| Trust | ees' Annual Report | ees' Annual Report | ees' Annual Report | ees' Annual Report | for theperiod | for theperiod | for theperiod |
|---|---|---|---|---|---|---|---|
| From | Period start date | To | Period end date | ||||
| 1 | April | 2022 | 31 | March | 2023 |
Trustees' Annual Report for the period
From To
Section A Reference and administration details
Charity name Barclays & Standon United Charities Other names charity is known by Standon Charities Registered charity number (if any) 209195
Charity's principal address
26 Fishers Close Puckeridge Ware Postcode SG11 1TD
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Mark Acford | Chair | |||
| Suzanne Anderson | ||||
| Rev John Chitham | Ex-officio | |||
| Rev Amanda Duncan |
Resigned as Trustee 29- Nov-2022 |
Ex-officio | ||
| Pat Foot | ||||
| Jo Fisher | ||||
| Judith Manser | Treasurer | |||
| David Goldstraw | Clerk | |||
| Caroline Prince | Resigned as Trustee 31- Jan-2023 |
|||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year | |||
Names and addresses of advisers (Optional information)
March 2012
TAR
1
Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Scheme
- Type of governing document (eg. trust deed, constitution)
Trust How the charity is constituted (eg. trust, association, company) Trustees are co-opted, the two local vicars are ex-officio trustees, and the Trustee selection methods Parish Councils nominate two trustees. (eg. appointed by, elected by)
How the charity is constituted
- (eg. trust, association, company)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
The Charity uses The Almshouse Association for advice and guidance on policies, procedures and governance issues,
-
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
-
(1) The objects of the charity are the Almshouse objects, the relief in need object, the educational object and the Thomas Fysher object.
-
(2) The Almshouse objects are
-
(a) the provision of Almshouse accommodation for beneficiaries; and
(b) such charitable purposes for the benefit of the residents as the trustees decide.
March 2012
TAR
2
| The land identified in part 2 of the schedule to this scheme | |
|---|---|
| must be retained by the trustees for use for the Almshouse | |
| objects of the charity. | |
| (3) | The relief in need object is the relief of persons in need, |
| hardship or distress resident in the area of benefit. | |
| The trustees may relieve the beneficiaries by: | |
| (a) making grants of money to them; or |
|
| (b) providing or paying for goods, services, or facilities |
|
| for them; or | |
| (c) making grants of money to other persons or bodies |
|
| who provide goods, services, or facilities to those in | |
| need. | |
| In exceptional cases the trustees may decide to assist | |
| someone (who is otherwise qualified) who is: | |
| (a) resident outside the area of benefit; or |
|
| (b) only temporarily resident in the area of benefit. |
|
| (4) | The educational object is to pay the income to the |
| Hertfordshire Educational Foundation (Registered Charity | |
| number 311025). | |
| (5) | The Thomas Fysher object is to pay: |
| (a) 2/9ths of the income to the relief in need branch |
|
| created by clause 2(4) of this scheme. | |
| (b) 5/9ths of the income to the education branch |
|
| created by clause 2(5) of this scheme. | |
| (c) 2/9ths of the income to Christ’s Hospital School |
|
| (Registered Charity number 306975). |
March 2012
TAR
3
Trustees have regard to the guidance issued by the Charity Commission on public benefit.
Almshouse branch: Provision of Almshouses.
Relief in Need branch: Grants have been made to individuals and local organisations.
Educational Branch: Grants have been made to Hertfordshire Education Foundation and Christs Hospital as required by the Scheme.
