
## **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<br>Summary of the  Para 1.17 To advance the Roman Catholic<br>purposes of the charity  religion by supporting the charitable<br>as set out in its  activities of the Order of Saint<br>governing document Benedict at the monastery of San<br>Benedetto, Norcia, Italy.<br>Summary of the main  Para 1.17 and  Raising of donations towards the<br>1.19<br>activities in relation to  monastery of Norcia.<br>those purposes for the<br>public benefit, in<br>particular, the activities,<br>projects or services<br>identified in the<br>accounts.<br>Statement confirming  Para 1.18 Yes.<br>whether the trustees<br>have had regard to the<br>guidance issued by the<br>Charity Commission on<br>public benefit<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


**----- Start of picture text -----**<br>
SORP reference<br>All grants are made solely for the<br>Para 1.38 benefit of the monastery at Norcia.<br>Policy on grant making<br>All grants are made solely for the<br>Para 1.38 benefit of the monastery at Norcia.<br>Policy on social<br>investment including<br>program related<br>investment<br>Only the trustees are volunteers for<br>Para 1.38 the charity.<br>Contribution made by<br>volunteers<br>**----- End of picture text -----**<br>




Other 

## **Achievements and Performance** 


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SORP reference<br>The monastery in Norcia was<br>devastated by earthquake, and grants<br>made by the trust have made a<br>Summary of the main  contribution towards the rebuilding.<br>Para 1.20<br>achievements of the  This has benefited the public who are<br>charity, identifying the  able to receive spiritual and human<br>difference the charity’s  support from the activities of the<br>work has made to the  monastery.<br>circumstances of its<br>beneficiaries and any<br>wider benefits to society<br>as a whole.<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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Achievements against  Para 1.41<br>objectives set<br>Performance of<br>fundraising activities  Para 1.41<br>against objectives set<br>Investment performance  Para 1.41<br>against objectives<br>Other<br>**----- End of picture text -----**<br>




## **Financial Review** 


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Review of the charity’s  Para 1.21 Satisfactory.<br>financial position at the<br>end of the period<br>Statement explaining  Para 1.22 The charity does not hold reserves –<br>the policy for holding  all donations are passed on to the<br>reserves stating why  monastery as quickly as possible.<br>they are held<br>Amount of reserves held Para 1.22 Not applicable.<br>Reasons for holding zero  Para 1.22 The charity does not require any<br>reserves reserves – all donations are passed on<br>to the monastery.<br>Details of fund materially Para 1.24 Not applicable.<br>in deficit<br>Explanation of any  Para 1.23 None.<br>uncertainties about the<br>charity continuing as a<br>going concern<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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The charity’s principal<br>sources of funds  Para 1.47<br>(including any<br>fundraising)<br>Investment policy and<br>objectives including any  Para 1.46<br>social investment policy<br>adopted<br>A description of the  Para 1.46<br>principal risks facing the<br>charity<br>Other<br>**----- End of picture text -----**<br>




## **Structure, Governance and Management** 


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Description of charity’s<br>trusts:<br>Type of governing  Para 1.25 Trust deed.<br>document<br>(trust deed, royal<br>charter)<br>How is the charity  Para 1.25 Unincorporated association.<br>constituted?<br>(e.g unincorporated<br>association, CIO)<br>Trustee selection  Para 1.25 New trustees are co-opted by existing<br>methods including  trustees.<br>details of any<br>constitutional provisions<br>e.g. election to post or<br>name of any person or<br>body entitled to appoint<br>one or more trustees<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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Policies and procedures<br>adopted for the induction Para 1.51<br>and training of trustees<br>The charity’s<br>organisational structure  Para 1.51<br>and any wider network<br>with which the charity<br>works<br>Relationship with any  Para 1.51<br>related parties<br>Other<br>**----- End of picture text -----**<br>


## **Reference and Administrative details** 


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Charity name Friends of San Benedetto Norcia.<br>Other name the charity<br>uses<br>Registered charity  1107186<br>number<br>**----- End of picture text -----**<br>




||Charity’s principal<br>address|c/o 19 Orchard Way, North Bradley, Trowbridge,<br>Wiltshire. BA14 0SU.||
|---|---|---|---|
|||||





## **Names of the charity trustees who manage the charity** 


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Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>1 David Forster Chair<br>Benedict  Treasurer<br>2<br>Jennings<br>3 Jessica Dalton Secretary<br>4 Richard Duffield<br>5 Michael Lang<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


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<br>whole year<br>N/A<br>**----- End of picture text -----**<br>




