## **BOOTH CHARITABLE FOUNDATION CIO** ## **Charity no.1171530** ## **Annual report 31[st] December 2020** The Trustees of Booth Charitable Foundation CIO present this annual report, covering the period between 1[st] January 2020 and 31st December 2020 (‘the period’). ## **Reference and administrative details** The charity, Booth Charitable Foundation, is a charitable incorporated organisation which was registered with the Charity Commission of England and Wales on 8[th] February 2017. The charity’s registration number is 1171530. The charity does not have any offices or other premises; its public address is c/o The Royal Adelaide Hotel, Windsor, Berks SL4 2AG The names of all those who served as the charity’s trustees during the period and subsequently are given below (in alphabetical order), with the start and end dates of the term of office of each given, where relevant: |**_Name_**|**_Start_**|**_End_**| |---|---|---| |Mrs Elaine Booth|08.02.17|| |Mr Martyn Booth|08.02.17|| |Mrs Sandra Johnson|08.02.17|| ## **Structure, governance and management** Booth Charitable Foundation has 3 trustees who work together daily. Since registration on 8[th] February 2017 grant requests have been received by email, post or have been locally selected by the trustees. On receipt of all grant or funding requests all 3 trustees consider if the request falls within the scope of the charity (see objectives below). The amount of grant awarded is at the discretion and agreement of the trustees. All income will be received by way of personal donations from Elaine & Martyn Booth (trustees). **1 |** P a g e ## **Objectives and activities** The objects of the CIO are: - The relief of those in need because of youth, age, ill-health, disability, financial hardship or other disadvantage in particular, but not exclusively in the Cotswolds and surrounding areas. - The advancement of the arts, culture and heritage for the benefit of the public, but not exclusively, in the Cotswolds and surrounding areas. - The advancement of health for the benefit of the public, but not exclusively in the Cotswolds and surrounding areas. - The advancement of such other exclusively charitable purposes (according to the law of England and Wales) as the trustees see fit from time to time in particular, but not exclusively in the Cotswolds and surrounding areas. ## **What** - general charitable purposes - the advancement of health or saving of lives - disability - arts / culture / heritage / science ## **Who** - - - - - - children / young people - elderly / old people - people with disabilities - other charities or voluntary bodies - the general public / mankind ## **How** - - makes grants to organisations ## **Performance** During the period, there were 2 grants awarded. ## **Chandos and Dents Almshouses £637.00** **The aim of the Trust is** to provide affordable accommodation to persons of limited means and of good character who live in the borough of Tewkesbury, preference is given to persons living in Winchcombe. The Booth Foundation was approached as being a local charity to provide new outdoor seating for residents to replace their old end of life furniture. A teak bench and 2 teak chairs which will hopefully last many years were duly installed. **2 |** P a g e ## **Tudor House for gentlefolk of limited means £1000** This is a very small charity in financial terms, although the property it occupies is large and rambling, and expensive to maintain. The charity found itself trying to raise funds to maintain the building for its residents to ensure the building could continue to provide homes for those in need. The trustees agreed that a grant of £1000 should be offered to support the upkeep of the property. ## **Outlook for 2021** The trustees have made 2 further donations in 2021 amounting to £1135 and these will be detailed in the next review. Further donations are also being considered for 2021. ## **Financial review** The charity had no assets or known liabilities at the period end. During 2020 the charity spent £1,637 on 2 grant awards as listed previously. The charity incurred bank charges of £480.70 during the period and £114 on IT support, there were no other expenses. No further income or expenditure was made during 2020. No funds were or are held as a custodian on behalf of others. ## **Public benefit statement** The trustees confirm that they have complied with their duty to have due regard to the guidance on public benefit published by the Charity Commission in exercising their powers or duties. **Martyn Booth Trustee** **Elaine Booth Trustee** **Sandra Johnson Trustee** **3 |** P a g e |**Booth Charitable Foundation**||**1171530**|| |---|---|---|---| |**Receipts andpayments accounts**|||**CC16a**| |01-Jan-20
**For the period**
**from**|**To**|31-Dec-20|| |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**1,637**
**481**
**114**
**-**
**-**
**2,232**
**-**
**-**
**-**
**2,232**
**- 2,232**
**-**
**4,473**
**2,241**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**1,637**
**481**
**114**
**-**
**-**
**2,232**
**-**
**-**
**-**
**2,232**
**- 2,232**||**Last year**
**to the nearest £**| ||**-**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**||**5,019**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**-**|||**-**||**5,019**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**||**-**
**-**
**-**|**-**||| ||**-**|||**-**||**-**| |**_Sub total_**|**-**|||**-**||**-**| |**_Total receipts_**
**A3 Payments**||||||| ||||**-**|**-**||**5,019**| |||||||| |Donations|**1,637**||**-**
**-**
**-**
**-**
**-**
**-**|**1,637**||**1,500**| |Bank Charges|**481**|||**481**||**451**| |IT Costs|**114**|||**114**||**114**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_ **|**2,232**|||**2,232**||**2,065**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**||**-**
**-**
**-**|**-**||| ||**-**|||**-**||| |**_Sub total_ **|**-**|||**-**||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| ||||**-**|**2,232**||**2,065**| |||||||| ||**- 2,232**|**-**|**-**|**- 2,232**||**2,954**| ||**-**|**-**|**-**
**-**|**-**||**-**| ||**4,473**|**-**||**4,473**||**1,519**| ||**2,241**|**-**|**-**|**2,241**||**4,473**| CCXX R1 accounts (SS) 22/10/2021 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash in bank
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,241**
**-**
**-**
**-**
**-**
**-**
**2,241**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Martyn Booth
Elaine Booth|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||22-Oct-21| ||||22-Oct-21| ||||| CCXX R2 accounts (SS) 22/10/2021 2