| Additiona!governance issues ( | Optional information) |
|---|---|
| Youmay choosetoinclude additional information,where relevant, about. |
New (and current) Trustees are requiredtoread the CharityCommission publication "EssentialTrustee'andfollowits guidance. Trusteesare offeredadditionaltrainingiftheyfeelunder-informedin any areaof governance. |
| opolicies and procedures adopted fortheinductionand trainingoftrustees. othe charity'sorganisational |
AlltheCharity'sworkis undertakenbytheTrustees.Nostaffare employed. The Trustees have no sub-committees,ATreasurer anda Chairman are appointedtoundertake the duties specifictothoseroles. |
| structure and anywider | Thereare no relatedparttransactions. |
| network with whichthecharity works. |
1Trusteereceivedtravelexpenses off180thisyear(20121f.0) |
| relationshipwithany related parties. |
Asa solely grant-making Charity, the Trustees considerthatrisks are minimal. Trustees have agrantsawardsprocessinwhichapplicantsare |
| trustees'consideration of | vetted for suitability andprobity.Granteesarerequiredtoshowthatgrants |
| major risks andthesystem | have been spentonthepurposesappliedfor. |
| and procedurestomanage | |
| them. | TheTrusteeshave an investmentpolicyand employ Financialand |
| lnvestment Adviserstoadvisethemon managingtherisk associatedwith | |
| lnvestments. |
| To help children andyoungpeople,disadvantagedby disabillty or | |
|---|---|
| economic circumstances, achievetheirpotential-especially | |
| Summary of the objects of the | childrenwithaparticulartalent |
| charitysetoutin its governing document |
Torelievefinancialhardships and poor health in older people |
| The Trust achieves its public objectives awarding grants to | |
| registered charitiesworkingdirectlywithpeopleinthebeneficiary | |
| groupsidentifiedintheTrust deed. | |
| The Trust has also made grantstoinstitutions (e.9., schools) and | |
| individuals in accordance with the with theTrust'sobjectives. | |
| Each year theTrustreceives applications workingwithyoung | |
| peopledisadvantagedby disabilityoreconomiccircumstances. | |
| The Trust also receives applicationsfromindividuals for help with | |
| Summary of themain | learning, e.9., for equipmentortuitioncosts. |
| activitiesundertakenforthe | |
| publicbenefit in relationto theseobjects(includewithin this sectionthestatutory declaration thattrusteeshave |
Astheseapplications far exceedintotalthesums availablefor grantstheTrustees have grants roundstoselect those applicationstheyconsider mostcloselyalignedwith Trust's |
| had regardto the guidance issuedbythe Charity Commission on public benefit) |
objectives.Beingasmall Trust, the Trustees tendtoprioritise grantstosmall, local charitiesorcommunity groupswhereagrant islikelytohaveasignificant,directbenefit on individuals in need. Specific Arants awarded are listed inSectionDbelow |
| The Charity retains as muchaspossibleof its incomeforpublic | |
| benefit by undertaking allitsworkthroughunpaid volunteers who | |
| usuallyforgopaymentand expenses. | |
| TheTrusteesmakeextensiveuseoftheguidance on charity | |
| governance and management issuedbytheCharity | |
| Commission'sguidanceonpublicbenefit |
Date o¥IIGIIo2. TAR Marth 2012
| SectionA | and | |||||
|---|---|---|---|---|---|---|
| Unrestricted funds |
Restricted tunds |
Endowment funds |
Totalfunds | Lastyear | ||
| to the nearest f |
to the nearcstC | to the nearest€ | to the nsarest€ | tothe nearest € | ||
| Drvrdends | 31,060 | 31,060 | ||||
| Sundrylncorre | 54 | 54 | ||||
| ntallntroduced | ||||||
| lnvestment lncome | 12,148 | 12,144 | 10,538 | |||
| Tax Retund | ||||||
| AR) | 43,262 | 43,262 | 'r0,638 | |||
| A2Asset andinvestment | sales, | |||||
| (seetable). |
| 315 | 2128 |
|---|---|
| 15,479 | 5,050 |
| 4,75'l | 4,954 |
| 95 | |
| 20,6r7 | 12,228 |
| BStatement of assets andliabilitiesatthe end of theperiod | BStatement of assets andliabilitiesatthe end of theperiod | BStatement of assets andliabilitiesatthe end of theperiod | BStatement of assets andliabilitiesatthe end of theperiod | |
|---|---|---|---|---|
| unrestricted | ||||
| Categories | Details | funds to nearestf |
||
| BlCashfunds | at bank | |||
| Total cashfunds | ||||
| (agree balances wnh receipts | and paymeols | |||
| ac.ourn(s)) | ||||
| Unrestricted | Restricted | Endowment | ||
| funds | funds | funds | ||
| Details | tonearestf | tonearestf | tonearest€ | |
| 82 Other monetary assets | ||||
| Details | Fundtowhich | Cost (optional) | ||
| 83lnvestment assets | Cash at lnvestrnent Company | |||
| lnvestment | ||||
| Details | Fundtowhich | Cost (optional) | Curentvalue | |
| E}4Assets retainedforthe | ||||
| charity's ownuse | ||||
| Fundtowhich | Amount due | |||
| Details | ||||
| 85 Liabilities | ||||
| Signedby oneortwotrusteeson behalfof all thetrustees |
Signature | Name | ||
| Elt4t4-3ANEa4\gf |