REGISTERED CHARITY NUP•lOEA: 213155 REPORT OF THE TRUSTEES AND UPIAUDITED H14ANaAL STATEMEf4TS FOR THE YEAR ENDED JIST DECEMBER 2024 FOR RUABON ALMSHOUSE CHARrrY Gw Walmsley Umlted Chartered Attountants 3 Grove Ra•d Wrexham LLII IDY
RUABONALMSIIOUSE CHAftITY COP4TENTSOF THE HNANCIAL WATEMENTS FOR THE YEAR ENDED $T DECEMBER 2024 PAGE Report of the tru5t••s fteport of th• Indeppndent EMmln•llon R•celpts and P•yments Attount St•t•ment of Ass•ts and Lhbllltl•s
211155 Prfndp•lAddrtts Mr R Oerwyn Thomis aerk lothe Trtssieès 118 PortA¢knCmK RuRbon WrexhRm LL14 OEF ChipwM MTh5wTb Mrsiul• M•¢*Mh MrJJoJnPAL Ind•p•nd•nt EMimln•r Gw¥Walmsl•¥ Llmlltd CharteitdAccouTri•nts 3 Grle4ad Wrextsrn IIDY
1111AlIAlmsII0SeOIAft1TY REPORTOFTHÉTNitsTfES FOR THEYIARINDED JISTDECEMlfila STrUCIIIRE,GtXIENIIANCEAND MAt114GEMEI4Y 60¥•rhI Do¢Mnt TbE¢hinty controld htlt's Trn5tet whlth was onth• iaihMgr¢h 1975 t4Nbstttl$ln Un1Th¢gvr1teOchiVltV, knntsadoNI Stru¢t4rn Tht. boavd olTrusleL%¢ompi15Q5 7 Trusiee5, 3 Dfflclo tlU5tee5 IlheVl<ar•nd Chui¢hwaidons lor tho parthhl Ind 4 NomlnAllvo TIu51ees who earh serw. a perloJ Oldr5. Ea<h NOMI4[eTr4Jste Isnominatod byth• Cornrn¥nllyCountllsolCèln Mawr. P¢oy(at, IlhvsllanLirchruio8 and RuabDTr. TheTIu5t•s htsld 4 Drdlnarymeellnas rannYM wilh Hnv•ddltbnal sperlbl ff•tlw545 9rnd. The IndlvhluJlcommunilycounc115i0minate TrewTrn5teeappoln¢mentS4nd rn.appolntrn•n15to the ty04rO ai nd whefi p?ih)d50fMNkehave COMÈ ton Ind. New TruiMesore8l¥n ChaillVCornmls%Kinguldineq on Trustrt ind rt5ponslbllk115 whEll wmmenclng th•lrTrust•e i•5. 111sk Manry•m•rt Th•Tiustt?I hav• a Idoniii¥and re¥w the ilsks iowhlch thech•rftyisewMd and ro •DsUIO apwowlate conlrolsare In towovlde ièasooabk •sswan¢• wlnstfr•ud and em)r. OIJFVIVE5ANDACTIVITIS 4llvlt Thp. Mil purgoseof IheCh•rly 1$ ioprudde kjw c1 ho518 lor Ihfftp•opfe d14mll•s. The alm5yopID sh•ll bewwns In nttd wthoar r•sftht In thear•a olken•fit aiho Ilmeol ipptslThrm•nt. The aiell glbqnefil •re t cornrnunltles OftTr M•wr. Pen Y C•¢ fifftosll•hrU•o9•0O Rwban. ACHIIVllltNFAND PIIFORMANte Durlnq 2024 thetrwtees hell 4 meetlni5 •nd recel¥ed l POrt. Thy •itended 2 slti vlslts an¥ 3 polky. Several IMher meet1% re held to dlcsuss tho pro4re55 on the i@ftsrblshment of nos I-S ¢hur¢h hou5•5+ ir•de ? piopwdes wilhln iht RbOrt Con5eiwallon ¥w¥thlch brf•n In 2023. The w¢pertles have h•d eitenslve et•rlor refuthshment Includln8 niw timber wlndow Ir•me5 to house rèfurtsshed rist Sron lTrst•nle•d flashln& ¢epl•cement of the Iront doors comply wlthcottser¥•tlon potltyl best pr•ctl¢e •nd new pick•i 8•tq5 to the buundiry. A