2022-12-31-accounts - Friends Of Beaumont

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Trustees’ Annual Report for the period

From 01/01/2022 Period start date To 31/12/2022 Period end date Charity name: FRIENDS OF BEAUMONT

Charity registration number: 1192748

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance the education and personal development of the pupils at Ambito Beaumont College by providing and assisting in the provision of facilities not required to be provided by Ambito Education for the education and wellbeing of the students at the college, in such ways as the charity trustees think fit.
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	Activities undertaken for Public benefit included 2 major fundraising events and the purchase of specific items of equipment which will benefit the students at Ambito Beaumont College in a number of was as follows: 1. Enhanced quality of life through activities that lead to improvements in well-being 2. Increased opportunities to engage in new activities 3. Enhanced active citizenship and involvement in community life 4. Increased independence due to acquisition of new skills Beneficiaries are students of Beaumont College
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18

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	During the year 1/1/22 to 31/12/22, Friends of Beaumont Trustees have met roughly every 2 months for an on-line meeting. The charity changed it bank from Tridos to NatWest in October 2022 for ease of banking. All monies held in the Triodos bank were transferred to the NatWest account. Two major fundraising events took place during the year, a Summer Fair and a Christmas Fair raising fund for the Friends of Beaumont. At the end of the year the Chair Trevor Clarke stepped down, due to relocating and a new Chair was appointed David Horner.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set

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	Balance in NatWest Bank at 31/12/22 £11,326
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Friends of Beaumont will disperse funds in response to applications from Beaumont College Students’ Union so that funds accrued do not exceed £20,000
Amount of reserves held	Para 1.22
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
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

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25
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

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
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	FRIENDS OF BEAUMONT
Other name the charity uses
Registered charity number	1192748
Charity’s principal address	Ambito Beaumont College Slyne Road LANCASTER LA2 6AP

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Trevor Clarke	Chair
TraceyLawther	Secretary
Christine Houghton	Treasurer
David Horner
Ellis Horner
Adam Stutchbury		1/1/2022 to 7/3/22
Luke Stutchbury

– 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)

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) Tracey Lawther Full name(s) Tracey Lawther

Position (eg Secretary, Secretary Chair, etc)

Date

30[th] October 2023

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