Chaiity numb8r. 224417
THE eLLEN AND WILSON DOROTHY ALIISHOUSE CHAlltrY
ANNUAL REPOFrr AND ACCOUNTS
For th• ywr
30 JUNE 1024
HPH, Ch8rter&J kel￿n￿nIS
54 Bootham
YORK
Y030 TXZ

THE ELLEN AND WLSON DOROTHY ALPASHOUSE CHARtrf
CONTEp¥rs
PAGE
Truslo•¥ Report
Ito4
Ind8perKlenl Examinefs Re
St•l￿ent of FlnarKial A£tiW•s
B•knca Sh••t
Note*tt> th8 Flnanc*l
8tr)16

THE ELLEN AND WILSON DOROTHY ALMSHOUSE CHARrrY
TRUSTEES, REPORT
FOR THE YEAR ENDED 30 JUNE 2024
The Trustees r*esent their repDrt w£ounts for the year ended 30 June 2024.
LEGAL AND ADhllNISTRATIVE INFORMATION
TRUSTEES.
MrKAtionson
Mr N R Beilby
Ms G Holmes
Rev'd A J A Romanis Ireslgned 28.11.24)
Mr M W Sturge (resign&J 31.12.23)
CHARITY REGISTRATION NUM8ER'.
224417
ADDRESS OF PRINCIPAL OFHCE..
Mulberry PM Ltd
1 I Walrngbts
YORK
Y019TX
TELEPHONE NUMBER..
01904 855200
AcCOu￿ANTs..
HPH, Chartered Arp>)untant8
YORK
Y030 7XZ
INDEPENDENT EXAMINER:
Sarah Wearing, FCA DChA
HPH, ChBrtered Accountants
54 8ooth¥m
YORK
Y030 7XZ
GOVERNING DOCUMEKr
The charity is constituted a8 a Trust undw a govwnlng document tho Charity Cornmission
dated 12th Juty 2011 lameThYed 1￿ February 20211. whsch amalgamated Oxisting tharftFe9,
the Dorothy Imlson Ch8nty and the Ellen Wilson Hospital.
APPOINTMENT OF TRUSTEES
TnJstee¥ we appointed by the Parochial Church Counc41 of St Lawrence's Church. York. Thpre
are to be a M￿rnl￿ of TnJstee8. eath ap￿inted for a peri¢yJ offow years. A Instee must
bo 4 person wdlng or Corrylng on buslness in or rwr thg m of ber￿fft.

THE ELLEN AND MLSON DOROTHY ALhlSHOUSE CHARrr
TRUSTEES. REPORT- COMYINUED
FOR THE YEAR ENDED 30 JUNE 2024
ORGANISATIONAL STRUCTURE
The Tnjstees aim to Ir￿t quwterly. or more freyuently shouKI the need *ig8. Day to day
operational matters are deam with by the Clerk advised by indNidual trustees.
OWECTIVES
The Charfty$ objectives
The provi9ion ot almshouse acJxmmc#Yal*Jn ts p8rson8 wh) are in c￿nditIonS of ne8d.
hardshlp or distress, ar¥1 who are disabled or aged 65 or over, and who have ￿nDe¢b"on$
with tho Cty ol York and its surroundlng *rna.
Such other charitable puooses foythe benofil ofr•$id•nts as theTrusteeg dwd8.
The land identified in part 1 ofthe Schedule Iknown gs Th9 Ellen Wlgon Cott￿eS & Ground¥l
musl be retalned by th• Tru8ta88 for use forth& o*'e¢ts ofthe almBhouse charlty.
ACTIVITIES
Tha Gh•lty currontly provlde8 and m4lntaknB 8 almthou&e8 8Lthable tr 8ln¥• pernonj In
LawrerKe Stre81, York. are known as the Elgn Wl8on cottays.
The Trust￿ ¢onsider tho1 they have complied vthth Ihelr duty under Sectk)n 17(5) ol t￿
CharlUe$ Act 2011 to have reg¥d for the put41c tsnafit ¥d￿co 1ssu8d by tho Chartdes
Commi8shJn.
RISK POLICY
ThaTruslee¥ fomialty r•vSow each yeartlw potw1￿31 rlsks Iphy61cA. financial or*J reputatk¥naf)
f8cing the charty, and the aL*lons n8c•sary to minimiz• or mrtigate them.
ACHIEVEMENTS AND PERFORMANCE
Thexcommc*Jation has been Occu￿.8￿. Rewdents are regul*ly consultwl by represenialNes
ofuulbery pw. ourclerk, who have deaf(effecdvdy whh mgtters r81yed. TnJ3tees haveal80￿$llQd
residents kn order to koep in touch.
Substanllal wcrtk has been carried out In investig*"ng Fossibilities wth r&8Fttt to the develoFffjent
olthe alloimenl l¥nd. pl￿nIng pennlssh)n and listed builolng consent has been granteij to c¢)nslru
a secure boundary tefvmen the almshouses and the allotmerrt land utilizing some r&Jundant railings
aknng the eaBlern b)uThJary ofthè gardens.
During the c(xJrse of the yearthe 8lmshouses have received reguLgr maintenance tv￿ lapJe lime
trees al the ￿rence Street boundary have been feued.
We were sory to leam of the de8lh of Mr Martin Marsh. forn*r chair of trustees. and shcity beftye
his death he donated a finè oak bench. which is sittJ8ted in the almshouse gardans.

