2021-12-31-accounts

LINTON PARK ALMSHOUSES Registered Charity No.262420 - Member of The Almshouse Association - No.M1465

BRIEF REPORT DETAILING THE WORK OF THE TRUSTEES DURING 2021

1. Trustees: Mrs P Burden, Mr R Butters, Rev P Callway (Chairman), Mr P Cooper, Mr R Leagas. Clerk: Mrs K Cooper. There were two meetings of the Trustees in June and October. There is currently no Borough Council representative Trustee. The Rev P Callway resigned in June as he was retiring as Rector of the church. Mr R Butters was appointed as Chairman. Former Chair of the Trust, Mr D Martin, who died in October, was fondly remembered.

2. Finance

• a. CAF Cash account balance at 31/12/2021 £23,940.45..

• b. CCLA COIF Deposit Account Balance at 30/12/21 - £18,505, average yield 0.023% pa.

• c. Shawbrook Bank CAF 12- month Fixed Rate Saver Issue 2, Interest Rate 1.4% Matured on 29/5/2021 £18,249.93 + interest of £254.80. Maturing balance of £18,504.73 rolled into a CAF Matured Funds account at 0.10%.

• d. COIF Charities Investment Fund Accumulation units. 1396.06 units valued at £338,088.46 at end of year.

• e. M&G Accumulation shares: 10,564 units valued at £1,106 at end of year.

• f. Mr J Whitmarsh, ACIB, examined the year end accounts and signed the Charity Commission Independent Examiner’s Report on the account, with no undue matters coming to his attention.

• g. Half-yearly repayments of £1,575 and £787.50 were paid to the Almshouses Association in March and September for the £30,000 and £15,000 interest free loans received from them. The balance of £8,775 is due to be repaid in 2022.

• h. Clerk’s remuneration was paid at £195.00 per month.

• i. The Rent Office had advised in December 2020 an equivalent fair rent for these properties to be £160 per week. However, the Trustees agreed that this should continue to remain at £139 per week.

• Residents There were no changes of Residents during the year.

• Emergency Call System PPP Taking Care, who have a national call centre, continue to provide monitoring of the system at an annual payment of £1,185.40.

• Data Protection Policy based on a sample policy from The Almshouse Association is in place.

• Buildings A new oil fired boiler was installed at a cost of £7,576. The Trust will keep in mind that in the next 10 years there should be a different form of heating. There were only minor repairs to the buildings during the year.

• External Goodwin Pest Management continues to carry out monthly inspections for any pest activity at £145 per quarter (+VAT). A new shed was purchased for cottage No.4. Mr Gary Knight took over mowing the lawns from Paul Cooper who has done this for over 20 years. The Trust agreed to pay Mr Knight £20 per cut.

• A garden party was held in the gardens in September to celebrate with the Almshouse Association on their 75[th] Anniversary. As part of a Christmas gift, some of the residents and Trustees attended a musical show in Tunbridge Wells in which Ron Leagas was taking part. Supermarket vouchers of £50 were given to the residents who could not attend.

K Cooper

Clerk to the Trustees March 2022

LIPtroN PARK ALMSHOUSES for the ending 31 Dec￿￿ 2021 2020 Recelpts 2021 2021 2020 36.696. 1.415.08 1,335.83 O.(KJ 3.192.06 2,254.28 363.63 7.576.70 1,185.40 4,981.28 388.80 277.16 0.00 1,185.40 Banks 27.50 COIF •• 249.93 ShawtKwk 2.21 254. New Sale of thares 2PI.64 13frJ.CrfJ 838.frl 3.216.50 mini4Tat 25.140.67 Value of investm -32.12 Write up (COIFI Write up IM&G) 142.C 897.36 375.92 108.00 2.340.1)0 96.00 24,150.07 140.00 872.68 317.00 0.00 1340.00 60.1]0 15.952.69 50.229.40 128.75 In￿lan Tenants Gifts 63.161.09 45,573.29 £ 61525.98 £ 87 £ 87311.16 £ 61525.98 Balan￿ @ 1.1.21 332.934.32 BakrKe in: Defiay9Jrrlus ￿ 2021 63,161.LVJ COIF Dep)%t FurKI £18.505.68 £23,940.45 £0.00 18,504.73 339,194.55 £18,503.47 £16,119.52 £0.00 18.249.93 288.836.40 Cathh Shawbrrx &nk JmslTr Auxiakn (4.050.￿) (8,775.00) £ 396 095.41 £ 396095.41 £ 332934.32 NAACtF 10.564 acojmulation shares {converted from IF￿ shares DEC 2013) Value @ 31.12.21 £1.106.09 (Cost 1974 £29)) COIF Clwrknes Inveth&* fvnd knmuLation Unts I396.[￿ unlts Val 31.12.21 £338,IA8.46 (ts £105,t(o) INDEPENDE￿ EXAMINER (Re￿ attHthed) Signed: 161slzaiL. NarrE: Mr R Address: The Bam Redvrdll Farnihou liedwall Lart. Linton Maktst(me ME17 4AX K CoJper fknn Hill. Lorrton MaxlaÈ Kent ME17 4AW Y4 102L

