## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year 01 01 22 31 12 22 **From To** ## Section A Reference and administration details **Charity name** The Hospital of the Holy and Undivided Trinity at Castle Rising **Other names charity is known by** **Registered charity number (if any)** 208358 **Charity's principal address** Trinity Hospital Old Hunstanton Road Castle Rising Norfolk **Postcode PE316DZ** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if**
**not for whole**
**year**|**Name of person (or body) entitled to**
**appoint trustee (if any)**| |---|---|---|---|---| ||The Lord Howard of Rising|Chairman||Ex Officio Lord of the Manor| ||Rev Canon Jonathan Riviere|||Rector of the Parish Castle Rising| ||Rev Canon James Nash|||Rector of the Parish North Wootton| ||R Shipp (Mr)|Treasurer||Parish Council Castle Rising| ||H Mackee(Mrs)|||Parish Council Castle Rising| ||S Kilham(Mr)|||Parish Council North Wootton| ||M Calver(Mr)|||Parish Council Roydon| ||LadyM C Howard|||Trustees| ||M Robinson(Mrs)|||Trustees| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**
**Address**|**Name**
**Address**| |---|---|---| |**Clerk to the Trustees**|Richard Waite|34 Bridge Street Kings Lynn PE30 5AB| |||| |||| |||| **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document (eg. trust deed, constitution)[Will and Charity Commission Scheme] How the charity is constituted (eg. trust, association, company)[Trust] Trustee selection methods (eg. appointed by, elected by)[Ex officio, Parish Council & Trustee appointment ] ## **Additional governance issues (Optional information)** You **may choose** to include Will of Earl of Northampton – Henry Howard 1614 additional information, where relevant, about: - Charity Commission Scheme 1960 as amended 2002 - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - 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** Provide accommodation for poor single women over age 55: amended to be women in need March **2012** **TAR** 2 Manage the Buildings, accommodation, and funds for the benefit of the residents and maintaining the buildings in good order **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: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main** Continued maintenance of fabric, its decoration and services. **achievements of the charity** Continued wall repairs, damp resolution, replastering, roof, wall, window **during the year** and drain repairs. Continued maintenance of grounds. Bat conservancy. Ensuring full occupancy of all 6 Units March **2012** **TAR** 4 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** Maintain the National Association of Alms-houses recommended funds for emergency, cyclical, and routine maintenance. Placing funds in low risk investments to prepare for and deal with repairs ## **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: Income is mainly from residents weekly maintenance contributions together with continued Mercers Company Grants - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - 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)** **Full name(s)** Richard C F Waite **Position (eg Secretary, Chair,** Clerk to the Trustees **etc) Date** 30.10.23 March **2012** **TAR** 5 CHARITY COMMISSION FOR ENGLAND AND WALES Tho Ho8piial OITho HolyAnd Undlvkjgd Trlnmy at Ca•tl• Rl8lng 208358 Receipts and payments accounts CC16a For the ￿riod from 0110112Q22 31112r2022 ro Section A Receipts and ments Unrestri¢tsd fund8 R*8trkted fund8 Endowmentfunds Totsl fund• L¥¥tygar lolho