THE ELLEN AND WILSON DOROTHY ALMSHOUSE CHARrrY
TRUSTEES. REPORT- CONTINUED
FOR THE YEAR ENDED 30 JUNE 20
PLANS FOR THE FUTURE
Tha Trusl88s will continue to maintain and improve the C￿￿t alm5￿useS and assist Ihg
bBnefiryarres lo I￿e ￿ indepeTrgence and dignty.
Followng the rrfative regp)nses from thè Clty Planning Deportment wtth respeol to GonslnLling
addttional alm6houses on the allotment Land together with a lack of substantial funding to do so the
tru51ees are looking toward5 improvlng the alk)tmant land by landscaping it and securiny Ihe
boundary betsy￿n the alrnshouses and the land and theentranceway intothe land from the adIa￿nI
chufGhyard. The lantJs¢aping will not njle out frjlure con8tructton should become a possibilty.
FINANCIAL REVIEW
Th8finandal statements hav¥ prepar8d in accordancewlh the 8eeountiThJ policies set out
in note 1 to the financtal ststements and comply vlth the charty's governlng document dated 12
Juty 2011 lamend8d 16 February 2021). the Charttl$s Act 2011, and'Accourrting and Reports'ng
by Charitses". St*ernent of Recommended Praclice appllc8blelo chartues preparlng accounts In
a¢cDrdance wfrth the Financtal Reportsrg StsrKlaid applicabl8 In the UK and the Republlc of
Ireland IFRS 102)" {a8 amended for accounting period5 frDm 1 Jawary 2016).
Before a gain on rovalulr#J the Investment portlollo the ch8rlty Incurred a net incomg delldt of
£20,257 ¢2023.. £21,193), Ih&whok of which wa$ attributable to expenditure In of repalrs
to the cottage8 and land.
The Consequen￿ of the deficit was lo reduce the Ltrthsignated Fund. le8￿n9 8 belance al the
year-gnd of£215,39012023". £240,387). The balance on the DeBignatgd Unrestricted was
£157.10412023'. £138.4931. Together with an Unchary￿ Endowment Fund of £295.(M]O. the
total fuTrJs amourted to £667,49412023.' £673.880.)
Residents, weekly maintenance conlributions were £84 par waek payable four weeks
12024.. £841. Investment income was £2,570 (2023.. £5,486).
At ts year end the Chaty had Inve8tments valued at É157.104 (2023: £163,233). In addhion,
th8 Charty had (￿h at the bank of £10,48912023.' £16.494).
Ills the pc41cy of the Charfty that unrestricted fvndswhlch have not been destgnatad fcr a specffic
use should be maintained at a level equivalent to be￿8¥n Ihreo and Six months expenditure.
The trustees cOn￿darthat rasarves at this level will ensure that. in the event of a TAgnrfi¢anl drop
In funding, they wrll be able to continue the Ch3rlV$ eurrant activitbes while conslderation may
be given to way5 in which additional funds may be raised. This level of reserv8s ha$ been
maintalned throughout the year.

THE ELLEN AND WILSON DOROTHY ALAISHOVSE CHARrrY
TRUSTEES. REPORT- coNnNUED
FOR THE YEAR ENDED 30 JUNE 2024
STATEME1￿ OF RESPONSIBIUTIES OF THE TRUSTEES
Chanty law requires the trustees to wepare fin￿la1 statements lor eath ftnancial year whth glve
Irue fail VI￿ ofthe stste of affairs ofthe Charity as at the end of th8 finanual year and of the
surplus or defi¢it ol the Charity for th* In preparing those fmaneLal ststements the tr￿lee8
are required to..
• select suttable accounlSng polIc￿5 aTrJ then appty ¢onsisMrfy.'
rnake Nidgments and estimates that are reaBonabl8 and pnJdent'.
prepare the financlal stalernents on the g￿n9 ¢tsncem basis unless It Is Inappropmate to presume
that the C￿ty ￿11 ¢onbnue in bj81n￿8.
The InK¥tee¥ ￿ WFthS1￿e for keeplng prq)8r actsjunting re￿dS whlch (tsckJ8e vAlh reasonable
accuracy at any tNn8 ftnancial p￿tIL￿ ofthe Charity and enable them to ?n8UTe that th&finandal
statements comply with applica￿9 law. They ar8 also responsible for $af8guardiryJ th& 8&8ets of
Charity and hence for taklng rea80naLle steps for thfj pl￿entIOn deteclton of arKI other
rTeguLarib"e8.
Th• report was ap￿￿j by Ihe Tr[LIt￿$ cn 11 Jun• 2025 and slgn•d on their behalf by..
K￿D Atkinson
Trust8e

