|||**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**<br>**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<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**<br>**Name of person (or body) entitled to**<br>**appoint trustee (if any)**|
|---|---|---|---|
||Susanne Barnes|Chair||
||JeffreyBurrow|||
||Roger Knowles|||
||Joseph Parkins|||
||Richard Eastwood|||
||Rev Michelle<br>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)n￿all￿
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

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ALI*KE SHEET AT 31 DECEMBER 2024
3t.12.24
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