| Trustees' Annual Report | for theperiod | ||||||
| From | Period start date | To | Period end date | ||||
| Day 01 |
Month 04 |
Year 24 |
Day 31 |
Month 03 |
Year 25 |
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 Five Bells, Tylers Hill Rd Postcode HP51XJ
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 (if any) |
|---|---|---|---|---|
| PhilipModiano | Chair | |||
| Tatiana Rivchun | ||||
| Dumitru Tiscenco | ||||
| 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)
| Names and addresses of | advisers (Optional information) | 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
Constitution
Type of governing document (eg. trust deed, constitution) C.I.O How the charity is constituted
- (eg. trust, association, company)
Appointed by members Trustee selection methods
- (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;
-
t rustees’ 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
The main activities of the Society, are to:
-
Research and publish the full range of Petit’s achievements
-
P romote appreciation of Petit’s art and architecture through talks, exhibitions and the website
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)
- Secure awareness of his contributions for future generations through purchasing, conservation and donations of his work to public institutions
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 |
The main activities were: - the establishment of a semi-permanent exhibition in Lichfield Cathedral Close. - The creation of the Lichfield Series of limited edition prints - The publication of a booklet on the Lichfield Series In addition there were several talks given, numerous queries answered, sales of prints and books fulfilled, research undertaken, discoveries of unknown pictures made, conservation work undertaken |
|---|---|
March 2012
TAR
4
Section E Financial review
Brief statement of the The charity will not go into debt and will aim to have a positive balance at charity’s policy on reserves all times
Details of any funds materially
in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the chari ty’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 26.9.25
March 2012
TAR
5
| Charity Name | No (if any) | |||
|---|---|---|---|---|
| Receipts andpayments accounts | CC16a | |||
| For the period from |
Period start date | To | Period end date |
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 3,600 4,466 - - - - - - 8,066 - - - 8,066 574 3,562 1,460 800 454 16 - - - 6,866 900 - 900 7,766 300 - 2,174 2,474 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 3,600 4,466 - - - - - - 8,066 - - - 8,066 574 3,562 1,460 800 454 16 - - - 6,866 900 - 900 7,766 300 |
Total funds to the nearest £ 3,600 4,466 - - - - - - 8,066 - - - 8,066 574 3,562 1,460 800 454 16 - - - 6,866 900 - 900 7,766 300 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations | 3,600 | - | ||||
| Print and book sales | 4,466 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
8,066 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Prints | 574 | - | ||||
| Frames | 3,562 | - | ||||
| Conservation | 1,460 | - | ||||
| Fundingconsultant | 800 | - | ||||
| Research | 454 | - | ||||
| HMRC repayment | 16 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 6,866 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| Pictures | 900 | |||||
| - | ||||||
| **Sub total ** | 900 | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| 300 | - | - | 300 |
- | ||
| - | - | - | - | - | ||
| 2,174 | - | - | 2,174 | - | ||
| 2,474 | - | - | 2,474 | - |
CCXX R1 accounts (SS)
1
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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Pictures metro Account Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 2,474 - - - - - 2,474 - 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 2,400 - - - - - - - - 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 | 26.9.25 | ||
CCXX R2 accounts (SS)
2