(HARITY (OMMISSION FOI INfAND AND WALES Charlty No: 221541 St Anne's Bedehouses Receipts and payments accounts or the perlod Irom CC16a 0111212024 3111W2024 Section A Receipts and payments Uni••irl¢i•d BOlri¢i•d fund Endowment fund8 Tol•l lynd¥ io lh• r40•r••¢ nprnl £ to tm t A1 R•c•l Z60 5DY 376 19 Ch Fur 21 1LY> 100 Sub totsllGro¥$ incomè lorARI 74.857 74.657 7QA54 nv m•n l•bl•. tiom lDtIon Tolol r•c•lpl• 74. $20 1.570 0.131 2.104 tsv•m•nii OeNr•l Repulr5 20.981 1.6 2.375 ¢0 Ie ndpnl Exufftinaiw)n1g SLOXrl ITr. Noiionol *rKi4tlon 419 16,191 419 66.191 407 6U,109 Sub lot•1 A4 A••t and In¥•4trn•nl AlrnhoD&gi re Nalwosl MDn pnts Sub total 3,265 Tol•lpayment8 69.456 69,456 Y1,374 Net ol recelpts/(p8ynrents) AS Trnnslqrs b•tween fundi A6 Cash fund¥ l•¥1 end C•sh lunds th1$ y•ar•nd 5,201 5,201 16,30 16.50$ 11,30 CCXX R1 n¢S5)
Section B Slalement of assels and liabilities al Ihe end of the eriod Ljnreslricled funds lo £ Re$irl¢ied lunL15 Endowment 'gor188 io nwr••i t 91 C•sh lunda Tot•1 e•8h lunds 16.505 UnT•ilrlcl•d lund$ Aulrlcl•d funda Endowm•ni D@1•11g ion••i••i t ton••r••i f -" zaa• Funo 10 Whleh Co•t I•Plk)n•ii Cuii•nt vilU• 83 InvMtm•nt BMt# M&G Investffnt Fundlo ¥¥thloh ••t B4 A#a•ti relalnad lor th• ¢hirlty'8 Own USO 31,Tr3 25J.188 5.439 2$5,118 Unioilrictu¢ tur When Lluo B5 Llabllltl unr£SIlIoO IyrtQ4 Swned byow or Ifu8& on bEfv1 ol all the IruS18e$ &gnaiure Pnni Naine Dale ol C•non gt•v•n Slglghl 11 Aprll 2025 Ch•lrm•n XX H2 awovnts ISSI
CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 01101124 to 31112124 Charlty name: St. Anne's Bedehouses Charlty registration number: 221541 Objectlves and Activities SORP ref8r6nc8 Summary of the purposes of the charity as set out in its governing document PAra1.17 The main objectives of the charity are as follows.. 1. The provision of housing accommodation for beneficiaries. 2. The maintenance ofthe Chapel adjacenl to the houses which ig used for the perfomiane* of Oivine Service in accordance wlh riles and ceremonies of the Church of England for the u8e of the residents and visitors. 3. Such charitable purposes for the benefit of the residents as tha Trustees decide. The land held must be retained by the Trustees for use for the objects of the charity. Summary of the main activities in relation to those purposes for the public benefit, in particular. the activities, projects or seNices identified in the accounts. P•r•1 17•nd Realisation of the Charity's purposes depends on a) The continued provision of housing which is affordable bl Regular repair and upkeep of beneficiaries homes, cl Maintenance of an environment in which residents are conlenl and dl Promotion of Christian fellowship. None of this is rocket science. but the work and inilialives of Trustees and Officers a all directed towdrd doing these things well. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Parn 1.18 In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Cornmi53ion relating to public benefit.