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
4
Section D Achievements and performance
Trustees have maintained the Almshouses, received rents and returns on Summary of the main investments and used them to provide for the requirements of the achievements of the charity Scheme. during the year
March 2012
TAR
5
Section E Financial review
The Charity operates Cyclical and Emergency maintenance funds, keeps Brief statement of the a balance on the grant making fund to enable extraordinary emergency charity’s policy on reserves grants to be made and will use any surplus on the Almshouse branch to increase the stock of Almshouses available.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
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) Helen Surridge
Position (eg Secretary, Chair, Clerk to Trustees etc)
March 2012
TAR
6
Date 17h January 2024 TAR Maich 2012
10:56 AM 12/06/23 Cash Basis
Barclays & Standon United Charities UK Balance Sheet - Standard As of 31 March 2023
| ASSETS Fixed Assets PROPERTY Freehold properties Leasehold property Total PROPERTY Total Fixed Assets Other Assets Endowment & Capital Fund C O I F units Charifund units Total Endowment & Capital Fund Cyclical Maintenance Fund N A A C I F Shares Total Cyclical Maintenance Fund Total Other Assets Current Assets Other Current Assets Due from Relief in Need Total Other Current Assets Cash at bank and in hand Savings account Bank - Almshouse Bank - Relief in Need Charities Deposit Fund - RIN Charities Deposit Fund - Alms Total Cash at bank and in hand Total Current Assets Current Liabilities Other Current Liabilities Income payable Owed to Educational Owed to Thomas Fysher Owed to Almshouse Total Other Current Liabilities Total Current Liabilities NET CURRENT ASSETS TOTAL ASSETS LESS CURRENT LIABILITIES Long Term Liabilities LOANS Network Housing Association Housing Corporation Total LOANS Total Long Term Liabilities NET ASSETS Capital and Reserves Thomas Fysher Branch - Capital Relief in Need Accumulated Fund Almshouse Branch Capital B/fwd Profit for the Year Shareholder funds |
31 Mar 23 1,000,000.00 137,000.00 1,137,000.00 1,137,000.00 2,633.70 256,239.04 258,872.74 27,906.25 27,906.25 286,778.99 51,756.57 51,756.57 60,006.90 87,074.15 55,314.24 24,892.20 2,430.87 229,718.36 281,474.93 4,661.47 3,329.62 1,331.85 47,095.10 56,418.04 56,418.04 225,056.89 1,648,835.88 0.00 6,550.26 6,550.26 6,550.26 1,642,285.62 250,211.00 36,082.01 1,378,733.81 (22,741.20) **1,642,285.62 ** |
31 Mar 22 |
|---|---|---|
| 1,000,000.00 137,000.00 |
||
| 1,137,000.00 | ||
| 1,137,000.00 2,633.70 256,239.04 |
||
| 258,872.74 27,906.25 |
||
| 27,906.25 | ||
| 286,778.99 47,688.18 |
||
| 47,688.18 0.00 166,908.38 59,311.63 24,458.56 2,388.52 |
||
| 253,067.09 | ||
| 300,755.27 4,564.27 3,260.19 1,304.08 43,123.91 |
||
| 52,252.45 | ||
| 52,252.45 248,502.82 |
||
| 1,672,281.81 646.20 6,608.79 |
||
| 7,254.99 | ||
| 7,254.99 | ||
| 1,665,026.82 | ||
| 250,211.00 25,682.32 1,356,240.66 32,892.84 |
||
| **1,665,026.82 ** |
P 1 f 5
11:46 AM 12/06/23 Cash Basis
Barclays & Standon United Charities Balance Sheet by Class As of 31 March 2023
| Almshouse Branch 31 Mar 23 31 Mar 22 60,006.90 0.00 87,074.15 166,908.38 0.00 0.00 0.00 0.00 2,430.87 2,388.52 149,511.92 169,296.90 47,095.10 43,123.91 47,095.10 43,123.91 196,607.02 212,420.81 1,000,000.00 1,000,000.00 137,000.00 137,000.00 1,137,000.00 1,137,000.00 1,137,000.00 1,137,000.00 2,633.70 2,633.70 6,028.04 6,028.04 8,661.74 8,661.74 27,906.25 27,906.25 27,906.25 27,906.25 36,567.99 36,567.99 1,370,175.01 1,385,988.80 |
