HE T J EVANS TRUST C
ACCOUNTS

THE T J EVANS TRUST CHARITY
ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2024
The T J Evans Trust (Ch￿lty No. 213874) was fowJd¢d by the WÉll of Thom￿ Jowh Evans on 21. Janllary 1937
Jd h&8 been varied or 8ffeeted by s¢h¢m¢s of the Chority Commission in 1938, 1951, 1960 and 1987. Th¢ TTU5L is
als) a m¢mberofthe Nationa] Associ&ion of Almshouse5.
Thc Tru51ees for the ye&r ended 31° MAr¢h 2024 were.'-
CllrNA Howe115 (fown Mayor) (appointed 16.05.2023)
Cllr TA Davie5 I￿signed 16.05.2023)
Rev AR Pawlcy {Vicar of the Parish of Sl Mary's Church. weIshp￿])
Cllr P Pritchard (aptTh)iJ]i¢d by the Town Council} (Chairnian)
Cllr H Shwlock lilldependent mem￿rI {appoinied t16.11.2023)
G LA)nttgan lindep¢nd¢nt m¢mb¢rl lrt%ign¢d 06.11.20231
Cllr E Bleiva5 lappoinled by Town Couocill
The Administrator to thc Trngtees for the year wks Mrs Su5aD Richards and lh¢ Wartsn for parl of the year was Mr
David lon¢5. who was Tnade Tedundant on 31st Julv 2023.
Th¢ Eody of the Trustee5 comprise8 two ex•officio Trustrt5 (the Vicar of the P8rish of St Wc]shpool and
the Town MayoTk two norninativB T￿te¢S Iwbo need noi th¢mselv¢s be Town Coun¢illorsl appointed by the
Town Council and a Co-op￿lYe TT￿￿te￿ who ha5 SP￿1a[ knowledge of the knwn of W¢15hwol.
The object of the Charity is tr> provide low CO￿ shcltcrcd housing to r¢sidents of the town or parish of We15hFrf)ol
who are over the age of sixry years and in need. Thc TTU5t owns and runs Haven Court wher¢ there are nin¢ flats
for kn8nts. Th¢ rents ore kept as low as p058ible and include TV lit¢nr¢s und thc servicts of a gardener and a
winth)w clean¢r. Interna] and exiemai rtP8ir¥ and de￿￿tIOn are carried out where nec¢55ary at the expense of the
Charity. Th¢ Administrator re¢¢ives a minitxlal weekly wage now Garri¢5 Out additiott￿ duties which used to be
aTri¢d out by the Warden.
Thc attxd)ed fjnonciaj statcmcnts Show the income and cxpw5¢5 of th¢ Tn]st in the year ended 31st March 2024
and the va]uatxon of assets and investments at thc ycar-end. The eotJllDittre wntinues h) monitor carefully 5uth
expenditur¢ and in their opinion these stat¢ment5 show th¢ WTr$ition of thc Trust lo be Sound.
Land property snd inv¢stD]ents aT¢ valued at ¢ost, altlM>ugh it is thought thai eurrcnt va]ue5 4re signific￿1]Y
higher.
The itiv¢stm¢n¢ (Th¢ National A550ciation of AIDJshouses Cottjmon Investment F￿d) 8¢A￿aleS quarterly divid¢nd5
and togethcr with de]x)sit account inte￿51 and rents r¢presents the re8uiar i]Kom¢ of the Tnut.
Due to xot having 8 bank A¢wunt for part of thc majority of the previous financial year. additiotlal cow havc been
cxpettsed in thc current financial y¢ftr and as a re5uk thc T¢￿rted cxpcnses arc higher. This y¢ar has seen a
Si￿1r1¢ant IJJ¢reae in the wag&s Costs because of this but also duc to the r¢dUnd￿CY pay for th¢ Warden.
AJ￿h¢r impact of not having a baDk account for th¢ previous fitt9ncid year was the lleed to collect a 5ubstsntial
an￿Unt of Rent in cash, this was partially US￿ to pay expenses with th¢ baJAnce being paid into the new bank
OWJL On rcconciling the amounl p￿d into th¢ a¢¢ount it wa5 identifjed thfti ihib wa5 higher than onticipated and
the Trustccs are tuttently investigating why this aro¥t aDd the ￿￿¢¢1 treatment. Th¢ Jjllount is Sh(>W￿ in the
baJanc¢ shcet &s C￿h Advanccd under Cmyent liabilitiC5.
Thc Indcpendcni Examiners are cadW￿l&der & Co LLP, Chartered Accountan￿ W¢lshpwl.
CIIF P Pritrh2rd. ChAIrnJ*II
OJ] beh￿r vfthr Management Committee
IOtlL FebNary202J

THE T J EVANS TRUST CHARITY
STATEMEIYT OF FINANCIAL ACTIVITIES
N•tes
2024
2023
RECEIFrs
lllcome Receipts:
Inv¢stmcDt lrtcon
Rents Received
2(b)
4.654
31,170
955
27,495
Totsl R¢¢¢lpts
28
PAYMENTS
Chllritable Aetlvity Dlrect Expendlturè:
Provision ofproperty. Council
& Water Rates
Genera] Repairs & Re￿vatiOnS
Electriciiy
Window Cle8ming
Seeretary'5. Warden's and Gard¢n¢r's Wag&s
1.532
3.274
803
248
1218
1.377
495
24,880
7.037
Othtr Exp¢Ddityre:
Post28e. Station¢ry, Advertising & Incidents]s
Telephone
Jfflsurance
1,674
155
1,54J
420
226
1,313
O 1923
Totsl Expenditure
8960
Net Surplus for tht Yur
Fund B*lanctB Brought Forward
Fund Bllance C•rr5td FornTd
7.154
19.4*)
159 4A4
178

