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

3. 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

4. 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
5. 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

6. 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)
7. Exemptions from dlsclosure
Reason for non-disdosure of ke
rsonnel details
8. 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•ryK*s r•fjJTrJ
26,32S
AR)
28,613
21.613
27,370
an
A3Pa
mont•
Ma
of renov*iicns
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