## **Trustees’ Annual Report for the period** **From 1[st] January 2021 Period start date To 31 December 2021 Period end date Charity name: Valentine Goodman and Great Easton Poors Charity Estates** ## **Charity registration number: 1187180** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The purpose of the Charity is for the relief of
poverty within the parishes of Great Easton,
Bringhurst, Drayton, Medbourne, Blaston
and Hallaton in Leicestershire.| |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 Trustees make grants to local Charities
within the parishes specified.| |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 on public benefit.| **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|Grants are made annually following
guidelines set out in the original Will Trust
created by Valentine Goodman in 1685.| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|All Trustees are volunteers giving their time
freely.| |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 Charity achieves its objectives by
continuing to support the local Parish
Charities working for the relief of poverty.
The level of need in the Parishes has been
increasing due to pressures of the cost of
living increases. The grants available to help
those most in need make a real difference to
their lives.| **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 year end the Charity held
considerable cash reserves following the
sale of a property during the previous year.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The assets of the Charity are holdings of
agricultural land. The Trustees are looking
to reinvest the reserves in suitable
agricultural land and/ or residential property.
The rental income will aid the Parish
beneficiaries and assist in the sustainability
of the Charity,| |Amount of reserves held|Para 1.22|Capital reserves at the year end were
£352,721. The balance on the income
account was £44,596| |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
any fundraising)|Para 1.47|The Charity’s principle source of funds is
from the letting of agricultural land and
property.| |---|---|---| |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||It is the intention to invest the capital
reserves in land and property when a
suitable investment opportunity can be
found.| ## **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|The Charity is a CIO incorporated on 2
January 2020.| |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|Trustees are nominated by each of the
Parishes benefiting from the CIO| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|New Trustees are issued with the Charity
Commission publication “The Essential
Trustee” and complete a Trustee
declaration.| |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|Valentine Goodman and Great Easton Poors Charity Estates| |---|---| |Other name the charity uses|| |Registered charity number|1187180| |Charity’s principal address|Mole End
High Street
Hallaton
MARKET HARBOROUGH
Leicestershire
LE16 8UD| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**| |---|---|---|---|---| ||Linda Jones|Chair|Appointed Chair on
7 September 2021|| ||Simon Cooper|||| ||Lynne Easton|||| ||KathyGibb||7 September 2021|| ||Christopher Kilby|||| ||Nicola Maclean|||| ||Laurie Smith|||| ||John Stones|||| ||Greta Vizma|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |**Clerk to**
**the**
**Trustees**|Julia Whittome|Mole End
High Street
Hallaton
MARKET HARBOROUGH
Leicestershire
LE16 8UD| |||| |||| |||| |**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)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||Linda Jones|| ||
Chair|| ||11 October 2022|| ||11 October 2022|| ## VALENTINE GOODMAN ESTASTES ## BANK ## JAN TO MARCH 2021 ## EXPENDITURE HSBC 16/03/2021 Berrys Client Account £1,700.00 16/03/2021 Berrys Client Account £255.00 29/03/2021 Berrys Client Account £1,441.60 CCLA 04/01/2021 Interest £0.56 01/02/2021 Interest £0.31 01/03/2021 Interest £0.43 CAF MHBS TOTAL £3,397.90 APR TO JUNE 2021 HSBC 09/04/2021 Berrys Client Account £296.25 CCLA 01/04/2021 Interest £0.46 04/05/2021 Interest £0.43 01/06/2021 Interest £0.50 CAF CAF 15/01/2021 Account Fee £8.00 15/02/2021 Account Fee £8.00 15/03/2021 Account Fee £8.00 £24.00 CAF ||||15/04/2021 Account Fee|£8.00| |---|---|---|---|---| ||||17/05/2021 Account Fee|£8.00| ||||15/06/2021 Account Fee|£8.00| |MHBS||||| |TOTAL|£297.64|||£24.00| |JUL TO SEPT 2021||||| |HSBC||HSBC||| |16/09/2021 Berrys Client Account|£1,700.00||01/07/2021 Comm Heartbeat Blast|£39.00| |30/09/2021 Berrys Client Account|£2,440.34||02/08/2021 Leics Council Jane Moo|£175.00| |30/09/2021 Berrys Client Account|£296.25||09/09/2021 Berrys|£693.00| |30/09/2021 Berrys Client Account|£1,441.60|||| |CCLA||||| |01/07/2021 Interest|£0.49|||| |02/08/2021 Interest|£0.58|||| |01/09/2021 Interest|£0.48|||| |CAF||CAF||| ||||15/07/2021 Account Fee|£8.00| ||||16/08/2021 Account Fee|£8.00| ||||15/09/2021 Account Fee|£8.00| |MHBS||||| |TOTAL|£5,879.74|||£931.00| |OCT TO DEC 2021||||| |HSBC||HSBC||| ||||14/10/2021 Berrys|£303.60| ||||29/11/2021 VGC Hallaton|£600.00| |29/11/2021|VGC Medbourne|£600.00| |---|---|---| |29/11/2021|Trst VG Estate|£900.00| |06/12/2021|C Frostwisk/Clerk Exp|£343.00| |CCLA|||| |---|---|---|---| |01/10/2021 Interest|£0.49||| |01/11/2021 Interest|£0.48||| |01/12/2021 Interest|£0.48||| |CAF||CAF|| |||15/10/2021 Account Fee|£8.00| |||15/11/2021 Account Fee|£8.00| |||15/12/2021 Account Fee|£8.00| |MHBS|||| |TOTAL|£1.45||£2,770.60| |INCOME TOTALS|£9,576.73|EXPENDITURETOTAL|£3,749.60|