| ObjectivesandActiviti | es | |
|---|---|---|
| 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 | additionalfundstoincreasetheability | |
| tomakegrants. |
| OurGrantPolicystatesthatgrantgiving | |||
|---|---|---|---|
| Para | 1.38 | 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 |
| SORPreference | ||
|---|---|---|
| Attheendofthereportingyearthe | ||
| Charityhad172individualmembers. | ||
| Summaryofthemain achievementsofthecharity, |
Para1.20 | Twelveeventswereheldduringthe reportingyearrangingfromin-gallery |
| identifyingthedifferencethe | curatorandartisttalksandtours,visits | |
| charity'sworkhasmadeto | toanumberofprivatecollectionvenues | |
| thecircumstancesofits | andanumberoflectures.Atotalof476 | |
| beneficiariesandanywider | participantsattendedtheseevents, | |
| benefitstosocietyasa | raisinganadditional£6,856ofincome | |
| whole. | forthecharityinadditiontotheannual | |
| membershipfeesof£3,420. | ||
| Theincomeraisedfromthenumberof | ||
| eventsallowedthecharitytoincrease | ||
| thelevelofgrantsavailableinitsthird | ||
| yearsinceachievingcharitablestatus. |
oumaychoosetoincludefur |
therstatemen |
tswhererelevantabout: |
|---|---|---|
| Avariedprogrammeofeventsheld | ||
| Achievementsagainst | Para1.41 | helpedtoincreasetheleveloffunds |
| objectivesset | availabletosupportarangeofcultural | |
| organisations. | ||
| Theeventswhichtookplacein2023 | ||
| coveredallcostsandraisedan | ||
| Performanceoffundraising | enhancedlevelofincometogointo | |
| activitiesagainstobjectives | Para1.41 | Reservesfromwhichtoawardgrantsin |
| set | linewiththeCharity'sObjects. |
| Investmentperformance | Para1.41 | N/A |
|---|---|---|
| againstobjectives | ||
| Other | N/A |
| FinancialReview | ||
|---|---|---|
| Reviewofthecharity's | Para1.21 | FortheCharity'sthirdreportingyear(to |
| financialpositionattheend | 31December2023)incomeraisedwas | |
| oftheperiod | £20,307throughmembership | |
| subscriptions,eventsincomeand | ||
| additionaldonations. | ||
| Fourgrantsamountingto£10,000were | ||
| madeinMay2023toregionalarts | ||
| organisationswhomadeanapplication | ||
| totheCharity. | ||
| Expenditurewas£1,125.79for | ||
| insurancepremiumsandcostsfor | ||
| website,newslettergenerationand | ||
| someadditionalmarketingbanners. | ||
| Statementexplainingthe | Para1.22 | ReservesareheldtoenabletheCharity |
| policyforholdingreserves | toprovidegrantstoarangeofarts | |
| statingwhytheyareheld | organisationsacrosstheMerseyside | |
| area. | ||
| Amountofreservesheld | Para1.22 | Attheendofthereportingyearour |
| Reserveswere£24,758. | ||
| 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 | ||
| charitycontinuingasagoing | ||
| concern |
oumaychoosetoincludefu |
rtherstatemen |
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.Theincreaseofonline | ||
| paymentsformanyoftheorganised | ||
| eventsandmembershippaymentshas | ||
| lessenedtheopportunitytogain | ||
| additionaldonations. | ||
| Afurtherriskwouldbeaninabilityto | ||
| recruitnewTrusteestohelpmanage | ||
| andruntheCharity,particularlyevent | ||
| organising. | ||
| Insuranceispaidfortocoverany | ||
| lossessufferedduringeventswehave | ||
| organised. | ||
| Other | CharityFormCC16aisattached | |
| coveringourReceiptsandPayments | ||
| accountsfortheyearto31/12/2023. |
| Descriptionofcharity's | ||
|---|---|---|
| trusts: | ||
| Typeofgoverningdocument | Para1.25 | Constitution |
| (trustdeed,royalcharier) | ||
| Howisthecharity | Para1.25 | |
| constituted? | CIO-Foundation | |
| (d.gunincorporated | ||
| association,CIO) | ||
| Trusteeselectionmethods | Para1.25 | Inselectingindividualsforappointment |
| includingdetailsofany | ascharityTrustees,thecharityTrustees | |
| constitutionalprovisionse.g. | willhaveregardtotheskills,knowledge | |
| electiontopostornameof | andexperienceneededfortheeffective | |
| anypersonorbodyentitled | administrationoftheCharity. | |
| toappointoneormore | ||
| trustees | AllTrusteeshavetobepaid-up | |
| membersoftheCharity. | ||
| TheCharityhasnopaidstaff. |
Youmaychoosetoincludefurt |
herstatemen |
tswhererelevantabout: |
|---|---|---|
| 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 | ArtFriends | Merseyside |
| Othernamethecharityuses | N/A | |
| Registeredcharitynumber | 1191813 | |
| Charity'sprincipaladdress | 86Rodney | Street,LiverpoolL19AR |
| Trusteename | Office(ifany) | Datesactedifnotforwhole year |
Nameofperson(orbody)entitled toappointtrustee(ifany) |
|
|---|---|---|---|---|
| 1 | GailAubrey | |||
| 2 | DerekBunting | Retired13October2023 | ||
| 3 | BarbaraFarmer | |||
| 4 | JuliaLeary | |||
| 5 | IndiraMaddison | |||
| 6 | OlwenMcLaughlin | |||
| 7 | PamMeredith Jones |
|||
| 8 | GeoffreyMoulding | Treasurer | ||
| 9 | AlexRichmond | Resigned29August 2023 |
||
| 10 | SallyWarnock | |||
| 11 | HelenWatters | Secretary | ||
| 12 | PeterWoods | Chair | ||
| 13 | ||||
| 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 |
| Signedonbehalfofthe | charity'strustees | |
|---|---|---|
| Signature(s) | ||
| Fullname(s) | PeterWoods |
HelenWatters |
| Position(egSecretary, | Chair | Secretary |
| Chair,etc) | ||
| Date | 6October2024 |
| Unrestricted | Restrictedfunds | Endowment | ||
|---|---|---|---|---|
| Categories | Details | funds | funds | |
| tonearest£ | tonearest£ | tonearest£ | ||
| B1Cashfunds | Asat31December2023 | 17,467 | ||
| ResidueofFanchonFrohlichEstate | 7,585 | |||
| Totalcashfunds | 17,467 | 7,585 | ||
| (agreebalanceswithreceiptsandpayments account(s)) |
||||
| Unrestricted | Restrictedfunds | Endowment | ||
| funds | funds | |||
| Details | tonearest£ | tonearest£ | tonearest£ | |
| B2Othermonetaryassets | ||||
| Details | Fundtowhich assetbelongs |
Cost(optional) | Currentvalue (optional |
|
| B3Investmentassets | ||||
| Details | Fundtowhich assetbelongs |
Cost(optional) | Currentvalue optional |
|
| B4Assetsretainedforthe | ||||
| charity'sownuse | ||||
| Fundtowhich | Amountdue(optional) | Whendue | ||
| Details | liabilityrelates | optional | ||
| B5Liabilities | ||||
| Signedbyoneortwotrusteeson behalfofallthetrustees |
gnature | PrintName | Dateof a•proval |
|
| GeofMoulding |