2025-03-31-accounts

CHARITY COMMISSION FOR ENGLAND AND WALES Trustses. Annual Report for the period From 1*t April 2024 poriod start dats to 31st March 2025 perfod end date Charlty name: The Llllan Holmes Foundatlon Charity registration number: 274917 1. Objectlves and Activities Summary of the purposes of the charrty as set OLrt in its ovemin document Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services idents'fied in the accounts. Statement confinning whether the trustees have had regard to the guidanc• issued by the Charity Commission on public benefit Parn1.17 To provid• houslng for persons of appropriate means and ¢I￿Um5t&n¢8J in accordance with the Trust Deed The Foundatlon manages tho propertles which it owns in accordanco wlth Its declared objects ParnI.174￿j 1.19 Para 1.18 The Trustees have rngard to the Charlty CommSs$lon guldanco In carrylng out tholr duties Addttlonal Infomiatlon loptlonal} You ma choose to indud8 further statements where relevant about. SORP rthr Not appllcable 1.38 Pollcy on grant making Not applirAble Pw•138 Policy on social investment including program related investment Not appIl￿ble Parn 1.3B Contribution made by volunteers

Not appllcable Other 2. Achievements and Perfomiance The Foundatlon ¢ontlnues to provlde a¢¢ommodation to a high standard for elderly persons of appropriate means and ¢i￿Um8tanCo$. Maintsnance, repair and improvement i8SUe8 are dealt with in connectlon wlth the individual bungalows, the estate generally and the services provided. a8 and when required. The Trustees are fortunate In havlng a number of local contractorn who deal wlth such matters promptlyi rollably and efficiently a8 and whon requlred, and, most Importantly* who have the trust of the rosidents. Tho vacancy referred to in last yearf8 rnport remaln8 to be filled for varlous reasons, Includlng th080 mentSon•d pr•viou•ly Summary ofthe main achievements of the chanty, identifying the difference the charity's work has made to the cir¢umstan¢es of tts beneficiaries and any wider benefrts to society as a whole. P•rn 1.YJ Addltlonal Inforniatlon loptlonal) You ma choose to include further Statements W￿re relevant about.. Achievements against objectives set P•rn141 Perfoffnance of fundraising activities against objectives P•rn 1.41 Investment perfonnance against objectives P•rn 1.41 Other

1. Financial Review Review of the charty's financial position at the end of the period Para 1.21 The death of a tenan( as reported last year. has rosulted in reduced rental income received. This. together with expendlture In major renovations and general maintenance Issues has resultsd, for a second year in expendlturn exceedlng that of Income for the year. The Trustees are nevertheless satisfied that the Foundation's financial position remalns ve Having règard to the number and ages of tho Foundation's propertios, and the locallon of Its estat8 on tho flood plaln and immediately adjacent to the River Arun. It18 considered prudent to hold sufficient funds to cover future repalrn, malntsnanca, afterations and Improvements whlch may bè roqulrnd. Tho situation as déscrlbod above Is an axample of thls. Other contlngencles affectlng the estat&, such as legal mattern, may also involve significant expendlture. 11 Is al•0 considered appropriate to hold reservo funds to pernilt addltlons to the Foundatlon'8 portfolio, rf the opportunity arises, oith•r by bulldlng on the Foundation's ox58tlng land or by purchas• of addltlonal Statement explaining the policy for holding reserves stating why they are held Parn 1.22 Amount of reseNes held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Parn 1.22 Parn 1.22 £106 803 Not appllcablo Parn 1.24 Not appllcablo P•r• 1.23 Nono known Addftlonal Inforniatlon (optlon•l) You ma choose to include further statements where relevant about: The charity's principal sources of funds {including any fundraising) Pala 1.47 Investment policy and objectives including any social investment policy adopted Para 1.4

A descripts'on of the principal risks facing the chanty 1.46 Other

1. Structure, Governance and Management Description of charity's trusts.. Type of governing document Para 1.25 Trust Deed How is the charty constitLrted? Ir)Inrated Para 1.25 Trust under a private Will Trust Trustee selection meth(Mls including details of any constitutional provisions e.g. election to post or name of any person or body entrtbd to appoint one or mo trustees Para 1.25 As provided by the Trust De8d Addltlonal Inlomiallon (optlonal) You ma choose to include further Ststements where relevant al)out.' Polirie8 and procedures adopted for the induction and training of trustees P•rn151 The charity's organi8ational structure and any wider ne￿ork with which the chanty works Pwa 1.51 Relalionship with any related parties Pw• 1.51 A8 reported last year, attempts continu• by third party actors to take over the Foundatlon's estate for their own purposes and to tho posslble prejudlce of the provisions of tho Trust De under whlch tho Foundatlon Is constltutsd. It Is Important that the Foundatson remains an inde￿ndent entity and these attempts have been and will be resistod. Other
2. Reference and Administrative details Charit name Other name the chari uses istered chari number Holmes Foundation

Charity's principal address 12 Merfin Close, Tangmere, Chichester. West Sussox, P020 2WA

Names of the charity trustees vtho manage the charity Datss a¢tsd If not forwtrf>l• ear Trust•• nam• Offie• Irf aryl Name of ￿r80￿ lor body) gntitled int trustso ifan Per Trust Deed JSDean Chairnian & Managlng Trustse Administrator CADean G T Allen Per Trust Deed Per Trust Deed 10 12 13 14 15 17 18 19 20 Cor orate trustees - names of the directors at the date the re Dlr•¢tor Mm• rtwasa roved Name of trustees holding trtle to property belonging to the charity Trustee name Mayor. Aldorrnen & Burgesses of the Borough of Arundol

