## **Trustees’ Annual Report for the period**
**From 1.1.20 Period start date To 31.12.20 Period end date**
## **Charity name: J M Dixon**
## **Charity registration number: 1092971**
## **Objectives and Activities**
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SORP reference
Summary of the purposes Para 1.17 To benefit the inhabitants of
of the charity as set out Mickleton by making grants to
in its governing institutions within the parish
document
Summary of the main Para 1.17 and Grants made to six institutions
1.19
activities in relation to amounting to £ 9250
those purposes for the
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 Public benefit is considered
whether the trustees annually at the April trustee
have had regard to the meeting
guidance issued by the
Charity Commission on
public benefit
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## **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
Grants made during the year
include grants to
-
Village Hall for the roof
Summary of the main repairs
Para 1.20
achievements of the - Equipment for the school via
charity, identifying the the PTA
-
difference the charity’s WI workshop
work has made to the - Village Young Gardeners
circumstances of its seeds and fencing
beneficiaries and any
wider benefits to society
as a whole.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 Surplus of £6275 transferred to
financial position at the reserves
end of the period
Statement explaining the Para 1.22 Reserves are held for the ongoing
policy for holding maintenance and repairs of our
reserves stating why they properties.
are held
Amount of reserves held Para 1.22 £ 83800
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
## **Structure, Governance and Management**
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Description of charity’s Trust
trusts:
Type of governing Para 1.25 Trust Deed
document
(trust deed, royal
charter)
How is the charity Para 1.25 Trust
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees appointed . Chair elected
methods including details annually.
of any constitutional
provisions e.g. election to
post or name of any
person or body entitled
to appoint one or more
trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name J M Dixon
Other name the charity
uses
Registered charity 1092971
number
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Charity’s principal Kiftsgate Court
address Mickleton
Chipping Campden
Gloucestershire GL55 6LN
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 J Chambers Chair
2 C Hoggins
3 A Stowe
4 C Coldicott
5 R Yates
6
7
8
9
10
11
12
13
14
15
16
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
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Trustee name Dates acted if not for whole
year
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**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **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**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** J G Chambers **Full name(s)** Jonathan Guy Chambers
**Position (eg** Chair **Secretary, Chair, etc)**
**Date** 26.9.21
i-l I
1è5É8 155; S