## **Trustees’ Annual Report for the period** **From 1[st] April 2024 Period start date To 31[st] March 2025 Period end date** ## **Charity name: Charles Amherst’s Almshouses** ## **Charity registration number:209602** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Almshouses**
**for**
**blind**
**or**
**impotent**
**persons who have resided in the ancient**
**parish of Pembury for not less than two**
**years**
**next preceding**
**the**
**time of**
**appointment. Any surplus income to be**
**applied for the benefit of almspeople.**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Provision**
**and**
**maintenance**
**of**
**almshouses**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees have had regard to the**
**guidance published by the Charity**
**Commission and believe that all our**
**activities are for the benefit of needy**
**residents in our area of benefit.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Para 1.38 N/A
Policy on grant making
Para 1.38
Policy on social investment N/A
including program related
investment
Volunteers regularly visit the residents
Para 1.38 of the amlshouses and arrange for the
Contribution made by maintenance of their properties.
volunteers
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Other ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
Summary of the main We have completely renovated the
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|**Achievements and Performance**|**Achievements and Performance**|**Achievements and Performance**| |---|---|---| |SORP reference||| |Summary of the main||**We have completely renovated the**| |achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**downstairs toilet in one of the properties,**
**following the damp work at that property.**
**We agreed the tender documents for the**
**outside front decoration and work. 2**
**tenders were received and with advice**
**one was accepted. Unfortunately, the**
**agreed work was not able to be carried**
**out during the year and had to be**
**postponed until the following year.**
**Usual maintenance and replacement of**
**equipment has continued. We have paid**
**half of the surveyor’s fees for the**
**forthcoming work following acceptance**
**of the tender as agreed.**
**We continue to build up the various**
**reserve accounts for the cost of the**
**forthcoming work and potential roof**
**replacement.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**We simply collect the Weekly**
**Maintenance contributions, monitoring**
**the likely future cost of maintenance**
**and repairs.**| |Investment performance
against objectives|Para 1.41|**For the moment the liquid assets of the**
**charity re held in cash. Once the major**
**decoration works have been finished,**
**we will re-evaluate the situation. It is**
**likely that the bulk of the money in the**
**Extraordinary Repair Reserve will at that**
**stage be invested on a longer-term**
**basis.**| |Other||| ## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 We have ended the year with an
financial position at the end operating surplus of £21,454.38. This will
of the period be added to our ear-marked reserves,
especially for future roof work and
redecoration.
Statement explaining the Para 1.22 Reserves are held for future
policy for holding reserves maintenance. One reserve is to build up
stating why they are held a reserve to overhaul the roof in 10 – 20
years time. We are told that at current
prices this will cost £120K. There is a
reserve for routine maintenance. Finally,
there is a reserve for exterior re-
decoration etc. which happens every 5
years. The buildings were built in 1715.
We have also now started to build up a
reserve for future boiler replacement.
Amount of reserves held Para 1.22 At the end of the period we held
reserves of £148,516.35. This is held as
follows:
Extraordinary Repair - £73,422.47
Cyclical Maintenance - £49,093.88
General - £22,000.00
Boiler Replacement - £4,000.00
When the works are carried out it is
likely to cost £40-£50K and will largely
wipe out the Cyclical Maintenance
Reserve and take some money from the
Extraordinary Repair Reserve as a result
of roof work.
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially in Para 1.24 N/A
deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a going
concern
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|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**The Charity’s principal source of funds is**
**the Weekly Maintenance Contributions**
**received from residents.**| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**The investment objectives are safely to**
**grow the fund as much as possible for**
**use in the future maintenance of the**
**buildings.**| |A description of the principal
risks facing the charity|Para 1.46|**Investment risk in the future.**
**Risk of having insufficient sums should**
**major works be required and insufficient**
**reserves be held.**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Scheme of Trust.**| |How is the charity
constituted?
