## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year 1 January 2023 **To** 31 December 2023 **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** 1 **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** 2 ## **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. Osmund's 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. Osmund’s
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 that support such
causes across the church community.| ## **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 4 Section D Achievements and performance **Summary of the main** The fund-raising environment remains difficult against the background **achievements of the charity** cost-of-living challenges and inflation. The Charity must fish for funds in **during the year** a very small pond where lots of others also float their hooks in search of cash. We have offered a wide variety of events over the past year hoping to attract residents who want ‘something different’ within this small, rural Dorset community. Such a programme is ‘people power’ intense and the trustees work hard setting up the village hall for events, preparing food and delivering variety. We have changed our tactics in response. A series of informed lectures have been developed, charging no direct entry fees and relying on attendee donations into specially constructed boxes. This has also provided an export opportunity – delivering the presentations to other villages and organisations around the local area. We shall continue to grow this new angle and more titles are now being developed. As explained above, St Osmund’s church lacks basic infrastructure which limits its flexibility and use. It has excellent harmonics and could be used much more for musical events – choir concerts, organ recitals, singers etc if we can provide its missing albeit basic facilities. At the same time, we are aware of the high maintenance and sustainment costs of such an aged building which are themselves a challenge for the Parochial Church Council (PCC) with a tiny congregation and a Padre who covers 4 other churches and is also a reservist in the army. Our plan is to exploit the history of Saint Osmund himself (he is the Patron Saint of boils, ruptures, toothache and insanity}, the painter John Constable who lived in the village for 6 months and another leading artist, one Mr Talbot Hughes, who is buried in the Church grounds, will be developed in the near future. We will continue to aim to stage at least 4 fundraising events during the coming years. Progress, however, will not be rapid and this will be _de facto_ a most lengthy campaign demanding ever more innovative ways of achieving income. There appear to be no immediate ‘quick fixes and thus steady progress to build towards the sums required demands patience and gradual growth whilst also maintaining community support. Efforts to work with other fund-raising elements within the community have not been successful to date, however, we live in the hope that joint, combined efforts alongside other organisations and societies may increase the pace in the future. the importance of Public Benefit remains to the fore – the closure of the one village pub has had a visibly detrimental effect on community cohesion and along with our fund-raising efforts we aim to fill a gap in the social life and times of this small, diverse Parish. March **2012** **TAR** 5 ## **Section E Financial review** The value of funds as of 31 December 2023 was £14,163 (2022: **Brief statement of the** £11,515). All of these funds come from local fundraising activities held **charity’s policy on reserves** since June 2016, when the re-ordering project was launched. It is our intention to build up these immediately available funds to cover the upfront 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 Salisbury Diocese are finally content with the scope and design of the re- - additional information, where ordering, we will seek key grants from the main grant allocating agencies - relevant about: at both county and national level. This will focus on providing WC - the charity’s principal facilities for the church and providing kitchen facilities to enable limited sources of funds (including