CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 1st April 2022 Period start date To 318t March 2023 Period end date Charity name: JOHN TOMLINSON CHARITY Charity registration number: 232795 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the charity as set out in its vemin document Summary of the main activities in r8lalion to those purpos8s for the public benefit. in particular, the activities, projects or s8rvic8s identified in the accounts. Provision of Almshouse for poor or Inflrm porsons who are inhabitants of Doncaster The main activity of the Charity is the letting of Almshouses who aro ollgiblo. Par8 1.17 and 1.19 The Charlty uses surplus funds to ropalr and maintain tho Almshouses. Thè Charlty US￿ surplus funds to Improve the Almshouses for th• ben•fft of the tenants. The Trustees have regard to tho guldance issued by the Charity Commission on public benefrt. statèment confirming whether the trustees have had r8gard to the guidance issued by the Charity Commission on public beneflt Para1.18 Addltlonal Informatlon (optlonal) You ma choose to include further statements where relevant aboLrt: SORP referen Para 1.38 Policy on grant making Par8 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other Achievements and Perfonnance SORP rel￿￿ The Charity has maintained the Almshouses which It owns lo a hlgh standard for the benefrt of the tenants. Sumrnary of the main achievements of the charity, idènlifying the difference the charity's work has made to the ¢ir¢umstsnces of its beneficiaries and any wider benefits to society as a whol8. Pard 1.20 The Charlty has extended the Almshouses for the benefrt of the tenants. Additional information (optional) You ma choose to indude further stslements wh8r8 relevant about: Achievements against objedives set Para 1.41 P8rfomiance of fundraising activities against objectives Para 1.41 Investrnent perfomiance against objectives Para 1.41 Financial Review Review of the charity's financial position at the ènd of the eriod Statement explaining the policy for holding reserves stating why they ar8 held Para 1.21 The Charity's fjnancial position was extremely healthy at the end of the riod. The reserves are held to ensure there ar• funds available for any large ropair work whlch becomes necessary and to im rove the Almshouses. £139,355 NIA Para 1.22 Amount of r8S8rves held Reasons for holdlng zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going COn￿M Pao 1,22 Para 1.22 Para 1.24 NIA Para 1.23 Thère are no uneertaintiès. Addltlonal Informatlon (optlonal You ma choos8 to includ8 furlher slatements where relevant about: The charity's principal Sour￿ of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted P8r8 1.46 A description of the principal risks facing the charity Para 1.46 Other Structure, Govemance and Management Description of charily's trusts: Type of governing document (trust deed. royal charlerl Para 1.25 Scheme dated 18th Fobruary 1998 as amended by a Scheme of the Commissionors dated 21. December 2006. Trust How is th8 charfty constituted? {e.g unincorporated association, CIO. Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any p8rson or body entitled to appoint one or more trustees ParH 1.25 Par8 1.25 Cowopted Trustees are elected by oxisting Trustees. Ex￿ffiCI0 Trustees ar• appointed under the Scheme. Additional infomiatlon (optional) You ma choose to include further ststements where relevant about: Policies and procEdures adopted for the induction and training of trustees P8r8 1.s1 The chartty's organisational structure and any wider ne￿Ork with which the charity works Pora 1.51 Relationship with any related partie5 Para 1.51 Other Reference and Administrative details Charit name Other name the chari uses Re istered charit number Charity's principal address John Tomllnson Chari None 232795 Taylor Bracewell Solicitors 17-23 Thorne Road Doncaster DN12RP Names of the charity trustees who manage the charlty Trusteè n¥m? Offleè (If any) Dates xtsd If not forwhol Chair Nam* of person lor body) entlll•d toa 'nt trust ifan Charles Malcolm Bamsdale John Townend Suki Burnett John Holm&s 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re DIMctor name rtwasa roved Name of trust88s holding title to property belonging to the charity TrU8t￿ name Dato$ actod If not for whole Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are