||**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**| |---|---|---|---|---|---|---|---|---| ||**From**|Period start date|||**To**|Period end date||| |||Day
**06**|Month
**01**|Year
**2023**||Day
**30**|Month
**09**|Year
**2023**| ## Section A Reference and administration details **Charity name** ## **Charity of Thomas Holroyd** **Other names charity is known by Registered charity number (if any) 1201510** - |**Charity's principal address**|The Sunday School|| |---|---|---| ||Briestfield Road|| ||Briestfield, Dewsbury|| ||**Postcode**|WF12 0NX| **Names of the charity trustees who manage the charity** |1
2
3
4|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||George McCombe|Chair|-|-| ||Sandra Coulthard|Secretary|-|-| ||Debra Adams|Treasurer|-|-| ||Louise Flynn|Trustee|-|-| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** |**Name**|**Dates acted if not for whole year**| |---|---| |-|-| ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |-|-|-| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** - 1 **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document[Constitution] How the charity is constituted[CIO] Trustee selection methods[A new trustee may be appointed by resolution at a properly convened ] meeting of the charity trustees. Trustees are appointed for a term of 3 years and are eligible for reappointment for a maximum of three consecutive terms. A new appointment begins only after the minute book has been signed with a declaration of acceptance and willingness to be appointed as a trustee. Trustees are selected with regard to the skills, knowledge and experience needed for the effective administration of the CIO. ## **Additional governance issues (Optional information)** Although the CIO has been registered, the transfer of assets has yet to be You **may choose** to include completed and this is anticipated during the next Financial Year. 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** The objects of the CIO for the public benefit are the relief of poverty and financial hardship of persons in Huddersfield, in particular but not **Summary of the objects of the** exclusively by the provision of almshouses and keeping the almshouses **charity set out in its** well maintained and in good repair _._ **governing document Summary of the main** The CIO is currently inactive but anticipates taking over the activities of **activities undertaken for the** the unincorporated charity of the same name (charity number 224933) **public benefit in relation to** during the next Financial Year. **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 ## **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. ## Section D Achievements and performance The CIO is currently inactive but anticipates taking over the activities of **Summary of the main** the unincorporated charity of the same name (charity number 224933) **achievements of the charity** during the next Financial Year. **during the year** ## **Section E Financial review** The CIO is currently inactive but anticipates taking over the activities of **Brief statement of the** the unincorporated charity of the same name (charity number 224933) **charity’s policy on reserves** during the next Financial Year. **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. 3 **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** **(Trustee 1) (Trustee 2) Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date** 4 ## **Charity of Thomas Holroyd (CIO) Charity no 1201510** ## **Total Receipts & Payments Account** |**Receipts**
NONE
**Payments**
NONE
**Net receipts / (payments)**
**Balance carried forward**|Total
Unrestricted
Restricted| |---|---| ||NIL
NIL
NIL| ||**-**
**-**
**-**| ||NIL
NIL
NIL| ||**NIL**
**NIL**
**NIL**| ||NIL
NIL
NIL| ||**NIL**
**NIL**
**NIL**| 1 ## **Charity of Thomas Holroyd Charity no 1201510** ## **Statement of Assets and Liabilities** |**Cash funds**
**Other**
**monetary**
**assets**
**Investment**
**assets**
**Assets**
**retained for**
**the**
**charity’s**
**own use**
**Liabilities**
Signed by one
or two trustees
on behalf of all
the trustees|**_Total cash funds_**
Signature

|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
-
**-**
-
**-**
-
**-**
-
**-**
**-**
**-**
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which asset**
**belongs**
**Cost (optional)**
**-**
**-**
**Fund to which asset**
**belongs**
**Cost (optional)**
-
-
-
-
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
Print Name
DEBRA ADAMS|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||-| ||||| ||||**Current value**
**(optional)**| ||||-| ||||-| ||||| ||||**Current value**
**(optional)**| ||||-| ||||-| ||||-| ||||-| ||||| ||||| ||||| ||||| ||||**When due**
**(optional)**| ||||| ||||| ||||Date of approval| |||DEBRA ADAMS|25.5.24| ||||| 2