| Objectives and activitie | s | |||
|---|---|---|---|---|
| SOAP rafaronaa | ||||
| Summary ofthe purposes of | Para 1.17 | oprovide housing | accommodation | for |
| e charity as set out in its | persons over age of55In the Parish | of | ||
| governing document |
Grayrlgg | |||
| Summary ofthe main activities in relation tothose purposes |
Para 1.1rariit 1.19 |
Provision oflocal housing | ||
| rthe public benefit, in | ||||
| parbcular, the activities, |
||||
| projects or services identNed | ||||
| in the accounts. | ||||
| Statement confirming whether |
Para 1.18 | es | ||
| he trustees have hsd regard | ||||
| othe guidance issued by the |
||||
| Charity Commission on public |
||||
| benefit |
| Policy on | grant making | grant making | Para 1.38 |
|---|---|---|---|
| Policy on | social investment | Para 1.38 | |
| including | program | related | |
| investment | |||
| Conbibution made |
by | Para 1.38 | |
| volunteers |
| eproperties were occupied for most of | ||
|---|---|---|
| eyear, One house was vacant while | ||
| Summary ofthe main | Para 1.20 | being refurbished but is now occupied, |
| achievements ofthe charity, |
Ongoing maintenance wae carried out to |
|
| identifying the difference the charity's work has made to the |
keep ail ofthe properties in good structural condition. |
|
| circumstances ofits |
||
| beneficiaries and any wider |
||
| benefits to society as a whole. |
| Additional information |
(optional) | (optional) | ||
|---|---|---|---|---|
| You ma choose to indude |
further statements | where relevant | about: | |
| chievements against |
Para 1.41 | |||
| objectives set | ||||
| Performance offundraising |
Para 1.41 | |||
| acfivities against objecbves | set | |||
| investment performance |
Para 1.41 | |||
| against objectives | ||||
| Other |
| Review ofthe charity's | Para 1.21 | 7,100 | ||
|---|---|---|---|---|
| nandal position at the end of |
||||
| epenod | ||||
| Statement explaining the |
Para 1.22 | eaim ofthe Trustees Isto Increase the | ||
| policy for holding reserves |
reserves | from accumulated income, while |
||
| stating why they are held | spending | what is necessary to maintain | ||
| eproperties. | ||||
| Amount ofreserves held | Para 1.22 | 142.042 | ||
| Reasons for holding zero | Para 1.22 | |||
| resolves | ||||
| Details offund materially | in | Para 1.24 | kone | |
| de%cit | ||||
| Explanation ofany |
||||
| uncertainties about the charity |
||||
| ntinuing as a going concern |
| Addigonal | Information (optional) |
Information (optional) |
|
|---|---|---|---|
| You ma choose to indude further statements |
where relevant about'. | ||
| he charity's principal sources |
Para 1.47 | ||
| ffunds (induding any |
|||
| ndraising) | |||
| Investment | policy and | Para 1AS | |
| objectives | induding any social |
||
| investment | pohcy adopted | ||
| description ofthe principal | |||
| risks facing | lhe charity | ||
| Other |
| Description ofcharity's trusts: |
Description ofcharity's trusts: |
|||
|---|---|---|---|---|
| ype of governing | document: | Pare 1.25 | Charity Commission | Scheme dated 26th |
| rexample, trust |
deed, | anuary 2001. | ||
| memorandum and |
articles of | |||
| association etc | ||||
| liow isthe charity | constituted? | Para 1.25 | fust | |
| or example limited |
company, | |||
| iinini nrpnrntari assni aatinn |
||||
| CIO | ||||
| Trustee selection methods | Para 1,25 | pointed by Trustees |
| Additional information |
Additional information |
(optional) | (optional) | (optional) | |
|---|---|---|---|---|---|
| You ma | choose to indude | further statements | where relevant about | ||
| Policies | and procedures | ||||
| adopted | for the induction | and | |||
| raining | oftrustees | ||||
| echarity's organisa5onal |
Para 1.51 | ||||
| structure | and any wider | ||||
| network | with which the charity | ||||
| works | |||||
| Relationship with any related |
Para 1.51 | ||||
| parties | |||||
| Other |
| Refe | rence and admini | strativ | e details |
|||
|---|---|---|---|---|---|---|
| Cha | name | Ma | Rowlandson's | Almshouse | Charity | |
