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2023-12-31-accounts

Trustees, Annual Report for the period PefiryJ start date Peric#J end date ady Year I vfilTr From 01 To:.31 . 2023 Section A Reference and administration details Charity name EVANS, HOSPITAL. SHREWSBURY Other names charlty Is known by JOHN EVANS, TRUST Registsred charity number lif any) 217539 Charity'8 prfnclpal addrn8$ clo Th• Clerk to the Trustees 63, Adswood Grove Shrewsbury, Shropshlr• Postcodo SY3 9QG Names of the charity trustees who manage the ¢harlty Dat•• acted If not for whol• •ar Trusts• n•m• Offl¢• Ilf any) Namè of ￿r*on lor body) •ntitled olnt tr￿ts0 If•n Mrs. S Craig Rev, P. Cansdalo Mrs. R.C. Heaversedge Mrs. E. Raven Chalr Dr R Whlts Dr. J. B. Watt Dr. R.Morgan Treasurer 10 12 13 14 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted rf not for whole ear TAR March 2012

Names and addresses of advlsers (Optlonal Infomiation) e of adviser Name Address Sollcltors Hatchers Welsh Bridge, 1 Frankwell, Shrw48bury,SY3 8JY 25.Kings Hill Avenue, West Malling, Kenl ME19 4JQ TCA Accountants, Third Floor, SL Mary's Street, Shrvwsbury. SY11ED Bank CAF BANK Ltd. Independent Examiner Clair moo￿n William8 Name of chief executlve or names of unlor staff membern {Optlonal Infom)atSon) Section B Structure, overnance and mana ement De8crlpllon of the charlty's trusts Type of goveming document CC SCHEME CS ILIV. Admnl 217639- 23.10.1996 Includlng amendm•nt Cas• No 436442 datsd - 1&09.2005 How the charity is constituted TRUST Trustee selection methods Appointm•nt by Tru8t•es followlng Intsrvlow. Tru$to• appoinlm•nt8 •re mado wlth an awarnness of tho 8kllls ol th• curr•nt tru•t•e•. Tru8te•8 are roappolnt•d •vory 5 years at tho Annual G•n•r•l Meètin In Februa Addltlonal governan¢• ls•u•s (Opllonal Inlornlallon) You may Cho￿ to indude additional information, where relevant, about.. policies and procedures adopted for the induction arKI training of trustees- the charity's organisational structure and any wider ne￿ork with which the chanty works., relationship with any related parties; trustees, Consideration of major risks and the system and procedures to manage them. Trnining a• approprlate, for new trustees by th• Trustaa body and r•l•vant cour8•S. The ¢h*rlty Is a mombor of Tho Natlonal Almshouse As8oclatlon' NIA Regular consideration of tho Trust's proportles (bullt 1986), in terms ol repair, flre and other insurance matters, factors relevant to the resldents and method of application for vacancies. Quinquennlal In8p•ction took place in 2021. Wrltten pollcy documents In place and full Insurance pollcles ¢overln ro and trustses. Section C Ob'ectives and activities TAR March 2012

Management of the 8 bungalows owned by the charity, and also thelr malnl•nance Includlng repairs and improvements. Sumrnary ofthe obje¢ts of the charity set out in its governing document Benefft of the residents. Programmè of support for the residents. The trustees have had rngard to the guldance Issued by the Charity Commisslon on public benefi( as defined by tha Charlii•s Act 2011. Contlnued upgradlng and malntenance of the bungalows wlth due ¢onsld•rallon of th• wi8h•8 of tho Resldents. Summary of the maln actlvities undertaken for tho public benollt In relation to these objects (Include wlthln th1$ $&ction the statutory declaration that trustees hav• had regard to the guldanrA i$suod by the Charity Commission on publlc beneflt) The trusto05 hav• due regard for publlc b•n•fit In the pursult of thelr objectlveg. All trust•o• hav• ¢ompl•tsd a doclaration of oligiblllty under Sectlon 72 of the Charlll•• Act and annually. the Reqlster of Inter•8ts. Additional detall8 of objoctlves and a¢tJvttl￿ Iopiional Informatlon) TAR March 2012

You may choose to include further statements. where relevant, about- policy on grantmaking., policy programme related investment; contribution made by volunteers. All trusteos glv• th•ir time voluntarity and receive no remuneration or benefits. Section D Achievements and performance TAR March 2012

Section D Achievements and performance Summary ofthe main achievements of the charity during the year Flnancial control exerclsed- weekly malntenanco contributions, ERF, CMF and Resorvè$ Policy dl$cu$$ed regularly. The requlrements of the Qulnquonnlal 2021 mre completed. £50,(100 was transf•rr•d Into th• COIF investment account from our CAF bank ¢urr•nt accounL Two of our bungalows bocomo vacant followlng the sad deaths of two of our very long tlme rnsld8nts. Bolh th• bungalows refurblshod and r•dKor•tsd and h•ve been successfully ro4•L All resldents had new water meters fitted and covered contalners wèr• Inslallod for all the rubbish blns. A r•furbishment of the communal garden area was compl•tsd. Regular contact wlth all ro$ldents by Chalnnan, Clerk or Trustees. We wer• ablo to hold a very successful Christmas celebratlon togèther. Aduft Safeguardlng tralnlng for th• Tru8tee• was revlowod and all tThsteos were glven access to The Almshouse AMo¢i•tion 4af¢guardlng Adults (L•vol 2) whl¢h the trusteu ar• ¢ornploting. 3 Trustee Meetlngs were held to monitor trust bu8ln••4. (96% attendance of Trustees rocordedl TAR Marth 2012