n4ar•rt toth• nureJt£ Al Recel Gran Cthtnbuiiong Dividènd$ B&nk irnore81 Al￿￿ Box Hori Ma to Dea￿1£ 18.000 J1,134 612 18, 31.t¥4 612 18,Mo 28,705 31 HL4YArdTru81 1NJ ifjo Sub total(Gmss income lorAR) A2 A¥i8t and InY•stm•nt 8ale5, 47 Of Shar•8 20,00 Sub total Total recwpts A3 Payments In$urance ter Rates Coundl T*x enov8bon8 aintenance 2.814 2fy$ 73 2,682 137 418 J3 ProlesswJDai Fees Fh)noranums Tlusiee Insuiarte Gardwer • ¥nd leGtrioty ervi￿ an 1.770 408 xpen fl,Jl9 2111 almgnance 210 Fire PiocautsDns ery. Postage Bnd Teigphts CDnlr 335 61 625 e26 ajh io Sub total A4 As8Ot and Investment purch•$os,(8￿ table) Sub total 144 •t of r￿•1P￿{PaY￿￿rttsj AS Tran8ieY• be￿$&￿ fund• A6 Ca8h fund8 last year enli Cash funds thls y￿r end 7A¥ 743 Section B Statement of assets and liabilities at the end of the period ' Unr•8trfthd Ivnd R•8trlctsd fvnd8 Endowmen¢ fund8 Ca￿orieS CCXX R1 accounts ISSI OetaFIs 2210812023 Unre8trl¢t•d funds to no•r•Jt É Cate ories R•8trl¢tsd fund$,, Endowment funds l Detalls oar•8t£ 81 Cash funds hart￿A￿nI 7,42B T$8 In8iantAWsA￿nt Tot•1 cash lunds law•abAWKxsvAthrKdpi88ndpwmentsl acthu Unrestrlet•d l Rg8trl¢ted fund• funds Endowment fund$ Detai18 to n••wi£ to n•arMt£ to nwaro•t£ B2 Oth•r monetary assets Details 4025 M&G C￿bOnd &r￿m0 Unit8 ' Fund towhkh ai••t bolon Colt loptknn•ll B3 Invostmont assets nal Maintenartce and Emergency Fvnd Cydical Mainlen8nce arKI Emèrgency Fund ExtraDrdinary Repalr Fund Extratydinary Repa Fund Gow 45 M&G cfwity A886tAc(¥JrnulaOon Unms ¢hwpbond Irwme Units 2378 M&G Chanty Mulli Un5 45288 M&G ¢h8tity MuMA99etA¢eumuk tAwmull8ti uDd 82e6M&G Ch*ty mu￿ Atsget Inwme Unrfs Gen￿ Fund Detalls Funti to whlch a8•* 1 Cost{opUon•ll Curr￿tt v•lu• on B4 A$¥ets retalned for the charfty's own us• Fundto whlch l￿bIl￿ r8lai8ts Oetails Amount du• (Wlonall 85 Llabllltl•s Iop¢4onall Signed by one orts¥o trustè8& on bgh¥ff of •ll the Irust88S nature Print Mam8 Data of 8pproval s.P.￿lIe￿££ zs CCXX R2 a¢Gounts ISS) 2210812023 CHARITY COMMISSION, Independent examiner's FOR ENGLAND AND WALES report on the accounts Section A Indopendent Examlner's Report Report to the trustsesl , The Hospital Of The Hoty And Undivided Trinity At Castle Rising members of '. On accounts for thè year ended 31st December 2022 Charity no (if any 208358 Sot out on pages One to Five I report to the trustées on my examination of the accounts of the above charity (°the Trust.) for the year ended 31st De￿rnber 2022. Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation of basis of report the accounts in accordan￿ with the requirements of the Charities Act 2011 ("the AGt'). 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 the applicable Directions given by the Charity Commission under section 145(5}{b) of the Act. 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 Independent examiner's Statement I have no COn￿rnS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Date: 22nd August 2023 Name: Neil Kirby R•l•vant prof•&s•lonal | FCA quallficationlsl or body ' (If any): Address: Heathlands, Ashwicken Road, Kings Lynn, Norfolk, PE32 1 LJ IER October 2018 Section B Disclosure Only complete if the examiner needs to highlight matters of conGem (see CC32, Independent examination of charity accounts.. directions and guidan for examiners). Glve here brief detalls of any Items that the examlner wishes to disclose. IER October 2018 CHARITY COMMISSION FOR ENGLAND AND WALES Tho Ho8piial OITho HolyAnd Undlvkjgd Trlnmy at Ca•tl• Rl8lng 208358 Receipts and payments accounts CC16a