SIGfwLTr co RY
THE DAVID TAYLOR HOUSING TRUST
FOR ELDERLY AND RETIRED PERSONS
REGISTERED CHARITY NUMBER 236102
FINANCIAL STATEMENTS FOR THE YEAR
ENDED 5TH APRIL 2024
JERVIS & PARTNERS
CHARTERED ACCOUNTANTS
1351137 WELLINGBOROUGH ROAD
RUSHDEN
NORTHANTS
NN10 9TE

THE DAVID TAYLOR HOUSING TRUST FOR ELOERLY AND RETIRED PERSONS
REGISTERED CHARITY NUMBER: 236102
LEGAL AND ADMINISTRATIVE INFORMATION
TRUSTEES
M. J. Percival {Relired 11 July 20241
A. D. Miles
F. T. G_ Bird (Retired 11 July 20241
J. N. Perkins (Retired 11 July 2024)
J. B. Brown
S. V. Billings
Mrs C. E. Mlmark- Chairman
Mrs G. R. Evans (Appointed 11 July 20241
Mrs M. Kneeshaw (Appointed 11 July 20241
PRINCIPAL ADDRESS
HCR Hewtsons
Lancaster House
Nunn Mills Road
Northampton
NN1 5GE
BANKERS
Cater Allen
9 Nelson Street
Bradlord
B01 SAN
ACCOUNTANTS
Jervis & Partners
Chartered Accounlanls
1351137 Wellirbgborough Road
Rushden
Northanls
NN10 9TE
SOLICITORS
HCR Hewilsons
Lar)caster House
Nunn Mills Road
Northampton
NN1 5GE

Page 1
TrIE DAVID TAYLOR IK)USING TRUSTFOR ELDERLY AND RETIRED PERSONS
REGISTERED CHARITY NUMBER: 236102
FINANCIAL STATEMENTS FOR THE YEAR ENDED 5TH APRIL 2024
CONTENTS
Report of the Trustees
2and3
Inde￿n￿eTht Ex8mlner's Roport
St•tem•nt ol Ilnanelal actltAtIès
Balance She•t
Note5 to the financlal $tatements
7t09

