| Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| From | Period start date | T o |
Period end date | |||||||||||||
| 01 | 01 | 2024 | 31 | 12 | 2024 | |||||||||||
| Section A | Reference and administration details | |||||||||||||||
| Charity name | MARY ROWLANDSON'S ALMSHOUSES TRUST | |||||||||||||||
| Other names charity is known by | ||||||||||||||||
| **Registered charity number(if any) ** | 223522 | |||||||||||||||
| Charity's principal address | 1 Joiners Cottage | |||||||||||||||
| Tebay | ||||||||||||||||
| Penrith, Cumbria | ||||||||||||||||
| Postcode | CA10 3XG | |||||||||||||||
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| Susanne Barnes | Chair | ||
| JeffreyBurrow | |||
| Roger Knowles | |||
| Joseph Parkins | |||
| Richard Eastwood | |||
| Rev Michelle Woodcock |
|||
| Stephen Bateman | |||
| Clifford Kendal | |||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | |||
| Name | Dates acted if not for whole year | ||
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Charity Commissioner's Scheme 26/1/2001 Type of governing document
- (eg. trust deed, constitution)
How the charity is constituted
Trust
- (eg. trust, association, company)
Appointed by Trustees Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
To provide housing accommodation for persons over the age of 55 resident in the parish of Grayrigg.
Summary of the objects of the charity set out in its governing document
Provision of local housing
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
Section D Achievements and performance
Summary of the main achievements of the charity during the year
The properties have been occupied for the year.
Ongoing maintenance was carried out to keep all of the properties in good structural condition, regular grass cutting took place to keep the outside of the properties neat and tidy.
Section E Financial review
The aim of the Trustees is to increase the reserves from accumulated Brief statement of the income while spending what is necessary on maintaining the properties. charity’s policy on reserves
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) S.Barnes Full name(s) Susanne Barnes Position (eg Secretary, Chair, Chair etc) Date 30/10/25
4RY ROWLANDSON ALMSHOUSES TRUST RECEIPTS AND PAYMENTS IN ThE YEAR ENDEO 310ECEM8ER 2024 2024 2023 RECEIPTS 23.490 5.8?7 28.475 5,738 LBF IfNeslmenl f.und - dpiidcThds recefytd Waybav• PAYUENTS R*paiis ar¥J mairrtgnanc• InsLiran¢e 9,318 1,214 1,055 343 2,812 1.171 9S2 Sub3(mplloM 41)nall Bank chJiges Donations sundry tsyinsos 37 100 12 810 NET RECEIPTSIIPAYMENTS} 16.507 28,447 CASH AT &4NK LASI YEAR 100 CASH AT BANK AT YEAR END $2.807 36.10(1
ARY F¢DVILANDSQII ALIAStrVJSES YPUST ALIKE SHEET AT 31 DECEMBER 2024 3t.12.24 31.1123 ASSET 45H Al. klAMK Tn9 Cund)¢Jiland a(tCtrurit 2,60 INbESTMENT Tale CBf Churth FnolgFKI IM.t Fur¥1 At Ihg I11rlI7 OF11 war Inci&LISe rn maikÈl value in year Ai tP>B ond of1hB y83r 20.1 191.851 2147Q5 2&9 go1 TOTALASSErs 267.312 246.001 ACCUIAULATED FLINDS At LNyginnirng Of Ihg y4Jai .¢ rev.ipi$ N&1 increase in vaJu8 01 IrN¥51MEl5 199.SD4 28,447 Ai trbB Ed of 67.312 46,1 P&*3
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