Section C: Notes to the accounts Trustees’ annual report for the period
Period start date 0 1 0 5 2 3 Period end date 3 0 0 4 2 4
Charity name Friends of Shipton Moyne Parish Charity No 1 1 9 4 0 7 6 (if any)
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | to promote such charitable purposes according to the laws of England and Wales in such ways as the trustees shall think fit from time to time in the civil parish of Shipton Moyne, Gloucestershire |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
the restoration, preservation, repair, maintenance, improvement and beautification of the parish church of Shipton Moyne in the Diocese of Gloucester (hereinafter called “the Church”) and of the monuments, fittings, stained glass, furniture, ornaments and chattels in the Church and churchyard belonging to the Church, and generally promoting and supporting the religious and other charitable work of the Church and its contribution to Shipton Moyne |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | Confirmed the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | None considered on a case by case basis in order of merit |
| Policy on social investment including program related investment |
Para 1.38 | None |
| Contribution made by volunteers | Para 1.38 | None |
| Other |
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October 2016
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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 benefciaries and any wider benefts 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 pastoral work as well as taking services. A grant has been made to assist one student with their studies. The trust has created and maintains a village website. We have contributed to the maintenance of the churchyard, which is a village asset. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Achievements against objectives set | Para 1.41 | N/A |
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
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Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | The balance on the bank account as of 30 April 2024 was £30,976.57 Income from donations to the charity and expenditure 100% relating to the setup and running the charity, website design, and legal fees. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to ensure that future financial commitments can be met |
| Amount of reserves held | Para 1.22 | £30,976.57 |
| 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 about the charity continuing as a goingconcern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Donations and from fund raising events |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | None |
| A description of the principal risks facing the charity |
Para 1.46 | None |
| Other |
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October 2016
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Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
|
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Constituation |
| How is the charity constituted? (e.gunincorporated association,CIO) |
Para 1.25 | Charitable Incorporated Organisation (CIO) |
| 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 | Voluntary, considered upstanding members of the community |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | None |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | Richard Boggis-Rolfe acts as Chair, Annemarie Tierny acts as Secretary |
| Relationship with any related parties | Para 1.51 | None |
| Other |
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October 2016
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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 whole year |
Name of person (or body) entitled to appoint 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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October 2016
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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 year |
|
|---|---|---|
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October 2016
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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 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
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October 2016
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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 20/01/2025
Charity Accounts templates – Trustees’ annual report for the period
October 2016