Annual reports & accounts

Eight quiet years of accounts, one for each year.

Our annual reports are short, plain, and filed on time each year with the Charity Commission. The full statutory accounts are available on the public register for charity 220042; the summaries below are our own letters to donors and the wider Oswestry community.

A stack of slim annual reports tied with a green linen ribbon, sitting on a slate windowsill in the trustees' office.
Eight years of annual reports, tied with the trustees' ribbon.

For the year ending 31 March 2025, our reported income was £63,708 and our reported expenditure was £134,089. The difference was a deliberate, trustee-authorised spend on the preparation work for the Eure's Row roof appeal and a small one-off thermal upgrade in Smale's Cottages. We expect 2025/26 to return to a closer balance.

2025

Annual Report · Year ending 31 March 2025

Income £63,708 · Expenditure £134,089 · Two new residents · Roof appeal opened · One trustee retirement (December).

Download PDF (1.4 MB)
2024

Annual Report · Year ending 31 March 2024

Income £61,250 · Expenditure £96,400 · One new resident · Damp survey of all ten cottages · Library walker rotation.

Download PDF (1.3 MB)
2023

Annual Report · Year ending 31 March 2023

Income £58,910 · Expenditure £84,200 · Two oak window-frames replaced · Hearth & Hand reaches 12 befrienders.

Download PDF (1.2 MB)
2022

Annual Report · Year ending 31 March 2022

Income £55,400 · Expenditure £73,500 · Three new residents · Coal merchant change · Return to in-person trustee meetings.

Download PDF (1.2 MB)
2021

Annual Report · Year ending 31 March 2021

Income £52,100 · Expenditure £58,400 · Pandemic year · Trustees met by telephone · No new residents.

Download PDF (1.1 MB)
2020

Annual Report · Year ending 31 March 2020

Income £49,800 · Expenditure £61,200 · One new resident · Garden bench rebuilt by Thomas from old roof timbers.

Download PDF (1.0 MB)
2019

Annual Report · Year ending 31 March 2019

Income £47,200 · Expenditure £52,300 · Mavis Allbright appointed at No. 3 · First trustees' away-day in Welshpool.

Download PDF (0.9 MB)
2018

Annual Report · Year ending 31 March 2018

Income £45,800 · Expenditure £48,100 · End of the day-centre trial · Apology issued to the volunteers · First strategy review since 2003.

Download PDF (0.9 MB)

A note on our reserves

We hold approximately twenty months of running costs in unrestricted reserves, in line with the Almshouse Association's guidance. The Eure's Row roof appeal is held separately as a restricted fund. We do not hold investments in extractive industries or in tobacco. The accumulated fund is managed in a low-cost income portfolio by a Shropshire-based investment manager, who waives their fee on the first £150,000 under management as a quiet act of patronage. We are grateful.

How to inspect the full accounts

The full statutory accounts, signed by the trustees and independently examined, are available on the Charity Commission's public register at register-of-charities.charitycommission.gov.uk. A printed copy of any year may be requested by post from the Beatrice Street office; please allow up to ten working days.

If you'd like to leave a legacy in your will, our treasurer will write to you privately.

[email protected]