Page 2
THE DAVID TAYLOR HOUSING TRUST FOR ELDERLY ANO RETIRÉD PERSONS
REGISTERED CHAR
NUMBER.. 236103
REPORT QF THE TRUSTEES
The Truste8s present their annual retxyi and unaudited financ#￿ $tal8m8nls for tho yw ended 5th April 2024.
Tha finanoal slalements have b88n wepared (ffi the a(rAJunling pditstss sel oul in Nole 1 of the financ￿1
statèmenÈs arKJ Comp￿ wilh the Charity's Tntst t)eed. applicable law and the requirement of SORP
°Accountlng and Reporting by charit￿" IFRS 1021 iss1￿ in 2015 and Ihe Ch8rits"e8 Act 2011.
The Charrty has lakeTh advanta￿ of th8 cc*K8ssions aff(*ded lo srnalknr thaiitsos In res￿ of pY8senlati¢in aTh
disclosure in Ihose financial ststernents.
STRUCTURe. GOVERNANCE AND MANAGEMENT
The Charity is govern8d by $ Trust D8e(l (latsd 4th July 1W whith aulhorise5 thè Bo*d of Tw$ts8s lo perfomi
the objecis of the Tfu$I
The recrurtment. apw"rtment and of rwi Tnthes ar9 u)r¥Jucted byexisbng Trust88S.
OBJECTIVES OF THE CHARITY
The David Tawor HouFAng Trusi fcv Elderly and Retired Pers￿$ was 8$1ablished in 1964 lo maintajn Abington
Lodge the land 8round it as a res*18ntial homeste8d for eklerw 8T¥J ￿tired and thg provisloTr of hom8s for
such peo￿•.
PUBLIC BENEFIT
l ol the Ch8rW$ actI￿tIeS are undertaken to further ow ¢tharilatAe rMJfP)se lor thè bonèffl of the wblio The
Trustees havg had regwd to the Charity CiJmmis5K)n guidanc* on publ¢c benefrt in $8ctiM four of tht Char￿￿8$
Act 2011. Th6 main ben8fils whi¢h have arisen durin9 the J*ar f¥om the organis*ffi's aims and activities Ère
detailed in lh* f¢Jlowing sections arKI in the financial review.
REVIEW OF ThE DEVELOPMENT, ACTIVITIES AND ACHIEVEMENTS DURWG THE YEAR
Mr. David Norman Ta￿or in trws life￿me establisw iwo Charitsble Trv$ts. He was an unmairied man and had rK
¢hildren. His wish w8s lo ensure Ihal his Iwd and property al Abingion Lodge, N(*thaMpton be vlillsed alier hls
eath through charitab￿ Trusts forthe b￿afit delderfy and ￿1r￿d peopk.
K4r. TA￿or.$ second Trusl, The ￿)rMan Taykn Educal￿)nal and lor Ihe Elderfy Trusl. hold5 investsnenls, wilh
the incornts from this being paitialty u88d to donatK)nS to Thg Dav￿ Taoor Housing Trust fL¥ Elderly and
Retired Persons.
To aid th8 adMinistrat￿n over the years since Mr. Tawor's dealh. Ihe Chwitat4e Trusts have been run
èff8ctively 88 one. As per a Chartty cO￿￿sE￿o￿ InstwdK￿, separale annual a￿Ount$ aro pr8P8r&l lor each
Charity.
The Trust has ¢￿tInUed lo hold the larKI and property and to wtyk wilh Eas¢ MidLgn(Ss Housing A$S￿allOn and
South Court EnviroNnenial to ensure thal Ihis is aTrrdilablp and maint￿ned for benefrt of the residents of
Abington Lothae in acc(Ydance wlh lh8 inslrurAKVbS by Mr. D. N. Tayk)r.
FINANCIAL RESULTS FOR THE YEAR
The finanoal ststemenls for th8 yeaf 8rKled 51h Aw"12024 8 surplus of £68312023 £3.6771 on urirestricled
luntjs brlnging Ihe total futM15 to a surplus of £182.24912023. £181.5661.
POLICY ON RESERVES
The Trustees consider that Ihe unresiricled general fund £32,249 at 5th April 202412023- f31,5661 is suffiaent
to SU5¢ain its operations ShoU￿j inwme generabro adimties be curtailed unexpecledly over Ihe forth¢omiryg ￿r.
RISK ASSESSMENT POLKY
The Trustees have assessed the major risks to which the Charity is OXP05ed. in p8rticxJlar tho58 r8lated lo thg
operalions and finan(*s of the Charity. an¢J a￿ satisf*d that systoms are In plate io nwtigate their exposuie to
the major risl(s.
PLANS FOR FUTURE PERIODS
The Charitys future plans indude th8 conlinued [￿VIs￿ln of hou5in9 8FKI associated am8ri1185 for persons of
liff*ted means either the eldorty OF reli￿1.

Page 3
THE DAVID TAYLOR HOUSING TRUST FOR ELDERLY Ahlo RETIRED PERSONS
REGISTERED CHARITY NUMBÉR.. 236102
REPORf OF TrIÉ TRUSTEES- CONTINUEO
TRUSTEES. RESPONSBILITIES
The Trustees ar8 r8sponsibl8 for pf8pariwvJ Iho Trusteas. Annual R8rrtMi and the finaTha81 statem8nts in
accordance with 8pp4icable United KIn￿￿M A￿untI￿a St8Th1ards (United Kirydom Generally Aceepied
AccounlitvJ PiadKel
The law applicable lo Chartlies in Enuland & wa￿ requires Ihe Twste&5 to rxepare fina￿traI statements for each
nancial ￿ar which give a and fair view ol thg Stale d ollair5 01 the Charity and ol th8 Iwoming resources
and applicali(Kb of resLwrc85 01 Chwity thal p¥i(￿. In pr6parir¥a these linancial statements, the Tiusteos
are required to-.-
selgct suitable accounting ￿lIcIeS and then aPFAy them w)sistenlly-
observe th& methods and prinaples in the Charities SORP.
make ludgwments and estimates Ihat are reasonable and prudent.,
slate whelher applirAblè accountiro standards have been followed. subject to any material
departures disc105ed and explaine(S Ihe finanual stalements-
Pr8pare th8 finanaal slalementson going concem basis unless it is inapptOF)riate to preslvng
that the Charity wll eonlinue in operati(y).
The Trustees are responsible formainlainlng Kwer a￿O￿ntIng records Nthich disdose with reasonatAe
accuracy. 81 any liTne. th& finan¢ial position ol the Charily and enable them to ensure Ihal the financial
stalements comply bmlh Ihe Charities Act 2011, the Charity {Accounts and Reports) Regulations 2008
and the provisions of the Trust Deed. They are aLso responsible for s8legu8Tdlng the assets ol the
Charity and hence lor lakiro reas￿able sleps IOT the PreVentk￿ arn1 (*leclion ol fraud and olh8r
irregularities.
Thls report was approvèd for and on behalf of the Trustees on 25 Nov¢mber 2024 and wfrro
slgnod on thelr behalf by:"
Chairman

