| Objectives and | Activiti | es | ||||||
|---|---|---|---|---|---|---|---|---|
| SORP reference | ||||||||
| Summary ofthe purposes of |
Para 1.17 | To provide | housing | for the poor and needy | ||||
| the charity as set out | in its | of Chesham, Buckinghamshire. This |
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| governing document |
includes | providing | housing to Chesham |
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| residents | that have | moved away but who | ||||||
| now need | to return | to the area for family | ||||||
| support. | ||||||||
| Summary ofthe main activities in relation to those |
Para 1.17and 1.19 |
Provision | ofalmshouses for those in need |
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| purposes for the public |
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| benefit, in particular, |
the | |||||||
| activities, projects or | ||||||||
| services identified in |
the | |||||||
| accounts. | ||||||||
| Statement confirming |
Para 1.18 | In providing | housing | for the poor and needy | ||||
| whether the trustees | have | ofChesham, Buckinghamshire, the |
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| had regard to the guidance | trustees | have given | careful consideration | to | ||||
| issued by the Charity | the Charity | Commission's public benefit |
||||||
| Commission on public |
guidance. | |||||||
| benefit |
| ou ma c |
ho | ose to | include fu | rther statement |
|---|---|---|---|---|
| SORP reference | ||||
| Para 1.38 | ||||
| Policy on | grant making | |||
| Para 1.38 | ||||
| Policy on | social investment | |||
| including | program | related | ||
| investment | ||||
| Para 1.38 | ||||
| Contribution | made | by | ||
| volunteers |
| chievements and |
Per | formance | ||||
|---|---|---|---|---|---|---|
| SORP reference | ||||||
| Provision | ofalmhousing | for 400 years | in | |||
| Summary ofthe main |
the town | ofChesham. | The chariiy has | 8 | ||
| achievements ofthe charity, |
dwellings | which are all | occupied. | |||
| identifying the difference charity's work has made |
the to |
Para 1.20 | ||||
| the circumstances of its |
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| beneficiaries and any wider |
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| benefits to society as a | ||||||
| whole. | ||||||
| dditional information |
(optional) | |||||
| ou ma choose to include further statements |
where relevant about | |||||
| Fully occupied ai year end. | ||||||
| Achievements against |
Para 1.41 | |||||
| objectives set | ||||||
| N/A | ||||||
| Performance offundraising activities against objectives |
Para 1.41 | |||||
| set | ||||||
| Small investment in M8 |
G Charity Multifund |
|||||
| Asset, which is regularly | monitored. | |||||
| Investment performance |
Para 1.41 | |||||
| againsi objectives | ||||||
| Other |
| inancial Review |
inancial Review |
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Review ofthe charity's | Para 1.21 | Cash 281.9Kand M8F | Fund f10.8K giving | ||||||
| financial position at |
the end | total assets | off92.8K. | An increase of | |||||
| ofthe period | F24.7K on prior year. This is due | to an | |||||||
| increase | in | Maintenance | Contributions | with | |||||
| a view to Cottage refurbishments | in year | ||||||||
| 2023/24 | |||||||||
| Statement explaining |
the | Para 1.22 | No reserves | policy in place | |||||
| policy for holding reserves | |||||||||
| statin wh the are |
held | ||||||||
| Amount ofreserves | held | Para 1.22 | F92.8K | ||||||
| Reasons for holding | zero | Para 1.22 | N/A | ||||||
| reserves | |||||||||
| Details offund materially | in | Para 1.24 | N/A | ||||||
| deficit | |||||||||
| Explanation ofany |
Para 1.23 | None | |||||||
| uncertainties about |
the | ||||||||
| charity continuing as a going |
