2025-03-31-accounts - Brighter Futures Almshouse Trust

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Trustees' Annual Report for the period Period start date Period end date Day Month Year Day Month Year From 01 04 2024 To 31 03 2025

Section A Reference and administration details

Charity name BRIGHTER FUTURES ALMSHOUSE TRUST LIMITED

Other names charity is known by[Formerly “Walsall Corporation Almshouses” and “Moseley’s ] ” Dole Registered charity number (if any) 216315

Charity's principal address Three Counties House

Festival Way, Festival Park Stoke-On-Trent, Staffordshire Postcode ST1 5PX

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)
Brighter Futures Housing Association Limited			The Charity Commission for England and Wales
Simon Wilson	Chair		Brighter Futures Housing Association Ltd
Mike Jolly			Brighter Futures Housing Association Ltd
Fern Basnett		27 November 2024	Brighter Futures Housing Association Ltd
Carl Bridge			Brighter Futures Housing Association Ltd
Maxine Bradbourn			Brighter Futures Housing Association Ltd

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Bank	Lloyds Bank Plc	New Street, Birmingham, B2 4LP

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

The Charity has no employees

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document The “Scheme” is the governing document registered with the Charity Commission (eg. trust deed, constitution) on 5[th] October 2011

How the charity is constituted (eg. trust, association, company)[The Charity is an unincorporated trust. ]

The Corporate Trustee (Brighter Futures Housing Association Limited) was Trustee selection methods appointed by the Scheme. (eg. appointed by, elected by) The Corporate Trustee has appointed specific members of its Board to act in its capacity as a Corporate Trustee. In selecting Board members for appointment the Corporate Trustee takes into consideration the relevant skills and experience of potential members.

(eg. appointed by, elected by)

Additional governance issues (Optional information)

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

Brighter Futures Almshouse Trust (“the Trust”) is a member of the National Association of Almshouses which provides helpful advice and assistance. The Trust has adopted the Financial Standing Orders of its Corporate Trustee, Brighter Futures Housing Association Limited. The Orders ensure that financial risks are managed, an adequate system of internal control is in place and accurate financial books and records are maintained.

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;

Brighter Futures Housing Association Limited provides general management, network with which the charity housing management and accounting / financial management services to the works; Trust. The provision of these management services and arrangements for their � relationship with any related reimbursement are set out in a Management Agreement between the two parties. parties; No payments (or other benefits) are made to Brighter Futures Housing � trustees’ consideration of Association Limited (or any designated members of the Board) in respect of its major risks and the system role as a Corporate Trustee. and procedures to manage them.

March 2012

TAR

Section C Objectives and activities

Summary of the objects of the The Trust provides 11 high quality self-contained homes in the Borough of charity set out in its Walsall for the relief of poverty, hardship or distress of its residents. governing document

	Objectives and activities
	The Trust provides 11 high quality self-contained homes in the Borough of Walsall for the relief of poverty, hardship or distress of its residents.
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)	The transfer of the Corporate Trusteeship to Brighter Futures Housing Association Limited took place on 5thOctober 2011. This was a key event in the history of the Trust. Following this transfer, the Trustees approved a complete refurbishment and redecoration works programme for all 11 homes. The works took place between November 2011 and May 2012 and have bought the homes up to a modern and habitable standard for the first time in many years. Prior to the transfer date only one home was occupied but from May 2012 other residents started to move in and by 23rdJuly 2012 all 11 units were fully occupied. In agreeing our plans and activities for the period the Trustees have kept in mind the Charity Commission’s guidance on public benefit. The focus of our activities has been to bring the properties of the Trust back into use for the benefit of the residents of Walsall.

Objectives and activities

The Trust provides 11 high quality self-contained homes in the Borough of
Walsall for the relief of poverty, hardship or distress of its residents.