Page 4
THE DAVID TAYLOR HOUSING TRUST FOR ELDERLY AND RETIRED PERSONS
REGISTERED CHARITY NUMBER.. 236102
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF
THE DAVIO TAYLOR HOUSING TRUST FOR ELDERLY AND REfiRED PERSONS
IN RESPECT OF THE YEAR ENDED 5TH APRIL 2024
We ieport on the 11roncial Slate￿nts ofthe Chwity for the y8ar èr¥Jed 5th A￿72024 wki¢h 8r8 Sgtout on pages
5t010.
Rè$ptsnslbllitles and basis of report
As Ihe charills tru5tee5 you are resp0Tr5ible lor the preparation of th8 accounts in 8¢(>)rdan(￿ with the
requirements of Iliè Cliarities Act 2011 1.the Act'l.
W& report in rewect ol (xw examw)atKm ol the ch￿5 w￿ntS oul U￿er 58CtK)n 145 01 Ihe Asl aiml I
carrying out our 8xaminalion we have follu*MI al Ihp Direcb¢)n5 given by the Charity C¢)mmissK)n
under ser.lion 14515Kbl of the Act
Indopondenl examIn8￿8 Statement
W&have cornpleled our gxaminalk)n. Weconfirmthalno materi81 mattershave como toouratteThtyoTh in connection
with Ihg 8xaminalion gmng us cause to ￿1￿¥8 thal ITr materi81 respect..
ac￿nts.￿g ￿fr)rds were nol kept in respera of the charity as fequired by Sec￿0￿ 130 of th6 Act., or
2. the accounts do wK)t accord with thos8 r8coriJ5; (X
3. the accounts (k) not complywilh the appli(3blc requirements corKerning th8 forrnatwj content of xcounts
881 out in th8 Charities IAccounts armj Rep(wts} Regulat￿rts 2008 olher than any ieouiremènts that the
accoun15 give a 'tru* and fair whith is Th)1 8 mat181 con5wJwed as part of an indep8nd8nt
exarninatKm.
We have no ¢on¢erns and have come woss np other m8ltars In Comectlon with the examination to ￿ts1¢h
attention shwld be cJrawt¥ in thi% ieport in ordef to enab￿ a proper underslanding olthc accounts lo be reBth8d.
Jervis & Partners
Chartèred A¢countants
1351137 Welllngborough Road
Rushdon
Northant$
NN10 9TE
Date: ¥L ts.cQLLLk2￿

P8ge 5
ThE DAVID TAYLOR IIOUSING TRUST FOR ELDERLY AND RETIRED PERSONS
REGISTEREO CHARITY NUMBER: 236102
STATEMENT OF FINANCIAL ACTivinES FOR ThE YEAR ENDED 5TH APRIL 2024
2024
R•$trlcted
Funds
2023
Total
Funds
Unre51ricted
Funds
Total
Funrl$
Nol•
Incom*
Vokjntary Income
39,lYX)
39.000
Inleresl r8ceivgd
Totsl in(x)me
39.CQO
39.000
39,(
ExpendSture
Charltabl• a¢tlviti¥s
Grants pald
37.C
37.￿
34.￿0
Othor costs
1.317
1.317
1.323
Total expenditure
38,317
38.317
35.323
Net gainsllos8èsI on fixerl assets..
Unreal￿d gain on property re¥￿￿8t￿n
Net movemgnt in fund5
3.677
Reconcillètion of fund$-.
Funds brought fotward
31 A66
150.((￿•
181,566
177.889
Yotal funds carried lorward
32249
182.249
181.566
There are no other recognised ga￿8 OT1055&5 Ihe yearother Ihan those (x)ntsine¢J in the state￿￿t ollinanei81
The noles on pag85 7 to 9 lorm part olth8se finandal statenEnt$