hl8h wclllactknn Ihpyinl Intl rend•rto •rti•rnal wifis h•4 bcguThln conJtfVOtio wlthih•eohstfv•lo1tltQ1. Th• ¢h8rltyls kEon io Inyett propertlosto pre5er¥eand WOts¢tthotr h15tDrfcchiia¢ur and lo tn5ur• 1con•e tOSErye•s Pleatnd conrfMabthom•5. ThE Trus¢eeswouW Ilke to thank Wiexharn councilspiulmartin as p•rt gf tt$house tyaud sehEme. The xhernp h¢lp5 piopertyowners Mana renova% and provh1•5 sal•8wards sothry knowwork wll berd outsafean1 toa staodarf. A11 propertltswtre o(cupW duwlnB 2014 Twocommunlt¥irnSlo•5 wer• appthted io ¥aunciei thithid bEC¢ltIval4bIe. P•y2
AEPOATOFTHtTRUSTEts FtIR THEYEAR tPlDED315TDECtM•eRIo24 FIMAIICIAL VleVIEW PrfrlFunrMwStyurr Th• prlntlp•lfundlngsour(w lortheeh•ityirntrm•knleTr4nrcontr5butloS1d tyr•4ttents. Fund11$ •150 Irom in¥estyhents In the mill11Aotfft ofAlrftshou6e¥ thEChaiititsOffl(lallnve5tfflert aTrJ the Charhiesothclal lth¥Ystm¢ni 11¢•1. lWInd QbJ•¢ti4Y5 Ru3bon AlMShoe9OVQrnlrtldo¢Um¢DEl(hWsSs InwsimEntol monlES Imrn4dl•trtyie4ulred for Il% purpose In or¥pofft sueh Inv•simoJts as m•¥bethouKhl liL sublecl nevortholesJtO 5u¢h condltlon& If any, is rnaylorihe Ilme beln8 bè impose¢ by the Irusiees or roqulr¢d byliw. Th•de£15k)n lo Invest In easyac(essand lon8ef lund5 WaStaken by TNsioosto rnhiBlte the rtsk as011•0 wllh Sn¥esiin8solety In one IuDd whll¥ten5urlniihe $1 retuin on lTh¥•sirrthE lorthtth•rv. InvÈstmenipol1cSare k•.pt underre¥lEW by the Trusi$. ThECh•rltyheMÉ sts¢es Ihèithe7ryst•es'th411 Est4b115h ¥nd rnalntaln • te5eNolund, tobeenttthd ExlraNdlnary R•palr F¥Trd'. Ti4nihrsg1 not1•ssttthn E210aTe mithto Ihe fvnd iMwaly4 l%th• Inw5ttd In to NMCIF. Amlnlmum of6fOOnths toThtruUonsthouldbe h•hJ to wvei orf1niiynYM1nt&mnc•MIt ordwvfthbowdolTiu¥tq•s•n... .. ia zf . Ind sn•dan Ils bEh•Kby.' Mr Rkhwd Perw Thms
INDEPEf4DENT EXAMINER'S REPORTTO THE TRIJSTEES OF RUA8ON ALIIISHOUSE CHARITY Independent examiney's r•port to the trustees ol Ruabon Almshouse Charity I report to the charity trustee5 on my examinatlon of the accounts of Ruabon Almshouse Charlty lor the year ended 3151 December 2024 Responslbllltle5 •nd b•ii5 Ot r•port As the charity's trustees of Auabon Almshouse Charity you are re5POn51ble for the preparation of the accounts In accordance wlth the requirements of the Charitle5 Act 2011 Ithe Act) I report In respect of rny examlnation of the Trust's accounts carrlÈd out under sertlon 145 of the Act and In carryln8 Out mv emInal)n I have followed all applicable Olrertions 8lven by the Ch?rSty COMMs1On under sec¢lon 14515llb) of the A¢t. Independent ¢x•mln•Ws stat•m•m I have compleled my examlnatlon. I