Finap¢ial Statellltnts for the y￿r ended 31 December 2024
for
Trustee$ of St Awie's Homes

Trustees of St Anne's Homes
Indei to the FiMncA*l StatemeDts
for the year ended 31 December 2024
Pagt
Charity Particulars
Retth of the Tn]stees
Jndepelldent Examiner's Repr
Income and ExpenditI￿e A¢¢{y￿¢
Balance Sheet
Valuation of Inv&%tmellts

Trwtres of St Anne'5 Homes
Charity PartIc￿lIr5
for the year ellded 31 Dttember 2024
227146
TRUSTEES:
Sir Ian Macdonatd of Sleat
Mr R E Ik4n (Chainnan)
Mts S M Bembridge (Vi¢e ChairDWI)
Mrs J B Bayne
Mr G Sullley
Mr P Mawer
Mr D M¢Kie
CLERK TO THE TRUSTEES:
Mrs J A Wilson
ADDRESS..
165 (￿e¢ll$gat¢
BridtiDgton
East YotL8bire
Y016 7JE
REPORTfNG ACcoU￿rAN[s.
Atkinsons
Eaglehurst
12 Quay R(wd
BridliDgtOD
East y￿kshIre
Y015 2AD
National Westinillth Bank plc
2 ￿"lls Streei
Bridlington
FA%t YorkshÈre
Y015 2DB
Page I

Trn4tees of St Anne's Homes
Report octhe Trustses
for the ye*r eDded 31 December 2024
Under th¢ SchellLe lllade by the PA￿d of Charity Commissi(mers on 26 January 1960, tbe Trusteu of the Charitywere
empowered to provide Almhous￿ for persons of g(MMI Charac￿ who through agq health or other causes would
benefit from living in such a¢¢omm(xlatiOn.
Twenty Almbowes bave been erthl consisting of sixteen IMJngalows and four fiats.
Various rents are charged to the residents dry¢Dding on the accommimlation provided alld whether or not the
properties have undergone refiwbiSbm￿t
Ihring the year, the Alrnshtxtsts were fi￿]Y ¢￿￿pi￿L except during the peritrj a propetymayl* in the Pr(￿￿* Of
being refvrbithed.
The Trustees submit their Annual and the Accounts for the Itar ended 31 D￿e￿I￿r 2024.
The profit for the Irar of £37.016 has been all(Kated..
Accummulat￿l InC0￿C Account £37,016
Th¢ groulld fliw)r of 2 Sand8 Lane is used as a ¢oD]munal rLY)m for the residents.
Flat 2A is o￿lpi¢d bythe warden.
The ￿lIdings. Sho￿lL at cost ill the Balance sh￿ at £48,530 were ill5ured for a Sll￿ of ￿,000,(m￿)
The results for th¢ SEar are deemed to Et satisfact¢)ry and the financcs of the Scheme are on a si)und footing.
The Trustees bav¢ amended the CODStlluti￿ of the kheme, as wuireAI by
curreni legislation.
RESPONSIBILITIES FOR PREPARING THE FLYANCIAL STATEmETr￿S
Compally law requires the TrustX8 to prepare Act￿nts that give a true and fair view of tbe stste of affairs of the
Charity and of th¢ profit or 10&8 for its finan¢ial year. In doing so. the Tn￿1￿9 are rffjuired to.'-
- select suitable a￿￿lling polieiL8 alld applytbem coDsistezLtIy,
- make judgements alld estimates that are reasottabl¢ and prnd¢Dt' and
- prepate the Accounts rn th¢ going concern b&4is ulllt&8 it is inappriyriate to PI&WTne that the Charitywill
¢ontinue.
The Trust￿5 ar¢ responsible for Jnaititsining pr(w accounting rttords that th"sclose with reasonable aceuraey, at ally
tim¢, the financial position of the Charity and to enable them to ensure that the Accounts complywith the Charities A¢t
1993. They are also resp¢)nsibl¢ for safeguardillg the assets of the Charity aDd hence for taking r￿sonabLe steps for the
prevention and detection of fraud and other irregularities.
UNINCORPORATED c￿*R￿s
The Report of the Tn￿te¢S has F£¢n prepared in acc(thce with the regulations n￿de unts th¢ Charitie8 Act 1993.
In addition. advantage has i￿1 tskell of the Con)patLi&S A¢t 1985 {Audit Exemption) Regulations 1994 (as amended).
B Y ORDER OF BOARD
MrREDe2
Trustee
M¥s J B Bayne
Trllslee
14 May 2025
P*ge 2