Page 6
THE DAVID TAYLOR HOU
TRUST FOR ELDERLY AND RETr4eo PERSONS
REGISTERED CHARITY NUMBER: 23610Z
BALANCE SHEET AT 5TH APRIL 2024
2024
Note
Flxgd assets
Tawble flxed a$sels
150.(#XI
150.0(X)
urr¢nt aS8et$
Debtors
Bank atKI osh
17.787
15.782
19.107
13,782
Total curr8rit ass•ts
33.569
32.889
Creditor$: amounls fallng due
￿t￿n ong year
1,323
Net current assets
32249
31,566
Total a$$ètB less currènt Ilablh"t
IW2.249
181.566
Th• ftsnd$ ofthe Charlty:.
Unre$trtcted funds
Accumukqted fund
32.249
31,566
Restrlcted funds
150.(
150.IKK)
182,249
181.566
These finanaal 51alemenis were 8ppr¢)ved lor and on ol Ihe Trus188s on 25 November 2024 and were
$19ned cfi Ih8ir behalf by.-
Charman
Thè noles pages 7 10 9 lorm part ol Ihese financial stalem8nls

Page 7
THE OAVID TAYLOR HOUSING TRUST FOR ELDERLY AND RETIRED PERSONS
REGIST
LI CHARITY NVVa£R'. 2
NOTES TO THE FhNANCIAL STATEMENTS FOR THE YEAR ENDED 5TH APRIL 2024
1. ACCOUNMNG POLICES
lal
Gèn•ral Informallon
Th8 David Hwsitw T￿51 for Eld8rty and Relir8d Persons a charily r8gistsred in the
United Kin￿oM. The alYd￿$S of the Chaity is gwen in the Legal and Administrative Infom)atlon.
The nature of th8 ChariWs Operab"c￿$ and pri￿1PaI a¢tivi&"es are fully detaile(l in the Report of
th8 Trust88s on pag8s 2 and 3. Th8 Charity rA)nstrtut8s a public b8n8fit 8ntily as defined by
FRS102.
Ibl
Basls C*f preparatlon
The finawal slatements have been prepared under th8 historieAI cost CCmV6nlion. with the
exceptK)n thal investments are m¢1￿Jed at mafket fate value. The finanoal statements a
préparèd w èccordancewih Ih8 Stat9merit ol R8￿Mm8￿le￿ Practs"ce.' A(x(MJnling and Rewrtin9
by Chariknes IFRS 1021 and appl￿ble Accouriting Slandards and th8 charil￿S Aci 2011. The
Charity has applied UKKlaie BU1￿￿) 1 puNishod In F&b¥uary 2016 and not If￿lK$s a eash
ow slateff*nt on the grouNJs Ihat rt is a￿￿ng FRS1￿2 IA.
Flxed assets and depreclatlon
Fixed assets are rèfie(IèLI at lair Valu&. kny rr¥jve￿t in wdILOt￿n ￿ t8ken io th8 re8tricl8d fuThl.
l( is the Trustees. Wicy to maintain all lyJiklityJs to such a standard that thèir estimated ffjsidual
v*u& is not less than ther cosl at 8￿Y given b"me, there10￿ ￿ depreuation * necessary.
AJI incoming resources are rewgrmsed Mce the Charity has entitlement lo the resour¢e$. it is
¢¢rtain thai Ihtr rowr¢¢$ will be rgC91ved and thg tnongiary valutr ol inwming resources ¢an be
m88sured wrth suffiaenl r8bkqbthly.
Expendlturè
Liabilit￿$ we ￿￿gnIsed as reswrces exr*nded as s(K)n as there Ss a legal or conslrudive
obligation commiltsr¥J Ihe Charity lo the expendl1u￿. All expendilvre i8 accwnted for M an
a¢cruals ba￿$ aTrJ has be￿ da$sCi￿ hea¢ji￿$ Ihat aggregate all tosts related to the
Category.
Iwrocovorablt VAT
Irr8co¥erabl8 VAT ts charged againsl the catew)ry of r$5tyJfC8s expended for whith it was
Incurr￿.
Governan￿ w$ts
Governance cosis o)mprise all costs invofving the publ￿ accounlability ol the Charity and rts
¢ompliancewilh regulatK)n arm1 practi¢e. These costs inc1￿le costs relatfftg to accountants
f885, the ind8petKt8nl exarninatson 8nd ￿al fe8S.
Unr05tricted funds
The Cttarily's unrestricted lurk1s c(M)gSt of ￿Thera1 r&wves whira) tho Charty may use for Ils
rrtKrKJses al ils di8cr8t￿.
Re¥trtcted lunds
The Charity s reslrthd lurmjs are lI￿se luThJs may b8 8ppli9d kj purposes specified
by thè Trust Dèod.
INCOME
2024
2023
Voluntary In￿me
The Norrnan Ta￿Or Educati¢wo1 atyj Avj lor th8 Ekjedy Trust

