CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 18t January 2023 Perlod end date Perlod start date To 31•t December 2023 Charlty name: Judson's Homes for Old men and Women Charlty reglstratlon number: 219515 Objectives and Activities SORP r8fer8nc8 Pora 1,17 Summary of the purposes of th8 charity as sel out in its governing document Provlslon of almshouses for persons over 70 years of age, of Ilmltèd maans and with a longstandlng conngctlon to on and Its environ8. The Charlty owns 6 almshouses in Ripon whlch It alms to kgop well malntalned and up to date for comfortabl8 Ilvlng by the appointed rosidents. Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services idenlifieé in the accounts. Stalemenl confirming whether Ihe Iruslees have had re9ard to the guidance issued by Ihe Charity Commission on publi benefit Parg 1.17and 1.19 p?￿ 1.18 The Trustè88 have regard to the guldance Issued by the Charlty Commlssion on publlc benellt In carrying out their dutle8 and maklng doclslons. Additlonal Informatlon (optlonal) You ma hoose to include furlher stat8ments where relevant about: SORP reference Grants ara not made as part of the Charity's function Porn 1.38 Policy on grant making NIA Para 1.38 Policy on soci81 inveslment including program related investment All admlnlstratlon and managemont of the Charlty Is undertaken by volunteers Para 1.38 Contribution made by volunteers Other Achievements and Performance SORP refeTence 2023 has been a year of consolldatlon for the Charlty. The Trustees have continued to maintain tha six properties both proactlvely and respondlng to requests from tho rnsldènts as and whèn required. Summary of the main achievements of the Gharily, 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 Addltlonal Informatlon (optlonal) You ma choose to include furth8r stalemenls where relevant about.. The objoctlve of maintainlng tho propèrtlos has been achieved. Achievements against objectives set Para 1.41 Performance of fundraislng aclivities against objectives set Para 1.41 Inveslmenl performance against objectives Para 1.41 Other Financial Review Review of the charity's financial position at the end of thé period Par8 1.21 Thè financial position of the Charity was revlewed after the year ond and found to be satisfactory. The Charity has a healthy position going forward both in tomis of ongoing cashflow roquiremonts and reserves. In vièw of the principal asset of the Charity belng the slx residential properties, which were constructed over 100 years ago, tho Trustees rocognise the need lo retaln raservo funds for Cyclical Ropair and Extraordlnary Repair. In view of some of the resarve8 havlng been utilised Sn 2022 on Improving the properties the Trustees intènd to build the reserves back up agaln. In Ilnè wlth this policy £25,000 ha8 been added to th• r9serves in 2023. Tho Trustoos wlll contlnue to look at ro-lnstatlng r88ervo8 In futuro ears. £75 000 NIA Statement explaining the policy for holding reserves slating why they are held Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 Para 1.22 Para 1.24 None P¥ra 1.23 The Trusteos are satlsflad that thg Charity remalns a going concern wlth its flnances in a sound positlon. Addltlonal Informatlon {optlonal) You ma choose to include further statements where relevant about: The charlty's princlpal sources of funds (including any fundraising) P816 1.47 Investment policy and objectives including any social investmeni policy adopted Para 1.48 A description of the prlnclpal risks facing the charity Para 1.48 Other Structure, Governance and Management Description of charity's trusts- Type of governing document Para 1.25 The Charity was ostablished by the wlll of the late Charles William Judson The Will is dated 12th April 1911 and Mr Judson died in 1914. How is the Gharity ¢onstiluted? .rporaled i-io Trustee s&loclion methods including détails of any constitLJtional provisions 8.g. election lo post or name of any person or body 8ntitl8d lo appolnt on8 or more trustees Para 1.25 Para 1.25 The wlll provides for the Mayor of Ripon to bo a Trustee. (Xher Trustees are appointed by the body of Trustees from tlme to time. Addltional informatlon (optional) You ma choose to include further statements wher8 r818vant about; Pollcles and procedures adopted for the induction and training of trustees Para 1.81 The charity's organisational structure and any wider network with which th8 charity works Para 1.51 Relationship with any related parties Psra 1.51 Other Reference and Administrative detalls Charil name Other name the charit uses istered charil number Charity's principal address Judson's Homes for Old Men and Women NIA 219515 77 North Street, Ripon North Yorkshire HG4 1 DP Names of the charity trustees who manago the charity Dates acted If not lor whobe ear