A¥L nJa Tirni 6 1%.) CHARITY COMMISSION FOR ENGLAND WALES Trustees. Annual Report for the perlod From 11 Aprll 2023 P•rkM1 start dat• To 31•1 PAarch 2024 Perlod end date Charlty name: Honourablg Company of Glouce8t•rshlre Charltabl• TnASt Chaflty rn918tr•llon numb•r. 1147656 Oblectlv08 and Actlvltl08 Summary of tr Pufposes ol , P•F• 1 17 the chanty as set (XA fft rts govemirKJ dcrtument The al )y charrtablè purFx)8• is beMfic4al ID C4ynmunrty In th& County ol GteSterShi1• #nd th• CThty of Soulh GS>J¢05tershire mKIJMg... -th• •Jvanc•m•nl ol •ducatM)n tramiN4 -the •Jvancement of the arts, lIV & hertage -thé •Jvancement of heallh & BAViTrJ of Iw88 .the 8Ovancement of amateur Sport -th¢ con8eTh8tw ol htstorK l)uildiry$ WKI •rt -the preVenn aor lie1 of rK)verty -the devek?pnnl ond iryro4Emenl ol conmtsnity lati(lI and 8ocl conditn• Summary of the maln acbvrties In latiOn lo th08• purp08es for the wblic benefit. In pwbcuLgr, the es. prqects or serwces identified in the P•rn 1 17 1 19 Th• •¢ll¥ts• of IN Iru81••6 w• •wntially to award grants and lo v#brt proi•cts wlhef to 88sass Ihe ol a pjtential b•n•fic the appltatson s1•3• Of kn lolkMT aft•r • grani Statement confimlry éfrother the truslees have h•d regard to Ihe guidan issued by the Charrty Cwimts5icffj on benefit V4h•n conwOerm9 •P$icatY) for gr•rrt¥, the trysttts have conwiiently inclL#Jed n their dthb8raUons the rwuifement Ihat the N)plicwl be opwalin9 for ihe F#lIC ban•fil d•fin•d by lh• cAty ComMissn Addltion•l Infom)•tion {optlonal) You may choose to fftclude further 8lat•ments tr• rel8v ab(Mrt: JI grnThts ar• o)ntsM1•r•d aKVtr•l ty th• tre at quarterfy nwtings klDSt grnnls are for wnounts up to £1,000 wrth. In exc4plnal circumstances, an uwer lmrt of £2.twJo All grpnts are required lo the PJfP)ge of the Trust as JLvnmon*d abo Policy on gr¥bt makw¥J
Achievements and Perfonnance Dunry 2023r24. 9rants toi81ing £37,375 The m8ionty wwe lor prop¢ts for th• ' impfoveffwl of life ts the disadvantwJed lolallino £21, 100 whth, In line the abry poly consisted (rf wnall grants of £1.iJJJ or l•ss | Trust also nj anrbual n6• the OLrtslanding iyk thal Cad organis913 do - £1,625 , In the arts antj heni•3e field. grants of £9.000 made, which inclLths amDrwJ olh¢f thir45, ,. nging and crfchestral perfommnces Ouring Ihe yèar a schemé to support craft appntIce8 was estsbltstd In total £5.4 was awarded to asssl ol equipment 8nd training costs The wwje varlety of grnnts all m1•r# to wnprove lives and the en¥ironrrrt ol Ihe peoplo of Gknucestefshire, wlh 8Fal emph8815 th8 a1van9¢j merthrs Summary ol the main achievements of the charity. Klentrfying the drtIenCe the tharity s woth has made to the circumstances ol rt6 bon8faTrS and any widor benefits to gocty as Pw• 1.20 Financial Review i Re¥ of the thanty's i financial posits'on at the •nd ol the penod PwAi Th• finan of th• Trust were Str9. alllwh grants made from the General Fund exceeijed con1nb)n8 made that lund Th•r• conllt)w8 lo an iDcreage in applicaths. perhaps r•fl•cbro Ihe general ecmomic ¢ondilh)fts. The Resln(ed Funds have m¢re85&Y and wll bé used lo fund lut1hw grants to apprent•$ Statemerrt explainiTrJ the policy for hold1r resèrves slating why they are held P1?? Th• Irusthos vnsh to k••p reser¥W in the Genefal Fund ol approximalely hall a year's income In de to Oe at4e to reSpd rf there an exceplb)nal need This target has been The reserye hekl in Ihe Re$lrKted Fund T11 be sèd lo make anDL1 grants Over the Mxt tén Amount