| objectives set | |
| Performance offundraisi ng | Para1.41 |
| activities against objectives | |
| set | |
| Investment performance | |
| against objectives | |
| Para1.41 | |
| Other |
| FinancialReview | ||
|---|---|---|
| Review ofthecharity's | Para1,21 | The Charityissolventand has sufficient |
| financialpositionattheend | fundsin reserves | |
| oftheperiod | ||
| Statement explaining the | Para1.22 | lnaccordancewiththe Almshouse |
| policyforholding reserves | AssociationrecommendationstheCharity | |
| statingwhy they areheld | holdsreservesfor CyclicalRepairsand | |
| Emergency Repairs | ||
| Amount ofreservesheld | Para1.22 | 8154,040 |
| Reasonsforholding zero | Para 1.22 | Not applicable |
| reserves | ||
| Details offundmateriallyin | Para1.24 | Not applicable |
| deficit | ||
| Explanation of any | Para1.23 | Currentlythere areno uncertainties about |
| uncertainties about the | theCharity continuing as a going concern | |
| charity continuing as a going | ||
| concern | ||
| Additional information(optional) | ||
| You choosetoincludefurtherstatements |
where relevantabout: | |
| The charity'sprincipal | Para1.47 | The Charity'smainsourceoffundsare the |
| sources offunds(including | weeklymaintenancecontributionspaidby | |
| any fundraising) | theresidents,ltalso received a substantial | |
| bequest duringthe year | ||
| Investment policyand | Para1.46 | |
| objectivesincluding any | ||
| socialinvestmentpolicy | ||
| adopted | ||
| Adescription oftheprincipal | Para1.46 | |
| risksfacing thecharity |
| Description of charity's | ||
|---|---|---|
| trusts: | ||
| Typeof governing document | Para1.25 | Trust deed. CharityCommission Scheme |
| sealed on6thApril1971andamendedon | ||
| 1sthMay1972 | ||
| Howisthecharity | Para1.25 | Unincorporated |
| constituted? | ||
| ,, | ||
| ,i | ||
| Trustee selectionmethods | Para1.25 | Selectionoftrusteesin accordance with |
| includingdetails ofany | governing document | |
| constitutionalprovisionse.g. | ||
| electiontopostornameof | ||
| anypersonorbody entitled | ||
| toappoint one or more | ||
| trustees |
| includingdetails ofany constitutionalprovisionse.g. electiontopostornameof anypersonorbody entitled toappoint one or more trustees governing document |
includingdetails ofany constitutionalprovisionse.g. electiontopostornameof anypersonorbody entitled toappoint one or more trustees governing document |
|---|---|
| Additional information(optional) | |
| You choosetoinclude |
statementswhererelevant about: |
| Policiesandprocedures | Para1.51 |
| adopted fortheinduction | |
| andtrainingoftrustees | |
| The charity'sorganisational | |
| structureand anywider | Para1.51 |
| networkwithwhich the | |
| charity works | |
| Relationshipwith anyrelated | Para1.51 |
| parties | |
| Other |
| Referenceand Admini | strative details |
|---|---|
| Charityname | Simpson's Alrnshouses |
| Othernamethe charityuses | |
| Registered charity number | 205950 |
| Charity'sprincipal address | Office Address: |
| 93,WestHill | |
| Hitchin | |
| Hertfordshire | |
| SGs2HX |
| me | sof the charity trust | eeswhomanageth | e charity | |
|---|---|---|---|---|
| Trusteename | Office (ifany) | Datesactedifnot for whole year |
Nameof person (or body) entitled to appoint trustee (ifany) |
|
| Pauline Edwards | Trusteesare appointed ata | |||
| quoratemeetingofthe | ||||
| 1 | Trustee body,having been | |||
| givenappropriatenotice | ||||
| 2 | VicEvans | Treasurer | Existing Trustee Treasureralf2lAZl22 |
|
| 3 | JohnBrooksbank | |||
| 4 | Roger de Ste Croix | Chair | ||
| 5 | Don Spivey | |||
| 6 | BernardHiggs | |||
| 7 | JackieHamilton | |||
| I | JacquiHamilton | |||
| I | Peter Trussell | |||
| 10 | ||||
| 11 | Elizabeth Burton | Ex -Treasurer | 1t01t22-2t02t22 | |
| 12 | ||||
| 13 | ||||
| 14 | ||||
| 15 | ||||
| 16 | ||||
| 17 | ||||
| 18 | ||||
| 19 | ||||
| 2A |
| ameoftrusteesholdi | ng titletoproperty belongingto thech |
|---|---|
| Trusteename | Datesactedifnot for wholeyear |
| None |