THE ELLEN AND WILSON DOROTHY ALMSHOUSE CHARrrY
IndependÈnt èxamlnefs report to tho trustees
I report to the trustees on my examination of the accounts of Tha Ellen an Wlson Dorothy Almshouse
ChaTty for the year ended 30 Jun8 2024.
This report is made solety lo the chanty's trustees, as a body. In accotdance Y￿th section 154 of tho
Charities Act 2011. My irKlependenl examinerfs work has been urK1ertaken 50 that I migm slate to the
chanty's trustees those matter51 am requiTed to state lo them in an independent examine¢s ￿port and
lor no other purpose. To the lullest extent permitted by law, I do not accept or assume responsibilty to
anyone other than charty, the charity's members as a body and the charity's trustees as a body for
my Independent èxamlnef s work, for thls repor( or for the opinions I have formed.
R•sponslbllltles and Ipa¥ls of r•port
Aslhe charity Iru5tees ofthe Trust you are responsible for the preparation olth• accounts in accordance
vAth thè requirements of the Charlb'es Ael 2011 ('the ACYI.
I report In respgct of my eXamIna￿On of the Tfusvs accoun15 cathed out under sectlon 145 of the 2011
Act and In canying out my examlnation I have folltswed all the applicable Directions giv8n by the Charty
Commisslon urhyer ￿GtIOn 14515){bl of the Act.
Indgpgndent examlner's statemont
I have completed my examination. I confimi that no material matters have ccthe to my attonllon Sn
connection wlth th• eXamIna￿On gfviro me cause lo believe that in ary materlal re¥ect'.
. accountlng records were not kept In respect of the Trust as requlred by 5gdion 130 of the A¢t; or
2. thè accounts do not accord with th059 records,. or
3. the accounts do not comply with the applicable requir0m￿ts conc•ming th8 form and cont•nt of
accounts sat out in the Charrties (Accounts and Reports) Regulations 2008 other than ony requlrement
that the accounts give a Irue and fair vievl which is not a matter congKlered as part of an independent
examlnatlon.
I have no concems and have come across no other matters In eonnactlon wlth Ihe examinstlon lo whlch
attention should be drawn in this report in Ofder to enable a proper Unde￿tandIng of the accow15 to be
reache•J.
HPH. Charter&Y Ac£ountsnts
54 Bootham
YORK
Y030 7XZ
Sarah Wearing, FCA. DCtrLA
11 June 2025

THE ELLEN AND WILSON DOROTHY ALMSHOUSE CHARirf
STATEMENT OF FINANCIAL ACTIVITIES
FOR THEYEAR ENDED 30 JUNE 2024
Unrnstrlet•d D￿[gnat*d Endowm•nt 2024
fvnds
fvnds
Fundo
Total
2023
Incom• from:
Chantabl& ¥￿￿8$
Investment income
27.453
153
500
2.417
27.953
2.570
26,580
Yotsl Incom•
27.6C6
2,917
30,523
32,046
Exp•ndltur• on..
ChJrlt&bl• •Gtlvlil••
m3hous•
27,786
22.994
50,780
53,239
Tot•1 •xp•ndltt•r•
27,786
22,994
50,780
53,239
N•t mov•m•nt In fund8 befor•
9aln¥l(108M•l on Inv•8tm•b
11801
(20,OTTI
120.25n
(21,193)
N•t o•lMlllo#u•l on
Inv••tm•nt•
13.871
13,871
3,286
N•t m4w•m•nt In fund• b•forn
tThn•f•Y•
1180)
16,2081
18.3881
I17,5￿￿
Tranikn bett¥￿n frJrd•
124,8171
24,817
N•t mov•m•nt In lunds
124.99n
18.611
16.3861
(17.9071
R•eoncllSatlon of funds:
Total fvnd8 brought forW￿d
240,387
138,493
295,000 fj73,880
891.787
Total thnds e•nl•dfonvard
215.390
167.104
295,000 667.494
673mO
Thè notes on page¥ 8 to 18 fomi partof those ?￿oUnt&

