## **Trustees’ Annual Report for the period** ## **From 05.04.2022 Period start date To 04.04.2023 Period end date** ## **Charity name: Ben St Joseph Trust** ## **Charity registration number:1177551** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The Ben St Joseph Trust was set up to**
**provide**
**grants/scholarships/maintenance**
**allowances for young people to further**
**their education, skills and capabilities,**
**and social development**| |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|**The trust received a substantial sum of**
**money from the will of Professor Ruth**
**Bellairs during the year. Following this,**
**we have been able to start planning**
**grants for the local school for a**
**programme of enhanced music**
**teaching.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Grants have been awarded in the**
**interests of public benefit.**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
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.|Para 1.20|**Having received an injection 0f £200,000**
**from the will of Professor Ruth Bellairs,**
**we were advised by Finn and Co that we**
**could draw down at least £5,000 per**
**year in income without risk to the**
**capital. The world economic situation**
**and the impact on investments over the**
**past 12 months mean that the funds**
**have not performed as well as**
**anticipated, but outgoings have so far**
**been met from the bank account without**
**the need to realise any investments.**
**In discussion with Tollesbury Primary**
**School, we have set up a programme of**
**music tuition to allow all class 4 pupils**
**access to a full year of specialist music**
**teaching. This has been well supported**
**by Essex County Council who have**
**provided additional funding.**
**In addition, we have bought extra**
**Glockenspiels for the school, to ensure**
**there are enough to do musical work**
**with the other year groups. A drumming**
**workshop was also funded, involving all**
**the children in a noisy, fun day.**
**Going forward, the plan is for the**
**current year 4 children to be offered**
**subsidised individual flute lessons in**
**year 5, and to start again with whole**
**class teaching for the next year 4 group.**
**The feedback from the school – and**
**from individual parents – has been**
**immensely positive. They have**
**highlighted the improvement in**
**concentration, confidence and posture**
**(playing the flute) as well as the**
**enormous enjoyment the children have**
**had and the educational value of**
**musical literacy.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set |Performance of fundraising
activities against objectives
set|Para 1.41|| |---|---|---| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**At the end of the financial year, funds**
**stood at £4360 in a Barclays Community**
**Account. A further £257,898 Is in**
**investments**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**It is the intention to manage the**
**investment fund to produce an income**
**of at least £5,000 per year, and hopefully**
**increase the capital over time.**| |Amount of reserves held|Para 1.22|**£257,898**| |Reasons for holding zero
reserves|Para 1.22|**n/a**| |Details of fund materially in
deficit|Para 1.24|**n/a**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**No uncertainty**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust Deed**| |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|**By invitation**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Ben St Joseph Trust| |---|---| |Other name the charity uses|| |Registered charity number|1177551| |Charity’s principal address|Mell Farm, Tollesbury, Maldon, Essex CM98SS| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Vivien St Joseph|||| ||Andrew St Joseph|||| ||Emma Howland|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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) Full name(s)** Anne Vivien St Joseph **Position (eg Secretary,** Chair **Chair, etc)** **Date** 05.08.2023 ||**Charity Name**

**Ben St Joseph Trust**|**Charity Name**

**Ben St Joseph Trust**|**Charity Name**

**Ben St Joseph Trust**|**No (if any)**|**CC16a**| |---|---|---|---|---|---| ||**For the period**
**from**|Period start date
05.04.2022|**To**|Period end date
04,04,2023|| ||||||| |**Section A Receipts and payments**|||||| |**A1 Receipts**
16.04.2022
**200**
02.09.2022
**200,000**
**200,200**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 200,200**
**A3 Payments**
30.09.2022
**1,000**
04.10.2022
**50,000**
6.10.2022
**50,000**
6.10.2022
**50,000**
08.11.2022
**45**
13.12.2022
**45,000**
**-**
**-**
**-**
**_Sub total_ 196,045**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 196,045**
**_Net of receipts/(payments)_ 4,155**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**205**
**_Cash funds this year end_ 4,360**
**Unrestricted**
**funds**
**to the nearest £**
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**||**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**200**
**200,000**
**-**
**-**
**-**
**-**
**-**
**200,200**
**-**
**-**
**-**
**200,200**
**1,000**
**50,000**
**50,000**
**50,000**
**45**
**45,000**
**-**
**-**
**-**
**196,045**
**-**
**-**
**-**
**196,045**
**4,155**
**-**
**205**
**4,360**|**Last year**
**to the nearest £**| ||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**200**|**-**| |||||**200,000**|**-**| |||||**-**|**-**| |||||**-**|**-**| ||||||**-**| |||||**-**|**-**| |||||**-**|**-**| |||||**-**|**-**| |||||**200,200**|**13,250**| ||||||| ||||**-**
**-**
**-**|**-**|| |||||**-**|**-**| |||||**-**|**-**| ||||||| ||||**-**|**200,200**|**13,250**| ||||||| ||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**1,000**|**-**| |||||**50,000**|**-**| |||||**50,000**|**-**| |||||**50,000**|**-**| |||||**45**|**-**| |||||**45,000**|**-**| |||||**-**|**-**| |||||**-**|**-**| |||||**-**|**-**| |||||**196,045**|**-**| ||||||| ||||**-**
**-**
**-**|**-**|| |||||**-**|| |||||**-**|**-**| ||||||| ||||**-**|**196,045**|**-**| ||||||| |||**-**|**-**
**-**
**-**
**-**|**4,155**|**13,250**| |||**-**||**-**|**-**| |||**-**||**205**|**-**| |||**-**||**4,360**|**13,250**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**|**Details**
Bank balance
**Details**
**Details**
Investment fund
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**4,360**
**-**
**-**
**4,360**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Portfolio**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**-**
**-**
**-**
**-**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**
**Restricted**
**funds**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Endowment**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**257,898**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| Signed by one or two trustees on behalf of all the trustees Signature |Print Name
A.V.St Joseph|Date of
approval| |---|---| |A.V.St Joseph|02.08.2023| ||| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Sectioii A Independent Examiner's Report Report to th• tru$teesl On a¢¢ounts for the year Charlty no (If any) 1177g(I Set on pagos I report to the tntstees on my examinalion ofth8 accounts ofthe at4)ve chanty (Ihe Trusfi fc* the year ended R•sponslbllOtl8s and As the charity tru$tees of the Trust. you are reswnsible for the preparation basis of report of the accounts in acc4wdarKe wth the rwirements ofth8 Charities Act 2011 rthe Acr}. I rewt in yes￿¢t of my examination ofthe Tr￿f$ acco￿￿ ￿rr￿d out under seclion 145 of the 2011 Art and in carying out my examination, I have followed the *icable Directions gi￿ by thg Charity cC￿nMISSIOn under seclion 1445)(b) ofthe Ad. I have completed my examin I ￿nfiryn thai no material matters have come to my attentlon ( in connection with the examinalion whith gNes me cause to belteve that in, any material Indopendent examinerf8 Statomont theAdor I have no cx)ncem and have come au058 cther matters in ¢onnedion wrth the examination to whith attenlion shoutd be dr￿ in order to enable a oper undefStanding of the accounts to be reached. . Please delete the vL)nts in the brackets irthey (h) not appty. Slgnod: Relevant professional qualification(s) or body (if any}". Address: Co3