2022-12-31-accounts

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year 1 January 2022 To 31 December 2022

From

Section A Reference and administration details

Charity name NEW FRIENDS OF ST OSMUNDS

Other names charity is known by Registered charity number (if any) 1172380 Charity's principal address HERITAGE HOUSE

OSMINGTON, DORSET

Postcode DT3 6EX

Names of the charity trustees who manage the charity

----- Start of picture text -----
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
MR JEFFREY Chairman
1
JOHN LITTLE
MRS SALLY Secretary
2
LITTLE
MRS DOROTA Treasurer
3 MALGORZATA
HADEN
MRS MARJORIE
4
BANDY
MRS HILARY
5
SUSAN BALLARD
MR NICOLAS JON
6
IRELAND
7
8
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----

March 2012

TAR

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser	Name	Address




Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution

(eg. trust deed, constitution)

Charitable Incorporated Organisation (CIO) How the charity is constituted

(eg. trust, association, company)

Appointed by a resolution passed at a properly convened meeting of the Trustee selection methods charity trustees

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

March 2012

TAR

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)	1: The advancement of the Christian religion for the benefit of the public by supporting the reordering, improvement, enhancement, restoration, maintenance and repair of St. Osmunds church, in the Diocese of Salisbury, its monuments, fixtures, fittings, furniture, stained glass, ornaments, other chattels and its churchyard and access. 2. To advance the education of the public in the heritage of St. Osmunds Church and Osmington Parish, by providing information on its history and architecture.
	The trustees have had regard to the guidance issued by the Charity Commission on public benefit. The church is an essential element of the small village community but lacks basic facilities such as toilets, catering, lighting and flexibility in its lay out. It also suffers from poor access having a steep approach which is difficult for old residents to access. The aim is to improve facilities for the parishioners and local residents of the village and to provide a more flexible, useable and relevant centre which can be used to stage community events, heritage displays, concerts and plays, working alongside the nearby village hall. All of these modifications require funds. A series of small events has been staged to raise an initial fighting fund to commence the projects. We will now move onto seeking larger grants and donations from institutions and other philanthropic organisations who support such causes across the church community.

Summary of the objects of the
charity set out in its
governing document
Summary of the main
activities undertaken for the
public benefit in relation to
these objects (include within
this section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit)

1: The advancement of the Christian religion for the benefit of the public
by supporting the reordering, improvement, enhancement, restoration,
maintenance and repair of St. Osmunds church, in the Diocese of
Salisbury, its monuments, fixtures, fittings, furniture, stained glass,
ornaments, other chattels and its churchyard and access.
2. To advance the education of the public in the heritage of St. Osmunds
Church and Osmington Parish, by providing information on its history and
architecture.

The trustees have had regard to the guidance issued by the Charity
Commission on public benefit.
The church is an essential element of the small village community but
lacks basic facilities such as toilets, catering, lighting and flexibility in its
lay out. It also suffers from poor access having a steep approach which
is difficult for old residents to access.
The aim is to improve facilities for the parishioners and local residents of
the village and to provide a more flexible, useable and relevant centre
which can be used to stage community events, heritage displays,
concerts and plays, working alongside the nearby village hall.
All of these modifications require funds. A series of small events has
been staged to raise an initial fighting fund to commence the projects.
We will now move onto seeking larger grants and donations from
institutions and other philanthropic organisations who support such
causes across the church community.

Additional details of objectives and activities (Optional information)

March 2012

TAR

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

After the pause in fundraising activities during the pandemic lockdown, we held our most successful event, an auction of promises, in May 22 which generated a profit of £1,478. That event was ready to run before the pandemic but had to be postponed.

We also held our 3[rd] Christmas concert with One Voice Choir in December 2022 which was as always, very enjoyable although not as well attended as in prior years.

March 2012

TAR

Section E Financial review

The value of funds as of 31 December 2022 was £11,515 (2021: £9,256). Brief statement of the All of these funds come from local fundraising activities held since June charity’s policy on reserves 2016, when the re-ordering project was launched. It is our intention to build up these immediately available funds to cover the up-front project costs required to achieve the necessary design, approvals and permissions needed prior to the 2-phase re-ordering exercise. In addition, the PCC have agreed to release church funds to help create the conditions necessary for construction activity to commence. Details of any funds materially We realise the need to apply for and obtain larger grants for the main in deficit construction activities of the re-ordering exercise.

