| SORPreference | ||
|---|---|---|
| Summaryofthepurposesof | Para1.17 | TheCharity'sobjectsaretohelpinthe |
| thecharityassetoutinits | advancementofeducationin(and | |
| governingdocument | appreciationof)thesubjectsofart, | |
| cultureandheritagebyorganising | ||
| lectures,workshops,toursandother | ||
| eventsatmuseums,galleries,historic | ||
| buildingsandsites. | ||
| Wealsomakegrantstoprojects, | ||
| museumsorgalleriesthatpromotethe | ||
| arts,cultureandheritageinthe | ||
| Merseysidearea. | ||
| Summaryofthemain activitiesinrelationtothose |
Para1.17and 1.19 |
Theholdingofanumberofeventsand activitiestobringmembersandnon- |
| purposesforthepublic | membersoftheCharitytogether. | |
| benefit,inparticular,the | ||
| activities,projectsor | ||
| servicesidentifiedinthe | ||
| accounts. | ||
| Statementconfirming | Para1.18 | Trusteesconsiderthepublicbenefitof |
| whetherthetrusteeshave | thecharitywhenorganisingactivityto | |
| hadregardtotheguidance | ensurethatticketpricesarekepttoa | |
| issuedbytheCharity | leveltocovercostsofholdinganevent, | |
| Commissiononpublic | withareasonablepercentagetoraise | |
| benefit | additionalfundstoincrease theability | |
| tomakegrants. |
oumaychoosetoincludef |
urtherstatements |
whererelevantabout: |
|---|---|---|
| SORPreference | ||
| OurGrantPolicystatesthatgrantgiving | ||
| Para1.38 | mustfallwithintheremitofourobjects | |
| Policyongrantmaking | andbeforacausewhichwillbenefit | |
| membersofthepublic.Noapproved | ||
| grantsaretobemadetothirdparties | ||
| withouttheapprovalofthemembersof | ||
| theCommittee. | ||
| Agrantapplicationformissenttoa | ||
| numberofregionalartsorganisation | ||
| withanannualmeetingoftheCharity's |
| Trusteestoallocatealevelofgrant | ||
|---|---|---|
| appropriatetothelevelofreserves | ||
| available. | ||
| Para1.38 | ||
| Policyonsocialinvestment | N/A | |
| includingprogramrelated | ||
| investment | ||
| Para1.38 | ||
| Contributionmadeby | N/A | |
| volunteers | ||
| Other | N/A |
| chievementsandPer | formance | |
|---|---|---|
| SORPreference | ||
| Attheendofthereportingyearthe | ||
| Charityhad186individualmembers. | ||
| Summaryofthemain achievementsofthecharity, |
Para1.20 | Fifteeneventswereheldduringthe reportingyearrangingfromin-gallery |
| identifyingthedifferencethe | exhibitiontalksandtours,visitstoa | |
| charity'sworkhasmadeto | numberofhistoricvenuesandarange | |
| thecircumstancesofits | oflectures.Atotalof597participants | |
| beneficiariesandanywider | attendedtheseevents,raisingan | |
| benefitstosocietyasa | additional£8.656ofincomeforthe | |
| whole. | charity. | |
| Theincreaseinthenumberofevents | ||
| organised(particularlyfollowingthe | ||
| previousrestrictionsasthecountry | ||
| cameoutofthepandemic)andresulting | ||
| incomeallowedthecharitytoincrease | ||
| thelevelofgrantsavailableinits | ||
| secondyearsinceachievingcharitable | ||
| status. |
oumaychoosetoinclude |
furtherstatemen |
tswhererelevantabout: |
|---|---|---|
| Anincreaseinthenumberofevents | ||
| Achievementsagainst | Para1.41 | heldcomparedtothepreviousreporting |
| objectivesset | year,whichwasimpactedbyresidual | |
| pandemicrestrictions. | ||
| Theeventswhichtookplacein2022 | ||
| coveredallcostsandraisedan | ||
| enhancedlevelofincomeforthecharity |
| Performanceoffundraising | Para1.41 | fromthepreviousreportingyear,togo |
|---|---|---|
| activitiesagainstobjectives | intoReservesfromwhichtoaward | |
| set | grantsinlinewiththeCharity'sObjects. | |
