## **Trustees’ Annual Report for the period** ## **From 01/01/21 Period start date To 31/12/21 Period end date** ## **Charity name: The Friends of Kirkandrews upon Esk Church** ## **Charity registration number:1183687** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To preserve, protect, repair, restore,**
**maintain and enhance for public benefit,**
**the internal and external fabric of**
**Kirkandrews Upon Esk Church.**| |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|**Sales of Merchandise, Fundraising**
**events and Membership subscription to**
**fund improvements and repairs to The**
**Church and Churchyard**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The trustees have had regard to the**
**guidance issued by The Charity**
**Commission on 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|**The current major project is to raise**
**funds for the restoration of the organ,**
**which has been approved by the Church**
**of England. The cost is estimated at**
**£75,000.00. The PCC is seeking grant aid**
**and hopefully the funds which we can**
**make available, combined with theirs will**
**help with any matched funding**
**requirement. Obviously at the current**
**rate of turnover, it will take some time to**
**achieve this goal. A number of other**
**capital projects are in the pipeline. The**
**charity funded the provision of lights for**
**the choir stalls and tables for use at**
**charitable events. These are available for**
**the general public to hire in aid of the**
**church.**
**Our aim is to broaden the appeal of the**
**Church to the wider public beyond just**
**the use of the building for worship.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |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 period, the charity’s**
**worth had increased to £14019.00. Grants**
**of £2631.00 were made for the purchase**
**of equipment for the church**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The main focus of current fund raising is**
**for the organ restoration fund. The work**
**is anticipated to occur over 2024/2025 .**| |Amount of reserves held|Para 1.22|**£12934.00**| |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|| ## **Additional information (optional)** You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other ## **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|**Election to post by majority of a quorum**
**of Trustees**| **Additional information (optional)** You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other ## **Reference and Administrative details** |Charity name|The Friends of Kirkandrews Upon Esk Church| |---|---| |Other name the charity uses|The Friends of Kirkandrews| |Registered charity number|1183687| |Charity’s principal address|Smalmstown
Longtown
Cumbria
CA6 5LH| ||| ## **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)**| |---|---|---|---|---| ||Moira Rachel
Fisher|Chairman Trustee||| ||Anne Patricia
Batey|Trustee||| ||SallyAnne Ewart|Trustee||| ||Hazel Rose Jane
Thomlinson|Trustee||| ||Michael Batey|Trustee||| ||Richard John
Fairfax Westoll|Treasurer Trustee||| ||Juliet Dierdre Jean
Westoll|Trustee||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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 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 for n/a 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)** R J F WESTOLL **Full name(s)** Richard John Fairfax Westoll **Position (eg Secretary,** Trustee Treasurer **Chair, etc) Date** 30/10/24 |The Friends of Kirkandrews Upon Esk Church|The Friends of Kirkandrews Upon Esk Church|The Friends of Kirkandrews Upon Esk Church|1183687||| |---|---|---|---|---|---| |Annualaccountsforthe period|||||| |Period start date|**01/01/2023**|**To**|31/12/2023||| ## **Section A Statement of financial activities** |**Recommended categories by**
**activity**
Guidance Notes
**Incoming resources (Note 3)**
**Income and endowments from:**
Donations and legacies
S01
Charitable activities
S02
Other trading activities
S03
Investments
S04
Separate material item of income
S05
Other
S06
S07
**Resources expended (Note 6)**
**Expenditure on:**
Raising funds
S08
Charitable activities
S09
Separate material item of expense
S10
Other
S11
S12
S13
Net gains/(losses) on investments
S14
S15
**Extraordinary items**
S16
S17
S18
Other gains/(losses)
S19
S20
**_Reconciliation of funds:_**
S21
S22
**_Total_**
**_Net movement in funds_**
Total funds brought forward
**_Total funds carried forward_**
**_Total_**
**Net income/(expenditure) before investment**
**gains/(losses)**
**Net income/(expenditure)**
**Transfers between funds**
**Other recognised** **gains/(losses):**
Gains and losses on revaluation of fixed assets for the charity’s own use|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05| |---|---|---|---|---|---| ||5,257|-|-|5,257|-| ||1,169|-|-|1,169|-| ||-|-|-|-|-| ||4|-||4|-| ||703|-|-|703|-| ||-|-|-|-|-| ||7,133|-|-|7,133|-| ||||||| ||-|-|-|-|-| ||4,011|-|-|4,011|-| ||-|-|-|-|-| ||-|-|-|-|-| ||4,011|-|-|4,011|-| ||||||| ||3,122|-|-|3,122|-| ||-|-|-|-|-| ||3,122|-|-|3,122|-| ||-|-|-|-|-| ||-|-|-|-|-| ||||||| ||-|-|-|-|-| ||-|-|-|-|-| ||3,122|-|-|3,122|-| ||||||| ||-|-|-|-|-| ||3,122|-|-|3,122|-| 1