Further financial review details (Optional information)

Once the designs, permissions and approvals are in place and the
You may choose to include Diocese are finally content with the scope and design of the re-ordering,
additional information, where we will seek key grants from the main grant allocating agencies at both
relevant about: county and national level. This will focus on providing WC facilities for
the charity’s principal the church and providing kitchen facilities to enable limited catering and sources of funds (including refreshment capabilities. any fundraising); Some of the pews may be removed. We are very conscious of the high
how expenditure has inflation rates for building supplies and services. These will inevitably increase the total we need prior to match funding application.
supported the key objectives Together with the current economic situation, we expect the fundraising
of the charity; environment to be increasingly difficult and slow compared to previous
investment policy and years. objectives including any Our next AGM will address these challenges and may result in changes ethical investment policy to the strategy. adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

J J Little

Signature(s) Mrs Dorota M Haden Full name(s) MR JEFFREY JOHN LITTLE Position (eg Secretary, Chair, Chairman Treasurer etc) Date 30 Sep 2023 01 Oct 2023

March 2012

TAR

Issuer Haden Chartered Accountants Document generated Sat, 30th Sep 2023 16:12:35 UTC Document fingerprint 1c0088fb43267976e4e0c4ddaba6f49e

Parties involved with this document

Document processed

Party + Fingerprint

Sat, 30th Sep 2023 16:13:59 UTC

Sun, 1st Oct 2023 11:08:13 UTC Sun, 1st Oct 2023 11:08:13 UTC

Mrs Dorota Malgorzata Haden - Signer (4de24c805cc6fb7dae97e41c7f42eb9c) Mr Jeff Little - Signer (65d6c75ea36480298ffa48d7422ceb14) Mrs Sally Little - Copied In (9d29a17d1beb56d19c382e9c715f7e2b)

Audit history log

Date

Action

Sun, 1st Oct 2023 11:08:13 UTC Sun, 1st Oct 2023 11:08:13 UTC Sun, 1st Oct 2023 11:08:13 UTC Sun, 1st Oct 2023 11:08:13 UTC Sun, 1st Oct 2023 11:08:13 UTC Sun, 1st Oct 2023 11:02:49 UTC Sat, 30th Sep 2023 16:14:00 UTC Sat, 30th Sep 2023 16:14:00 UTC Sat, 30th Sep 2023 16:13:59 UTC Sat, 30th Sep 2023 16:13:59 UTC Sat, 30th Sep 2023 16:13:00 UTC Sat, 30th Sep 2023 16:12:45 UTC Sat, 30th Sep 2023 16:12:37 UTC

Sat, 30th Sep 2023 16:12:37 UTC Sat, 30th Sep 2023 16:12:37 UTC

Document emailed to party email (35.178.31.131) Mr Jeff Little viewed the envelope. (79.79.161.205) This envelope has been signed by all parties (79.79.161.205) Sent the envelope to Mrs Sally Little for signing (79.79.161.205) Mr Jeff Little signed the envelope (79.79.161.205) Mr Jeff Little viewed the envelope. (79.79.161.205) Mrs Dorota Malgorzata Haden viewed the envelope. (5.65.249.245) Document emailed to party email (18.132.18.68) Sent the envelope to Mr Jeff Little for signing (5.65.249.245) Mrs Dorota Malgorzata Haden signed the envelope (5.65.249.245) Mrs Dorota Malgorzata Haden viewed the envelope. (5.65.249.245) Document emailed to party email (18.130.237.41) Sent the envelope to Mrs Dorota Malgorzata Haden for signing. (18.132.247.247) Envelope has been set to automatically expire after 182 day(s). (18.132.247.247) Envelope has been set to automatically remind the active signer every 7 day(s). (18.132.247.247)

