## **Trustees’ Annual Report for the period** **From 1[st] January 2021 To 31[st] December 2021** **Charity name: ANN SMYTHS ALMSHOUSES Charity registration number: 213747** ## **Objectives and Activities** **----- Start of picture text -----**
Summary of the purposes THE PROVISION OF HOUSING ACCOMMODATION
of the charity as set out in FOR RESIDENTS; AND SUCH CHARITABLE PURPOSES
its governing document FOR THE BENEFIT OF THE RESIDENTS AS THE
TRUSTEES DECIDE.
Summary of the main The provision and maintenance of self-contained
activities in relation to apartments as accommodation for eight women
those purposes for the aged fifty years and over, who are also
public benefit. communicant members of the Church of England.
The provision and maintenance of a garden for the
shared enjoyment of the residents.
Statement confirming The trustees have regard to the guidance issued by
whether the trustees have the Charity Commission on public benefit
had regard to the guidance
issued by the Charity
Commission
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## **Achievements and Performance** **----- Start of picture text -----**
Summary of the main The charity continues to maintain the eight
achievements of the apartments in a reasonable condition, providing a
charity, identifying the comfortable, safe and secure home for the
difference the charity’s beneficiaries of the charity.
work has made to the
The trustees are committed to keeping the
circumstances of its
residents’ weekly maintenance contribution at a
beneficiaries and any
level that is affordable to those with limited means
wider benefits to society as
who might otherwise not be able to afford to live
a whole.
independently in the parish.
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Achievements against In 2021, COVID restrictions and appropriate
objectives set guidelines for reducing the risk of infection
continued to be applied.
However the programme of works to maintain and
improve the condition of individual apartments was
able to continue and rooms in several of the flats
were redecorated to the satisfaction of the
residents.
The architect’s quinquennial condition survey of the
building was completed. The highest priority
recommendations (rated A or B) were incorporated
into a schedule of maintenance tasks, to take
precedence over the programme of room
redecoration.
Trustees kept track of residents’ well-being through
regular phone or in person contact and the annual
‘inspection’ visit was reinstated.
Financial Review
Review of the charity’s Over the year an operational surplus of £8,936 was
financial position at the achieved. Half of the total £23,522 resources
end of the period expended was spent on repairs and renewals
including the rolling programme of flat
redecoration. The appointment of a new salaried
Clerk to the Trustees towards the end of the year
will increase the charity’s future regular
expenditure.
Statement explaining the Following a review of the Charity’s reserves policy,
policy for holding reserves and being aware of the potential schedule of work
stating why they are held that might emerge from the quinquennial survey
report, the trustees increased the funds held by the
charity on deposit to £110,000.
The charity’s principal The charity’s sole source of funds is the residents’
sources of funds (including Weekly Maintenance Contributions.
any fundraising)
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A description of the The principal risks facing the charity are
principal risks facing the · Expensive building repairs. Regular inspections
charity
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 fire, flood or
other accident. Since the end of the reporting
period, the trustees have carried out a new risk
assessment and produced an associated
maintenance action plan.
· The risk of falling demand for Almshouse
accommodation. All eight apartments have been
fully occupied since the completion of
refurbishment in 2003 and trustees keep a
record of any declarations of interest in
vacancies received.
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## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Charity Commission Scheme of 2nd October 1956,
document as amended 20th July 1998
How is the charity Charitable Trust
constituted?
