**----- Start of picture text -----**
a
| Period end |
‘Section A Statement of financial activities
a
2
8 Restricted
Recommended categories by % Unrestricted income Endowment Prior year
activity fa} funds funds funds Total funds funds
£ £ £ £ £
Incoming resources (Note 3) FO1 FO2 FO3 F04 FOS
income and endowments from:
Donations and legacies S01[Oe TO
CharitableOther activities sox[ = PeTe
trading activities sox| eT Te ee |
Investments sat] TP |
Separate material item of income S05 RT hs aes ee ee
Other ds ee ee ee
Total SO | ts tee ee eB 8
a ources expended (Note 6)
Expenditure on:
Separate material item of expense S10 ee ee ee
OtherTotal si2i [2eeAZ OOO. -- | 8,636] 20,636 |.ee _.19.289 |
gains/(losses)Net income/(expenditure) before investment s13]- 12,000 mee- 8,633 |-eee20,633 |- 19,287
Net gains/(losses) on investments $14 | 316] - | 64218] 64,534[ 2,338 |
Net income/(expenditure) sis|- 11,684] = | 55,585]. 43,901 |- 16,949 |
Extraordinary items ile
Transfers between funds = ee es ee 2 i
Other recognised gains/(losses):
Gains and losses on revaluation of fixed assets for the charity's own use $18 Poe fe Td ee [|
Other gains/(losses) S19 ee ee ee ee
Net movement in funds szo|-11,684[ 0 - | 55,585] 43,901 |- 16,949 |
“s\_. funds brought forward sai [23.516] 817,376 | 640,892 | 657,841 |
Total funds carried forward 22 | 11 BB te | 672-961 | 684,793 |. 640,892 |
1
**----- End of picture text -----**
|Section B||Balance|Balance|sheet|sheet||:
a.|:
a.|:
a.|:
a.| |---|---|---|---|---|---|---|---|---|---|---| ||||g|||||||| ||||[e}z|||||||| ||||8|||Restricted||||| ||||S|Unrestricted||income
Endowment|Total this||Total last|| ||||fo)|funds||funds
funds|year||year|| ||||||£|£
£|£||£|| |Fixed assets
Intangibleassets
Tangibleassets
Heritage assets.
Investments|(Note15)
(Note14),
(Note 16)
(Note 17)
Total fixedassets||1
a2
ms
pos
5805|FO1
FO2
F03
F04
FOS
[= -«| SdSCCCdSCO
CS
[SS dTSSC dTCCT
| —-‘|S «|SS
TTY
|
==©6—6)|
ss «(L«ss73,829 |
673,829 |
617,864
|...
= |...
>)| 673,829
6/3,829
617,864||||||| |Current assets
Stocks|(Note 18)||ee[dT|[dT
Pe||||||| |Investments
Cash at bank and in|(Note 17.4)
hand (Note 24)||we[|
dT SO
Bog
11,722a a
11,722
23,722|||||||| |Totalcurrentassets|||810||ees|SSee|11,722||23,722|| |Creditors: amounts|falling due within|||||||||| |one year
(Note 20)|||B11|||758|758||694|| |Netcurrent|assets/(liabilities)||812||Tie|ian oe OB|x 10,984||23,028|| |Totalassets less|current liabilities||313||RD|SeeeeA|684,793||640,892||| |Provisions for liabilities|||B14nn
eas|nn
|
| CC ||||||-
-|“7| |Totalnetassets orliabilities|||B16||11,722oe|oe
673,071|684,793||640,892|| |Funds of the Charity||||||||||| |Endowment funds (Note 27)|||B17||-|673,071|673,071||617,170|| |Restricted incomefunds (Note27)|||B18|||Pe
-|-|fF||| |Unrestricted funds|||B19||11,722|-|11,722||23,722|| |Revaluation reserve|||B20||||:|||| ||Total funds||821||Tae|oeet Or|684,793||640,892|| |Signed by one or two trustees on behalf||of all|||||||Date of|| |the trustees|||||Signature
Print Name||||approval|| |||||:|=||||dd/mm/|| CC17a (Excel) 2 21/03/2025 ## Independent Examiner’s Report To the trustees of ## The Dr S C Clarke Memorial Fund Trust I report on the accounts for the year ended 31st. July 2024 which are set out on pages | to 12. ## Respective responsibilities of the Trustees and Independent Examiner The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. - It is my responsibility to ° Examine the accounts under section 145 of the 2011 Act; ° Follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Act; and - ° State