2023-12-31-accounts - Friends Of St. James Westhead

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Trustees’ Annual Report for the period

From 1[st] January 2023 Period start date To 31[st] December 2023 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 costa 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 grants where appropriate.
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 Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other

Achievements and Performance

SORP reference As stated in Para 1.17 and 1.19 No grants bestowed during the year. Summary of the main Para 1.20 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.

Additional information (optional)

You may choose to include further statements where relevant about:

Additional information (optional) You maychoose to include further statements where relevant about:	Additional information (optional) You maychoose to include further statements where relevant about:	Additional information (optional) You maychoose 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	£5,568
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 adopted	Para 1.46
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 charity works	Para 1.51
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
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) G Hooker Full name(s) Giles Hooker

Position (eg Secretary, Trustee Chairman Chair, etc)

Date

17[th] September 2024

				Friends of St James, Westhead	Friends of St James, Westhead	Friends of St James, Westhead	Friends of St James, Westhead				1166607	1166607	1166607

					Receipts andpayments accounts											CC16a
					For the period from		1stJanuary 2023		To			31stDec		2023

Section A		Receipts and		payments
					Unrestricted funds		Restricted funds		Endowment funds				Total funds			Last year
				to the nearest		£	to the nearest £		to the nearest £				to the nearest £		to the nearest £
A1 Receipts
MembershipSubscriptions					700		-		-					700		260
Recycle4charity					11		-		-					11		-
						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

*Sub total*(Gross income for AR)					711		-		-					711		260
A2 Asset and investment sales,
(see table).
						-		-		-				-

						-		-		-				-			-
			*Sub total*			-		-		-				-			-

		**Total receipts **			711		-		-					711		260
A3 Payments
Donations				nil			-		-		nil				nil

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

						-	-		-					-		-

			**Sub total **	nil			-		-		nil				nil

A4 Asset and investment
purchases, (see table)
						-		-		-				-

						-		-		-				-

			**Sub total **			-		-		-				-			-


		*Total*	*payments*		nil		-		-		nil					nil

	**Net of receipts/(payments) **				711		-		-					711		303
A5 Transfers between			funds			-	-		-					-		-
A6 Cash funds		last year end				-	-		-					-		-
	**Cash funds this year end **				711		-		-					711		303

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

							Unrestricted			Restricted	Restricted		Endowment
Categories		Details					funds				funds		funds
							to nearest £			to	nearest £		to nearest £
B1 Cash funds		Co-operative Bank					5,568				-		-

							-				-		-


							-				-		-

				*Total cash funds*			5,568				-		-
		(agree balances		with receipts	and payments account(s))	Agreement Error			OK			OK
							Unrestricted			Restricted			Endowment
							funds				funds		funds
	Details						to nearest £			to	nearest £		to nearest £

B2 Other monetary assets							-				-		-

							-				-		-

							-				-		-

							-				-		-

							-				-		-

							-				-		-

	Details						Fund to which asset belongs			Cost (optional)			Current value (optional)
B3 Investment assets											-		-

											-		-

											-		-

											-		-

											-		-

	Details						Fund to which asset belongs			Cost (optional)			Current value (optional)
B4 Assets retained for the											-		-
charity’s own use											-		-

											-		-

											-		-

											-		-

											-		-

											-		-

											-		-

											-		-

							Fund to which			Amount due			When due
	Details						liability relates			(optional)			(optional)
B5 Liabilities											-

											-

											-

											-

											-


Signed by one or two trustees on behalf of all the trustees			Signature				Print	Name					Date of approval
	G Hooker						Giles	Hooker				16.9.24