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)

The transfer of the Corporate Trusteeship to Brighter Futures Housing
Association Limited took place on 5thOctober 2011. This was a key event in the
history of the Trust. Following this transfer, the Trustees approved a complete
refurbishment and redecoration works programme for all 11 homes. The works
took place between November 2011 and May 2012 and have bought the homes
up to a modern and habitable standard for the first time in many years.
Prior to the transfer date only one home was occupied but from May 2012 other
residents started to move in and by 23rdJuly 2012 all 11 units were fully
occupied.
In agreeing our plans and activities for the period the Trustees have kept in mind
the Charity Commission’s guidance on public benefit. The focus of our activities
has been to bring the properties of the Trust back into use for the benefit of the
residents of Walsall.

Additional details of objectives and activities (Optional information)

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

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

The scheme continues to be a success for its residents and for the Charity. Continued support provided by Brighter Futures Housing Association Limited has ensured that residents have again been able to successfully maintain their tenancies. The Trust continues to be financially strong, allowing all ongoing existing expenditure to be met including capital investment in component replacement to maintain the standard of stock quality. Contributions to the repair and maintenance funds have continued in the year and will enable future maintenance liabilities to be met. The tenants are supported by Brighter Futures Almshouse Trust are people living in the Walsall area who are in need, suffering hardship or distress. They are supported to make sure they are in receipt of benefits they are eligible for and helped with day-to-day aspects of their lives.

March 2012

TAR

Section E Financial review

Brief statement of the charity’s policy on reserves

Cash at bank and in hand of £108,190 is held as at 31st March 2025. This cash has been created from charitable activities operating surplus.

The Trust established maintenance reserves for extraordinary repairs, routine maintenance and cyclical maintenance in line with the National Association of Almshouses recommendations, at the year ending 2025 a further £12,710 has been transferred to the reserves. These reserves currently stand at £199,347.

Details of any funds materially in deficit

N/A

Further financial review details (Optional information)

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

The 30-year business plan shows that the Trust is a feasible business for the foreseeable future; making sufficient surplus to cover all obligations.

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) Simon Wilson Position (eg Secretary, Chair, Chair etc) Date 16/09/2025

March 2012

TAR

	Charity No (if any) 216315 Period start date 01/04/2024 To Period end date 31/03/2025 CC17a Charity Name BRIGHTER FUTURES ALMSHOUSE TRUST Annual accounts for the period	Charity No (if any) 216315 Period start date 01/04/2024 To Period end date 31/03/2025 CC17a Charity Name BRIGHTER FUTURES ALMSHOUSE TRUST Annual accounts for the period
Section A	Statement of financial activities
Recommended categories by activity Details of own analysis Note Incoming resources (Note 3) Incoming resources from generated funds Voluntary income S01 Activities for generating funds S02 Investment income S03 Incoming resources from charitable activities S04 Other incoming resources S05 S06 Resources expended (Notes 4-8) Costs of Generating Funds Costs of generating voluntary income S07 Fundraising trading costs S08 Investment management costs S09 Charitable activities S10 Governance costs S11 Other resources expended S12 S13 S14 S15 S16 S17 S18 S19 S20 S21 *Total funds carried forward* Total funds brought forward *Net movement in funds* *Net incoming/(outgoing) resources before* *transfers* Gains and losses on investment assets Gains and losses on revaluation of fixed assets for the charity’s own use Other recognised gains/(losses) *Net incoming/(outgoing) resources before* *other recognised gains/(losses)* Gross transfers between funds *Total resources expended* *Total incoming resources*	Details of own analysis Note ote 3)	Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05
	S01 S02 S03 S04 S05	- - - - - - - - - - - - - - - - - - - - 92,391 - - 92,391 88,945 - - - - -
		92,391 - - 92,391 88,945
		- - - - - - - - - - - - - - - - - - - 54,930 - - 54,930 61,333 4,392 - - 4,392 3,572 - - - - -
		59,322 - - 59,322 64,905 33,069 - - 33,069 24,040
		- - - - -
		33,069 - - 33,069 24,040
		- - - - - 187 - - - 187 - 102
		32,882 - - 32,882 24,142
		297,392 - - 297,392 273,250
		330,274 - - 330,274 297,392

