## **Trustees’ Annual Report for the period**
## **From** _01/07/2023_ **(Period start date),** To _30/06/2024_ **(Period end date)**
**Charity name:** _The Richard Gibbs Foundation_
## **Charity registration number:** _1199237_
## **Objectives and Activities:**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|_The purpose of the charity is for the benefit_
_of the public, to advance in life and relieve_
_the needs of young people living in_
_Coventry and the surrounding area, in_
_particular, but not exclusively, by providing_
_grants that may be used to:_
_(a) advance their education;_
_(b) access support and activities which_
_develop their skills, capacities and_
_capabilities to_
_enable them to participate in society as_
_mature and responsible individuals;_
_(c) relieve their financial hardship; and/or_
_(d) enable them to participate in_
_recreational activities, provided in the_
_interest of social welfare, designed to_
_improve their conditions of life._|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|_In the second financial year, the charities_
_activities have focussed on:_
-
_Securing a donation from the_
_Charities Aid Foundation following a_
_charitable event._
-
_Fundraising through a Christmas_
_Quiz in London_
-
_Researching and identifying various_
_potential beneficiaries_|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|_In planning our activities for the year, we_
_kept in mind the Charity Commission’s_
_guidance on public benefit at our trustee_
_meetings._|
**Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making
Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **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
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|_The main achievements are as follows:_
_1. Securing a donation from the_
_Charities Aid Foundation following a_
_charitable event._
_2. Securing an addition donation from_
_a small business._
_3. Organising a Christmas Quiz in_
_December 2023 as an annual_
_fundraiser_
_4. Researching/exploring several_
_avenues and partnerships which_
_has led to identification of a potential_
_second beneficiary and possibly_
_supporting Coventry College /_
_university._|
**Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41||
||Para 1.41||
Investment performance against objectives Other
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|_Cash at bank dated 30thJune 2024 was_
_£23,458.50_|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|_N/A_|
|Amount of reserves held|Para 1.22|_N/A_|
|Reasons for holding zero
reserves|Para 1.22|_N/A_|
|Details of fund materially in
deficit|Para 1.24|_N/A_|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|_N/A_|
**Additional information (optional)** You may choose to include further statements where relevant about:
||||
|---|---|---|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47||
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|_Constitution of a Charitable Incorporated_
_Organisation (CIO)._|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|_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|_Trustees are appointed or reappointed_
_annually at the Annual General Meeting_
_held in June._|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
## **Reference and Administrative details**
|Charity name|_The Richard Gibbs Foundation_|
|---|---|
|Other name the charity uses|_The RGF_|
|Registered charity number|_1199237_|
|Charity’s principal address|_4 Valley View_
_Aldbourne_
_Marlborough_
_Wiltshire_
_SN8 2AQ_|
|||
## **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)**|
|---|---|---|---|---|
||Ewan Black|Chair(& Trustee)|||
||Evie Rothwell-
Douglas|Trustee|||
||Mark Brammer|Trustee|||
||Ian Liberty|Trustee|||
||||||
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## – Corporate trustees names of the directors at the date the report was approved
**Director name** _N/A_
Name of trustees holding title to property belonging to the charity
|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|_N/A_|||
||||
||||
||||
||||
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## **Funds held as custodian trustees on behalf of others**
Description of the assets _N/A_ held in this capacity Name and objects of the _N/A_ charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for _N/A_ 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 Name Address adviser**
**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**
## **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)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||Ewan Black||
||
Chair||
||23rdApril 2025||
||23rdApril 2025||
**The Richard Gibbs Foundation 1199237 Receipts and payments accounts CC16a For the period** 7/1/2023 6/30/2024 **To from**
## **Section A Receipts and payments**
**Unrestricted Restricted Endowment funds funds funds**
**Total funds Last year**
**to the nearest £**
**to the nearest £ to the nearest £ to the nearest £ to the nearest £**
## **A1 Receipts**
|**A1 Receipts**|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Donations||**4,260**||**-**||**-**||**4,260**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|
**Sub total**(Gross income for AR)||**4,260**||**-**||**-**||**4,260**||**-**|||
||||||||||||||
|**A2 Asset and investment sales,**|||||||||||||
|**(see table).**|||||||||||||
|||**-**||**-**||**-**||**-**|||||
|||**-**||**-**||**-**||**-**|||**-**||
|**Sub total**||**-**||**-**||**-**||**-**|||**-**||
||||||||||||||
|**Total receipts **||**4,260**||**-**||**-**||**4,260**|||**-**||
|**A3 Payments**|||||||||||||
|Beneficaries||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|||**-**||**-**||**-**||**-**||**-**|||
|**Sub total **||**-**||**-**||**-**||**-**||**-**|||
||||||||||||||
|**A4 Asset and investment**|||||||||||||
|**purchases, (see table)**|||||||||||||
|||**-**||**-**||**-**||**-**|||||
|||**-**||**-**||**-**||**-**|||||
|**Sub total **||**-**||**-**||**-**||**-**|||**-**||
||||||||||||||
|**Total payments **||**-**||**-**||**-**||**-**|||**-**||
||||||||||||||
|**Net of receipts/(payments) **||**4,260**||**-**||**-**||**4,260**||**-**|||
|**A5 Transfers between funds**||**-**||**-**||**-**||**-**||**-**|||
|**A6 Cash funds last year end**||**-**||**-**||**-**||**-**||**-**|||
|**Cash funds this year end **||**4,260**||**-**||**-**||**4,260**||**-**|||
## **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**
Cash at Bank
**Details**
**Details**
**Details**
**Details**
Signature
_Ewan Black_
**Total cash funds**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**23,479**
**-**
**-**
**-**
**-**
**-**
**23,479**
**-**
Agreement Error
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
Ewan Black
**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)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||_Ewan Black_|Ewan Black|4/23/2025|
|||||