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
Chi*pwM
MTh5wTb*
Mrsiul• M•¢*Mh
MrJJoJnPAL
Ind•p•nd•nt EMimln•r
Gw¥Walmsl•¥ Llmlltd
CharteitdAccouTri•nts
3 Gr￿le4￿ad
Wrextsrn
IIDY

1111A￿lIAlmsII0￿SeOIAft1TY
REPORTOFTHÉTNitsTfES
FOR THEYIARINDED JISTDECEMlfila
STrUCIIIRE,GtXIENIIANCEAND MAt114GEMEI4Y
60¥•rhI￿ Do¢*Mnt
TbE¢hinty ￿control￿d htlt's Trn5tet whlth was onth• iaihMgr¢h 1975 t4Nbsttt￿l$ln
Un1Th¢g￿vr1teOchiVltV,
*knntsadoNI Stru¢t4rn
Tht. boavd olTrusleL%¢ompi15Q5 7 Trusiee5, 3 Dfflclo tlU5tee5 IlheVl<ar•nd Chui¢hwaidons lor tho parthhl
Ind 4 NomlnAllvo TIu51ees who earh serw. a perloJ Old￿r5. Ea<h NOMI￿4[￿eTr4Jste￿ Isnominatod byth•
Cornrn¥nllyCountllsolCèln Mawr. P¢oy(at, IlhvsllanLirchruio8 and RuabDTr.
TheTIu5t•*s htsld 4 Drdlnarymeellnas ￿rannYM wilh Hnv•ddltbnal sperlbl ff•tlw545 ￿9￿rnd.
The IndlvhluJlcommunilycounc115i0minate TrewTrn5teeappoln¢mentS4nd rn.appolntrn•n15to the ty04rO ai
nd whefi p?ih)d50fMNkehave COMÈ to*n Ind.
New TruiMesore8l¥*n ChaillVCornmls%Kinguldineq on Trustrt ind rt5ponslbllk115 whEll wmmenclng
th•lrTrust•e i￿•5.
111sk Manry•m•rt
Th•Tiustt?I hav• a Idoniii¥and re¥*w the ilsks iowhlch thech•rftyisewMd and ro •DsUIO
apwowlate conlrolsare In towovlde ièasooabk •sswan¢• wlnstfr•ud and em)r.
OIJFVIVE5ANDACTIVITIS
4*llvlt
Thp. Mil￿ purgoseof IheCh•rly 1$ ioprudde kjw c￿1 ho￿51￿8 lor Ihfftp•opfe *d14mll•s.
The alm5yopID sh•ll bewwns In nttd wthoar* r•sftht In thear•a olken•fit a*iho Ilmeol ipptslThrm•nt. The
aiell glbqnefil •re t￿ cornrnunltles Oft￿Tr M•wr. Pen Y C•¢ fifftosll•￿￿hrU•o9•0O Rwban.
ACHIIVll*ltNFAND 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 R￿bOrt Con5eiwallon ¥w¥thlch brf•n In 2023. The w¢pertles have
h•d eitenslve e*t•rlor refuthshment Includln8 niw timber wlndow Ir•me5 to
house rèfurtsshed rist Sron lTrst•n*le•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•l￿￿o1tltQ1.
Th• ¢h8rltyls kEon io Inyett propertlosto pre5er¥eand WOts¢tthotr h15tDrfcchiia¢ur
and lo tn5ur• 1￿con￿•￿e tOSErye•s Plea￿￿t￿nd conrfMab*thom•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 be￿r￿d outsafe￿an1 toa staodarf.
A11 propertltswtre o(cupW duwlnB 2014
Twocommunlt¥irnSlo•5 wer• appthted io ¥aunciei thithid bEC¢l￿tIval4bIe.
P•y2

AEPOATOFTHtTRUSTEts
FtIR THEYEAR tPlDED315TDECtM•eRIo24
FIMAIICIAL VleVIEW
Prfr**lFunrMwStyurr
Th• prlntlp•lfundlngsour(w lortheeh•ityirntr*m•knleTr4nr*contr5butlo￿S￿1d tyr•4ttents. Fund1￿1$ •150
Irom in¥estyhents In the mill￿11A￿￿o￿￿t￿fft ofAlrftshou6e¥ thEChaiititsOffl(lallnve5tffler*t
aTrJ the Charhiesothclal lth¥Ystm¢ni ￿11¢•1.
￿l￿WInd QbJ•¢ti4Y5
Ru3bon AlMSho￿￿e9OVQrnlrtldo¢Um¢DEl￿(hWsS￿s 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 as￿011•0
wllh Sn¥esiin8solety In one IuDd whll¥ten5urlniihe ￿$1 retuin on lTh¥•sirrthE lorthtth•r*v.
InvÈstmenipol1c￿Sare k•.pt underre¥lEW by the Trusi￿$.
ThECh•rlty￿heMÉ 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 toThtr*uUonsthouldbe h•hJ to wvei orf1niiy￿nY￿M1nt&mnc•MIt￿
ordwvfthbowdolTiu¥tq•s•n... ..
ia
zf
. Ind s*n•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
e￿mInal￿)n I have followed all applicable Olrertions 8lven by the Ch?rSty COMM￿s1On 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 cOn￿rn5 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
MaInt4ll￿CEunVl￿Jtkn1
Ofr¥ldends ￿e1ve
I￿ter•￿￿tely8rt
34017
596
34JJ17
$96
219
591
5UB70TAL
77
Dmdehds
3,456
TOTAL NtC*PTS
39.701
PAWI
Clrth'5Homunemion
2,W20
1820
2,161
3,223
l391
1,519
InsurinL•
nkcharyes& I￿nInte￿Il
Postsy, st4tloneryVAAth*rtiii*i
Reylls
1391
1,97
I￿14
2,JlO
Sundry E%p•nM$
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¥￿In￿nE1 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 No￿LITy
ITATE*IENIAF ASSE1_￿_
IND LIAALIIIEI
CA*1 FWIDS
4.579
IQ461
9M47
Chwtts50ffldal Inve5tmMt
TOT•ACASMIUND5
RecweiAblèimuuTrts ts t•lheChirtty
Pl￿en1¥mI¢ll￿
kn50t5¥ts￿ 01￿m￿OU￿CQrnm0n
Unr•tsiilth
977.
11¢fy)3
ChArhlesOfvW•l In¥ostm*ntFund.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¢l*lh¥•thMnt+und. Ll¢l(
14*nlen4nrn
IG9.8Q6
2JA16
21.910
siiyo
L•Mv*IyOlWbYou￿lwyVd
+3rowiithkniiN lTr¥•ilm•r
193.336
IBI,301
161,1
13,910
,16&4) CII YCa•d
36 ￿nn5￿GlId￿r
1-5 Churrh NOU￿(Pl￿P￿ty1￿VV1¥l￿lnkns
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*
COrnp￿t￿ wulpment
The Propry1rl￿., i.SChurch HoutQSaAd NaTrt YGwaha ￿tted￿￿tE￿I0 the(fv￿.
Thepmp•rtyreHlu•th)n w•stIrr*d￿ltsV AGJMe4 FHICS.
nklo
Wbthln¢Mw￿1r
Due 4ft•r
Independente￿Il￿n￿￿IEeS
6A37
I1￿76
9LYJ
6A37
19.191