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2025-06-30-accounts

CHARITY NUMBER: 246208

SIR THOMAS CREWE'S ALMSHOUSES

ANNUAL REPORT AND ACCOUNTS FOR THE YEAR ENDED 30TH JUNE 2025

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SIR THOMAS CREWE'S ALMSHOUSES YEAR ENDED 30TH JUNE 2025

CONTENTS PAGE
Charity information 4
Trustees report 2
Statement oftrustees’ responsibilities 3
Receipts and payments account 4
Statement ofassets and liabilities 5
Notes to the accounts 6
Independentexaminer'sreport 7

PAGE 1

SIR THOMAS CREWE'S ALMSHOUSES YEAR ENDED 30TH JUNE 2025 CHARITY INFORMATION

Trustees Anthony Bagot-Webb Rich Duncan John Vidler Caryl Billingham MBE Colin Harber Adrian Watt

[Chairman] [Vicar of Brackley] [Treasurer]

SIR THOMAS CREWE’S ALMSHOUSES YEAR ENDED 30TH JUNE 2025

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TRUSTEES REPORT

The charity was originally established by the will of Sir Thomas Crewe which was proved in London in 1634. It is registered by the Charity Commissioners and has the registration number 246208,

The purpose of the charity is to administer and manage four almshouses which are situated at 82 to 88 High Street, Brackley, Northants. NN13 7DS and a further property at 11 Johnson Avenue, Brackley, Northants. NN13 6JE.

Management of the charity, including the appointment of trustees, is regulated by a scheme approved and established by the Charity Commissioners on 2nd July 1957. The names of the trustees who held office during the year under review are shown on page 1.

All four almshouses and the property in Johnson Avenue were occupied throughout the year with no void periods.

During the year the charity's incoming receipts totalled £33,258 (2024 - £31,836) and the charity's payments totalled £12,652 (2023 - £7,441).

Receipts exceed payments for the year by £20,606 (2024 - £24,935) and the charity's monetary assets less accrued expenses at the end of the year amounted to £82,334 compared to £61,756 at the beginning of the year.

The charity does not have any contingent or future liabilities.

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By order of the trustees
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Anthony Bago bb [chairman]
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Anthony Bago
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Date(2 fil [ 2?
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PAGE 3

SIR THOMAS CREWE’S ALMSHOUSES YEAR ENDED 30TH JUNE 2025

STATEMENT OF TRUSTEES’ RESPONSIBILITIES

The trustees are responsible for preparing the annual report and accounts in accordance with applicable law and United Kingdom Accounting Standards.

The law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing those financial statements, the trustees are required to:

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The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 1993 and the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

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PAGE 4

SIR THOMAS CREWE’S ALMSHOUSES YEAR ENDED 30TH JUNE 2025

RECEIPTS AND PAYMENTS ACCOUNT

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|||||||||| |---|---|---|---|---|---|---|---|---| |2025|2024| |£|£| |INCOMING|RECEIPTS| |Maintenance|and|heating|contributions|from|residents|32394.66|30947.00| |interest|received|on|General|Fund|deposits|810.05|834.70| |Interest|received|on|Cyclical|Maintenance|Fund|deposits|53.64|55.26| |33,258.35|31,836.96| |PAYMENTS| |Expenses|of running|the|charity|and|almshouses| |Heating|1452.85|1505.62| |Repairs and|maintenance|9060.60|3159.83| |Grass|keep|and|mainteance|450.00|425.00| |Insurance|.|1081.72|1048.39| |National|Aimshouses Association|subscription|275.00|267.00| |Independent|examination|fee|50.00| |Postage|32.40| |Professional|fees|0.00|220.00| |Secretarial fees|0.00|600.00| |Sundry|expenses|250.00|215.94| |12,652.57|7,441.78| |NET RECEIPTS|/ FOR THE YEAR|20,605.78|24,395.18| |CASH AND BANK BALANCES|BROUGHT FORWARD|60,580.48|36,185.30| |CASH AND|BANK|BALANCES CARRIED FORWARD|81,186.26|60,580.48|

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SIR THOMAS CREWE'S ALMSHOUSES YEAR ENDED 30TH JUNE 2025 STATEMENT OF ASSETS AND LIABILITIES AS AT 30TH JUNE 2025

PAGE §

2025 2024
MONETARYASSETS £ £
_ Currentaccountwith Barclays Bank
Deposits with COIF Charities Deposit Fund
General
Cyclical Maintenance Fund
~ 62132.16
17870.79
1183.31
42390.07
17060.74
1129.67
81,186.26 60,580.48
Rentarrears
Prepayments
80.00
1081.72
128.00
1048.39
82,347.98 61,756.87
LIABILITIES
Accruedexpenses 43.92 0.00
82,334.06 61,756.87

NON-MONETARY ASSETS

Four Restored Almshouses and property at Johnson Avenue which were insured for £1,325,967 as at 30th June 2025. 917.773 National Association of Aimshouses Common Investment Fund accumulated shares.

These accounts were approved for issue by the trusteeson iGHY Novan hoe 225° Anthony BagofWVebb BagofWVebb [chairman] John Vidler [treasurer]

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Anthony BagofWVebb BagofWVebb [chairman]
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PAGE 6

SIR THOMAS CREWE’S ALMSHOUSES YEAR ENDED 30TH JUNE 2025 NOTES TO THE ACCOUNTS

1. ACCOUNTING BASIS

These accounts have been prepared to comply with the Statement of Recommended Practice “Accounting by Charities” issued by the Charity Commissioners, so far as it applies to smaller charities.

2.INVESTMENTS

917.773 National Association of Almshouses Common Investment Fund accumulation shares.

The market value of each share as at 30th June 2025 was £127.0672 giving a gross realisable value of £116,618.

The market value of each share as at 30th June 2024 was £118.5881 giving a gross realisable value of £108,837.

3. MAINTENANCE AND HEATING CONTRIBUTIONS

2028 2024
£ £
Received in the year (including any arrears from the previous year)
82 High Street
84 High Street
86 High Street
88 High Street
411 JohnsonAvenue
_ 7,034
7,046
4,560
- 6960
7,794
6,248
6,285
§,512
5,492
7,326
32,394 30,947

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Independent Examiner’s report on the accounts of Sir Thomas Crewe’s Almshouses (Charity Number 246208) for the year ended 30 June 2025

| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 June 2025.

As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Ihave completed my examination. | confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Victoria Balderstone ACA

Date: 28 December 2025 Address: 17 Carleton Meadows, Penrith, CA11 8UR

Professional Body: Institute of Chartered Accountants in England and Wales (ICAEW) ICAEW Number: 6747322