## 

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||**S O R P reference**||
|---|---|---|
|Summaryof the purposes of|**Para 1.17**|**Provision of housing accommodation**|
|the charity as set out in its||**For beneficiaries and such charitable**|
|governing document||**purposes for the benefit of residents as**|
|||**Trustees decide. Relief of beneficiaries**|
|||**within area of benefit including**|
|||**distribution of up to £490.00 towards**|
|||**education of under 25's**|
|Summaryof the main<br>activities in relation to those|**Para 1.17 and**<br>**1.19**|**Trustees have achieved these objectives**<br>**by provision of housing accommodation**|
|purposesfor the public||**for benefit of existing residents and new**|
|benefit, in particular, the||**residents where vacancies have arisen,**|
|activities,projects or||**Trustees have also distributed monies**|
|servicesidentifiedin the||**to local families deemed to be in need**|
|accounts.||**and also to six local schools.**|
|Statement confirming|**Para 1.18**|**Trustees have had regard to guidance**|
|whether the trustees have||**issued by the Charity Commission on**|
|had regard to the guidance||**public benefit.**|
|issuedby the Charity|||
|Commissionon public|||
|benefit|||



## 

## 




## 

||**SORP reference**||
|---|---|---|
|||**The Charity has achieved 96%**|
|||**occupancy of 22 Almshouses during the**|
|||**current year. The Charity has also**|
|Summaryof the main<br>achievementsof the charity,|**Para 1.20**|**completed work of combining two of the**<br>**older original Almshouses in to one**|
|identifyingthe difference the||**property in order to improve**|
|charity's work has made to||**accommodation for the future,**|
|the circumstances of its||**The Charity has distributed £480.00**|
|beneficiaries and any wider||**education grant to 6 local junior schools**|
|benefits to society as a||**(collectively) and also £500.00 to local**|
|whole.||**families.**|



|Achievements against|**Para 1.41**|
|---|---|
|objectives set||
|Performance of fundraising||
|activities against objectives|**Para 1.41**|
|set||
|Investment performance|**Para 1.41**|
|against objectives||
|Other||





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|**inancial Review**|||
|---|---|---|
|Reviewof the charity's|**Para 1.21**|**The Charity is in a sound financial**|
|financialpositionat the end||**position at the end of the period.**|
|of the period|||
|Staten^ient explaining the|**Para 1.22**|**Reserves held principally for the**|
|policy forholdingreserves||**purpose of maintaining the 22**|
|stating why they are held||**properties and keeping same updated.**|
|Amount ofreservesheld|**Para 1.22**|**£438355**|
|Reasonsforholdingzero|**Para 1.22**|**n/a**|
|reserves|||
|Detailsoffundmaterially in|**Para 1.24**|**n/a**|
|deficit|||
|Explanation of any|**Para 1.23**|**none**|
|uncertainties about the|||
|charity continuing as agoing|||
|concern|||



## 

|||**Income and Investment funds have been**|
|---|---|---|
|||**maintained with approved Charity**|
|Thecharity's principal||**Investment Funds. Short term**|
|sourcesof funds (including|**Para 1.47**|**investments have been held in a Charity**|
|anyfundraising)||**Deposit Account. Principal income for**|
|||**the Charity is derived from maintenance**|
|||**payments from the Almshouses.**|
|Investment policy and|||
|objectives including any|**Para 1.46**||
|socialinvestment policy|||
|adopted|||
|Adescription of the principal|**Para 1.46**||
|risksfacing the charity|||
|Other|||





|Description of charity's|||
|---|---|---|
|trusts:|||
|Typeof governing document|**Para 1.25**|**Scheme of the CharHy Commissioners**|
|||**dated 14/08/2006**|
|How is the charity|**Para 1.25**|**Trust**|
|constituted?|||
|Trusteeselection methods|**Para 1.25**|**Appointed and selected by existing**|
|including details of any||**Trustees**|
|constitutional provisions e.g.|||
|election to post or name of|||
|anyperson or body entitled|||
|to appoint one or more|||
|trustees|||
|**Additional information (optional)**|||
|Youmay choose to includefurt|herstatements|where relevant about:|
|Policiesand procedures|||
|adopted for the induction|**Para 1.51**||
|and training of trustees|||
|Thecharity's organisational|||
|structure and any wider|**Para 1.51**||
|networkwithwhich the|||
|charity works|||
|Relationshipwithany related|**Para 1.51**||
|parties|||
|Other|||



## 

|Charityname|Almondbury Almshouses Charity|
|---|---|
|Other name the charityuses|n/a|
|Registeredcharity number|223363|
|Charity'sprincipal address|_do_51PenistoneRoad,Jumble Wood,FenayBridge,|
||Huddersfield HD8 DAW|





## 

||**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (if any)**|
|---|---|---|---|---|
|1|Mrs H Pollard|Chairman|||
|2|Mr R Nichols||||
|3|Mr G J Edwards||||
|4|Mrs L Smith||||
|5|Mrs J Hull||||
|6|||||
|7|||||
|8|||||
|9|||||
|10|||||
|11|||||
|12|||||
|13|||||
|14|||||
|15|||||
|16|||||
|17|||||
|18|||||
|19|||||
|20|||||



