Trustees’ Annual Report for the period
From 01/01/2023 Period start date To 31/12/2023 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 1/1/23 to 31/12/23, Friends of Beaumont Trustees have met roughly every 2 months for an on-line meeting. Two major fundraising events took place during the year, a Summer Fair and a Christmas Fair raising fund for the Friends of Beaumont. |
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 31/12/23 £10,434.84 with an amount of £2,515 waiting to be banked on 4.1.24 |
| 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 Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity 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 Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties 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
| 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) |
|---|---|---|---|---|
| David Horner | Chair | |||
| TraceyLawther | Secretary | |||
| Christine Houghton | Treasurer | |||
| Ellis Horner | ||||
| Luke Stutchbury | ||||
| Chris Lowcock | From 19.01.2023 | |||
– 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 7th October 2024
FRIENDS OF BEAUMONT
Accounting Period 1st January 2023 to 31st December 2023
| Balance Brought Forward | 11,326.86 | |
|---|---|---|
| INCOME | ||
| Interest | 5.00 | |
| Donations | 1,536.00 | |
| Fund Raising Events | 3,767.95 | |
| 5,308.95 | ||
| EXPENDITURE | ||
| Hoodies | 209.56 | |
| Folding Bookcase | 329.83 | |
| Captain Seat | 320.00 | |
| Gambling Licence | 20.00 | |
| ipad Air, Pencil, Controller & Games | 1,306.58 | |
| Hire CFM room | 105.00 | |
| Picnic Benches | 1,395.00 | |
| 3,685.97 | ||
| Final Balance Carried Forward | 12,949.84 |