Educational Branch 31 Mar 23 31 Mar 22 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,329.62 3,260.19 3,329.62 3,260.19 3,329.62 3,260.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,329.62 3,260.19 |
Relief in Need Branch 31 Mar 23 31 Mar 22 0.00 0.00 0.00 0.00 55,314.24 59,311.63 24,892.20 24,458.56 0.00 0.00 80,206.44 83,770.19 0.00 0.00 0.00 0.00 80,206.44 83,770.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 80,206.44 83,770.19 |
Thomas Fysher Branch 31 Mar 23 31 Mar 22 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,331.85 1,304.08 1,331.85 1,304.08 1,331.85 1,304.08 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 250,211.00 250,211.00 250,211.00 250,211.00 0.00 0.00 0.00 0.00 250,211.00 250,211.00 251,542.85 251,515.08 |
TOTAL 31 Mar 23 31 Mar 22 60,006.90 0.00 87,074.15 166,908.38 55,314.24 59,311.63 24,892.20 24,458.56 2,430.87 2,388.52 229,718.36 253,067.09 51,756.57 47,688.18 51,756.57 47,688.18 281,474.93 300,755.27 1,000,000.00 1,000,000.00 137,000.00 137,000.00 1,137,000.00 1,137,000.00 1,137,000.00 1,137,000.00 2,633.70 2,633.70 256,239.04 256,239.04 258,872.74 258,872.74 27,906.25 27,906.25 27,906.25 27,906.25 286,778.99 286,778.99 1,705,253.92 1,724,534.26 |
TOTAL 31 Mar 23 31 Mar 22 60,006.90 0.00 87,074.15 166,908.38 55,314.24 59,311.63 24,892.20 24,458.56 2,430.87 2,388.52 229,718.36 253,067.09 51,756.57 47,688.18 51,756.57 47,688.18 281,474.93 300,755.27 1,000,000.00 1,000,000.00 137,000.00 137,000.00 1,137,000.00 1,137,000.00 1,137,000.00 1,137,000.00 2,633.70 2,633.70 256,239.04 256,239.04 258,872.74 258,872.74 27,906.25 27,906.25 27,906.25 27,906.25 286,778.99 286,778.99 1,705,253.92 1,724,534.26 |
|---|---|---|---|---|---|
| 31 Mar 22 | |||||
| 0.00 166,908.38 59,311.63 24,458.56 2,388.52 |
|||||
| 253,067.09 47,688.18 |
|||||
| 47,688.18 | |||||
| 300,755.27 1,000,000.00 137,000.00 |
|||||
| 1,137,000.00 | |||||
| 1,137,000.00 2,633.70 256,239.04 |
|||||
| 258,872.74 27,906.25 |
|||||
| 27,906.25 | |||||
| 286,778.99 | |||||
| 1,724,534.26 |
Page 2 of 5
11:46 AM 12/06/23 Cash Basis
Barclays & Standon United Charities Balance Sheet by Class As of 31 March 2023
| Almshouse Branch 31 Mar 23 31 Mar 22 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 646.20 6,550.26 6,608.79 6,550.26 7,254.99 6,550.26 7,254.99 6,550.26 7,254.99 0.00 0.00 0.00 0.00 1,378,733.81 1,356,240.66 (15,109.06) 22,493.15 1,363,624.75 1,378,733.81 1,370,175.01 1,385,988.80 |
Educational Branch 31 Mar 23 31 Mar 22 3,329.62 3,260.19 0.00 0.00 0.00 0.00 0.00 0.00 3,329.62 3,260.19 3,329.62 3,260.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,329.62 3,260.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,329.62 3,260.19 |
Relief in Need Branch 31 Mar 23 31 Mar 22 0.00 0.00 3,329.62 3,260.19 1,331.85 1,304.08 47,095.10 43,123.91 51,756.57 47,688.18 51,756.57 47,688.18 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 51,756.57 47,688.18 0.00 0.00 36,082.01 25,682.32 0.00 0.00 (7,632.14) 10,399.69 28,449.87 36,082.01 80,206.44 83,770.19 |
Thomas Fysher Branch 31 Mar 23 31 Mar 22 1,331.85 1,304.08 0.00 0.00 0.00 0.00 0.00 0.00 1,331.85 1,304.08 1,331.85 1,304.08 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,331.85 1,304.08 250,211.00 250,211.00 0.00 0.00 0.00 0.00 0.00 0.00 250,211.00 250,211.00 251,542.85 251,515.08 |
TOTAL 31 Mar 23 31 Mar 22 4,661.47 4,564.27 3,329.62 3,260.19 1,331.85 1,304.08 47,095.10 43,123.91 56,418.04 52,252.45 56,418.04 52,252.45 0.00 646.20 6,550.26 6,608.79 6,550.26 7,254.99 6,550.26 7,254.99 62,968.30 59,507.44 250,211.00 250,211.00 36,082.01 25,682.32 1,378,733.81 1,356,240.66 (22,741.20) 32,892.84 1,642,285.62 1,665,026.82 1,705,253.92 1,724,534.26 |