THE ELLEN AND WILSON DOROTHY ALMSHOLISE CHARITY
BALANCE SHEET
AT 30 JUNE 2024
Unrn¥trlcted 088ignated Endowm•nt
fvnd¥
funds
FuDd*
2024
2023
Total
FIx¥td Assets
Tangible assets
Inve$tmgnls
206,654
295.000
501.654
157.104
501.654
153,233
1S7.104
Tot•1 fft•d •8•et8
206.664
157,104
29S.OOD
858,768
Curr•nt u••t•
Debtors
Cash al bank and in h•nd
10
881
10.489
881
10,489
2,76B
16,494
Tutal a¥••ts
11,370
11,370
19,262
Curr•nt Ilabl1￿7
Creditors.. amounts lallinll du•
vAthln one year
2,834
1634
8,n6
736
18.993
Tot•1 •8Mts I￿* cun•nt Il•bllltl
210,39Q
157,104
19$￿00
667.4
673,880
215,390
1117.104
295.000
867,494
673.880
Fund• oflh• Ch•rtty
Unr8strrfed funds:
Designated funds
UndesvJnated funds
Endowment fund8
12
12
12
157,104
157.104
215,390
295,000
138,493
240,387
295,000
215.39)
295.000
Total funds
216.390
107,104
29S,000
a67N94
673,880
Th¢ ntst88 on pages 8 to 16 form pwt of th￿9 a¢wunts.
Appn)ved bytho Trustw on 11 jts￿ 2025 and swJn¥d on its behaw by.
Kevin Atrin80n
Trus180
Nlchol8# Bidby
Trusle&

THE ELLEN AND DOROThY WILSON ALMSHOUSE CHARiri
NOTES TO THE FINANCIAL STAT&1ENTS
FOR THE YEAR ENDED 30 JUNE 2024
1. AccouKllNG POUCIES
1.1 Logal •ntity
The Elk8n & D¢rothy Wilson ￿m9h0U9e Charty B 8 è ¢h8rity registwl V•ith the charty eommission. No.
224417.
Theeharty wa3flrst astab115hed by a ch8rftalAe tr￿std￿l on 27th hnay 1963 ￿derthe name'Dorothy
IMlson'5 Charity.
On 12th Juty 2011 a new govemiro dcyumenl was issued unthr gu*Jance fr￿￿ the charity commkssion
whKh Includgd the amalgamatton ofthe charfty named'Ellen Wl$on's Hosphal,.
The charty's new name Is 'T￿ Ellen and Dorothy Wlson Al￿￿Ou3t Charity, Ihe tsyo charftle8
are to b& admlnislered In aEcordance wth this 3(*ome as onechanty.
The Ellen & Dorothy ￿[sOn Almthou8e Charty meets the definrtion of a putAi¢ tsfj￿ entsty thder
FRS 102.
The prir¢¢lpo1 place of bu8inwdS18 clo Mulb•ry ppm,11 WalnvJat•, YorK Y019TX.
1.2 Ba•18 of pr¢pAradon
The ftnanckal statements havè b¥*n prepared In a¢cordance vAth tt)È ¢haTty's governSng thumenl. the
Cherflie8 Acl 2011 and A￿O￿nting and Reporting by Chath"•8.' Slalemenl of Recomménded Practice
applicable to charities yèparing ihelf accounts in 9ccordance with the Financial Reportiro Standard
applicable in thr4 UK and RepuL4ic Df Irdand IFRS 102){effeth'v8 1 January 20191 The Gharity is a Publ1¢
Benefft Entlty ￿ deflned ty FRS 1172.
The charty ha8 lakan advantage ofthe pr0vfiBior￿ in th8 SORPfor charitles apply4ng FRS 102 Update
BLllet in 1 notlo prep¥8 a Statemgnl of Cath Flcws.
The fin8nelal slalernents have departed from the Chariti'es {A¢counls and Reports) Rogula￿on8 2008 orly
to the extsnl required lo provlde a true and Trdir vlew. Thig departuie has involved following the Statement
of Recommended Practic8 for Gharib'es applylng FRS 1￿2 r*her than the version of tha Ststemenl of
Recomm¢nd•d Practice whKh is referred lu in the Regulat￿n• but which has sinc8 been wt￿dra•￿.
The financial stslements are prepared in sterling, which is the fvncti¢Jnal currency ofthe dwrity. MorEtary
amounts inlheBe financlal ¥latements areroLnded lo thg n8a￿st £.
The financro13tstements have been prapar8d under th& hBtorlcal cost convent1(￿, modFfiedto indude
certaln financlal Instruments alfair valu& The principd accounting policles *op*ed are sel out below.
1.3 Golng concern
At the lirne of approving the ffnanclal statements. Il* trustees h8ve a reasonable expectation that the
charity has adequate resources to continue In Operat￿81 exr5terKe for the foresee8ble fijture. Thus thè
trustoes continue to adopt the going ￿nCeM basis of accounting in p￿par￿g the finanrAal statgwnents.

