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@F#f$!rr Receiptsandpa' accounts |
@F#f$!rr Receiptsandpa' accounts |
@F#f$!rr Receiptsandpa' accounts |
|
|---|---|---|---|---|
| Forthepedod from |
1stApril2020 | lo | 3lstMarch2021 | |
| SectionA and |
||||
| Unresfiicted funds |
Restricted funds |
Endowment funds |
Tota!funds | l-retyear |
| to the nearest t |
to the n€ar€stg | to the nearestf | totheneareat€ | tothe neareetf |
| A2Asset andinveetnentsales, (seetable). |
T--------l | [---------I | r--l | |
| rotatreceipoE-l | r-__ll---l l-l l-1 |
r----..1 l-1 |
||
| Total payments Netofter,eipfsl(re1ymen6) A5Transfershtrveen funds A6 Cashfundslaetyearend Cashfundsthisyear |
l--lI-1F: | r--:1 r------ r--1 TIF: |
r---:] f-l!-1F- |
| Unrcstricted | Restnicted | Endowment | |||
|---|---|---|---|---|---|
| Categories | Set*ils | funds | fcrnds | funds | |
| to nearest € | tonearest€ | tonearestg | |||
| B{Cashtunds | |||||
| Totalcashfunds | |||||
| (agrEebalilceswithr*iilsardpayments | |||||
| accurn(s)) | |||||
| Unrestricted | Restricted | Endowment | |||
| Betails | funds to nearestf |
funds tonearest€ |
funds to oearestf |
||
| 82Other monetary assets | |||||
| Oetaits | Cost {optional) | Current value | |||
| 83lnvestrnent assets | |||||
| Betails | Fund tolrhich | Cost (optional) | Current value | ||
| II4Assetsretainedforthe | |||||
| charity'se{$n use | |||||
| Fund towhich | Amount due | \lYhendue | |||
| Betails | |||||
| B5i-iabillties | |||||
| Sbnedbyoneor twotrusteeson behalfof allttetrustees |
Print Name | ||||
| RobertG Mrs C Fisher |
| | ||||
| I |
| ObjectivesandActiviti | es | |
|---|---|---|
| SORP refereilce | ||
| Summaryofthepurposesof thecharityas set outinits |
Para1-17 | -Theprovisionofalmshouseaccomodation and associated amenitiesforpoorpersons |
| goveming document | of goodcharacterwho are notlessthan60 | |
| years ofage andaremembersofchurches | ||
| ofnon-conformist denominations andwho | ||
| areresidentinoneof theparishesof | ||
| Althorne,Latchingdon,Maylandand | ||
| Southminster(allasconstitutedon29mApril | ||
| 1921) providedthatif ontheoccasion ofa vacancyforaresidentthereisnoduly |
||
| qualified applicantwhoisamemberofa church of the non-conformist |
||
| denominationssuitableforappointmentthe | ||
| charitytrustees mayappointapoorperson | ||
| of good character ofnot lessthan 60years | ||
| ofagewhoisresidentinone ofthesaid | ||
| parishes; and | ||
| -lnrelationtoanypropertyorproperties | ||
| acquired or builtbythe charity trusteesafter | ||
| the date ofadoption ofthisconstitution,the provisionofaccommodationand |
||
| associated amenitiesfor anyperson over | ||
| theageof18yearswho has need ofsuch | ||
| accommodationasaresultofhisorher | ||
| financial circumstances, illness ordisability | ||
| and who at the time of appointmentbythe | ||
| charitytrusteesisresidentintheAreaof | ||
| Benefitorhasaclose family memberwho | ||
| Summaryofthemain activitiesinrelationtothose purposesforthepublic benefit,inparticular,the activities,projectsor services identifiedinthe |
Para1.17and 1.19 |
is residentintheArea ofBenefit Provisionof affordablehousing (almshouses)forpublic benefit |
| accounts. Statementconfirming |
Para1.18 | Thetrusteeshavehadregardtothe |
| whetherthetrusteeshave | guidance issuedbythe Charity Commission | |
| hadregardtotheguidance issuedby theCharity |
| OU You may choosetoinclude |
further statementswhererelevant |
about: |