| Investmentperformance | Para1.41 | N/A |
| againstobjectives | ||
| Other | N/A |
| Reviewofthecharity's | Para1.21 | FortheCharity'ssecondreportingyear |
|---|---|---|
| financialpositionattheend | (to31December2022)incomeraised | |
| oftheperiod | £26,603throughmembership | |
| subscriptions,eventsincome,a | ||
| recoverableGiftAidclaimand | ||
| donations. | ||
| Fourgrantsamountingto£7,530were | ||
| madeinMay2022toregionalarts | ||
| organisationswhomadeanapplication | ||
| totheCharity. | ||
| Expenditurewas£830forinsurance | ||
| premiumsandcostsforwebsiteand | ||
| newslettergeneration. | ||
| Statementexplainingthe | Para1.22 | ReservesareheldtoenabletheCharity |
| policyforholdingreserves | toprovidegrantstoarangeofarts | |
| statingwhytheyareheld | organisationsacrosstheMerseyside | |
| area. | ||
| Amountofreservesheld | Para1.22 | Attheendofthereportingyearour |
| Reserveswere£24,371. | ||
| Thisincludes£7,585ofrestrictedfunds | ||
| fromtheresidualofapreviousreceived | ||
| grant.Thisgrantisavailabletoput | ||
| towardsraisingtheprofileoftheCharity | ||
| throughholdingeventstohelpincrease | ||
| membershipnumbers. | ||
| Reasonsforholdingzero | Para1.22 | N/A |
| reserves | ||
| Detailsoffundmateriallyin | Para1.24 | Nodeficits |
| deficit | ||
| Explanationofany | Para1.23 | Nouncertainties |
| uncertaintiesaboutthe | ||
| charity continuingasagoing | ||
| concern |
oumaychoosetoincludefur |
therstatemen |
tswhererelevantabout: |
|---|---|---|
| MemberspaysubscriptionswithGift | ||
| Thecharity'sprincipal | Aidrecoverable.Wealsoruneventsfor | |
| sourcesoffunds(including | Para1.47 | membersandnon-memberstoattend, |
| anyfundraising) | inlinewithourObjectswhichraise | |
| funds.Wealsoseekdonationstohelp | ||
| provideadditionalincometomakeas | ||
| grants. | ||
| SurplusheldasCashuntilgrantsare | ||
| Investmentpolicyand | made. | |
| objectivesincludingany | Para1.46 | |
| socialinvestmentpolicy | ||
| adopted |
| Mainriskwouldbeareductioninthe | ||
|---|---|---|
| Adescriptionoftheprincipal | Para1.46 | numberofpeoplewishingtosupport |
| risksfacingthecharity | theCharitysoadropinincomefrom | |
| whichtobeabletooffergrantstoarts | ||
| organisation. | ||
| Afurtherriskwouldbeaninabilityto | ||
| recruitnewTrusteestohelpmanage | ||
| andruntheCharity,particularlyevent | ||
| organising. | ||
| Insuranceispaidfortocoverany | ||
| lossessufferedduringeventswehave | ||
| organised. | ||
| Other | CharityFormCC16aisattached | |
| coveringourReceiptsandPayments | ||
| accountsfortheyearto31/12/2022. |
| Structure,Governance | andMan | agement |
|---|---|---|
| Descriptionofcharity's | ||
| trusts: | ||
| Typeofgoverningdocument | Para1.25 | Constitution |
(₹rustdeed,royalcharier) |
||
| Howisthecharity | Para1.25 | |
| constituted? | CIO-Foundation | |
| (e.gunincorporated | ||
| association,CIO) | ||
| Trusteeselectionmethods | Para1.25 | Inselectingindividualsforappointment |
| includingdetailsofany | ascharityTrustees,thecharityTrustees | |
| constitutionalprovisionse.g. | willhaveregardtotheskills,knowledge | |
| electiontopostornameof | andexperienceneededfortheeffective | |
| anypersonorbodyentitled | administrationoftheCharity. | |
| toappointoneormore | ||
| trustees | AllTrusteeshavetobepaidmembersof | |
| theCharity. | ||
| TheCharityhasnopaidstaff. |
| Additionalinformation(optional) | Additionalinformation(optional) | Additionalinformation(optional) |
|---|---|---|
