| Statement o SectionA |
ffin | ancial ac | tivities | |||
|---|---|---|---|---|---|---|
| oooz | ||||||
| Recommendedcategoriesby | ooc(5p | Unrestricted | Restricted income |
Endowment | Prioryear | |
| activity | (, | fundst | funds f |
funds € |
Total funds f |
funds € |
| lncoming resources(Note3) | F01 | F02 | F03 | F04 | F05 | |
| lncome and endowments from: | ||||||
| Donationsandlegacies | s01 | |||||
| Charitable activities | s02 | |||||
| Othertrading activities | s03 | |||||
| lnvestments | s04 | 1 | I | 10,089 | ||
| Separate materialitemofincome | s0s | |||||
| Other | s06 | |||||
| Total | s07 | 1 | 1 | '10,089 | ||
| Resourcesexpended(Note6) | ||||||
| Expenditureon: | ||||||
| Raisingfunds | s08 | 8,955 | 8,955 | 8,928 | ||
| Charitable activities | eno | 21,124 | 21,124 | 28,024 | ||
| Separate materialitemof expense | sl0 | |||||
| Other | s11 | |||||
| Total | s12 | 21,124 | 8,955 | 30,079 | 36,952 | |
| Netincome/(expenditure) before investment | ||||||
| gains/(losses) | s13 | 21,124 | 8,954 | 30,078 | 26,863 | |
| Netgains/(losses)on investments | s14 | 84,197 | 84,197 | 42,804 | ||
| Net income/(expenditure) | s15 | 21,124 | 75,243 | 54,119 | 69,667 | |
| Extraordinary items | s16 | |||||
| Transfersbetweenfunds | Jt/ | 27,946 | 27,946 | |||
| Otherrecognisedgains/(losses): | ||||||
| Gains and losses on revaluationoffixed assets for the charity's ownuse | s'18 | |||||
| Olher gainsi(losses) | Qto | |||||
| Netmovement in funds | s20 | 6,822 | 47,297 | 54,119 | 69,667 | |
| ReconciIiation offunds : | ||||||
| Total fundsbroughtforward | s21 | 29,073 | 637,222 | 666,295 | 735,962 | |
| Totalfundscarriedforward | s22 | 35,895 | 684,519 | 720,414 | 666,295 |
| SectionB | Bala | nce | sheet | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 6o | |||||||||
| oz | |||||||||
| o)oC (o '= |
Unrestricted | Restricted income |
Endowment | Totalthis | Total last | ||||
| (, | funds E |
funds E |
funds f |
yeart | year f |
||||
| Fixed assets | F01 | F02 | F03 | F04 | F05 | ||||
| Intangibleassets | (Note15) | 801 | |||||||
| Tangibleassets | (Note14) | 802 | |||||||
| Heritage assets | (Note16) | 803 | |||||||
| lnvestments | (Note17) | B04 | 678,821 | 678,821 | 594,624 | ||||
| Totalfixed assefs | 805 | 678,821 | 678,821 | 594,624 | |||||
| Gurrent assets | |||||||||
| Stocks | (Notel8) | B06 | |||||||
| Debtors lnvestments |
(Note19) (Note17.4) |
807 B08 |
5,698 | 5,698 | 42,598 | ||||
| Cashatbankand | in | hand (Note24) | 809 | 36,670 | 36,670 | 29,794 | |||
| Totalcurrenf assefs | 810 | 36,670 | 5,698 | 42,368 | 72,392 | ||||
| Creditors:amounts | fallingduewithin | ||||||||
| oneyear (Note20) |
B11 | 775 | 775 | 721 | |||||
| Netc urrent | assets/(Iiab iIiti es) | 812 | 71,671 | ||||||
| Iotalassetsless | current liabilities | B'13 | 35,895 | 666 295 | |||||
| 814 | |||||||||
| Provisionsforliabilities | 815 | ||||||||
| Totalnet assefsorliabilities | 816 | 35,895 | 684,519 | 720,414 | 666,295 | ||||
| Fundsofthe Charity | |||||||||
| Endowmentfunds | (Note27) | 817 | 684,519 | 684,5'19 | 637,222 | ||||
| Restrictedincome | funds(Note27) | 818 | |||||||
| Unrestricted funds | 819 | 35,895 | 35,895 | 29,073 | |||||
| Revaluationreserye | 820 | ||||||||
| Totalfunds | 821 | 35,895 | 684,519 | 720,414 | 666,295 | ||||
| Signedbyoneortwo trustees on behalf ofall | Date of | ||||||||
| the trustees | Signature | Print Name | approval | ||||||
| rrT/ | n | l(rurta.-rnrsil?Hrupr | dd/mm/vyuy rcirfZrlS-l I |
| ObjectivesandActiviti | es | |
|---|---|---|
| SORP reference | ||
