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
Tt*al 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•t*Trd Inve$lme
rchases
see 13blo
Pa badt lo co30504814￿1
1167
2.1
AS Tra*5fers 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•¥M*IÈ
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