conflmi that no matfjTlal matters ha¥e comè to my attentlon in connertlon wlth the examln•lion 8lvlng me cause to bell4ve thot In any materlal respect: Attounlln8 records were not kept In respect of the Trust as requlred by sectlon 130 01 the Act; or the •ccounts do not accord with those records,. or the Kcounts do ntst compty wlth the èppllcable requlrements eoncèrnln8 the form and cgntent of accounts set out In the Ch•r(tSe$ l Accounts and Reports) Re8ulatlons 2008 other than •nv requlrement that the ateounts 8lve a Irue and falr Vlew whlch Is not a matter consklered as part of an Independent examlnatlon. I have no cOnrn5 and have come atrp55 no other matters In connectlon wlth the examlnatk)n to whlch attentlon should ?e drown In thls report In order to enable a proper under51andln8 of the accounts to be reKhed. 4aq.[(Av. A. Slmon Grlfflths for •nd on behalf of Guy Walmsley Llmlted Chartered Accountants 3 Grove Road Wrexham LLII IDY Date: ILS Pw•4
AAITY PiUM13E4121 Amttkte ¥24TthI funth 20U TOt•l kna RECEIPIS MaInt4llCEunVlJtkn1 Ofr¥ldends e1ve Iter•tely8rt 34017 596 34JJ17 $96 219 591 5UB70TAL 77 Dmdehds 3,456 TOTAL NtCPTS 39.701 PAWI Clrth'5Homunemion 2,W20 1820 2,161 3,223 l391 1,519 InsurinL• nkcharyes& InInteIl Postsy, st4tloneryVAAthrtiii*i Reylls 1391 1,97 I14 2,JlO Sundry E%p•nM$ ijo 1,164 210 7,316 2JO 7JlO io•n r•p•¥mwti-tht 6,151 SUBTOT AISETSAIKIINT>fJTAWPUKHAgE5 Proptityrefuthl$hYrteni Dl¥ld•ndi Irom th¥InnE1 r•ln¥e5te0 22,455 3.621 455 3,4S6 gJDTOTAL 26,0 4&216 46,Ilfj Is is 51,05d CASHVUNDSLASTYIAR CASM PIIFIDSASAT 11STDICIMIII 1014 31,9JJ 84,ODI 32,953
SE HA PIALMY NoLITy ITATEIENIAF ASSE1__ IND LIAALIIIEI CA1 FWIDS 4.579 IQ461 9M47 Chwtts50ffldal Inve5tmMt TOT•ACASMIUND5 RecweiAblèimuuTrts ts t•lheChirtty Plen1¥mI¢ll kn50t5¥ts 01mOUCQrnm0n Unr•tsiilth 977. 11¢fy)3 ChArhlesOfvW•l In¥ostmntFund.Inthm•u+l Ch•rlt1È3 offldl Inye51rn•DtFynd-Cy(Ik•l Milniw•nL 3.079. 20.293 21,91C¢ Uni•¥til4ted 207.3NJ 200,616 S?.721 Ch4rllJesntlkWliwtmehi Puhd-Inrornp.4rAI> C.h•iiv•soM¢llh¥•thMnt+und. Ll¢l( 14nlen4nrn IG9.8Q6 2JA16 21.910 siiyo L•Mv*IyOlWbYoulwyVd +3rowiithkniiN lTr¥•ilm•r 193.336 IBI,301 161,1 13,910 ,16&4) CII YCa•d 36 nn5GlIdr 1-5 Churrh NOU(PlPty1VV1¥llnkns UnroJt¢kt•d 4?5,rK IWL 565,W) 4?S,IXXI 56%C
io,caJ It530 59.075 11136 14.736 533 533 IA7&199 3•1 Unltttrirted Unrtitrtrted Unrestrk•d Pfopwtyimpro¥ernents Fithf Mdflll COrnpt wulpment The Propry1rl., i.SChurch HoutQSaAd NaTrt YGwaha ttedtEI0 the(fv. Thepmp•rtyreHlu•th)n w•stIrr*dltsV AGJMe4 FHICS. nklo Wbthln¢Mw1r Due 4ft•r IndependenteIlnIEeS 6A37 I176 9LYJ 6A37 19.191