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Section B Balance sheet

Unrestricted funds £ F01	Restricted income funds £ F02 - - -	Endowment funds £ F03 - - -	Total this year Total last year £ £ F04 F05 220,645 226,866 - - - -
220,645
- -
220,645	-	-	220,645 226,866
13,509 108,190	- - - -	- - - -
			- - 13,509 6,223 - - 108,190 76,474
121,699	-	-	121,699 82,698
			12,070 12,171
12,070	-	-

109,629	-	-	109,629 70,527

330,274	-	-	330,274 297,392
			- - -
-	- -	- -

330,274	-	-	330,274 297,392
130,927	199,347	-	130,927 110,755 - 199,347 186,637 - -
130,927	199,347	-	330,274 297,392
Signature		Date of approval Print Name ��

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11/09/2025

Section C Notes to the accounts

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordance with:

• Accounting and Reporting by Charities – Statement of Recommended Practice (SORP 2005); • and with* � Accounting Standards; or Financial Reporting Standards for Smaller Enterprises (FRSSE);

and with the Charities Act.
[** except for the following].

Give details in this box if a different standard has been followed.

-Tick as appropriate:
if all relevant disclosures shown in the pack have been given then please tick “Accounting Standards”;
if disclosures completed in these accounts have been restricted to those required by the FRSSE, then please tick
“Financial Reporting Standards for Smaller Enterprises (FRSSE)”. ** - If no departures from the chosen standards have been made then delete these words; otherwise give details of any changes in the boxes.

1.2 Change in basis of accounting

There has been no change to the accounting policies (valuation rules and methods of accounting) since last year.

There have been no changes in accounting policies (variation rules and methods of accounting since last year but for completeness these are stated as follows ->

TURNOVER Turnover represents weekly maintenance and service charges for properties in the year as well as any income for rechargeable activities. All income is recognised on a receivable basis.

SERVICE CHARGES Services charges are due from residents weekly, the eligible portion predominately being paid through Housing Benefit and the ineligible collected directly from the tenant.

INTEREST RECEIVABLE Interest receivable is credited to the income and expenditure account in the period. INTEREST PAYABLE Interest payable is charged to the income and expenditure account in the period. TAXATION The Trust is a registered charity and is therefore exempt from paying Corporation Tax on all activities. FREEHOLD PROPERTIES Housing properties are properties available for occupation and are stated at historic cost less depreciation. Major refurbishment of existing housing is charged to capital and depreciated over the useful economic life of an asset. Planned maintenance. minor repairs and redecoration are charged to expenditure in the year that they occur. FIXED ASSETS AND DEPRECIATION

Depreciation is provided by the company to write off the cost less the estimated residual value of tangible fixed assets over their estimated useful economic lives as follows ->

Housing structure - 1.33% on cost Roof - 1.67% on cost Lifts, bathrooms and kitchens - 5.00% on cost Windows and external doors - 6.67% on cost Central heating systems - 10.00% on cost

VALUE ADDED TAX

The Trust is not registered for Value Added Tax (VAT). No VAT is therefore reclaimed and all expenditure is shown inclusive of VAT.

1.3 Changes to previous accounts

No changes have been made to accounts for previous years.

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 2 Accounting policies

This standard list of accounting policies has been applied by the charity except for those deleted. Where a different or additional policy has been adopted then this is detailed in the box below.

