Trustees’ Annual Report for the period
From Period start date 01.01.2024 To Period end date 31.12.2024
Charity name: William Barber’s Almshouse Charity.
Charity registration number: 211189
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide almshouse accommodation for ‘poor’ people of New Buckenham |
| 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 |
Property & grounds maintenance |
| 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 regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional) You may choose to include further statements where relevant about:
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 Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main 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 | Maintenance of properties & grounds |
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 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See attached Receipts/payments account |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | EERF – for major renovation works & upgrading of properties which may be required in the future. |
| Amount of reserves held | Para 1.22 | 134,521 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 |
WMC payments |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | To transfer funds to ERF/savings accounts when considered suitable. |
| A description of the principal risks facing the charity |
Para 1.46 | Major disaster |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Scheme dated 31.12.1969 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | unincorporated |
| 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 | By advertisement in New Buckenham using local parish newsletter and local social media |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | William Barber’s Almshouse Charity |
|---|---|
| Other name the charity uses | |
| Registered charity number | 211189 |
| Charity’s principal address | 38 Factory Lane Roydon, Diss, Norflok IP22 4EG |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Mr J Frith | Chair | |||
| Mrs P Dynes | Vice Chair | |||
| Mrs M Dowson | Parish Council | |||
| Mr G Chase | ||||
| Mrs A M Shepherd | ||||
| Prof. C Wolfe | November 2024 | |||
| Mrs G Goodwin | Jan – Dec 2024 | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
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)
Position (eg Secretary, Chair, etc)
Date
WILLIAM BARBER’S ALMSHOUSE CHARITY
FINANCIAL STATEMENT FOR THE YEAR ENDED 31[ST] DECEMBER 2024
Registered Charity Number: 211189
WILLIAM BARBER’S ALMSHOUSE CHARITY Charity No: 211189
LEGAL AND ADMINISTRATIVE DETAILS
Trustees of William Barber’s Almshouse Charity
Jon Frith Gillian Goodwin (retired December 2024) Pauline Dynes Gordon Chase Nicola King (resigned February 2024) Mary Dowson – Nominative Parish Council trustee Anne Marie Shepherd Prof (Emeritus) Charles Wolfe OBE MD (Appointed December 2024)
Clerk
Jennifer Shorter
Bankers:
Lloyds Bank
Investment Funds:
M & G Securities PO Box 9038 Chelmsford
Lloyds Bank Fixed Term Asset Account
Basis of preparation of the accounts
The accounts have been prepared on a receipts and payments basis
WILLIAM BARBER’S ALMSHOUSE CHARITY
Charity No: 211189
FINANCIAL STATEMENT FOR THE YEAR ENDED 31 DECEMBER 2024
| General Fund Receipts & Payments Account Receipts Income from investments Common Investment Funds Dividends Common Rights, recycling donaton; &E-On WMC payments Total Receipts Payments Grants & donatons Christmas gifs to residents Gif to independent examiner Actvites directly relatng to the work of the Trust Repairs & maintenance Insurance Running Costs/inspectons/gardening Subscriptons/Training Trust Administraton Clerk’s fees & Admin Total Payments Net Receipts Cash funds at 1 January 2024 Transfer to ERF Transfer to Long term savings account Cash funds at 31 December 2024 |
2024 2023 £ £ £ £ 4,737 3,630 45 712 21,430 18,349 26,212 22,691 421 388 150 571 150 538 1,311 12,145 857 1,002 677 1,138 267 248 3,112 __ 14,533 1,322 1,322 1,326 5,005 16,397 21,207 6,294.00 68,880 62,586.00 35,000 10,000 45,087 68,880.00 |