TOTAL 31 Mar 23 31 Mar 22 4,661.47 4,564.27 3,329.62 3,260.19 1,331.85 1,304.08 47,095.10 43,123.91 56,418.04 52,252.45 56,418.04 52,252.45 0.00 646.20 6,550.26 6,608.79 6,550.26 7,254.99 6,550.26 7,254.99 62,968.30 59,507.44 250,211.00 250,211.00 36,082.01 25,682.32 1,378,733.81 1,356,240.66 (22,741.20) 32,892.84 1,642,285.62 1,665,026.82 1,705,253.92 1,724,534.26 |
|---|---|---|---|---|---|
| 31 Mar 22 | |||||
| 4,564.27 3,260.19 1,304.08 43,123.91 |
|||||
| 52,252.45 | |||||
| 52,252.45 646.20 6,608.79 |
|||||
| 7,254.99 | |||||
| 7,254.99 | |||||
| 59,507.44 250,211.00 25,682.32 1,356,240.66 32,892.84 |
|||||
| 1,665,026.82 | |||||
| 1,724,534.26 |
Page 3 of 5
11:01 AM 12/06/23 Cash Basis
Barclays & Standon United Charities Profit & Loss
April 2022 through March 2023
| Apr '22 - Mar 23 | Apr '21 - Mar 22 | ||
| Ordinary Income/Expense | |||
| Income | |||
| Donations received | 0.00 | 3,731.20 | |
| Dividends and interest | 14,185.34 | 13,357.78 | |
| Branch appropriations | |||
| From Thomas Fysher | 4,661.47 | 4,564.27 | |
| Total Branch appropriations | 4,661.47 | 4,564.27 | |
| Agricultural land rents | 6,041.09 | 10,061.69 | |
| Weekly maintenance charges | 50,160.76 | 51,157.38 | |
| Total Income | 75,048.66 | 82,872.32 | |
| Expense | |||
| Council tax | 117.95 | 0.00 | |
| Repairs | 66,605.13 | 29,146.90 | |
| Utilities | 59.63 | 0.00 | |
| Insurance | 1,289.16 | 1,183.49 | |
| Loan interest | 708.91 | 714.74 | |
| Membership subsciptions | 233.00 | 222.00 | |
| Administrative expenses | 112.47 | 739.14 | |
| Ground rent | 150.00 | 150.00 | |
| Legal and professional costs | 1,415.08 | 4,182.89 | |
| Total Expense | 70,691.33 | 36,339.16 | |
| Net Ordinary Income | 4,357.33 | 46,533.16 | |
| Other Income/Expense | |||
| Other Expense | |||
| Grants allocated | 17,775.59 | 4,511.78 | |
| APPROPRIATIONS ~ Educational | |||
| Herts Educational Foundation | 3,329.62 | 3,260.19 | |
| Total APPROPRIATIONS ~ Educational | 3,329.62 | 3,260.19 | |
| APPROPRIATIONS ~ Thomas Fysher | |||
| Christ's Hospital School | 1,331.85 | 1,304.08 | |
| Relief in Need Branch | 1,331.85 | 1,304.08 | |
| Educational Branch | 3,329.62 | 3,260.19 | |
| Total APPROPRIATIONS ~ Thomas Fysher | 5,993.32 | 5,868.35 | |
| Total Other Expense | 27,098.53 | 13,640.32 | |
| Net Other Income | (27,098.53) | (13,640.32) | |
| Profit for the Year | (22,741.20) | **32,892.84 ** |
Page 4 of 5
11:00 AM 12/06/23 Cash Basis
Barclays & Standon United Charities Profit & Loss by Class
April 2022 through March 2023
| Almshous Apr '22 - Mar 23 0.00 1,796.85 0.00 0.00 3,624.66 50,160.76 55,582.27 117.95 66,605.13 59.63 1,289.16 708.91 233.00 112.47 150.00 1,415.08 70,691.33 (15,109.06) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 (15,109.06) |
e Branch Apr '21 - Mar 22 0.00 1,637.91 0.00 0.00 6,037.02 51,157.38 58,832.31 0.00 29,146.90 0.00 1,183.49 714.74 222.00 739.14 150.00 4,182.89 36,339.16 22,493.15 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 22,493.15 |
Education Apr '22 - Mar 23 0.00 0.00 3,329.62 3,329.62 0.00 0.00 3,329.62 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,329.62 0.00 3,329.62 3,329.62 0.00 0.00 0.00 0.00 3,329.62 (3,329.62) 0.00 |
al Branch Apr '21 - Mar 22 0.00 0.00 3,260.19 3,260.19 0.00 0.00 3,260.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,260.19 0.00 3,260.19 3,260.19 0.00 0.00 0.00 0.00 3,260.19 (3,260.19) 0.00 |
