## 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<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<br>England and Wales in such ways as the trustees shall think fit from<br>time to time in the civil parish of Shipton 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<br>beautification of the parish church of Shipton Moyne in the Diocese<br>of Gloucester (hereinafter called “the Church”) and of the monuments,<br>fittings, stained glass, furniture, ornaments and chattels in the Church<br>and churchyard belonging to the Church, and generally promoting<br>and supporting the religious and other charitable work of the Church<br>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|Confirmed the trustees have had regard to the guidance issued by<br>the Charity Commission 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|None considered on a case by case basis in order of merit|
|Policy on social investment including<br>program related investment|Para 1.38|None|
|Contribution made by volunteers|Para 1.38|None|
|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.<br>She is doing pastoral work as well as taking services.<br>A grant has been made to assist one student with their studies.<br>The trust has created and maintains a village website.<br>We have contributed to the maintenance of the churchyard, which is<br>a village asset.|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Achievements against objectives set|Para 1.41|N/A|
|Performance of fundraising activities<br>against objectives set|Para 1.41|N/A|
|Investment performance against<br>objectives|Para 1.41|N/A|
|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|The balance on the bank account as of 30 April 2024 was £30,976.57<br>Income from donations to the charity and expenditure 100% relating to the setup<br>and running the charity, website design, and legal fees.|
|Statement explaining the policy for<br>holding reserves stating why they<br>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<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|Donations and from fund raising events|
|Investment policy and objectives<br>including any social investment<br>policy adopted|Para 1.46|None|
|A description of the principal risks<br>facing the charity|Para 1.46|None|
|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 Incorporated 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|Voluntary, considered upstanding members of the community|



## 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|None|
|The charity’s organisational structure<br>and any wider network with which<br>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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## 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 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 

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 20/01/2025 

Charity Accounts templates – Trustees’ annual report for the period 

October 2016 

