2024-12-02-accounts

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 02/12/2024 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 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 2023- 02 December 2024 Charity name: Turnor's Almshouse Charity Charlty registration number.. 221315 Objectives and Activities SORP relefe Par8 1.17 Summary ol the purposes ol the charity as sel out in ils governing document The object of the charity is.. The provision of Almshouses lor poor persons of good character residènt in the pafish of Stoke Rochford or Easton. Summary of the main activities in relation lo those purposes for the public benefit, in particulai, the aclivllies, projeels or services identified in the accounts. Statement confirming whether the Iruslees have had regard lo the guidance issued by the Charity Commission on publ1¢ benefit P4ra 1 17wpJ The tenants of the Almshouses benefit from the provision of accommodation, which is available lo persons meeting the charity's criteria las defined iii the original scheme) from the wider society. Paia 1.18 In selling objectives and planning for aclivilles. the Trustees have given due consideration lo general guidance published by the Charity Commission relating to Pliblic benefit.

Additional information loptionall You ma choose lo Include further slalemenls where relevant abDUI' SORP ielerence NIA Para 1.38 Policy on grant making NIA Para 1,38 Policy on social investment including program related inveslinenl NIA P•ra 1.30 Contribution made by volunteers NIA Other

Achievements and Performance SORP Telervn The charity continued lo receive contributions from tenants ol the 6 Almshouses during the period Summary of the main achievements of the charity, idenlilying the difference the charity's work has made lo the circumstance8 of ils beneliciaties and any wider benefits to 50ciely a5 8 wh()lo Para 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 there were new boilers installed. The Almspersons of the Almshouses benefi't from the provision of accommodation. which is available lo persons meeting the charity s criteria from the wider society, Addltlonal Informatlon loptlonall You may choose lo include further slalemenls where relev2nl aboLJI'. NIA Achievements against objectives sel Para 1 41 NIA Performance of fundraising activities against objectives Sel NIA Investment performance against objectives Pgrg 1.41 NIA Other

Financial Review Review of the charity's financi21 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 year end was less than the minimum working balance due ID a broad piogramme of repairs being required. Slalemenl explaining the policy for holding rese￿eS slating why they are held PBr& 122 The Trustees endeavDur ID maintain sufficient revenue reserves in order lo meet the future maiiileiiance and repairs requirements. Tlie TrLJslees Consider that minimum balance of £5,000 should be held in ordei to meet working capital requirements. any shorllall In income or in case of unexpected expenditure. Amount ol reserves held Par8 1.22 The charity held cash reseNes of £6,230 al the 2nd Oecember 2024, all of which are nreslricled. Reasons fur holding zero reserves Details of fund materially ii) deficil Explanation of any uncertainties about Ihe Gharily Gonliiiuing as a going concern Para 1.22 Para 1 24 NIA Para 1 23 Addltlonal Informatlon loptlonall You may choose ltr include further slalemenls where relevant about. The majority of the charity's incom6 Is gen&raled from rental contributions lolalling £28,60412023 £27,680) In the year. The charity's principal sources of funds (including any fundraising) Poro 147 There are incidental amounts of bank interest or other income received on an adhoc basis. Investment policy and objectives including any social investment policy adopted NIA Para 1.46 NIA A description of the principal rlsks facing the charity P8r8 1.48 NIA Other

Structure, Governance and Management Description of charity's Iru%ls'. Type of governing document Paia 125 Turnor's Almshouse Charity is a registered charity. number 221315. The scheme which governs the association is dated 04 July 1972. How is the charity consliluled? IL g uniiicorporated association, CIO) Trustee sèlection methods including details of any conslilulional provisions e.g. election lo post or name of any person or body entitled lo appoint one or more trustees Para 1 25 Unincorporated registered Charity in Éngland and Wales. Para 1.25 The Trustees who served the charity during the period are listed on page 6 to Ihis Iruslees, report. Addltlonal Infom)atlon loptlonall You may ch005e lo include further statements where relevant about.. Prospective Trustees are made familiar with the operating framework and methods of the Trust, and the specilic legal responsibililies afe explained lo any wilhoul previous ex erience as Charitabl8 Trustees. Policies and procedures adopted lor the iiiduclivn and training of trustees Para 1,51 The charity's organisalional slruclure and any wider network with which the charily work$ NIA Pofll 1.sl Any connection between a Trustee of the charity with a supplier musl be disclosed to the lull board of Trustees in the saine way as any other contractual relationship with a related party. Relationship with any related parties Park 1.11 NIA Other