Relief in Ne Apr '22 - Mar 23 0.00 6,395.17 1,331.85 1,331.85 2,416.43 0.00 10,143.45 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10,143.45 17,775.59 0.00 0.00 0.00 0.00 0.00 0.00 17,775.59 (17,775.59) (7,632.14) |
ed Branch Apr '21 - Mar 22 3,731.20 5,851.52 1,304.08 1,304.08 4,024.67 0.00 14,911.47 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 14,911.47 4,511.78 0.00 0.00 0.00 0.00 0.00 0.00 4,511.78 (4,511.78) 10,399.69 |
Thomas Fys Apr '22 - Mar 23 0.00 5,993.32 0.00 0.00 0.00 0.00 5,993.32 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 5,993.32 0.00 0.00 0.00 1,331.85 1,331.85 3,329.62 5,993.32 5,993.32 (5,993.32) 0.00 |
her Branch Apr '21 - Mar 22 0.00 5,868.35 0.00 0.00 0.00 0.00 5,868.35 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 5,868.35 0.00 0.00 0.00 1,304.08 1,304.08 3,260.19 5,868.35 5,868.35 (5,868.35) 0.00 |
TOT Apr '22 - Mar 23 0.00 14,185.34 4,661.47 4,661.47 6,041.09 50,160.76 75,048.66 117.95 66,605.13 59.63 1,289.16 708.91 233.00 112.47 150.00 1,415.08 70,691.33 4,357.33 17,775.59 3,329.62 3,329.62 1,331.85 1,331.85 3,329.62 5,993.32 27,098.53 (27,098.53) (22,741.20) |
AL |
|---|---|---|---|---|---|---|---|---|---|
| Apr '21 - Mar 22 | |||||||||
| 3,731.20 13,357.78 4,564.27 |
|||||||||
| 4,564.27 10,061.69 51,157.38 |
|||||||||
| 82,872.32 0.00 29,146.90 0.00 1,183.49 714.74 222.00 739.14 150.00 4,182.89 |
|||||||||
| 36,339.16 | |||||||||
| 46,533.16 4,511.78 3,260.19 |
|||||||||
| 3,260.19 1,304.08 1,304.08 3,260.19 |
|||||||||
| 5,868.35 | |||||||||
| 13,640.32 | |||||||||
| (13,640.32) | |||||||||
| 32,892.84 |
Page 5 of 5
CHARITY (OMMISSION Independent examiner's report on the FOR ENGLAND AND WALES accounts Sectlon A Indep•nd•nt Examln•rf• Report Report to the trustees Slandon & Barclays Unitèd CharitS On accounts for the year , 311312023 •nded Charlty no 209195 lif any) Set out on pag•$ Itewthr th• PW ol addNion•l I report to the trLtslees on my examination ol the aecounls ol the above charity 1.the Trusl'l lor the year ended 3110312023 Responsibilities and basls of report As the charily's Iruslees. you are Sponsible for the preparation of the ac¢ount$ In accordance with the requirernent5 of the Charities Act 2011 l-the Act") I report In resFect ol my examination ol the Trust's accounts carried out vnder section 145 01 Ihe 2011 Aci and In carrying out rny examination. I have followed all the applicae Directions given by Ihe Charily Commission under section 14515llbl of the Acl Independent I have Mpleted my exominalion. l nIlmi that no materi41 matters hov• examiner'• statemgnt corne lo my attenlitsn in conne¢iion wilh the examinaiion which gives me cause lo believe Ihat in. any material respe the a¢¢ounting records were not kept in ardance wth section 130 of the Chafrties Acl. or the >¢¢ounls d¥J not accord wth the accounting re¥5". or the accounis did not comply wlh Ihe applicable requirernents concerning the lomi and content ol accounts set out In the Cttarities IA¢¢ounts and Reports) Regulation5 2008 other than any requirement that the accounts give a 'true and lair. view which 15 not a matter Considered as part of an Independent examination I have no concem$ and have Come across no other rnatters In connection wrth Ihe examinalion lo which attention should be drawn In th15 report In order io enable a proper understanding ol the accounts lo be reached Please delele Ihe words in Ihe br8¢kets Illhey do nol 8ppIy. Date.. 2610712023 Slgn•d'. Name.. John Harns Relevant prolessional qualificationlgl or body lif anyl- Addre$$'. 4 South Road. Puckendge. Ware SG11 1TH IER Oct 2018