CHARITY
COMMISSION
Trustees, Annual Report
for the period
llllFJDU
Section A
Reference and administration details
Charity name
YFW HaspiTfL- r)FrHl￿￿Y *ONL)? V i E>FD TII ￿ I ry .
other names the chaflty is known by
Registeied charlty nutnber {il any)
charity's principal address
rp-l t4 Iry Hcjs
HL)
4STW @Is IA
KJOLko
ITP
P05t(ode
Names ol the charity tIUStees who tnanage the charity
Dates acted if not for
whole yeai
Name ot person lor body)
entitled to appoint
trustee (if anvl
Trustee Narne
office (If zny)
LoeD HO ¢4)AÈY> OF
CHAILMAbJ
L&cfLkzoF pèQJ*l.
2KTC¢ OF P4¥L5
IAQJSH C¢JLITr)LIL
£.SHIIP
. Ll CML
M. CALWEL CML
L H()yts4W
.QoSir4S)￿)
10
11
12
13
14
15
16
18
19
20
Names ol the tru51ees loi the charity, il any Iloi example, any custodian tfusteesl
Name
Dates acted il not tor whole year
March 2012
TAR

Section A
Reference and administration details (continued)
Names and addiesses ol advisefs lopliona1 inloimalion
Type ol advisei
Name
Address
Narne ol chief executive 01 name5 01 senior stall members {opllonal inlormatlonl
Seclioft B
Structurert govefnance and managemenl
Type ol goveining document
leg Iiust deed. constitutlon
How the charity is constituted
{eg trust, assoclation, iompanyl
LU£r.
Tiustee selection method5
{eg appolnted by, elected by)
Additional goveinance issues (optional information
You may thoose lo include addilional
Infoimèlion. where relevant, about..
poliiies and piocedures adopted lor the
Induction and training ol trustees,.
the charity'5 0fg3nisalional sliuctuFe and any
wider network with which the chaiily work5..
relationship wilh any related partles,.
Iiustees, consideration ol majof ri5k5 and the
system and procedures to fflanage them.
ILL OF OF MvJiLfHAMPt)h)
CoMK4iSS lob leGo
March 2012
TAR

Section C
Objectives and activilies
Sumrnaiy ol Ihe objects ol the charity set
out in its governing document
acQMoDAroA Èo£L P)oL 61t41
*OfyI￿ 59 s T¢)
Summèry ol the maln activitles
undertaken loi Ihe public benefit in relation
to these objeits Ilnclude within this section
the statutory decSaration that trustee5 have
had regard to Ihe guidance issued by the
chaiity Commission on public benellt)
6L)ILJ)i￿￿ ¥ * To
S IA .
Additi0Tr31 detai15 01 obleitives and activlties lopllonal inlormaison}
You may ch005¢ io include lurihei
stalemenls, where relevani, about..
policy on grantmaking,.
policy programme related investmenl.
contribution made by volunteers.
Section D
Achievements and peTformance
Sumfflary ol the maln athievemenl5 01 the
charity during the year
Co*Jfi QF FA
IIS tECE) L4TIofl ¥ SELVI c£S ) ACUJJSI
sL)￿th Fu LL ocLL>gM5LY FolL- tH
okJirs.
March 2012
TAR

Section E
Financial review
Brlel statement ol the
charity's policy on reseives
ra MA i m4L N+KniJ 4WIAT)
C)P aLMSHo(£kS QECCJt4 M? S
YCU WL)fi
MA fuTh￿s UiT14
A L4)yJ ?￿l￿A￿E￿￿-r￿￿ LOITM IEPAI PS
Details ol any funds materially in delicit
Furthei linaniial revlew detalls lopllon31 Inloimationl
You may choose lo Include addition31
information, where relevant, about..
the chaiily's principal souice5 01 funds
(including any lundralsingl.
how expenditure has SUPPOfled the key
objectives ol the (haiity,.
investment policy and objeitive5 including
any ethical Investment policy adopted.
FLWEJ£ e*A4A I ISLY PkSIWMFS
W Md l CUNTQI PJUT) o ffjs
P7HLI WIT44 14
Q()H()dMY
Section F
Other optional inlofmation
Section G
Declaralion
The trustees declare that they have approved the trustees, repofl above
Signed on behalf ol ihe chailty's trusiees
Signaturelsl
Full name{s}
. P .
Poslllon (eg Seuetafy. Chalr, etc}
Date
FJUUtaE4
TAR
March 2012

