## **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** **________________________________________________________________________** ## **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** **________________________________________________________________________** ## **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 - 2 - **ALMSHOUSE CHARITY OF ANNE HITCH** **Charity Number: 224952** ## **________________________________________________________________________** ## **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 - 3 - **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| - 4 - **ALMSHOUSE CHARITY OF ANNE HITCH** **Charity Number: 224952** **________________________________________________________________________** ## **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** - 5 -