## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/** The Turnor’s Almshouse Charity **members of On accounts for the year** 02/12/2023 **Charity no** 221315 **ended (if any) Set out on pages** 1-9 I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 02/12/2023. - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). 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** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention in connection with the examination which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records 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. **Date:** 19/09/2025 **Signed:** ~~—~~ **Name:** Linda Lord ~~PC~~ **Relevant professional** BSc BFP FCA TEP **qualification(s) or body (if any): Address:** Streets LLP Tower House, Lucy Tower Street, Lincoln LN1 1XW 1 **October 2018** **IER** **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). **Give here brief details of any items that the examiner wishes to disclose** . 2 **October 2018** **IER** CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 03 December 2022- 02 December 2023 Charity name: Turnor's Almshousa Charity Charity registration number.. 221315 Objectives and Activities SORP relergn Parg 1.17 Summary of the purposes of the charity as sel out in its governing document The objecl ol the charity is". The provision of Almshouses for poor persons of good character residpnl in the parlsh ol Stoke Rochlord or Easton. Summary of the main activ￿lieS in relation lo those purposes lor the public benefit, in particular. the aclivilie$, projects or services denlilied in the accounts. Slalemenl confirming whether the Iruslees have had regard lo the guidance issued by the Charity CoinmissiL)11 un public benefit P8rJ1 17• 1.19 The lenan15 of the Almshouses benefit from the provision of accommodation, which 15 available lo persons meeting the charity's crilei'ia las defined in the original scheme) from the wider society. Para1.18 In selling objectives and planning for aclivilies, the Trustees have given du8 onsideralion lo general guidance published by the Charity Coinmission relating ID public benefit. Addltlonal Information loptlonall You ma choose lo include further slalements where relevant about.. SORP ieferen¢e NIA Pais 1 38 Policy on grant making NIA Para 1.36 Policy on social investment including progiam related investment NIA Para 1 38 Conlribulion made by volunteers NIA Other Achievements and Performance SORP referen The charity continued lo receive contributions from tenants ol the 6 Almshouses during the period. Summary ol the main achievements of the charity, identilyinq the difference the charity's work has made lo the ciicumslances of ils beneficiaries and any wider benefits lo society as a whole. Pèrn 1.20 During the year, the charity continued the programme of upkeep and general running costs of the Almshouses. In addition, significant repair works were undertaken to roofing, and Ihere were new boilers installed. The Almspersons of the Almshouses benefit from the provision of accommodallon, which is available lo persons meeting the charity's crlleria from the wider society. Addltlonal Informatlon (optional You ma chc)ose lo include further Slalemenls where relevant about.. NIA Achievements against objectives sel Par8 1.41 NIA Performance of fundraising activities against objectives sel NIA Investment performance against objectives Para 1.41 NIA Other Financial Review Review of the charity's financial position al the end of the period Para 1.21 Generally income is consislenl with previous the year's performance. The cash position al the yeaf end was less than the minimum working balance due lo a broad programme of repairs being required. Slalemenl explaining the policy lor holding reserves slating why they are held Para 122 The Trustees ende8vour lo maintain sufficient revenue reserves in order lo meet the future maintenance and repairs fequiremenls. The Trustees consider that a minimum b81ance of £5,000 should be held IT) order lo meet working capital requirements, any shortfall In income or in case of unexpected expenditure. Amount of reserves held Para 1.22 The charity held cash reseNes of £4,446 al the 2nd December 2023. all of which are unrestricted. NIA Reasons for holding zero reserves Oelails of fund malerialSy in delieil F.xplan81ion ol any uncertainties about the charity continuing as a going concern Para 1.22 Para 1.24 NIA Par• 1.23 NIA Addltional Informallon loptlonall You may choose lo Include further slalemenls where relevant about. The majority of the charity's income Is generated