## 

## 

## 

## 

||`SORPreference`||
|---|---|---|
|`Summaryofthepurposesof`|`Para1.17`|`Torelievehardshipofpersonsresidentin`|
|`thecharityassetoutInits`||`theParishofThorganby.`|
|`governingdocument`||`Tosupporttheeducationofpersonsunder`|
|||`25yearsofageandexceptionallythose`|
|||`over25yearsofageintheParishof`|
|||`Thoraanbv.`|
|`Summaryofthemain`<br>`activitiesinrelationtothose`|`Para1.17and`<br>`1.19`|`Therehasbeenlittleinterestinapplyingfor`<br>`grantsthisyear.Thismaybeduetothe`|
|`purposesforthepublic`||`suppressionofactivityduetothepandemic`|
|`benefit,inparticular,the`||`andthepositionwillbereviewedin2021.`|
|`activities,projectsor`|||
|`servicesidentifiedinthe`|||
|`accounts.`|||
|`Statementconfirming`|`Para1.18`|`TheTrusteesaresatisfiedthatall`|
|`whetherthetrusteeshave`||`paymentsmetthecriterialaiddowninthe`|
|`hadregardtotheguidance`||`governingdocument.`|
|`issuedbytheCharity`|||
|`Commissiononpublic`|||
|`benefit`|||
|`Youmaychoosetoincludefurtherstatements`||`whererelevantabout:`|
||`SORPreference`||
|||`Thepolicyofgrantmakingisaslaiddown`|
||`Para1.38`|`intheTrustdocument.`|
|`Policyongrantmaking`|||
||`Para1.38`||
|`Policyonsocialinvestment`|||
|`includingprogramrelated`|||
|`investment`|||
|||`Therearenovolunteersbeyondthe`|
||`Para1.38`|`appointedTrustees`|
|`Contributionmadeby`|||
|`volunteers`|||





## 

||`SORPreference`||
|---|---|---|
|||`Thecharityhasmetallapplicationsfor`|
|||`supportsubjecttoitsrules.`|
|`Summaryofthemain`<br>`achievementsofthecharity,`|`Para1.20`|`TheTrusteeshavesoldonepieceofland`<br>`thatwas'landlocked'.Asthisispartof`|
|`identifyingthedifferencethe`||`permanentendowmentthemoneyreceived`|
|`charity'sworkhasmadeto`||`willbere-invested.`|
|`thecircumstancesofits`|||
|`beneficiariesandanywider`||`TheTrusteeshavenowregisteredtheir`|
|`benefitstosocietyasa`||`remainingland(therewerenooriginaltitle`|
|`whole.`||`deeds)`|



## 

|`Achievementsagainst`|`Para1.41`||
|---|---|---|
|`objectivesset`|||
|||`None`|
|`Performanceoffundraising`|||
|`activitiesagainstobjectives`|`Para1.41`||
|`set`|||
|||`Investmentcontinuesalongthe`|
|||`recommendationsofa financialadvisor.`|
|`Investmentperformance`|`Para1.41`|`Followingthesaleofthelandabove,the`|
|`againstobjectives`||`income(£8500)wasinvestedinM&G`|
|||`Charityfunds.Thecostofthesalewas`|
|||`metfromcurrentincome`|
|`Other`|||





## 

|`Reviewofthecharity's`|`Para1.21`|`Thefinancialpositionofthecharityatthe`|
|---|---|---|
|`financialpositionattheend`||`endofthisfinancialyearissound.All`|
|`oftheperiod`||`dividendsandrentshavebeenreceived.`|
|`Statementexplainingthe`|`Para1.22`|`Reservesareheldtoa minimumof50%of`|
|`policyforholdingreserves`||`annualincome(i.e.6 months)`|
|`statingwhytheyareheld`|||
|`Amountofreservesheld`|`Para1.22`|`£19,982`|
|`Reasonsforholdingzero`|`Para1.22`|`N/A`|
|`reserves`|||
|`Detailsoffundmateriallyin`|`Para1.24`|`N/A`|
|`deficit`|||
|`Explanationofany`|`Para1.23`|`Thereserveishigherthanwewouldlike`|
|`uncertaintiesaboutthe`||`butwiththeeffectofCovid-19onlonger`|
|`charitycontinuingasa going`||`terminvestmentsbeinguncertainand`|
|`concern`||`possibleextrasupportfundsbeingrequired`|
|||`atthepresentmomentthisisfortuitous.`|
|||`TheTrusteesareconcemedatthelackof`|
|||`applicationforgrantsdue,itisthought,to`|
|||`thepandemicpreventinggap-yeartravel`|
|||`andfurtherreducingtheopportunitiesin`|
|||`furthereducation.TheTrusteeswillreview`|
|||`thepositionattheirmeetinginNovember`|
|||`2021and,ifnecessary,applyforvariation`|
|||`intheirTrustDocument.`|