of reserves held P• 1.22 Genernl FuJ., £15,614 •r*J Reslrrted F.. £46,152.. Addftlonal Infonnallon (optlonall You may choose to Include fiJrthef slalements wtrÈre relevanl about.. , The Incl@ ol Ihè Trusl cotros In the fomi dor$ ty rnbel5 of the Honournbbp I Coryany of GIol•s1•rSThlT, which Is stncty | geparats from the Trust Members are expected , lo make a minimum annual donation to the Trust, ack1c41 dona1K$ The chanty'$ pnntspal sources of funds (induding any lundraising) P•r• 147 ' The prmcipal nsk lo the Trusl bé th• hqu¥Jats( of the Hourable Company of Gk)ucestershire with the consequent absénc• ol ' annual donatK5 to Ihe TrLryt ' A de5cnpban ol the wncipal nsks faciry the tharity P¥• 1.46
Structur•, Gov•rnanc• and M•nag•m•nt Desulptl(m ol d))rlty'S TY ol g¢>¥Ing dment P•r* 1.2$ (tr1 dee¢J, rtyai ¢narter} TnJ81 Owj da1j 12th M•ch 2012. Suppknl CW tJ•i¢d 8b S&yemW 2015 •nd SuFplemenlal Oee05 ijated 2fid Febnwy 2022 arrtl Jun• 2022. H<yw is the charty , conslrtuted? Pw• 1.25
rat Ji5LbcWI 1 Truslee selection methods InclLKling detsils of afty constrtuti(vwl prowwns e g. election Io p05t or name of any person or body enbtled lo apwnl one m¢xe tru8teo8 126 Every tru¥te¢ N apFointed by a resolutt passèd al an ¢YdIn meel)ng of the trugte truslee musl L% • mffi)ber of the Compy ol GIolSIer8hlf8. In addilion. Ihe Warclon and Atysthnt Varden Iht Honourabl• Ccffjpany are uicm•bc4ty Iwst•es lor a$ Iw a$ th¢y hold tho Addltlon•l Inlomiatlon {optlonal) You may ch¢)ose lo Include further $tstemts whfn rdwant ab¢xrt.' tru8ts•s 911Y alr•&Jy hav• gnIfi1 •xyi•nc• ol th• r•sp)nslbilils ol trustees. The Ch•r th• tntstsjès énsui•# that au new tntst5 are fulty Infomd r•aarding dutw re8FSIbIlths tho nomlal m8thod operBtin9 and the relatbJn5hip ¥th the HOurable Comp8ny of Gb)uceslershire N trutytees are provKJed wrth a copy of the trust deed$ Suppl181 deed and the Wefjl accoun1$ Policies and kywedures adopted for the InduCtn and training of trustees 1.51 The ffi• •$ • bth qu•rt•r •1 whtch m••bngs al d•cisions aré m•Alé Th• dslon5 cl th• trustS at Iheii quartety rneetiry ar8 rxord&l in minutés Thw• ar• èmployees or volunteers. Thero unwld Secretary lo the Trnst••s and an urwaid Trea5urei The Truste•J mak? uje ol the wth unty cKganisBknn5 01 the widpr membership or ihe HOrat19 C<ynpwry of Gk)uL¥fjlwshirn. The charity's organisaticNI structure any wMJ8r with whKh th• (tharty Y)rks 1.51
Thern rf a ¢kn•o th• Tru•t aThJ Hon¢)urat Company ol Gkwcestershifo NJI trustsos mug1 b8 m•mb• of Ihe Honourth Company and the rden and Assigtsni are ?0m•t•1 Iruslees The trUee¥ do relw lo Iho Inlw•st Groups of the trk1nwr8 Cryyyany f(w 8oic• on any ponicular w8nl aPF4Katth8 when Ihey sidef thal lo b• approprngte. bul all doci6w)ns Mor • tlty th• rn¥ponJibly ol Trus0$. The Cryny also has a<xne lurK15 ld by GCes1811lI• Community FourbJatNYI'. ihe Iru51ee$ co-weralé wth GCF In wjenlifying SUbl8L tor gwi M&Th9 Irom the GCF funds Thw• fio und•rt¥ki. , Ratw)n8hlp with any rela1 pm 1,61 Ipart Referonce and Admlnlstrative detalls Charty n• Tho PIC*Kr¥b Ccmpary ol GkMKestershn C1wrt1e Tru•t Olher the Chanty us•s NIA Regisl8red charty number 1147656 Charty's pnncipal address Margaret Full•r, Mopla Road. Tutshill, Chepslow, GltyJcesterntMr•. NP18 7PS
