| Objectives and | Activ | itie | 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 ofCirencester | as the | |||
| Trustees in their discretion think |
fit. | ||||
| Summary of the main activities in relation to those |
Para 1.17and 1.19 |
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 to the guidance | Charity Commission's guidance |
on | |||
| issued by the Charity |
public benefit. | ||||
| Commission on public |
|||||
| benefit |
| Achieve | ments and Per |
formance | ||||
|---|---|---|---|---|---|---|
| SORP reference | ||||||
| The achievements ofthe Charity |
are | |||||
| indicated by |
grants made as disclosed | |||||
| in the accounts and in summary | these | |||||
| Summary ofthe main achievements ofthe charity, |
Para 1.20 | were:- | ||||
| identifying | the difference the | Made to various small | charities | and | ||
| charity's | work has made to | organisations | for the benefit of | the | ||
| the circumstances of its |
people ofCirencester | being - f57,910 | ||||
| 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 |
| Financial Review |
Financial 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 | of the nature ofthe Charity the | |||
| policy for holding reserves |
Trustees | do not consider it necessary to | |||||
| stating why they are | held | hold reserves | in addition to the invested | ||||
| ca ital ofthe | Chari | ||||||
| Amount of reserves |
held | Para 1.22 | None | ||||
| Reasons for holding | zero | Para 1.22 | As above | ||||
| reserves | |||||||
| Details offund 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 offunds (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, Governance |
and Man | agement | |||||
|---|---|---|---|---|---|---|---|
| Description of charity's |
|||||||
| trusts: | |||||||
| Type Of gOVerning dOCument |
Para 1.25 | Trust Deed dated | 19'" December | 2008 | |||
| trust deed, ro al 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 |
existing trustees | by resolution | having | ||||
| constitutional provisions e.g. |
regard to the | new | trustees' | personal | and | ||
| election to post or name of | professional | qualifications. | |||||
| any person or body entitled | |||||||
| to appoint one or more | |||||||
| trustees |
| 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 | The Mrs K D Winstone | Charitable | Trust | ||
|---|---|---|---|---|---|---|
| Other name the charit | uses | None | ||||
| Re istered charit | number | 1129746 | ||||
| Charity's | principal | address | 7 Dollar Street | |||
| Cirencester | ||||||
| Gloucestershire | ||||||
| GL7 2AS |
| mes | ofthe charity tru | stees who manage | the charity | |||
|---|---|---|---|---|---|---|
| Trustee name | Office (ifany) | Dates acted ifnot for whole ear |
Name to a |
ofperson (or body) entitled oint trustee ifan |
||
| PTBeckerlegge | Chairman | |||||
| AP Ives | Trustee | |||||
| AJ Chapel | Trustee | |||||
| 4 | ||||||
| 5 | ||||||
| 6 | ||||||
| 7 | ||||||
| 8 | ||||||
| 9 | ||||||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| 18 | ||||||
| 19 | ||||||
| 20 |
| 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 of arrangements | for | N/A | |
| safe custody and | |||
| segregation ofsuch assets |
|||
| from the charity's own |
|||
| assets |
| Names and ad | dresses ofadviser |
s (Optional information) |
||
|---|---|---|---|---|
| Type of | Name | Address | ||
| adviser | ||||
| Investment | Investec Wealth | 25 Imperial Square, Cheltenham, | Glos GL50 1QZ | |
| Broker | ||||
| Accountants | Wenn Townsend | 5Gosditch Street, Cirencester, | Glos GL7 2AG | |
| Solicitors | Sewell Mullings | 7 Dollar Street, Cirencester, | Glos GL7 2AS | |
| Ltd |
| ~ | e | ~ | ~ | ~ | ~ | ~ | ~ | ~ | ~ | ~ | ~ ~ | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | |||||||||||||||||||||
| Categories | Details | funds | funds | funds | |||||||||||||||||||
| to nearest 6 | to | nearest | 6 | to nearest 6 | |||||||||||||||||||
| B1Cash | funds | Solicitors Client Account | 166,348 | ||||||||||||||||||||
| Investec | 74,330 | ||||||||||||||||||||||
| Uoyds Bank | 152,028 | ||||||||||||||||||||||
| Total | cash | funds | 383,087 | ||||||||||||||||||||
| (agree | balances | wiln receipts and payments | |||||||||||||||||||||
| accovnt(s)) | |||||||||||||||||||||||
| Unrestricted | Restricted | Endowment | |||||||||||||||||||||
| funds | funds | funds | |||||||||||||||||||||
| Details | to nearest 6 | to | nearest | 8 | to nearest 8 | ||||||||||||||||||
| B2Other | monetary assets | Cirencester | Open | Air Pool | (restricted | 630,000 | |||||||||||||||||
| grant repayable | if | property | sold within 21 | ||||||||||||||||||||
| years of | grant being | made) | |||||||||||||||||||||
| New Brewery Arts | (restricted | grant | 436,500 | ||||||||||||||||||||
| repayable | ifproperty | sold within 21 | |||||||||||||||||||||
| years of | grant being | made) | |||||||||||||||||||||
| Details | Fund asset |
to which helen s |
C | ( i |
Current value o tional |
||||||||||||||||||
| B3Investment | assets | Investec | Portfolio | Valuation | Endowment | 458,477 | 062,687 | ||||||||||||||||
| Details | Fund asset |
to which baton s |
Cost (optional) | Current value o tional |
|||||||||||||||||||
| B4Assets retained for the | charity's | ||||||||||||||||||||||
| own use | |||||||||||||||||||||||
| Fund | to | which | Amount | due | When due | ||||||||||||||||||
| Details | liebili | relates | o tional | o tional | |||||||||||||||||||
| B5Liabilities | Wenn Townsend | - | Accountants | unrestricted | 1,500 | ||||||||||||||||||
| Seweli Mullings | Logic - Clerk | unrestricted | 15,000 | ||||||||||||||||||||
| Signed by one or the trustees |
two trustees | on | behalf | ofall | Si | at | e | Name | Date of a r val |