| Other | name the charity uses | |||||
| Registered charity number |
223522 | |||||
| Charity's principal address |
(ffts | Rtarwts) South | View, Grayrtgg, | Kendal, Cumbtta, | ||
| Ut(t | aeu | |||||
| Names ofthe char)ty | trustees | who manage | the charity |
| Dates anted Ifnot for | Name ofperson (orbody) ennead to appoint | Name ofperson (orbody) ennead to appoint | trnetee (If | ||
|---|---|---|---|---|---|
| any) | ole year | any) | |||
| Chair | Mrs Suzanne Bames | ||||
| Mr Clifford Kendal | |||||
| Mr Roger Know)es | |||||
| Mr Joseph Parkins | |||||
| Mr Jeffrey Burrow | |||||
| Mr Stephen Batsman | |||||
| Mr Richard Eastman | |||||
| From 23.3.21 | Rev Patricia Rogers | ||||
| 10 | |||||
| 11 | |||||
| 12 | |||||
| 13 | |||||
| 14 | |||||
| 15 | |||||
| 16 | |||||
| 17 | |||||
| 18 | |||||
| 19 | |||||
| 20 | |||||
| rate trustees —names ofthe | directors at the date the | rt was a | roved |
| RECEIPTS AN | D | PAYMENTS IN THE YEAR |
ENDED 31 DECEM | BER 2020 |
|---|---|---|---|---|
| 2020 | 2019 | |||
| E | E | |||
| RECEIPTS | ||||
| Maintenance | fees | 28,980 | 26,610 | |
| Bank interest | 11 | 3 | ||
| Wayleave | ||||
| 28 994 | 26 616 | |||
| PAYMENTS | ||||
| Refurbishment | of No. 3 (2019 - No. 2) | 1,975 | 3,012 | |
| Repairs and maintenance | 2,195 | 1,498 | ||
| Insurance | 1,085 | 1,049 | ||
| Water | 860 | 899 | ||
| Advertising | 117 | 40 | ||
| Subscriptions | 361 | 170 | ||
| Honoraria | 500 | 530 | ||
| Room hire | 7 | |||
| Bank charges | 16 | |||
| 7 109 | 7 205 | |||
| NET PROPERTY | RECEIPTS | 21,885 | 19,411 | |
| NET PURCHASE | ||||
| OF INVESTMENTS | 20 000 | 17000 | ||
| NET RECEIPTS | 1,885 | 2,411 | ||
| CASH AT BANK | LAST YEAR | 106 3 | 8 282 | |
| CASH AT BANK AT YEAR END | 't2,578 | 10,693 |
| 31.12.20 f |
31.12.19 | ||||
|---|---|---|---|---|---|
| ASSETS | |||||
| CASH AT BANK | |||||
| The Cumberland | account | ~1578 | 10693 | ||
| INVESTMENT | |||||
| The CBFChurch | of England | Investment | Fund | ||
| At the beginning | ofthe year | 131,349 | 92,524 | ||
| Dividends reinvested |
4,205 | 3,407 | |||
| Purchases | 20000 | 17000 | |||
| 155,554 | 112,931 | ||||
| Increase in market value |
~1364 | 18418 | |||
| At the end ofthe | year | 166916 | 131349 | ||
| TOTAL ASSETS | 178,496 | 142,042 | |||
| ACCUMULATED | FUNDS | ||||
| At the beginning | ofthe year | 142,042 | 100,806 | ||
| Net receipts | 1,885 | 2,411 | |||
| Net increase in value of investments, |
ZL825 | ||||
| At the end ofthe | year | 178,496 | 142,042 |
| RECEIPTS AN | D | PAYMENTS IN THE YEAR |
ENDED 31 DECEM | BER 2020 |
|---|---|---|---|---|
| 2020 | 2019 | |||
| E | E | |||
| RECEIPTS | ||||
| Maintenance | fees | 28,980 | 26,610 | |
| Bank interest | 11 | 3 | ||
| Wayleave | ||||
| 28 994 | 26 616 | |||
| PAYMENTS | ||||
| Refurbishment | of No. 3 (2019 - No. 2) | 1,975 | 3,012 | |
| Repairs and maintenance | 2,195 | 1,498 | ||
| Insurance | 1,085 | 1,049 | ||
| Water | 860 | 899 | ||
| Advertising | 117 | 40 | ||
| Subscriptions | 361 | 170 | ||
| Honoraria | 500 | 530 | ||
| Room hire | 7 | |||
| Bank charges | 16 | |||
| 7 109 | 7 205 | |||
| NET PROPERTY | RECEIPTS | 21,885 | 19,411 | |
| NET PURCHASE | ||||
| OF INVESTMENTS | 20 000 | 17000 | ||
| NET RECEIPTS | 1,885 | 2,411 | ||
| CASH AT BANK | LAST YEAR | 106 3 | 8 282 | |
| CASH AT BANK AT YEAR END | 't2,578 | 10,693 |
| 31.12.20 f |
31.12.19 | ||||
|---|---|---|---|---|---|
| ASSETS | |||||
| CASH AT BANK | |||||
| The Cumberland | account | ~1578 | 10693 | ||
| INVESTMENT | |||||
| The CBFChurch | of England | Investment | Fund | ||
| At the beginning | ofthe year | 131,349 | 92,524 | ||
| Dividends reinvested |
4,205 | 3,407 | |||
| Purchases | 20000 | 17000 | |||
| 155,554 | 112,931 | ||||
| Increase in market value |
~1364 | 18418 | |||
| At the end ofthe | year | 166916 | 131349 | ||
| TOTAL ASSETS | 178,496 | 142,042 | |||
| ACCUMULATED | FUNDS | ||||
| At the beginning | ofthe year | 142,042 | 100,806 | ||
| Net receipts | 1,885 | 2,411 | |||
| Net increase in value of investments, |
ZL825 | ||||
| At the end ofthe | year | 178,496 | 142,042 |