CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 1 July 2023 Period start date To 30 June 2024 Period end date Charlty name: BERRY FAMILY SPORTING & CULTURAL TRUST Charity registration number: 1191889 Objectives and Activities SORP r8ler8nc• Summary of the purposes of the charity as set out in its overnin document Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or servi$ idenlified in the accounts. Statement confimiing whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para1.17 Provision of grant assistance to IoGal sporting and cultural clubs P•ra 1.17 and Collection of funds to distribute to worthy organisations Para1.18 Trustses have regarded guidance of Charity Commission. Additlonal infomiation {optlonal You ma choose to include further statements where relevant about.. SORP reference Para 1.38 Policy on grant making P8ra 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance SORP referencg Continued collection of donations bulldlng up funds for meaningful distrlbutions to worth organisation$. Summary ofthe main achievements of the charily. identifying the differen the charrty's work has made to the circumstances of its beneficiaries and any wider benefits to society as whole. Para 1.2Q Additional infomiation (optional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Perfomiance of fundraising activtties against objectives set Para 1.41 Investfflent performance against objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the riod Statement explaining the policy for holding reserves statin wh the areheld Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Pavd 1.21 Funds of £316S7 held Para 1.22 Building up funds for future distributions Para 1.22 Para 1.22 £31657 NA Para 1.24 NA Par8 1.23 Additional infomiation (optional) You ma ¢hoose to include further statements where relevant aboLrt- The charity's principal sources of funds (including any fundraising) Par8 1.47 Investment policy and objectives including any social investment policy adopted Parm 1.46 A description of the principal risks fa¢ing the Charity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts= Type of governing document Para 1.25 TRUST DEED How is the charity constituted? {e.g unincorporated associalion 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 cio Para 1.25 ANNUAL REVIEW Additional informatlon {optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees Psra 1.51 The charity's organisational structure and any wider neOrk with which the charsty works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Cha name Other name the chari uses Re istered charit number Charity's principal address BERRY FAMILY SPORTING & CULTURAL TRUST 1191889 4 KING SQUARE BRIDGWATER SOMERSET TA6 3YF
Names of the charity trustses who manag6 the charity Tru8ts• narne Offi¢e lif any) Dates acted if not forwholo •ar Name of rSOn lor body) entitled oint trustee ifan MICHAEL BERRY DEBORAH VILLIS JODIE MAISEY 10 12 13 14 15 16 17 18 19 20 Cor rate trustees- names of the directors at the date the re Director name ortwasa roved NONE Name of trustees holding title to property belonging to the charity Trustee nam• Date8 acted If not for whole NONE
Funds held as custodian trustees on behalf of others Description of the assets NONE 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 Ihe charity's own assets Additional Inforniation loptional) Names and addresses of advisers Ioptional infomiation Type of Name Address adviser Name of chief executive or names of Senior staff members (Optional information) Exemptions from disclosure Reason for non4isclosur8 of ke ersonnel details Other o tional information
Declarations The trustees declare that they hav8 approved the trustees, report abovè. Slgned on behalf of the charity's trus Signaturels) Full name(s} Posllion leg Secretary. Chair, etc) JODIE MAISEY CHAIR Date 1910312025
CHARITY COMMISSION FOR ENGLAND AND WALES BERRY FAMILY SPORTING & CULTUIIAL TRUST 1191889 Receipts and payments accounts CC16a For the rtod from To 1 JULY 2023 30 JUNE 2024 Section A Receipts and payments Unrestrlcted funds lo tho nèarést Restrl¢t&d nds Endowment lunds Total funds Last year to tho noawvst È to th• nèar•sl £ toth• Maro$t£ tothe noar0St£ A1 ReIpts DONATIONS GIFT AID TAX RECOVERY INTEREST s,000 1.250 318 5.0 1.250 318 5.000 2,500 87 Sub total{Gross income for AR) 6,S88 7.587 A2 Asset and Investrnent sales, Ise& table). Sub total 6.588 6,568 7.587 A3 Pa ments Sub total A4 Asset and invesljnenl pUhas$s, {$•e tabl• Sub totsl Net of recelpts/(payments) A5 Transfers between funds A6 Cash funds last y•ar ènd Cash funds this year end 6,568 6.568 7,587 25.089 31,657 25,OB9 31,667 17,502 2S.089 Section B Statement of assets and liabilities at the end of the period Unrestrlcted Restrlcted funds funds to Tr¢$t £ Endowment funds to nreSt £ Categories Details to n8aro¥t£ B1 Cash funds CASH AT BANK 31,657 CCM R18ccounts ISSI 9103r2025
Total cash lunds 31,657 1aweeba1arthth rec•ipts panents XXYJffllsll Unrestrlcted funds to ng4r95t£ RestrfGted funds to nearestÈ Endowment funds ¢0 noarg$t£ Details Fund to whlch set bplon Co&iloptlonall Current val lonal Detalls 83 Inve$lmgnt assets Fund t¢* which a88èt lon Cost loptoonall Cuiront valuo ional Detalls B4 Assets retained for thé ¢harity'$ own use Fund to whlch IhbNI rojatts Amount due lonol D•talls When du• ional B5 Liabilities Signed by one or iwo trustees on behaw of all the trust•85 nature Print Name Date of oval JODIE MAISEY 1910312025 CCXX R2 alts ISSI 1910312025