(HARMY Trustees, Annual Report for the period Period start date Day Month 01 01 Period end date Day Month To 31 12 Year 2023 Year 2023 From Section A Reference and administration details Charity name GREVILLE ALMSHOUSE CHARITY Other names charity is known by Registered charity number (if any) 215079 Charity's principal address 3 GORE TERRACE GORE ROAD EASTRY SANDWICH KENT Postcode CT13 OLS Names of the charity trustees who manage the charity Dates acted If not for whole Offlce (If any) ear Name of person (or body) entitled toap Int trustee Ifan Co-opted Co-opted Eastry Parish Council Eastry Parish Council Eastry Parish Council Eastry Parish Council Ex-officio Co-opted Trustee name John Waring Sue Cook Andrew Barwick Lesley Smith Peter Bailey Deborah Russell Rev Andrew Brown Graham Castle Chair Vice Chair/Chair 1st Jan-31St Aug Vice Chairman 1st Sept- 31st Dec 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year TAR March 2012
Names and addresses of advisers (Optional information) e of adviser Name Address Name of chief executive or names of senior staff members (Optional Informatlon) Section B Structure, governance and mana ement Description of the charity's trusts Type of governing document Charity Commission Scheme dated 25th April 1988. The Charity was established in 1834. How the charity is constituted Trust Trustee selection methods Two Co-opted Four Nominated One Ex-officio Additional governance Issues (Optional information) You may choose to include additional information, where relevant, about: The trustees met 5 time during the year. In January 2023 J Waring was re- appointed as Chairman and S Cook was re-appointed as Vice-chairman. Following Mr Waring's retirement at the end of Aug, S Cook was appointed as Chair and D Russell was appointed as Vice Chair. In Sept G Castle was co-opted as a Trustee to fill the vacancy. The trustees reviewed and updated the Financial section of the appointments procedure. The trustees examine the major risk factors that the charity faces each financial year when planning ahead and monitor these risk to mitigate the impact that they may have on the charity. policies and procedures adopted for the induction and training of trustees; the charity's organisational structure and any wider network with which the charity works; relationship with any related parties; trustees, consideration of major risks and the system and procedures to manage them. Section C Objectives and activities 1) PROVISION AND MAINTENANCE OF ALMSHOUSES FOR POOR PERSONS OF NOT LESS THAN 50 YEARS OF AGE WHO ARE INHABITANTS OF THE ANCIENT PARISH OF EASTRY 2) FOR THE , BENEFIT OF THE ALMSPEOPLE Summary of the objects of the charity set out in its governing document TAR March 2012
The Charity Currently owns 6 one bedroom cottages and 3 two bedroom bungalows. A total of 10 residents live in the properties. The trustees continue to maintain and were possible improve the properties owned by the charity. Monthly trustee welfare visits took place all year. In addition to combat the feelings of isolation amongst residents, social events were organised in March, June, Sept and December, attended by both residents and trustees. The trustees contacted a local developer to see if they could purchase new properties on a site opposite the existing. Unfortunately the developer was unable to help with this request. Summary ofthe maln activities undertaken for the publlc beneflt In relatlon 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) The Trustees confirm that they have taken into account the Charity Commission's guidance on public benefit when undertaking their duties. Additional details of objectives and activities (Optlonal information) You may choose to include further statements, where relevant, about: policy on grantmaking; policy programme related investment; contribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary ofthe main achievements of the charity during the year In January additional loft insulation was installed in all properties. In June the lifeline units were replaced with digital versions in advance of the digital switch over. Stair lifts were fitted in three of the cottages. The paving stone paths were lifted and relayed and the tarmac areas repaired to prevent trip hazards. In July the Quinquennial inspections were undertaken. In Sept a new water main was provided to one of the properties following a water leak. In Nov the Annual boiler seNices and gas safety inspections took place. TAR March 2012
Section E Financial review, Brief statement of the charity's policy on reserves Our policy is to continue to build up reserves by means of annual operating surpluses and judicious management of our investment assets. Transfer to the Designated Reserves are as advised by the Almshouse Association. Details of any funds materially None in deficit 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 S',¥Lc£)L . Full name(s) Sue Cook Position (eg Secretary, Chair, Chair of the Trustees etc) Slgnature(s) Date 14-02-2024 TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees GREVILLE ALMSHOUSE CHARITY On accounts for the year ended 31ST Dec 2023 Charlty no , 215079 (if any) L_ Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 3111212023. As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act.). Responsibilities and basls of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have examinerfs statement come to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records. or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. 2(> .9 2b2t Signed: Date: Name: Anthony John Kilbee Relevant professional qualification(s) or body (if any): ACIB (Association of the Charte'd Institute of Bankers) Address: The Shieling, Durfock Road, Staple, Canterbury CT3 1JX IER Oct 2018
Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Glve here brief details of any items that the examlner wlshes to disclose. IER Oct 2018
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