|`Additionalinformation(optio`|`nai)`|
|---|---|
|`Youmaychoosetoincludefurt`<br>`herstatementswhererelevantabout:`||
||`Nofundraising.`|
||`Allincomeisfrominvestmentsandland`|
|`Thecharity'sprincipal`|`rents.`|
|`sourcesoffunds(including`|`Para1.47`|
|`anyfundraising)`||
|`Inyestmentpolicyand`||
|`objectivesincludingany`|`Para1.46`|
|`socialinvestmentpolicy`||
|`adopted`||
||`Downgradingandlowerincomefrom`|
||`financialinvestmentsduetoCovid-19`|
|`Adescriptionoftheprincipal`|`Para1.46`|
|`risksfacingthecharity`||
|`Other`||





## 

|`Descriptionofcharity's`|||
|---|---|---|
|`trusts:`|||
|`Typeofgoverningdocument`|`Para1.25`|`TrustDeed`|
|`(trustdeed,royalcharter)`|||
|`Howisthecharity`|`Para1.25`|`Charitableincorporatedorganisation.`|
|`constituted?`|||
|`(e.gunincorporated`|||
|`association,ClO)`|||
|`Trusteeselectionmethods`<br>`includingdetailsofany`<br>`constitutionalprovisionse.g.`|`Para1.25`|`Byappointment:ThorganbyPOO(2);`<br>`ThorganbyParishCouncil(1);Co-opted`<br>`(4);Ex-offico(1)beingtheincumbentof`|
|`electiontopostornameof`<br>`anypersonorbodyentitled`||`ThorganbyParishChurch`|
|`toappointoneormore`|||
|`trustees`|||
|`Additionalinformation(optionai)`|||
|`Policiesandprocedures`|||
|`adoptedfortheinduction`|`Para1.51`||
|`andtrainingoftrustees`|||
|||`Nowidernetwork`|
|`Thecharity'sorganisational`|||
|`structureandanywider`|`Para1.51`||
|`networkwithwhichthe`|||
|`charityworks`|||
|`Relationshipwithany`|`Para1.51`||
|`relatedparties`|||
|`Other`|||



## 

|`Charityname`|`ThorganbyFoundation`|
|---|---|
|`Othernamethecharitvuses`|`N/A`|
|`Registeredcharitvnumber`|`1166695`|
|`Charity'sprincipaladdress`|`c/oTheClerk(RevdpeterBurgess)`|
||`2DerwentDrive`|
||`Wheldrake`|
||`YorkY0196AL`|





||`Trusteename`|`Office(Ifany)`|`DatesactedIfnotforwhole`<br>`year`|`Nameofperson(orbody)entitled`<br>`toappointtrustee(Ifany)`|
|---|---|---|---|---|
||`Incumbentof`||`Vavant`|`Ex-officio`|
|`1`|`ThorganbyChurch`||||
|`2`|`MrsL Blackburn`||`Wholeterm`|`Co-opted`|
|`3`|`MrsG Garnham`||`II`|`ThorganbyParishCouncil`|
|`4`|`MrsJ Crowder`||`II`|`ThorganbyPCC`|
|`5`|`MissG Stromberg`||`cl`|`Co-opted`|
|`6`|`MrS Fell`|`Chairman`|`11`|`ThorganbyPCC`|
|`7`|`MrH A King`||`II`|`Co-opted`|
|`8`|||||
|`9`|||||
|`10`|||||
|`11`|||||
|`12`|||||
|`13`|||||
|`14`|||||
|`15`|||||
|`16`|||||
|`17`|||||
|`18`|||||
|`19`|||||
|`20`|||||