THE ELLEN AND DOROTHY WILSON ALMSHOUSE CHARITY
NOTES TO THE FINANCIAL STATEMENTS- CONnNUED
FOR THE YEAR ENDED 30 JUNE 2024
1A Charlt•ble fund•
Unr8striGt8d fund5 are availab￿ for us8 at the discretion of the truslo8s in fvrtherdnce of their charitable
Obl￿tiVeS.
Funds to provide for extraordinary r8pairs and ¢y¢lical maintenanee to the ChariV8 property hove been
eEta￿1shed by annual allocab'ons frorn the Unrestricted Fund and are fully dlsclosad Sn note 12. Surplus
fund$ we investsd and reall$¢d as necèssary to Mo￿ the cost of repair works.
Reslrtcted l￿d$ are subject to Spec￿C condltlons ty donofs as to how they may tE used. The
purposes and uses of the restricted lunds ar9 sel out in the notes lo th8 ffinancial statements.
Endowment funds ore ¥ubject to SFectfic condltlons by donors thBt th8 cepltal must be maintalngj by
the ¢harJty.
1.5 In¢om•
Income is recognised when the ch8rtty is legBlly ent￿ed lo ￿ after any parforn8nc8 condillons have
bo8n met, Ihg ￿oUnts ¢*n bé measured remably, and tt IB probable that Income ￿11 be recdved.
Cash &)nalon$ gr• r¥ccgnlged on r￿elpL othor dctnabons are r•cognistrJ onco tho charity has been
nO￿￿ed of the donation, unle38 perfoTm8n¢o ¢onrllllon8 requlre deferrol of the amount. Income tax
reCoVera￿e in rdalion to donations receNed undef Gift Ald or deeds of ￿eTran1 13 reeoJnlsad at the
time olth• don8Uon.
Legaci85 aT8 recognls&d on weipl or olherwige il the charity h98 been notlfted of en impendlng
dislrlbulion, the amount 18 known. and rec8lpt16 expected. If the amount is not known, the legacy is
Ir•at8d as a conllng•nl a8881.
ContrSlyJtOons from re81dents are re￿gnISed vthon due to the tru81. Inve81rn8nl income from divkJend8 L8
rgcognls¢d when recwvable.
1.8 Expgndltur•
Exp¢ndrturo Os re¢LwJnlxd when Invoted to the trust Suppcrt costs InGlwle canlral funclions and have
been allocated to aclmty cost Categories on a basis consislenl WTth Ihg use ol resources. eg. allocating
property costs by 11oor areas. lx per captta, staff ¢osts by time spent and other costs by their usage.
1.7 T4nglblo flx•d •Mots
Tanglbla fixed assÈls arè m8asur&J 81 cost subjeci to valuallon. Dekwacn p*.
Land and building¥
50 Years slraighl line
The Tr￿ (x¥wdw the re5Klual ofth¢ tangible f￿ad ass&s to be wl to Ihe currn* vaiLE ￿ tr
The gain or loss arising on th8 disposal of an asset is dotemirnwj as the differen￿ belween the sale
proceeds and the carwwry value of the asset, and is TectrJni$ed On net incomel{expenditure) for the

