## Section C:  Notes to the accounts Trustees’ annual report for the period 


> Period start date 1 3 0 4 2 1 Period end date 3 0 0 4 2 2 

Charity No Charity name Friends of Shipton Moyne Parish (if any) 

1 1 9 4 0 7 6 

## Objectives and Activities 

||SORP<br>reference||
|---|---|---|
|Summary of the purposes of the<br>charity as set out in its governing<br>document|Para 1.17|to promote such charitable purposes according to the laws of England and Wales in<br>such ways as the trustees shall think fit from time to time in the civil parish of Shipton<br>Moyne, Gloucestershire|
|Summary of the main activities<br>in relation to those purposes for<br>the public beneft, in particular,<br>the activities, projects or services<br>identifed in the accounts.|Para 1.17 and<br>1.19|the restoration, preservation, repair, maintenance, improvement and beautification of<br>the parish church of Shipton Moyne in the Diocese of Gloucester (hereinafter called<br>“the Church”) and of the monuments, fittings, stained glass, furniture, ornaments and<br>chattels in the Church and churchyard belonging to the Church; and generally<br>promoting and supporting the religious and other charitable work of the<br>Church and its contribution to Shipton Moyne|
|Statement confrming whether the<br>trustees have had regard to the<br>guidance issued by the Charity<br>Commission onpublic beneft|Para 1.18|Confimred the trustees have had regard to the guidance issued by the Charity Commission<br>on public benefit|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Policy on grant making|Para 1.38||
|Policy on social investment including<br>program related investment|Para 1.38||
|Contribution made by volunteers|Para 1.38||
|Other|||



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## Achievements and Performance 

||SORP<br>reference||
|---|---|---|
|Summary of the main achievements<br>of the charity, identifying the<br>difference the charity’s work has<br>made to the circumstances of its<br>benefciaries and any wider benefts<br>to society as a whole.|Para 1.20|We have provided and paid for a house for a retired priest to live in.  She is doing<br>pastoral work as well as taking services.<br>Grants have been made to assist two  students with their studies.<br>The trust has created and paid for a village website.|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Achievements against objectives set|Para 1.41||
|Performance of fundraising activities<br>against objectives set|Para 1.41||
|Investment performance against<br>objectives|Para 1.41||
|Other|||



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## Financial Review 

||SORP<br>reference||
|---|---|---|
|Review of the charity’s fnancial<br>position at the end of the period|Para 1.21|Balance on the bank account as at 30th April 2022 was £29,110.24. income from<br>donations to the charity and expenditure 100% relating to the set up and running of<br>the charity, website desing, legal fees.|
|Statement explaining the policy for<br>holding reserves stating why they<br>are held|Para 1.22|As the charity is new expediture plans are still being developed|
|Amount of reserves held|Para 1.22|£29,000.00|
|Reasons for holding zero reserves|Para 1.22|N/A|
|Details of fund materially in defcit|Para 1.24|N/A|
|Explanation of any uncertainties<br>about the charity continuing as a<br>goingconcern|Para 1.23|N/A|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|The charity’s principal sources of<br>funds (including any fundraising)|Para 1.47||
|Investment policy and objectives<br>including any social investment<br>policy adopted|Para 1.46||
|A description of the principal risks<br>facing the charity|Para 1.46||
|Other|||



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## Structure, Governance and Management 

|Description of charity’s trusts:|SORP<br>reference||
|---|---|---|
|Type of governing document<br>(trust deed,royal charter)|Para 1.25|Constituation|
|How is the charity constituted?<br>(e.gunincorporated association,CIO)|Para 1.25|Charitable Incorprated Organisation (CIO)|
|Trustee selection methods including<br>details of any constitutional<br>provisions e.g. election to post<br>or name of any person or body<br>entitled to appoint one or more<br>trustees|Para 1.25|Not applicable|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Policies and procedures adopted for<br>the induction and training of trustees|Para 1.51||
|The charity’s organisational structure<br>and any wider network with which<br>the charityworks|Para 1.51||
|Relationship with any related parties|Para 1.51||
|Other|||



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## Reference and Administrative details 

|Charity name|Friends of Shipton Moyne Parish|
|---|---|
|Other name the charity uses||
|Registered charity number|1194076|
|Charity’s principal address|Glebe House, Shipton Moyne, Gloucestershire GL8 8PW|



## Names of the charity trustees who manage the charity 

|Trustee name|Office (if any)|Dates acted if not for<br>whole year|Name of person (or<br>body) entitled to appoint<br>trustee(if any)|
|---|---|---|---|
|Richard Boggis-Rolfe|Trustee|||
|James Birdwood|Trustee|||
|Christopher Hallpike|Trustee|||
|CAROLINE BAKER|Trustee|||
|Annemarie Tierney|Trustee|||
|IAN CARLING|Trustee|||
|Stuart Rutherford Dryden|Trustee|||
|Katie Elizabeth Mary Allies|Trustee|||
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## Reference and Administrative details (cont) 

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<br>year||
|---|---|---|
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## Funds held as custodian trustees on behalf of others 

|Description of the assets held in this<br>capacity|None|
|---|---|
|Name and objects of the charity<br>on whose behalf the assets are<br>held and how this falls within the<br>custodian charity’s objects|None|
|Details of arrangements for safe<br>custody and segregation of such<br>assets from the charity’s own assets|None|



## Additional information (optional) 

## Names and addresses of advisers (Optional information) 

Type of adviser Name Address 

## 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 

Charity Accounts templates – Trustees’ annual report for the period 

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## Declarations 

The trustees declare that they have approved the trustees’ report above. 

Signed on behalf of the charity’s trustees 

Signature(s) Full name(s) Richard Boggis-Rolfe Position (eg Secretary, Chair Chair, etc) Date 6th March 2023 

Charity Accounts templates – Trustees’ annual report for the period 

October 2016 