## 




|`Descriptionoftheassets`<br>`heldinthiscapacity`|`£993lodgedwithusforsafekeepingfollowingthe`<br>`dissolutionoftheBrowniePack,Thorganby`|
|---|---|
|`Nameandobjectsofthe`|`Unknown`|
|`charityonwhosebehalfthe`||
|`assetsareheldandhowthis`||
|`fallswithinthecustodian`||
|`charity'sobjects`||
|`Detailsofarrangementsfor`|`Theirmoneyisauditedwithours.Ifa successorpack`|
|`safecustodyand`|`wereformedwewouldconsideranrequestfortherelease`|
|`segregationofsuchassets`|`ofthesefunds'`|
|`fromthecharity'sown`||
|`assets`||



## 

|`Typeof`|`Name`|`Address`|
|---|---|---|
|`adviser`|||
|`Auditor`|`MrT Holden`|`27Courtneys,WheldrakeYorkY0196BR`|
|`Legal`|`KatieL'Anson`|`HarrowellsSolicitors`|
|`Advice`||`27CliftonMoorBusinessVillageJamesNicolsonLink,`|
|||`York• 01904690111`|
|`Stephensons`||`YorkAuctionCentre,Murton,York,Y0195GF.`|
|`(Land`|||
|`Agents)`|||



## 

## 






## 



## 



## 

||||||`%.o`||
|---|---|---|---|---|---|---|
|`Receiots:`||`2018/2019`||`2019/2020`||`Notes`|
|`Charibond`|||`666.76`||`666.76`||
|`Charifund`|||`3352.41`||`331U0`||
|`Lazard`|||`0`||`0`||
|`Bankinterest`|||`0`||`0`||
|`Fieldrents:`|||`0`||`0`||
|`Plot`|`1(Fell)`||`1725.00`||`575,00`||
|`Plot2 `<br>`(Knott)`|||`500.00`||`500.00`||
|`Plot3 fingsCoward)`|||`225.00`||`0`||
|`Plot4 `<br>`(Coward)`|||`210.00`||`210.00`||
|`GoodNewsClub`|||`40.89`||`0`||
|`SaleofIngsland(Plot3)`|||`0`||`7177.64`||
|`net`|||||||
|`Wavleave`|||`39.93`||`41.03`||
||||`£6,759.99`||`£12,481.73`||
|`Payments:`|||||||
|`Clerk'shonorarium`||`500.00`||`500.00`|||
|`Administration`||`19.98`||`53.44`|||
|`Bankcharges`||`0`||`0`|||
|`Advertising`||`60,00`||`64.00`|||
|`Charifund`||`0`||`0`|||
|`IndividualEducational`||`793.50`||`0`|||
|`OrouDEducational`||`0`||`0`|||
|`Schools`||`0`||`0`|||
|`PoorsRelief`||`0`||`900.00`|||
|`PoorsReliefindividual`||`1500.00`||`0`|||
|`Rainbows`||`0`||`0`||`Moniesheld`<br>`intrust`|
|`GuildGuides`|||||||
|`Landcosts`||`0`||`1168.00`|||
|`Transfertoreserve`||||`5000.00`|||
|`Wayleave`||`24.71`||`0`|||
|||`2.898.19`|`-2898.19`|`£7,685.44`|`-7685.44`||
|`Net(Deficit)/Surplusof`|||||||
|`receiptsoverpaymentsto`|||`£3,861.80`||`£4,796.29`||
|`incomefund:`|||||||





## 

||`16/12/2019`|`1`||
|---|---|---|---|
|||`I`||
|||`I`||
|||`1`||
|||`1`||
|||`1`||
|||`1`||
|||`1`||
|||`1`||
|||`1`||
|||`1`||
|||`1`||
|||`1`||
|`Chariftind`||||
|`COIFBrownies`||||
|`COIFReserve`|`£5000.00`|||
|`Total`|||`£5000.00`|



