## **Trustees’ Annual Report for the period**
**From 1/9/21 Period start date To Period end date 31/8/22**
## **Charity name: Friends of Little Hearts and Sacred Heart (Byremoor) Charity registration number: 1183527**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17
Charity set up for the sole purpose to
purposes of the charity
raise funds and support Sacred Heart
as set out in its
Catholic Primary School and Little
governing document Hearts.
To advance the education of the
pupils at Sacred Heart RC Primary
School and Little Hearts Nursery by
providing and assisting in the
provision of facilities [not required to
be provided by the local education
authority] for education at the school.
Summary of the main Para 1.17 and Activities include annual fundraising
1.19
activities in relation to for the benefit of the school
those purposes for the community for example Christmas
public benefit, in and Summer Fairs. Ad hoc fundraising
particular, the activities, activities in order to support the
projects or services school. Events arranged for pupils of
identified in the the school. Finances also raised from
accounts. the Easy Fundraising and School
Lottery scheme.
Examples of school benefits include a
donation payment for Year 6 Leavers
Hoodies, payment for Xmas
Pantomimes for the children’s
enjoyment.
Statement confirming Para 1.18 Yes via our Constitution of a
whether the trustees Charitable Incorporated Organisation
have had regard to the document whose only voting
guidance issued by the members are its charity trustees
Charity Commission on (‘Foundation’ model constitution)
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference
n/a
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Para 1.38
Policy on grant making
n/a
Para 1.38
Policy on social
investment including
program related
investment
£4£ summer fair donation of
Para 1.38 £1000.00
Contribution made by
volunteers
n/a
Other
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## **Achievements and Performance**
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SORP reference
Established charity to support
fundraising activities for the school
Summary of the main community. The charity status has
Para 1.20
achievements of the allowed us to start to promote our
charity, identifying the efforts amongst the school
difference the charity’s community but also the wider local
work has made to the community. Fundraising this year has
circumstances of its benefitted the children at the school,
beneficiaries and any through educational enhancement in
wider benefits to society the form of donating towards the
as a whole. Creative Curriculum. The charity has
helped organise Summer Fair and
Xmas activities for the benefit of the
school (recorded panto, raffle and
sweet stall, Xmas lollies for all
children). No Xmas fair occurred this
year due to covid.
Other activities and achievements
included Xmas 4 Schools cards,
donation of £500 to the school
creative curriculum/books and
‘History Bloke’.
The charity takes part in the school
lottery and easy fundraising to help
raise additional funds for the school.
These activities tend to support stock
replenishment for the Class Dojo
shops within school which are used to
provide the children treats for
excellent work and effort in class.
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The charity paid for leavers hoodies and Gold book assembly vouchers were provided to the school.
By August 2022 we had raised enough money to start looking for companies to refurbish our old play trail and also to build a new one for the school playground.
## **Additional information (optional)**
You may choose to include further statements where relevant about:
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n/a
Achievements against Para 1.41
objectives set
n/a
Performance of
fundraising activities Para 1.41
against objectives set
n/a
Investment performance Para 1.41
against objectives
n/a
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 Annual return and accounts show
financial position at the income of £8492 and spending of
end of the period £6314.
Statement explaining Para 1.22 Nominal funds held in community
the policy for holding bank account to act as a float for any
reserves stating why fundraising activities planned. Bank
they are held statement available if required.
Amount of reserves held Para 1.22 £2178 remaining at end of period in
bank account in line with difference
between income and spending .
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially Para 1.24 n/a
in deficit
Explanation of any Para 1.23 n/a
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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School fundraising within the school
community
The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
n/a
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
None identified
A description of the Para 1.46
principal risks facing the
charity
n/a
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution of a Charitable
document Incorporated Organisation whose only
(trust deed, royal voting members are its charity
charter) trustees (‘Foundation’ model
constitution)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Eligibility for trusteeship (a) Every
methods including charity trustee must be a natural
details of any person. (b) No individual may be
constitutional provisions appointed as a charity trustee of the
e.g. election to post or CIO: • if he or she is under the age of
name of any person or 16 years; or • if he or she would
body entitled to appoint automatically cease to hold office
one or more trustees under the provisions of clause [12(1)
(e)]. (c) No one is entitled to act as a
charity trustee whether on
appointment or on any reappointment
until he or she has expressly
acknowledged, in whatever way the
charity trustees decide, his or her
acceptance of the office of charity
trustee. Appointment of charity
trustees (1) Apart from the first
charity trustees, every trustee must
be appointed for a term of one year
by a resolution passed at a properly
convened meeting of the charity
trustees. (2) In selecting individuals
for appointment as charity trustees,
the charity trustees must have regard
to the skills, knowledge and
experience needed for the effective
administration of the CIO.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Information for new charity trustees
The charity trustees will make
Policies and procedures available to each new charity trustee,
adopted for the Para 1.51 on or before his or her first
induction and training of appointment: (a) a copy of the current
trustees version of this constitution; and (b) a
copy of the CIO’s latest Trustees’
Annual Report and statement of
accounts.
Number of charity trustees (a) There
must be at least three charity
The charity’s trustees. If the number falls below
organisational structure Para 1.51 this minimum, the remaining trustee
and any wider network or trustees may act only to call a
with which the charity meeting of the charity trustees, or
works appoint a new charity trustee.
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**We are aware that the number of trustees is below the minimum as one member resigned from their position this year. The committee have agreed to discuss this on their agenda at the AGM in September and nominate 3 trustees then.** n/a Relationship with any Para 1.51 related parties Other
## **Reference and Administrative details**
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Charity name Friends of Little Hearts and Sacred Heart
(Byremoor)
Other name the charity Friends of Sacred Heart and Little Hearts at Sacred
uses Heart School - Byermoor
Registered charity 1183527
number
Charity’s principal Sacred Heart RC aided school
address Byremoor
Burnopfield
NE16 6NU
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Nicola Mulgrew Since 13/9/21
2 Sarah Ayre Since 13/9/21
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name** n/a
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
Nicola Mulgrew
Sarah Ayre
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## **Funds held as custodian trustees on behalf of others**
Description of the assets n/a held in this capacity
Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements n/a 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 n/a**
**Name of chief executive or names of senior staff members (Optional information)**
n/a
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
**n/a**
## **Other optional information**
**n/a**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Nicola Mulgrew **Full name(s)** Nicola Joanne Mulgrew
**Position (eg** Chair **Secretary, Chair, etc)**
**Date** 30/6/23
Account information
Annual return and accounts show income of £8492 and spending of £6314. Please advise if further detailed information is required. Thanks.