whether particular matters have come to my attention. ## Basis of Independent Examiner’s Statement My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration ofany unusual items or disclosures in the accounts, and seeking explanations from the management committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently I do not express an audit opinion on the accounts. ## Independent Examiner’s Statement - In connection with my examination, no matters have come to my attention I. which give me reasonable cause to believe that in any material respect the requirements . to keep accounting records in accordance with s130 of the 2011 Act; or ° to prepare accounts which accord with these accounting records have not been met; or - pa to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. ## Signed: LIE. PZ, **----- Start of picture text -----**
Dated: (JX Tuné 2E2S
**----- End of picture text -----**
Mr GB Sparks Birchwood House Nye Road Sandford Winscombe BS25 5QE Qe _ F **----- Start of picture text -----**
Section C Notes to the accounts
Note 1 Basis of preparation
This section should be completed by all charities
1.1 Basis of accounting
These accounts have been prepared under the historical cost convention with items recognised at cost or
transaction value unless otherwise stated in the relevant note(s) to these accounts.
The accounts have been prepared in accordance with:
the Statement of Recommended Practice: Accounting and Reporting by Charities
+ and with* v preparing their accounts in accordance with the Financial Reporting Standard applicable
in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014
d with* the Financial Reporting Standard applicable in the United Kingdom and Republic of
ano Ireland (FRS 102)
* and with the Charities Act 2011
TheFRS charity102.* constitutes a public benefit entity as defined by Vv
* -Tick as appropriate
1.2 Going concern
if there are material uncertainties related to events or conditions that cast significant doubt on the charity's
ability to continue as a going concern, please provide the following details or state "Not applicable", if
appropriate:
An explanation as to those factors that support
the conclusion that the charity is a going
concern;
Disclosure of any uncertainties that make the
going concern assumption doubtful:
Where accounts are not prepared on a going
concern basis, please disclose this fact
together with the basis on which the trustees
preparedcharity is thenot accountsregarded a snda thegoing reasonconcern. why the
1.3 Change of accounting policy
The accounts present a true and fair view and the accounting policies adopted are those outlined in note { }.
* -Tick as appropriate
Please disclose:
in |
(ii) the reasons why applying the new accounting policy
provides more reliable and more relevant information;
and
(iii) the amount of the adjustment for each line affected
in the current period, each prior period presented and
the aggregate amount of the adjustment relating to
periods before those presented, 3.44 FRS 102 SORP.
1.4 Changes to accounting estimates
No changes to accounting estimates have occurred in the reporting period (3.46 FRS 102 SORP).
Yee"
No* — * -Tick as appropriate
Please disclose:
(i) the nature of any changes;
(ii) the effect of the change on income and expense or
assets and liabilities for the current period; and
(iii) where practicable, the effect of the change in one or
more future periods.
1.5 Material prior year errors
No material prior year error have been identified in the reporting period (3.47 FRS 102 SORP).
