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2021-04-05-accounts

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.

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
Categories Details funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds
Bank account






Total cash funds
(agree balances with receipts and payments account(s)) OK OK OK
Unrestricted Restricted funds Endowment
funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets
B3 Investment assets Details
Details
Fund to which
bel

Fund to which
bel
asset

asset


Cost (optional)
Cost (optional)
Current value
B4 Assets retained for the
charity’s own use
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities
Signed by oneortwotrustees on
behalf of all the trustees

Signature
Print
Name

Date of approval


Venedhict dennines

Benedict


Jennings



5/7/21



DoA


fe AUS



[PAD




Forster






[12/7121

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
Report
to
members

the

of

trustees/
Friends
of
San
Benedetto.
Norcia
On accounts for
the
year
ended
5
April
2021
Charityno
1107186
(if
any)
Set
out
on

pages

1
I
report
to
the
trustees
on
my
examination
of
the
accounts
of
the
above
charity
('the
Trust")
for
the
year
ended
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").
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
under
section
145(5)(b)
of
the
Act.
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
disclosed
below
which
grves
me
cause
to
believe
that
in.
any
material
respect:

the
accounting
records
were
not
kept
in
accordance
with
section
130
of
the
Chanties
Act:
or

the
accounts
did
not
accord
with
the
accounting
records:
or

the
accounts
did
not
comply
with
the
applicable
requirements
conceming
the
form
and
content
of
accounts
set
out
in
the
Charities
(Accounts
and
Reports)
Regulations
2008
other
than
any
requirement
that
the
accounts
give
a
'true
and
fair'
view
which
is
not
a
matter
considered
as
part
of
an
independent
examination.
I
have
no
concerns
and
have
come
across
no
other
matters
in
connection
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.

Please
delete
the
words
in
the
brackets
if
they
do
not
apply.
Signed:
Name:

Relevant professional qualification(s) or body (if any):

Address: C

IER

Oct 2018