catering and 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** Dorota Haden **Signature(s)** Mrs Dorota M Haden **Full name(s)** MR JEFFREY JOHN LITTLE **Position (eg Secretary, Chair,** Chairman Treasurer **etc) Date** 17 Jun 2024 17 Jun 2024 March **2012** **TAR** 6 ## **Issuer** **Issuer** Haden Chartered Accountants **Document generated** Mon, 17th Jun 2024 9:27:48 UTC **Document fingerprint** af64d50f14dbc7b2da5f10d43ea559f5 ## **Parties involved with this document** **Document processed Party + Fingerprint** Mon, 17th Jun 2024 12:34:58 UTC Mr Jeff Little - Signer (ed225b8d9c7e95e01b2f56814f318bb1) Mon, 17th Jun 2024 16:44:10 UTC Mrs Dorota Malgorzata Haden - Signer (da79175d4cb451b52ba1758fd401ad75) Mon, 17th Jun 2024 16:44:10 UTC Mrs Sally Little - Copied In (4bc5047283ebd5debe6a0469d9d80cf3) **Audit history log Date Action** Mon, 17th Jun 2024 9:27:48 UTC Envelope generated with fingerprint cb0a776315da323273bcb69597b64c9018.133.63.166 Mon, 17th Jun 2024 9:27:50 UTC Document generated with fingerprint af64d50f14dbc7b2da5f10d43ea559f5.35.176.138.110 Mon, 17th Jun 2024 9:27:50 UTC Envelope generated.35.176.138.110 Mon, 17th Jun 2024 9:27:50 UTC Mr Jeff Little has been assigned to this envelope.35.176.138.110 Mon, 17th Jun 2024 9:27:50 UTC Mrs Dorota Malgorzata Haden has been assigned to this envelope.35.176.138.110 Mon, 17th Jun 2024 9:27:50 UTC Mrs Sally Little has been assigned to this envelope.35.176.138.110 Mon, 17th Jun 2024 9:27:50 UTC Envelope has been set to automatically remind the active signer every 7 day(s).35.176.138.110 Mon, 17th Jun 2024 9:27:50 UTC Envelope has been set to automatically expire after 182 day(s).35.176.138.110 Mon, 17th Jun 2024 9:27:50 UTC Sent the envelope to Mr Jeff Little for signing.35.176.138.110 Mon, 17th Jun 2024 9:27:58 UTC Document emailed to party email13.40.179.175 Mon, 17th Jun 2024 12:32:25 UTC Mr Jeff Little viewed the envelope92.23.60.73 Mon, 17th Jun 2024 12:34:58 UTC Mr Jeff Little signed the envelope92.23.60.73 Mon, 17th Jun 2024 12:34:59 UTC Sent the envelope to Mrs Dorota Malgorzata Haden for signing92.23.60.73 Mon, 17th Jun 2024 12:34:59 UTC Document emailed to party email18.130.185.36 Mon, 17th Jun 2024 12:34:59 UTC Mr Jeff Little viewed the envelope92.23.60.73 Mon, 17th Jun 2024 16:43:38 UTC Mon, 17th Jun 2024 16:44:10 UTC Mon, 17th Jun 2024 16:44:11 UTC Mon, 17th Jun 2024 16:44:11 UTC Mon, 17th Jun 2024 16:44:11 UTC Mon, 17th Jun 2024 16:44:11 UTC Mrs Dorota Malgorzata Haden viewed the envelope167.172.61.164 Mrs Dorota Malgorzata Haden signed the envelope167.172.61.164 Sent the envelope to Mrs Sally Little for signing167.172.61.164 This envelope has been signed by all parties167.172.61.164 Document emailed to party email18.171.180.37 Mrs Dorota Malgorzata Haden viewed the envelope167.172.61.164 CHARITY COMMISSION Fofi ENGIAND AND WALES 1172380 Recei ts and ments aGGounts CC16a For the perlod from To 01n1r202fJ 31112r23 Section A Receipts and payments Unrestdcted funds Restrfcted fund• Endowment lun Totsl funds Last year A1 R•¢el Chant8ble actMI Donab4¥ Glft 8id Inlermt &274 581 167 ross inGom8 AR) 4128 2,731 41X let an *•• table . 4,121 Pa I￿r¢ on ch•ritabh •¢bvkn• nk ¢h• Insulance 17 419 ei Sub to¢•1 4n A4 A•••t and InvMtm•nt Dl3 Frgme Hol w41*r um Stock Sub total zz££ 1.478 1.478 479 N•t of r•¢•lptsllp•ym•ntsJ AO Tronjfern b•tbY•en fur￿¥ A6 Ca8h fund• la•t y•ar •nd Cash funds th18 y•ar •nd 2.269 14163 14.183 11.51 CCXX R1 ac¢tsJnts1881 Section B Statement of assets and liabilities at the end of the period Unrestrictsd funds to nW•8t£ Re5trictsd funds to £ Entlowment funds to rwre•t£ Categorles Detalls 81 Caoh fund• 13,790 111 Itm In Tr 32 Total cash funds 13.940 >>xd•l) Unrn•trl¢t•d fund$ RMtrl¢t•d fund8 to n•ar•¥t£ Endowm•nt lunds to tt•arMt£ Detalls Hall Hire 82 other mon•tary •88•ts 10Tr GrftAid dam Irum HMRC 214 Fund to whlch bel ¢urr•ntvalu• tlonil Detall• CW lryUonnl) Fund to Curr•nt Valu• Detall• Co•t lopllonofj B4 A88•ts r•taln•d for th• charlty's own u Fund to whkh Amourrt du• Wh•tTr du• D•tsll8 Hal Nre Irht*•iopgy B5 Ll*bllltl•• UnreJvKwd fundl 217 Svaned ty one or trul1￿• on bohaif of all the tru$t¢e$ Dale of roval SkJn•lur• Prfrt Name JLnO Ir.h.I CCXX R2 0¢￿￿nts ISSI 1*04124