## **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
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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 1. Research and publish the full range of Petit’s achievements. We publish books, booklets and on our website. 2. 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 3. 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| |||||