h8ld and how this falls within the custodian charity's objeds Details of arrang8ments for safe custody and segregation of such assets from the charity's own assets Additional inforniatlon (optlonal) Names and addresses of advlsèrs (Optlonal Infomiatlon) Type of Name Address adviser Legal Taylor Bracow•II Solicitors 17-23 Thorno Road, Doncaster. DN12RP Name of chief executive or name8 of senior staff mombors (Optlonal Inforn)ation) Exemptions from disclosure Reason for non4isdosure of ke ersonnel details Other o tional inforniation Declarations The trustees declare that they have approved the trustees, rnport above. Signod on behalf of the ¢harity's trustees Signaturels) Full name{s) Posltlon (eg Secretaryi Chair, etc) Stephen Coates Secretary Date 1011012024 CHARITY COMMISSION FOR ENGLANO ANO WALES Charity Name John Tomlln8on char￿ Trust Ng lif anyl 232795 Receipts and payments accounts CC16a For thè pèrlod PeFiod stÉ3, I ￿-S[￿ Pp.riod end To 0110412022 3110312023 Section A Receipts and payments Unrestrlctsd funds to th¢ n•aN R8¥lrict•d furMI8 Endowment fund$ T<)tsl fund¥ Last year toth• n•¥8￿% tothe I￿r￿2 to th• nw•tst£ toth• rnare*t£ A1 R￿elPt8 Rentsl IncoTne 49,no 12,655 ross Income AR) 49,710 41710 12.655 A2 As$et #nd Inv•stm•nt $alo$. {￿¢ tsbl•l. Sub total Total receipts 49,710 49,71Q 12,655 gnts Ropaws Gas Cerllflcatss Insurance Le9al F88s mshouBe AssoKiation Mombwrs￿p Le9iorell8 Testing Els¢th¢ty Charges counc￿ Tax eaniTg 6,408 8SO 1.967 6,408 85D 1,967 1,440 45S 510 221 1,470 455 510 222 112 150 VAT Lettwy AgBnt Fees 231 1,157 4882 17,994 5.682 17.Y94 Sub total A4 A8￿ and Invostm•nt urcha89s. ¥99 tablè Sub tot81 17.994 17.994 5.857 Net ofrKeipts/(pyments) AS Trnngf•rn btheen funds A6 Cajh fund8 l•st ￿ar end Cash fvnd$ this year end 31.716 31,716 6,798 31,716 31.716 6,798 CCXX R18C￿Unts ISSI 02110r2024 Section B Statement of assets and liabilities at the end of the period Unrestrbcted R￿tricted funds funds to n•w•st£ to n•are*£ Endowrn•nt funds Categorles Detai18 B1 cosh funds Tr*ld byBarrffjd•L*$ Limi18d 100,QQO Le*ls Bulk11r￿ Sotyetyalc 5889142202 28,992 HSBC￿¢ 70814857 8 32606011 12.J63 Total ¢a$h funds 139,355 Lwunq¥ll Agreenienl Ew, Unrnstrlctsd funds Rostrict•d funds tr• ne•r•*£ Endowmnt fvnds to no0rnst£ Dètall$ F¥nd towth￿h •t belon NJACIF Details kl&G- 386.053 NAACIF Fufvj *ore5 ¢06tloptlat)all B3 Investmont a68els FuThY lo ai&•t b•lon D&talls Currentvaluo c(￿ loptknMII B4 Ass8ts rotsined for tho ¢harlty's own use Fundt¢whl¢h Amount dLto Dotslls pn B5 Liabililies SDJned byone or trust8&% on behaifof all the truste8S Signabjre Print Name Date al CHARLES MALCOLM BARNSOALE CCXX R2 actt)unts Iss) 0211012024 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examineff s Report Report to the trusteesl members of JOHN TOMUNSON CHARITY On accounts for the year ended 31st Ma￿h 2023 Charity no (if any) 232795 Sot out on pages Iremenibei InclbdE IIUrnbetS l-dl •Aoibviidi I report to the trustees on my examination of the accounts of the above Charity (Yhe Trust°> for the year ended Responsibilities and As the charity trust8es of the Trust. you are responsible for the preparation basls of report of the accounts in accordance with the requirements of the Charitiés Act 2011 {°the Act"). I report in resped of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my 8xamination. I have followed the applicable Directions given by th8 Charity Commission under se¢tion 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to beli8Ve that in, any material respect- accounting re¢ords were not kept in ac¢ordan¢e with section 130 of the Act or the accounts do not accord wlth the accounting records Independent examiner's ststement I have no concems and have com8 across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understandin9 of the accounts to be reached. Please delete Ihe w s in the brackets if they do nof apply. Slgned: pc Dats: 1011012024 Name: Peter Harold Caswell Relevant profess¢onal qualification(s) or body (If any): Solicitor Address: 17-23 Thorne Road Doncastor DN12RP IER October 2018 Section B Disclosure Only complete if the examiner needs to highlighl matters of GOn￿rn (see CC32. Independent examinalion of charity accounts= dire¢lions and guidance for examiners). Givo here brief details of any items that the examiner wishes to dlsclosg. IER October 2018