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| concern |
| The charity's principal sources offunds (including |
Para 1.47 |
|---|---|
| any fundraising) | |
| Investment policy and objectives including any |
Para 1.46 |
| social investment policy |
|
| adopted | |
| A description ofthe principal |
Para 1.46 |
| risks facing the charity | |
| Other |
| Description ofcharity's |
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|---|---|---|---|
| trusts: | |||
| Type of governing document |
Para 1.25 | Constitution | |
| rl usl 4!'.-'!-'Q, ."L)'!a!cha.'l~! |
|||
| How is the charity | Para 1.25 | Charitable | organisation |
| constituted? | |||
| Trustee selection methods | Para 1.25 | Trustees selected by whole trustee board | |
| including details ofany |
|||
| constitutional provisions e.g. |
|||
| election to post or name of | |||
| any person or body entitled | |||
| to appoint one or more | |||
| trustees |
| Policies and adopted for |
procedures the induction |
procedures the induction |
Para 1.51 |
|---|---|---|---|
| and training | oftrustees | ||
| The charity's structure and |
organisational any wider |
Para 1.51 | |
| network with |
which the | ||
| charity works | |||
| Relationship | with any related | Para1.51 | |
| parties | |||
| Other |
| Charit name |
Weedon's Almshouses |
Weedon's Almshouses |
||
|---|---|---|---|---|
| Other name the charit uses |
The Weedons | Trust | ||
| Re istered charit | number | 208610 | ||
| Charity's principal |
address | 76 Deansway, | Chesham, | Bucks. HP5 2PF |
| mes | ofthe charity tru | stees who manage | the charity | |||
|---|---|---|---|---|---|---|
| Trustee name | Office {ifany) | Dates acted ifnot for whole ear |
Name toa |
ofperson {orbody) entitled oint trustee ifan |
||
| John Graves | Chairman | |||||
| Alison Pirouet | Secretary | |||||
| David Marflect | Treasurer | |||||
| 4 | Bridget Powell | |||||
| John Mann | ||||||
| 6 | Diane Brackley | |||||
| 7 | Ruth Juett | |||||
| 8 | ||||||
| 9 | ||||||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| 18 | ||||||
| 19 | ||||||
| 20 |
| Names an | d addresses ofadv |
isers (Optional information) |
||
|---|---|---|---|---|
| Type of | Name | Address | ||
| adviser | ||||
| Name of | chief executive or names ofsenior staff members | (Optional | information) |
| Balanc | e Sheet at 30April 2023 | |
|---|---|---|
| 2023 | 2022 | |
| Bank Accounts | ||
| Current Account | 81,903 | 57,492 |
| M&G Charit Muti Asset Fund |
10,895 | 10,609 |
| Total Assets | 92,798 | 68,101 |
| Re resented B |
||
| Accumulated Funds |
||
| Balance from Previous Year | 68,101 | 79,093 |
| Surplus/ (Deficit) This Year |
24,411 | (12,006) |
| Movement in MRG Fund |
286 | 1,014 |
| Total Reserves | 92,798 | 68,101 |
| Signed: | ||
| David Marflect | ||
| Treasurer &Trustee |
| R | eceipts | and | Payments | for Year Ende | d 30April 20 | 23 | |
|---|---|---|---|---|---|---|---|
| 2023 | 2022 | ||||||
| ~Recei ts | |||||||
| Contributions | {incl Housing | Benefit) | 42,077 | 32,281 | |||
| Grants S.Donations | 0 | 14,360 | |||||
| Interest | 0 | 5 | |||||
| Total Income | 42,077 | 46,645 | |||||
| ~Pa ments | |||||||
| Renovation | 0 | (33,516) | |||||
| Repairs / Renewals | (1,070) | {7,219) | |||||
| Garden | (4,935) | (4,480) | |||||
| Maintenance | (5,435) | (4,386) | |||||
| Utilities | (2,625) | (3,321) | |||||
| Fire / Emergency | Lighting | 0 | (1,388) | ||||
| Window C Iea |
ning | (620.00) | (1,150) | ||||
| Pest Control | 0.00 | (490) | |||||
| Roof | 0.00 | (904) | |||||
| Council Tax | 0.00 | (212) | |||||
| Subscri ption | (196.00) | (187) | |||||
| Seminar | 150.00 | (150) | |||||
| Professional | Fees | (960.00) | |||||
| Insurance | (1,713.69) | (1,194) | |||||
| Security / Miscella | neous | (261.30) | (54) | ||||
| Total Expense | (17,665.37) | (58,651) | |||||
| Surplus / (Defecit) for the | Year | 24,411 | (12,006) |