Addltlonal Infomiation (optional) You ma choose lo include further statements Whe levant about.. SORP referee Contribution made by volunteers Para 1.38 Achievements and Performance SORP referen¢• Summary ofthe main achievements of the charity. identifying the difference the charity's work has made to the circumslanceg of its beneficiaries and any wider benefits to society as whole. During th8 year work on restoration of the Wellhead garden has been completed and the appearance of the ground$ has been Iransforyned, a Iribule lo the work of Nicola Penswick who is contracted to work for 50.10 more hours than her predecessor. The pictures recording the Slalions of the Cross have been reframed and restored lo their original positions in the Chapel. No 5 was vacated in September and was -occupied shortly after the turn of the year. Sadly also, Jane Green died in November and renovation of No 7 pnor to -occupation will be a new challenge. The role and functions of the Chaplain are under review prior lo the appointment of a successor lo Rev Pam Rose who gave notice of intention lo retire at the end of her current year in office. A SWOT analysis commisgioned from Mr JD Rose has paved the way for a review of strategy in the coming years. Pjra 1.20
Financial Review Review of Ihe charty's financial posrtion at the end of the period Para 1 21 Weekly Maintenance Contributions were raised by 20/0 in May and a much needed surplus of £5,200 on the year was recorded. The resulting improvement in the charity's cash funds is providential because the vacancy in No 7 will necessitate a further outlay on complete renovation of the house and will entail an application lo the Almshouse Association lo 'top up" Ihe existing loan. Statement explaining the policy for holding reserves stating why they are held Pai8 1.22 The Iruslees, policy is lo retain at least £5,000 on current account to meet working capital requirements and unexpected $hortfall$ in revenue or increases in expenditure. Amount of re8eNes held Para 1.22 Cash reserves at the end of the year were £16,505 and the challenges mentioned above render It Ilkely that the trustees will Seek to maintain them al Ihis level. Addltlonal Infonnatlon {optlonall You ma choose to include further statements where relevant about.. The charity's principal sources of funds lincluding any fundraisin91 P•¢• 1.47 Investment policy and objectives including any social investment poli adopted Para 1.48 The most likely adverse event would be a requirement to place Several boilers in one year. In lems of impact, the greatest risk would be a qUireMent to replace the roof of the Chapel andlor the fleche. Following lengthy review of the charity's policies and risk assessments revised controls should be in place six months into the coming year. A description of the principal risks facing the charity Para 1.46
Structure, Governance and Management Description of cttarity, trusts.. Type of goveming document Para 1.25 St. Anne's Bedehouses is a registered charity, number 221541. The scheme which governs the associatson is dated 30 March 2000. How is the charity constituted? le.g unincorporated association CIO Trustee selection methods including details of any constitutional provision5 e.g. election to post or name of any person or body entitled to appoint one or mo trustees Pa 1.25 Unincorporated registered charity in England and Wales. Para 1.25 There should be one ex-officio Iruslee and 9 co-opted Iruslees. No fewer than three of these should be ordained ministers of the Church of England who at the date of their respective appointments are resident within radius of 12 miles of Lincoln Cathedral. The names of the trustees who sgrved during the year arè set out below Addltlonal Informatlon loptlonal} You ma choose lo include further statements where relevant about.. Prospective Trustees are rnade familiar with the operating framework and methods of the Trust, and the specific legal responsibilities are explained to any without previous experience as Charitable Trustees. Historically the Charity was a registered provider of regulated social housing, but de-registered in the year ended 31 December 2018. The Charity is an active subscribing member of the Almshouse Association. Polici8s and procedures adopted for the induction and Iraining of Iruslees Pgra 151 The charity's organisational stnjcture and any wider network with which the charity works Para 1.51 Any connection between Trustees of the charity with a supplier musl be disclosed lo the full board of Trustees in the same way as any other conlraclual relationship wrth a related paty. In the current year no such related party transactsons were portd. Relationship with any related parties Paro 1.51 Reference and Administrative details Chari name Other name the charil uses Re islered charil number Charity's principal address Sl Anne's Bedehouses 221541 9 Sl Annes Bedehouses Sewell Road Lincoln LN2 5QS
Namos of the charity trustees who manage the charity Date• If not for whob• Trnstee name ONlrA Irf onyl Name of person lor body) entitled toa int trusts• ifan The Bishop of Lincoln Mr Nicholas FderiCk Hackett Appointee of the Bishop Mrs Ruth Krtchen Appointed 19.01.2024 Mrs Rachel May Revd David Mowbray Revd Canon Paul Vincent Noble Retired 31.05.2024 Canon Steven Sleight Revd Robert Strachan Chairman Appointed 19.07.2024 Mrs Joanna Elizabeth Thomlon Mrs Marianne Walkins 10 Cor orate trustees- names of the directors al the date the re rtwasa roved Dlroctor namo Name of trustees holding titl8 to propèrty belonging to the charity Tru•t•• nam• Oat•8 aCt•d11 not for wholo Funds held as custodian trustees on behalf of others Description of the assets None held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity'5 object5 None Details of arrangements for safe custody and segregation of such assets from the charty's own assets NIA
Additional inforniatlon loptlonall Names and addresses of advisers {Optional Infomiation) Type of adviser Independent Examlner Name Address Linda Lord BSC BFP FCA TEP Streets LLP, Tower House, Lucy Tower Street, Lincoln, LN1 1XW Bankers National Westminister Bank PIC 225 High Stre8t Lincoln, LN21A2 Namo of chlef executive or names of $enlor staff members {Optlonal Information) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional information Declarations The trustees declare th•t they have approved the trustees. report above. Slgned on behalf of the charlty'j trugteeg Slgnaturo{sl Full name(s) Canon Steven Sleight Po8ltlon {og Secretary. Chalr, et¢) Chairman Dat• 11 April 2025
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 |
St Anne’s Bedehouses | St Anne’s Bedehouses | St Anne’s Bedehouses |
|---|---|---|---|
| 31 December 2024 | Charity no (if any) |
221541 | |
| 1 – 8 |
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 December 2024. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 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 connection with the examination which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection 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.
Date: 28 April 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
IER
Section B Disclosure
Only complete if the examiner needs to highlight material 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
IER