Trustees’ Annual Report for the period
From 1[st] January 2020 Period start date To 31[st] December 2020 Period end date
Charity name: Friends of St James Westhead
Charity registration number: 1166607
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the Christian Religion by helping with the costs of church fabric and promote the provision of facilities for the village of Westhead. |
| 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 |
Providing funds towards the cost of planting a new hedge at the boundary of the proposed Church graveyard extension and the adjacent public footpath. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have regard to the guidance issued by the Charity Commission. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Policy on grant making Para 1.38 Policy on social investment Para 1.38 including program related investment Contribution made by Para 1.38 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 the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | As stated in Para 1.17 and 1.19 Funds provided to help plant a boundary hedge to define an adjoining public footpath from the Church graveyard extension area. |
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 | Financial Review | Financial Review |
|---|---|---|
| Review of the charity’s financial position at the end of theperiod |
Para 1.21 | Positive balance of funds |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | Funds held for future requirements as they occur in line with our aims. |
| Amount of reserves held | Para 1.22 | £6243 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
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 Para 1.46 adopted A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management
| Structure, Governance and Management | Structure, Governance and Management | Structure, Governance and Management |
|---|---|---|
| Description of charity’s trusts: |
||
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association,CIO) |
Para 1.25 | Constitution of a Charitable Incorporated Organisation with voting members other than its charity trustees |
| 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 | Elected by membership at the AGM or appointed by the charity trustees |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity’s organisational structure and any wider network with which the Para 1.51 charity works Relationship with any related parties Para 1.51 Other
Reference and Administrative details
| Reference and Administrative details | Reference and Administrative details |
|---|---|
| Charityname | Friends of St James Westhead |
| Other name the charityuses | |
| Registered charitynumber | 1166607 |
| Charity’s principal address | 4 Moss Cottages Plough Lane Lathom Lancashire L40 6JL |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|
| Giles Hooker | |||
| Matt Dunham | Treasurer | Deceased 12.7.2020 | |
| Geoffrey Wright | |||
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 None 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) Giles Hooker Full name(s) Giles Hooker
Position (eg Secretary, Trustee Chairman Chair, etc)
Date
4[th] November 2021