| Objectiv | es and | Activ | itie | s | s | |||
|---|---|---|---|---|---|---|---|---|
| SORP reference | ||||||||
| Summary | ofthe purposes | of | Para | 1 17 | The objects ofthe Trust are exclusively | |||
| the charity as set out | in its | charitable objects and | purposes | for the | ||||
| governing | document | benefit ofthe town of | Cirencester | as the | ||||
| Trustees in their discretion think |
fit. | |||||||
| Summary activities |
ofthe main in relation to those |
Para 1.19 |
1.17 and | The Trustees met regularly throughout the year to make informed decisions, |
||||
| purposes | for the public | consider distribution | offunds and to | |||||
| benefit, in particular, |
the | review the Charity's investments. |
||||||
| activities, | projects or | |||||||
| services | identified in |
the | ||||||
| accounts, | ||||||||
| Statement confirming |
Para | 1.18 | In planning the Charity's activities for |
|||||
| whether | the trustees | have | the year the Trustees | kept in mind the | ||||
| had regard io the guidance |
Charity Commission's | guidance | on | |||||
| issued by the Charity | public benefit. | |||||||
| Commission on public |
||||||||
| benefit |
| ou ma c |
ho | ose to | include fu | rther statement |
|---|---|---|---|---|
| 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 |
| chievements and Per |
formance | ||
|---|---|---|---|
| SCRP reference | |||
| The achievements ofthe Charity |
are | ||
| indicated by grants made as disclosed in the accounts and in summary these |
|||
| Summary ofthe main |
Para 120 | were:- | |
| achievements ofthe charity, identifying the difference the charity's work has made to the circumstances ofits |
Made to various small charities and organisations for the benefit ofthe people ofCirencester being - f78,300 |
||
| beneficiaries and any wider |
|||
| benefits to society as a | |||
| whole. |
| Achievements against |
Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising activities against objectives |
Para 1.41 |
| set | |
| Investment performance |
Para 1.41 |
| against objectives | |
| Other |
| inancial Review |
|||||||||
|---|---|---|---|---|---|---|---|---|---|
| Review ofthe charity's | Para | 1 21 | The Trustees | reviewed the Charity's |
|||||
| financial position at the end |
financial | position at | the end | ofthe | |||||
| ofthe period | period and it | was considered | to be | ||||||
| satisfacto | |||||||||
| Statement explaining the |
Para | 1 22 | By virtue | ofthe nature of | the Charity the | ||||
| policy for holding reserves stating why they are held |
Trustees do not consider hold reserves in addition |
it necessary to to the invested |
|||||||
| ca ital ofthe |
Charit | . | |||||||
| Amount of reserves held |
Para | 1 22 | None | ||||||
| Reasons for holding zero | Para | 1.22 | As above | ||||||
| reserves | |||||||||
| Details of fund materially | in | Para | 1.24 | None | |||||
| deficit | |||||||||
| Explanation of any |
Para | 1.23 | None | ||||||
| uncertainties about the |
|||||||||
| charity continuing as a going |
|||||||||
| concern |
| The charity's principal |
||
|---|---|---|
| sources of funds (including |
Para | 1.47 |
| any fundraising) | ||
| Investment policy and objectives including any |
Para | 1.46 |
| social investment policy |
||
| adopted | ||
| A description ofthe principal |
Para | 1 46 |
| risks facing the charity | ||
| Other |
| Structure, Governa |
nce | and Manag | ement | |||||
|---|---|---|---|---|---|---|---|---|
| Description ofcharity's |
||||||||
| trusts: | ||||||||
| Type ofgoverning document |
Para 1.25 | Trust Deed dated | 1915 December | 2008 | ||||
| trust deed, royal charter How is the charity |
Para 1.25 | By Will Trust | ||||||
| constituted? | ||||||||
| (e.g unincorporated | ||||||||
| association, CIO |
||||||||
