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2024-12-31-accounts

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

BRIEF REPORT DETAILING THE WORK OF THE TRUSTEES DURING 2024

  1. Trustees: Mrs P Burden, Mr R Butters, (Chairman), Rev L Faulkner, Mr M Hobbs, Mrs N Hobbs, Mr R Leagas, Cllr S Wales replaced Cllr S Webb as Borough Council representative. Clerk: Mrs K Cooper. There were meetings of the Trustees in April an October. There is currently no Linton Park representative Trustee.

  2. Finance

  3. a. CAF Cash account balance at 31/12/2024 - £5,980.40

  4. b. CCLA Deposit Account Balance at 30/12/24 - £42,124.88.

  5. c. COIF Charities Investment Fund Accumulation units. 1396.06 units valued at £363,835.01 at 31/12/2024.

  6. d. M&G Accumulation shares: 10,564 units valued at £1279.00 at 31/12/2024.

  7. e. 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.

  8. f. Clerk’s expenses were paid at £195.00 per month.

  9. g. An equivalent Fair Rent valuation was received from the Rent Office of £190 per week. Consideration is under way to increase the Weekly Maintenance Contribution (WMC) in 2025.

  10. h. Insurance – HIGOS, (now Brown & Brown) insured the property at £1,035.77

  11. i. Charity Commission return for 2023 with Accounts and Annual report submitted in August.

  12. Residents No changes to residents in the year.

  13. Emergency Call System PPP Taking Care, who have a national call centre, continue to provide monitoring of the system at an annual payment of £1,301.89.

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

6. Buildings

K Cooper Clerk to the Trustees July 2025

LIKfoN PARK ALMSHOUSES fw the year ending 31 December 2024 2023 Recelpts 2024 2024 2023 34,333.00 Contributions frorn re9d 36,696.Cil Tenant Services 1.694.43 1,557.51 HeatiTVJ 5,408.67 2,010.11 541.28 4,318.20 1,107.68 566.13 49.40 1,385.55 21.(kS 309.96 Banks CCLA Det#)sfc fvnd Shawbrook CAF Gold 17.28 2,053.09 I,C￿.64 Lifeline 1.301.89 1,233.00 Renova￿￿ Re￿IrS Gardens 17,755.07 673.00 7,021.18 390. Admlnlstratlon 267.00 1,035.77 356.10 25.50 2,535.00 60.00 33.663.82 153.C¥) 966.97 426.28 344.79 2,145.00 60.00 20,289.74 Inwran Tenants Grf(s Other Co*s QNJnt Fee SurpIL￿Idefyjt for the year 6,111.19 15,809.23 £ 36 098.97 39 775.01 £ 39775.01 £ 36098.97 Funds Ststement 031st December 2024 BakitKe @ 1.1.24 £86,856.98 BalarKe in: SuryAus for 2024 6,111.19 £42,124.88 £5,980.40 £44,862.89 £40,071.79 £7,930.94 £38,854.25 CAF ACC¢￿nt 92968.17 £ 86856.98 0.00 Value of InVest￿nts M&G Charity Multi Asset Fund (fornwfy NAAaF) Cost 1974 - £250.00 Converted from income shares Dec 2013 10.564 accumulation shares CCLA Charities Investment Fund £105,(KK) I396.l￿ accumulation shares Marlrt value @ 31.12.2023 mad￿ValUe 31 12 024 Write u £1.184.04 Market VBlue @ 01.01.2024 Market wd11￿ @ 31.12.2024 Wrtte u £346,223.30 £363 835.01 £17 611.71 £94.96 Totsl investment holding at 01/0112024 Total investsn￿ holding at 3111212024 Total wirte u £347.407.34 £365 114.01 £17 706.67 CHAIRMAN: knunts apWoV￿I INDEPENDENT E<AMINER {Report attached) SigneAJ: Name.. Mr R Butters Mrs K Cc( Address: The Bam, Redwall FaM7￿￿Se F(wge C(thge. tinton Hill Redwall Lane, knnton Lintc¥) Maidstone ME17 4AX Maidstone ME17 4AW

CTrIARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of On accounts for the year ended 31.. D6LTh 101 Charfty no (If any) IL24-6 Set out on pages Respective The charitys trustees are responsible for the preparation of the accounts. responsibilities of The charivs trustees Gonsider that an audtt is not required for this year trustees and examiner under section 144 of the Charities Act 2011 {the Chartties Act) and that an independent examination 15 needed. It is my responsibility to= examine the accounts under section 145 of the Charities Act. to follow the procedures laid down in the general Directions given by the Charity Commission (urKler section 145(5)(b) of the Charities AGt, and to state whether particular matters have come to my attention. Basls of Independent My examination was carried out in accordan￿ with general Directions given examine￿$ statement by the Charity Commission. An examination includes a review of the accounting reGords kept by the ¢haiity and a comparison of the accounts presented with those re￿rds. It also indudes consideration of any unusual items or disdosures in the accounts, and seeking explanations from the trustees conceming any such matters. The procedures undertaken do not provide all the eviden￿ that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fairf view and the r8POrt is limited to those matters set out in the statement below. Independent In connection ￿￿th my examination, no material matters have come to my examiner's statement attention ( ') which gives me cause to believe that in,-any material resFect: accounting records were not kept in accordan￿ with section 130 of the Charities Act or the accounts do not accord with the accounting records I have come a¢ross no t)ther matters in connedion with the examination to vthich attention should te dravm in order to enable a proper understanding of the accounts to be reached. pi delete the words in the brnckets rfthey do not apply. Signed: Name: Relevant professional qualification{s} or body (ff any): Address: 7¥£ IER December 2017

LIKfoN PARK ALMSHOUSES fw the year ending 31 December 2024 2023 Recelpts 2024 2024 2023 34,333.00 Contributions frorn re9d 36,696.Cil Tenant Services 1.694.43 1,557.51 HeatiTVJ 5,408.67 2,010.11 541.28 4,318.20 1,107.68 566.13 49.40 1,385.55 21.(kS 309.96 Banks CCLA Det#)sfc fvnd Shawbrook CAF Gold 17.28 2,053.09 I,C￿.64 Lifeline 1.301.89 1,233.00 Renova￿￿ Re￿IrS Gardens 17,755.07 673.00 7,021.18 390. Admlnlstratlon 267.00 1,035.77 356.10 25.50 2,535.00 60.00 33.663.82 153.C¥) 966.97 426.28 344.79 2,145.00 60.00 20,289.74 Inwran Tenants Grf(s Other Co*s QNJnt Fee SurpIL￿Idefyjt for the year 6,111.19 15,809.23 £ 36 098.97 39 775.01 £ 39775.01 £ 36098.97 Funds Ststement 031st December 2024 BakitKe @ 1.1.24 £86,856.98 BalarKe in: SuryAus for 2024 6,111.19 £42,124.88 £5,980.40 £44,862.89 £40,071.79 £7,930.94 £38,854.25 CAF ACC¢￿nt 92968.17 £ 86856.98 0.00 Value of InVest￿nts M&G Charity Multi Asset Fund (fornwfy NAAaF) Cost 1974 - £250.00 Converted from income shares Dec 2013 10.564 accumulation shares CCLA Charities Investment Fund £105,(KK) I396.l￿ accumulation shares Marlrt value @ 31.12.2023 mad￿ValUe 31 12 024 Write u £1.184.04 Market VBlue @ 01.01.2024 Market wd11￿ @ 31.12.2024 Wrtte u £346,223.30 £363 835.01 £17 611.71 £94.96 Totsl investment holding at 01/0112024 Total investsn￿ holding at 3111212024 Total wirte u £347.407.34 £365 114.01 £17 706.67 CHAIRMAN: knunts apWoV￿I INDEPENDENT E<AMINER {Report attached) SigneAJ: Name.. Mr R Butters Mrs K Cc( Address: The Bam, Redwall FaM7￿￿Se F(wge C(thge. tinton Hill Redwall Lane, knnton Lintc¥) Maidstone ME17 4AX Maidstone ME17 4AW

CTrIARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of On accounts for the year ended 31.. D6LTh 101 Charfty no (If any) IL24-6 Set out on pages Respective The charitys trustees are responsible for the preparation of the accounts. responsibilities of The charivs trustees Gonsider that an audtt is not required for this year trustees and examiner under section 144 of the Charities Act 2011 {the Chartties Act) and that an independent examination 15 needed. It is my responsibility to= examine the accounts under section 145 of the Charities Act. to follow the procedures laid down in the general Directions given by the Charity Commission (urKler section 145(5)(b) of the Charities AGt, and to state whether particular matters have come to my attention. Basls of Independent My examination was carried out in accordan￿ with general Directions given examine￿$ statement by the Charity Commission. An examination includes a review of the accounting reGords kept by the ¢haiity and a comparison of the accounts presented with those re￿rds. It also indudes consideration of any unusual items or disdosures in the accounts, and seeking explanations from the trustees conceming any such matters. The procedures undertaken do not provide all the eviden￿ that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fairf view and the r8POrt is limited to those matters set out in the statement below. Independent In connection ￿￿th my examination, no material matters have come to my examiner's statement attention ( ') which gives me cause to believe that in,-any material resFect: accounting records were not kept in accordan￿ with section 130 of the Charities Act or the accounts do not accord with the accounting records I have come a¢ross no t)ther matters in connedion with the examination to vthich attention should te dravm in order to enable a proper understanding of the accounts to be reached. pi delete the words in the brnckets rfthey do not apply. Signed: Name: Relevant professional qualification{s} or body (ff any): Address: 7¥£ IER December 2017