THE T J EVANS TRUST CHARITY
STATE
AT 31- MARCH 2024
r4ot¢$
2024
2023
FLXKD ASSETS
Land and Propety at Cost
trLv¢sth]¢M at Cost
2(a)
2(b)
£18,154
34.693
52.847
£18,154
34.693
52,847
CURREhY ASSETS
Balancvs at BgJ]k:_
CuTTent Account
C&sb Ba]anct
136.733
12@057
136.733
126,057
CURREYT LIABILrrIES
Creditor
Cash advanced
196
3,326
3,522
TrIET ASSETS
186058
178.904
REPRESENTED BY
Unrestricted JtL¢oThe FU￿dI
General Purp05¢5
D¢5i8ryatrd Fund
133211
T8,154
126.057
18.154
R¢$trl¢t¢d In¢omt Fun
Capitsl Fund
34.693
34.693
178,91M

THE T J EVANS TRUST CHARITY
NOTES TO THE ACCOUNTS
I. ACCOUNTINC POLICIES
CeDtrAI
The accOu￿ts have bew] pr￿￿ed under the historic cost convention and in )¢¢A)rdance with thc Stakm¢nt of
Recommended Prxtiee for Charitie& pr¢wing aTJnuoJ A¢wunts on the r￿Ipts and payment basis.
FIXED ASSETS
l&l. L'sed by Charity
The Irthd and buildin85 aT¢ 5howD al wst without any dcprcciation charges, as the trustees beli¢v¢ that the cwr¢
valuation of the freehold pmpcrty is higher than cosL
(b). Invertment
The inv¢stsrtent 1$ for h¢ld in Th¢ National Association of Almshou￿$ ComnM)n ]nwestment Fund. Thes¢ are
5knwn at ¢ost on the baIance shttt ajjd A dtvidend is r¢¢¢ive41 on thi5 invesment quarterty each ye4r. v￿vatIOnS
ai th¢ b8]aTLC¢ she¢t (late.. Accumulated Fund £51,229.82. Income Units £108.448.36.
SUMMARY OF NET ASSEIS BY FUNDS
Unveiirtrted ReBlricttd
Funds
Funds
DtsltThatsd
C*pit
Centr*l
Totsl
Fix¢d Ass¢ts
Nct Current Assets
£18.154
£34.693
£52,847
£133 21
£133.211

DIDEPENDEr￿ EXAbllNER'S REPORT
TO THE TRUSTEES OF THE T J EVANS TRUST CHARITY
ON THE ACCOUNfs FOR THE YEAR EfqDED 3A ' MARCH 2024
Re5PE¢tive Responsibilities Of Trvs¢tt5 and Examiner
As the chwity's trustees you rGspoThsiblc for the prep8r*ion of thc ar￿unts. you £on5ider th￿ th¢ audit
rquirement of St￿lon 43{2) of ihe Charities Act 1993 (the Aet) does not apply. li is our responsibility to s¢ate. on
th¢ basis of proc¢dure5 specified in the Genera] Ditectors ￿yell by the Charity Cotwnissioners under Section
43(7)(bl ofthe A¢L wh¢th¢r particular matter5 have come ts) our al￿tiOn.
B•il$ of Ind¢pende#t ExthiDer'5 Report
Our examination corricd out in a￿orden£t with the G¢DcraJ Directors given by the Charity Ci>mmi5sioners.
An eXamin￿10n includc5 a review of the accourfing rccord5 kept by th¢ Charity and a comparisort of the accounts
PTesentcd with those records. It a]50 1￿CludeS consideration of any unusual items ofdisc105UTes in the a￿outhts and
eking explanations froTn you a5 Tru5teC5 concerning any such tJ]alters. The pmcedures underf¥&en do not provid¢
ajl the ¢vidcnce that would be requ￿ed in an audil atld consequent]y we do noi express audit opinion ott th¢
view 8iVtn b>. the acfx)un
Jndependent Examiner's Stste]D¢D¢
cono¢aion with our examinatio￿ no ]natter come to our 8ti¢n¢ion'.
Which gives us r¢asonabl¢ ¢wse to believe that io any material ￿spect th¢ Tequircments
To keep accounting JWTds in aecordance with Scction 41 of the A¢t,' and
To prepare accounis which acwrd with the a¢¢ouNting TeGords and to comply with th¢ u¢counting
r4uiremcnts of the Act
have not been mel or
To which, in Ouropinio￿ lttcntion should bc drawn in orderto ¢nable a propcrunderstsndin8 of th¢
accounts to be r¢athcd.
Si￿¢￿
Cadwalladcr & Co LLP
Chartered Attountant5
.agle House, 25 Severn Slreel
W¢lshpooL Poirys SY217AD