## **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 Tht*eSt 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 To￿1 fe¢wpls 2GYI AJ Payments (',,% i? 53 857 Jii 1 221 LtQi<% -4 .9 IN5 Sub total A4 Asset and iftwestmenl pu¥r￿Se$. et( Totulpoymenls Rlef olieceipis/(poymenls) A5 Tfanslers between funds A6 C•sh hnds14st yeaw end C05h lund5 Ihis yeor end IL4q J5t6 CC16a M•ich 2012 Section B statement of èssets a nd liabilities at the end of the period Ufiie5tii(ted funds to the netre5t Resliicted funds tty rhe r￿re$l EndowmeTrt funds to thè nèarest Details 81 t45h funds 'u'£R£￿ Ac£oLipJ I os7 olo {04reeboA7t￿s wilh ￿tel￿$ on(Ipoymenr5 QfCOVlJt(s)J Unie5tiicted lunds lo the nearesi Restriited Iijnds to Ihe neaiÈst EndowrTrent lunds DetaiLs B2 Othw M•fi￿ary￿ssets 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