| , Achievements | against | against | . , |
In 2020, COVID restrictions limited the trustees' |
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|---|---|---|---|---|---|---|
| !objectives set | ; ' |
communication with residents largely to phone contact. However the programme ofworks to improve the |
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| ~ | appearance and utility ofthe garden and the condition of |
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| I | individual apartments was able to continue |
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| A handrail was fitted tothe side door ofFlat 2 |
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| In the garden, a holly tree was removed and an apple |
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| tree lopped | ||||||
| Access around the garden was improved with the |
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| paving ofthe path and the open space at the west end | ||||||
| ofthe building The offer to all residents to redecorate a room in each, |
' | |||||
| flat, where accepted, was fulfilled. An programme | ||||||
| offering the redecoration ofa second room is now |
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| underway. | ||||||
| An architect was commissioned to carry out a |
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| 'quinquennial-style' condition survey ofthe building. An |
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| initial external inspection was begun in 2020 and is |
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| expected to complete in 2021. |
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| in response to the Covid-1 9pandemic, the Trustees put in |
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| place a deaning regime forthe common areas aimed at |
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| reducing the risk ofspreading the virus via surface |
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| contact. Non-essential maintenance was suspended and |
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| all visiting engineers/tradesmen were required towear |
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| masks and take appropriate precautions. |
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| During periods when physical visits were not allowed, |
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| Trustees kept track ofresidents' well-being through |
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| regular phone contact. | ||||||
| Financial Review | ||||||
| ; Review oftha charity*s . financial position at the end of i the period |
Over the year a small operational surplus ofF1,843was achieved. The total off31.2k resources expended included the one-off cost ofnearly E10kto repave areas of the garden, and the costs ofthe rolling programme offlat |
' | ||||
| redecoration. | ||||||
| T | ||||||
| Statement explaining |
the | efunds held by the charity on deposit at the end ofthe | ||||
| .policy forholding | reserves | year amounted to R80,720.The trustees consider it |
||||
| ,'stating why they are held |
prudent to increase this reserve by afurther R30k in case | |||||
| of major works being needed on the building, such as re- |
||||||
| roofing. | ||||||
| The charity's principal | sources | ,'The charity's sole source offunds is the residents' Weekly |
' | |||
| offunds (including | any | ~iMaintenance Contributions. |
||||
| fundraising) | The Trustees reviewed the WMC in 2019and from 1st | |||||
| January 2020 itwas increased in line with inflation tof82 |
||||||
| per week (F97forthe two bedroom flat). |
| A description ofthe principal | The principal risks facing the charity are |
|
|---|---|---|
| risks facing the charity | Expensive building repairs. Regular |
inspections are |
| carried out and remedial work undertaken. The |
||
| trustees have initiated a quinquennial | inspection | |
| routine, and will review the reserves | policy to help | |
| mitigate this risk | ||
| Threat to life and property from firn, | flood or other | |
| accident. Since the end ofthe reporting period, the |
||
| trustees have carried out a new risk |
assessment and |
|
| produced an associated maintenance |
action plan. | |
| The risk offalling demand forAlmshouse |
||
| accommodation. All eight apartments |
have been fully | |
| occupied since the completion of refurbishment in |
||
| 2003and trustees keep a record ofany dedarations | ||
| ofinterest in vacancies received. |
| I | Description ofcharity's trusts | ||||
|---|---|---|---|---|---|
| l | Type ofgoverning document |
Charity Commission amended 20th July |
Scheme of2nd October 1956,as 1998 |
||
| Howis the charity constituted? | Charitable Trust |
||||
| Trustee selection methods | The Charity is administered by voluntary |
trustees: | |||
| including details ofany |
ExofIicio: Vicar | or Priest-in-charge | and two | ||
| constitutional provisions e.g. election topost orname of |
churchwardens Ipswich, plus |
ofthe parish ofSt Mary at the | Elms, | ||
| any person orbody entitled to | One other person appointed by the |
Parochial | Church | ||
| appoint one ormore trustees | Council |
| Charity | name | name | ~ANN SMYTHE ALMSHOUSES |
|---|---|---|---|
| Other name | the charity uses | STMARY ELMSALMSHOUSES | |
| Registered | charity number | 213747 | |
| + | |||
| Charity's | principal address | StMary at the Elms Vicarage, | |
| 68Black Horse Lane | |||
| Ipswich | |||
| ,'IP1 2EF |
| ONce (Ifany) | Dates acted Ifnot forwhole year | |||
|---|---|---|---|---|
| 1 | Rev John | Thackray | Chair | |
| 2 | Robert Hugh Pierce | Treasurer | ||
| Jacqueline | Mary | Trustee | ||
| Leach | ||||
| 4 | Robert Stirling | Trustee |
| far | the, pei&o5 | ||||||||
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