1. Funds held as custodian trustees on behalf of others Description of the assets Not applicable held in this capacty Name and objects ofthe charity on whose behalf the assets are held and how this falls within th8 Custodian charity's objects Not applicab Details of arrangements for safe custody and segregation of such asset8 from the chanty's own assets Not Applicable Additional Infomiatlon (optlonall Names and addr•88u of advlsers (Optlonal Infomiatlon Type of Name Addro advl8er Namo of chlef executive or namM of •enlor •taff memborn {Optlonal Infomiatlon)
2. Exemptions from dlsclosure Reason for non-disdosure of ke rsonnel details
3. Othero tional inforniation

Declarations The trustses declare that they have approved the trustees. report above. Signed on behalf of the chari 's trustees Signature(s Full namels) Posltion (og Secretsry, Chalr, etc) es Stewart Dean Chalm)an Date 28 January 2026

Recei tsand ments accounts CC16a For the pwlod To 01 -24 31-Mar-25 Section A Receipts and payments Unrestrfcted fund• Restricted nds Endowment fund• Total fund• Last year to th• wr••t e Al R•c•l R¥rt Dc¥)8bon Ulilty a•ryKs r•fjJTrJ 26,32S AR) 28,613 21.613 27,370 an A3Pa mont• Ma of renoviicns GèMr•i m•int•Mn¥• Gard￿ maintenar￿0 Wgier & dr8in Administr8bc Inwranr 18,oLK) 20,153 3,215 3.295 1.781 2,721 MI8(41￿j8 3,784 3,076 Sub tot•1 61. 61,OS9 61,645 A4 A•••t •nd Inv••tm•nt Sub total 61.1)59 61,059 51.645 Net of rnc•ipts/(paynF•nts) AS Tran8fèrn ljetwwn fundB A6 Cash fund8 last y•ar •nd Cash funds this year end 24,27 104803 105.803 CCXX Rl a(¥x)unts ISSI 23101r2026

Section B Statement of assets and liabilities at the end of the period Unrestrict•d Restricted funds Endowment tun0$ to rwmt£ Categoflg$ Dgtall8 B1 Cash fund8 10SM03 Total cash funds 105.803 Unmtrld•d R•th¢t•d fund• lund8 Endovmi•nt funds to D••r••t£ Detslls Fund to whkh Co•t loptloMII Curyont volu• onol Detall• Fund to t)etalls Co•t loptlon•ll Cuvr•nlv•lu• on•1 84 A•s•ts rgtaln•d for th• ch•rlty'• own u8• Fund to whkh A￿o￿Ntd￿• Whon due Dgtall8 BO Llabllltl Signed by or trustees th? behaw of all th• trusts8s Svjnature Print Name Date of rov¥l 23￿#￿-26 CCXX R2 8CLxunts {SS} 23101r2028

CHARITY COMMISSION I FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees THÉ HOL￿£% FoU￿jE$￿TIO￿j On accounts for the year ended Ilst ryiorch 2niS Charlty no (If any) 8•t out on pag•8 I report to the trustees on my examination of the accounts of the above Charity (Ihe Trust") for the year ended Re8ponslbllltle• and bagls of report As the tharty8 trustees. you ar8 reswnslbl8 for the preparatlon of the accounts in accordance with the requirements of the Chartti8s Act 2011 (Ihe Acf). I report in r8SP8¢t of my examination of the Trusfs accounts carriéd out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions glven by the Charlty Cornmission under sertion 14515){bl of the Acl. Independent rrhe charfty'8 gross Inccvn8 8XC88d8d £250,000 and l am qualmèd lo examln•rfs statement undertake the examination by belng a qualified member of linsert name of appllcable Ilsted b(KJyll. Debte { J Mnot 8ppHcable. I have completed my examlnatlon. I confirm that no meterial matters have come lo my attention in conn8¢tion wth thè examinats'on {oth8r than that dlsdosed below") which gives Me cause to believe that in, any material respect-. the a¢¢wnting records were not kept in accordance with section 130 of the Charities Act. or the accounts dld nol aC￿[d with the accounting records; or the accounts did not comply with the applicable reqU1￿ments conwning the fom and content of aocounts set out in the Charities (Accounts and Reports) Regulations 2008 othgr than any r8quirement that the accounts givè a 'true and fall view whlch Is not a matter considered as part of an Ind8pendertt examinath)n. I hav8 no concems and have ¢ome across other matt8rs in connection with the examlnation to which attention should be drawn in this report in order to 8nable a proper understsnding of the 8ccounts lo be reached. ' Please del8te the words in the brad¢6ts rfthey do not 8ppIy. Sign•d: 27 112eJ2 Name: eT Ick BALD￿34￿1 C thf Eeced CerE"I &"ed Acca)nto¥it Relevant professlonal qualification(s) or b¢xly IER Oct 2018

(If any): Address: Ll Aveflue is LJest oll Ir fKO Ussex Section 8 Disclosure Only complete if the examinef needs to highli9hl matsrial matters of concem (see CC32, Independent examination of charity acwunts: dir8Ctions and guidance for examin8rs). Glv• hof• brlof detalls of any Items that the 6xamlnérwlsho8 to dl8¢1080. IER Oct 2018