|---|---|---|
| SORPrefierence | ||
| Para 1.38 | ||
| Policy on grant making | ||
| Para'1.38 | ||
| Policy onsocialinvestment | ||
| including program related | ||
| investment | ||
| Para1.38 | ||
| Contributionmadeby | ||
| volunteers | ||
| Other |
| Achievements and Per | formance | |
|---|---|---|
| SORPreference | ||
| Summaryofthemain achievementsofthecharity, |
Para1.2O | None |
| identifyingthedifferencethe | ||
| charity's workhas madeto | ||
| thecircumstances of its | ||
| beneficiaries and anywider | ||
| benefitstosociety asa | ||
| whole. |
| l{one | ||
|---|---|---|
| Performanceoffundraising activitiesagainst objectives |
Pafa'l.41 | |
| set | ||
| frlone | ||
| Investment performance | Patra 1.41 | |
| againstobjectives | ||
| ThisyeartheCIO hasnotcarried outany | ||
| Other | activities andisforthenew statusof an old | |
| charity. |
| Financial Review | ||
|---|---|---|
| Review ofthe charity's | Para1.21 | i{one |
| financialposition at the end | ||
| oftheperiod | ||
| Statement explainingthe | Para1.22 | None.The charitywillbuildreserves and |
| policyforholding reserves | spendthem onits charitable activitiesonce | |
| stating whytheyare held | thetransferof assets from theoldcharityto | |
| theCIO is complete | ||
| Amount ofreservesheld | Para1.22 | None |
| Reasonsforholding zero | Pata1.2? | None |
| reserves | ||
| Details offundmateriallyin | Para1.24 | None |
| deficit | ||
| Explanation of any | Para1.23 | None |
| uncertainties aboutthe | ||
| charity continuing as agoing | ||
| concem | ||
| cu maVchoosetoinclude furtherstatements Additional information{optional) |
whererelevant about: | |
| Fundswillbe transferred fromtheold | ||
| charity whenthe setup is comPlete | ||
| The charity'sprincipal sourcesoffunds(including |
?ara1.47 | |
| any fundraising) | ||
| None | ||
| lnvestmentpolicyand | ||
| obiectivesincluding any | Para1.46 | |
| socialinvestmentpolicy | ||
| adopted | ||
| None | ||
| Adescription oftheprincipal | Para1.46 | |
| risks facingthecharity |
| Structure,Gcvernance | amdMan | agement |
|---|---|---|
| Description of charity's | ||
| trusts: | ||
| Typeof governing docurnent | Para1.25 | Censtitution |
| ::. .,:: ..,'., ,i., r rr.r.: .r ..::r. |
||
| Howisthecharity | Para 1.25 | cto |
| constituted? | ||
| Iu:11r.t;:ir l{.:i.}ii-!i-lfirilil::ri-! | ||
| l:i::..i1),..]l;,i r!.ii:!'lt,;ii,,): | ||
| Trusteeselection methods | Para1.25 | Appointedby existing trustees |
| includingdetailsof any | ||
| constitutional provisions e.g. | ||
| electiontopost or nameof | ||
| any personorbody entitled | ||
| toappoint one or more | ||
| trustees |
| mesof the charity truste | es wlromanagetheehanity | |
|---|---|---|
| Datesacted ifnotfor whole | Nameofperson(orbody)entitle | |
| 1 | ||
| 2 | ||
| 3 | ||
| 4 | ||
| 5 | ||
| 6 | ||
| 7 | ||
| I | ||
| I | ||
| 10 | ||
| 11 | ||
| 12 | ||
| 13 | ||
| 14 | ||
| 15 | ||
| 16 | ||
| 17 | ||
| 18 | ||
| 19 | ||
| 20 |
| Funds heldascustodia | n tru |
|---|---|
| Descriptionoftheassets | None |
| heldinthis capacity | |
| Name andobjectsofthe | Nione |
| charity onwhosebehalfthe | |
| assetsareheldandhowthis | |
| falls withinthecustodian | |
| charity'sobjects | |
| Detailsof anangementsfor | f"Jone |
| safe custody and | |
| segregation of such assets | |
| fromthecharity's own | |
| assets |
| Names and | addresses of a | dvisers {Option |
|---|---|---|
| Typeof | Name | Address |
| adviser |