Trustee application form | PBE Properties

Almshouses provide affordable accommodation to people who might otherwise not have the means, and who meet the criteria set down by the particular Almshouse charity’s Governing Document.

Please return your completed application form to PBE properties Limited 76 Hesleden Avenue, Acklam, Middlesbrough TS5 8RN pbeproperties.co.uk

Data Protection Statement: it is part of the Clerks responsibilities to ensure that applicants for almshouses are suitably qualified under the terms of the charity’s governing document. That individual charities have appropriate Data protection legislation through the ICO.

About charity

Full Name Of Charity including Charity Number

Current Address of charity ( site of the charity)

Correspondence Address of charity (if different to site address)

Number of Trustees

Number of Dwellings

About trustee #1

Name of Trustee #1

Date of birth

Current Address

Previous address if less than three years

Email of trustee

Tel of trustee

About trustee #2

Name of Trustee #2

Date of birth

Current Address

Previous address if less than three years

Email of trustee

Tel of trustee

About trustee #3

Name of Trustee #3

Date of birth

Current Address

Previous address if less than three years

Email of trustee

Tel of trustee

Purpose of enquiry

Reason for enquiry

Is the charity members of the Almshouses Association

Has the charity submitted upto date accounts

Are the charities policies in place and upto date

Provide a brief overview

Please provide a brief overview of the charities aims as governed by the charities trust deed.

Why you should Trust PBE Properties Limited to manage and maintain your almshouse.

PBE Properties Limited is committed to providing the highest standards of care and professionalism to Trustees and residents of Almshouses. PBE Properties Limited is a specialist provider of Administration services to Trustees

If PBE properties limited were to become the Administrator of your charity.

I would handle the day to day management of the charity including any calls from the residents.
I would deal with any repairs and liaise with contractors and maintain a record for each property of the repairs.
I would provide management accounts each month or quarter in the form of a report so that the trustees have full knowledge of any issues that have arisen in the month.
I would initially visit the site once a week to meet the residents so that I get to know the residents. Once I am satisfied that I have a full understanding of the residents and the buildings, I would then visit once a month and attend trustee and residents coffee morning so that the residents get to know me and feel free to raise any issues. If there were any emergencies then I would of course visit the premises.
I would prepare Agenda, Minutes, Administrators Report, for Trustees Meetings.
I would interview any potential residents with the trustees and undertake any references, and maintain a waiting list of potential residents.
I can if you wish set up a client bank account for the charity to handle daily expenses.
I would ensure that the charities governance is upto date and keep records so that charity complies with the Almshouse Association best practice. This will include returns to the charity commission, social housing regulator.
I would assist the Trustees in decision making and look to implement any proposals for example to deregister as a social housing provider.