2020-12-31-accounts - Pembrokeshire Energy Workforce Foundation

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

| Rte, Trustees' Annual Report for the period mE& ) From Parad sat date sai——_|To|Feria endon ml-

Registered charity number (if any)

Charity's principal address

Names of the charity trustees who manage the charity

1|John Davies | Chairman |[«Chevron] 2|JaneJames [Secretariat |[«Chevron] 3|Denise Hicks | Unti24.17.20 [Chevron | I A Pi / DE TA ie eee /|DPPe I ee | i hee nis )ee ||Pecn nn | 2 ee ee | i ie saree || 2 ee ie | ie a Pn ar | DE i re i I i Pe | .) (hn in ee Ge ) RES Wake iata i tone Semaine Cin Co a | I a Pe Names of the trustees for the charity, if any, (for example, any custodian trustees)

[Name C~C“‘C‘d‘éWaatteS actedifn for whole year CS | ee iEne 1 March 2012

TAR

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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document ClO Foundation Model Constitution
Trustee selection methods By appointment
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Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

e policies and procedures adopted for the induction and training of trustees;
e the charity's organisational structure and any wider network with which the charity works;
e relationship with any related parties;
e trustees’ consideration of major risks and the system and procedures to manage them.

Section C

Objectives and activities

To commemorate the workers of the energy industry in Pembrokeshire by provision, upkeep and maintenance of one or more sculptures or other Summary of the objects of the works of art in tribute to them, and to remind the public of the historical charity set out in its importance of the energy industry within the area. governing document

TAR

March 2012

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||||||||| |---|---|---|---|---|---|---|---| |The|charity cares for the|sculptures|and|carries|out|oversight|of| |maintenance|work|at|both|locations.|

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Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

;

You may choose to include further statements, where relevant, about: e policy on grantmaking; e policy programme related investment;
e contribution made by volunteers.

TAR

March 2012

Section D Achievements and performance TAR March 2012

Section D	Achievements and performance
Summaryofthemain	Thecharityhascaredforthesculptures atboth locations.
achievements ofthe charity
duringtheyear

TAR

March 2012

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Section E
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Financial review

Dividends from investments are used for the ongoing care of the Brief statement of the sculptures. charity’s policy on reserves

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

e the charity's principal sources of funds (including any fundraising);
e how expenditure has supported the key objectives of the charity;
e investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

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Section G Declaration
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The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

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\
(ate es
Fullnamets)| JANE SAMES |
Position (oaSec(eg Sec reta ry,ny Chair,CHL TRUSTEE, SECRETARY
Date} DS- 10+ 2
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TAR

March 2012

FORCHARITY ENGLANDCOMMISSION AND WALES PEMBROKESHIRE ENE > LoOREFD =o (SEs Gz Receipts and payments accounts CC16a For the period To from 01/01/2020 31/12/2020

Section A Receipts and payments Unrestricted Restricted Endowment funds funds funds Total funds Last yent tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ Ai Receipts Dehee |ees | | De ted ne ees) 600CCOC~C« ES DPPe es) 6 SRE 60mCté“‘it« CE lai ae, 60000 en! DT sl 60™CltCé«O Pe es! —=—=)=—h)hlll lL DTT sl 6=636=©6=6—™ltfé DET sl j.é (Rar: ub total (Gross income for AR) A2 Asset and investment sales, see table). _eee Dies Ree, | A3 Payments Dei es hlll hn [ehhh 6UClClC(‘C: SET eenee as 8 De 8=636©=—6—6=—Cl rs ne eee) 8€=€=©=©6l are ee es) =3—l kl cinemasDPgeese Ano oeorarustll ‘Lensmennadtd [ocean| i ie| Oe| eee rl |ee ie; io|s==NEErTEs Sub[total]] ee) [es |(en| e o e ee Pe A4 Asset and investment e m es ln tet __eee Sub total| | Total payments [284] [)] od Net of receipts(payments)| 34 CTC A5 Transfers between funds BT Ss i ine A6 Cash funds last year end rE E——— lhl lll Cash funds this year end eee |evita ess

CCXX R11 accounts (SS)

25/10/2021

Section B Statement of assets and liabilities at the end of the period

Categories	Details				Unrestricted funds	Restricted funds	Endowment funds
BtCashfunds	to nearest£ to nearest£ to nearest£ odrete	Goce) Les Totalcashfunds MM	aes
	(agree	balances	with receipts	and payments
				account(s))
					Unrestricted	Restricted	Endowment
					funds	funds	funds
	Details				to nearest£	tonearest£	to nearest£
2—
a=	Details =				Fundtowhich assetbelongs	Cont(optional)	Currentvalue optional
B4Assets retained forthe	Details				Fund to which assetbelongs	r Currentvalue Cont(optional) optional aia
					Fund towhich	Amount due	When due
=	; Details liability relates ss—					optional	optional =
Signed byone ortwo trustees on behalfofallthe trustees		’ Signature			; PrintName		Date of approval
					ANE	JAMES

CCXX R2 accounts (SS)

25/10/2021

Briarlea Long Mains Monkton Pembroke SA71 4JB 29" September, 2021

Dear Tonk

Please be advised that | have reviewed The Pembrokeshire Energy Workforce Foundation Charity Accounts for the Year Ended 31* December, 2020 without conducting an audit and believe the accounts to be true and fair.

Balance on account as at 21°t December, 2020 £689.33

COIF Charities Investment Fund value as at 31°* December, 2020 £11,364.06 (bid market value)

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cf __
Jason Bellmaine
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