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## 




|**Funds held as custodian trustees on behalf of others**|**Funds held as custodian trustees on behalf of others**|
|---|---|
|Description of theassets|none|
|held in this capacity||
|Name and objects of the|n/a|
|charity on whose behalf the||
|assetsare held and how this||
|fallswithinthe custodian||
|charity'sobjects||
|Detailsof arrangements for|n/a|
|safecustody and||
|segregation of suchassets||
|fromthe charity's own||
|assets||



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## 

|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||



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## 



|**CHARITY**|**COMMISSION**|**COMMISSION**|**COMMISSION**|**COMMISSION**|**COMMISSION**||||||
|---|---|---|---|---|---|---|---|---|---|---|
|**FOR ENGLAND AND WALES**||||||**Almondbury **|**Almshouses Charity**||||
|||||||**Receipts and payments accounts**|||||
|||||||**For the period**<br>**from**<br>**01/01/2020**||**To**|**31/12/2020**||
|**Section A Receipts and payments**|||||||||||
|||||||**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**||**Endowment**<br>**funds**|**Total funds**|**Last year**|
|||||||**to the nearest**<br>**to the nearest £**||**to the nearest £**|**to the nearest £**|**to the nearest £**|
|||||||**c**|||||
|**A1 Receipts**|||||||||||
|Maintenancepayments|fromAlmshouses|||||**67,060**|||**_67,060_**||
||||||||-||||
|Dividends&Interest||||||**3,770**|||**_3,770_**||
|CommunalTV|||||||**45**||**_45_**||
|Refunds|||||||**106**||**_106_**||
|InsuranceClaim|||||||**975**||**_975_**||
||||||||-||||
|Saleofaccumulationfund||shares|||||**-**||||
|**_Sub total_**_(Gross_|_income_|||_forAR)_||<br>**71,956**|||**_71,956_**||
|**A2 Asset and Investment sales,**|||||||||||
|**(see table).**|||||||||||
||||||||**-**||||
||||||||-||||
||||**_Sub_**||**_total_**||-||||
|||**_Total_**|**_receipts]_**|||**71,9561**|||**71,956 I I**|117,199]|
|**A3 Payments**|||||||||||
|Grants/subscriptions/property|||||||||||
|maintenance/propertymanagement/water|||||||||||
|rates/insurance/counciltax||||||**28,301**|||**_28,301_**||
||||||||-||||
|Propertyimprovements||||||**6,908**|||**_6,908_**||
|CommunalTV|||||||**45**||**_45_**||
|Administration/managementexpenses/data|||||||||||
|protection/accountancy||||||**9,963**|||**_9,963_**||
|Maintenancepayment refunds|||||||**40**||**_40_**||
||||||||-||||
||||||||**-**||||
||||||||-||||
||||**_Sub_**||**_total_**|<br>**45,257**|||**_45,257_**||
|**A4 Asset and Investment**|||||||||||
|**purchases, (see table)**|||||||||||
||||||||**-**||||
||||||||**-**||||
||||**_Sub_**||**_total_**||-||||
||**_Total payments_**|||||**_\^ ^_**|||**_45,257_][**||
|**_Net of_**<br>**_receipts/(payments)_**||||||<br>**_26,699_**|||**26,699**||
|**AS Transfers between funds**|||||||||||
|**A6 Cash funds last year end**||||||**_60,352_**|||**60,352**||
|**_Cash_**<br>**_funds_**||**_this_**|**_year_**||**_end_**|<br>**_87,051_**|||**87,051**||





## 

||||**Unrestricted**|**Restricted**|**Endowment**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**|**funds**|**funds**|
||||**to nearest £**|**to nearest £**|**to nearest £**|
|**B1 C a s h funds**|Bal@HSBC||**10,710**|||
||Bal@COIFdeposit a/c||**76,341**|||
||**_Total cash_**|**_funds_**|**87,051**|||
||(agree balanceswittireceipts and payments|||||
|||account(s))||||
||||**Unrestricted**|**Restricted**|**Endowment**|
||||**funds**|**funds**|**funds**|
||**Details**||**to nearest £**|**to nearest £**|**to nearest £**|
|**B2 other monetary a s s e t s**||||||
||**Details**||**Fund to which**<br>**asset belongs**|**Cost (optional)**|**Current value**<br>**(optional)**|
|**B3 Investment a s s e t s**|N.A.A.C.I.F.(Accumulation fund)||**Unrestricted**|||
||ditto||ditto|||
||N.A.A.C.I.F(Income fund)||ditto|||
||ditto||ditto|||
||**Details**||**Fund to which**<br>**asset belongs**|**Cost (optional)**|**Current value**<br>**(optional)**|
|**B4 A s s e t s retained for the**||||||
|**charity's own use**||||||
||||**Fund to which**|**Amount due**|**When due**|
||**Details**||**liability relates**|**(optional)**|**(optional)**|
|**B5 Liabilities**||||||
|**Signed by one or two trustees on behalf**<br>**of all the trustees**|**Signature**||**Print  **|**Name**|**Date of**<br>**approval**|





##