CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1st January 2024 Perlod end date Period start date To 31$¢ December 2024 Charity name: Judson's Homes for Old men and Women Charity registratlon number: 219515 Objectives and Activities SORP reference Para 1.17 Summary ofthe purposes of the charity as set out in its governing document Provislon of almshouses for persons over 70 yèars of age, of Ilmlted meang and with a longstanding connection to on and Its envlrons. The Charity owns 6 almshous6s In Rlpon which it aims to keèp 4vell malnlained and up to date for comfortable Ilving by the appolnted rosldents. Summary of the main activities in relation to those purposes for the public bénefit, in particular, the activities, projects or ServI￿S identified in the ac¢ounls, Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.17 and Pala 1.18 The Tru3tg98 have regard to the guldanca Issued by the Charlty Commlssion on publlc benefit in carrying out thelr dutles and maklng daclslons. Addltlonal Information (optional) You ma choose to include further statements where relevant about.. SOFIP reference Grants are not made as part of the Charlty's function Policy on grant making Para 1.38 NIA Para 1.38 Policy on social investment including program related investment All administration and management of the Charity is undertaken by volunteers P#ra 1.38 Contribution made by volunteers Financial Review Review of the charity's financial position al th6 end of the period Para 1 21 The flnancial position of the Charity was reviewed after the year end and found to be satisfactory. The Charity has a healthy positlon going forward In temis of on oin cashflow and reserrfes. In view of the principal asset of the Charity being the six residential properties, which were constructed over 100 years ago, the Trustees rèeognise the need to retain resetve funds for Cyclical Repair and Extraordinary Repalr. The Trustees have committed further funds to the reserves In the ear. £80 000 NIA Statement explaining the policy for holding reserves stating 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 un¢ertainties about the charrty continuing as a going concern Para 1.22 Para 1.22 Paro 1.24 None Par8 1.23 The Trustsés are satlsfied that the Charlty remalns a golng concern with its finances In a sound posltlon. Additlonal Information {optlonal) You ma ¢hoose lo include further statements where relevant about.. The charity's prlncipal sources of funds (including any fundraising) Par• 1.47 Investment policy and objectives including any social investment policy adopted PIM 1.48 A descrlption of the princlpal risks facing the charity Para 1.46 Other Structure, Governance and Management Description ol charity's trusts.. Type of governing document Para 1.25 The Charity was eslablished by the wlll of the late Charles William Judson How is the charity constituted? Para 1.25 th The Will is dated 12 April 1911 and Mr Judson died in 1914. 'aled Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Par8 1.25 The will provldes for the Mayor of Rlpon to be a Trustee. Othér Trustees aro appointed by tho body of Trustees from tlme to lime. Addltlonal information (optlonall You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induclion and training of trustees Par8 1.51 The charity's organisational structure and any wider ne￿Ork with which the charity works Para 1.s1 Relationship with any related parties Par# 1.51 Other Reference and Administrative details Charit name Other name the charit uses Re istered charit 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 manage the charity Trustee name Datè$ a¢ted If not forwhol* ear Offiee Ilf any) Name of pernon lor body) entitled toa olnt trustee If an Stuart Andrew Martin Paul Graham Freeman Allan Tunningley Jacqueline Roberts 10 12 13 14 16 17 18 19 20 Cor orate truslees- names of the directors at the date the re D1￿CloT name ortwasa roved Name of trustees holding title to property belonging to the charity Tru¥tee name Dates aetsd if not for whole •ar Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian harity's objects Details of arrangements for safè custody and segregation of such assets from the charity's own assets Additional Information {optlonall Names and addresses of advlsers {Optional Infomiationl Type of Name Address adviser Name of chlef executlve or names of senlor staff members (Opttonal Information Exemptions from disclosure Reason for non-disclosur8 of ke rsonnel details Other o tional information Declarations Thè trustees declare that they have approved the trustees, report above. Slgned on behalf of the charity's trusteès Signature(s} Full namels Positlon leg Secretary, Chair, etcl Stuart Martin Allan Tunningley Trustee Trusl Dato CHARITY COMMISSION FOR ENGLAND AND WALES Cha name Chai Number Receipts and payments accounts CC16a For the period from 0110112024 31112r2024 Section A Receipts and payments Unrestricted funds to th8 nearest Restricted funds Endowment fvnd8 Totsl funds Lo$t year to the nearÈst£ to the nearest £ to the nearest£ lo the ne8r4stÉ A1 Recelpts Rent Invesimenl In￿me Interest JQ.158 30.158 29.640 851 184 Sub total(Gross income for AR) 30,342 30,342 30.491 A2 Asset and investment salos, (see table). Sub total 30.342 30,342 30.491 A3Pa ments Insurance M8nagemenl fees Grounds m4inlenance s Safdy CerbfiLxle5 Sub$cripiM)ns Repairs