CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From I" May 2024 Period start date To 30th April 2025 Period end date Charlty name: The Weedon's Almshouses Charity registration number: 208610 Objectives and Activities SORP referen Summary ol the purposes of the charity as sel out in its goveming document Para 1.17 To provide housing for the poor and needy of Chesham, Buckinghamshire. This includes providing housing lo Chesham residents who have moved away and now wish to retum to the area forfamil su Provision of Almshouse for those in need. Summary of the main activities in relation to those purposes for the public benefit. in particular, the activities, projects or services identified in the ac(x)unts. Statement confirming whether the trustees have had regard to Ihe guidance issued by the Charity Commission on public benefit Para 1.17 and 1.19 Par8 1.18 In providing housing for the poor and needy of Chesham, Buckinghamshire. the trustees have given careful consideration to the Charity Commission's public benefit guidance. Additional information {optional) You ma choose to include further statements where relevant about: SORP referent Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 ContrFbution made by volunteers Other
Achievements and Performance SORP referen Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circutnstsnces of its beneficiaries and any wider benefits to swiety as a whole. Para 1.20 Provision of housing for 400 years in the town of Chesham. The charity has 8 dwellings of which 6 are occupied, 2 are cuentlY empty and awaiting refurbishment. Agreement wFth the Master Wardens and Commonalty of the Mislery of Cordwainers of the City of London enabled the charity to re1ve a grant of £800,650 which is designated to be used for major projects to the properties (both Alms Cottages and Alms Flats) and the perimeter wa15 to the site over the nexl several years. The Alms Cottages were originally built in the 1620's and are grade 11 listed. The Charity appointed a local firm of Chartered Building Sutveyors to assist in the overall management of these future projects including submittirFg planning applications, listed building applicats'ons and building regulations drawings & applications. In addition they will provide contract administration from the initial preparation of a specTficalion detailing any works to agreement of final account with the contractors. Additional infonnation {optional) You ma choose to include further statements where r81evant about: Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41 Investment perfomiance againsl objectives P*a 1.41 Other
Financial Review Review of the charity's financial position at Ihe end of Ihe period Pata 1_21 The accounts have been prepared on an acc¥uals basis as last year in compliance with FRS102. Cash on hand, together with short term savings totalled £851.9K Net current assets were £601.5k Recognised revenue £59.7k to expenditure from deferred income inline with agreement with cordwainers. The other main source of income is the contributions received from the Almshouses residents which totalled £36.7k We have unrestricted funding of £1,321.Ok statement explainirrg the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any nrtaInbeS about the charity continuing as a going concern Pard 1.22 Pafa 1.22 £1.321.Ok NIA Para 1.22 Para 1.24 None Para 1.23 None Additional information {optional) You ma choose to include further statements where relevant about: The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and obj'ectives including any social investment policy adopted Pard 1.46 A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management Description of charity's Irusts: Type of governing docufflent Para 1.25 Constitution How is the charity constituted? Para 1.25 Charitable organisation Trustee selection MethdS including details of any constitutional provisions e.g. election to post or name of any person or body errtitled to appoint one or tnore tnjstees Para 1.25 Trustees selected by whole trust board. Additional information (optional) You ma hoose lo include further statements where relevant about: Policies and prOdureS adopted for the induction and training of trustees Par8 1.51 The Charity's organisational structure and any wider nelwork with which the charity works Pard 1.51 Relationship with any related parties P&R 1.51 Other Reference and Administrative details Chari name Other name the chari uses istered chari number Charity's principal address The Weedon's Almshouses The Weedons Trust 208610 76 Deansway. Chesham, Bucks. HP5 2PF
Names of the charity trustees who manage the charity Dates acted If not for who èar Ttee name Office {rf any} Name ol person lor boty} entitled toa int trustse ifan John Graves Chaiman David Maeet Bridget Powell John Mann Treasurer Diane Brackley Steven Smith Thomas Pirouet Alan Williams April 2024 10 12 13 14 15 16 17 18 19 20 orate trustees - names of the directors at the date the re Director name ortwasa roved Name of trust holding tiue to property belonging to the charity Trustee name Dates acted If Ybot whole ar Diane Brackle
Funds held as custodian trustees on behalf of others Description of the assets None held in this capacity Name and objects of the harity on whose behalf the assets are held and how this falls within the custodian charity's objects None Details of arrangements for safe custody and segregation of such assets from the charity's own assets None Additional infomiation (optional) Names and addresses of advisers (Optional Inforniation) Type of Name Address advlser Name of chlef executive or names of senior staff member5 (Optional infomiatlon) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional information
Declarations The trustees declare that they have approved thè trustees, report al)ovè. Signed on half of the charity's trustees Signature(sl Full name(s) Position leg Secretary, Chair, etc Avib MwLELf J(*ihJ GftIwEf CHAifzMrtIJ OF TfuST&S Date
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Charity Commission Annual Return 2025
WEEDON'S ALMSHOUSES Charity registration number: 208610
Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked.
This document is a record of the information provided in the Annual Return 2025.
PART A - Charity information
Financial period
Financial period start date 01/05/2024
Financial period end date 30/04/2025
Income and spending
Income £
£ 98,447
Spending £
£ 100,000
Number of contracts from government
How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return?
0
Number of grants from government
How many grants did your charity receive from central government or a local authority during the financial period for this return?