Sat, 30th Sep 2023 16:12:37 UTC Mrs Sally Little has been assigned to this envelope. (18.132.247.247) Sat, 30th Sep 2023 16:12:37 UTC Mr Jeff Little has been assigned to this envelope. (18.132.247.247) Sat, 30th Sep 2023 16:12:37 UTC Mrs Dorota Malgorzata Haden has been assigned to this envelope. (18.132.247.247) Sat, 30th Sep 2023 16:12:37 UTC Envelope generated. (18.132.247.247) Sat, 30th Sep 2023 16:12:37 UTC Document generated with fingerprint 940a81a269230b05c706693833d0e30b. (18.132.247.247) Sat, 30th Sep 2023 16:12:37 UTC Document generated with fingerprint 1c0088fb43267976e4e0c4ddaba6f49e. (18.132.247.247) Sat, 30th Sep 2023 16:12:35 UTC Envelope generated with fingerprint 314a32fd41739f059105ceabf32095cb (18.133.63.166)

----- Start of picture text -----
Charity Name NEW FRIENDS OF ST OSMUNDS No (if any)
1172380
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/01/22 31/12/22
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Charitable activities 2,142 - - 2,142 -
Donations 581 - - 581 64
Gift aid - - - -
Interest income 15 - - 15 1
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 2,738 ] - - 2,738 65
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 2,738 - - 2,738 65
A3 Payments
Expenditure on charitable activities 419 - - 419 -
Bank charges 60 - - 60 5
Insurance - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 479 ] - - 479 5
A4 Asset and investment
purchases, (see table)
Display Frame - - -
Hot water urn -
Stock - - - -
Sub total [ - ] - - - -
Total payments 479 - - 479 5
Net of receipts/(payments) 2,259 - - 2,259 60
A5 Transfers between funds - - - - -
A6 Cash funds last year end 9,256 - - 9,256 9,196
Cash funds this year end 11,515 - - 11,515 9,256
----- End of picture text -----

CCXX R1 accounts (SS)

30/09/23

Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	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 Details *Total cash funds* (agree balances with receipts and payments account(s)) Hall Hire deposit Details Cash in bank Cash in hand Items in Transit Details Signature Creditors J J Little	Unrestricted funds Restricted funds to nearest £ to nearest £ 11,285 - 150 - - 11,435 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ 100 - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - 20 - - - - - Print Name Jeffrey J Little Dorota M Haden 01 Oct 2023 30 Sep 2023	Endowment funds to nearest £ -
			-
			OK
			Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval

CCXX R2 accounts (SS)

30/09/23

Issuer Haden Chartered Accountants Document generated Sat, 30th Sep 2023 16:12:35 UTC Document fingerprint 940a81a269230b05c706693833d0e30b

Parties involved with this document

Document processed

Party + Fingerprint

Sat, 30th Sep 2023 16:13:59 UTC Sun, 1st Oct 2023 11:08:13 UTC Sun, 1st Oct 2023 11:08:13 UTC

Mrs Dorota Malgorzata Haden - Signer (4de24c805cc6fb7dae97e41c7f42eb9c) Mr Jeff Little - Signer (65d6c75ea36480298ffa48d7422ceb14) Mrs Sally Little - Copied In (9d29a17d1beb56d19c382e9c715f7e2b)

Audit history log

Date

Action

Sat, 30th Sep 2023 16:12:37 UTC Sat, 30th Sep 2023 16:12:37 UTC

Envelope has been set to automatically expire after 182 day(s). (18.132.247.247) Envelope has been set to automatically remind the active signer every 7 day(s). (18.132.247.247)

Trustees' Annual Report for the period

Section A Reference and administration details

Names of the charity trustees who manage the charity

Names and addresses of advisers (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Additional governance issues (Optional information)

Section C Objectives and activities

Additional details of objectives and activities (Optional information)

Section D Achievements and performance

Section E Financial review

Further financial review details (Optional information)

Section F Other optional information

Section G Declaration

~~J J Little~~

Parties involved with this document

Document processed

Party + Fingerprint

Audit history log

Date

Action

Parties involved with this document

Document processed

Party + Fingerprint

Audit history log

Date

Action

J J Little