2024-12-31-accounts

UFFORD CHARITIES NON-ECCLESIASTICAL Report and Accounts for Year Ending 31st December 2024 UK Registered Charity Number 207617 Version.. V FINAL

Ufford Charities Non-Ecclesiastical Report and Financial Statements Year ended 31 December 2024

Contents	Page
Trustees’ Annual Report	3
Receipts and Payments	7
Assets and Liabilities	8
Notes to the accounts	9
Independent Examiners Report	10

P a g e | 2

Version: V Final

Ufford Charities Non-Ecclesiastical Trustees, Annual Report For the year ended 31 December 2024 Registered charity number: 207617 Charity's principal address.. Manor Farm Hollesley Woodbridge Suffolk IP12 3NB Trustea8 The Trustees who served during the year a￿. Mr A Dennis (Resign on 7th August 2024) Mr S Mayhew Mr H Osbome Mr V Smith {Appointed on 17th September 2024) Mr A Thomas Mrs S Wnght Clork to tha Tru8taO8 Mrs J Hallett Bankern Lloyds Bank PIC 8 Thoroughfare, Woodbridge, Sufft)Ik IP12 1AF Investment Managorn CCLA Senator House, 85 Queen Victoria Street, London EC4V 4ET Independont Examiner Mrs H Rumsey, Ensors Accountsnts LLP, cOnne￿On$, 159 Princes Street. Ipswich IP1 1QJ Version.. V FINAL

Ufford Charities Non~Ecclesiastical Trustees, Annual Report (continued) For the year ended 31 December 2024 HISTORY, STRUCTURE AND MANAGLMLN I During the years 1638 to 1703 ￿rtain charits'es were founded for the benefit of the Parish of Ufford, Nr. Woodbridge, Suffolk. There were five in number.. John Sayer Woods Hosprtal Thomas Mills Ballett (Ballett's Gift) The Town Estate In June 1900 the trustees for these charits'es made an applica￿'on to the Board of Charity Commissioners for an established scheme for future regulation of the charities The scheme was made and sealed on 26th April 1901. The purpose of this amendment was to amalgamate various small Gharities so that they were governed by one body of Trustees. There have been three amendments to the Trust Deed.. 12th April 1935, 15th July 1941, and 301h October 1959, however, the schome is substanbally the same today as it was when originally sealed. The five chanties became three.. Town Estate, The Ecdesiastical Charity, and The Non-Ecclesiastical Chariti'es. The Town Estate Chanty is considered the 'parent body, of the three Chanty's and the Ecclesiasb'cal and Non-Ecclesiastscal the 'child' charities. The Non-Ecclesiasts'cal Charities are managed by a body of five Trustees and administered by a Clerk. The Trustees of the Non-Ecdesiastical Charitses consist of the Representative Estate Trustees (being appointed by the Parish Council of Ufford} and the Co- optative Trustees (being persons residing or carrying on business in Ufford appointed by the other Town Estate Trustees) from the Town Estate Chanty. The Non-Ecclesiastical Charities is dtwded into two'Branches': The Almshouse Branch and the Public Purposes Branch. Version.. V FINAL

AIMS AND OBJECTIVES The main funcbons of the Non-Ecdesiastical Trustees are: 1. To appoint, monitor and liaise with Almspeople. 2. To manage and keep in repair the Amshouses funded by 50OA of the distributs'on received from the Town Estate Charity together wrth other investment income and Maintenan￿ contributions and monies from the Public Purposes Fund. where appropriate. 3. To manage th8 Public Purposes Fund. funded by any remainder of the 50% distribub'on received from the Town Estate Charity ACHIEVEMENTS AND NOTABLE EVENTS IN 2024 During 2024 the following objectives were achieved (or events occurred).. a) Complebon of the project to refurbish the Almshouses and holding of a public Open Day bl Welcoming of new Almsperson. Mr Ray Vvhitehand. on 3rd June 2024 c) Setting the Monthly Maintenance Contnbub'ons at appropriate levels and linking to social rent for future increases dl Updatsng the resident's handbook el Resignation of Mr Andrew Dennis and appointment of Mr Vincent Smith as Trustee OBJECTIVES FOR 2025 The objects'ves for 2025 are. al To consider the Chanty's status {currendy unincorporated) b) To review opportunrties to use the distrbution from the Public Purposes Fund for otrter purposes than Njmshouse maintenance (as defined in the 1901 scheme) Ver$￿Tr: V FINAL