StAndrew's a a *-Tick as appropriate
Not [I
Please disclose:
en FP
(ii) for each prior period presented in the accounts, the
amount of the correction for each account line item
affected; and
**----- End of picture text -----**
(iii) the amount of the correction at the beginning of the earliest prior period presented in the accounts. CC 17a (Excel) 3 21/03/2025 |Section C|Notes to the accounts|Notes to the accounts||||(cont)|(cont)|| |---|---|---|---|---|---|---|---|---| |Note 3|Analysis of income|||||||| ||||Restricted|||||| |||Unrestricted|income||Endowment|||| |||funds|funds||funds|Total funds|Prior year|| ||Analysis|||||£|£|| |and legacies:|||GifAid
ES ESSS
legacies
C—CSC—~idSSCT
Generalgrantsprovidedbygovernment/other
ee
charities|||||||| ||Membership subscriptions and sponsorships|||||||| ||which are in substance donations|||||||| ||Donatedgoods, facilities and_services
Other
i|es
es
idSe|eese
eee
Se
ES ee eta|||||| ||lhe
C—C—sSSCSYYS
|
ie||es||EScos|cos|eS|| |activities:||||||||| ||lother
CE
Total
|||||||||| |Incomefrom[interestincome||||||||| ||Rentaland leasing income
es
es
es
es
ee
[OthereT
Total=
ee
||||||||| |Separate|[Ye|||||||| |materialitem[
ofincome:[CS|[CS|||||||| ||Tota||||=|ed|ne i]|| |Other:|Conversion ofendowmentfunds intoincome||||8,569|8569||| ||Gain on disposal of a tangible fixed asset held|||||||| ||for charity's own use|||||||| ||Gain on disposal of a programme related|||||||| ||investment|||||||| ||Royalties from the exploitation of intellectual|||||||| ||property rights
[Other
Total||||||8569]|:
aseaf|||| |TOTAL INCOME||[T8572]||||8.572||| |Other information:||||||||| |||||||||;| |All income in the prior yearwas unrestricted except for:||||||||| |(please provide description and amounts)||||||||| |Where any endowment fund is converted into income in the||||||||| |reporting period, please give the reason for the conversion.||||||||| |||Investment is|Capital growth based|||||| |Within the income items above the following items are||||||||| |material: (please disclose the nature, amount and any prior||||||||| |yearamounts)||||||||| CC 17a (Excel) 4 21/03/2025 |SectionC|SectionC|SectionC|||- Notestotheaccounts|- Notestotheaccounts||||(cont)|| |---|---|---|---|---|---|---|---|---|---|---| |Note 6||||Analysis ofexpenditure||||||| |||||||Restricted||||| ||||||Unrestricted|income|Endowment|||| ||||||funds|funds|funds||Total funds|Prioryear| |||||Analysis|||||£|£| |||||Operating membership schemes and||||||| |||||social lotteries||||||| |||||Operating a trading company||||||| |||||undertaking non-charitable trading||||||| |||||activit||||||| |a|:|||publicit
Start up costs incurred in generating||||||| |||||new source of future income||||||| |||||Portfolio management costs|a||2,239||2,239|2,117| ||||||||6,397||6,397|6,048| |||||Rent collection, property repairs and||||||| |||||maintenance charges||||||| |||||Totalexpenditureon raisingfunds|P|||8,636||8,636|8,932| |ves|||on
|ee|120001-|
-|||||12,000]|11,124| |||||Totalexpenditureoncharitable
activities|49.000|||||iat
12,000|Gite
11,124| |||||Total|a)|es|a||ees|| |other||||a|se|||||| |||||Totalotherexpenditure|a|a|eee||ee|| |TOTAL||EXPENDITURE|||[12,000]
_-|||8.636|||| CC17a (Excel) 5 21/03/2025 Other information: ## Analysis of expenditure on charitable activities |Grant| |---| |Activity or
Activities undertaken directly
funding |Support | Total this
Total
programme
of
Costs
year
prioryear| |activities| |a GS
Grants YouthWork [82,000]|
12,000]
11,124
Activity 2 a
GG
|
a CC
FX))
PA)| |Prior year expenditure on charitable activities| |canbeanalysedasfollows:
|| Within the expenditure items above the following items are material: (please disclose the nature, amount and any prior year amounts) CC 17a (Excel) 6 21/03/2025 (cont) ‘ ## Section C ## Notes to the accounts ## Note 13 Grantmaking Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken. ## 13.1 Analysis of grants paid (included in cost of charitable activities) he |13.1 Analysis of grants paid (included in cost of charitable activities)|| |---|---| ||
Grants to
Grants to|| |Analysis
institutions
individuals
Support costs|Total| |A)
a
12,000
Activity o project2
es
Activityor project's
es
se
lactivityorproject'a
||| |Please enter “Nil” ifthe charitydoes not identifyand/orallocatesupport costs.|| |13.2 Grants made to institutions|| |‘
;
ate
gs
ecopie
My
charityhasmadegrants toparticularinstitutions thatarematerial in
Vos
the contextofitsgrantmaking. Details ofthe institution supported,
purpose ofthegrantand totalpaid to each institution is available on the
“aot
;
charity'sweb site.