THE ELLEN AND DOROThY MLSON ALAISHOUSE CHARITY
NOTES TO THE FINANCIAL STATEfdiENTS- CONTINUED
FOR THE YEAR ENDeo 30 JUNE 2024
1% Inv•stm8nts
Fix&J asset inv•stmen15 are ￿lI1311Y measured at transacth)n price excludirvJ transaction costs, and ¥e
subsequently measured al fair value at 8ach reporting dale. Chang8s in fair value aro r•cognig•d In net
Ir￿Qmell¢￿pe￿thtUre1 for the ye31. Transath'on costs are expensed a5 incurred.
1.9 Imp•lrn*nt offixed as*èts
Al each r8POrtiru end data, the u*arity revi&vs the carrying Bmounls cl its tangib￿ assets lo delemino
whether the￿ is any InditAtion that thos8 ass8ts have Suffered an Impalrment loss. If any guch iThJicalion
exSst8, the recoverable arnount of the asset is esllmated in order to determine Ihe ext8nt of the impaimenl
loss lif any).
1.10 C￿h ea•h •qulv•l•nts
Cash ar￿ cash equ1var￿1ts include cash In hond, depO￿ts alcall wrth b8nk8, othershort-term liquid
investmentswith orighal maturitw ofthree months or l•ss, and bank overdrafts. Bank overdrafts afo
shown ￿th1Th borrowlngs in ￿rrentl18b11lt1e8.
1.11 FlnanclAI In8trument¥
The charty has elected to apply thè provisions ol Se¢trm 11 '8asic Financaal In8trum•nts' and Sedon 12
'Othgr Flnanclal IrAtruments I￿88, ol FRS 102 to 811 Its flnanclal In8truments.
Financial i￿trUMentS are recognised in the charity's balanca sheot when th& charlty b•com•s party
to thè Contractual pro￿810￿$ of the InStrLKn￿t.
Flnancial as8ets and liabilities are offset, ￿th the n•tamotJn15 presented in th8 flnanclal slat¢ments. when
Ih•re is a legally enforcoable right to Set off the reeLJgnis&J amount$ and tPpre is an irtention to settle
on a net basFS or to raallse the a88el and 8etUe lh8 Ilability slmutsnBouBJy.
1.12 Currnnt a•8•ts
Bask fina￿131 ass￿$, which incjude debtors cash and bank balonceB, are rneasured at transactian
prw including transacts)n ¢05ts.
1.13 Curr•nt Ilabllttl••
Trade cred61￿8 ajp obligation¥ to pay for goods or Servi￿ that have begn Bcquirgd in the ordinary
courne Df opgthons from $uppllors. Arnounts payable are dassifRd as curr¥nt Ilabilthes rf payment
is duewTthin one year or less. If not, they are presented as norpcurrent liabilities.
2. ACCOUNnNG ESTIMATES AND JUDGEME14TS
In the application of the charity's accounting pc4ides, the trustees r8qulfed to ma(e judgements,
estimate5 and aSsUmp￿0n$ about the carryiro amourt of assets and liabilitrns that are not readily
pparenl from other sources. The e5tirnates and 8sso¢iated assump￿On$ 8re based on historical
exp8Nence and othar factor8 that arg considtr8J to be retevant. Aclual results may dlffer Irom these
aslimates.
The est1rn8tes and underlying assumptsons we reviewed on an ongoing basis. Rewsions to ac£ounkn'ng
estim*es are recognised in the per*Jd In whth the estim*e is ￿￿sed where th8 revisitsn affe* ￿lY that
period, or in the p8rioJ ofthe rewson and fvture peric¥Js whgre the revi￿0￿ affects both ¢urrenl and fijture
periods.
10

THE ELLEN AND WILSON DOROTHY ALIASHOUSE CHARI
NOTES TO THE ACCOUNTS - CONTINUED
FOR THE YEAR ENDED 30 JUNE 2024
2 Incomè- Charft•ble Actlvlti
unl￿￿Gled OeBlgn*4d Endowment
Funds
Funds
Funds
2024
2023
Re?Klents contrlbuth)n8
Othét
28.953
500
2&953
1,0110
26.580
27N53
27,963
In 2023, all income from charitable aCtIv￿*S related to unrothetsd fund¥
3 Incorn•- InvoBtm•nt Incom•
Unf•8trf¢t•d 0•8Sgn•ted Endowm•nt
Fund¥
Fund
Fund•
2024
2023
Ineomtr UK Ust•d inve8tment
153
2.417
2,570
S,48e
153
2A17
2,5TO
In 2023, £2,187 related to dg8ign8lBd fund8.
4 Exp•ndStur•- Charltsbh A¢tlvltlM l Alm•houH•l
Unrn•trtct•d D•&1gr￿•d Endowm•nt
FundB
Fund•
Fund•
2024
2023
Man9￿n0 a9￿18
Insuroncas
Property rep8irs and malnten8nr
Estate upkeep management
ReshYent8' weNare
SubscTlpt+ons
Legal and proles6bnel feqs
Accountancy
Independent •xarninat*Jn
Major repair wo￿3
5,527
1,081
9,580
7,494
5.527
1.081
9.580
4.429
1,105
8.909
2,904
so
1,307
S45
50
1.307
545
192
3,172
22.994
1,362
1,362
31,57S
27.786
94
53,239
In 2023, £31,575 related to deS￿nSted lunds.
11