Page 8
THE DAVID TAYLOR HOUSING TRUST FOR ELDERLY RETIRED PERSONS
REGISTERED CHARITY NUMBER: 236102
NOTES TO THE FNANCIAL STATEMENTS FOR THE YEAR ENDEO 5TH APRIL 2024
GRANTS P￿D
2024
2023
East Midlands H(￿￿ng Ass(tlalk
South Court Envi￿nIne￿￿1
33,000
1.000
4.000
37.000
34,000
Donations and gran¢s made are in wilh Ihe Chariws obiectsves and 8CtMti&8 8s described in
Ih8 R8FYJrt of Ihe Twslee&
OTHER COSTS
2024
2023
Governance costs
Accountants atKI examinerfs f8èS
1.320
1.323
1.320
1.323
The Ch8rity has ￿ employees and the Truslees hav9
IK) remuneratth c* expens85.
TANGIBLE FIXED ASSETS- all ￿￿d f<)r charltablo purposos
Freehokl
land and
bulldings
CosttValu¥titsn
Al 61h April 2023
Revaluation in y8ar
150.000
At 51h April 2024
150,000
Depr•¢lallon
At 8th April 2023 JThJ 51h Aw"12024
Net book amount
At 5th Awl 2024
Al 5th Awl 2023
The Iree￿I land and builditw were independenlly valued by an aw>rowialely qualified Chartered
Surve5u on ihe basis ol open m8rk8t lor existing use arwj tenants on 11 Febw8ry 2020. The
Truste95 hav8 fevwed the currgni market and ¢ondthon of the Prop￿ and tonskler the valuation lo be
l*e fair value as al 5 A￿1 2024.
DEBTORS
Amounts lalllng due wlthln on8 year
2024
2023
The Norman TaOor Educati￿al arKI fc( Ihe Elderly Twusl

Page 9
THE DAVID TAYLOR HOUSING TRUST FOR ELDERLY AND RETIRED PERSONS
EGISTERED CHARITY NUMBEIL. 236102
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5TH APRIL 2024
CREDITORS
lunounts falllng du• wlthln one year
2024
2023
A¢¢ftJals
ANALYSIS OF CHARITABLE FUNDS
At
6th Aprfl
2023
At
5th Aprll
2Q24
Galn
(105ses)
ExpgNJltur•
Unr¢$trlctsd funds
Restrfded funds
In accordance wth Ihe rti￿v0S ol the Chaiity. Ihe restrictwy fund$ relale to the land and property at
Ablnglon Lodge.
NET ASSETS BETWEEN FUNDS
General
Unfe$trKted R￿trICtsd
Total
Fixed assets
Cutten¢ asset8
Guffen¢ IBbilitie$
150,(XX>
150,000
33.569
11.320}
33.569
11.320}
32.249
150.ODO
182,249
10.
RELATED PARTIES
The Trust9es regard Th8 Norman Educational arKI the El(*rty Trust as a rekled party ¢Sue
to il hawng identsGal Trustees arKI sam8 I￿jn￿er
During the year, The Norman T￿￿or Educatsonal and for Ihe Eklerty Trust Pa￿ expenses of £1.320
12023 - £1.2601 on behaff of The David Taylor Housn9 Trust and mad8 donations to them of £39.000
12023- £39.OWI.
Al ihe year eRd The Norrnan Ta￿ Educatwxbal lor Ihe Eklerly Trusl owed a amount of
£17.787 to The Dawd Tayor Hous1r￿ Trust for Ihe E￿j￿ty an¢J Reti￿ Persons.

FOR TRUSTEES ReviEW PURPOSES ONLY
THE OAVID TAYL(XI HOVSING TRUST FOR ELDERLY AN
GISTER
ARITY
VM8
.. 23610
RED PERSON
INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 5T
APRIL 2024
2024
Nots
02
INCOME
DonaliDns
Interest reteived
39.000
EXPENOITURE
DSrect charltable Éxpendlture-.-
Grant- East MkY8nd5 Housiro Assoc
Grant- South Cour( Envwonrnental
33,0
1,000
37.C
34,000
Admlnistratlon expenses'.-
Accountants and examiners feas
1.317
1.323
Total eyndilu
38.317
35,323
Surplus of irKx)M￿{exp￿k1ittsreI fty the ￿r
3.677
This page does Thol lorm wt ththg slatthory fift￿(1￿ statements