£ |
|---|---|---|
WILLIAM BARBER’S ALMSHOUSE CHARITY Charity No: 211189
FINANCIAL STATEMENT FOR THE YEAR ENDED 31 DECEMBER 2024
| Statements of Assets | 2024 |
|---|---|
| Cash Funds | £45,087 |
| M&G Charity Multi Asset | £124,521 |
| Lloyds Fixed term asset account | £ 10,000 |
Freehold Property
The Almshouses, Castle Hill Road, New Buckenham Deeds held at Spire Solicitors, Attleborough
CHARITY (OMMISSION Receipts and Payments Accounts Chafity name Charity number(itany) IEEtin For the peiiod from (start date) EEItIt] Section A Receipts and payments Vnrestiicted funds lo Ihè rbe4re51 e511iCted Ivnd5 lo the ThteSt Endowment funds to thè fteafesl Total Ivnds last year Al Re¢eipts to thE neafÈ51 Ioihe ThÈaies1 J¥4 c }A"1,4 i 71 1 .3w4 30 Sub lorol A2 AHel and iftvesim•fit salrf, ot To1 fe¢wpls 2GYI AJ Payments (',,% i? 53 857 Jii 1 221 LtQi<% -4 .9 IN5 Sub total A4 Asset and iftwestmenl pu¥rSe$. et( Totulpoymenls Rlef olieceipis/(poymenls) A5 Tfanslers between funds A6 C•sh hnds14st yeaw end C05h lund5 Ihis yeor end IL4q J5t6 CC16a M•ich 2012
Section B statement of èssets a nd liabilities at the end of the period Ufiie5tii(ted funds to the netre5t Resliicted funds tty rhe rre$l EndowmeTrt funds to thè nèarest Details 81 t45h funds 'u'£R£ Ac£oLipJ I os7 olo {04reeboA7ts wilh tel$ on(Ipoymenr5 QfCOVlJt(s)J Unie5tiicted lunds lo the nearesi Restriited Iijnds to Ihe neaiÈst EndowrTrent lunds DetaiLs B2 Othw M•fiaryssets Fund to which 55et belongs Cost loptiono Delèils Cuiiènt value 83 lTrvMtm•ni •y•ts 4C¢FAk15 LLON)S 10 CIDG Fund lo which sset belongs Cos1 (optitrfièll Deiails CurieTrl value Fund io whi<h Deioils Amount due When dtse B5 Liabililies Signed by one or two trustees on behalf ol all the Iiustees Signalure Piint njme Llate ol appiovél CC16a March 2012
CHARITY COMMISSION Independent Examiner's Report on the Accounts Section A Independent fxaminer's Repoft Repoit to the trusiees/inEmber5 01 On ount5 loi the year ended SÈI oyt on page5 Resptttive iespoftslbiliti•s gf trnstees The Ihaiity's tsustees are iesponsible lor the prepaiallon ol the auaurlts. The charity's tiustees cons-hler ihal an audit is not required loi this year undei section 144 of the Chaii¢ies Acl 2011 (the Charities ACQ and that an independent examination is needed. It is my respothsibilily lo.. examine the accounts undei section 145 01 the Charities Act, to lollow the piocedures laid down in the general OireitiOn5 given by the Chaiity (ommtssion (undei S[10 14515llb) ol rhè (hoiitle5 Act), and to state whether particulai mètteis h•¥e to my attention. bosis ol •Thd¢Pende examifi•rfs My exjmination was carried out in accoidanie wlth 9enei)l Olfettions glven by the Charity Commission. An examinotion inilude5 o review Trl the occounting fecoids ept by Ihe chaiily a comparison ol the accounts presented with Ihose iecord5. It also includes consideraiioTh ol any unusual ilems or disclosuies in the accounts, and seekin9 explanotions Iiom the trustees conceinin9 any surh Tnaller5. Ihe pio£edufes undèiiaken do noi provide all Ihe evidence Ihal would be required in an audit, Ind tonsequently no ow'nion is givefi as to whethti Ihe accounts present a 'liue and lair. view and Ihe report is lim¥ted to those malleis sel out in the statement below. Indtptr•d*ht ¢umiTrei's %t•lemtnt In conneclion wilh rny eiamination. no matter has iome to my attention (4Lb lil whith give5 me iea50nable cause ro belle¥e ihai lfi, any mèteilal iespecl, the requiieMen- lo keep accounting records in accordance with section 130 01 the Charith-e5 ACL. lo prepaie acioun15 which accord with the accounting rtcaids ond iomply with the accounting requiiements of the Chjrities Act have nol been me¢. or (2) to which, in my opinion. attention should be drawn in oroer lo enable a piopei understanding ol the èccounls to be ieo<hed. . pleQ delele Ihe wof¢Js in ihe bmcke15 il they do not opply. Si9ntd Dale rtvty"/ Relevant professional quèlilii•tionl5) oi body (il any) Ctl..4ift¢cl? Addwess tIL 24r IER March 2012