Trust•• name Offleo (If any) Name of person lor body) entltled toa olnt tru6tee Ifan Stuart Andrew Martin Paul Graham Freeman Allan Tunningley 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors al the date the r8 Dlr•ctor nam• ortwasa roved Namè of Irusteas holding title to property belonging to the charity Trustee name Date8 acted If not for wholo •ar Funds held as custodian trustees on behalf of others Description of the assets h&ld 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 saf8 Custody and segregation of such assets from the charity s own assets Addltlonal Informatlon (optlonal) Names and addrossos of advl8ors (Optlonal Informatlon) Typo of Namo Address advl8er Name of chlef executlve or names of senlor stsff members (Optlonal Informatlon} Exemptions from disclosure Re8s0n for non-dlsclosure of ke ersonnel details Other o tlonal informatlon Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trusto06 Signatura($) Full namè(8) Posltlon (ag Secrotary, Chalr, etc) Ta)g Dato CHARITY COMMISSIO FOR ENGLAND AND WALE NdTFTre s Hom05 for Old Men and Women No lif anyl 21Q515 Receipts and payments accounts CC16a For the perSod from Pc'riod slarl d￿1C l?cric)d en(5 r5•1@ To 0110112023 3111212023 Section A Receipts and payments Unrestricted funds Restr¢￿ed funds Endowment nds Total funds Last year to Ihe nearest tothfr ngarnst£ lo the ￿arest £ to the nearestt to the noaTeSt£ A1 Rècglpts Rent received Investment income Inferest 29,640 851 29.640 851 26,471 1.133 1,122 Sub total(Gross income for ARJ 30,491 28.728 A2 Asset and investrnent 5ale$, lsee tablel- Loan from AlmshouseAssoc&alion Sub total 39.QDD 30.491 30N91 67,726 A3 Paymènts Insuranc Management fees Grounds mainienance Gas safely Certifjcales 1,q16 1600 1.170 612 343 1,118 3.600 1,170 612 1,010 3,600 1,020 510 196 49,535 Repairs and improvetnents Sub total (841 6,841 S4871 A4 Asset and Investment purchases, (see table) Loan Repasrymenl 4.095 095 4,095 4,095 2,047 2.047 Sub total Total payments 10,936 10.936 57.918 Net of receipts/(paymentsJ AS Transfers between funds A6 cash funds last yaar end Cash funds thls year end 19,555 19,555 9,808 19,555 19,555 CCXX R1 accounts ISSI 0511212024 Section B Statement of assets and liabilities at the end of the period Unrestricttd funds to n•ar•81£ Restricted fund5 to nèare5t£ Endowment funds Categories Details to nearest£ 81 Cash funds Bardays Bar 72.477 Lrtthlnson & B￿ha￿an 3,675 Total cash funds 76,152 laweo balArKgSwilhrÉceIptsa￿ p8ymFtts uthl5)I Auieatnenl l-lror Unrestrlcted funds to n88r88t£ Rèstricted fund5 to hoarest£ Endowment funds to nearest£ Details Monies paid in advafKe to Davies & Lwd B2 Oiher monetary assets Total 900 Fund towhlch assèt belon Unreslricled Cost loptlonDII Current valu& Detalls &G Charity Mulli Asset Fvncl B3 Investment assets 3,811 COIF Charities Invtrstment Fund Accum Unreslricled 330 COIF Chariles Inve5menl Fund InGome Unr•51rL¢isd 41.41B Tot 44559 Fund to whl¢h a559t belon End0VA￿nt Details 14 Jwa$ms CIo86, Southgala. Rlpon Cojt loptlonall Curi•nl v3lu• B4 Assets retained for the Charity's own use 810,000 Total 81I000 Fvnd 10 whl¢h knount Whon dl Details B5 Llabllities Signed by one or two trusi•e5 on behalf of all the trustees Signaturè Print Name Date of roval 13 CCXX R2 a¢(x)unts ISSI 05112r2024 CHARITY COMMISSION FOR ENGLAND AND WALES Independent exarninerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Judson's Hornes for Older Men and Women On accounts for the year ended 316t December 2023 Charity no (if any) 219515 Set out on pages I report to the tnjstees on my examination of the accounts of the above charity i-the Trust") for the year ended 315t December 2023 Responsibilities and As the chartiy trustees of the Trust, you are responsible for the preparalion basls of report of the accounts in accordance wilh the requirements of the Charitses Act 2011 ("the Acr). 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 applicab￿ Directions given by the Char under section 145(5}(bl of the Act. I have completed my examination. I Confi￿ Ihat no material matters have come to my attention in connection with the examination which gives me cause to believe that in. any material respect: Independent examlnerfs ststsment I have no concerns and have come across no olher matters in connection with the examination to which attention should be drawn in order to enable a prcper understanding of the accounts to be reached. Signed: Date: 5th December 2024 Name: Mr Brian Elsworth Relevant professional qualificatlon(s) or body (if any): ACCA Number6000149 Address: Yorkshire Accountants Ripon 1 South Crescent Ripon, North Yorkshire. HG4 1SN Section B Disclosure Only complete rf the examiner needs to highlight matters of concem (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). IER Oclober 2018