2023-12-31-accounts

Charity Number: 224952

ALMSHOUSE CHARITY OF ANNE HITCH ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023

BFE Brays Chartered Accountants Building Society Chambers Wesley Street OTLEY LS21 1AZ

ALMSHOUSE CHARITY OF ANNE HITCH

Charity Number: 224952

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FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2023

CONTENTS:	Page
Trustees’ Report	1
Independent Examiner’s Report	3
Receipts and Payments Accounts	4
Statements of Assets and Liabilities	5

ALMSHOUSE CHARITY OF ANNE HITCH

Charity Number: 224952

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TRUSTEES’ REPORT FOR THE YEAR ENDED 31 DECEMBER 2023

Charity’s address: 2 St Richards Road OTLEY LS21 2AL Trustees: Sue Waddington Richard Houldsworth David Phillip Angela Mason Guy Fawkes Clerk to the Trustees: Nicola Butterworth Governing Document: Constituted as an unincorporated charity under Schemes of 21 December 1960 and 13 August 1973 Trustee Selection Method: Trustees are selected from long standing residents of Leathley village or the immediate area, for their local knowledge and interest. Of particular value are people with knowledge of lettings and housing issues, as are those with useful contacts with local trades who offer work of a good standard at reasonable charges. Relationship with Connected Parties: Richard Houldsworth is connected with a building company which is used for small jobs from time to time when the tenants advise of an issue. Repairs are completed quickly and the invoices received for this work are sympathetic to us as we are a charity. Objectives: The charity exists to provide four almshouses for poor persons of good character resident in the Parish of Leathley. One almshouse is occupied at a full rent as an endowment towards the expenses of the charity. The houses provided are comfortable dwellings maintained to a good standard. The trustees aim to be easily contactable if problems arise and deal with issues promptly. They maintain regular contact with residents for their well being, without intrusion. Public Benefit Statement: In exercising their powers, the Trustees have had regard to the guidance on public benefit issued by the Charity Commission. During the year, the charity has met the public benefit requirements by providing the four almshouses and maintaining them in a good state of repair.

Review of the Year: The state of affairs of the Charity is considered to be satisfactory. During the year tall trees adjacent to the properties have been

reduced in height and large over hanging branches have been removed for safety. A barrier has been installed to the rear/side of the properties to prevent unwanted vehicle intrusion and promote safety of the residents in the communal garden area.

Reserve Policy: The Trustees aim to keep adequate reserves to maintain the properties in a good state of repair.

Signed : N Butterworth Date : 22 May 2024

Clerk to the Trustees

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ALMSHOUSE CHARITY OF ANNE HITCH

Charity Number: 224952

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INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE ALMSHOUSE CHARITY OF ANNE HITCH

I report to the trustees on my examination of the accounts of The Almshouse Charity of Anne Hitch for the year ended 31 December 2023 which are set out on pages 4 to 5.

Responsibilities and basis of report

As the charity’s Trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

2. the accounts do not accord with those records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: L P NELSON

Name: LINDA P NELSON FCCA

BFE Brays Chartered Accountants Building Society Chambers Wesley Street Otley LS21 1AZ

Date: 17 June 2024

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ALMSHOUSE CHARITY OF ANNE HITCH Charity Number: 224952

RECEIPTS AND PAYMENTS ACCOUNTS FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023

Receipts Water Credit from Leathley Parish Room Maintenance Contributions including water Middle House rent Middle House water contribution Middle House heating contribution Grass cutting Bank interest received Distributions from National Association of Almshouses Common Investment Fund:- Income Shares Accumulation Shares Total Receipts Payments Heating and Lighting Water charges Repairs and renewals Insurance Clerical assistance and subscriptions Accountancy Council Tax Asset and Investment Purchases National Association of Almshouses Common Investment Fund Accumulation dividend Total Payments Net Receipts/(Payments) Cash Funds last year Cash Funds this year end	Unrestricted 2023 146 15692 7920 144 480 720 450 254 653 £ 26459 4786 481 10874 992 422 606 - 18161 653 £ 18814 7645 41538 £ 49183	Restricted 2023 - - - - - - - - - £- - - - - - - - - - £- - 38 £ 38	Total 2023 146 15692 7920 144 480 720 450 254 653 26459 4786 481 10874 992 422 606 - 18161 653 £ 18814 7645 41576 £ 49221	Total 2022 244 14444 7728 144 480 787 99 234 594
				£ 24754
				4730 732 3763 1012 493 558 184
				11472
				594
				£ 12066
				12688 28888
				£ 41576

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ALMSHOUSE CHARITY OF ANNE HITCH

Charity Number: 224952

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STATEMENT OF ASSETS AND LIABILITIES AT 31 DECEMBER 2023

Cash Funds HSBC COIF Total Cash Funds Investments Assets M&G: Charity Multi Asset 152.704 Group 1 Accumulation Shares M&G: Charity Multi Asset 6678.43 Group 1 Income Shares Assets retained for the Charity’s own use 4 Almshouses Middle House Liabilities Sundry Creditors	Unrestricted Restricted 38455 38 10728 - £ 49183 £ 38 Unrestricted Fund Unrestricted Fund Unrestricted Fund Endowment Fund Unrestricted Fund	Total Funds 38493 10728
		£49221
		Current Value £ 17115 £ 5998 £ 730

We approve these accounts and confirm all relevant records have been made available for their preparation.

R Houldsworth

G Fawkes

D Phillip

S Waddington

A Mason

22 May 2024

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