## **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|
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**Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Trevor Clarke|Chair|||
||TraceyLawther|Secretary|||
||Christine Houghton|Treasurer|||
||David Horner||||
||Ellis Horner||||
||Adam Stutchbury||1/1/2022 to 7/3/22||
||Luke Stutchbury||||
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## – 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
¢J