## **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