| Funds heldascustodian trustees onbehalfof others | Funds heldascustodian trustees onbehalfof others |
|---|---|
| Descriptionoftheassets | None |
| held inthiscapacity | |
| Name andobjectsofthe | Not applicable |
| charity onwhosebehalf the | |
| assetsareheldandhow this | |
| fallswithin thecustodian | |
| charity'sobjects | |
| Detailsofarrangementsfor | NotApplicable |
| safe custodyand | |
| segregationof such assets | |
| fromthe charity'sown | |
| assets |
| $igned onbehalf ofthe | charity's trustees | ||
|---|---|---|---|
| $ignature{s} | K'$fuffitu*...L | $/fu-k | |
| Fullnarne{s} | Lcr.saQwtr-.$srr\cka*cQch( | v | |
| Positionteg Secretary, Chair, etc) |
c c.-- |
ftUr"ii{E-iE, | |
| Date | \s |
SIMPSON'S ALMSHOUSES - STATEMENT OF ACCOUNTS
For 12 months ending 31st December 2022
| 1) General Fund RECEIPTS ResidentsWMC M&G Prayer Gr COIF Rent Land CRF ERF Res Ins Repay Legacy - Majorie Wood TOTAL INCOME PAYMENTS Insurance Water Rates Lych Gate Lighting TV Licence Other Work and Repairs Horizon Maintenance & Repairs Annual Transfer to Cyclical Maintenance Fund Annual Transfer to Extraordinary Repair Fund Payments made on behalf of Residents Council Tax and Electrity on Empty House Other Expenses Loss realised on investments TOTAL EXPENDITURE General Reserves: Net receipts for Year ADD Balance b/f 1st January BALANCE 31ST DECEMBER |
2022 22,774.00 0.00 0.00 0.00 25.00 0.00 0.00 41.64 25,499.84 48,340.48 665.59 571.77 249.59 15.00 720.00 1,824.29 4,016.00 7,125.00 0.00 0.00 220.81 6,489.36 21,897.41 26,443.07 53,200.79 79,643.86 |
2021 20,175.00 39.50 0.00 0.00 25.00 0.00 0.00 104.17 0.00 20,343.67 679.13 841.16 109.41 15.00 815.00 680.68 3,416.00 5,300.00 0.00 0.00 46.43 0.00 11,902.81 8,440.86 44,759.93 53,200.79 |
|---|---|---|
Book 1 Payments,Inc SOA
STATEMENT OF A/Cs
| 2) Cyclical Maintenance Fund Balance Brought Forward Annual Transfers from Revenue Recommended amount per dwelling £1,004.00 Quinquennial payments made Balance Carried Forward Reserves made up of: General Reserves Cyclical Maintenance Fund TOTAL RESERVES Represented by: Barclays Current Account Marjorie Wood Account Cost of COIF Charities Fixed Interest Fund accumulation units Cost of COIF Accumulation units Accrua;s/Receivables check COIF Charities Fixed Interest Fund accumulation units Cost of Units b/fd Units purchased during year Units disposed of during year - proceeds Units disposed of during year - Profit/(Loss) Cost of Units c/fd Units b/fd Added during year Disposed of during year Units c/fd |
9,996.28 4,016.00 (3,505.72) 10,506.56 79,643.86 10,506.56 90,150.42 13,785.93 25,021.84 0.00 50,859.65 483.00 90,150.42 0.00 52,599.01 0.00 (46,109.65) (6,489.36) 0.00 5,705.43 0.00 (5,705.43) 0.00 |
22,707.47 3,416.00 (16,127.19) 9,996.28 53,200.79 9,996.28 63,197.07 10,115.06 0.00 52,599.01 0.00 483.00 63,197.07 0.00 48,899.01 3,700.00 0.00 0.00 52,599.01 5,314.37 391.06 0.00 5,705.43 |
|---|---|---|
Book 1 Payments,Inc SOA
STATEMENT OF A/Cs
| Mid Market price at 31st December Value COIF Accumulation units Cost of Units b/fd Units purchased during year Units disposed of during year Cost of Units c/fd Units b/fd Added during year Disposed of during year Units c/fd Mid Market price at 31st December Value 3) Emergency Repair Fund Cost of Units b/fd Units purchased during year Units disposed of during year Cost of Units c/fd Assets Held: No 1 ERF 24002711 No 2 N Fields 24002712 No 3 M Carter 24002713 TOTAL |
Units 807.918 2,885.00 1.358 5.30 20.546 79.99 829.822 2,970.29 Interest Added |
0.00 0.00 0.00 50,859.65 0.00 50,859.65 0.00 232.30 0.00 232.30 22,038.78 51,196.09 56,765.01 7,125.00 0.00 63,890.01 Price £105.531 £105.531 £105.531 |
932.11 53,180.88 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 51,465.01 5,300.00 0.00 56,765.01 Value 31/12/2022 85,260.31 Last year - 741.093 units 143.31 . 2,168.24 87,571.86 |
|
|---|---|---|---|---|
Interest totalling £2,970 (compared with £2,248) was not distributed, is retained in the fund and reflected in the price of the units.
Book 1 Payments,Inc SOA
STATEMENT OF A/Cs