## 

|`AssetsEmployed`|`2018/2019`||`2019/2020`|
|---|---|---|---|
|`Freeholdlandatcost`|`0`||`0`|
|`Investmentsatcost`|`106.468.38`|`j`|`111.468.38`|
|`Cashatbank`|`11.656.66`||`16.452.95`|
||`118.125.04`||`127.921.33`|
|`Surplus/Deficitofincomeover`|`3861.80`||`4,796.29`|
|`expenditure`||||
||`121.986.84`||`132.717.62`|
|`Changeofvalueofassets`|`2816.91`||`-17.096.54`|
||`—....`|||
||||`,`|
||`124,803.75`||`115,621.08`|
|`Currentassets`|`£113,147.09`||`99,168.13`|
|`Cashatbank`|`11,656.66`||`16,452.95`|
||||`————`|
||`£124,803.75`||`£115.621.08`|





||`At31/10/19`|`At31/10/19`|`At311/10/20`|`At311/10/20`|
|---|---|---|---|---|
||`Units`|`Cost`|`Units`|`Cost`|
|`M&GCharibond`|`23812.645`|`£32,094.20`|`23812,645`|`£32,094.20`|
|`M&GCharifund`|`4113.395`|`£62,551.16`|`4113.395`|`£62,551.16`|
|`COIFBrownies`|`6.22`|`£839.24`|`6.22`|`£839.24`|
|`COIFTWCC`|`78.26`|`£10,983.78`|`104.56`|`£15,983.78`|
|||`£106,468.38`||`£111,468.38`|



||`Units`|`Bidprice`|`Value`|`Value`|
|---|---|---|---|---|
|||`(P)`|`At31stGet2020`|`At31stOct2019`|
|`^4(S:GCharibond`|`23812.645`|`125.59`|`£29,906.30`|`£29,539.59`|
|`AScGCharifund`|`4113.395`|`1169.11`|`£48,090.11`|`£68,310.74`|
|`COIFBrownies`|`6.22`|`19111.50`|`£1,188.74`|`£1,126.25`|
|`COIFThorganby`|`104.56`|`19111.50`|`£19,982.98`|`£14,170.51`|
|`Foundation`|||||
||||`£99,168.13`|`£113,147.09`|
|`Cashatbank`|||`£16,452.95`|`£11,656.66`|
||||`*£115,621.08`|`*£124,803.75`|



## 






## 

## 

## 

|||`Opening`|`ClosingBalances:`|
|---|---|---|---|
|||`Balances:`||
||`Currenta/c:`|`8538.31`|`16452.95`|
||`Deposita/c:`|`0.00`|`0.00`|
|||`8538.3!`|`16452.95`|
|`IncomeCurrenta/c:`|`9925.22`|||
|`IncomeDeposita/c:`|`0.00`|`9925.22`||
|||`18463.53`||
|`ExpenditureCurrenta/c:`|`-2010.58`|||
|`ExpenditureDeposita/c:`|`0.00`|`-2010.58`||
|||`16452.95`||
|`NetCurrenta/ctransfers:`|`0.00`|||
|`NetDeposita/ctransfers:`|`0.00`|`0.00`||
|||`0.00`||
|`Netincome/expenditure:`||`16452.95`|`16452.95`|





## 

## 

## 

## 

## 



|`ACCOUNT`<br>|`Current`||||
|---|---|---|---|---|
|`HEAD`|`NAME`|`CHQ,No,ITEM`|`£`|`Ref,`|
|`M&GChartbond`|`26/08/2020Charibond`|`Investmentincome`|`166.69`|`1598986`|
||||`166.69`||
|`M&GCharifund`|`28/06/2020Charifund`|`Investmentincome`|`699.28`|`1598987`|
||||`699.28`||
|`LandSales(Endowment`|`01/06/2020Coward`|`Ingslandsale`|`8500.00`|`1598997`|
||||`8500.00`||
|`Plot2Knott`|`16/06/2020R Knot!`|`ReldrenttoAprI4th2020`|`250.00`|`1598993`|
||||`250.00`||
|`Plot3 Cowardflngs)`|`24/06/2020Coward`|`Ingslandbackrent`|`268.22`|`1598998`|
||||`268.22`||
|`YEBWayieave`|`06/07/2020NationalGrid`|`Yayteave`|`41.03`|`1598996`|
||||`41.03`||
||||`9925.22`||





## 

## 

## 

##