Yes|Pleaseprovide
detailsofcharity's
URL
—
;
Provide details
below| |Names of institution
Purpose|Totalamountof
grants paid £| |StAndrews Schoo! Congresbury
SupportWorker for Disadvantaged|12,000| |ee|| |Totalgrants toinstitutions inreportingperiod
Otherunanalysedgrants||
42,000 |
|
sid| |1) St Andrew's School Congresbury
https://www.standrewscongresbury.co.uk/
Disadvantaged Childrens Educational Support
2)VineCounsellingCongresbury
https://www.vinecounselling.org/
YouthCounselling|| CCi17a (Excel) 7 21/03/2025 31/07/2020 = \i **----- Start of picture text -----**
Section C
**----- End of picture text -----**
**----- Start of picture text -----**
Notes to the accounts (cont
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## Note 17 Investment assets Please complete this note if the charity has any investment assets. |17.1 Fixed assets investments (please|17.1 Fixed assets investments (please|provide|for each class of investment)||| |---|---|---|---|---|---| |Carrying (fair) value at beginning of|pesmfccfeeelan|=
:
F
é
F
equivalents|investments|
properties |investments
617,864|||=
Other|Total
617,864| |period|||||| |Add: additions to investments during|||||| |period*|||||| |Addi/(deduct): transfer in/(out) in the|||||| |period|||||| |Addi(deduct): netgain/(loss)on
revaluation
Carrying (fair) value atend ofyear|Eoaeca.||64,218Poof]
673,829
fe||64,218
673,829| |*Please specify additions resulting|from||||| |acquisitions through business combinations, if|||||| |any.|||||| Please note that Fair Value in this context is the amount for which an asset could be exchanged between knowlegable and willing parties in an arm's length transaction. For traded securities, the fair value is the value of the security quoted on the London Stock Exchange Daily Official List or equivalent. For other assets where there is no market price on a traded market, it is the trustees’ or valuers' best estimate of fair value. 17.2 Please provide a breakdown of investments shown above agreeing with the balance sheet row B04 differentiating between those held at fair value and those held at cost less impairment. **----- Start of picture text -----**
Analysis of investments a
Listed investments 673,829 fF ss
Grand total (Fair value at year end+Cost less impairment) Po
**----- End of picture text -----**
## 17.3 If your charity holds investment properties, please complete the following note: (i) Explain the methods and significant assumptions in determining the fair value of investment property held by the charity (ii) Name or independent valuer, if applicable, and relevant qualifications (iii) Provide details of any restrictions on the ability to realise investment property or on the remittance of income or disposal proceeds (iv) Explain any contractual obligations for the purchase, construction or development of investment property or for repairs, maintenance or enhancements CC 17a (Excel) 8 21/03/2025 \ Lu 17.4 Please provide a breakdown of current asset investments, if applicable, agreeing with the balance sheet. |Analysis of current asset|This|year|Last|year||| |---|---|---|---|---|---|---| |investments||||||| ||a|ee|ee|||| |Cash orcash equivalents
Listed investments
Investment properties
Social investments
Otherinvestments
Total|ae
ee eereee
ee
ee
eee
ee eee
Peead
ve ||||||| |17.5 Guarantees||||||| |Please provide details and amount ofany||||||| |guarantee made to or on behalfof a third party||||||| |Name ofthe entity or entities benefitting from||||||| |those guarantees||||||| |Please explain how the guarantee furthers the||||||| |charity's aims||||||| |17.6 Concessionary loans||||||| ||a|||||| ||sg
Description|||This|year £|Last year£| |Amount ofconcessionary loans received||||||| |aggregateprovidedthatsuchaggregationdoesnot
obsuresignificant information).|ee
ee|||||eee| |Terms and conditions eg interest rate, security||||||| |provided||||||| |Value ofany concessionary loans which have||||||| |been committed but nottaken up atthe reporting||||||| |date||||||| |Amountseeewanin =