FINANCIAL REPORT After charging all costs there was a cash defiat of £26,268 (2023: cash surplus of £11,881) This is due to funds being used to complete the ￿furbIShMent project. The value of the investment portfolio increased by £5,634 due to gains in investment value and a repayment of £2,167 to the portfolio. PUBLIC BENEFIT The Trustees have given due considerats'on to The Charity Commission published guidance on the operation of Public Benefit requirements when considenng the charity's objectives and acts'vibes. RESERVES At the balance sheet date, free reseNes stood at £19.998. £13k was moved to CCLA in early 2025 arKI will be a cash reserves. We will intend to keep at least £6k current account balance each year, plus. we have rna1ntenan￿ reserves in the ERF. Approved by the Truste68 and 8lgned on th•lr behalf: alr Dats Ver5ion'. V FINAL

Ufford Charities Non-Ecclesiastical Receipts and payments For the year ended 31 December 2024 CHARITY COMMISSION FOR ENGIAND AND WALE X)7817 Receipts and payments accounts CC16a For th¢ ppiiod 01￿1?)24 To 31i12Q024 Section A Receipts and payments Unresirithd funds R•$th¢tsd lunds Endowm•nt funds Total lunds La#t y•4r Al Reeel 14$ iJo.•Jo Sub Iot41{GrtMS Arrtx¥n¢ .7 A2 Ass•t ind InvMtm•ht8•1• i• tablq ERFFurd cCLAl1281J￿￿> Jo 170JSI Ttal r•c•lMs 2K100 A3Pa •nt5 1,1Ql 1.705 Trw•ter ERF 111744 10,1 7,D75 10.1>) 130 Sub total 244Jfl A4 Ass•tTrd Inve$lme rchases see 13blo Pa badt lo co30504814￿1 1167 2.1 AS Tra5fers befv•een lundk A8 eash lund5 lastyear Ènd 26318 11.￿0 Version.. V FINAL

Ufford Charities Non-Ecclesiastical Assets and Liabilities As of 31 December 2024 Section B Statement of assets and liabilities at the end of the period Vnrestrf¢t¢d fund¥ toD•4r•£ Endowment fund$ tofft••t£ uetaii nds Bl Ca•h fund• 13. R••trt¢l•d Erthm•tht ndb lund• r•¥MIÈ Fthj ty) D•tal 1Sa.•11 CCUICOXW47TJ Detslls ••wtb• B4 NM•ts rotaknod fvr th• charlly's ovm u8• Detal BS CCLAw*th11l￿o 130 Approved and athh I￿Ue by the Truslees rm 4th Juty 2025 and swJne(l on their behalf by.. Signal re Print Vetsion: V RNAL

Ufford Charities Non-Ecclesiastical Notes to the accounts For the year ended 31 December 2024 1. Charity infomiation - The Charty is unincorporated and registered with the Charity Commission (registered number 207617) and is domialed in the UK and is a public benefit entity. 2. The principal accounts'ng policies adopted, and critical areas ofjudgements are as follows.. The accounts have been prepared on a receipts and payments basis in accordance with the Charities Act 2011 3. Income is inclLKled in the accounts on a reL2ived basis. 4. Listed Investments are valued at market value at the year end. 5. The Charity owns tsvo Aimshouses in the village of Ufford. These propèrties were professionally revalued in August 2024, where the total Freehold value with vacant possession was given as £840,cM)0.￿. Version.. V FINAL

UFFORD CHARITIES (NON-ECCLESIASTICAL CHARITIES)

INDEPENDENT EXAMINER’S REPORT

I report to the trustees on my examination of the accounts of Ufford Charities (Non-Ecclesiastical Charities) (the Charity) for the year ended 31 December 2024.

Responsibilities and basis of report

As the trustees of the Charity, 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 Charity’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

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

• i. accounting records were not kept in respect of the Charity as required by section 130 of the Act; or

• ii. the accounts do not accord with those records.

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.

Helen Rumsey FCA Ensors Accountants LLP

Member of the Institute of Chartered Accountants in England and Wales

Connexions 159 Princes Street Ipswich Suffolk, IP1 1QJ

Dated: 7 July 2025