## **Trustees Annual Report**
## **From 6[th] April 2020 to 5[th] April 2021**
## **Section A – Reference and Administration Details**
Tempests of Broughton Charitable Trust
Registered Charity Number 1136752
Estate Office Broughton Hall Estate Skipton Yorkshire BD23 3AE
Trustees acting in the year
Roger Tempest Piers Tempest
## **Section B – Structure, governance and management**
The charity is constituted as a Trust governed by a Trust Deed
Trustees are appointed by resolution
## **Section C – Objectives and activities**
The objects of the charity are to benefit such organisations and projects that are charitable according to the laws of England and Wales and in particular in the advancement of the Roman Catholic Faith.
The support of organisations and projects that are charitable according to the laws of England and Wales means that by definition the objects of the charity are of benefit to the public.
The Trustees have had regard to the guidance issued by the Charity Commission on public benefit
## **Section D – Achievements and Performance**
Donations to the charity raised £109,344
There were charitable donations of £1,240 the costs of upkeep of the Broughton Chapel added up to £390. The costs of upkeep and plans for the Manse added up to £12,947. There were bank charges of £494.
The Charity has surplus funds of £96,131 to be used in the next period. Any surplus funds are held on deposit to earn interest until required.
Signed on behalf of the Trustees
## ~~Ac~~
> Roger Tempest (Dec 29, 2021 09:54 GMT-3) Piers Tempest (Dec 29, 2021 13:02 GMT)
Roger H Tempest
Piers Tempest
Date: 23[rd] December 2021
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees of** The Tempests of Broughton Charitable Trust ~~sd~~ **On accounts for the year** 5[th] April 2021 **Charity no** 1136752 **ended (if any)** ~~eeee ee~~ **Set out on page** 2 ~~po~~ **Respective** The charity's trustees are responsible for the preparation of the accounts. **responsibilities of** The charity’s trustees consider that an audit is not required for this year **trustees and examiner** under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to:
- examine the accounts under section 145 of the Charities Act,
- to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
- to state whether particular matters have come to my attention.
**Basis of independent** My examination was carried out in accordance with general Directions given **examiner’s statement** by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
- **Independent** In connection with my examination, no matter has come to my attention
- **examiner's statement** (other than that disclosed below *) 1. which gives me reasonable cause to believe that in, any material respect, the requirements:
- to keep accounting records in accordance with section 130 of the Charities Act; and
- to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
- have not been met; or
2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
**Signed: Date:** Dec 23, 2021 ~~a~~ **Name:** David Wootton ~~OO~~ **Relevant professional** Associate of the Chartered Institute of Management Accounts (ACMA) **qualification(s) or body (if any):** ~~a~~ **Address:** Maple Cottage, Main Street, Wray, Lancaster, LA2 8QA ~~—~~
1
## **Annual Accounts for the Period From 6th April 2020 to 5th April 2021**
Tempests of Broughton Charitable Trust Registered Charity Number 1136752
## **Section A Statement of financial activities**
|**Descriptions by natural category**
Note
**Incoming resources**
Donations, legacies and Grants
Fundraising events
S01
**Resources expended**
Donations and Grants
Wages, salaries, pensions and NI
Repairs and maintenance
Professional fees
bank charges and interest
S02
S03
S04
S05
S06
S07
S08
S09
S10
**_Total funds carried forward_**
**_Total incoming resources_**
**_Total resources expended_**
**_Net incoming/(outgoing) resources_**
**_before transfers_**
**_Gross transfers between funds_**
**_before other recognised gains/(losses)_**
**Other recognised** **gains/(losses)**
Gains and losses on revaluation of fixed
Gains and losses on investment assets
**_Net movement in funds_**
**Total funds brought forward**|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**£**
**£**
**£**
F01
F02
F03|**Total this year**
**£**
F04|
|---|---|---|
||60,518
48,826
-
-
-|109,344
-|
||||
||60,518
48,826
-|109,344|
||1,240
-
-
240
-
-
873
300
-
-
12,224
-
494
-
-||
|||1,240
240
1,173
12,224|
|||494|
||||
||2,847
12,524
-
57,671
36,302
-|15,371
93,973|
||||
||-
-
-|-|
||||
||57,671
36,302
-|93,973|
||-
-
-
-
-
-||
|||-
-|
||||
||57,671
36,302
-|93,973|
||1,862
-
-||
|||1,862|
||||
||59,533
36,302
-|95,835|
2
**----- Start of picture text -----**
Total last year
£
F05
6,339
-
6,339
3,940
240
463
-
491
5,134
1,205
-
1,205
-
-
1,205
657
1,862
**----- End of picture text -----**
2
## **Annual Accounts for the Period From 6th April 2020 to 5th April 2021**
Tempests of Broughton Charitable Trust Registered Charity Number 1136752
## **Section B Balance sheet**
||||Note|**Total this year**|**Total last year**|
|---|---|---|---|---|---|
|||||**£**|**£**|
|||||F01|F02|
|**Current assets**||||||
|**Cash at bank and in hand**||B08||95,835|1,862|
||**_Total current assets_**|B09||95,835|1,862|
|||||||
|**_Net current assets/(liabilities)_**||B11||95,835|1,862|
|||||||
|**_Total assets less current liabilities_**||B12||95,835|1,862|
|||||||
||**_Net assets_**|B15||95,835|1,862|
|**Funds of the Charity**||||||
|**Unrestricted funds**||B16||59,533|1,862|
|**Designated funds**||B17||-|-|
|**Total unrestricted funds**||||59,533 1,862|59,533 1,862|
|**Restricted income funds (Note 12)**||B18||36,302|-|
|**Endowment funds (Note 12)**||B19||-|-|
|||||||
||**_Total funds_**|B20||95,835|1,862|
|Signed by one or two trustees on behalf of all the
trustees||||Signature|Date of
approval|
||Roger Tempest|Roger Tempest (Dec 29, 2021 09:54 GMT-3)
~~_~~|||Dec 29, 2021|
||Piers Tempest|Piers Tempest (Dec 29, 2021 13:02 GMT)|||~~D~~ec 29, 2021|
3
**Section C Notes to the accounts**
## Note 1 **Basis of preparation**
## _**This section should be completed by all charities** ._
## **1.1 Basis of accounting**
These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordance with:
- Accounting and Reporting by Charities – Statement of Recommended Practice (SORP 2005);
- and with Accounting Standards
- and with the Charities Act.