INCOMING RESOURCES

Recognition of incoming	These are included in the Statement of Financial Activities (SoFA) when:
resources	� the charity becomes entitled to the resources;
	� the trustees are virtually certain they will receive the resources; and
	� the monetary value can be measured with sufficient reliability.
Incoming resources with	Where incoming resources have related expenditure (as with fundraising or contract income)
related expenditure	the incoming resources and related expenditure are reported gross in the SoFA.
Grants and donations	Grants and donations are only included in the SoFA when the charity has unconditional
	entitlement to the resources.
Tax reclaims on donations	Incoming resources from tax reclaims are included in the SoFA at the same time as the gift to
and gifts	which they relate.
Contractual income and	This is only included in the SoFA once the related goods or services have been delivered.
performance related grants
Gifts in kind	Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the amount actually realised.
	Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or
	distributed by the charity.
	Gifts in kind for use by the charity are included in the SoFA as incoming resources when
	receivable.
Donated services and	These are only included in incoming resources (with an equivalent amount in resources
facilities	expended) where the benefit to the charity is reasonably quantifiable, measurable and
	material_._The value placed on these resources is the estimated value to the charity of the
	service or facility received.
Volunteer help	The value of any voluntary help received is not included in the accounts but is described in the trustees’ annual report.
Investment income	This is included in the accounts when receivable.
Investment gains and losses	This includes any gain or loss on the sale of investments and any gain or loss resulting from
	revaluing investments to market value at the end of the year.
EXPENDITURE AND LIABILITIES
Liability recognition	Liabilities are recognised as soon as there is a legal or constructive obligation committing the
	charity to pay out resources.
Governance costs	Include costs of the preparation and examination of statutory accounts, the costs of trustee
	meetings and cost of any legal advice to trustees on governance or constitutional matters.
Grants with performance	Where the charity gives a grant with conditions for its payment being a specific level of service
conditions	or output to be provided, such grants are only recognised in the SoFA once the recipient of the
	grant has provided the specified service or output.
Grants payable without	These are only recognised in the accounts when a commitment has been made and there are
performance conditions	no conditions to be met relating to the grant which remain in the control of the charity.
Support Costs	Support costs include central functions and have been allocated to activity cost categories on
	a basis consistent with the use of resources, eg allocating property costs by floor areas, or per
	capita, staff costs by the time spent and other costs by their usage.
ASSETS
Tangible fixed assets for use	These are capitalised if they can be used for more than one year, and cost at least £500.
by charity	They are valued at cost or a reasonable value on receipt.
Investments	Investments quoted on a recognised stock exchange are valued at market value at the year
	end. Other investment assets are included at trustees' best estimate of market value.
Stocks and work in progress	These are valued at the lower of cost or market value.

POLICIES ADOPTED ADDITIONAL TO OR DIFFERENT FROM THOSE ABOVE

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 3 Analysis of incoming resources

Incoming resources may be further analysed if this would help the reader of the accounts.

Activities for generating funds Investment income Incoming resources from charitable activities Voluntary income	This year Last year £ £ - - - - - - - - - - Total - - - - - - - - - - - - Total - - - - - - - - - - - - Total - - Maintenance and service charges 92,391 88,945 - - - - - - - - Total 92,391 88,945 Analysis

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 4 Analysis of resources expended Resources expended may be further analysed if this would help the reader of the accounts.

Investment
management costs
Costs of generating
voluntary income
Fundraising trading
costs
Governance costs
Charitable activities

This year
Last year
£
£
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
2,185 2,372
24,545 26,461
187 1,100
28,200 32,500
- -
55,117 62,433
4,392 3,572
- -
- -
4,392 3,572
Total
Analysis
Total
Total
Service costs (utilities - water, electric, council tax etc.)
Management costs (stationery, insurance etc.)
Interest & finance costs
Management fee
Total
Total
Independent examination of accounts

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 5 Support Costs

Please complete this note if the charity has analysed its expenses using activity categories and has support costs.

----- Start of picture text -----
Fundraising activity Charitable Activity Governance Activity Total Cost
Support cost type £ £ £ £
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Total - - - -
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Note 6 Details of certain items of expenditure

6.1 Trustee expenses

Please provide details of the amount of any payment or reimbursement of out-of-pocket expenses made to trustees or to third parties for expenses incurred by trustees. If no expenses were paid, please enter ‘None’ in the appropriate box(es).

