2025-12-31-accounts - William Barber's Almshouse Charity

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CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From To 01.01.2025 31.12.2025 Period start date Period end date Charity name: William Barberfs Almshouse Charity Charity registration number: 2011189 Objectlves and Actlvltles SORP rnfererKe Summary ofth8 purpjses of the charity as set out in its overnin document Summary of the main activities in relation to those purposes for the public benefit, in particu18r. the activities, projects or services identified in the 8ccounts. Statement confinning whether the trustees have had regard to the guidance issued by the Chanty Commission on public benefit Para 1.17 To provide almshouse accommodation for 'poor' people of New Buckenham Parn1.17a 1 19 To rnaintain and update tho properties as rnqulred, malntain the grounds. provide asslstance aides (eg ramps) as requSred for moblllty purposes P•r• 1 18 Additional information {OPlional) You may choose to include furthgr stslemenls where relevant about.. oGRr i¥1¥¢*¥ NIA Parn 1.38 Policy on grant making NIA Por8 1 38 Policy on soaal investrnent including program related investment NIA Contribution made by volunieers Other

Achievements and Perforn)ance SORP r¢krerK* Complete redecoration of No 2 Almshouse and maintenance of the three other almshouses Summary of the main achievèments of the charity. identifying the difference the charity's work has made to the circUmstanS of its b8neficiaries and any wider benefits lo society as Para 1.20 Additlonal inforniatlon (optlonal) You may choose to include fiJrtPÉr statements where rekvant aboLrt'. Achievements against objectives set Pw• 1.41 Perfomance of fundraising activities against objectives set P•r• 1.41 Investment performance against obiectsves Pw• 1.41 Other

Flnanclal Revlew Review ol the chanty's financial position at the end ofthe nod Statement explaining the policy for holding reseeS statin wh the are hel¢J Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any unc8rtainlies about the charity continuing as a going contsm Pard 1 21 The financial position of the charity is I good Para 1 22 ' The reserves are held for any unforeseen disaster occurring to anylall the rties P4ro 1 22 Para I r2 Para 1 24 Par4 1.23 None Additional inlorni•tlon (optional) You ma choose to indude further statements th relevani at)out'. The charity's principal sources of funds (induding any fundraising) Para 1 47 Investing surplu$ funds into th¢ Extraordinary Repair Fund Investment policy and objectives including any social investment policy adopted Para 1.46 A d8SCriPticn of the principal risks facing the charity Pirn1.48 Other

Structure, Governance and Management Description of charity's trusts.. Type of goveming document PaR125 Tntst deed How is the charity constrtuted? Para 1.25 Tntst Trustee selection methods including details of any constitutional provisions e.g. eledion to post or name of any person or body entitled to appoint one Of more trustees Parn125 Parish Council will only appoint 1 trustee. Residents of New Buckenham are encouraged to become trustees Additional infomiation (optlonal) You ma choos8 to in¢lud8 further statements ravant about.. | Policies and procedures i adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider neork with which the charity works P*ra 1.51 Relationship wAth any related partie$ Pw• 1.51 Other Reference and Administrative details Chanty name Other name the chant uses istered than number I Charity's principal address Wlliam Barberfs Almshouse Charit 211189 1 38 Factory Lane i Roydon Diss, Norfolk IP022 4EG

Narnes of the charity trustees who manage charity Dates if not forwhole ear Trustee name Office lif any) Name of person lor bodyi èntiti toa oint trustee if an Mr Jon Frith Mrs Pauline Dynes Mrs Mary Dowson Mr Gordon Chase Mrs Anne-marie Shepherd Prof Charfes Wolfe Chair vichair Parish Council Ms Georgina Stanf181d February 2025 10 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of th8 directors at the date the re Director name ortwasa rov8d Name of trustees holding lit to properly bekgIng to the charity Trustee name Date¥ acted rf not forwhole

Funds held as custodian trustees on behalf of others Descnption of the assets held in this capacity Name and objects of the charily on whose behalf the assets are held and how this falls within the cuslodian charily s objects Details of arrangements for safe custody and seyivgation of such assets from the charity's o assets Additional inforniation (opts'onal) Names and addrnssès of advisers (Optional infomiation) Type of Name Address adviser Name of chlot executlve or names of senior staff rnember5 (Optbonal inforniationl Exemptlons from dlsclosure Reason for non-disclosur8 of ke ersonnel details Other o tional Infomiatlon