## **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`|<br>`Bank account`<br> <br>|<br> <br>|||||
||<br>|<br> <br>`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`<br>`Details`||`Fund to which `<br>`bel`<br> <br>`Fund to which `<br>`bel `|`asset`<br> <br> `asset`<br>|<br> <br>`Cost (optional)`<br>`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`<br>`behalf of all the trustees`||<br>`Signature`||`Print `|<br>`Name`|<br>`Date of approval`|
||<br> <br>`Venedhict dennines`||<br>`Benedict `|<br> <br> `Jennings`||<br> <br> <br>`5/7/21`|
||<br> <br> <br>`DoA `|<br> <br> `fe AUS`|<br> <br> <br>`[PAD `|<br> <br> <br> <br> `Forster`||<br> <br> <br> <br> <br> <br>`[12/7121`|
|<br>`CCXX R2 accounts (SS)`||<br>`2`|||<br> <br>|<br> <br> <br> <br>`12/07/2021`|





## Independent examiner's report on the accounts 

||Section|Section|Section|Section|A||||||Independent<br>Examiner's<br>Report|Independent<br>Examiner's<br>Report|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Report<br>to<br>members|||||<br>the<br> <br>of||<br>trustees/|||||Friends<br>of<br>San<br>Benedetto.<br>Norcia|
|On||accounts|||||for||<br>the<br>year<br>ended|||5<br>April<br>2021<br>Charityno<br>1107186<br>(if<br>any)|
|||||Set||<br>out<br>on||||<br>pages||<br>1|
|||||||||||||I<br>report<br>to<br>the<br>trustees<br>on<br>my<br>examination<br>of<br>the<br>accounts<br>of<br>the<br>above<br>charity<br>('the<br>Trust")<br>for<br>the<br>year<br>ended|
|Responsibilities<br>basis<br>of<br>report||||||||and||||As<br>the<br>charity's<br>trustees,<br>you<br>are<br>responsible<br>for<br>the<br>preparation<br>of<br>the<br>accounts<br>in<br>accordance<br>with<br>the<br>requirements<br>Of<br>the<br>Charities<br>Act<br>2011<br>(fthe<br>Act").|
|||||||||||||I<br>report<br>in<br>respect<br>of<br>my<br>examination<br>Of<br>the<br>Trust's<br>accounts<br>carried<br>out<br>under<br>section<br>145<br>of<br>the<br>2011<br>Act<br>and<br>in<br>carrying<br>out<br>my<br>examination,<br>have<br>followed<br>all<br>the<br>applicable<br>Directions<br>given<br>by<br>the<br>Charity<br>Commission|
|||||||||||||under<br>section<br>145(5)(b)<br>of<br>the<br>Act.|
||Independent<br>examiner's<br>statement|||||||||||I<br>have<br>completed<br>my<br>examination.<br>I<br>confirm<br>that<br>no<br>material<br>matters<br>have<br>come<br>to<br>my<br>attention<br>in<br>connection<br>with<br>the<br>examination<br>(other<br>than<br>that|
|||||||||||||disclosed<br>below<br>which<br>grves<br>me<br>cause<br>to<br>believe<br>that<br>in.<br>any<br>material<br>respect:|
|||||||||||||•<br>the<br>accounting<br>records<br>were<br>not<br>kept<br>in<br>accordance<br>with<br>section<br>130|
|||||||||||||of<br>the<br>Chanties<br>Act:<br>or|
|||||||||||||•<br>the<br>accounts<br>did<br>not<br>accord<br>with<br>the<br>accounting<br>records:<br>or|
|||||||||||||•<br>the<br>accounts<br>did<br>not<br>comply<br>with<br>the<br>applicable<br>requirements|
|||||||||||||conceming<br>the<br>form<br>and<br>content<br>of<br>accounts<br>set<br>out<br>in<br>the<br>Charities|
|||||||||||||(Accounts<br>and<br>Reports)<br>Regulations<br>2008<br>other<br>than<br>any<br>requirement<br>that<br>the<br>accounts<br>give<br>a<br>'true<br>and<br>fair'<br>view<br>which<br>is<br>not<br>a<br>matter|
|||||||||||||considered<br>as<br>part<br>of<br>an<br>independent<br>examination.|
|||||||||||||I<br>have<br>no<br>concerns<br>and<br>have<br>come<br>across<br>no<br>other<br>matters<br>in<br>connection|
|||||||||||||with<br>the<br>examination<br>to<br>which<br>attention<br>should<br>be<br>drawn<br>in<br>this<br>reporl<br>in<br>order<br>to<br>enable<br>a<br>proper<br>understanding<br>of<br>the<br>accounts<br>to<br>be<br>reached.|
|||||||||||||•<br>Please<br>delete<br>the<br>words<br>in<br>the<br>brackets<br>if<br>they<br>do<br>not<br>apply.|
|||||||||Signed:|||||
||||||||||Name:||||



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

> Address: C 

IER 

Oct 2018 

