## **Trustees’ Annual Report for the period**
**From: 1 April 2023 To: 31 March 2024**
## **Charity name: Ann Crowe's and Wright's Almshouse Charity**
## **Charity registration number: 279346**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To
provide
poor
persons,
who
are
inhabitants of the Ancient Parish of Enfield,
with an almshouse at a modest weekly
contribution
rate.
The
charity
has
a
preference
to
provide
some
of
the
almshouses to widows who are not less than
60 years of age.|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|The
charity’s
main
activities
are
the
prevention or relief of poverty through
providing an almshouse.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|In determining the charity’s activities, the
trustees have had regard to the guidance
issued by the Charity Commission on public
benefit.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
## **Achievements and Performance**
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SORP reference
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|**Achievements and Performance**|**Achievements and Performance**|**Achievements and Performance**|
|---|---|---|
|SORP reference|||
||||
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|During the year the charity was able to
provide ten almshouses to poor residents in
the locality.
Also, the trustees were able to maintain
these almshouses to ensure they were at an
acceptable standard for the residents.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||||
|---|---|---|
|Achievements against
objectives set|Para 1.41||
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|During the year, the charity had receipts of
£97,680 (2023: £88,891) and expenditure of
£55,972 (2023: £36,389). This resulted in a
surplus of receipts of £41,708 (2023:
£52,502).|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Charity does not have an explicit
reserves policy, but looks to retain sufficient
funds to meet all expenditure in the
foreseeable future.|
|Amount of reserves held|Para 1.22|At the year end the bank balances amounted
to £292,112 (2023: £250,404).|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
**Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
||||
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47||
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Trust deed|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Trust as an unincorporated charity.|
|Trustee selection methods
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|Para 1.25|Appointed by existing trustees.|
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Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures
adopted for the induction and Para 1.51
training of trustees
The charity’s organisational
structure and any wider Para 1.51
network with which the
charity works
Relationship with any related Para 1.51
parties
**----- End of picture text -----**
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
||||
|Policies and procedures
adopted for the induction and
training of trustees|Para 1.51||
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charity name|Ann Crowe's and Wright's Almshouse Charity|
|---|---|
|Other name the charity uses||
|Registered charity number|279346|
|Charity’s principal address|The Old Vestry Office
22 The Town
Enfield
EN2 6LT|
## **Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Ms SJ Attwood JP Chair
2 P Edwards
3 J Tanner Vice -Chair Appointed 14 May 2024
4 Ms S Doran
5 Cllr H Yusuf Resigned 15 May 2024
6 GS Hill
7 Ms A Whitehorn
8 JF McGrath
9 Cllr M Rye
10 Ms C Byamukama
11 N Maunder Taylor
12 J Eustance
13 C Parker Vice-Chair Resigned 14 May 2024
14 Dr P O' Mahony
Cllr G Amin Appointed on 15 May
15
2024
D Hargreaves Appointed on 27
16
November 2023
17
18
19
20
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– Corporate trustees names of the directors at the date the report was approved
**Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
|Description of the assets
held in this capacity|Properties at 1-4 Almshouse Lane, Turkey Street, Enfield
and 346 – 356 Hertford Road, Enfield.|
|---|---|
|Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|The Official Custodian for Charities, is registered to the
above properties, as custodian on behalf of the trustees of
The Old Enfield Charitable Trust (‘TOECT’) (see below
regarding the related party transactions). TOECT in turn
holds the properties as custodian for the charity.|
|Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets|The properties may not be sold or transferred without the
consent of the Charity Commissioners.|
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
## **Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## Related party transaction:
The Trustees confirm that there were no related party transactions during the year, other than the administration charges of £10,572 (2023: £9,474) from The Old Enfield Charitable Trust, a charity in which the Trustees are also Trustees of that charity.
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|Mrs Susan Attwood, JP
Mr John Tanner|
|---|---|
||Mrs Susan Attwood, JP
Mr John Tanner|
||
Chair
Vice-Chair|
||30 September 2024|
||30 September 2024|
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Ann Crowe's and Wright's Almshouse Charity No (if any)
Receipts and payments accounts CC16a
For the period 01/04/2023 31/03/2024
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Contributions from Occupiers 82,489 - - 82,489 79,114
Dividends and Interest 8,320 - - 8,320 7,574
Interest 6,871 - - 6,871 2,203
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for AR) [ 97,680 ] - - 97,680 88,891
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 97,680 - - 97,680 88,891
A3 Payments
Almshouse expenses 38,520 38,520 24,939
Administration charges 10,572 - - 10,572 9,650
Accountancy - - - - 1,800
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 49,092 ] - - 49,092 36,389
A4 Asset and investment
purchases, (see table)
Investment purchase 6,880 - - 6,880
- - - -
Sub total [ 6,880 ] - - 6,880 -
Total payments 55,972 - - 55,972 36,389
Net of receipts/(payments) 41,708 - - 41,708 52,502
A5 Transfers between funds - - - - -
A6 Cash funds last year end 250,404 - - 250,404 197,902
Cash funds this year end 292,112 - - 292,112 250,404
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CCXX R1 accounts (SS)
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on behalf
of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Mr John Tanner, Vice-Chair
Signature
Mrs Susan Attwood, JP, Chair
**Details**
Land and buildings
**Details**
M&G Investments - Charity Multi Asset
Barclays Current Account
COIF Deposit Account
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
M&G Investments - Charity Multi Asset
M&G Investments - Bolloert's Bequest
M&G Investments - Charity Accumulation|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**137,119**
**-**
**154,993**
**-**
**-**
**-**
**292,112**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**Permanent**
**-**
**Permanent**
**-**
**Permanent**
**-**
**Unrestricted**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**Permanent**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Mrs Susan Attwood, JP, Chair
Mr John Tanner, Vice-Chair|**Endowment**
**funds**
**to nearest £**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**8,357**
**420**
**135,714**
**187,947**
**Current value**
**(optional)**
**2,770,000**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
30/09/2024
30/09/2024|
CCXX R2 accounts (SS)
2
## **IE**
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees/ ANN CROWE'S AND WRIGHT'S ALMSHOUSE CHARITY members of**
**On accounts for the year 31 March 2024 ended Set out on pages 1 to 2 of CC16a form**
**Charity no 279346 (if any)**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2023.
**Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation of **basis of report** the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act; or
- the accounts do not accord with the accounting records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
**Signed:** Alfonso Del Basso 30 September 2024 **Date: Name:** Alfonso Del Basso **Relevant professional** Chartered Certified Accountant **qualification(s) or body** Jones Hunt & Keelings, Chartered Certified Accountants and Chartered Tax **Address:** Advisers, Broad House, 1 The Broadway, Old Hatfield, Hertfordshire AL9 5BG
1
**IER**