| Youmaychoosetoincludefurtherstatementswhererelevantabout: | ||
| CharityCommissionTheessential | ||
| Policiesandprocedures | trustee:whatyouneedtoknow,what | |
| adoptedfortheinduction | Para1.51 | youneedtodo(CC3). |
| andtrainingoftrustees | ||
| ArtFriendsMerseysideDataandGrant | ||
| Policies. | ||
| Thecharity'sorganisational | KeyofficersoftheCharityare | |
| structureandanywider | Para1.51 | Chairman,TreasurerandSecretary. |
| networkwithwhichthe | ||
| charityworks | ||
| Relationshipwithanyrelated | Para1.51 | N/A |
| parties | ||
| Other | ||
| ReferenceandAdministrativedetails | ||
| Charityname | ArtFriendsMerseyside | |
| Othernamethecharityuses | N/A | |
| Registeredcharitynumber | 1191813 | |
| Charity'sprincipaladdress | 86RodneyStreet,LiverpoolL19AR |
| ame | softhecharitytrus | teeswhomanage | thecharity | |
|---|---|---|---|---|
| Trusteename | Office(ifany) | Datesactedifnotforwhole year |
Nameofperson(orbody)entitled toappointtrustee(ifany) |
|
| 1 | GailAubrey | |||
| 2 | DerekBunting | Treasurer | ||
| 3 | BarbaraFarmer | |||
| 4 | JuliaLeary | From24November2022 | ||
| 5 | IndiraMaddison | From3March2022 | ||
| 6 | OlwenMcLaughlin | |||
| 7 | PamMeredith Jones |
|||
| 8 | GeoffreyMoulding | From24November2022 | ||
| 9 | SusieNoble | Retired24November 2022 |
||
| 10 | AlexRichmond | |||
| 11 | SallyWarnock | |||
| 12 | HelenWatters | Secretary | ||
| 13 | PeterWoods | Chair | ||
| 14 | ||||
| 15 | ||||
| 16 | ||||
| 17 | ||||
| 18 | ||||
| 19 | ||||
| 20 |
| Fundsheldascustodiantrusteesonbehalfofothers | Fundsheldascustodiantrusteesonbehalfofothers |
|---|---|
| Descriptionoftheassets | N/A |
| heldinthiscapacity | |
| Nameandobjectsofthe | N/A |
| charityonwhosebehalfthe | |
| assetsareheldandhowthis | |
| falls withinthecustodian | |
| charity'sobjects | |
| Detailsofarrangementsfor | N/A |
| safecustodyand | |
| segregationofsuchassets | |
| fromthecharity'sown | |
| assets |
| Namesan | daddressesofa | dvisers(Optionalinformation) |
|---|---|---|
| Typeof | Name | Address |
| adviser | ||
| N/A | ||
| Nameof | chiefexecutiveornamesofseniorstaffmembers(Optionalinformation) |
Independent examRner's report to the trnstees of Art Friends Merseyside. l port to the trnstees OD my exalUatiOn of the accounts of the Art Friends meeYSide for the year ending 31st December 2022. Responsiblites and basis of pOrt. As the charity trustees of the Thist you are spOnSible for the preparation of the accounts in accordance with the requirements of the ChltieS Act 2011 ('the Act,) I report in respect of my examination of the Twst's accounts called out ullder section 145 of the 2011 Act alld in cawing out my examiDation I have followed all the applicable Directions given by the Charity Commission under section 145(5Xb) of the ACL Independant examiner's statemenL I have completed my examination. I collfirni that no material Matte have come to my attention in Connection with the exajnillation giving me cause to believe tbat ID any material respecL . accounting records were not kept in respect of the Thist as required by section 130 of the Affj or 2. the accounts do Dot accord with those reco$. I have no cOnn) and have come across no other matters in connection with the examination to which attentioD should be drdwn in this report in order to ellable a proper UndetandIng of the accounts to be reached. Andrew Robert Myers. MCIOB AP.EA North West Brdnch secretary. Cariblue Ilise. Raby Drive Raby Mere Wirral. CH63 ONL 28 th October 2023