## ## ## ## |Objecti|ves and Ac|ti|viti|es||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---| |||||SORP reference||||||||| |Summary|of the purposes||of|Para 1.17|To provide housing||||for|persons of||| |the charity|as set. out in its||||appropriate|means|||and|circumstances||in| |overnin|document||||accordance|with||the Trust|||Deed|| |Summary
ofthe main
activities
in relation to those||||Para 1.17and
1.19|The Foundation
which it owns in|||manages
the properties
accordance with its||||| |purposes|for the public||||declared objects|||||||| |benefit,
in|particular,
the|||||||||||| |activities,|projects or services|||||||||||| |identified|in the accounts.|||||||||||| |Statement|confirming|||Para 1.18|The Trustees||have regard||||to the Charity|| |whether the trustees
have|||||Commission||guidance|||on|public benefit|| |had regard to the guidance|||||in carrying out their||||duties|||| |issued
by|the Charity|||||||||||| |Commission
on public||||||||||||| |benefit||||||||||||| |Additional|information|(optional)||||||||||| |You ma|choose to include||further statements||where relevant||about:|||||| |||||SORP reference||||||||| |||||Para 1.38|Not applicable|||||||| |Policy on|grant making|||||||||||| |||||Para 1.38|Not applicable|||||||| |Policy on|social investment|||||||||||| |including|program
related|||||||||||| |investment||||||||||||| |||||Para 1.38|Not applicable|||||||| |Contribution
made by||||||||||||| |volunteers||||||||||||| |Other|||||Not applicable|||||||| ## |Achievements
and Pe|rformance|| |---|---|---| ||SORP reference|| |||The Foundation
continues to provide| |||good quality accommodation
for elderly| |Summary
ofthe main
achievements
ofthe charity,|Para 1.20|persons ofappropriate
means and
circumstances
and maintenance
repair| |identifying
the difference the||and improvement
issues are dealt with in| |charity's
work has made to||connection
with the individual| |the circumstances
of its||bungalows,
the estate generally
and the| |beneficiaries
and any wider||services provided, as and when required.| |benefits to society as a||| |whole.||| ## |Achievements
against|Para 1.41| |---|---| |objectives set|| |Performance
offundraising
activities against objectives|Para 1.41| |set|| |investment
performance|Para 1.41| |against objectives|| |Other|| ## |Finan|cial
Review|cial
Review|cial
Review|cial
Review|cial
Review|cial
Review|||||| |---|---|---|---|---|---|---|---|---|---|---|---| |Review|of the charity's|||||||Para 1.21|The Trustees are satisfied that the||| |financial|position||||at|the end|||Foundation's
financial
position is|(and|| |of the|eriod||||||||alwa s has been
health||| |Statement|||explaining|||the||Para 1.22|Having
regard to the number
and|ages of|| |policy for||holding|||reserves||||the Foundation's
properties,
and|the|| |stating|why|||they|are|held|||location of its estate on the flood|plain|| ||||||||||and immediately
adjacent to the River||| ||||||||||Arun, it is considered
prudent to retain||| ||||||||||sufficient funds to cover future repairs,||| ||||||||||maintenance,
alterations
and||| ||||||||||improvements
which may be needed.||| ||||||||||Other contingencies
e.g. legal issues||| ||||||||||affecting the estate may involve||| ||||||||||significant
expenditure.
It is also||| ||||||||||considered
appropriate
to have reserve||| ||||||||||funds to enable additions to the||| ||||||||||Foundation's
existing portfolio, ifthe||| ||||||||||opportunity
arises, either by building||on| ||||||||||the Foundation's
existing
land or|by the|| ||||||||||urchase ofadditional
ro e||| |Amount|of||reserves|||held||Para 1.22|R$48,708||| |Reasons for holding||||||zero||Para 1.22|Not applicable||| |reserves|||||||||||| |Details|of|fund materially|||||in|Para 1.24|Not applicable||| |deficit|||||||||||| |Explanation||||ofany||||Para 1.23|None||| |uncertainties||||about the|||||||| |charity|continuing||||as a going||||||| |concern|||||||||||| |Additional||||information|||(optional)||||| |You ma||choose|||to|include further statements|||where relevant
about:||| ||||||||||Income generated
from properties|owned|| |The charity*s principal
sources offunds (including||||||||Para 1.47|||| |any fundraising)|||||||||||| ||||||||||None apart from investment
in the||| |Investment
objectives|||policy and
including
any|||||Para 1.46|properties
owned||| |social investment|||||policy||||||| |adopted|||||||||||| ||||||||||Increased expenditure
in repairs and||| |A description||||of the||principal||Para 1.46|maintenance
bearing
in mind the|ages of|| |risks facing||||the charity|||||the properties
owned and their location||| ||||||||||on the flood plain and proximity to the||| ||||||||||River Arun||| |Other|||||||||||| ## |Description
of charity's|||||| |---|---|---|---|---|---| |trusts:|||||| |Type ofgoverning