Trustee selection methods The Charity is administered by voluntary trustees:
including details of any · Ex officio: Vicar or Priest-in-charge and two
constitutional provisions churchwardens of the parish of St Mary at the
e.g. election to post or Elms, Ipswich, plus
·
name of any person or One other person appointed by the Parochial
body entitled to appoint Church Council
one or more trustees
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## **Reference and Administrative details** **----- Start of picture text -----**
Charity name ANN SMYTHS ALMSHOUSES
Other name the charity ST MARY ELMS ALMSHOUSES
uses
Registered charity number 213747
Charity’s principal address St Mary at the Elms Vicarage,
68 Black Horse Lane
Ipswich
IP1 2EF
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Trustee name Office (if any) Dates acted if not for whole year
1 Rev John Thackray Chair
2 Robert Hugh Pierce Treasurer
3 Jacqueline Mary Leach Trustee
4 Robert Stirling Trustee
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## **Other optional information** In September 2020, the Clerk to the Trustees, Andrew Duncan retired and following an advertisement and interview process, Ms Lizzie Paton was appointed as his salaried replacement. Mr Duncan was gratefully thanked for his eleven years of service. ## **Declarations** **----- Start of picture text -----**
The trustees declare that they have approved the trustees’
report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s)
Position (eg
Secretary, Chair,
etc)
Date
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## **Annual Accounts** ||**Annual Accounts**|**Annual Accounts**|**Annual Accounts**|**Annual Accounts**||| |---|---|---|---|---|---|---| |From (start date)
Charity Name|to (end date)
Charity No
(if any)
Ann Smyth's Almshouses
for the period
Friday, January 01,2021
|||||| ||||||Friday,December31,2021|| |||||||| ||||||
213747|| |||||||| |**Section A**|**Statement of Financial Activities**|||||| |**Incoming resources**
Contributions from residents
32445
0
0
603990
612926
8936
**Incoming resources from generated funds:**
**Costs of generated funds:**
**Transfers between funds**
**Fund balances at 1**
**January 2021**
**Fund balances c/fwd at 31**
**December 2021**
23522
Charitable activities,
provision of sheltered
0
0
**TOTAL RESOURCES EXPENDED**
**Net incoming/outgoing**
**resources**
V A Marriott Rentention
525
22997
Governance costs
14
**TOTAL INCOMING RESOURCES**
**Resources expended**
Investment income
0
32458
0
0
**Incoming resources from charitable**
**activities:**
**Endowment**
**funds £**
**Unrestricted**
**funds £**
**Restricted**
**income funds**
**£**
**Note**|||||
**Total this**
**year £**
**Total**
**last year**
**£**|| |||14|||14|172| |||||||| |||32445|||32445|32936| |||0|||0|0| |||32458|0|0|32458|33107| |||||||| |||22997|||22997|30765| |||525|||525|500| |||||||| |||23522|0|0|23522|31265| |||||||| |||8936|||8936|1843| |||||||| |||603990|||603990|602147| |||612926|0|0|612926|603990| |||||||| |**Section B**|**Balance Sheet**|**Balance Sheet**|**Balance Sheet**|**Balance Sheet**|**Balance Sheet**| |---|---|---|---|---|---| |Signature
612926
Signature by one or two trustees on behalf of all trustees
Unrestricted funds
Restricted funds
612926
Endowment
**Total assets less current liabilities**
612926
**Creditors**
300
**Total current assets**
212020
212020
**Current assets**
Debtors
Cash at bank and in hand
**Total fixed assets**
401206
**Fixed assets**
Tangible assets
401206
**Note**
**Unrestricted**
**funds £**|**Unrestricted**
**funds £**|**Total this**
**year £**
**Total**
**last year**
**£**
**Restricted**
**income funds**
**£**
**Endowment**
**funds £**|||| ||401206|||401206|401206| ||||||| ||401206|0|0|401206|401206| ||||||| |||||0|0| ||212020|||212020|203084| ||212020|0|0|212020|203084| ||||||| ||300|||300|300| ||||||| ||612926|0|0|612926|603990| ||||||| ||612926|||612926|603990| ||||||| ||||||| ||||||| ||612926|0|0|612926|603990| |||Print name|||Date of approval| ||||||| ||||||| ||||||| ||||||| |**Section C**|**Notes to the accounts**||| |---|---|---|---| |**1. Analysis of incoming resources**
**2. Analysis of resources expended**
**Investment Income**
**Incoming resources from**
**charitable activities**|**Analysis**|**This year**
**£**
**Last year**
**£**|| ||||| ||Interest|14|172| ||||| ||||| ||||| ||||| ||**Total**|14|172| ||||| ||Contribution from residents|32445|32936| ||||| ||||| ||||| ||||| ||**Total**|32445|32936| ||||| ||||| |**Charitable activities**|**Analysis**|**This year**
**£**
**Last year**
**£**|| ||||| ||Hears System|1599|2355| ||Almshouse Running Costs|5168|15547| ||Telephone|270|147| ||Repairs and renewals|11962|11135| ||Sundry Expenses|1195|127| ||Clerks Honorarium|49|70| ||Insurance|1253|1383| ||Personnel salaries|1500|| ||||| ||**Total**|22997|30765| ||||| |||||| |---|---|---|---|---| |**Section C**|**Notes to the accounts**||**(cont)**|| |**Trustee expenses**
Review and accountancy