Nam•• of th• charlty truste who manag• the ch•rlty Nrno of p•ln lor t¥)dyl Tn•¢•• n•m• omw {If 111 anyl Chalr Untsl 26A)3r2024 Mr M Hufr81 Mr D Munn) Mr8Jt H(0rable Company ol G)UceSt6¢sh1re Lt c A Tat)r Ch•r Mr WAmyr Mr M Jorns Horrf)uraWe Company or Gk>we81orsh Mr R Whart MrA Dc*wnlon From 27A)3r2024 10 Mf P La¢hackl Frn 21112r2023 11 Ms K Plor From 21ffj9Q023 12 13 14 15 16 17 18 19 20 Declarations Slgn•d on b•h•ll ol $1gnalurnl•l
Posttlon l•g ,' Secr•t•ry. Chalr. etc) L (x12
PA Chrih' Commiysion SOFA Report IJ ¥131m3no24 P4gelofl Ch¥ritTr' no. 1147646 HC'G C'hrilAble I"rust. Prinicd: 131111121124 R5triti•d Imcomt Pr6or >er [knl$ and ILwcies Charitsbl¢ •Llii'itcs (kntr•din8 #lii'iiies In%'¢¥lm¢nls Scprntc itrm of 35.150 28.647 76 (Mh 21.468 28.722 .Aptndliure o: Raising funds ithble aciiviiies S¢pJral¢ m•irfI iiNn ¢xpen OthLY 975 1.400 37.37$ Tot*1 J7J7.S 2UqI) IK01(eXpe•d1tir¢> -7.¥47 Nct gain&'(Iths¢g) ( t 1TrromelleApe1tMr•j Items rRisfer4 beThee• 3.872 ¥si 19J4J U72 ¢¢¢•111101 of Fty•d5 23.122 19.301 41423 I'o¢•l r•Tri¢J fwws•rd 1.766
Pxton C'hrilv no. 1147646 HC'G C'haritllbk Truyt. Ch8rllv B•lnce Sheel u ai 31A)312024 Pa2elofl PrintL4d: 13AMV2024 UnrLsifiL1I Funds Tthal fimd5 Priir fimd5 Tru5 ••ets Intsngibl¢ 55¢ts T&n8rtde &5%tJ Inbr51mcnt5 0.00 o.Do o.u¢) wj ¥rreml o_oo O.(K) 4.1X] Cash 41 nk and in hd 46.152.0 61,1(rfb 46 61.76&46 17,(N.47 42.423.22 11.614Jl 'rtdiivr% hllin8 d 0.00 iilkin CXb¢ 15.614_.IS 46.152.08 61.766.46 42.42.1 ?? assels less cwrre lialjilifvrt r¢diwff£ •mounts llin duc ftLY twe than YLW 15.614JB 151111 61.76&46 4142J.22 1.1.614J 61.76L46 42.42J.22 di of the I'hrli•' Lnd4)wTncnt twbds 0.00 0.00 152.OS 0.00 0.00 4&152.08 11.014.18 19.301.35 11.l?1.87 l.nTtstriLted fithds RwalU11 15.614.38 o. Toil fld5 IS14.38 1$2.1111 61. 41.42J.22 SiBnul lry (Ybt two tTUSiee5 iyhalf ofAII IIK trUCeS Prlmt te ol ppro%'*l 11 12-
Independent examinerfs report on the accounts S•ctlon A Ind•p•ndonl Examln•rf R•p¢wl R¢port lo the trustws On •ccounts for th• year . Ic>2 Charity no Irf any) I1?656 rewrt to ts tfUBtw cffl ffly 0allon ol fv e0nts ) 4anly {'the Tnffjl-) lor Ihe Jai ded Ji i o JI a•Z4 As the ejianvs Irustees. ycw are resp}ble lor th8 ol aco)unts m edanc wlth the requirem1$ ol the Charitiès ALI 2011 {Ihe R•wslbllttl•s and b•sl8 of r•port I report in reyct of my examinalion ol the Trusfs ac(xJunts wied wl un¢tsr seC1t 145 of the 2011 Acl in canying out my ex8minalion, I have foU(rId all th8 apF4Kable tlirecllons k¥ven by th Chty Ct)mmi5SK>n uryjef s•cl 1445Kbl of the Ak Indepond•nt (Tho charws inLx4rn excled £I.0(k] ar l am walrfJ to •xamin•rfs $t•t•m•nt undertake Ihe examin8tiM ty being 8 finsort nam• awlkable1151Ed Wll. Delete ( l rf aWKable. I have completed my examinalJn. I c(firM that no materi81 marter5 have ojme to my attenti in ¢{nection Ihe examination lormI thsclts ') whlch gives cause to beh'eve thal . any m&lenal respect.. rafyyds V•tre rX kepl wth 130 of the Ch*1$ Ad; r tho aCUnIS rK)l aco)rd wilh Ihe coUnting records." or acrx)unts compty Ihe appI)b cmceming Ihe l(xm and content ol Kcounts $el (NJI in tr¢ Chan'bes IAcx#)unts and Reports) RegulatK)ns 2008 cAh8r than any requw6mwA thai the 8CCOLnls ve a 'true and lar. yW which Is ml a matler d as r•rt of an irwJep8rMjl examinal 8xarr¥natlon lo %¥hlch 8ttenth should ts dr&wn in this Tek¥Jrt i (xder to able 8 woper UndetsdIng (rf the accounts lo bg rethd. . Plpa8e thp Mxds br8ck8ts rf I1Y do ap. IER Oct 2018
81gn•d: Oat•: N•m•". R•l•vant prolosslonal qualill¢atlonls) or body Ilf any): Addr. S•¢tlon B OINY Il Ili¥ 111g1il¥lil ITidlE"Ii0l Sn¢itte%S (31 (see CC32. Independgnl exannaly)n ol chanty xcounts.. dIrtionS and guidarK• fty exanwsi, Oct 2018