THE ELLEN AND WILSON DOROTHY ALMSHOUSE CHARrr
NOTES TO THE ACCOUNTS - CONTINUED
FOR THE YEAR ENDED 30 JUNE 2024
S Tru•t
None of the trustee$ IOT any per￿8 conneet8d with th•ml rec￿¥•d any remuner8Ioft or benefits from th
chartty during tha ￿ar othér than those noted belN.
In¥utance CD¥er is tsken out by thé tru511o covèr the trustees Itom any k'abilitrths in the event of any genuino
mkstakes made during their stewardship.
8 Employ
Th8 Charity had no emplw•8 durfng tha yèar12023 nll
Th• key manowment wrsonnel of thg Charity ar8 the Trust￿. The rnmun•rnticfi reCe￿d by Ihg key
mon498m•nt pgr8onn•l was £nil12023.. £niQ.
7 R•lat•d p•rty trnnMctlon•
Th8r• wero no r&L4tad party transactions dumnq th• ￿rI2023 none).
8 T•nglbl• fl¥•d a•••t#
Land and
bulldlngl
T¢)t•l
At l Juty 2023 and 30 June 2024
N•t Book Amounts At
AI 30 Jun• 2024
501.854
501.854
£ 501,8S4
£ SOl,654
At 30 Junè 2023
£ $01,854
£ $01,654
The bulldlng8 known a8 The Effen Wilson CottBges, Lawrence Stree( York and land at Ihts same address.
W8re b8qut$l to lh• trusl on tha amawmatron of Dorothy Wilscm's Chanty and Ellen Wilson's Hospital. The
c*Jttage$ 4nd land ¢2n only be used as alrnshousèg for the ac¢grnmodation of re8ideTht8 in lurtherance of t
arty'8 obl¢cts. The building, which c(xnprises 6 oknllings, and yround8. valued by Hunters surveyors on
12th FebNary 2013 In their fvlty refurbished ¥18te at £450,000. has no historic r￿t and 1$ represented In V
balan¢e 8h8et by Ihe proporb.on of the valuation prior to the expendrture on thelr sub5wuent TefiJrt46hmèN.
It 15 the Charity's pract￿8 to maintain this a8s&t in a continual ¥tote of sound rgpair and to make
tmprovemenls thereto from lim? to tim• and accofdingty Ihe Tru$tees consKl8r that their valu? 1$ not
impaired by the Pa￿&jo of time.
12

THE ELLEN AND WILSON DOROTHY ALMSHOUSE CHARrrY
NOTES TO THE ACCOUNTS - CONnNUED
FOR THE YEAR ENDED 30 JUNE 2024
In¥gstmonts
Usted
S•curitie8
Valuatlon
At 1 Juty 2023
Athitions
Dl¥posals
RevakHOon
153,233
110,CJOOI
13,871
At 30 Jun? 2024
167,104
Hktoricul co¥t ol inveJtrn¢nts £110.14612023'. £117,834)
ImYe•lm•nt• at math•t v•lu• coMprf••',
Unrn•trlctsd D••lgnat•d Endowm•nt
Fund•
Fund?
Fund•
2024
2023
M & G Charity Mult¢488•1 Fund-
60,432 In￿me Units
M & G Chaity MuM-AMet FMd-
368.849 Ac£UmulatiC￿ Untts
COIF Charittes Inveslm8nl Fund-
221.52 Accumulathx Unts
56,286
56.288
62,842
43,741
43,741
49,127
57.077
57,077
61,284
167,104
1157.104
153,233
An Inv•$torngnts rglatg lo dgBlgn•tsd l￿d& The 368.849 M & G Accumulated Units arg held * part of tha
èxtr• ordinary rgpairfvnd.
10 D•blorn
Anaty¥k? of debtm all tslllng dug wlthin onè y•ar
Unrnstrfthd Oe¥lgn•t•d Endty*rn•nt
Fund•
Funds
Fund•
2024
2023
Trade debtoTs
Pr•pwn•nts & 8¢¢ru•d Incom•
2,130
638
881
881
881
2,7e8
In 2023, all ¢Jebtor¥ rdated b unr•stsid8d fund5.
13

