2025-06-30-accounts

Trustees' Annual Report for the period

Period start date

Period end date Day 30 Month 06 Year 2025

Day 01 Month 07 Year 2024

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To

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 214900

THE ELIZABETH HEATH CHARITY 214900 MICKLEBARROW HOUSE, MICKLEBARROW HILL, AVERHAM NOTTS Postcode NG23 5RS

Charity's principal address MICKLEBARROW HOUSE, MICKLEBARROW HILL,

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
DAVID ABRAHAM MANAGING THE TRUSTEES
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TRUSTEE
2 SUSAN HIBBERT TRUSTEE THE TRUSTEES
3 SALLY ABRAHAM TRUSTEE THE TRUSTEES
4 MAUREEN PAGE TRUSTEE THE TRUSTEES
HANNAH TRUSTEE THE TRUSTEES
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BIRCHALL
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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Names and addresses of advisers (Optional information)

Type of adviser Name Address

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

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

TRUST DEED

• (eg. trust deed, constitution)

How the charity is constituted

TRUST

• (eg. trust, association, company)

APPOINTED BY EXISTING TRUSTEES Trustee selection methods

• (eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

2. policies and procedures adopted for the induction and training of trustees;

3. the charity’s organisational structure and any wider network with which the charity works;

4. relationship with any related parties;

5. trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

1. To provide accommodation to the elderly at approximately 50% of the market rents

Summary of the objects of the charity set out in its governing document

1. To provide grants to organisations who support the young

2. To provide grants to young people for their development

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The recently refurbished Almshouses on Nottingham Road, Mansfield provide accommodation for the elderly (70+) at approximately 50% of the market rate. Grants are provided to organisations who care for or support the development of young people.

The Trustees have at all times due regard to the guidance issued by the Charity Commission on public benefit.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

The charity is very fortunate to be in good financial standing with £500,000 invested through M & G in the National Association of Almshouses Common Investment fund. This financial year income dividends amounting to £22,623 have been received.

3 houses on Portland Street, Mansfield are rented out to give further income as are landholdings in the Mansfield area.

You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

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Section D Achievements and performance

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Section D Achievements and performance

Grants have been made during the year to the following:- Summary of the main achievements of the charity £5,000 to the James Henry Blake Charity which provides holidays to during the year young, disadvantaged children £5,000 to the Send a Child to Hucklow fund which provides holidays at Hucklow in Derbyshire for 11 year olds from disadvantaged families in Mansfield £5,000 to Disability Nottinghamshire, who support people with disability and their carers. £2,500 to Cornwater Evergreen who provide a range of services to facilitate the wellbeing and happiness of older people £5,000 to The Children’s Bereavement Centre Newark providing specialised support to children aged 3-18 and their families who have been affected by death or terminal illness. £2,500 to Spectrum Wasp who provide support for parents and young people on the autistic spectrum with disabilities and special needs £5,000 to the Lashes Foundation – a local charity that relieves financial hardship, sickness and poor heath in the community by providing grants good and services to individuals or charities working to improve the standard of life, prevent or relieve poverty and improve mental well being £5,000 to TLC Nottinghamshire who provide teddy bears to hospitals for medical staff to give to young children to provide comfort and reduce anxiety during a hospital experience.

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Section E Financial review

Brief statement of the charity’s policy on reserves

Details of any funds materially in deficit

The charity is in a very sound financial state and a further investment is to be made in our NAACIF account in the near future

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

• the charity’s principal sources of funds (including any fundraising);

• how expenditure has supported the key objectives of the charity;

• investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Sally Abraham Position (eg Secretary, Chair, TRUSTEE etc)

Date 24 April 2025

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THE ELIZABETH HEATH CHARITY Istjul 2024- 30th June 2025 INCOIIE Howletts Rent INei¥Rental In(x)mo1 M & G Dmdends aarkè Rent EON £1,600.OD e45.346.30 f22.623.35 £7,800 00 £280.39 £77,850.04 DITURE Higos In$ur8nca Better Ga￿ery5 MPR Gs Sevem Trent P MarriottlGardening1 Mansfield Distrtd Counril W Howktt & Sons ltstk Wilson L.C.S OVO Enèrgy BPO Coll8cons ConnorAshmore rn5houses Association J•p8nese Knobvee¢l Send 3 Child to Huc*low J8m8s Henry Blake Blake Charity Disabilty Nottinghamshire Comwater Evergreen Spectrum Wasp TLC Notbnghaffishire Childrens B&r8avementTrust The Lash85 Foundation £2,227.04 £4,490.00 £1.584.(KJ £9.95 £1,108.50 £11. £46.327.20 £14,389.64 £124.02 ,6B9.63 £20.95 £2,278. £419.00 £574.20 £5.000.QK) £5.QLK).00 £S,LNJO.QO .500. £2,500 00 £5.000.00 £s,cN)o.(N) £5.orKJ.00 £111,264.09 OPENING BALANC £140,718.94 ADD INCOME £77,850.04 £218,568.98 S EXPÈND £111.264.09 SING £107,304.89 AUTHORISED.....-... s￿natUre

THE ELIZABETH HEATH CHARITY Istjul 2024- 30th June 2025 INCOIIE Howletts Rent INei¥Rental In(x)mo1 M & G Dmdends aarkè Rent EON £1,600.OD e45.346.30 f22.623.35 £7,800 00 £280.39 £77,850.04 DITURE Higos In$ur8nca Better Ga￿ery5 MPR Gs Sevem Trent P MarriottlGardening1 Mansfield Distrtd Counril W Howktt & Sons ltstk Wilson L.C.S OVO Enèrgy BPO Coll8cons ConnorAshmore rn5houses Association J•p8nese Knobvee¢l Send 3 Child to Huc*low J8m8s Henry Blake Blake Charity Disabilty Nottinghamshire Comwater Evergreen Spectrum Wasp TLC Notbnghaffishire Childrens B&r8avementTrust The Lash85 Foundation £2,227.04 £4,490.00 £1.584.(KJ £9.95 £1,108.50 £11. £46.327.20 £14,389.64 £124.02 ,6B9.63 £20.95 £2,278. £419.00 £574.20 £5.000.QK) £5.QLK).00 £S,LNJO.QO .500. £2,500 00 £5.000.00 £s,cN)o.(N) £5.orKJ.00 £111,264.09 OPENING BALANC £140,718.94 ADD INCOME £77,850.04 £218,568.98 S EXPÈND £111.264.09 SING £107,304.89 AUTHORISED.....-... s￿natUre