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Seetion A Independent Exarninef s RÈport Reportto the truste mernbers of Linion Park Alrnshouse5 On accounts forth8 year ènded 31, December 2u2 1 Charity no lrfanyl 26£42Q Set on pag•s Respectlve The charrVslnJ5tees are rESpor￿l forthe preparalion ofthe aco)unts. Yesponslblllles of The charrty's trustees consder that art i8 not required forthi8 year trustees and examlner undei section 144 ofthe Chantse5 2011 (the Ch￿￿e$ACtI and thatan independent examination 18 needed. It is my resporoibilty trt.. ex8mine the aa￿UnIS mJerth"cffi 145 oftr tharthsh to follow the prtwxJuTES in ￿ 9erwl Direclion¥ gi¥en by tr Charrty Commisgon luTrYer section 1495Xbl oflhe ChaiibÈS Art and Basi8 of Indepèndènt My examinabon ¥¥as ¢arrEd oul Fn ao))rdar￿ ￿7th Direcknns exarnlnerfs 5tstsmnt by the Charity Commission. An •xxmFnats"¢)ft indth a ofthe a￿Unting re£ofds kept by the carity aTrY a (xmpartson oflhe a￿Ounts presented with those r￿r￿s. It also indudes ronsKleration of ary unusual items orijisdosu￿s in the arA¥)unts. and seektrrfJ eWanatiOn5 frcqn the trustees Cor￿mir￿J any suth matters. The prDtyJures undertaken thi not prowde all the eviderKe Ihat te ￿ul￿j in an audit aThJ rmsequenuy no opinion is gNen as to v11￿￿e accJJsJnts present a In and fairf vv and Ihe report is Iwnrted to thLW matters set out the Btatement Indopgndent In connection my examirth"ort. no maten.al Matt￿ have c£ffe to my examinerfs statement attents.on I that In, any material rewt Charrti85 Aci or ith attention should te drawn in ordwto en8t4e a kwper y￿le￿￿1￿j ol the aco)unts to be reactsl. Slgned: Name: Relevant profes9k)￿l qualificatlonl} or body {rf anyl- AddreB8: IER December 2017

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Exarnine￿s Report Reportto th8tntsteesl member¥ of ',IQ?JUses On accounts for the year ended ber 2021 Charity no lrfanyl 2A2420 PJet out on pages Respective The chaitty's trustees are reSp￿￿e foT the p￿parthn ofthe a(xu)urts. responsibilittes of Thè ehanvs truskes cx)nsbaerthat an athi i8 not reqsJir&Y forthts year trnstses and 8xamlner under secon 144 ofthe Charrbes Act 2011 (the Chani5 Ac) and that an indyndent examinatK)n is It is my responybilty to.. examine the acxi)unts uTrJer3ecbon 145 offv Chanti&s A to fDllow prQKe(lU￿ kid do￿ in Ihe 9enerdl Di[￿)nS gwi by the Charity Commsssion (under sedion 145(5Xbl of Charibes A< and to stste ￿ther paTb(thr malters have m to my krtlitin. Basb ofindependent My ex8rninalion wa5 c4Jt in 9enerd Th"￿tionS gNen examln•es ststement by the Chanty Ccffirnls￿0n. An examinab.on iThJudes a revitrw of accounbng r￿l￿S kept by the th￿rtY a￿1 a (xxryarwi olthe ￿unIS presented with Ihctse rwd5. It akn indude5 CO￿$￿ratiOn of8ny unusual rtems ordisdosuw in Ihe attounts. and 8e8kir¥J explanatiorE from the trustees concemiThJ any such matters. Tl proceJure5 urthtsken do not provkle all the eviderK that￿r)Uld requir&Y in an audit, and (x)rwLnly no opinion ks gNen asto b%etherthe xcounis present 8 Irue and fair aTrJ the rewrt is linited to thjse matters set crt in Inde￿ndent In conneclion with fny examination, material matters have cryn8 to my ¢xaminerf$ st*ement attention I ".} ￿ gN&s cause to ￿E¥e that in. any rnaterial re5 the Charities Ad or the acKxwnts do not •X￿[d a)xJunbThJ rt4xw ith attention shoukl be drawn in orderto enable a proper uThlerstandirvJ ol the ac£ounts to te reacw. dekte Ihe wryds in the brthtsrflhsytk) aPK4y. SIgn￿. Name: Relevant profÈssioD31 quaiificationlsl or body Ilf anyl: Address: IER De¢•mbgr 2017