CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 1- april 2022 Period end dats31"MARCH 2023 Period start date To Charity hugh chappington almshouses andrelief in need charity Charity registrallon numb•r:212886 Objectives and Activities Summary of the purposes of the charity as set out in its ovemin document Summary of the main activities in relation to thos8 purposes for the public benefit, in particular, the activities, projeGts or services identrfied in the arxounts. Statement confimiing whether the trustees have had regard to the guidan issued by the Charity Commission on public benefit have Addltlonal Infomwtlon (optlonal) You ma choose to include further statements where relevant about: SORP rel8rfftt P¥a 1.17 Provisk)n of accommodatlon for persons In need and reliof in need in the anclent arish of Little wwle The care and maintenance of 3 alms house8 by thè eharity to provldo also accommodation for 3 tenants also this year the trustees have stsrted a project to build 3 new alms hous•s which is in the final 8ts es of lannin We confimi that the trustees havg had regard to guldance by the charity commlsslon on publk benefft Pwa 1.17 wd 1.19 Pw• 1.18 P4Ya 1.38 Policy on grant making P4Ya 1.38 Policy on sooal investment including program related investnt 1.38 Contribution made by volunteers Other
Achievements and Perfomiance Provision of low rent accommodation for 3 tenants who would be outside the parish of Little Warley. IAaintenan¢e of the properties and of the gardens is carried out by contractors under the supervision of the trustees. the trustees also provide relief for the naedy from tim• to time. Summary ofthe main achievements of the chanty, identrfying the drfference the charity's yrk has made to the circumstances of its beneficiaries arKI any wider benefits to society as a whole. Pva 1.20 Addftlonal Infonnatlon (optlonal) You ma choose to include further statements where relevant about: Achievements again¥t objacaives set Pw• 1.41 Perfornian of furvJraisirvJ activities against objec*ives set Pm 1.41 Investment perfonnan against objectives Pwa 1.41 Other
Financial Review Review of the chanty's financial position at ts end of the period Pwa 1.21 This year we have refurbished No 2 at a cost of £13,789..plus general maintenance at cost of £3.464.New development costs to date are £17,682.plus our usual expenses as shown in the accounts. The extra costs were faciltiated by drawyng down £30K from investments. Our main income is from nts(wMC> and from18nd rent. on 31 March 2023 our bank balance was £10.327 and our finances remain sound. We maintain a reserve policy to ensure the sustainability of our projects, to manage vxpected o)sts or disruptions in income.and to invest in futur8 inrtiatives. Reserves enable us to remain restK)nsive to changing needs of the communty we $eNe , and to continue our operations ev8n during challen financial rlods. Statement explaining the policy for holding reserves ststing why they are held 1.22 Amount of reseNes hekl Reasons for holding zero reserves Details of fund materially in deficit Explanation of any UnrtaIntieS about the charity continuing as a going concem PWA 1.22 Para 1.22 P¥• 1.24 Pm1.23 Addltlonal inforniation loptlonal You ma choose to include further 8tstements wh8re relevant about.. The tharrty's principal sources of funds (induding any fijndraising) Pm 1.47 Investment policy and objectives including any social investment policy adopted Pwa 1.48 A desCriptn of the prÉncipal risks facing the charity 1.46 Other
Structure, Governance and Management Description of charity's trusts.. Type of goveming document P¥a 1.25 How is the charity Gonstituted? Pwa 1.25 unincorperated ..orald Trustee SeleCtn nEth(MJs tnduding details of any constitutional provisions e.g. election to post or name of any person or body entitbd to appoint one or more trustees Pwa 125 Tn*te•s are appointed at our agm Additional InforntiOn (optional) You ma choose to include further statewents wlwe relev&rt atx>ut". Policies aThd procedure8 adopted for the indudion arKI training of trustees Pw• 1.51 The tharity's organisaticmal structure and any vder network with which the charity works P1.51 Relationship with any related parties Pn lJ1 Other Reference and Administrative details Charit name Other name the cha Registered charity number Charity's prinupal address
Nam88 of the Gharity trustees who manage the charlty Truit•• name Offic• Ilf an Mame of person {or body) entltlod DWTee Clerk Treasurer TWHumm S E Fletcher P Bennett A Davis l Brett P D Cohen 10 12 13 14 15 16 17 18 19 20 orate trustees- names of the directors at the date the Dlrnctor nam• rtvrdsa roved Name of trustees hokling trtle to property belongin9 to the tharity Tru$tsg nam• Dths acle(I If not forTAr
Funds held as custodian trustees on behalf of others Description of the assets held in this capaaty Name and objects of the charity on vthose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangerrents for safe custody and segregation of such assets from the d)arity's own assets Addltlonal Infommtlon loptlonal) Names and addr8S3es of advlsers (Optlonal InfomMtlon) Typo of Nam• Addross adviser Name of chlef axecuthie or nam88 of senlor staff momb•rs Iopiional Infomwtlon) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o ional inforniation
Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's Irustees Slgnatur•ls) Full name(s) Position (eg Secretaryi Chair, etc) Tr•41? L¥y I 11 1o9/zD23
Rtrel i. Rent Basic 5.9ZJ.31 BuFdMwJ Repai ,153.80 Heatin 3,W.16 1.480.88 Repairs 1164.S3 .026.[1) Share Transtsr .thy).Th) I,(m.00 Land Rert 1.275.IK) Insurances Relunds 1.349.17 RelEf In Ne8d Dlrect Debil WIBad( 291.00 253.(Ml Fire Iwti 41,451.38 44TX17 n&17 7,045.06 10,327.85 Add Exce55 RetrJPaynwits 3,282.79 IOA27.85
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of H (LfiH (Hlpf IN QTrtl I DS. WE>£ NlWSeS On accounts for the year ended Charity no (rfany) 212Efé Set out on pages l port to the tNstees on my examination of the accounts of the above chanty fthe Trusf) for the year ended ResponsIbilie9 and As the tharity trustees of the Trust. you are responsible for the preparation basls of report of the accounts in accordance with the requirements of the Charitie$ Act 2011 (the Act.). I report in respect of my examination of Ihe Trust's accounts carried out under section 145 of the 2011 Ad and in carying out my examination, I have followed the applicabk Directions given by the Charity Commission under section 145{5)(b) of the Act. I have completed my examination. I confirn that no material matters have Come to my attention (other than that disclosed below.) in connedion with the examination whith gives me Gause to believe that in, any material resped.. accounting records were not kept in accordan¢* with section 130 of the Act or the accourrts do nol accord with aGcounts'ng records Independent examinerfs Statement I have no concems and have come across no other matters in connection wrth the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be re8¢thed. . Please delete the wonls in the br8ckets rfthey do not apply. Slgned: Date: Name: Relevant professional qualifatIon(sI or body (if any): tyLici irf Addrnss: ILT6P4 TfiMfL6 V6N c+ October 2018
Section B Disclosure Only complete rf the examiner needs to highlight matters of concem (see CC32, Independent examination of charity accounts.. directions and guMJance for examiners}. Give here brief details of any items that the examiner wishes to discloso. d[A October 2018