2020-12-31-accounts - Ackworth Almshouse And Relief In Need Charities

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The Annual Report of Ackworth United Charities (“AUC”) for the year ended 31 December 2020

– Charity Details including Structure, Governance and Management

Ackworth United Charities is the working name for a group of 14 charities. The lead charity is shown as Ackworth Almshouse and Relief in Need Charities under the Charity Registration Number (“CRN”) of 225576. The actual charities have CRNs of the same 225576 but with suffixes of 1 to 14 – from 225576-1 to 225576-14. These charities’ activities are governed by two scheme documents dated 4 February 1969 – one covering 4 charities and headed “Mary Lowther’s Hospital and others” and the other covering 10 charities and headed “United Charities and others”.

AUC’s address is The Meeting Room, 92 Pontefract Road, Ackworth, Pontefract WF7 7ED. The body of trustees comprise the following:

The Rector of St Cuthbert with All Saints, Ackworth (ex-officio)

The Headmaster of Ackworth School (ex-officio)

4 Nominative Trustees – appointed by the Parish Council of Ackworth

9 Co-optative Trustees – appointed for a period of 5 years by resolution of the body of trustees

Details of the current trustees can be found on the website of the Charity Commission. The Chairman is Andrea Rockett, the Vice-Chairman is Angela Brown and the Treasurer is John Rowley.

– Purposes of Charity including Achievements and Performance

The main activity of the first group, of 4 charities, is the provision of almshouse accommodation – in the form of the Mary Lowther Almshouses. The latter group has the same activity as regards the first 7 charities (the Almshouse Branch) – in the form of the Bradley Almshouses; the final 3 of the charities constitute the Relief in Need Branch. Its objective is to relieve residents of Ackworth “who are in conditions of need, hardship or distress.”

AUC has provided good quality housing, through its 7 units, throughout 2020. All but one of these have been fully occupied throughout this period; apart from the bedsit which became vacant on 30 September. Use was made of the period of vacancy to refurbish this property.

A small amount of relief in need income was used to provide Christmas gifts and a TV licence for our residents.

Financial Review

The financial position of AUC can be seen from the attached accounts, which were signed off on 28 October 2021, for the year ended 31 December 2020. These were the subject of an independent review – see the attached Independent Examiner’s Report.

Our accounts are prepared on a cash basis. Thus, there are no named reserves in relation to our property assets. However, in setting our annual budget – which determines the level of Weekly Maintenance Contributions payable by our residents – regard is had to the following:

Extraordinary Repair Fund (“ERF”),

Cyclical Maintenance Fund (“CMF”),

Routine Maintenance Provision(“RMP”);

at the levels recommended by the National Almshouse Association.

These sums, which are more consistent (whilst rising in accordance with any increases in building etc costs), obviously differ from the variable sums expended on Repairs etc shown in our accounts.

The 2020 accounts show a surplus of over £17K – some £14k more than in the previous year. This is explained by the approximately £4k reduction in Repairs etc plus the receipt of a £10k COVID Business Grant.

AUC’s nominal reserves, at 31 December 2020, were some £167k. However, this is based on our investments at cost. Using their market values increases this sum to approximately £283k.

J P Rowley

Treasurer

29 October 2021

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