## 

## 

## 

## 

## 

## 

|Objectives and|Activ|itie|s|||
|---|---|---|---|---|---|
||||SORP reference|||
|Summary<br>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<br>document||||benefit ofthe town ofCirencester|as the|
|||||Trustees<br>in their discretion<br>think|fit.|
|Summary<br>of the main<br>activities<br>in relation to those|||Para 1.17and<br>1.19|The Trustees met regularly<br>throughout<br>the year to make informed<br>decisions,||
|purposes<br>for the public||||consider distribution<br>offunds and to||
|benefit,<br>in particular,|the|||review the Charity's<br>investments.||
|activities, projects or||||||
|services identified<br>in|the|||||
|accounts.||||||
|Statement<br>confirming|||Para 1.18|In planning<br>the Charity's<br>activities for||
|whether the trustees|have|||the year the Trustees kept in mind the||
|had regard to the guidance||||Charity Commission's<br>guidance|on|
|issued<br>by the Charity||||public benefit.||
|Commission<br>on public||||||
|benefit||||||



## 



## 

|Achieve|ments<br>and Per|formance|||||
|---|---|---|---|---|---|---|
|||SORP reference|||||
||||The achievements<br>ofthe Charity|||are|
||||indicated<br>by|grants made as disclosed|||
||||in the accounts and in summary|||these|
|Summary<br>ofthe main<br>achievements<br>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<br>of its|||people ofCirencester||being - f57,910||
|beneficiaries<br>and any wider|||||||
|benefits to society as a|||||||
|whole.|||||||



|Achievements<br>against|Para 1.41|
|---|---|
|objectives set||
|Performance<br>offundraising<br>activities against objectives|Para 1.41|
|set||
|Investment<br>performance|Para 1.41|
|against objectives||
|Other||





## 

|Financial<br>Review|Financial<br>Review|||||||
|---|---|---|---|---|---|---|---|
|Review ofthe charity's|||Para 1.21|The Trustees||reviewed the Charity's||
|financial<br>position at|the end|||financial|position at the end||ofthe|
|ofthe period||||period and it||was considered|to be|
|||||satisfacto||||
|Statement<br>explaining|the||Para 1.22|By virtue|of the nature ofthe Charity the|||
|policy for holding<br>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<br>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<br>of any|||Para 1.23|None||||
|uncertainties<br>about the||||||||
|charity continuing<br>as a going||||||||
|concern||||||||



## 

|The charity's<br>principal<br>sources offunds (including|Para 1.47|
|---|---|
|any fundraising)||
|Investment<br>policy and<br>objectives<br>including<br>any|Para 1.46|
|social investment<br>policy||
|adopted||
|A description<br>ofthe principal|Para 1.46|
|risks facing the charity||
|Other||





## 

## 

|Structure,<br>Governance|and Man|agement||||||
|---|---|---|---|---|---|---|---|
|Description<br>of charity's||||||||
|trusts:||||||||
|Type Of gOVerning<br>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,<br>CIO||||||||
|Trustee selection methods|Para 1.25|New trustees'|are|appointed|by|the||
|including<br>details of any||existing trustees||by resolution||having||
|constitutional<br>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 <br>adopted for|procedures<br> the induction|procedures<br> the induction|Para 1.51|
|---|---|---|---|
|and training|oftrustees|||
|The charity's<br>structure<br>and||organisational<br> any wider|Para 1.51|
|network<br>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<br>ear|Name <br>to a|ofperson (or body) entitled<br>oint trustee<br>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<br>ofthe assets||None||
|held<br>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<br>ofsuch assets||||
|from the charity's<br>own||||
|assets||||



## 

|Names and ad|dresses<br>ofadviser|s<br>(Optional<br>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 <br>asset|to which<br> helen s||C|(<br>i|||Current value<br>o tional|
|B3Investment||assets||||Investec|Portfolio|||Valuation|||||Endowment|||||458,477|||062,687|
|||||||Details||||||||||Fund <br>asset|to which<br> baton s||Cost (optional)||||Current value<br>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 <br>the trustees||two trustees|on|behalf|ofall||||Si||at|e||||||Print|Name||||Date of<br>a<br>r val|





## 

## 

## 