| Trustee selection methods | Para 1.25 | New trustees' | are | appointed | by | the | ||
| including details of any constitutional provisions election to post or name |
e.g. of |
existing trustees by resolution having regard to the new trustees' personal professional qualifications. |
and | |||||
| any person or body entitled | ||||||||
| to appoint one or more | ||||||||
| trustees | ||||||||
| Additional information |
(optional) | |||||||
| You ma choose to include further statements |
where relevant | about: |
| Policies and adopted for |
procedures the induction |
procedures the induction |
Para 1.51 |
|---|---|---|---|
| and training | oftrustees | ||
| The charity's structure and |
organisational any wider |
Para 1.51 | |
| network with |
which the | ||
| charity works | |||
| Relationship | with any related | Para 1 51 | |
| parties | |||
| Other |
| Charit | name | name | The Mrs K D Winstone | Charitable | Trust | ||
|---|---|---|---|---|---|---|---|
| Other name | the charit | uses | None | ||||
| Re istered | chadit | number | 1129746 | ||||
| Charity's | principal | address | 7 Dollar Street | ||||
| Cirencester | |||||||
| Gloucestershire | |||||||
| GL7 2AS |
Names of the charity trustees who manage the charity Dates acted if not for whole ear Name of person lor body) tntttled toa oint trustee ifan Tfustee name Office lif any) P T Beckerlegge APlves A J Chapel Chaimian Trustee Trustee 10 12 14 16 17 18 20 Cor orate trustees - names of the directors at the date the re Dlrector name ortwasa roved Name of trustees holding title to property belonging to the charity Oates acted if not for whole Trustee name ear
| Funds held as custodian | Funds held as custodian | trustees | on behalf ofothers |
|---|---|---|---|
| Description ofthe assets |
None | ||
| held in this capacity |
|||
| Name and objects ofthe | N/A | ||
| charity on whose behalf | the | ||
| assets are held and how | this | ||
| falls within the custodian | |||
| charity's objects | |||
| Details ofarrangements | for | N/A | |
| safe custody and | |||
| segregation of such assets |
|||
| from the charity's own |
|||
| assets |
| Names and add | resses ofadvisers |
(Optional information) | ||
|---|---|---|---|---|
| Type of | Name | Address | ||
| adviser | ||||
| Investment | Investec Wealth | 25 Imperial Square, Cheltenham, | Glos GL501QZ | |
| Broker | ||||
| Accountants | Wenn Townsend | 5 Gosditch Street, Cirencester, | Glos GL7 2AG | |
| Solicitors | Sewell Mullings | 7 Dollar Street, Cirencester, | Glos GL7 2AS | |
| Logic LLP | ||||
| Name ofchief | executive or names | of senior staff members | (Optional information) |
| Unrestricted | Unrestricted | |||||||
|---|---|---|---|---|---|---|---|---|
| Categories | Details | funds | ||||||
| to neareal d | ||||||||
| 81Cash funds | ||||||||
| tty,eet | ||||||||
| Total cash | funds | |||||||
| (sass bahama urh Ismrpm snd parmosa | ||||||||
| ~onwr(s)) | ||||||||
| Unrestricted | ||||||||
| funds | ||||||||
| Details | to nsmsst g | |||||||
| 82Other monster)f assets | Ckwessar Open Air Pool (lsslrldsd | |||||||
| grant mpelnbls Ifpmpmty ask!wbhkl 21 |
||||||||
| Fans ofgina bang nods) | ||||||||
| new Srawwy Aru (loaekaad gnus | ||||||||
| rspsyaids ifpmputy sokl whldn 21 |
||||||||
| years d grant being made) | ||||||||
| Cunsnt value | ||||||||
| Details | ||||||||
| 83investment | assets | klvsmao Pore'dlo Vsluoaon | 1,12$,tge | |||||
| Detaas | Fund towhish easel bolo |
Cost (opaonal) | ||||||
| 84Assets retained forthe charity's | ||||||||
| own use | ||||||||
| 85Uahllltles | Details Warm Townsend -~ |
Fund towhish Saba mlalos |
Amount dus I |
When duo anal |
||||
| Sswst Muangs togs - Qwk | ||||||||
| Signed blmlew |
by one or | two bustees on behalf ofall the | Signature | Name | Dale of I |
|||
| ttP-r | EECkaZkSt)C e | |||||||
| CCXXR2 | SS | 14182022 |