Amountspayableaftermorethan4wean
Amounisrecewaniewaun en
_—
mn|Pe
ee
ee
Pe ete
||||||| |17.7 Additional information||||||| |Please provide information aboutthe||||||| |significance of investments to the charity's||||||| |financial position or performance eg. terms and||||||| |conditions ofloans orthe use ofhedging to||||||| |manaae financial risk.||||||| |For all investments measured at fair value, the||||||| |basis fordetermining the value, including any||||||| |assumptions applied when using a valuation||||||| |technique.||||||| |Wherea charity has provided financial assets as||||||| |a form ofsecurity, the carrying amount ofthe||||||| |financial asset pledged as security and the terms||||||| |andconditionsrelatingtoitspledge.||||||| CC17a (Excel) 9 21/03/2025 (cont) 31/07/2022 ## Section C ## Notes to the accounts ## Note 20 Creditors and accruals Please complete this note if the charity has any creditors or accruals. ## 20.1 Analysis of creditors **----- Start of picture text -----**
Amounts falling due Amounts falling due after
within one year more than one year
This year Last year This year Last year
£ £ £ £
Accruals for for grants payable as es ee ee
Payments received on account for contracts or
performance-related grants -
Other creditors
- |
Total 80s oe eS | aa
**----- End of picture text -----**
## Accruals for for grants payable Other creditors - ## 20.2 Deferred income Please complete this note if the charity has deferred income. ## Movement in deferred income account Balance at the start of the reporting period Amounts added in current period Amounts released to income from previous periods Balance at the end of the reporting period **----- Start of picture text -----**
Last year
£ £
fe - |
fe _
fF | =
Eo ee gd
**----- End of picture text -----**
CC17a (Excel) 10 21/03/2025 ‘e ## Section C ## Notes to the accounts Note 24 Cash at bank and in hand Short term cash investments (less than 3 months maturity date) Short term deposits Cash at bank and on hand Other Total ## (cont) |01/08/2020|| |---|---| |This year|Lastyear| |£|£| |a|| |ha|| |11,713|23,722| |a
11,713|eee
23,722| \ CC17a (Excel) 11 21/03/2025 7 : g : : 2 8=: 8 **----- Start of picture text -----**
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**----- End of picture text -----**
YC a ## | CHARITY COMMISSION FOR ENGLAND AND WALES ## Trustees’ Annual Report for the period From 01/08/2023To 31/07/2024 Charity name: Dr S C Clark Memorial Fund Trust Charity registration number: 1168699 **----- Start of picture text -----**
Objectives and Activities
| psonprtene J
Summary of the purposes of | Para 1.17 To advance in life and relieve the needs of young people
the charity as set out in its up to the age of 21 years who are resident in the County
governing document of Somerset and particularly but not exclusively living in
| the locality of St Andrew’s Church Congresbury
— of the main Para 1.17 and 1) Directly or via the support of other Charitable Bodies,
| 7 . ‘ 1.19
activities in relation to those provide assistance to achieve some specified goal that
purPaaS for the public will contribute to their life chances and personal
benefit, in particular, the
| activities, projects or fulfilment;
| services identified in the (2) To support charitable bodies that provide activities
accounts. which develop their skills, capacities and capabilities to
enable them to participate in society as mature and
responsible individuals;
(3) To support charitable bodies in their provision of
recreational and leisure time activities provided in the
| interest of social welfare, designed to improve their
conditions of life
| Statement confirming Para 1.18 The Trustees have all received the three Charity
| whether the trustees hav Commission booklets “Guidance on Public Benefit
| had d to th a a PB1,PB2,PB3” and state they have complied with
: aG regard to ie gul AOR their duty to have due regard to this guidance in
issued by the Charity exercising their powers and duties.
