## **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**
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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||||
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|||**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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**TAR**
March **2012**
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 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:
- 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**
**TAR**
March **2012**
2
**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)**
**TAR**
March **2012**
3
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
**TAR**
March **2012**
4
Section D Achievements and erformance p
**Summary of the main achievements of the charity during the year**
**TAR**
March **2012**
5
## **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** 1.12.24
**TAR**
March **2012**
6
**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)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||PhilipModiano|1.12.24|
|||||
CCXX R2 accounts (SS)
02/12/2024
2