REGISTERED CHARITY NUMBER: 239036 Report ofthe Trustees and Financial Statements fortheyear Ended 30June 2024 for John BurrillAlmshouses Charity
John Burrill Almshouses 1 Bootham, Yo Annette Charlton Appointed 121512025 Stephen Crowther Rupert Dewhirst Appointed 141812023 Patrick Lindon Appointed 121512025 Neil Mcilveen Ronald Pearson Bryanwood Appointed 121512025 During2023-24financialyearSarah Wass was also aTrustee.
Trugtees'Annual Report forthe year ended 30 June 2024 John Burrill Almshouses continues to provide housingfor the elderly In need in line with the will of John Burrill dated T July 1924 where he left monies to erect almshouses to provide housing for the.old resident8 of the City of York who are over 60 years old.. The Trust metthree times duringth8 year and Mulberry PM provlded the day-to-day clerkin& finance and m8nagement services. Rupert Dewhirst joined the Trustees in August 2023. to take the number ofTrustees {atthat time} to four. The main activlty undertaken bythe ¢haritytofurther its charitable purposesforthe public benefit is the provision of 7 residenc8s across its ALmshoL¢se facilities. This provision is available forthe'old residents of the City of Yorkwho are Dver 60 years old" who are'aged or inform persons who would otherwise be dependent on parochial relief" The charity has complied withthe duty in section 4of the 2006Actto have due regard to guidance on public benefit published bythe Commlssion. en The almshouses had full occupancy with residents all year round. Number S John Burrill was fully renovated . including new boiler and electrics. Whllst renovation works occurred the propertywas also structurally inspected. The woodland area was fenced off for Health and Safety purposes. Typical maintenance was C8rried out as well as some light roof repairs. The attached financial ststements have been prepared on a receipts and payments basis.They have been subjected to independent review. John Burrill Almshouses did not have a reserves policyfor the year to whiGh the flnancial statements relate. Attempts were made to establish a higher interest savings account. but due to Lack of up-to- date signatories ori the principal bank account this was delayed. Subsequently deposited funds were re-arranged to maximise the interest paid on the existing accounts. The trustees declare that they have approved the trustees, rèport above. signgd on behalf of the Chari ustees: Slgnat Signature: FuUName: Full Name: N£IL Position: Position: Date: Iolii I5 Date:
John Burrlll Almshouses Charlty Number. 2336 Independent Examlner5 Reportto the tnistees of John Burrill Almshouses Forthe year ended 30 June 2024 I reporttothetrustees on my examination ofthe 8ccountsof th8 charityfortheyear ended 30 June 2024which are set out on pages 5-6. As the charity trustees of John Burrill Almshouses, YOLJ are responsible for the prep8Yation of the accounts In accordance with the requirements of the Charities Act 2011 (the Act"). I report in respect of my examination of the charity's accounts carrled out under section 145 of the 2011 Act and in carrying out my examination. I have followed the applicable Directions given bythe Charitycommission undersection 14515J{b} ofthe Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with ihe examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the8ccountlng records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understsnding of the accounts to be reached. 07 Nov 2025 James Clarkson ACCA Clarksons Accountants Thornborough Hall Leyburn DL8 SAB Date:...........................................
John Burri(l Alm$house$ Charity Number: 239036 Receipts and Payments A¢counts forthe year ended 30 June 2024 Receipts and Payments Receipts Residents WMC Bank interest M&G income Other Total £29.158.50 £1.945.69 £6.292.50 £0.00 £37,396.69 Payment$ Audit & Accountancy Bank Charges Decorating Elec MaintlRepairs Electricity/Gas Fire/H &S Cert Garden/Ground8 M8int Fencing Insurance LegaVStatLrtory Major works/refurbishment Management Fees Pest Control Plumbing& Heating Rates Repairs/M8intenance Roof Subscription Misc Water TOTAL 354.78 62.25 160.00 1.470.84 731.23 1.226.00 4.339.20 5.292.00 1.322.14 378.00 17,249.18 6,530.63 140.00 878.54 0.00 2,758.40 3,035.00 94.80 20.44 2.729.44 48,772.87 Net deficitforthe year (11,376.18)
John Burrlll Almshouses Charlty Number: 239036 Statement of assets and Ilabilities at the end of the perlod Assets CAF Bank Cash a/c CAF Gold alc Lloyds alc M&G Shares £4,040.40 £81,483.48 £17.466.26 £146,521.08 £249.511.22 Bank Balance Movements CAF Bank Cash alc CAF Gold alc Lloyds a/c Opening £34,069.40 £73,481.37 £6,815.SS Closlng Increase £4.040.40 -£30,029.00 £81,483.48 £8.002.11 £17.466.26 £10.650.71 Change £11,376.18 Summary Income Expenses Balance £37,396.69 £48,772.87 1£11,376.181 Signed on behalf otthe trustees: Signature: Slgnature: Full Name: PÉL FullName: Ikjtr IL hc I LULEKJ Date of approvaL.