2023-12-31-accounts - G And L Salisbury's Homes

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Trustees’ Annual Report for the period 01/01/2023 to 31/12/2023

Charity name: G&L Salisbury’s Homes

Charity registration number: 214571

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Provision of Almshouses for elderly people residing in the parishes of Brandon, Bretford and Wolston for a maintenance contribution.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The Trustees met 4 times during the year. Andrew Kirby was appointed as Chair, Graham Fewkes as Vice Chair. The charity currently owns 6 properties, a total of 7 residents live in the properties. Trustees continue to maintain and where possible improve the properties owned by the charity. Regular trustee welfare visits took place throughout the year. Trustees examine the major risk factors that the charity faces each financial year when planning ahead and monitor these risks to mitigate the impact they may have on the charity. Trustees actively seek opportunities within the parishes to explore the possibility of building additional properties and this remains under constant review.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees confirm they have taken into account the Charity Commission guidance on public benefits when undertaking their duties.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38

Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	All residents took part in the annual ‘Redecoration Programme’ where they were all able to nominate a room within their property for redecoration. Annual boiler and gas safety inspections took place in May 2023. Residents were encouraged to apply for a safe and well visit via Warwickshire Fire and Rescue Service. Christmas vouchers were given to all residents in December 2023. Garden waste disposal permits were purchased by the charity for all properties.

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Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41

Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Total expenditure £9.52k Total gross income £28.99k
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves are accrued and Trustees are actively seeking opportunities within the parishes to use the reserves to build additional properties.
Amount of reserves held	Para 1.22	£197,607
Reasons for holding zero reserves	Para 1.22	Not applicable
Details of fund materially in deficit	Para 1.24	Not applicable
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	None to note

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The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees are selected from the parishes of Brandon, Bretford and Wolston.

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Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name	G&L Salisbury’s Homes
Other name the charity uses	Not applicable
Registered charity number	214571
Charity’s principal address	16, Avondale Road Brandon Nr Coventry CV8 3HS

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Andrew Kirby	Chair		Brandon & Bretford Parish Council
Graham Fewkes	Vice Chair
MaryWhite
Juliet Carter
Graham Wale
Shan Dobinson		18 April 2023	Wolston Parish Council
Arthur Parker

– Corporate trustees names of the directors at the date the report was approved

Director name None

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
None

Funds held as custodian trustees on behalf of others

Description of the assets Not applicable held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of	Name	Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Not applicable

Other optional information

Declarations

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
	Andrew	Kirby
	Chair
	15thOctober 2024
	15thOctober 2024

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