## **Trustees’ Annual Report for the period** **From 1 January 2021 Period start date To end date** ## **31 December 2021 Period** **Charity name: St Margaret’s** ## **Charity registration number: 1130509** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Yes, trustees are all aware**| ## **Additional information (optional)** You may choose to include further statements where relevant about: 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 Other ## **Achievements and Performance** SORP reference Summary of the main achievements of the charity, identifying the difference the charity’s work has made to Para 1.20 the circumstances of its beneficiaries and any wider benefits to society as a whole. **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**See auditor’s report**
**solvent**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|| |Amount of reserves held|Para 1.22|| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|| |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|| ## **Additional information (optional)** You may choose to include further statements where relevant about: Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other ## **Reference and Administrative details** |Charity name|St Margaret’s| |---|---| |Other name the charity uses|| |Registered charity number|1130509| |Charity’s principal address|2 St Margaret’s Road
Prestwich
Manchester
M25 2QB| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Margaret Anne
Orrell|Treasurer||committee| ||David
McConville|Church Warden||committee| ||Laurel Avery|Church Warden||committee| ||Joan Evans|Secretary||committee| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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 held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements 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)** M A Orrell **Full name(s)** Margaret Anne Orrell **Position (eg Secretary,** treasurer **Chair, etc) Date** 06/10/22 ST.MARGARET'S AND ST. GEORGE'S ACCOUNTS 2021 |**RECEIPTS**|Note|Note|Unrestricted|Designated|Restricted|Total|Total| |---|---|---|---|---|---|---|---| ||||Funds|Funds|Funds|2021|2020| |**Voluntary Receipts**|||||||| |Planned Giving||a|39,628.50|||39,628.50|40051| |Collections at Services||b|960.40|||960.40|1294| |All othergiving/|||||||| |voluntaryreceipts||c|3,180.64|||3,180.64|62594| |Gift Aid recovered||d|10,745.00|||10,745.00|12131| ||||54,514.54|-||54,514.54|116070| |Activities for|||||||| |generatingfunds||e|3,373.92|80.00||3,453.92|6224| |Investment Income||f|3.21|21.07|112.42|136.70|1112| |Church Activities||g|20,321.62|||20,321.62|14086| |Other Receipts|||||||| |**TOTAL RECEIPTS**|||78,213.29|101.07|112.42|78,426.78|137492| |**PAYMENTS**|||||||| |**Church Activities**|||||||| |Parish Share||i|46,000.00|||46,000.00|45100| |Clergyand Staffing|||||||| |Costs||j|4,262.10|||4,262.10|4207| |Church RunningExp||k|36,619.83|211.92||36,831.75|52378| |Church House costs||l|4,005.04|||4,005.04|4305| |Mission & Donations||m|376.00|||376.00|96| |Cost of Generatingfunds||n|-||||72| |Char/Xmas Payts|||635.40|||635.40|| |**TOTAL PAYMENTS**|||91,898.37|211.92|-|92,110.29|106158| |**EXCESS OF PAYMENTS**|||||||| |**OVER RECEIPTS**|||13,685.08
-|110.85
-|112.42|13,683.51
-|31335| ||||||||| ||||||||| |**Balances B/F 01.01.2021**|||88,500.29|40,457.91|215,823.83|344,782.03|| |**BalancesC/F 31.12.21**|||74,240.24|40,478.98|215,936.25|330,655.47|| ||||||||| ||Current a/c||41,869.18|||41,869.18|56,237.00| ||Reserve a/c||32,154.17|||32,154.17|32,151.00| ||CBF Dep(Churchyard)||||215,936.25|215,936.25|215,824.00| ||CBF Dep (Sedgwick)|||40,478.98||40,478.98|40,458.00| ||Cash||216.89|||216.89|112.00| ||||74,240.24|40,478.98|215,936.25|330,655.47|344,782.00| ||||||||| ||||Church House insured for||11,820,000.00||| ||||Church House insured for||2,960,000.00||| ||||St Georges insured for||5,910,000.00||| |||Approved byPCC on and signed on their behalf by|||||| ||||||||| ||||||||| ||||||||| |||**Revd Deborah Sandercock Pickles**|||||| |||**Vicar**|||||| Independent Examinerfs Report to the Parochlal Church Councll of the Parish of St Margaret. Holyrood. Prestwich I reportonthe accounts of the Churth for thé year ended 31 December 2021 whth are set out on pa£e I to 3 Respective ReSPo￿lbIlItieS of Tntstees (pca and Examinep. The church's trustas are responsible for the Preparntk￿ of the accoiints. The thurch's t￿￿**$ conslder that an audlt is not reouired forthts year under sedlon 144(2) of the ChaTSties Art 2011 (the 2011 Act) and thrt an Indep•ndent ex•minatityi Is ne￿ed. It Is my resI￿r￿(lIty to-. Examlrh• the •Cr￿urtts (under se¢tkn 125 of th• 2011 Actl: To fouow th• ProC￿ureS lald down in the General Oirectlons Oven b¥ tha Charlty Commi551oners (under section 14515){bl of the 2011 Art); and To state whether partiadar matters have come to my attentlon. Basls of Independent Examlnerfs report My examltwtion was carried out In accordance wtth the genernl Dlrectlons ￿vert by the Ch•rity Comrnlsslon. An examination indudes a r•vlew of the accounting records kept bv the Chartty lthe PCC) and a comparhon of the accounts presented wlth those records. It al Indudes conslderation of any unuyjal Items or dlxlosures In the ac£ounts and seeking explanatlons from you astrustees concernlng any such matters. The procedures undertaken do not PrO￿de all th• •vld•nce that would be required in an audit and consèquently no opinion is 8lven as to vthethar the accounts present a'true and fair view and the report is Hmited toth05e matters set wt In the statement below. Independent examlnerfs ststement In Connecti￿ wlth my examlnatlon. no matter has come to rny attentlon whith me reasonable ￿U5• to believe that in any material respect the requlrements to keep accountin% records In accordanee wlth 5ectlon 130 of the 2011 Acl and to prepare accounts whith aLrord wlth accountlng records and comply with the accounting requiremonts of the 2011 Act, have not been met; or to whlth, In my oplnion. attention should be drawn In order to enable a proper understsndlng of the ac£ounts to be reathed. (Name) fLL21)JThJ (Date) i J41 zo >1 HttrXtI£STc4I Tr12¥ 39*