Trustees’ Annual Report for the period
From 1.4.2022 Period start date To 31.3.2023 Period end date
Charity name: Daughters of St Francis de Sales Charitable Trust
Charity registration number: 1129384
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1. To advance the Catholic faith for the beneft of the public in accordance with the spiritual principles in the constitution of the society known as the Daughters of St Francis de Sales by any charitable means that the trustees think ft; 2. To advance the Christian education of youth through the provision of grants and bursaries to groups or individuals and by any other charitable means that the trustees from time to time determine; 3. To relieve fnancial hardship, either generally or individually, of people living in the areas of the world where the Daughters of St Francis de Sales carry out their charitable works through grants or through paying for the provision of services, items and facilities; 4. To relieve sickness and physical and mental distress of people living in the areas of the world where the Daughters of St Francis de Sales carry out their charitable works, through grants or through paying for the provision of services, items and facilities. |
| Summary of the main activities in relation to those purposes for the public benefit,inparticular,the |
Para 1.17 and 1.19 |
The Trustees have continued to raise funds through personal donations and other small scale fundraising activities andtoresearch theneedsfor funds |
| activities, projects or services identified in the accounts. |
in the various communities across the world where the Congregation of Sisters (the Daughters of St Francis De Sales) are active in charitable works. During this year funds have been transferred to support the work of the communities in India, specifcally to help in the development of a new care facility in the Mammood area. |
|
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees confrm that they have paid due regard to the Charity Commission guidance on public beneft in deciding what activities the charity should undertake and making plans for distribution of funds in the future. |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the year the Trust has been able to send £50,000 to support the charitable activities of the order of the Daughters of St Francis de Sales in India. The trustees have kept in touch with the order, so as to assess the needs for funds and agree with the superiors of the order the priorities for the use of the charitable funds. There are agreed priorities for the transfer of further funds, which will take place as the needs of the care facility development requires. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | A balance of donations is held at the year end, the top priority for this money is to support the continued development and building of a care home which will be run by the sisters. These needs will be kept under review during the coming year and grants made as and when needed. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | There are no ongoing commitments and the Charity employs no staf, there is therefore no need to retain a level of reserves for the Charity. Note istake on the prevailingrates of |
| exchange in order to maximise the value of transfers of funds abroad and this may infuence the timing of funds being transferred as will the needs of the various projects. |
||
|---|---|---|
| Amount of reservesheld | Para 1.22 | £60,837at the yearend. |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | There are a mix of lay people and sisters from the order of the Daughters of St Francis de Sales who are resident in England. Currently 2 sisters are Trustees both the Chairman and Treasurer are lay people who have relevant competence and experience and a knowledge of the work of the DSFS in its various locations across the world |
Reference and Administrative details
| Charityname | Daughters ofSt Francis de Sales CharitableTrust |
|---|---|
| Other name the charity uses | N/A |
| Registered charitynumber | 1129384 |
| Charity’s principal address | 36, Greenbush Drive, Halesowen, West Midlands B63 3TL |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| David Clarke | Chairman | |||
| Jane Clarke | Treasurer | |||
| Sr Jossy | ||||
| Sr MaryGrace | ||||
– 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
Trustee name Dates acted if not for whole year
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 for N/A 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
N/A
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) Jane Helen Clarke Full name(s) David Anthony James Clarke Position (eg Secretary, Chairman Treasurer Chair, etc)
Date
10.1.24
| Charity Name DAUGHTERS OF ST FRANCIS DE SALES CHARITABLE TRUST |
Charity Name DAUGHTERS OF ST FRANCIS DE SALES CHARITABLE TRUST |
Charity Name DAUGHTERS OF ST FRANCIS DE SALES CHARITABLE TRUST |
No (if any) 1129384 |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 1.4.22 |
To | Period end date 31.3.23 |
||
| Section A Receipts and payments | |||||
| A1 Receipts DONATIONS 100,426 HMRC GIFT AID 4,117 - - - - - - 104,543 - - Sub total - Total receipts 104,543 A3 Payments GRANTS 50,000 COST OF TRANSFERS 33 - - - - - - - Sub total 50,033 - - Sub total - Total payments 50,033 Net of receipts/(payments) 54,510 A5 Transfers between funds - A6 Cash funds last year end 6,327 Cash funds this year end 60,837 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 100,426 4,117 - - - - - - 104,543 - - - 104,543 50,000 33 - - - - - - - 50,033 - - - 50,033 54,510 - 6,327 60,837 |
Last year to the nearest £ |
|
| - | 100,426 | 408 | |||
| - | 4,117 | ||||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 104,543 | 408 | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 104,543 | 408 | |||
| - | 50,000 | 7,000 | |||
| - | 33 | 35 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 50,033 | 7,035 | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 50,033 | 7,035 | |||
| - | - | 54,510 | - 6,627 | ||
| - | - | - | - | ||
| - | - | 6,327 | 12,954 | ||
| - | - | 60,837 | 6,327 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details NATIONAL WESTMINSTER BANK Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 60,837 - - 60,837 OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name DAVID CLARKE JANE CLARKE |
Date of approval |
|---|---|---|
| 4.1.24 | ||
| 4.1.24 | ||
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of DAUGFrrERS OF ST FRANCIS DE SALES CHARITABLE TRUST On accounts fortho yoar ST 31 MARCH 2023 Charity no (if any) 1129384 Set out on 993 I report to the trustees on my examination of the accounts of the abov8 charty (Ihe Twsf) for the year ended 3110312023. Ruponsibilities and As the chanty trustees ofthe Trust, you are responsible for the preparatn basis of r•port of the aczounts in accordance with the requirements of the Chariti8s Act 2011 {Ihe Acr). I report in fesped of my examinat#)n of the Trusfs accounts carTied out under sectK)n 145 of the 2011 Act and in carrying out my examination. I have followed the appIable Directions given by the Charity Comm1881on under sectw)n 145(5Mbl of the Act. I have completed my examin*1. I confimi Ihal materlal matters have come to my attention in conne¢ts"¢)n vthh the examination vthich gives me cause to beIve that in. any material respect.. accounting records were not kept in accwlance with section 130 of the Act or the a¢unt$ do nrA &xord with the accounting records Indopendent oxaminerfs Statement I have no concerns and hav8 com8 across no other matters in connection with the examination to whth attenllon should be drawn in order to enable proper understanding of the accounts lo be reaGhed. Slgned: 21 JANUARY 2024 Name: GRAHAM JONES Relevant profgssional qualrflcation(s) or body (rf any): Addre. 7 ALBION STItEET BRIERLEY HILL DY5 3EE IER October 2018