| Summaryofthepurposesof | Parc1"17 | Toadvance in life andrelievetheneeds of young people |
| thecharity as setoutinits | uptotheageof2L yearswhoare residentintheCounty | |
| governing document | ofSomersetandparticularly but notexcluslvely livingin | |
| thelocalityofStAndrew'sChurch Congresbury | ||
| Summaryofthemain activitiesin relation to those |
Para1.17 and 'l.'19 |
L)Directly orviathe supportofotherCharitableBodies, provideassistancetoachieve some specifiedgoalthat |
| purposes forthepublic benefit,inparticular,the activities,projectsor |
will contribute totheirlifechancesand personal fulfilmenU |
|
| servicesidentifiedinthe | (2)Tosupport charitablebodiesthatprovide activities | |
| accounts. | whichdevelopthelrskills,capacities and capabilitiesto | |
| enablethemtoparticipatein societyasmatureand | ||
| responsible individuals; | ||
| (3)To supportcharitablebodies intheirprovisionof | ||
| recreational and leisuretimeactivitiesprovidedinthe | ||
| interestofsocialwelfare,designedtoimprovetheir | ||
| conditionsoflife | ||
| Statementconfirming whetherthetrusteeshave had regard totheguidance |
Para1.18 | The Trusteeshaveallreceivedthethree Charity Commissionbooklets"Guidance onPublic Benefit PBl,P82,P83"andstatethey havecompliedwith their duty tohavedueregard tothis guidancein |
| issued bytheCharity | exercising theirpowersand duties. | |
| Commission onpublic | ||
| benefit |
| SORP referenc | e | e | |
|---|---|---|---|
| Thepolicy ongrant makingis inplace'The aims | |||
| being | |||
| Policy ongrantmaking | Para1.38 | a)theCharityobjectivesare met b)toensurethe originaldonors intensions aremet |
|
| c) toensurethe | trustpolicyonthe effectivenessand | ||
| of | rantsm isachieved |
||
| Policy onsocialinvestment | |||
| includingprogramrelated | Para1.38 | ||
| investment | |||
| The SecretaryandTreasurerare volunteerposts | |||
| Para1.38 | |||
| Contributionmadeby | |||
| volunteers | |||
| Other |
| Achievements and Per | formance | |
|---|---|---|
| SORPreference | ||
| During theyearthetrusteeshavemadegrants to:- | ||
| a)The provisionofsupportfordisadvantaged | ||
| Summaryofthemain achievementsofthecharity, |
Para1.20 | children attendingStAndrew'sSchool. b)TheworkofVine Counselling Servicesin establishingaStudentcounselling service |
| identifyingthedifference the | at ChurchillSchool. | |
| charity'sworkhas made to | ||
| thecircumstancesofits | ||
| beneficiaries and anywider | ||
| benefitstosociety asa | ||
| whole. |
oum choosetoincludefu |
rtherstatemen |
tswhererelevant about |
|---|---|---|
| The Trustees aimof allocatingf28,000ofgrantswas | ||
| notachievedalf,21 ,124 due to theeffects ofCOVID- | ||
| Achievementsagainst | Para1.41 | 19 onyouthactivities. |
| objectives set | ||
| N/A | ||
| Performance of fundraising | ||
| activitiesagainst objectives | Para1-41 | |
| set | ||
| Theaim ofthe Trusteesistoachieveagrant | ||
| distributionoff28,000peryear fromtheTrustFund | ||
| Investment performance against objectives |
Para1.41 | ln the2020-21 year the investmentsgenerated f84,198in income(excludinginvestmentcostsbut |
| including capitalgains). lnpartthis improvementin | ||
| incomeisdue tolastyears decisionbytheTrustees | ||
| totake theadvice oftheir financialadvisor to switch | ||
| their investments toa lowercost, higherreturn | ||
| alternative. | ||
| Other |
| FinancialReview | ||
|---|---|---|
| Review ofthecharity's financialposition attheend oftheperiod |
Para1.21 | lnthe 2020-21year the investmentsgenerated capital growth.Overallthe balance sheet showedan increaseofL54,119 duetothe postCOVID stockmarketriseandtheTrustee decision tomove |
