## **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.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |||| |---|---|---| |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| ## **Additional information (optional)** You may choose to include further statements where relevant about: |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.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: 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** |1
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20|**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| ||
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