Trustees' Annual Report for the period
Period start date Period end date From 01 April 2023 To 31 March 2024
Section A Reference and administration details
Charity name The JL Petit Society Other names charity is known by The Petit Society Registered charity number (if any) 1199262 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 | ||||
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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 Constitution, based on the Foundation Model (eg. trust deed, constitution)
How the charity is constituted CIO, Charitable Incorporated Organisation (eg. trust, association, company)
Trustee selection methods Appointed by the 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 The object of the CIO is to advance the education of the public in the life and charity set out in its works of Reverend J L Petit (1801-1868), in particular but not exclusively to governing document those living in the UK where Petit lived and worked. 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 erformance p
Summary of the main achievements of the charity during the year
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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:
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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) Philip Modiano Position (eg Secretary, Chair, Chair etc)
Date 1.12.24
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THE JL PETIT SOCIETY 1199262 Receipts and payments accounts CC16a For the period 01/04/2023 31/03/2024 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 1,100 228 549 - - - - - 1,877 - - - 1,877 - 200 - - - - - - 200 1,500 - 1,500 1,700 177 - 1,996 2,174 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 1,100 228 549 - - - - - 1,877 - - - 1,877 - 200 - - - - - - - 200 1,500 - 1,500 1,700 177 |
Total funds to the nearest £ 1,100 228 549 - - - - - 1,877 - - - 1,877 - 200 - - - - - - - 200 1,500 - 1,500 1,700 177 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations | 1,100 | 2,130 | ||||
| Book Sale | 228 | 134 | ||||
| Gift Aid | 549 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
1,877 | 2,264 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 2,264 | ||||||
Travel Expense |
- | 68 | ||||
| MarketingExpense | 200 | 200 | ||||
| - | ||||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 200 | 268 | ||||
| A4 Asset and investment purchases (see table) |
||||||
| , Pictures purchases |
1,500 | |||||
| - | ||||||
| **Sub total ** | 1,500 | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 268 | ||||||
| 177 | - | - |
177 |
1,996 | ||
| - | - | - | - | - | ||
| 1,996 | - | - | 1,996 | - | ||
| 2,174 | - | - |
2,174 | 1,996 |
CCXX R1 accounts (SS)
02/12/2024
1
| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) cash held at bank Details Details Purchase of pictures Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 2,174 - - - - - 2,174 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) unrestricted 1,500 - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name PhilipModiano |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| PhilipModiano | 1.12.24 | ||
CCXX R2 accounts (SS)
02/12/2024
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