ST ATEMENT OF ACCOUNIE
To be Forwarded to Lhe Charity Comtnissii)ner%
in pursuance of Section B
.'Ime ol C.hai'i ly
THE HOSPITAL OF THE HOLY
AND UNDIVIDED TRINITY
Charit v Commission
Reference Number
CASTLE RISINC,
NORFOLK
208358
Pl{?ce
STATEMENT OF ACCOUNT FOR THE YEAR ENDING
31 ￿t. Dee.efflber 2020
Particulars of Trustees
Addres
Dccup<ltion
Lord Howard .Jf Rising
Castle Rising
Lord of the Manor
Lady Hovard
Castle Rising
Revd. Canon l. Riviere
Sandringham
RecLor of the Parish
Mrs. 11. Mackee
Ga ywood
MT-.4. M. Robin50n
C<l.Stle Rising
M. Calver
Roydon
R. shipp
Clayton
Farmer
Kilham
North Wootton
Farmer
Revd. fanon .1. Nash
South Wootton
Rector of North Wootton

DESCRIPTION QF ASSETS
e.scri i)r.io
Name of Ilolder
endeihle
'r)B BaTrk Ic
riub. C.hariLy & Trust
arcc)unl
Bcqlance as at 31st. December 2020
9141.42
TRU£TEFS
Business Instant
Access account
B?lance as at 31st. December 2020
37go.94
TRUSTEES
'on-Expendable
(rpneral
6366 M&C, Chaity Multi-Asset Shares
TRUSTEES
FYtrarJr,4iEJaTV Repair
rund
4025 M&G Charity Multi-Asset
Accumulation Shares
TRUSTEES
c.ycl ica l Mai ntenance
and F.mergency Fuiid
12125 Charibond Income Shares
TRUSTEES
45 Charibond Accumulat ion Shares
RENT CHARGES OR SIMILAR PAYMENTS TO THE CHARITY
DescripiioTJ
Affltnouiit
Froffl whom paytnent
Is received
Annual Cjrantr.
3000. 00
Worshipful Company
of Nercers
Additional (Jrant
(5 years)
15000.00

INCIIYF
Fialan('.pq a_% at 31st. Deceml)pr 201V
nliih. C.har'. t_v & Trijst account
Iliiqi Iip.,q.q Tn8tant. .4c.cess acc.ount
'.ont !"ibutions Erom Ladie
C,ontributions to water rates
I:ranis from Worshipful Cotnpany of Mercers
M8C, Mulii-As.%et Fund dividend
Chari bond dividends
Bank interest
5027.86
8260. 30
30549.60
289.00
18000.00
222.82
354.52
44.72
62748.82
EXPENDITURE
Propert
Water rates
Buil(ling and contents insurance
568.05
2506.52
3074.57
AdministraLion
Rep<1 i rs and renovat ions
Minor repairs
.ycl',ca.l Mciintenance Fund
.xtrdordinaFy Rgpair Fund
Truslee insurance
Honorariulns
cTarrfe￿ expenses
Heating oil
Electricity
'relephone. postage aiid of f ice e% penses
Fire precautions and boil.er expenses
Pest control
1763.88
3793. 76
0000. 00
15000.00
332.64
885.00
1056.00
5788.92
2168.19
335.00
5675.24
461.50
47261.13
Other payments
Alfft8house Association .subscription
Founiler's Day and Qhristrnas gif t
Casli to f loa L
Cash to Responsible Resideni
indow cleanin8
Floor covering No.
Quote frorn Cadent Gas
179.QO
158.J5
150.00
260.00
190.00
329.02
428.40
1694.77
i2030.47
Bank balances as at 31st. DeceThber 2010
Club. Charity & TrusL accounL
Busi ness I nstant Access account
9141.42
3790.94
C)4g62.83
Less uncleared cheques
2214.01
62748.82