(e.g. unincorporated
association, CIO)|Para 1.25|**Unincorporated Association.**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**The Scheme of 1953 provides:**
**a. One ex-officio trustee being the**
**Vicar for the time being of**
**Pembury**
**b. 3 representative trustees – being**
**2 by the Parish Council of**
**Pembury and 1 by the committee**
**for the time being of The**
**Pembury Women’s Institute**
**c.**
**One Co-optative Trustee.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |||| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|**A policy for the Induction of Trustees**
**was last reviewed and approved in June**
**2022.**| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**The Charity is a member of The**
**Almshouse Association.**| |Relationship with any
related parties|Para 1.51|**None known**| |Other||| ## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Charles Amherst’s Almshouses
Other name the charity uses Pembury Almshouses
Registered charity number 209602
Charity’s principal address 7 Batchelors
Pembury
Tunbridge Wells
Kent, TN2 4ED.
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Nigel Morris Chairman Appointed 8 [th] September Pembury Parish Council
1
Stratton 2022
Nicola Jane Phipps Appointed 6 [th] October Appointed by Pembury
2
2023 Women's Institute
3 Margaret Weaver Appointed 1 [st] May 2022 Pembury Parish Council
Pauline Edith Resigned from 1 [st] June Co-optative Trustee
4
Franks 2024
Rev Richard Mark Vicar of Pembury
5
Worssam
Janet Winifred Appointed 9 [th] September Co-optative Trustee.
6
Pegg 2024
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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– Corporate trustees names of the directors at the date the report was approved **Director name N/A** Name of trustees holding title to property belonging to the charity **----- Start of picture text -----**
Trustee name Dates acted if not for whole year
N/A
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## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|N/A| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/A| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|N/A| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser**||| |**Surveyor**|Tyson Sheppard|Bracketts Chartered Surveyors, 27-29 High Street,
Tunbridge Wells, Kent, TN1 1UU.| |**Auditor**|Alan Hughes|7, Henwoods Crescent, Pembury, TN2 4LJ.| |**Treasurer**|John Franks|44, Ridgeway, Pembury, TN2 4ES| |||| ## **Name of chief executive or names of senior staff members (Optional information)** N/A ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Nigel Morris Stratton **Position (eg Secretary,** Chair **Chair, etc) Date** 28th August 2025 CharlesAmherst's Almshouses, Pembury Statement ofacrAJunt for ended 31st. Mar March'25 WMC from piopethes Bank Error ! No.19 Natlonwde interest paid Ltoyds Bank Interest pald BBC refund o'pymt on alc N.Barden Total Income 29.830.00 £40 1.741.82 1.505.39 106.00 33.223.21 Expenditure M8lnteriaiKe- Rijbf l(Samp Boilers 720.00 85.00 Plumber Minor fepairs Repairs toilet No.9 Archite¢tF"ees Replace oven No. 17 Security Garden Sub total S.E.Water Insufance Subs. Alm.Assn. T.V.'s Gardenwaste Bin5 169.99 711.75 1.089.00 755.23 685. 7.694.60 1,520.89 1.620.55 353.00 30.00 180.00 Keslther)Qs Gilts Repay o'pymtWMC's treasurers Expenses Net Income in exce55 of Expenditure 300.00 50.00 19.79 -11,768.83 21.454.38 Funds forwar(J frorn Lastyear Lloyds Bank Nationwide Call Account Nationw6de Investmeni 61.346.62 1.00 65.714.35 127.061.97 TotalAssets at year end 148,516.35 Represented ty Lioyds bankcurrent account less ols chqs Lioyds Bank Invesime Nation¥•ide investment 51.733.70 -755.23 50.978.47 36.012.72 36.012.72 61.525.16 61,525.16 148,516.35 PaEe l. continie(F oveileaf Charles Amherst's Almshouses- Statement ofAccount For the year ended 3110312025 contlnued Property repairs House All Amount 3.068.64 720.00 Archftect Root Boiler Mjnor rep All Plumber All 13 85.00 711.75 15 169.99 9 1.089.00 17 409.99 755.23 685.00 7.694.60 ien reps Security Garden Auditors Ststement /AnL/' /ickr& Omd E/- /TrL/i/, /