**Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 18 04 2023 **To** 05 04 2024 ## Section A Reference and administration details **Charity name** The Friends of St Peter’s Church Hurstbourne Tarrant **Other names charity is known by Registered charity number (if any)** 1202752 **Charity's principal address** Oakdale House, The Dene Hurstbourne Tarrant Andover, Hants **Postcode SP11 0AH** ## **Names of the charity trustees who manage the charity** |1
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4|**Trustee name**|**Office (if any)**|**Dates acted if not**
**for whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(ifany)**| |---|---|---|---|---| ||Paul William SYMES|Chair/Treasurer|2023/24|| ||Michael William BATEMAN||2023/24|| ||Thomas AnthonyEdward SHARPE||2023/24|| ||Vivien Jane Ione JONES||2023/24|| ||Julie Anne HOWELL|Associate Priest –
ex-officio|
2023/24|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ||**Name**|**Dates acted if not for whole year**| |---|---|---| ||Rev Alex RANDLE-BISSELL – Rector and Priest in Charge
of Pastrow Parish|
During absence of Julie Howell| |||| **TAR** March **2012** 1 |**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**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 Charitable Incorporated Organisation ‘Foundation’ model constitution. (eg. trust deed, constitution) Registered 18 April 2023 How the charity is constituted Charitable Trust (eg. trust, association, company) Trustee selection methods Appointed (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** **Summary of the objects of the charity set out in its governing document** The object of the CIO is: “The Friends is established is to advance the Christian religion by the provision of financial support to St Peter’s Church Hurstbourne Tarrant (“the Church”) and to fund or assist in funding the preservation, repair and improvement of the Church and of the monuments, fittings, fixtures, stained glass, furniture, ornaments in the church or churchyard belonging to that Church.” **TAR** March **2012** 2 The planned merger of the Parish of St Peter’s Church Hurstbourne Tarrant (HbT) with 8 other parishes to form the Parish of Pastrow led to a noticeable drop in income to the church. Clearly some people have been and will be deterred from making donations to St Peter’s Church because they perceive that funds may not be used exclusively for the benefit of their local church. The purpose of this ‘Friends Fund’ is to provide such potential donors with an alternative, accompanied with the **Summary of the main** assurance that their donations will be used wholly and exclusively for St **activities undertaken for the** Peter’s Church, HbT. **public benefit in relation to these objects (include within** From the outset it was stressed that this Fund would not be in a fund- **this section the statutory** raising competition with Pastrow. **declaration that trustees have had regard to the guidance** The main feature of this start-up year has been the length of time it has **issued by the Charity** taken to complete the necessary documentation with: **Commission on public** Charity Commission - applied 28/03/23, registered 18/04/23; **benefit)** Operating Bank Account - applied 06/05/23, opened 17/07/23; HMRC - applied 24/08/23, agreed 14/12/23; Deposit/Investment Accounts - applied 19/08/23, opened 02/04/24. These delays affected our ability to publicise the Friends and its objectives and to be in a position to receive donations and make grants. ## **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. **TAR** March **2012** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** The delays described meant that opening publicity for the Friends locally was delayed until November 2023. However, it immediately attracted the transfer of a generous legacy from a late villager, along with some standing order/regular donations. Accounts were opened with the C of E Deposit and Investment Funds so that the Trust is now able to provide a budget for _the advancement of Christian religion in St Peter’s Church and to assist in funding the preservation, repair