Declaratlons The trustees deelare that they have approved trustees. report above. Signed on behalf of the charity's trustees Signature(s) Full name(sl Position leg Secretary, Chair, etc) Date

CHARITY COMMISSION Receipts and Payments Accounts Chaiily naffle Charity nurnber (if any) tEEEEEt] for the period Iiom15tsrr dète) tIEIEffl Section A Receipts and payments UDieslri£ted luThds tht Aearesi Restiicled funds ¢0 Ihe rtwresl Endtswment lunds lo Ihe nearest Total lunLIs lèsi yeai lo the neaie5t lo the ne8rpii A1 It•¢•ipts 471 Sub tQlol J6 If8 A2 Asset and inve5trnoot s•les. •tt Tofol iecwpts '36lj8 A3 P¥yments Olf1? J-13 EL+ ¥{ 7 967 eo Sub totol A4 Assel IAveslm4fit p¥rch•ses. el¢ rotolpoyments Net of ieceip15/{payment5) A5 TiaM5ters between luThls A6 Cash last year end Cosh funds this yeai end *{ 0É7 C(16a Morch 2012

Section B Statement ot a55ets and liabilities at the end ol the period Unrestricted funds to the neore51 Restiicted funds t¢ the ne4res1 Endowment funds Oetails B1 Cash lunds olo ros un (Goieebolonre5 rePts0dP0YmtrsOllWnrf5)} Unre5triited lurnds to the ratest Restricted funds to Ihe rwie5t Endowment funds lo the nearest Derails B2 Other monet•WV •55ets lund lo which ssei belongs C05t Current volue Oelails B3 Invwlment •5sots 13F?Its Fund to whlch Jssel belongs C¢sl Current value Oetails 84A%ts rEl•lned kn th• dwiirfs own s* Fund to which ArnouTrt due loptionjl) When due {optional) elails 85 ii•bilili•s Signed by one 01 two tivstees on behèll Ipl all ihe tIUStees Signatuie l¥int name Dale of approval S) CC16a M4wch 2012

CHARITY COMMISSION Th.: ":'- Independent Examiner's Report on the Accounts Section A Independent Examiner's Report Repoit to the twbsiees/niembers ol accounts loi the year ended Charity no lil anvl Set out on paoes Iieffmii lalAtldE It9E addilicnd15hee151 Il•specli responsibilities d trnst•es The Iharity'5 twslee5 ale responsie loi the prepaiation ol the aciouTrls. The charity's d ex•min tiustees conshlei that an audit is nor required lor Ihis year undef section 144 01 the Chiiilies Ait 2011 (the Chafilios Act) and that an indepEndent examinalion is needed. Ir is my iespon5ibilily to". exèmirte ihe aicounls undei section 145 01 the (hoflties Act, to follow the pio(edu¢e5 laid down in the general Diieitions given by the choiily CommisSn Ivndei soition 14515)Ibl of the Cthaiities Acll, and to state whethes paityculai matters have come lo my attention. Basis of lThJependeTht ex•fflln•T's statement My examinèlioft was iaiiied out in accordance with genefal Oir£Ylions given by the Ch4tiily Commission. An emèrnination iniludes a review ol the acLouniing ieioids kept by Ihe charily and a comparison ol Ihe accounls pieseDted with those iecoids. 11 èlso inclvdes consideration ol ony unusual Items 01 disclosures in the a(counts, and seeking explanation5 liorn the liuslp.es cnncp.Ining any su(h matters, The pioiedure5 underiakefi Oo not piovide fjll ihe e¥ideThce that would be iequiied in in iudil, aThd con5tquenlly no opinion is given as to whelhei the a(counis present / 'true and lair, view the reporr is limited lo those rnalleis Sel out In the 5talemenl below, Independent exomlnei's stat•meTht In connection with tny ex4minotion, no malteT has corne to my attentlon (1) which 9i¥es mè rèasonable tats5e lo believe that in, any maleiial iespe(I, the iequiiemenls.. lo keep accounting recoids ifi accordance with lo which. ID my opinion. altention should be diawn in order to ènable a proper underslanding ol the ac<ounis be leached. ° Pleose delefe ihe vmid3 In the biockels il they do not opply. Signed Oéte Naffle Relevaiit professional qualificafion<sl or body (il aThy} rtéTI.Le Addre55 -14 J?fLL*vI CH IER Marih 2012