## **1.2 Change in basis of accounting**
There has been no change to the accounting policies (valuation rules and methods of accounting) since last year
## **1.3 Changes to previous accounts**
No changes have been made to accounts for previous years .
## Note 2 **Accounting policies**
|Note 2**Accounting policies**||
|---|---|
|**INCOMING RESOURCES**||
|**Recognition of incoming**|These are included in the Statement of Financial Activities (SoFA) when:|
|**resources**|· the charity becomes entitled to the resources;|
||· the trustees are virtually certain they will receive the resources; and|
||· the monetary value can be measured with sufficient reliability.|
|**Incoming resources with**
**related expenditure**|Where incoming resources have related expenditure (as with fundraising or
contract income) the incoming resources and related expenditure are
reported gross in the SoFA.|
|**Grants and donations**|Grants and donations are only included in the SoFA when the charity has|
||unconditional entitlement to the resources.|
|**Tax reclaims on donations**|Incoming resources from tax reclaims are included in the SoFA at the same|
|**and gifts**|time as the gift to which they relate.|
|**Contractual income and**|This is only included in the SoFA once the related goods or services have|
|**performance related grants**|been delivered.|
|**Gifts in kind**|Gifts in kind are accounted for at a reasonable estimate of their value to the|
||charity or the amount actually realised.|
||Gifts in kind for sale or distribution are included in the accounts as gifts only|
||when sold or distributed by the charity.|
||Gifts in kind for use by the charity are included in the SoFA as incoming|
||resources when receivable.|
|**Donated services and**|These are only included in incoming resources (with an equivalent amount|
|**facilities**|in resources expended) where the benefit to the charity is reasonably|
||quantifiable, measurable and material_._The value placed on these|
||resources is the estimated value to the charity of the service or facility|
||received.|
|**Volunteer help**|The value of any voluntary help received is not included in the accounts but|
||is described in the trustees’ annual report.|
|**Investment income**|This is included in the accounts when receivable.|
|**Investment gains and losses**|This includes any gain or loss on the sale of investments and any gain or loss|
||resulting from revaluing investments to market value at the end of the|
|**Section C**|**Notes to the accounts (cont)**|
|---|---|
|**EXPENDITURE AND LIABILITIES**||
|**Liability recognition**|Liabilities are recognised as soon as there is a legal or constructive|
||obligation committing the charity to pay out resources.|
|**Grants with performance**|Where the charity gives a grant with conditions for its payment being a|
|**conditions**|specific level of service or output to be provided, such grants are only|
||recognised in the SoFA once the recipient of the grant has provided the|
|**Grants payable without**|These are only recognised in the accounts when a commitment has been|
|**performance conditions**|made and there are no conditions to be met relating to the grant which|
|**ASSETS**||
|**Tangible fixed assets for use**|These are capitalised if they can be used for more than one year, and cost|
|**by charity**|at least £500. They are valued at cost or a reasonable value on receipt.|
|**Investments**|Investments quoted on a recognised stock exchange are valued at market|
||value at the year end. Other investment assets are included at trustees'|
|**Stocks and work in progress**|These are valued at the lower of cost or market value.|
## Tempests of Broughton Charitable Trust Trustees Report 2020-21
Final Audit Report
2021-12-29
Created: 2021-12-23 By: David Wootton (david@woottonandco.com) Status: Signed Transaction ID: CBJCHBCAABAAPrsnaGO-89LxyNd_kwJHtV1kku9zoKbd
## "Tempests of Broughton Charitable Trust Trustees Report 202021" History
## Document created by David Wootton (david@woottonandco.com)
2021-12-23 - 17:25:02 GMT- IP address: 185.217.159.159
## Document e-signed by David Wootton (david@woottonandco.com)
Signature Date: 2021-12-23 - 17:26:40 GMT - Time Source: server- IP address: 185.217.159.159
## Document emailed to Roger Tempest (rogertempest@broughtonhall.co.uk) for signature
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## Email viewed by Roger Tempest (rogertempest@broughtonhall.co.uk)
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## Email viewed by Roger Tempest (rogertempest@broughtonhall.co.uk)
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## Document e-signed by Roger Tempest (rogertempest@broughtonhall.co.uk)
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## Document emailed to Piers Tempest (pt@tempestpartners.net) for signature
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## Document e-signed by Piers Tempest (pt@tempestpartners.net)
Signature Date: 2021-12-29 - 13:02:19 GMT - Time Source: server- IP address: 85.255.236.43
## Agreement completed.
2021-12-29 - 13:02:19 GMT