Trustees’ Annual Report for the period
From 2 May 2023 To: 5 April 2024 Charity name: Friends of St Mary’s
Charity registration number: 1202893
Objectives and Activities
| SORP reference |
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| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the Christian religion by providing and assisting in the restoration, preservation, repair, improvement and beautification of St Mary’s church and by providing additional facilities and contributing towards the cost of maintaining the ministry at the church and the day-to-day costs incidental thereto for and on behalf of the Parochial Church Council or successor. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Raising money to support the church’s vital work in the community and help preserve its architectural heritage.. Priorities for fundraising are chosen from projects identified by St Mary’s Vestry meetings. Funds have been raised at a series of talks when people have been encouraged to sign up as Friends or to make a donation to the charity |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees met with a an advisor from Powys Association of Voluntary Organisations regarding guidance on public benefit. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| SORP reference |
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| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
Other
Achievements and Performance
| SORP reference |
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|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | In this first year of the charity we signed up 35 Friends to the charity and £1,057 in donations. By building the number of Friends we are helping to develop a sense of community at St Mary’s with more people focussed on the needs of the Church and its future. Both the launch event and the first in our Friend’s Speaker series have helped us accrue funds towards the repair of the windows of St Mary’s which have been identified as a need by St Mary’s Vestry meetings. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
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|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity holds a small surplus (£1,152) as cash in bank at the end of the first year in operation |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The cash held at bank is held as a resource for planned East window protection replacement |
| Amount of reserves held | Para 1.22 | £1,152 |
| Reasons for holding zero reserves |
Para 1.22 |
| Details of fund materially in deficit |
Para 1.24 | |
|---|---|---|
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None: FoSM is a “going concern” |
| Additional information (optional) You may choose to include further statements where relevant about: |
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| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Membership (“Friend of St Marys”) and donations received, including those from attendees at events. The Friends also apply to relevant grants to help fund the projects that are being supported. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | No investment policy. All funds raised to be used for improvement projects. |
| A description of the principal risks facing the charity |
Para 1.46 | No financial risks. Public liability is covered by Event Insurance. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: | ||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Election by existing Trustees (majority basis) |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
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|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Friends of St Mary’s |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1202893 |
| Charity’s principal address | Vestry of St Mary’s Church Church Lane LD3 7AS |
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) |
|---|---|---|---|---|
| Punch Maughan | Chair | |||
| Karen Hesketh | Treasurer | |||
| Philip Park | ||||
| Emma Hayes | ||||
| Liam Hosie | ||||
| Peter Jenkins | Secretary | |||
| Liz Rijnenberg | Co-opted | |||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year |
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|---|---|---|
Funds held as custodian trustees on behalf of others
Description of the assets held None in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) K Hesketh Full name(s) Karen Hesketh
Position (eg Secretary, Chair, etc) Treasurer
Date
12 January 2025
| Friends of St Marys | Friends of St Marys | Friends of St Marys | No (if any) | No (if any) | CC16a | |
|---|---|---|---|---|---|---|
| For the period from |
Period start date 5/2/2023 |
Period end date 4/5/2024 |
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| Section A Receipts and payments | ||||||
| A1 Receipts 3,350 3,350 - - - Sub total - Total receipts 3,350 A3 Payments 2,198 Sub total 2,198 - - Sub total - Total payments 2,198 Net of receipts/(payments) 1,152 A5 Transfers between funds A6 Cash funds last year end - Cash funds this year end 1,152 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ - - - - - - - - - - - - - - - - Endowment funds |
Total funds to the nearest £ 3,350 3,350 - - - 3,350 2,198 2,198 - - - 2,198 1,152 - - 1,152 |
Last year to the nearest £ |
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| - | - | 1,152 | - | |||
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| - | - | 1,152 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details - Details Details Details Details Signature ~~K Hesketh~~ Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 1,152 - - - - - 1,152 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Karen Hesketh Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| to nearest £ Endowment funds |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| ~~K Hesketh~~ | Karen Hesketh | 2.11.24 | |