Trustees' Annual Report for the period
Period start date Period end date From 10 June 2022 To 31 March
31 March 2023
Section A Reference and administration details
Charity name Other names charity is known by Registered charity number (if any) 1199262
The JL Petit Society
The Petit Society
Charity's principal address Wise &Co Wey Court West Union Road Farnham Surrey Postcode GU97PT
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) |
|---|---|---|---|---|
| PhilipModiano | Chair | |||
| Tatiana Rivchun | ||||
| Dmitri Tischenko | ||||
| StaceyBalfe | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
March 2012
TAR
1
Names and addresses of advisers (Optional information)
Type of adviser Name Address 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)[Constitution, based on the Foundation Model] How the charity is constituted CIO, Charitable Incorporated Organisation (eg. trust, association, company) Trustee selection methods (eg. appointed by, elected by)[ Appointed by the Trustees]
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
The object of the CIO is to advance the education of the public in the life and works of Reverend J L Petit (1801-1868), in particular but not exclusively to those living in the UK where Petit lived and worked.
March 2012
TAR
2
Activities fall under three main headings
-
Research and publish the full range of Petit’s achievements. We publish books, booklets and on our website.
-
Promote appreciation of Petit’s
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)
-
2.1 Art, and to a lesser extent the art of those in his circle;
-
2.2 Architectural thought and writings; We give talks, support exhibitions, put up information boards, and support awareness in academic communities
-
Secure awareness of his contributions for future generations. We aim to ensure that there are accessible works in public collections
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
March 2012
TAR
3
Section D Achievements and performance
Summary of the main achievements of the charity during the year
During the year June 2022 to March 2023, our main activity was associated with the publication of JL Petit - Britain’s Lost PreImpressionist. This achieved widespread publicity in ten national publications, prominent being The Guardian, Country Life, The Church Times, etc.
Significant was the endorsement by art expert Andrew Graham Dixon saying Petit is the greatest discovery in British Art for a generation.
Launch activity was followed by various talks especially in the Midlands, for example at the Wolverhampton, and Lichfield, literary festivals.
Other activities including publishing the booklet Clarke, Petit and St Mark’s - a 19[th] Century Journey on the Isle of Man . This enabled recognition of Petit’s contribution to architecture on the Isle of Man, which reinforces the case for his contribution in the UK.
March 2012
TAR
4
Section E Financial review
Brief statement of the The Trustees are committed to always maintaining a positive balance of charity’s policy on reserves funds
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
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) Philip Modiano Position (eg Secretary, Chair, Chair etc) Date 7th December 2023
March 2012
TAR
5
| THE JL PETIT SOCIETY | THE JL PETIT SOCIETY | 1199262 | ||
|---|---|---|---|---|
| Receipts andpayments accounts | CC16a | |||
| For the period from |
6/10/2022 | To | 31/03/223 |
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Donations 2,080 Book sale 134 - - - - - - 2,214 - - Sub total - Total receipts 2,214 A3 Payments Travel Expense 68 MarketingExpense 150 - - - - - - - Sub total 218 - - Sub total - Total payments 218 Net of receipts/(payments) 1,996 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 1,996 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
Last year to the nearest £ |
| - - - - - - - - - |
- - - - - - - - - |
2,080 134 - - - - - - 2,214 |
- | |
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - - - |
- - - |
- - - |
||
| - | ||||
| - | ||||
| - | - | 2,214 | - | |
| - - - - - - - - - - |
- - - - - - - - - - |
68 150 - - - - - - - 218 |
- | |
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - - - |
- - - |
- - - |
||
| - | ||||
| - | - | 218 | - | |
| - - - - |
- - - - |
1,996 - - 1,996 |
- | |
| - | ||||
| - | ||||
| - |
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 Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 1,996 - - - - - 1,996 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name PhilipModiano 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 |
|||
| PhilipModiano | 15.12.23 | ||