For the ￿riod from 0110112Q22 31112r2022 ro Section A Receipts and ments Unrestri¢tsd fund8 R*8trkted fund8 Endowmentfunds Totsl fund• L¥¥tygar lolho n4ar•rt toth• nureJt£ Al Recel Gran Cthtnbuiiong Dividènd$ B&nk irnore81 Al￿￿ Box Hori Ma to Dea￿1£ 18.000 J1,134 612 18, 31.t¥4 612 18,Mo 28,705 31 HL4YArdTru81 1NJ ifjo Sub total(Gmss income lorAR) A2 A¥i8t and InY•stm•nt 8ale5, 47 Of Shar•8 20,00 Sub total Total recwpts A3 Payments In$urance ter Rates Coundl T*x enov8bon8 aintenance 2.814 2fy$ 73 2,682 137 418 J3 ProlesswJDai Fees Fh)noranums Tlusiee Insuiarte Gardwer • ¥nd leGtrioty ervi￿ an 1.770 408 xpen fl,Jl9 2111 almgnance 210 Fire PiocautsDns ery. Postage Bnd Teigphts CDnlr 335 61 625 e26 ajh io Sub total A4 As8Ot and Investment purch•$os,(8￿ table) Sub total 144 •t of r￿•1P￿{PaY￿￿rttsj AS Tran8ieY• be￿$&￿ fund• A6 Ca8h fund8 last year enli Cash funds thls y￿r end 7A¥ 743 Section B Statement of assets and liabilities at the end of the period ' Unr•8trfthd Ivnd R•8trlctsd fvnd8 Endowmen¢ fund8 Ca￿orieS CCXX R1 accounts ISSI OetaFIs 2210812023 Unre8trl¢t•d funds to no•r•Jt É Cate ories R•8trl¢tsd fund$,, Endowment funds l Detalls oar•8t£ 81 Cash funds hart￿A￿nI 7,42B T$8 In8iantAWsA￿nt Tot•1 cash lunds law•abAWKxsvAthrKdpi88ndpwmentsl acthu Unrestrlet•d l Rg8trl¢ted fund• funds Endowment fund$ Detai18 to n••wi£ to n•arMt£ to nwaro•t£ B2 Oth•r monetary assets Details 4025 M&G C￿bOnd &r￿m0 Unit8 ' Fund towhkh ai••t bolon Colt loptknn•ll B3 Invostmont assets nal Maintenartce and Emergency Fvnd Cydical Mainlen8nce arKI Emèrgency Fund ExtraDrdinary Repalr Fund Extratydinary Repa Fund Gow 45 M&G cfwity A886tAc(¥JrnulaOon Unms ¢hwpbond Irwme Units 2378 M&G Chanty Mulli Un5 45288 M&G ¢h8tity MuMA99etA¢eumuk tAwmull8ti uDd 82e6M&G Ch*ty mu￿ Atsget Inwme Unrfs Gen￿ Fund Detalls Funti to whlch a8•* 1 Cost{opUon•ll Curr￿tt v•lu• on B4 A$¥ets retalned for the charfty's own us• Fundto whlch l￿bIl￿ r8lai8ts Oetails Amount du• (Wlonall 85 Llabllltl•s Iop¢4onall Signed by one orts¥o trustè8& on bgh¥ff of •ll the Irust88S nature Print Mam8 Data of 8pproval s.P.￿lIe￿££ zs CCXX R2 a¢Gounts ISS) 2210812023 CHARITY COMMISSION, Independent examiner's FOR ENGLAND AND WALES report on the accounts Section A Indopendent Examlner's Report Report to the trustsesl , The Hospital Of The Hoty And Undivided Trinity At Castle Rising members of '. On accounts for thè year ended 31st December 2022 Charity no (if any 208358 Sot out on pages One to Five I report to the trustées on my examination of the accounts of the above charity (°the Trust.) for the year ended 31st De￿rnber 2022. Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation of basis of report the accounts in accordan￿ with the requirements of the Charities Act 2011 ("the AGt'). 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 the applicable Directions given by the Charity Commission under section 145(5}{b) of the Act. 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 Independent examiner's Statement I have no COn￿rnS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Date: 22nd August 2023 Name: Neil Kirby R•l•vant prof•&s•lonal | FCA quallficationlsl or body ' (If any): Address: Heathlands, Ashwicken Road, Kings Lynn, Norfolk, PE32 1 LJ IER October 2018 Section B Disclosure Only complete if the examiner needs to highlight matters of conGem (see CC32, Independent examination of charity accounts.. directions and guidan for examiners). Glve here brief detalls of any Items that the examlner wishes to disclose. IER October 2018