*please enter ‘None’ in the appropriate box(es).*
			This year			Last year
Number of trustees who were paid expenses
Nature of the expenses
Total amount paid		£			£
6.2 Fees for examination or audit of the accounts
*Please provide details of the amount paid for any statutory external scrutiny of accounts and other*
*services provided by your independent examiner or auditor. If*	*nothing was paid*			*please enter NONE in*
*the appropriate box(es).*
			This year			Last year
			£			£
Independent examiner’s or auditors' fees for reporting on the accounts				4392			3572
Other fees (for example: advice, consultancy, accountancy
services) paid to the independent examiner or auditor

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 7 Paid employees Please complete this note if the charity has any employees.

7.1 Staff Costs
			This year £		Last year £
Gross wages, salaries and benefits in	kind			-		-
Employer’s National Insurance costs				-		-
Pension costs				-		-
	Total staff costs			-		-

Fundraising Charitable Activities Governance 7.2 Average number of full-time equivalent employees in the year The parts of the charity in which the employees work			This year Number	- - -	Last year Number	- - -
	Other			-		-
		Total		-		-

7.3 Defined contribution pension scheme

Please complete if a defined contribution pension scheme is operated. Brief details of the scheme

The costs of the scheme to the charity for the year The amount of any contributions outstanding at the year end The amount of any contributions prepaid at the year end

	This year	Last year
	£	£

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 8 Grantmaking

Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken.

8.1 Total value of grants

----- Start of picture text -----
Grants to Grants to
institutions individuals
Purpose for which grants made Total amount £ Total amount £
- -
- -
- -
- [ - ]
- [ - ]
- [ - ]
Total - -
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8.1 Grantmaking costs

If the charity’s accounts are prepared on the “activity basis” please give details of any support cost associated with grantmaking. Please enter “Nil” if the charity does not identify and/or allocate support costs.

Support costs of grantmaking

8.3 Grants made to institutions

If the charity has made grants to particular institutions that are material in the context of its grantmaking please give details of the institution supported, purpose of the grant and total paid to each institution listed. Sufficient information should be given to provide a reasonable understanding of the range of

institutions supported.

*institutions supported.*
Names of institutions *Total grants to institutions* Purpose	Total amount of grants paid £ - - - - - - - - - -
	-

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 9 Tangible fixed assets Please complete this note if the charity has any tangible fixed assets

9.1 Cost or valuation

9.1 Cost or valuation
	Freehold land			Other land &		Plant,	Fixtures,	Payments on		Total
	& buildings			buildings		machinery and	fittings and	account and
						motor	equipment	assets under
						vehicles		construction
	£			£		£	£	£		£
Balance brought forward	278,239				-	-	1,470		-	279,709
Additions					-	-	-		-	-
Revaluations			-		-	-	-		-	-
Disposals			-		-	-	-		-	-
Transfers *			-		-	-	-		-	-
Balance carried forward	278,239				-	-	1,470		-	279,709
9.2 Accumulated depreciation and impairment provisions
**Basis	SL or	RB		SL or RB		SL or RB	SL or RB	SL or RB
** Rate	SL						SL

Balance brought forward		51,375			-	-	1,469		-	52,844
Depreciation charge for year		6,220			-	-	-		-	6,220
Impairment provisions
			-		-	-	-		-	-
Revaluations			-		-	-	-		-	-
Disposals			-		-	-	-		-	-
Transfers*			-		-	-	-		-	-
Balance carried forward		57,595			-	-	1,469		-	59,064
9.3 Net book value
Brought forward	226,865			-		-	1	-		226,866
Carried forward	220,644			-		-	1	-		220,645

9.4 Revaluation

If any fixed assets have been revalued please give details of the valuer and method of valuation

* The "transfers" row is for movements between fixed asset categories.

** Please indicate the method of depreciation by deleting the method not applicable (SL = straight line; RB = reducing balance). Also please indicate the rate of depreciation: for straight line, what is the anticipated life of the asset (in years); for reducing balance, what is the percentage annual deduction.

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 10 Investment assets

Please complete this note if the charity has any investment assets.