document||Para 1.25|Trust Deed||| |How is the charity||Para 1.25|Trust||| |constituted?|||||| |Trustee selection methods||Para 1.25|As provided||by the Trust Deed| |including
details of any|||||| |constitutional
provisions|e.g.||||| |election to post or name|of||||| |any person or body entitled|||||| |to appoint one or more|||||| |trustees|||||| |Additional
information|(optional)||||| |You ma
choose to include further statements|||where relevant||about| ||||A Guideline||Document for Trustees sets| ||||out the criteria to be followed for the||| |Policies and procedures|||selection of||new residents| |adopted for the induction|and||||| |training
oftrustees|||||| |The charity's
organisational
structure
and any wider||Para 1.51|||| |network
wit.h which the|||||| |charity works|||||| |Relationship
with any related||Para 1.51|||| |parties|||||| ||||An improved||and more detailed form of| |Other|||application|for the allocation ofvacant|| ||||bungalows|is now used|| ## ## |Charit
name||See
a cone||| |---|---|---|---|---| |Other name the charit
uses||Holmes Foundation||| |Re istered charit|number|See
a cone||| |Chanty's
principal|address|12 Merlin Close, Tangmere,|Chichester,|West Sussex PO20| |||2WA||| |ames|ofthe charity t|rustees who manage the|rustees who manage the|charity|||| |---|---|---|---|---|---|---|---| ||Trustee name|Office (ifany)||Dates acted ifnot for whole
ear|Name
to a|ofperson (or body) entitled
oint trustee
ifan|| ||JSDean|Chairman|8||Per Trust Deed||| |||Managing|Trustee||||| |2|G TAllen||||||| |3|CA Dean|Administrator|||Per Trust Deed||| |4|||||||| |5|||||||| |6|||||||| |7|||||||| |8|||||||| |9|||||||| |10|||||||| |11|||||||| |12|||||||| |13|||||||| |14|||||||| |15|||||||| |16|||||||| |17|||||||| |18|||||||| |19|||||||| |20|||||||| |Name oftrustees
h|olding
title|to property
belonging
to th|e ch| |---|---|---|---| |Trustee name||Dates acted ifnot forwhole|ear| |Ilayor, Aldermen|8||| |Burgesses ofthe|Borough||| |ofArundel|||| ## ## ## ||CHARITY COMMISSION
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Holmes Foundation||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||||||||||Receipts||and pa|ments accounts|||CC&sa| ||||||||||||For|the period
from|1st|rii 2020|To|31st March 2021||| ||~|l||||~|||~|~|~ e|||||||| ||||||||||||Unrestricted
funds|||Restricted
funds|Endowment
funds|Total|funds|Last year| ||||||||||||to the|nearest
6|to the nearest F||to the nearest 5|to the nearest 6||to the nearest
K| |A1|Recei ts|||||||||||||||||| |Rent||||||||||||30,875|||||30,875|26,650| |Interest|||||||||||||||||71|74| |Energy account refund||||||||||||59|||||59|| ||u
tota|||ross income|||||or|||||||||| ||||||||||AR)|||31,005|||||31,005|26,731| |A2|Asset and||investment||||sales,|||||||||||| |see table .||||||||||||||||||| |||||||u||tota||||||||||| |||||Total||receipts||||||31,005|||||31,005|26,731| |A3|Pa ments|||||||||||||||||| |Major renovations||||||||||||||||||10,678| |General maintenance||||||||||||2,T96|||||2,796|23,503| |Garden Maintenance||||||||||||5,300|||||5,300|2,T33| |Water 8drainage||||||||||||3,745|||||3,745|4,000| |Administration||||||||||||5,000|||||5,000|5,650| |Insurance||||||||||||1,772|||||1,772|1,609| |Outings||||||||||||||||||500| |Miscellaneous||||||||||||T91|||||T91|3,088| ||||||Sub|||tofal||||19,404|||||19,404|51,761| |A4|Asset. and||investment|||||||||||||||| ||||||Sub|||fofal||||||||||| |||||Tofal paymenfs||||||||19,404|||||19,404|51,761| ||Net ofreceiptsl(payments)|||||||||||11,601|||||11,601|25,030| |A5|Transfers||between||funds|||||||||||||| |A6|Cash funds|||last year||end||||||137,107|||||137,107|| ||Cash funds this year||||||||end|||148,708|||||148,708|| |s|e|||~|r|~||~
i ~|||~
~|s|~|~||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||||||||Unrestricted||Restricted|||Endowment|| ||||||Details|||||funds
to nearest E||to|funds
nearest f||funds
to nearest|F| |81 Cash|funds||||LLOYDS BANK||PLC||||74,463|||||| ||||||NATIONWIDE|BUILDING SOCIETY|||||74,246|||||| |||||||||Tofal cash|funds||148,708|||||| ||||||(agree balances|||with receipts and payments||||||||| ||||||||||account(s))|||||||| |||||||||||Unrestricted||Restricted|||Endowment|| |||||||||||funds|||funds||funds|| ||||||Details|||||to nearest E||to|nearest E||to nearest|R| |82 Other|monetary assets||||NONE|||||||||||| ||||||Detaiis|||||Fund
asset|to which
belon s|Cost (optional)|||Current value
o tional|| |83 Investment||assets|||NONE|||||||||||| ||||||Details|||||Fund to which
asset belon s||Cost (optional)|||Current value
o tional|| |84Assets retained for the|||||FREEHOLD BUNGALOWS|||||||||||| |charity's|own|use|||1-8FITZALAN||ROAD, ARUNDEL|||||||||| ||||||WESTSUSSEX|||||||||||| |||||||||||Fund|to which|Amount||due|When due|| ||||||Details|||||liabili|relates||o tional||o tional|| |85 Liabilities|||||NONE|||||||||||| |Signed by one or two trustees
behalf of all the trustees|||on||||Signature||||Print|Name|||Date of
a
roval|| ||||||||||||JAMES STEWART||DEAN||21/12/2021||