Independent Exxminer's Report to tbe Trustees of
St AnDe'5 Homes
I rq>ort tr> the on ￿YeXaMination of the accoullts of Si Anlle's Homes (the Trust) for the )rarended 31 December 2024.
which are setout on pag£% 4 to 6.
Responsibilities and b￿LS ofreport
As the cl]arity tswtees of the Tr￿L aTe r¢sPO￿817)le hrtt*prw8ration of the accounts in &cord8tKe witb
the reqUire[￿ents of the Charities Act 2011 ('the Act).
I ttport in respect of myexarnijwtion ofd* TrUS￿e$ accowts C￿TI￿1 oututKkr section 145 of the 2011 Act and in Carrying out my
examination I have followed ail the applicable dir￿tiOnS given bythe Charitycorornission under wtion 145(5)(bl of the 2011
ACL
Independent £¢aminer's slalemeftt
I have co￿pICted my examinatio￿ I coth that no material matters have cotlle to myattention in cowtson with the examination
giving ￿￿e cause to believe that in anynthial rwL
l. A¢ci)untiDg records were not kept ill rtspeci of the Tn￿ as requI￿lby$￿tl0ll 130 of the ACL or
2. The a¢wullts do ￿taCCOrd with those recor(ts.
I have no concerns and haye come a¢TOSS no other in ￿rll￿tiOn with the examination to which attentton should be drdwn
in this report in order to enable a propet underthding oftlr accounts to be reachryl
Chartered Aecountamls
Eaglchurst
12 QuayRoad
Bridlington
East Yorksbire
Y015 2AD
Date:
14 May2025
Page 3

Trurtees of St A￿lle,$ Hom
Income ExpendIt￿re Accouttt for the year eDded 31 Deceuther 2024
2024
2023
Income
Hire of Guest RLX)m
Contributions from Residents
Inc4)rn¢ from Investments
Deposit Account Interest
240
82.812
3,698
300
76,860
3,647
5.089
92,9fA)
85,896
Less E4)eDses
Warden's Salary
Warden's Sulldry C(bts
Warden's Pension Costs
Water rate&lCouncil Tax
Maintenance
Insurance
Electricity
Garden Expenses
Allllual Lun¢heon
s￿reta￿s Honorarium
Treasure￿8 Honorariurn
Ac¢owitsn¢y Charge5
Telephone
Sulldries
11.806
12.423
83
129
3.971
19,212
9.130
4,524
4,725
562
3,083
692
565
120
6.832
199
2,512
13,352
8,498
3.316
8.970
2,677
546
130
2.433
55,944
37,016
66,051
19,845
Surplus for ibe year
Refjjrbighment
26,293
Allwation of Surplus/Defi¢it
Accumulated In¢ome A¢¢ount
37016
Pxge 4

Tn￿te¢S of St ADne's Home5
B*lanee Sheet #S at 31 December 2024
2024
2023
Capitsl Funds- Assets
Buildings at Cost
Bike Shed
Furnishings
lllvestments at C￿t
Chariti¢$ Offi¢ial tnv&8LTnent Fund
- IllCo￿e Shares
- AccLunulatitig Units
48,530
48,530
27.000
319
319
18.595
615
18,595
615
19.210
19.210
95,059
95,059
Ineome Funds- Assets
lttvesttnents at Cost
Charities Official Investsneni Fund
- A¢¢wnulation Units
- Incon]e Shares
18,622
R8,622
16.863
35,485
35,485
Cash at National w￿￿InSter
Bank- Current Accoullt
cotF - Deposit A¢count
52.152
127,424
21,319
121.214
179,576
142.533
Cash in Hand
Payments in Advance
Le￿. Accrued Liabiliti&s
106
1,233
580
133
1,233
580
759
786
215,820
310.879
178,804
273 863
Represented by."
Capital Endowment Fwid
In¢ome Funds
Accumulaied Income A¢wJnVR£pair Fund
Extraordinary Repair Fund
Cyclical MainteDallce Fund
Contributions Repair Fulld
Newby Trust Fund
B.N. Pearsoll Tn]st Fund
Major Wright Legacy Fulld
Mrs G.Ei Hirst L£gacy Fund
Mrs J Truelove I£gacy Fund
68.059
68,059
196,890
18.385
16,(MK>
2,992
100
159.874
18.385
16,000
2.992
loo
2.000
790
4.663
790
4,663
242,820
310 879
205,804
273 863
Page S

Trustees of St A￿￿e'S HoJDes
Valuatitsn of Inve51m¢Dts ￿ •t 31 December 2024
C(6t
Value xt
31.12.24
Value •t
31.12.23
Chariti&8 Official Inv¢strnaLt Fund
- 3620.82 In¢ome Units
(Fernianellt Endowment)
18,595
73.478
71,855
- 416.00 Acmulating Units
{Capitsl Fulld)
615
108,416
103,168
- 982.18 AC￿M￿latIng Units
(Extraordinary Repait Fund)
18,622
255.971
243,581
- 3073.32 Income Sbar49
(Surplus Inwme)
16.863
62,368
60,990
The Buil¢Jings are insured for £s.￿O.0(x)
The contents of the Trustee's rcom are itlsured for £25.1
P#ge 6