Section E Financial review Brlaf statement of the charity's poliGy on reserves Followlng the purchase of the V bungalow in the complex in 2019,- tho charlty has Gontinued to build up reserves (including inveslment Income). After the completion of the requirements of the quinquennial inspection further investmentwill be made in the COIF Charities investrnent Fund. Thls wlll enable upgrading of tho bungalows to be arranged as necessary. Assets at 31.12.2023 wère £117 644 + 8 bun alows. Details of any fund8 matsrfally In deficlt None Further flnanclal r•vlthv detalls (OptSonal infornMtlon> You may choose to indude additional information, where levant about.. the charily's principal sources of funds (induding any fundraising}', how expenditure has supported the key objectives of the ¢hanty', investment policy and obiedives including any ethical investment policy adopted. Woekly maintonanc• contrlbutlons from tho resldent8 and Inveslmont income. Malntenanc• of th• Trust'• property and th• w•lfar• of tho residents. Low rhk Invmtmonts and careful pollcy (CCLA and CAF Bank) Section F Other optional information Section G Declaration The trustees declaro that they have approved the trustees. report above. Signed on behalf of the charity's trusteos Slgnaturn(s) Full name(s) Position {eg Secretary, Chalr. etc) Mrs Ellzabeth Raven Dr Jean Watt Chair Treasurer Dats TAR March 2012

CHARITY COMMISSION FOR ÉNGLAND ANO WALES EVIJ4S' HOSPnAL STrEWSBURY Recei tsand ments accounts CC16a For the ￿￿Ort 01.01.2023 T• 31.12.2023 Section A Recèipts and payments Unrestrfctod funds RestAct•d funds End<)wm•rt fvnd¥ Tot•1 ftJnd• LaBty•ar Af Rec&1 OCCVPArnNAL'REIITS' COIF UNITS HIGH INTÉREST COIF DEPOSIT FUIID QQLD ACe¢XINT INTEREST IIITEREST ON CURRENT AcecwNY 106 1•• Jl.412 34,9 A2 A¥••t and In¥￿trn•￿t ul•• J•Aa2 COXTRACTS REPWRS •JID WIITENANCE CLERK IHONA AND ÉXP. ALMSHOUSE ASSOCLITION SU& TRUSTEE5 EXPENSES ¢HRISTMAS Boxes 8UILDING INSiIRIN¢É APPLIANCES EXAMIt4EA3 FEES COIF IN¥É$TMeNTg STATfoNERY IIONTHLY BANK CHAROES CHÉQUÉ HANDLIN¢ QARDEN SUPPLIE$ ROOFING Ind GUTTER$ MITCHER5 SOUCryORS AWNS ADVERTS FOR New TENINn COUNCIL TAX BRlllSH GAS SERVKES REtsÉCORATr)N 2.147 10.063 J.722 4,Q4T ),2Q4 117 14S 400 1M79 IOMJ 191 •1 703 1,no 1.425 673 121 32 320 2,747 7•m3 79.WJ A4 A￿1 •nd Inv•tm•nt purcha••s. IM• 79,Tr)3 7•,MJ 18.664 16. Net olr•c•lpts/(p•ym•nts) AS Transhrn botrmon funds A6 Cash lund8 lut yoar•nd 42.SSI 42,051 18.)32 101,391 CCXX R1 ar£ounts Issi 1410Y2024

Section B Statement of assets and liabilities at the end of the period Unrestricted lund$ Restricted funds Endowmeni nd$ Dethils Categories to C•$ &INK I￿EsT B1 Ca•h fund• WIK GtyDAe¢¢)UMT 4.735 Total cash funds cwsii UnrHtdctod fun R••trlcted Endowment funds to nMr•rt£ Details NCIIE FyAo ty) Detail Cobtl)pkni LA 83 InvMtm•nt I￿?1• Co•t i¢pbtsMII Curntw•lu• Details IX ONE eeDACMD BUNGAL(W8. 1. 114nd 14 JOHN EVAMS lIE1￿. MEOLE gR4CE.8HREW8OURYJY3 VALUEDATÉ140.IVA EaCH. B4 A••ts r•tsln•d for tr• ¢h•rlty'• own u•• •n du• Details 83 Llabllltl• SynatLW• PThni Nam• Date of roval Sioned by rrn VL￿•8￿ btha11￿￿l thè tru51ees Mrs EIE8beth R8ven- Chair DrJean B Watt- Tro86urer If £ 2 CCYX R2 *Y￿nts ISS) 1410Y2024

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/
members of
On accounts for the year
ended
Set out on pages		 Charity Name
Evan’s Hospital, Shrewsbury		 Charity Name
Evan’s Hospital, Shrewsbury		 Charity Name
Evan’s Hospital, Shrewsbury
31/12/23 Charity no
(if any)		 217539
1-2

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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention ( ~~other than that disclosed below~~ *) in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: C Moelwyn-Williams Date: 15/04/2024

Name: C Moelwyn-Williams

Relevant professional FCA qualification(s) or body (if any):

Address: TCA Accountants, Third Floor, 21 St Mary’s Street, Shrewsbury

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

1

October 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

N/a

2

October 2018

IER