Trustees' Annual Report for the period
Period start date Period end date 01 01 2024 31 12 2024
From
To
Section A Reference and administration details
The Sir Ralph Pendlebury 1880 Charity for Stockport’s Charity name Neediest Residents
Other names charity is known by
Registered charity number (if any) 1196938
Charity's principal address 25 Avondale Avenue Hazel Grove Stockport Postcode SK7 4PZ
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) |
|---|---|---|---|---|
| Janet Neilson | ||||
| Jayne Quinn | ||||
| Ellen Walker | Secretary | |||
| Margaret Wrigley | ||||
| Helen Margaret McCormick |
||||
| Annabelle Smith | ||||
| Catherine Downs | ||||
| Clifford Ainsley Walker |
Chair | |||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year |
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Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
Name Address |
|---|---|---|
| Retired chartered accountant |
Stephen Tattersall | 3 Highfield Road, Poynton, SK2 1DU |
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document (eg. trust deed, constitution) How the charity is constituted
- (eg. trust, association, company)
Trustee selection methods
Constitution
CIO Election by trustees
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
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Summary of the objects of the charity set out in its governing document
The relief of those in need, by reason of youth, age, ill-health, disability, financial or social disadvantage in the Metropolitan Borough of Stockport for the public benefit by the provision of financial support to appropriately registered or charitable organisations which directly provide services to and for children and/or adults
We made grants to the following charitable organisations:
22.05.24 Panathlon Foundation 1,500 23.07.24 Cheadle Heath Community Association 1,000 03.09.24 Stockport Food Bank 5,000 24.12.24 Independent Options 300
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
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You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance We continued to meet the aims of the charity’s original founders in 1880 Summary of the main of helping Stockport’s neediest residents. achievements of the charity during the year
Section E Financial review
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We seek to distribute as much of our revenue income as possible.
Brief statement of the charity’s policy on reserves
Details of any funds materially None in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
Our capital is invested by our stockbroker.
-
the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Clifford Ainsley WALKER Position (eg Secretary, Chair, Chair etc) Date Wednesday, 08 July 2026
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| The Sir Ralph Pendlebury 1880 Charity for Stockport's Ne 1 | The Sir Ralph Pendlebury 1880 Charity for Stockport's Ne 1 | The Sir Ralph Pendlebury 1880 Charity for Stockport's Ne 1 | 196938 | CC16a | |
|---|---|---|---|---|---|
| For the period from |
01.01.2024 | To | 31.12.2024 | ||
| Section A Receipts and payments | |||||
| A1 Receipts Investment income 19,300 - - 19,300 - - Sub total - Total receipts 19,300 A3 Payments - - - 13.03.24 Access Insurance 131 13.04.24 Payroll services 60 22.05.24 Panathlon Foundation 1,500 1,000 03.09.24 Stockport Food Bank 5,000 24.12.24 Independent Options 300 Sub total 7,991 - - Sub total - Total payments 7,991 Net of receipts/(payments) 11,309 A5 Transfers between funds - A6 Cash funds last year end 433 Cash funds this year end 11,742 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). 23.07.24 Cheadle Heath Community Association A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 19,300 - - - - - - - 19,300 - - - 19,300 - - - 131 60 1,500 1,000 5,000 300 7,991 - - - 7,991 11,309 - 433 11,742 |
Last year to the nearest £ |
|
| - | 19,300 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | |||||
| - | - | - | |||
| - | - | - | |||
| - | 19,300 | - | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 19,300 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 131 | - | |||
| - | 60 | - | |||
| - | 1,500 | - | |||
| - | 1,000 | - | |||
| - | 5,000 | - | |||
| - | 300 | - | |||
| - | 7,991 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 7,991 | - | |||
| - | - | 11,309 | - | ||
| - | - | - | - | ||
| - | - | 433 | - | ||
| - | - | 11,742 | - |
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details NatWest 36280739 01-03.38 Details Details £427,016 £47,433.39 Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 1 - - - - - 1 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) Permanent - Income - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Clifford AinsleyWALKER Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Clifford AinsleyWALKER | |||