and improvement of the church and churchyard_ . **TAR** March **2012** 4 Section E Financial review The receipt of a large legacy prompted the Trustees lo invest into the C of E Global Equity Fund and the C of E Deposit Fund, both managed by the CCLA Church of England, supported by a business account with Lloyds Bank. The Deposit Fund, including interest, and Lloyds account would be available for short-term budgets to support the advance of the Christian religion etc and can be drawn on for the repair and improvement of the church,. and the investment in the Global Equily Fund would be available lo provide longer term support for major projects for the church. Brief statement of the charity's policy on reserves Detalls of any funds materially In deflclt Further financial review dotails (Optlonal Information) You may choose to include additional information, where relevant about: the charity'5 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. No grants or donations have been made to St Peter's Church in this first year, but discussions are ongoing about future needs. The Truslees intend to widen the publicity for'the Friends, as requirements for support are identified. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees. report above. Slgned on behalf of the charity's trustees Signature(s) Full name(s) Position (Og Secretary, Chair, etc) Paul William Symes Drvi Jan one Jones Chair and Treasurer Trustee Dats TAR Marth 2012 ||**Charity Name**|**Charity Name**|**Charity Name**|**Charity Name**|**Charity Name**|||**CC16a**| |---|---|---|---|---|---|---|---|---| ||**The Friends of St Peter's Church Hurstbourne Tarrant**|||||||| ||**Receipts andpayments accounts**|||||||| ||**For the period**
**from**||Period start date|||Period end date||| ||||**18,04,2023**|||**05,04,2024**||| |**Section A Receipts and payments**||||||||| ||**Unrestricted**
**funds**||**Restricted**
**funds**||**Endowment**
**funds**|**Total funds**||**Last year**| ||**to the nearest**
**£**||**to the nearest £**||**to the nearest £**|**to the nearest £**||**to the nearest £**| |**A1 Receipts**||||||||| |Donations,legacies and grants|**157,585**||**-**||**-**|**157,585**||**Nil**| |Depositinterest|**74**||**-**||**-**|**74**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| |**_Sub total_**_(Gross income for_
_AR) _|**157,659**||**-**||**-**|**157,659**||**-**| |||||||||| |**A2 Asset and investment sales,**
**(see table).**||||||||| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| |**_Sub total_**|**-**||**-**||**-**|**-**||**-**| |||||||||| |**_Total receipts_ **|**157,659**||**-**||**-**|**157,659**||**-**| |||||||||| |**A3 Payments**||||||||| ||**-**||**Nil**||**-**|**Nil**||**Nil**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| |**_Sub total_ **|**-**||**-**||**-**|**-**||**-**| |||||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||||| ||**-**||**Nil**||**-**|**Nil**||**Nil**| ||**-**||**-**||**-**|**-**||| |**_Sub total_ **|**-**||**-**||**-**|**-**||**-**| |||||||||| |**_Totalpayments_ **|**-**||**-**||**-**|**-**||**-**| |||||||||| |**_Net of receipts/(payments)_**|**157,659**||**-**||**-**|**157,659**||**-**| |**A5 Transfers between funds**|**-**||**-**||**-**|**-**||**-**| |**A6 Cash funds lastyear end**|**-**||**-**||**-**|**-**||**-**| |**_Cash funds thisyear end_**|**157,659**||**-**||**-**|**157,659**||**-**| |||||||||| 1 Section B Statement of assets and liabilities at the end of the period Unrestrictod funds Restricted fvTrd¥ to n•8fWI£ Endowmenl fund8 ngaF4B¢E C*gories to nBarost£ B1 Cash funds Lloyds Tfèssursfs A¢counl CCLA Dèposrt Fund ses 37,074 Totsl ¢4$h funds 37,659 Unre8trtctsd fun to nAafMI£ Restrfcted fund8 tO￿•a￿￿t£ Endowment funds B2 Other mon•tsry au•ts CCLA Global Equty Fund 118.821 Fund towhkh DetallB eortl¢WonalJ Currenlvalue ona B3 Inv•8tm•nt a888ts Fund to ¥thl¢h •99•1 bolon Currenlval onal Dela..Is t￿tIo￿O￿lI B4 A88ets retained forthe ¢h4fbty'8 own u80 Fundtowhl¢h' reL4tès Amouni d ¢nal Whon d B5 Liabiliti86 Slned by one ty N¥0 truslees behaK¢fall the trustae$ Prfnt Name Date ol roval me M Bateman CCXX R2 a￿nts ISSI 20824