10.1 Fixed assets investments

Add/(deduct):net gain/(loss) on revaluation Carrying (market) value at beginning of year Carrying (market) value at end of year Add:additions to investments at cost Less:disposals at carrying value	£ - - - -
	-

Please provide below:

10.2 A breakdown of the market values of investments shown above agreeing with the balance sheet row B03.

10.3 A breakdown of the income from investments agreeing with SOFA row S03.

Analysis of investments		10.2		10.3	10.3
		Market value at		Income from
		year end		investments for
				the year
		£			£
Investment properties			-		-
Investments listed on a recognised stock exchange or held in common			-		-
investment funds, open ended investment companies, unit trusts or other
collective investment schemes
Investments in subsidiary or connected undertakings and companies			-		-
Securities not listed on a recognised Stock Exchange			-		-
Cash held as part of the investment portfolio			-		-
Other investments			-		-
	Total		-		-

10.4 Material investment holdings

If any single investment is material in terms of its value (for example represents more than 5 per cent of the value of the charity’s total investments) please provide details.

Investment held Market Value

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 11 Debtors and prepayments

Please complete this note if the charity has any debtors or prepayments.

Analysis of debtors		Amounts falling due within one year	Amounts falling due within one year	Amounts falling due within one year	Amounts falling due within one year		Amounts falling due after more than one year	Amounts falling due after more than one year	Amounts falling due after more than one year	Amounts falling due after more than one year	Amounts falling due after more than one year
		This year		Last year			This year		Last year
			£		£		£			£
Trade debtors						-		-			-
Amounts due from subsidiary and associated
undertakings			-			-		-			-
Other debtors			12,746		5,342.0			-			-
Prepayments and accrued income			763		881.5			-			-
	Total		13,509		6,223.5			-			-

Note 12 Creditors and accruals

Please complete this note if the charity has any creditors or accruals. 12.1 Analysis of creditors

12.1 Analysis of creditors
		Amounts falling due			Amounts falling due after
		within one year			more than		one year
		This year		Last year	This year		Last year
		£		£	£		£
Loans and overdrafts			-	-		-		-
Trade creditors		12,070		12,171		-		-
Amounts due to subsidiary and associated
undertakings			-	-		-		-
Other creditors						-		-
Accruals and deferred income						-		-
	Total	12,070		12,171		-		-

12.2 Security over assets

If any loan, overdraft or other creditor holds a charge or other security over any assets of the charity please provide details.

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 13 Endowment and restricted income funds

Please complete this section if the charity has any endowment or restricted income funds.

13.1 Funds held

Please give a brief description of any of the following type of funds held by the charity:

permanent endowment funds (PE);
expendable endowment funds (EE); and
restricted income funds, including special trusts, of the charity (R).

Type PE, EE Fund Name Purpose and Restrictions or R

13.2 Movements of major funds

Please give details of the movements of the major funds summarised in the restricted and endowment columns of the Statement of Financial Activities.

		Fund						Fund
		balances						balances
		brought	Incoming	Outgoing		Gains and		carried
		forward	resources	resources	Transfers	losses		forward
Fund names		£	£	£	£		£	£
Extraordinary repairs		28,196	3,377	-	-		-	31,573
Cyclical maintenance		43,640	5,522	-	-		-	49,162
Routine maintenance		114,801	3,812	-	-		-	118,612
		-	-	-	-		-	-
		-	-	-	-		-	-
		-	-	-	-		-	-
	Total Funds	186,637	12,711	-	-		-	199,347

13.3 Transfers between funds

Please give details of any transfers between funds.

From Fund (Name)
Retained earnings	ERF	Annual transfer	-
Retained earnings	CMF	Annual transfer	-
Retained earnings	RMF	Annual transfer	-

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 14 Transactions with related parties

If the charity has any transactions with related parties (other than the trustee expenses explained in note 6) details of such transactions should be provided in this note. If there are no transactions to report, please enter “None” in the relevant boxes.

14.1 Remuneration and benefits

Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee or other related parties by the charity or any institution or company connected with it.

