||||||||| |---|---|---|---|---|---|---|---| |**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
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12
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14
15
16
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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 (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: 1. Research and publish the full range of Petit’s achievements 2. 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)** 3. 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