I NCOMF, FORECAST ANlI BUIKET FOR 2021
NC,OMF.
BurfgeL
2020
Aci.ual
21120
Bud8et
2021
I'.ranl
,ontri hutirjns including water rates
Jl.vidends
Ilank intere.%t
18000.00
30000.00
300.00
45.00
48405.00
ioooo.oo
58405.00
18000.00
30838. 60
577.34
44.72
60.6
18000.00
31000.00
600.00
10.00
Sale of Shares
ioooo.oo
59610.00
49460.66
F.XPENDITURE
F,xtraordinary Repair Fund
Cycliial Ndintenance Fund
Insurance & water raLes
Renovation
Routi ne mai ntenance
r.Yclical tnainLenance
Professional f ees
f.ounci l Tax
Honora r'iurn.
Trust èes, in.%urance
Cjardener and garden expenses
Fuel and Electricity
Boiler serv ice and maint.enance
Stationery, Postage. Telephone & Motor
Fire precautions
Pest cop.trol
fundries
f.ash to Eloat
i(x)00. 00
2500.00
4000. 00
ioooo.00
7500.00
4000.00
iooo.00
15000.00
ioooo.00
3074. 57
176J.88
3793.76
5000.00
5000.00
3200.00
20000.00
2500.00
2500.00
1000.00
885.00
350.00
1750.00
l4000.00
750.00
350.00
550.00
550.00
550.00
885.00
332.04
1056.f)O
7957.11
5394. 24
885.00
340.00
1750.00
9000. 00
2000.00
335.00
300.00
500.00
1600.00
200.00
56110.00
282.00
461.50
1544.77
150.00
52030.47
59335.00
XCEPTIONAL COSTS
Excep t ional costs
Woodworrn trearment
2.500
4000.00
2500.Cx)
4000.00
65835.00
52030.47
02610.00

TRUSTEES, CER TIFICATE
niiri ng rhe year the Hospital of rhe Holy aiid un(li v ided Trinity at
a.%tle Rising in the count.y of Norfolk provided circommodation for
sp￿nSterS and widows in need as set out in the Dped of the
Founder
Henry Howard, Earl of Northampton.
I/We certify that the foregoin8 Statement of Account is correct.
IAi/L
This Statement of Account is Eorwarded by
Richard C.F. Waite. R.I.B.A.
A.A.B.C.
Dip. Arch
(Leics)
Hon. Clerk to the Trustees.
34. Bridge Street
King's LynR,
Norfolk.
PE30 SAB


## **Independent examiner's report on the accounts** 

**Section A                        Independent Examiner’s Report** 

**Report to the trustees/** THE HOSPITAL OF THE HOLY AND UNDIVIDED TRINITY AT CASTLE **members of** RISING **On accounts for the year** 31 DECEMBER 2020 **Charity no** 208358 **ended (if any) Set out on pages** 1 to 5 

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31 December 2020** . 

**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** I am qualified to undertake the examination by being a qualified member of **examiner's statement** The Institute of Chartered Accountants in England and Wales. 

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

- accounting records were not kept in accordance with section 130 of the Act or 

- the accounts do not accord with the accounting 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. 

**Date:** 25[th] October 2021 **Signed: Name:** THOMAS FALKNER ACA ACCA BFP MAAT **Relevant professional** QUALIFIED MEMBER OF THE INSTITUTE OF CHARTERED **qualification(s) or body** ACCOUNTANTS IN ENGLAND AND WALES (ICAEW) **(if any): Address:**[C/O WICKSTEED LEISURE LIMITED, DIGBY STREET, KETTERING, ] NORTHAMPTONSHIRE, NN16 8YJ 

**Oct 2018** 

**IER** 

1 



## **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** 

**IER** 

2 