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Amounts paid or benefit value
Legal authority (eg order,
Name of trustee or connected party
governing document) This year Last year
£ £
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14.2 Loans

Please give details of and amounts owing to or from the charity’s trustees or other related parties by the charity at the year end.

Due to trustees and related parties Due from trustees and related parties	Brighter Futures Housing Association Limited Loan Name of trustee or connected party Legal authority	This year Last year £ £ -1 9,944 Amount owing

14.3 Other transaction(s) with trustees or related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a trustee or related party has a material interest.

Name of the trustee	Relationship to	Description of the	This year	Last year
or related party	charity	transaction(s)	£	£

CC17a (Excel)

11/09/2025

Section C Notes to the accounts (cont)

Note 15 Additional Disclosures

The following are significant matters which are not covered in other notes and need to be included to provide a proper understanding of the accounts. If there is insufficient room here, please add a separate sheet.

CC17a (Excel)

11/09/2025

Trustees' Annual Report for the period Period start date Period end date Day Month Year Day Month Year From 01 04 2024 To 31 03 2025

Section A Reference and administration details

Charity name BRIGHTER FUTURES ALMSHOUSE TRUST LIMITED

Other names charity is known by[Formerly “Walsall Corporation Almshouses” and “Moseley’s ] ” Dole Registered charity number (if any) 216315

Charity's principal address Three Counties House

Festival Way, Festival Park Stoke-On-Trent, Staffordshire Postcode ST1 5PX

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)
Brighter Futures Housing Association Limited			The Charity Commission for England and Wales
Simon Wilson	Chair		Brighter Futures Housing Association Ltd
Mike Jolly			Brighter Futures Housing Association Ltd
Fern Basnett		27 November 2024	Brighter Futures Housing Association Ltd
Carl Bridge			Brighter Futures Housing Association Ltd
Maxine Bradbourn			Brighter Futures Housing Association Ltd

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

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Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Bank	Lloyds Bank Plc	New Street, Birmingham, B2 4LP

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

The Charity has no employees

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document The “Scheme” is the governing document registered with the Charity Commission (eg. trust deed, constitution) on 5[th] October 2011

How the charity is constituted (eg. trust, association, company)[The Charity is an unincorporated trust. ]

(eg. appointed by, elected by)

Additional governance issues (Optional information)

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

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;

March 2012

TAR

Section C Objectives and activities

	Objectives and activities
	The Trust provides 11 high quality self-contained homes in the Borough of Walsall for the relief of poverty, hardship or distress of its residents.
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)	The transfer of the Corporate Trusteeship to Brighter Futures Housing Association Limited took place on 5thOctober 2011. This was a key event in the history of the Trust. Following this transfer, the Trustees approved a complete refurbishment and redecoration works programme for all 11 homes. The works took place between November 2011 and May 2012 and have bought the homes up to a modern and habitable standard for the first time in many years. Prior to the transfer date only one home was occupied but from May 2012 other residents started to move in and by 23rdJuly 2012 all 11 units were fully occupied. In agreeing our plans and activities for the period the Trustees have kept in mind the Charity Commission’s guidance on public benefit. The focus of our activities has been to bring the properties of the Trust back into use for the benefit of the residents of Walsall.

Objectives and activities

The Trust provides 11 high quality self-contained homes in the Borough of
Walsall for the relief of poverty, hardship or distress of its residents.

Additional details of objectives and activities (Optional information)

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

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

March 2012

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Section E Financial review

Brief statement of the charity’s policy on reserves

Cash at bank and in hand of £108,190 is held as at 31st March 2025. This cash has been created from charitable activities operating surplus.

Details of any funds materially in deficit

N/A

Further financial review details (Optional information)

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

The 30-year business plan shows that the Trust is a feasible business for the foreseeable future; making sufficient surplus to cover all obligations.

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) Simon Wilson Position (eg Secretary, Chair, Chair etc) Date 16/09/2025

March 2012

TAR