Commission on public
benefit
Additional information (optional)
You may choose to include further statements where relevant about:
[sorpretene |
The policy on grant making is in place. The aims
| [Poli] oucy t maki Para 1.38 a)being the Charity objectives are met
on grant Making b) to ensure the original donors intensions are met
c) to ensure the trust policy on the effectiveness and
inclusiveness of grants made is achieved
Policy on social investment
including program related Para 1.38
investment
The Secretary and Treasurer are volunteer posts.
Contribution; ; made by Para 1.38
volunteers
Other
**----- End of picture text -----**
—_ ## Achievements and Performance ||||~SORP reference|~SORP reference|~SORP reference|~SORP reference||| |---|---|---|---|---|---|---|---|---| |||||||,||| ||||||||During the year the trustees have made grants to:-|| ||||||||a)
The provision of support for disadvantaged|| ||||||||children attending St Andrew’s School.|| |;
Summary of the main
.
.
achievements ofthe charity,
identifying the difference the
charity’s work has made to|||Para||1.20||||
|
|| |the circumstances of its
beneficiaries andanywider
benefits to society as a
whole.|||||||||
|
|| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| ||||||||||| |Additional information (optional)||||||||| |You may
choose to include further statements|||||||where relevant about:
_|_| ||||||||The Trustees aim of allocating £28,000 of grants was|| ||||||||not achieved. This was due to grantees not applying|| |Aah
t
ee
cnievements agains
objectives set|||
||Barer|ara|{dit
|||forgrants. In the current economic climate and its
effect on investment income, the lower grant
allocations have helped to mitigate the lower
investment income and thus maintain a larger||
|| ||||||||| investment value that is awaiting increased returns.|| ||||||||N/A|| |Performance offundraising
activities against objectives
set|||
| Pa"|||"41||||
|
|
|| |||Co||||||| |Investment performance
.
:
.
against objectives|||
|
|
||Para||1.41
:|||Thereturnon investmentscontinued tobepoorasa
; resultthe Ukrainewarand the need to increase
interest rates to combat inflation.||
|
|| |Other|||
||enn|||ten|| TheTrustees areaware oftheneedtoreducethe
| liquidation offundsandthelevel ofgranting during
thedifficulteconomicperiod.||| Additional information (optional) You may choose to include further statements where relevant about: | NR X ## Financial Review ||Review ofthe charity’s
financial position atthe end
ofthe period|Para 1.21|In the 2023-24 yearthe total funds increased by
£43,891.A total of£12,000was given in grants and
£8,636 used for meeting investment costs.| |---|---|---|---| ||Statement explaining the
policy for holding reserves|Para 1.22|The invested funds will be held as an expendable
endowment in line with thewishes ofthe donor.| ||stating why they
are held||| ||Amount of reserves held||£684,793| ||Reasons for holding zero|Para 1.22|| ||reserves||| ||Details offund materially in|| Para 1.24|| ||deficit||| ||Explanation ofany|Para 1.23|| |||uncertainties about the||| ||
||charity continuing as a going
concern||| ## Additional information (optional) You may choose to include further statements where relevant about: |||Invested Legacy| |---|---|---| || The charity’s principal
| sources offunds (including
any fundraising)||2"1-47|| |||Initially in line with the wishes ofthe donor. However| |||investment performance will be continue to be| ||
t
¢
poli
4
ives ial. Bo ley oil
objectives including any|Para 1.46|compared against alternative options and if
necessary theapproach bestserving the objects of
the Charity Trust and the overall benefit to the Public| |social investment policy||will be adopted| |adopted||| |||The loss of the Invested Funds| ||
_A description ofthe principal
| risksfacing the charity|| Para 1.46|| ||||| |Other|ee|ee| |Structure, Governance and Management
3||| |Description of charity’s||| |trusts:||| |Type of governing document||Trust Deed| |How is the charity|Para 1.25|Charitable Trust| |constituted?||| |Trustee selection methods|Para 1.25|The existing trustees have regard to the view ofthe| |including details ofany
ite
,
_
constitutiona PIeVISIONS 2).
