REGISTERED CHARITY NUMBER: 239036
Report of the Trustees and
Financial Statements
for the Year Ended 30 June 2023
for
John Burrill Almshouses Charity
## **Annual Return for the year ended 30 June 2023**
Principal Ofice
1 Bootham, York
## Current Trustees
Andrew Batterton
Stephen Crowther
Rupert Dewhirst
Neil Mcilveen
Ronald Pearson
During the 2022-23 financial year Sarah Wass was also a Trustee.
## Our structure, governance and management
John Burrill Almshouses continues to provide housing for the elderly in need in line with the will of John Burrill dated 7[th] July 1924 where he left monies to erect almshouses to provide housing for the “old residents of the City of York who are over 60 years old” .
The Trust met three times during the year and Mulberry PM provided the day-to-day clerking, finance and management services.
## Objectives and activities
The main activity undertaken by the charity to further its charitable purposes for the public benefit is the provision of 7 residences across its Almshouse facilities. This provision is available for the “old residents of the City of York who are over 60 years old” who are “aged or inform persons who would otherwise be dependent on parochial relief”
The charity has complied with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the Commission.
## Achievements and performance
The almshouses had full occupancy with residents all year round.
There were some remedial roof repairs and extensive gardening works during the year,
## Financial Review
The attached financial statements have been prepared on a receipts and payments basis. They have been checked by a current Trustee who was not a Trustee for the period to which the statements apply. His view is that these provide a true and fair view.
John Burrill Almshouses did not have a reserves policy for the year to which the financial statements relate.
**No 239036 1st July 2022 to 30th June 2023**
## **John Burrill Homes**
## **Statement**
||Assets||
|---|---|---|
||CAF Bank Cash a/c|£34,069.40|
||CAF Gold a/c|£73,481.37|
||Lloyds a/c|£6,815.55|
||M&G Shares|£136,893.61|
|||**£251,259.93**|
||||
||Bank Balance Movements|Opening|
||CAF Bank Cash a/c|£40,523.93|
||CAF Gold a/c|£67,274.43|
||Lloyds a/c|£994.31|
||Change||
||||
||Summary||
||Income|£32,578.00|
||Expenses|£27,004.35|
||Balance|**£5,573.65**|
|Closing|Increase||
|---|---|---|
|£34,069.40|-£6,454.53||
|£73,481.37|£6,206.94||
|£6,815.55|£5,821.24||
||**£5,573.65**||
|**John Burrill Homes**
**No 239036**
**Income**
**1st July 2022 to 30th June 2023**|**John Burrill Homes**
**No 239036**
**Income**
**1st July 2022 to 30th June 2023**|
|---|---|
|Residents WMC|£25,168.08|
|Bank interest|£784.72|
|M&G income|£5,505.94|
|Other|£1,119.26|
|**Total**|**£32,578.00**|
## **John Burrill Homes Expenditure**
## **No 239036 1st July 2022 to 30th June 2023**
|Expenditure||
|---|---|
|Electrical Maintenance|738.54|
|Gas, plumbing, heatng, drain maintenance|5839.83|
|General repairs|797|
|Roof repair|2090|
|Door entry / locks|286|
|Gardening / grounds|5760|
|Utlites - elec|498.75|
|Utlites - water|-132.58|
|Utlites - council tax|327.63|
|Accountancy - fnance sofware|71|
|Management fees|5760|
|Out of Hours cover|111|
|Legal - ICO and AA subscripton|231|
|Health, safety and fre inspectons|444|
|Insurance - buildings|3457.91|
|Insurance - trustee liability|233|
|Bank charges - CAF|60|
|Miscellaneous|431.27|
|**Total**|**27004.35**|
REGISTERED CHARITY NUMBER: 239036
Report of the Trustees and
Financial Statements
for the Year Ended 30 June 2023
for
John Burrill Almshouses Charity
## **Annual Return for the year ended 30 June 2023**
Principal Ofice
1 Bootham, York
## Current Trustees
Andrew Batterton
Stephen Crowther
Rupert Dewhirst
Neil Mcilveen
Ronald Pearson
During the 2022-23 financial year Sarah Wass was also a Trustee.
## Our structure, governance and management
John Burrill Almshouses continues to provide housing for the elderly in need in line with the will of John Burrill dated 7[th] July 1924 where he left monies to erect almshouses to provide housing for the “old residents of the City of York who are over 60 years old” .
The Trust met three times during the year and Mulberry PM provided the day-to-day clerking, finance and management services.
## Objectives and activities
The main activity undertaken by the charity to further its charitable purposes for the public benefit is the provision of 7 residences across its Almshouse facilities. This provision is available for the “old residents of the City of York who are over 60 years old” who are “aged or inform persons who would otherwise be dependent on parochial relief”
The charity has complied with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the Commission.
## Achievements and performance
The almshouses had full occupancy with residents all year round.
There were some remedial roof repairs and extensive gardening works during the year,
## Financial Review
The attached financial statements have been prepared on a receipts and payments basis. They have been checked by a current Trustee who was not a Trustee for the period to which the statements apply. His view is that these provide a true and fair view.
John Burrill Almshouses did not have a reserves policy for the year to which the financial statements relate.