CHARITY COMMISSION
FOR ENGIAND AND WALES
Trustees. Annual Report for the period
From
1st August 2020 Period start date To 31st July 2021
Period end date
Charity name: JOHN WILLIAM AND MARY JANE ALLISON CHARITY
Charity reglstration number: 500516
Objectives and Activities
SORP referenc8
Summary of the purposes of
the charty a5 set out in rts
ovemin
doGument
Summary of the main
activities in relation to those
purposes for the public
benefit. in particular, the
activlties, projects or
ServI￿S identified in the
accounts.
Statement Confi￿1ng
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para1.17
ProNision of almshouses for the poor and
aged inhabitants of Sutton St James,
Lincolnshire or the nei
hbourhood thereof.
The Charity ha5 only one function , that is to
provide accommodation to three tenants in
properties owned by the charity,which are to
be kept in a good state of repair and rented at
affordable rents to local people.
Pafa 1.17 aTrl
1.19
Para 1.18
Yes, the trustees ensure that the charity
provides a public benefrt, providing
¢omfortable homes at very reasonable rent
for disabled ￿￿pIe on incomes
Additional infomialion loptionall
You ma
choose to indude further statements W￿re relevant about:
No Grants are made the fvnd is solely used for
the upkeep and any future improvements that
would be beneficial to the tenants and the
building structure
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
inv8Stm8nt
Para 1.38
Contribution made by
volunteers
Other

Achievements and Perfonnance
The Trustees have over the last 12 months
been making improvements and necessary
rna1ntenan￿ to ensure that the Properties are
in a good habitual state. These improvements
are to be continued over the next few months.
Summary of the main
achievements of the charity,
idenlifying the drfference the
charity s work has made to
the circumstan￿$ of its
beneficiaries and any wtder
benefits to society as a
whole.
Parn 120
Additional inforniation loptional)
You ma
choose to include further statements where relevant about:
Achievements against
objectives set
Para 1_41
Performan￿ of fundraising
activities against objectNes
set
Para 1.41
Investment performance
against objectives
Para 1.41
OtPkgr

Financial Review
Review of the charity's
financial position at the end
of the
nod
Statement explaining the
policy for holding reserves
statin
wh the are held
Amount of reserves held
Reasons for holding zero
reserves
Details of fund materially in
deficil
Explanation of any
uncertainties aboLrt the
charity continuing as a going
concem
Pwa 1.21
Healthy due to regular rent payments.
Repayment of dorniant account £20000
ent
Para 1.22
No reserves
Para 1.72
None
All monjes in one account
Para 1.22
Para 1.24
Para 1.23
na
Additional infomiation (optional)
You ma choose to include further ststements where relevant about".
ONLY FUNDS RAISED ARE BY RENT
The charity's principal
sources of funds {induding
any fundraising)
Para 1.47
NOW wrrH A STABLE RENT INCOME WILL
LOOK IN 2022 AT INVESTING SOME CAPITAL IN
A SECURE BOND GIVING INTEREST
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
NO RISK AS IT HAS ASSEfs IN PROPERTY
(THREE BUNGALOWS AND ONE PLOTOF LANDI
A descrFPtion of the principal
risks facing the charity
Para 1.46
Other

Structure, Governance and Management
Description of charity's
trusts=
Type of goveming document
Para 1.25
Trust deed
How is the chanty
Gonstituted?
Para 1.25
rat
Trustee selection methods
inGluding details of any
constitutional provisions e.g.
election to post or name of
any person or body entti
to appoint one or more
trustees
Para 1_25
Addltlonal infomiatlon loptlonal)
You ma
choose to indude further statements where relevant aboLrt:
Policies arKI procedures
adopted for the induction
and training of trustees
Para 1.51
The charity's organisational
structure and any wider
nefviork bmth which the
charity works
Pard 1.51
Relationship with any related
parties
Parn 1.51
Other
Reference and Administrative details
Cha
name
Other name the cha
uses
istered charit
numter
Charrty's principal address
John William and Ma
Jane Allison Chartt
500516
11 MARKET PLACE
SPALDING
LINCOLNSHIRE
PE11 1SP