and improvements Bank charges 1,109 3,900 1,665 648 353 l183 357 1,109 3,900 1,665 3.800 1.170 612 343 353 2,183 357 Sub total 10,215 10,215 6,841 A4 Asset and Investment purchases, see table Loan re ment 4,096 4,09S 4.095 Sub total 4.095 4,095 4.095 14,310 14,310 10.936 Net of reCeipt￿(payMents) A5 Transfers between funds A6 Cash funds last year end Cash funds this year gnd 16,032 16.032 19.555 16,032 16.032 19.555 CCXX R1 accounts Issi 3111012025 Section B Statement of assets and liabilities at the end of the period un￿StrICted lunds to nearest £ Restricted funds to nearest£ Endowment funds to nearoSt£ Categories Details 81 Cash funds HSBC 92,SX)5 HU￿h1Th5On & Buchana 179 Total cash funds 93.084 (agree b4￿￿$￿Eth r8cdpt5 paymerts 4cCllurt(s)1 Unrostricted funds to nearest£ Rostrlcted funds to nearest £ Endowment funds to noarest£ Details Fund to whl¢h asset belon Unrestrictsd Details M&G Chanly Mulli Asset Fund C03tlop¢lonal) CuwreThtva￿o on81 4,116 B3 Investment assets COIF Chadlia$ Inve51menl Fund Ac¢um Unre5trIcted 346 COIF Charit￿5 Inve51menl Fund IrKorne Unr•str4cted 42.354 Fund to which a888t bo10 Endowment Detalls 14 Jud$￿$ Close, S0￿h931e, RSpon Cost loptlonall Current valu8 B4 Assets retslned forthe charity's own use 810,000 Fund towhl¢h relates Unrt$iricted Amount due onal 30.71J Details m8￿U$8 Assrrialron Whet) due o tional B5 Liabillties Signed by one or tswo tru5t885 on behalf of all the trustee5 Signature Print Name Dale of roval Stuart Martin Allan Tunningley 30.10.25 30.10.25 CCXX R2 accounts ISSI 3111012025 (HARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees Judson's Homes for Old Men and Women On accounts for the year ended 31st De￿mber 2024 Charity no lif any) 219515 Set out on pages CC16a 1 and 2 Lr tO'.nClLIgC InQ nGae nLiniDnfs OT adoilional skeelsr I report to the trustees on my examination of the accounts of the above charity (Yhe Trust") for the year ended 3111212024. Responsibilities and basis of report As the charty's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (Ihe Act"). I report in respect of my examination of the Trust's accounts carrted out under section 145 of the 2011 Act and in carrying OLrt 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 examiner's statement come to my attention in connedion with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect.. the accounting records were not kepl in accordance with section 130 of the Charities Act., or the aGcounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements concerning the fomi and content of accounts set out in the Charities (AcGounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no conc8ms and have Gome across no other matters in connec*ion 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. Signed: Date: Name: Teresa Catherine L Relevant professional quallflcatlon(s) or body (if any): Address: BEM Limited clo Yorkshire Accountants, 1 South Crescent, Ripon HG4 1 SN IER Oct 2018 Section B Disclosure Only complete if the examiner needs to highlight material matters of ¢oncern (see CC32, Independent examination of charity accounts.. directions and guidan￿ for examiners). Give hère brief details of any items that the examinerwishes to dlsclose. IER Oct 2018 CHARITY COMMISSION FOR ENGLAND ANO WALE5 Charil name Chairt Number Receipts and payments accounts CC16a For the period from 0110112024 To 3111212024 Section A Receipts and payments Unrestricted furtds to tho nearest Restricted funds Endowment funds Totsl lunds 75t year to the llearest£ to tho nearpst £ to the near•5t£ tothp noarost£ A1 Rèc81 Rent Investment income 30.158 30,158 851 184 Sub total (Gross income for ARJ 30.342 30,342 30.491 A2 Asset and Invostment sales, (see table). Sub total 30,342 30,342 30,491 A3Pa ents Insurance Management fees Grounds maintenance Gas Safely Cerfifi¢aies Subscriptions Rep8its improvements Bank charges 1,109 3,900 1,665 648 353 1183 357 1.109 3,gOD 1,66$ 648 353 2,183 357 3,600 1.170 612 Sub total 10.215 10,215 6,841 A4 As¥et and investment purcha8e8, see tsble Loan re ment 4.096 4,095 Sub total 4,09S 4,095 Total payment$ 14,310 14,310 10.936 Net of re¢eipts/{payments) AS Transfers bgtween funds A6 Cash funds last year end Cash fund$ this year end 16,032 16.032 19.555 16.Q32 16,032 19,55S CCXX R1 accounts ISSI 3111012025 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to noar8st£ Restricted funds tg neare$t£ Endowment fvnds to nearest £ Gategori?s Details 81 Cash funds HSBC 92.9DS Hulchin50n & Buchana 179 rotal cash funds 93,084 lagreE bdaro>s Wilh re¢eipisAnd accouNi$ll Unrestrlcted funds to noarest £ Restrfcted funds to neorest£ Endowmont funds to nearo$t £ Details Fund towhich ay5et belon Unr•5tr1¢tsd Details M&G Charity Mulli Asset Fund Costltsption4 Curront valuo B3 Investment assets 4.116 COIF Charitie5 Investment Fund Accum Unrestri¢ted 346 COIF Charities In¥esimenl Fund Ir￿Trme Unmtricted 42.354 Fund to which asset bglon Endowmenl Details 14 J￿8￿n5 Cbse. Soulhgate, RipDn Cost loptionall CurrentvaJu• ttonal 810.000 84 Assets retained for the charity's own use Fund tc whlch relat0$ Unreslncted Details mshDU5eAs5Ctiabon Loan Amount due lonal 30,713 When d onal BS Llabllltles Signed by one ortwo trustees on behalf of all the Iruslees Siqnature Print Name Dale of roval stuart Martin Allan Tunningley 30.10.25 30.10.25 CCXX R2 accounts ISSI 3111012025