election to post orname of||original donoraiming to select people ofnote in the
local community with an interest in Young People to
include professionals intheeducationand support of
such youth.| |any person or body entitled||| |to appoint one or more||| |trustees||| ## Structure, 3 Governance and Management : —— ## Additional information (optional) You may choose to include further statements where relevant about: |||||New Trustees are provide with copies ofthe Trust||| |---|---|---|---|---|---|---| |Bestest
olicies and procedures
adopted for the induction||Para|151
ara|Document, Originating Legacy Will, GrantMaking
Policyand the Charity Commission Booklets on
“Guidance on Public Benefit”and “Charity
Governance’ to new trustees. The trustees are|||| |and training oftrustees||||familiarised with the significant elements ofthese||| |||||documents and updated as necessary on changes in||| |a||||Charity
Regulations and Charity
good
practice.||| |||||Chairman, Trustees, Hon. Secretary and Hon.||| |||||Treasurer||| |Thecharity’s organisational
structure and any wider|||Pane "1||||| |network with which the||||||| |charity works||||||| |||||When considering grant requests the trustees are|||| |||||mindful of their church, school and other charity||| |Relati
hi
ith
lated
elationship with any related
parties|||Para 1.51||connections and where required declare their
interests andwithdrawfrom any vote.||| ||||||||| ||||||||| ||||||||| **----- Start of picture text -----**
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## Reference and Administrative details Dr S C Clark Memorial Fund Trust Other name the charity uses Registered charity number 1168699 Charity’s principal address c/o Congresbury Church Office, Station Road, Congresbury BRISTOL BS49 5DX a XY ## Names of the charity trustees who manage the charity **----- Start of picture text -----**
1 |Rev M Thomson [Chairman (as s|sti—SsSSCiSY Existing Trustees
2 | Ms E Cran ee ee Existing Trustees
3[MrsFMarin | | | Existing Trustees
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Corporate trustees — names of the directors at the date the report was approved Director name **----- Start of picture text -----**
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Name of trustees holding title to property belonging to the charity **----- Start of picture text -----**
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Funds held as custodian trustees on behalf of others Description of the assets held in this capacity —| | 4 ‘ — | 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) |Names and addresses of advisers (Optional information)|| |---|---| |Type of
Name
Address|| |adviser|| |Financial
SuccessionWealth
Drake Building, 15Davy Road, Plymouth Science Park,
Management Ltd.||| |P|
Derriford, Plymouth, PL68BY||| |Name of chief executive or names ofsenior staffmembers (Optional information)
a
a
Ee
||| |Exemptions from disclosure|| |Reasonfornon-disclosureofkey
personneldetails|| **----- Start of picture text -----**
——
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## Declarations 7 The trustees declare that they have approved the trustees’ report above. , Signed on behalf of the charity’s trustees sionaturets|] (ark (Yuan ~| Full name(s) |, e/ eTHeN “THe Position (eg Secretary,Chair,etc) CHAK, _| Date qfzo2