Trustees’ Annual Report for the period
From 01/04/2020 Period start date To 31/03/2021 Period end date
Charity name: Downton 4 Family
Charity registration number: 1172038
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote the care & upbringing of children for public benefit by providing family 1-1 mentoring and advocacy for families with at least 1 child under 18 |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Mentoring Advocacy Parenting support |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees have read the guidance and all new trustees are given the information as part of induction |
Achievements and Performance
SORP reference The charity has supported several families over the course of the year. Summary of the main Para 1.20 achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Financial position is reviewed at every trustee meeting and final accounts are approved by the board |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity has no policy on reserves as it is not currently required |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no current concerns |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointed |
Reference and Administrative details
| Charity name | Downton 4 Family |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1172035 |
| Charity’s principal address | Downton Baptist Church South Lane Downton Wiltshire SP5 3NA |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 |
Philip Rhoades | Chair | ||
| Rosemary Leo | Treasurer | |||
| Katy Ullyat | ||||
| Anna Elston | ||||
| Debra Harris | ||||
| Mary Ann Barber |
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
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)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Rosemary Leo Full name(s) Rosemary Leo Position (eg Treasurer Secretary, Chair, etc)
Date 24/1/2022
| Accounts - April 20 - Mar 21 | ||||||
| £7330.24 | Bank statement 31/03/20 | |||||
| Unrestricted Donation | £2,442.31 | |||||
| Restricted Donations | £9533.42 | |||||
| Virgin money | £141.25 | |||||
| Charitycars | £300.00 | |||||
| Christmas card sales | £845.00 | |||||
| Refunds | £50.00 | |||||
| Online shop | £1,610.50 | |||||
| Total Income | £14,922.48 | |||||
| Stationery | £0.00 | |||||
| Phone | £250.00 | |||||
| Publicity | £87.60 | |||||
| Insurance | £453.96 | |||||
| Bank Charges | £0.00 | |||||
| Professional Services | £4896.00 | |||||
| Travel | £0.00 | |||||
| Training | £0.00 | |||||
| IT | £738.56 | |||||
| Familysupport | £996.52 | |||||
| HMRC | £0.00 | |||||
| Rent including | ||||||
| utilities | £286.36 | |||||
| Online shop | £1163.60 | |||||
| Total Expenditure | £8872.60 | |||||
| Closing Bank Balance | £13,380.12 | |||||