Namos of tho charity trustees who manage the charity
D#te¥ *¢ted rf not forwhole
ear
Trnstee name
Office {If any)
Name of person lor body) entrtled
toa
oint trustee lif an
William Harrison
Chair
Christopher Gaff
Paul fibbs
Victor Campling
10
12
13
14
15
16
17
18
19
20
Co
orate trustees- names of the directors at the date the re
Director name
rtvRsa
roved
Name of truslees holding litle to wopety LElonging to the charity
Tmst88 name
Dates acted if notfor7*thole
ar

Funds held as custodian trustees on behalf of others
Description of the assets
held in this capacty
Name and objects of the
charity on bvhose behalf tr
assets are held and how this
falls within the custodian
charity's objects
Details of a￿angeMentS for
safe custody and
segregation of such assets
from the charitys own
assets
Additional information (optional)
Names and addresses of advisers {Optional infomiation)
Type of
Name
Address
adviser
Name of chlef executive or names of senior staff members {Optional information)
Exemptions from disclosure
Reason for non-disclosure of ke
rsonnel details
Other o
tional information

•bov•.
Signed on b•hall of th• eharity¥ trusts¢s
Signaturèlsl IdA
Full Tram￿$) L. kl
Pgsition (¢9 SgGrBtary.
Chair, et¢)
1021

## Income and expenditure 

||for year|for year|
|---|---|---|
||ending 31st|ending 31st|
||July 2020|July 2021|
|INCOME|||
|Rent|4393.66|13467|
|Tenants deposits|1000||
|Reimbursements|59.5||
|Refund from counci ltax|87.92||
|Natwest interest||81.04|
|Natwest dormant account||20085.82|
|Total income|5541.08|33633.86|
|EXPENDITURE|||
|Bungalow expenses|11112.25|938.22|
|Council tax|1041.31||
|Insurance|598.82|555.3|
|Bank charges|63.23|27.3|
|Total expenses|12815.61|1520.82|
|Income over expenditure for year|-7274.53|32113.04|
|Reconciliation|||
|Bank balance at 31st July 2019|19322.49|12047.96|
|Profit for year ending 31/7/2020|-7274.53|32113.04|
|Balance at 31/7/2020|12047.96|44161|





CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs
report on the accounts
Section A
Independent Examinerfs Report
Report to the trusteesl
members of
JOHN WILLIAM AND MARY JANE ALLISON CHARITY
On accounts for the year
ended
31S July 2021
Charity no
lif any)
500516
Set out on pages
I report to the trustees on my examination of the accounts of the above
charity ("the Trusf) for the year ended
Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation
basis of report of the accounts in accordan￿ with the requirements of the Charities Act
2011 ('the AGr}.
I report in respe¢i of my examination of the Trust's accounts carried out
under sertion 145 of the 2011 Act and in carrying out my examination, I
have followed the applicable Dire¢tions given by the Charity Commission
under section 145{5}{b) of the Act.
I have completed my examination. I confinn that no material matters have
Gome to my attention (other than that disdosed below") in connection with
the examination vthich gives me cause to believe that in. any material
resFÉCt:
accounting records were not kept in accordance with section 130 of
the Act or
the accounts do not accord with the accounting records
Independent
examIne￿S statement
I have no concerns and have come auoss no other matters in connection
with the examination to vthich attention should be dravm in order to enable a
proper understanding of the accounts to be reached.
. Please delete the words in the brackets if they do not apply.
Signed:
Date:
Name:
Mrs Janet
ork
Relevant professional
qualificationls) or l)ody
(rfany):
Address:
59 New Road
Sutton Brjdge
Lincs
PE12 9RQ
IER
October 2018