0
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Income breakdown
Donations and legacies (excluding Endowments Received)
£ 0
Charitable activities
£ 96,409
Other trading activities
£ 0
Investments
£ 2,038
Other
£ 0
Grantmaking
Is grant making the main way your charity carries out its purposes?
No
Recipients of grants
Please round all figures to the nearest pound (do not enter decimal points or commas). Individuals
£ 0
Other charities
£ 0
Other organisations that are not charities
£ 0
Trustee payments
Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?
⊠ e. None of the trustees have been paid
Did any of the trustees resign and take up employment with your charity in the financial period of this return?
No
Income from outside the UK
Did your charity receive income from outside of the United Kingdom in the financial period of this return?
No
Delivering activities outside the United Kingdom
Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?
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No
Spending outside of the United Kingdom
Did your charity spend funds outside of the United Kingdom in the financial period of this return?
No
Total Spending outside of the United Kingdom
£
Trading subsidiaries
Does the charity have any trading subsidiaries?
No
Property
Were any of your charity's properties held by holding or custodian trustees on behalf of your charity (excluding the Official Custodian) during the financial period for this return?
No
Employment contract types
People were permanently employed by your charity
0
People were on fxed-terms contracts with your charity
0
Self-employed people were working for your charity
0
Governance policies
Internal charity financial controls policy and procedures
Yes
Safeguarding policy and procedures
Yes
Financial reserves policy and procedures
Yes
Complaints policy and procedures
Yes
Serious incident reporting policy and procedures No
Internal risk management policy and procedures
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No
Trustee expenses policy and procedures No
Trustee conflicts of interest policy and procedures Yes
Investing charity funds policy and procedures Yes
Campaigns and political activity policy and procedures Not applicable
Bullying and harassment policy and procedures Yes
Social media policy and procedures Yes
Engaging external speakers at charity events policy and procedures
Not applicable
Safeguarding
Has your charity provided services to children and/or adults at risk in the financial period of the return? No
Serious Incidents
Has your charity reported all Serious Incidents (including any historical incidents) that the charity became aware of during the financial period of this return?
There were no incidents to report
External risk and impact
Donations
Positive
Other income - grants Not applicable
Other income - contracts Not applicable
Other income - investment Positive
Expenditure on charitable activities Positive
Expenditure on overheads Unknown
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Number of volunteers
Positive
Number of employees
Not applicable
Number of trustees
Positive
Fundraising activities
Not applicable
Capacity to deliver services
Positive
Total service demand Positive
Volunteers
Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return? 8
Privacy statement
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you have consented to their release; or
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we are legally obliged to disclose them; or
· we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest.
We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:
· we can lawfully do so; and
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Information we collect about you
We will use this information:
To enable us to carry out our statutory functions and duties;
This will include the following actions:
- (a) update, consolidate, and improve the accuracy of our records;
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(b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement;
(c) data analysis, testing, research, statistical and survey purposes
Information we receive from other sources.
Information we receive from other sources
We may combine this information with information you give to us and information we collect about you.
We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).
We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.
The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals.
As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.
Please check back frequently to see any updates or changes to our privacy policy.
Declaration
This annual return has not been submitted and no Declaration has been made
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(HARITY (OMMISSION FOR ENGLAND AND WALES Independent Examiner's Report on the Accounts Report to the trustees The Wecdon's A]mshou% Charity Tru OJJ accoun15 for the >ear ended ?0 April 2025 Charity 208610 Set out on pges l TCPDrt to the trusie¢s on my exa¥ninalioTh of the ofthe alx)ve ¢h8nty I'the Tn]st") for iho y¢ar ¢nd¢d 30104r2025 Re5ponsibilitie5 and basis of report As the chariws trust you are responsible for the prepardtion of the a¢eounts in accordbnte with the requirements of the Chariii¢s A¢(2011 (th A¢i"l. I rewrt in resKtt of my examthaiioEJ ofthe Trust's acccKJts carried out under section 145 ofthe 2011 Act and in canyit18 nty examtnation. I have followed 8]1 the applic4ble Directions gÈvcn by th¢ ChaTily Cotnmission UExier seciion 145(5Xb} of th¢ ACL Independent examiner's statement I have completed my <¥amiiiaiion. I confirm that no material maiiets have come to my attention in conneeiion with thc cxamiTration which gives me causc to bcliev¢ ihat ill. ony material respect.. the accout)tirt8 records were k¢pl in accord)ce with section 130 ofthe CJwiti¢s A¢t' Ihe accounrs did not accord iyiih the accouniino record5.' or the accounts did not comply with the applicable Tequiremcnts con¢emiog the forni and coftic*i of accounts 5¢t out the Charities (Accounts and ROrtS) Rcgulaiions 2008 other than zt)y reqUnCrEt thai the Èccourtts tsive a'mje and fair. view ivhich is noi a marter ¢onsidtied as p8rt of an independent ¢xaminatian. I have no cujcerns and have come across no other ma(Icrs in COnntion wilh thc cxamination to %Yhich ait¢niion should b¢ drnwr> th%s port in ordLY io enable a proper understanding of the a¢¢ounts to be reach Date: J110712025 Signed: Ngme: Jattbir Sirtgh Sahd Releyxnt proftssitsn#l qUAllfltitlott(s) or body (if An).).. CPA Address.. Brandon House, 2M Floor 90 The BrOaaY. Che5ham. Buckinghamshire, HP5 1EG