| it'sfundsto adifferent investmentoption. | ||
| Statement explainingthe policyforholding reserves |
Para1.22 | The investedfundswill beheld as anexpendable endowmentin linewiththewishesof the donor. |
| statinqwhv thev areheld | ||
| Amount of reservesheld | Para1.22 | f720,414 |
| Reasonsforholding zero | Para1.22 | |
| reserves | ||
| Detailsoffundmateriallyin | Para1.24 | |
| deficit | ||
| Explanation of any | Para1.23 | |
| uncertainties about the | ||
| charitycontinuingas a going | ||
| concern |
| lnvestedLegacy | ||
|---|---|---|
| The charity'sprincipal | ||
| sourcesoffunds(including | Para1.47 | |
| any fundraising) | ||
| lnitiallyin linewiththewishesof thedonor. However | ||
| investment performance willbecontinue tobe | ||
| lnvestmentpolicy and objectivesincluding any |
Para1.46 | compared against alternative options andif necessary the approachbestserving the objects of theCharityTrustandthe overallbenefit tothePublic |
| social investmentpolicy | willbe adopted | |
| adopted | ||
| The lossofthe lnvestedFunds | ||
| A descriptionoftheprincipal | Para1.46 | |
| risks facingthecharity | ||
| Other |
| Description of charity's | ||
|---|---|---|
| trusts: | ||
| Typeof governing document | Paru1.25 | TrustDeed |
| How isthecharity | Para1.25 | Charitable Trust |
| constituted? | ||
| Trustee selectionmethods | Para1.25 | The existing trustees haveregard tothe viewof the |
| includingdetails ofany constitutionalprovisionse.g electiontopostornameof |
original donor aimingtoselectpeopleof noteinthe localcommunity with an interestinYoungPeople to includeprofessionalsintheeducation and support of suchyouth. |
|
| anyperson or body entitled |
| Add You itionalinformation(oPtional) choosetoincl udefurtherstatements |
Add You itionalinformation(oPtional) choosetoincl udefurtherstatements |
whererelevant about: New Trustees are provide with copres ofthe Trust |
|
|---|---|---|---|
| Document, Originati ng Legacy Will, L]lant Making |
|||
| Policies andprocedures adopted fortheinduction andtrainingoftrustees |
Para1.51 | Commission Policy and the h rity Booklets on "Guida nce on Public Benefit" and "Charity Governance" to new trustees. The trustees are fam iliarised with the significant elements of these docum ents and updated AS necessary on changes |
in |
| Cha dC |
|||
| Chairman,Trustees and Treasurer |
|||
| The charitY's organisational structure and anywider |
Para1.51 | ||
| network with whichthe | |||
| charity works | |||
| RelationshipwithanYrelated | Para1.51 | ||
| parties | |||
| Other |
| name | C S rk Cla Dr |
M | emorial | Fund | Trust | ||
|---|---|---|---|---|---|---|---|
| Other | namethech | USES | |||||
| stered | number | 116 | |||||
| Charity'sprinciPal | address | StationRoad, c/o Congresbury Church Office, |
|||||
| Congresbury | |||||||
| BRISTOL | |||||||
| BS49sDX |
| Trusteename | Office (ifany) | Datesactedifnot for whole year |
Nameof person (or body) entitled to appoint trustee(ifanv) |
|
|---|---|---|---|---|
| 1 | Rev[VlThomson | Chairman | Existing Trustees | |
| 2 | ltrlsEcran | Existing Trustees | ||
| 3 | [MrsFlVlartin | Existing Trustees | ||
| 4 | ||||
| 5 | ||||
| 6 | ||||
| 7 | ||||
| 8 | ||||
| I | ||||
| 10 | ||||
| 11 | ||||
| 12 | ||||
| 13 | ||||
| 14 | ||||
| 15 | ||||
| 16 | ||||
| 17 | ||||
| 18 | ||||
| 19 | ||||
| 20 |
| Typeof | Name | Address |
|---|---|---|
| adviser | ||
| Financial | It/lrDahn Sharma | SuccessionWealth ManagementLtd |
| Drake Building,'15DavyRoad,Plymouth SciencePark, | ||
| Derriford, Plymouth,PL68BY |