Trustees’ Annual Report for the period
From April 2020 To April 2021
Charity name: Friends of San Benedetto Norcia
Charity registration number: 1107186
Objectives and Activities
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SORP reference
Summary of the Para 1.17 To advance the Roman Catholic
purposes of the charity religion by supporting the charitable
as set out in its activities of the Order of Saint
governing document Benedict at the monastery of San
Benedetto, Norcia, Italy.
Summary of the main Para 1.17 and Raising of donations towards the
1.19
activities in relation to monastery of Norcia.
those purposes for the
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 Yes.
whether the trustees
have had regard to the
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:
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SORP reference
All grants are made solely for the
Para 1.38 benefit of the monastery at Norcia.
Policy on grant making
All grants are made solely for the
Para 1.38 benefit of the monastery at Norcia.
Policy on social
investment including
program related
investment
Only the trustees are volunteers for
Para 1.38 the charity.
Contribution made by
volunteers
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Other
Achievements and Performance
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SORP reference
The monastery in Norcia was
devastated by earthquake, and grants
made by the trust have made a
Summary of the main contribution towards the rebuilding.
Para 1.20
achievements of the This has benefited the public who are
charity, identifying the able to receive spiritual and human
difference the charity’s support from the activities of the
work has made to the monastery.
circumstances of its
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 Satisfactory.
financial position at the
end of the period
Statement explaining Para 1.22 The charity does not hold reserves –
the policy for holding all donations are passed on to the
reserves stating why monastery as quickly as possible.
they are held
Amount of reserves held Para 1.22 Not applicable.
Reasons for holding zero Para 1.22 The charity does not require any
reserves reserves – all donations are passed on
to the monastery.
Details of fund materially Para 1.24 Not applicable.
in deficit
Explanation of any Para 1.23 None.
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:
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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
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Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 Trust deed.
document
(trust deed, royal
charter)
How is the charity Para 1.25 Unincorporated association.
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 New trustees are co-opted by existing
methods including trustees.
details 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 Friends of San Benedetto Norcia.
Other name the charity
uses
Registered charity 1107186
number
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| Charity’s principal address |
c/o 19 Orchard Way, North Bradley, Trowbridge, Wiltshire. BA14 0SU. |
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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 David Forster Chair
Benedict Treasurer
2
Jennings
3 Jessica Dalton Secretary
4 Richard Duffield
5 Michael Lang
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
N/A
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
N/A
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Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements N/A 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) David Forster Full name(s) David Forster
Position (eg Chair Secretary, Chair, etc)
Date 12[th] July 2021
Unrestricted |
Unrestricted |
Restricted funds |
Endowment |
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Categories |
Details |
funds |
funds |
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to nearest |
£ |
to nearest £ |
to nearest £ |
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B1 Cash funds |
Bank account |
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Total cash funds |
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(agree balances with receipts and payments account(s)) |
OK |
OK |
OK |
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Unrestricted |
Restricted funds |
Endowment |
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funds |
funds |
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Details |
to nearest |
£ |
to nearest £ |
to nearest £ |
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B2 Other monetary assets |
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B3 Investment assets |
DetailsDetails |
Fund to whichbelFund to whichbel |
assetasset |
Cost (optional)Cost (optional) |
Current value |
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B4 Assets retained for the |
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charity’s own use |
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Fund to which |
Amount due |
When due |
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Details |
liability relates |
(optional) |
(optional) |
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B5 Liabilities |
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Signed by oneortwotrustees onbehalf of all the trustees |
Signature |
Print |
Name |
Date of approval |
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Venedhict dennines |
Benedict |
Jennings |
5/7/21 |
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DoA |
fe AUS |
[PAD |
Forster |
[12/7121 |
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CCXX R2 accounts (SS) |
2 |
12/07/2021 |
Independent examiner's report on the accounts
| Section | Section | Section | Section | A | Independent Examiner's Report |
Independent Examiner's Report |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Report to members |
the of |
trustees/ |
Friends of San Benedetto. Norcia |
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| On | accounts | for | the year ended |
5 April 2021 Charityno 1107186 (if any) |
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| Set | out on |
pages |
1 |
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| I report to the trustees on my examination of the accounts of the above charity ('the Trust") for the year ended |
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| Responsibilities basis of report |
and | As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements Of the Charities Act 2011 (fthe Act"). |
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| I report in respect of my examination Of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, have followed all the applicable Directions given by the Charity Commission |
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| under section 145(5)(b) of the Act. |
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| Independent examiner's statement |
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that |
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| disclosed below which grves me cause to believe that in. any material respect: |
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| • the accounting records were not kept in accordance with section 130 |
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| of the Chanties Act: or |
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| • the accounts did not accord with the accounting records: or |
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| • the accounts did not comply with the applicable requirements |
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| conceming the form and content of accounts set out in the Charities |
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| (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter |
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| considered as part of an independent examination. |
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| I have no concerns and have come across no other matters in connection |
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| with the examination to which attention should be drawn in this reporl in order to enable a proper understanding of the accounts to be reached. |
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| • Please delete the words in the brackets if they do not apply. |
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| Signed: | ||||||||||||
| Name: |
Relevant professional qualification(s) or body (if any):
Address: C
IER
Oct 2018