Reference and Administrative details Charil name Other name the charil uses islered chaiit nLimber Charily's principal address Turnor's Almhouse Charil 221315 The Eslalp Office Home Farm Cringle Lane Stoke Rochford Granlham Lincolnshire Names of the charlty tru5teg¥ who manage the charlty Tru8tO8 namo Office 111 any) Datos acted 11 not for whol8 oar Name of pèr$on lor bodyl entltled olnt tru8tèg Iran Simon Timothy Douglas Allam Neil Edmund Mccorquodale Corporate Iruslees- names ol the directors al the dale the re Dlr8Ctor namo ort was approved Name of Iruslees holding lille lo property belonging lo the charity Tru8t&o nam• Date8 act8d 11 not for v4hole oar Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the ch2rily on whose behalf the assets are held and how this falls within the custodian charity s objects Details of arrangements for safe custody and segregation ol such assets from the charil 's own assets NIA

Addltlonal Informallon loptlonall Names and addresses of advisers (Optional information) Type of Name Address adviser Independent Examlner Linda Lord BSC BFP fcA TEP Streets LLP Chartered Accounlanls Tower House, Lucy Tower Street Lincoln, LNI 1 XW Granlham, Leicestershire. LE87 2BB Bankers Barclays Bank PLC Bankers Wealherbys Bank Sanders Road, Wellingborough, Northamplor)shire, NN8 4BX Name of chlef executlve or names of senlor staff members Ioptlonal Informatlonl Exemptions from disclosure Reason lor non-disclosure of ke ersonnel details Other o tional information Declarations The trustees declarg that they h e approv the trustèès, rèport Ibovo. Signed on behalf of the charlty, trustees Slgnaturelsl Full namelsl Posltlon leg Secretary* Chalr, et¢) Mrs D Allam Trustees Date 1810glio25

(HARITY (OMMISSIO FOR ENGLANO ANO YIALE Turnort8 ljmhouso Chartty Receipts and payments accounts CC16a Forthg poriod To 0?11212024 Section A Receipts and payments fund• ioul tun0* Al Rocol ub tol• IGmss AR) Jieo JJAoe 27M4$ Total ré¢elpt$ 33.60 33,608 27M66 A3P• menls 37 6,2 1,0 84nk Sub tot81 ,416 Bb Ll4blllt Movomonts Otherlo8ns Slnko. Ro¢hford108n Sub total 4,409 Totalpayn¥enls al￿25 23.637 Nei of rncèApts/lpaymentsl A6 bglwryfjtt fu￿￿0 A6 C￿h funds laii y4arond Cosh funds Ihis ￿ar t,784 4147 4.446 6.lJO 6.230 4,416 £CXX Rl 1gIOJ12425

Section B Statement of assets and Ilabllltles at the end of the perlod Ltnr&Èlrl¢tèd fund$ Rosirlct&d Eiidowmènt undg Bl Cash fund$ Tolol cash funds 6.230 Umrojtrfcied lunda tOO•4MIt Rasirlcted lunds ETrdOwme￿I fuNda BJ Inv••tm•nt •s•et co￿1•PlIC￿lI 84 A818t• retaln•d for lh& clithrlty's owii ug F￿nd lèwhli AmÈunl DofAII8 85 Liablllts•6 Unrv.JliYJed SYJnpd by oneor Motrusledson behall ofall Ihe liustees PnDI Name roval STDWlpm N E fvtcorqud8le 18109 CCXX R28¢C￿rnts Issi