## **Jim Agnew Memorial Charity** 

Registered charity number 1195922 

## Annual Report for September 2022 to August 2023 

## **Address** 

12 Proudfoot Way Aylsham Norfolk NR11 6WE 

## **Trustee Names** 

- Geoffrey Sadler 

- Gregory Peck 

- Ian Stevenson 

- Judith Agnew 

- Louise Spink 

- Stephen French 

- Val Crewdson 

## **Structure and Details of How Managed** 

The Charity is managed directly by the Trustees who meet monthly either online, in person or a mixture of the two.  An agenda and any relevant papers are circulated in advance and decisions recorded.  One or more Trustees will then action the decision. 

The Independent Trustee was approached and appointed following a discussion and agreement about the Charity’s need.  She was suggested by one of the Trustees who already knew the individual concerned and their qualifications for the role. 

## **Activities and objectives in the year** 

During this period, the Charity focused upon raising its profile in the local area and in particular encouraging applications from young people who might qualify for help. 

## **Achievements and performance (including reporting on public benefit)** 

During the period, the Charity received 20 applications of which nine were accepted and a further four applicants failed to respond to requests for further information.  Of 

1 



the seven that were declined, five were from young people out of the area and one who was over the age limit. 

The nine accepted applications supported young people in education where their families could not afford to do so: 

- Four Chromebooks were provided to school students; 

- Replacement PE kit for a school student; 

- Repairs to a damaged bicycle to enable the student to continue to attend school; 

- A laptop and specialist software was provided to enable a student to study a course at college; 

- The Charity, in conjunction with the Rotary Club of Aylsham, part funded a geography field trip for a school student; 

- A replacement mobile phone for a young person to carry on their work and voluntary activities. 

## **Financial review** 

Although the Charity was not actively seeking donations during this period, we received further donations of £4,320 as well as Gift Aid of £2,261. The Charity gave out a total of £1,374 and incurred £41 of bank charges. 

## **Details of any funds held as a custodian trustee** 

Nil. 

2 



## 

|STATEMEN|TOFACCOUNTFORTHEYEAR|ENDED31STAUGUS|T,|2023|||
|---|---|---|---|---|---|---|
|||::ia:i-::-:i:i:|:ij::':|::.::::i:r':-'.|||
|INCOME|||||||
|%,'&el.*l<*|||||||
|292!|||||||
|33,106|DonationsReceived||||4,320|.00|
|5,000|Norfol-kCommunityFund Grant||||||
|1,046|H.M.R.C.Gift AidTax|Claims|||2,261|.10|
|1|BankInterest||||||
|39,153|TOTALTNCOME||||t@6,581|.10|
||LESSEXPENDITURE||||||
||DonationsMade||||7,229|.96|
||UltimoComputers||||144|.00|
||BankCharges||||41|.65|
|NTL|TOTALEXPENDITURE||||7,415|.61|
|39,153|EXCESS TNCOMEOVER EXPENDITURE FORYEAR|||S|5,165|.49|
||REPRESENTED BY:-||||||
|Nil|BalanceHeldatBank,|1stSeptember,2022||39, 152.||.99|
|39.i i"53|AdqExeess fncomeover|Expenditure(afove)|||5,165|.49|
|39,153|BalanceHeldatBank,|31stAugust,2023||s,44,3tB||.48|