from rental contributions lotalling £27,68012022'. £25,182) in the year. The charity's principal sources ol funds lincludlng any fundraising) Para 1.47 There aro incidental amounts of bank Interest or other income received on an adhoc basls. Investment policy and objectives including any social investment policy adopted NIA Para 1.46 NIA A description of the principal risks facing the charity Para 1 46 NIA Other Structure, Governance and Management Description of charity's Irusls.. Type of governing document 1111151 cleed. roy41 cl)arterl Parg 1.25 Turnor's AlmshoLise Charity is a fegislered charity. number 221315. The scheme which governs the associalion is dated 04 July 1972. How is the charrty consliluled? Iv y Llllllliul PUl¢ilv dsso¢ialioi) CIO Trustee selection methods inelLiding details of any conslilulional provisions e.g. election lo post or name ol any person or body entitled lo appoint one or more Iruslees PaTa 1.25 Unincorporated registered charity in England and Wales. Pllra 1.25 The Trustees who served the charity during the period are listed on page 6 to this trustees. report. Addltional information loptionall You may choose lo InGlude further slalements where relevant about.. Prospective Trustees are made familiar with the operating framework and methods of the Trust. and the specific legal responsibilities 8re explained lo any wilhoul previous ex erience as Charitable Trustees. Policies and procedures adopted lor the iiiduclion and training ol Iruslees Pwa 1.51 The charity's organisalional slru¢lure and any wider network with which the charity work$ NIA PWJ 1.51 Any connection between a Trustee of the harily with a supplier musl be disclosed lo the lull board of Trustees in the same way as any other conlraclual relationship with a related party. Relationship with any related partios NIA Other Reference and Administrative details Charil name Other name the charity. uses Re isl&.red charity number Charity's principal address Turnor's Almhouse Charli 221315 The Eslale Oftice Home Farm Cringle Lane Stoke RDchlord Granlham Lincolnshire Name$ ol the charlty trustees who managè the charity Datos &cled If not lor whole ear Trustee name Offlce Ilf any) Namo of por80n lor bodyl ontstlod toa olnt tru$¢gc IfaD Simon Timothy Douglas Allam Neil Edmund Mccoiquodale Cor orate Iruslees- names of the directors al the dale the re Dlrec¢or n4mo ortwasa roved Name of Iruslees holding lille lo property belgnging lo the charity Tru•too nom Datè& actèd If not ftr wholoJear Funds held as custodian trustees on behalf of others Oescripiion of Ihe assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the cuslDdian charity's objects NIA Details of arrangements for safe custody and segregation of such assets from the charil 's own assets NIA Additional information loptionall Names and addresses of adviser5 (Optional information) Type of Name Address adviser Independent Examlner Linda Lord 8SC L3FP FCA TEP Streets LLP Chartered Accounlanls Tc)wer Flouse. Lucy Tower Slrepl Lincoln, LN11 XW Granlham. Leicestershire, LE87 2BB Bankers Barclays Bank PLC Bankers Wealherbys Bank Sanders Road, Wellingborough, Northamptonshire, NNB 48X Name of chlef executlve or name8 of Senlor staff members (Optlonal Informgtlonl Exemptions from disclosure Reason for non-disclosure of ke ersonnel details other optional information Declarations The trustee8 declare that they ave approved the trustees, report above. Slgned on behalf of thg Gharit s trustse Slgnaturelsl Full namelsl Posltlon leg Secretary, Chalr, etcl MrSTDAllam Trustees Date CHARITY COMMISSIO FOR ENfjLANO ANO WALE Tvrnoi'•Almhouse Charhy No 221315 Receipts and payments accounts CC16a For tho p¢dod IWIV2022 021121202J Sèction A Receipts and payments funds to11￿ A1 t IrrtaM￿ftt1IVOd lola ross mconie ARI 2Y.IIS Tolal r•cglpl$ 27,685 AJ P4 meni8 2.1 r1￿10￿#•All￿d￿j Ell¢￿r.1 I,J61 boiih ch Sub total 16.707 & Lljbllll Mtsvtrmttni$ Sub tol•l Totalpaym•nts 2J,537 Met of ￿CeIP1s1￿puvmO￿l8) A6 Translers botw•en fund• A$ C¥sh turid& lthai y•ar •nd Cash funds th15 V•orend 4.147 •JJ? 299 ?39 g,eJi 2•1 CCXX R1 aecoJnts Issi Section B Statement of as$ets and Ilabllltles at the end of thè p8rlod Unrèstvlettd Endowment fullds 81 C8$11 lund8 Tolel cash lunds 4,446 Unrostrl¢i•d Ro¥lrlcidd fund¥ tono•Msl£ Endowmani ton•iroBI£ Cuff•nlv41u• Dfjtsll8 83 Inv•*tmtrnt 1A#trti B4 A86eti r•tiln•d for th• thArlty'8 own u8tr *jn0urtld￿• Whirtd S*kq Rochlw4 shjn￿ by(v￿Or￿￿ tru&t¢èson b￿h￿f￿rA11thP. Iiu*es 8lgn31 Prini N8tii8 Llale of STDAMdm 181091ZS 181091 N E Mc(xKqud3le CCYX 82K£coJnts ISS) 19103120?5