ALCESTER UNITED ALMSHOUSE CHARITY ACCOUI¥4TS FOR THE YEAR ENDED 31 DECEMBER 2023 OO¢£Jo)¢D oo¢ooo OOTtTrknif)r OOVOC ? O? Ik? L(> C* CW Qi a) inr c ¢J ￿ O)E'- a) a> 000)O¢f+OO OOU)CDCWOC o <0 ¢D u> ¢ry ro rOOOO•JOOO 00 &Noooo£> Tt o<(ornw C ¢n r t) CO fr) J )) trj ? ￿ Jc£r££ o>pin >< Occ OLUW UJ E (v (yo J go E po E g0¢0 <-. (D(DOLLSES<5S(9> o(Na) 00(Tr ou) ¢000 Lf) O O CY* O) cg Lr) N cy IO*Ln o o) o u?ci ¢D Alcester United Almshouse Charlty Trustees, Annual report for the year ending 31$t December 2023. This Charily is also known as Alcesler United Charities which incorporates the Smallwood Educational Charity and the Alcester Poors Charity . The Charity Number is 8103638. The financial year began on the 1st of January 2023 and ended on the 31st of December 2023. The Charity's address is clo Mr A G Deeks 34 Henley Street Al￿ster Warwickshire B49 5QY. The names of the Trustees durin Mrs K Car Chair Mrs W Mills Mr M Bowe Mr M Venables Mr M Burden Mr M Burden Mrs T Parkes Mrs K Blake Mrs J Smith Mr A Mills Mr T Forman Revd K M Cross the ear were:_ Town Council Nominee Town Council Nominee Town Council Nominee h Bailiff h Bailiff Low Bailiff Low Bailiff Co-o ted Co-opted Co-o ted CO-O ted Ex-officio Until 1.11.23. From 1.11.23. Until 1.11.23. From 1.11.23. Until 3.7.23. From 3.7.23. The Charity operates under a sealed Scheme of Management dated the 1 gih of May 1982, and subsequent orders, to maintain and manage six almshouses. In 2023, Ihe repairs and maintenance programme of work was continued. The major items of maintenance and repair expense were the repainting of the exterior of the houses and an electrical circuit board replacement and rewiring. The latter was necessary for ensuring safety. In addition there were ongoing items concerning electrical and gas boiler repairs. The annual fire equipment inspection was carried out and out-of-date fire blankets were replaced. The gas ￿ntral heating boilers have been serviced with a Landlord's (Gas Safety) Certificate issued. The residents, own gas appliances were checked by a Gas Safe Registered plumber and all was in order. The residents appear to be very satisfied with the properties and the standard of maintenance and were appreciative of the improvements that were made. During the year the Residents and Trustees held an afternoon tea party which was attended by the Town Mayor. A surplus of £18.783 was made on the running costs of the Charity during 2023; £30.000 was transfe￿ed from the bank account to be added to investments for the future refurbishment and replacement of assets and the continuation of the repair programme. In addition, a sum of £3,750 was transferred to the Cyclical Maintenance Fund as advised by the Almshouses Association specimen budget. Residents, contributions were increased during the year in line with inflation to cover the increasing costs of future repairs and maintenan￿. The combined assets of the Charities showed an increase in value of £240.719 to £1.645,323 mainly due to the increased insurance valuation of the houses and the surplus invested from the bank account. The Trustees approved the report and ratified the accounts at their meeting held on 22nd January 2024. Andrew Gerald Deeks Clerk to the Trustees. William Smallwood Almshouse Charity {810368) Independent examlners report for the year ending 31at Deeember 2023 Respectlve responsibilities of trustees and examlner The charitys trustees are responsible for the prepaTation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is our responsibility to: examine the accounts under section 145 of the Charities Act, to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Chariti¢s Act, and to state whether particular matters have come to our attention. Basis of independent examiner's statement Our examination was carried out in accordance with general Directions given by the Charity Commission. An cxamination includes a review of the accounting records kept by the charity and comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The pr￿edureS undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair, view and the report is limited to those matters set out An the statement below. Independent examiner's ststement In connection with our examination, no matter has come to our attention: which gives us reasonable cause to believe that in, any material respect, the requirements: to keep accounting r¢¢ords in accordance with section 130 of the Charities Act; and to prepar¢ accounts which a¢¢ord with the accounting records and comply with thc accounting requirements of the Charities Act have not been met. or 2. to which, in our opinion, attention should be dram￿ in order to ¢nabl¢ a proper understanding of the accounts to be reached. Krowe Accountants Chartered Certifjed Accountants Grafton House Bulls Head Yard Al¢ester Warwickshire B49 5BX