300
300
Facilitators
**Governance costs**
Subscriptions
225
200
525
500
**Total**
**Details of certain items of expenditure**
0
0
**Number of trustees who were paid**
**expenses**
**Nature of the expenses**
**Total amount paid**
_Please provide details of the amount of any payment or reimbursement of out-of-pocket expenses made to trustees or to third parties for_
_expenses incurred by trustees. If no expenses were paid, please enter 'None' in the appropriate box(es)_
**Last year**
**This year**
**Fees for examinations or audit of the accounts**
_Please provide details of the amount paid for any statutory external scrutiny of accounts and other services provided by your independent_
_examiner or auditor. If nothing was paid, please enter 'None' in the appropriate box(es)_
0
0
**£0**
**£0**
0
0
**Independent examiner's or auditors**
**fees**
**Other fees (for example: advice) paid**
**to the examiner/auditor**
**This year**
**£**
**Last year**
**£**
300
300
0
0
**Paid employees**
_Please complete this note if the charity have any paid employees_
**This year**
**£**
**Last year**
**£**
**Gross wages, salaries and benefits in**
**kind**
**Employer's national insurance costs**
0
0
**Pension costs**
**Total staff costs**
0
0
0
0||||| ||Subscriptions||225|200| ||Review and accountancy||300|300| ||Facilitators|||| ||||525|500| |||**This year**
**£**|
**Last year**
**£**|| |||0|0|| |||0|0|| |||0|0|| |||
0|0|| |||||| |**Section C**|**Notes to the accounts**|**Notes to the accounts**|||**(cont)**||| |---|---|---|---|---|---|---|---| |**Debtors and prepayments**|||||||| |_Please complete this note if the charity have any debtors or prepayments_|||||||| |**Analysis of debtors**||**Amounts falling**|**due within one**||**Amounts falling due after**||**more**| |||**year**|||**than one year**||| |||**This year**
**£**|
**Last year**
**£**||
**This year**
**£**|
**Last year**|**£**| |**Payment in advance**||0||0|||| |||0||0|0||0| ||0|0|0||0| |---|---|---|---|---|---| |**Creditors and accruals**|||||| |_Please complete this note if the charity have any creditors_|_and accruals_||||| |**Analysis of creditors**|**Amounts falling**|**due within one**|**Amounts falling due after**||**more**| ||**year**||**than oneyear**||| ||**This year**
**£**|
**Last year**
**£**|
**This year**
**£**|**Last year**
|**£**| |**Other creditors**|300|300|||| |**Bank Loan**|0|0|||| ||300|300|0||0| INDEPENDENf EXAMtNER'S REPORT TO THE TRUSTEES OF ANN SMYTH'S ALMSHOUSES CHARrrY NO: 213747 I report on the accounts for the year ended 31 2021. Respeclive responsibilities of trustees exwniner The truste¢s are responsible for the pr•ion of the accounts. The clJaTity'S trustees consider that an audit is not requir¢d for this yeor under section 144(2) of the Charities Act 2011 (the 2011 Act)) and that an independent examinatson is needed. It is my responsibility to: Examine the accounts under wtion 145 of the 2011 ACL to follow th¢ pn)cedures laid down tn the General Directions given by the Charity Commissioners under section 145{5)(b) of the 2011 Act: and to slate whether particular matters have come to my att¢Dtion. Basis ofindepend¢Dt eiwniner's report My examination w&s carried out in ac￿rdanCe with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the a￿UTh￿ and seeking explanations from the trustees concerning any such matters. The pr￿edureS undertaken do not provide all the evidence that would be required in an audil and consequently no opinion is given &8 to whether the a￿OUnts present a 'true and fair view, and the report is limited to those matters set out in the statement below. Independent examiner'8 Statement In the course of my examination, no matter h&8 come to my attention: (i) which gives me reasonable cause to believe in any material resExrt the requirements: to keep accounting records in accordance with section 130 of the 2011 Act: and to prepare accounts which accord with the accounting records and Comply with the accounting requirements of the 2011 Act have not been met. or (2) to which, in my Opinio￿ attention should be drawn in ordeT lo enable a proper understanding of the accounts to be reached. Signed: C L Bartram MAAT 20 Woolner Close Hadl¢igb Suffolk IP7 5SX