THE ELLEN AND MLSOM DOROTHY ALMSHOUSE CHARITY
NOTES TO TrIE ACCOUNTS- CONTINUED
FOR THE YEAR ENDED 30 JUNE 2024
11 Creditor¥
AnaW4 of debtors f￿11￿9 due vthhin onè year
Unl￿trIct•d DMlyn•tgd Endowmofit
Funds
Fund•
2023
Trad• credstors
Accruals & d•ferrwJ Incoma
1.702
932
1,702
932
269
2.634
2.034
269
In 2023. all cr•ditors r•lthd to unrostficted fijnds.
12 Fund*
Fund• •t
1Juty
2023
In¢0
Exp•ndltur•
Trnn¥forn
Inlout
Funds •t
30 Jun•
2024
G•ln•
Unmtrlctsd fund•
240.387
27,808
127,786
124,8171
215.390
nal
Cyrlical and routlm
maiTrtenan¢? fund
Extragrdlnary rvpalr
fufid
96,438
18,Q481
90,392
40,055
2,917
122.9941
32.863
13,871
e6.712
138.493
2,917
(22,9941
24.817
13,871
157,104
Total unmtrfct•d funds 378,B80
30.5rJ
160,780}
13I71
372N94
R•strlct•d fvnds
Pennanent 8ndowrn
e Am5house Cottag￿,
Lawren￿ Street. Yo
Land, L*drenc6 Street.
York
270,000
270.000
25.0￿j
25,000
295,000
295,000
Total lund•
673,88
30.523
($0.7801
13.871
667.494
14

THE ELLEN AND WILSON DOROTHY ALMSHOUSE CHARITY
NOTES TO ThE ACCOUNTS - CONTINUED
FOR THEYEAR ENDED 30 JUNE 2024
12 Funils- cothuod
Plovious year
vna8 at
lJuty
2022
unas •t
3D Juno
2023
Incoffl•
ExpendltUf8
Transfèrs
Inlout
Gain
110￿
Unrn8trl¢t•d fiEnd8
es
245.274
29,879
121,6841
{15,2861
2,184 240,387
Cyclical and routine
Extr¥ordinary repair
87,223
64,290
11,215
4,071
98,43B
40.OSS
2,167
131.575
1,102
151,513
2,167
131,5751
15,288
1,102
138,493
Total unrestrfctsd funds 396,787
32,046
153,2391
3.2B6 378MO
R••trlct•d fund•
6 Arn6houBe Cottag88. 270.000
Land, Lawr￿Cè Stréét.
25,000
270,000
25,000
296.000
2￿.000
Tothl fund•
691.787
32,046
153,2391
3,286 673.880
P•nnan•nt •ndowm•nts
The 8 eotlagas kn¢Jwn al Thè E￿ll ￿80n Cottages Iformerty Ellen Wil¥on'¥ Hospit8118nd land adI￿nt to
the cottages obtalned by the trust on the amalgamation of Elbn Wllson's Hospital ¥w1h Ihe Irust on 12
Juty 2011. The trustees obt8lned a valu8lJon of the cottages in thelr rgfurblghad slate, on an mwket
basis, und•rtakèn by Huntsrs Sutv¢yors a8 of 12 February 2013 of £450.000. The Ignd attached to the
coltages w99 V8Iu8d by th• trusttts at £25.000. The ￿vernIng thcum•nt states the prop?rties can be
used onty as almshouses for the accommodation of widents in fyrlheranee of the choritys objects.
D•slgnat•d fund¥
The transl•rs to ￿95￿A8t8d funds ar• in xcordance with thg provisi￿$ of the govemiro dc￿Ument
wh¢ch raquims thè ehority ta m8intaln an &xtraordinary Tepair fund to be used for extraordinary repairs and
the (mpiov8rnent or Tebuilding ol the homes of the charity, •nd a %ydi¢al mAintenance fund wbieh Is to be
u$ed for ordinary repwr8 and Maintenan￿ ofthe Chttrf￿ prr¥Jerties.
The amounts transferred tr> the fttnd$ arè in aCC￿danCe whh the recommendalic￿5 of the National
Aknshouse AssrLHtr'on.
15

THE ELLEN AND WILSON DOROTHY ALMSHOUSE CHARITY
NOTES TO THE ACCOUNTS - CONTINUED
FOR THE YEAR ENDED 30 JUNE 2024
13 Not a8¥0ts by fuftd
UTrd•slgnatfjd D•slgnatod Endovffliont
Funds
Funds
Fund*
Totsl
Fund8
Curr•nt y•ar
Tan9ible Fix&J As*8
Inveslments
Cwrent Assgf8
Curr•nt LIabl￿t￿9&
206,654
295.1)00
501.854
157.104
11,370
12,634
157.104
11.370
12,6341
AI 30 June 2024
£ 215,390 £ 157.11)4
£ 295,QW £ 667,494
UThduignat•d DBBignat•d EDdowm•nt
Fund•
Fund•
Fund•
Fund•
Comp4r•llv• y••r
TBnglble Fixed Assats
Investm8nt8
Current Assots
Current Liabinligl
206,654
295,￿0
501,654
153.233
40,639
(21,6481
1S3.233
40,639
121.6461
AI 30 June 2023
£ 247.293 £ 131.587
£ 295,000 £ 673,880
16