| Names ofthe trustees forthe charity, ifany, (for example, any custodian trustees) |
Names ofthe trustees forthe charity, ifany, (for example, any custodian trustees) |
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| Name | Dates acted ifnot for whole year | ||
| Names and addresses ofadvisers (Optional information) |
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| T | eofadviser Name |
Address | |
| Independent Examiner Dunkley's Chartered oodlands Grange, Woodlands Lane, Bristol BS324JY |
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| ccountants, Michael |
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| Dunkley | |||
| Investment Managers Brewin Dolphin 12Smithfield, London EC1A 9LA |
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| Name ofchief executive or names | ofsenior staff members (Optional information) |
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| Mr. | P. Orford, Secretary | ||
| 0 I ~ i I |
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| Description ofthe charity's trusts | |||
| Type of governing document |
Trust Deed | ||
| How the charity is constituted | Trust Deed dated 7th June 1997 | ||
| Trustee selection methods | Vicars of3local churches - ex officio Representatives of 4 parish/town councils - nominated |
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| 5 —co-opted trustees | |||
| Additional governance issues (Optional information) |
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| You may choose to include additional information, where relevant, about: |
When a new Trustee is appointed, and prior to their attendance at their first Trustee meeting, the Chairman will meet with the Trustee and inform them ofthe background, structure, governance and rules ofthe Charity. This will include the purpose ofthe funds and the overall financial position. A pack of |
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| o | policies and procedures | information will be given to the Trustee including a copy ofthe Trust Deed, |
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| adopted for the induction and he charity's organisational structure and any wider network with which the charity works; |
The Trustees have assessed the major risks to which the Charity is exposed, in particular those related to the operations and finances ofthe Charity, and are satisfied that systems and procedures are in place to mitigate our exposure to the major risks. |
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| s | relationship with any related |
Almondsbury Charity receives income from a portfolio of |
investments which |
| parties; | is professionally managed. Income accrued during any financial year is not |
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| e | trustees' consideration of |
available for distribution until after the end ofthat year. As stated in the trust |
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| major risks and the system and procedures to manage them. |
deed, the net income, after management expenses, is distributed between the Ecclesiastical Fund and the Educational and Relief Fund on a40%-60% basis, |
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| For this reporting year, the Trustees have opted to report |
under the | ||
| Receipts and Payments basis, as this saves money for the charity, and |
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| allows for a more straight-forward report. |
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| As part ofthis change, any debtors, creditors and unpaid | amounts that |
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| would have been ad'usted for in the revious accounts have been unwound |
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| March 2012 |
| ~ 0 ~ |
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| 1.The Education and Relief Fund (60%) which |
provides financial support |
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| for the advancement of education, for the sick and needy and for services |
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| provided by local organisations and institutions |
within the old parish of |
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| Almondsbury. | |||
| Summary ofthe objects ofthe charity set out in its governing document |
2. The Ecclesiastical Fund (40%) which contributes to the repair and maintenance ofthe fabric of the five named churches as well as furthering the religious and charitable work ofthe Church of England within the area of benefit. |
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| The Trustees are also required to hold an Extra Ordinary Relief and |
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| Building fund to provide for any unexpected |
and urgent repairs, the |
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| restoration or rebuilding or refurbishing of any |
church or other place of |
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| religious worship attended by members of the |
Church of England in the |
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| area of benefit. |
| Q~/J | Q~/J | CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
CHARlTY COttthA!tlSSlON FOR ENGLAND AND WALES Receipts For the period from |
and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
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and pa ments accounts ~'1 'l To M} Scroy~tttOz 26)XZ. |
CC&ea | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| s | s | ~ | |||||||||||||||||||||||
| Unrestricted | Restricted | Endowment | Total funds | Last year | |||||||||||||||||||||
| funds to the nearest f |
funds to the nearest |
6 | funds to the nearest |
f | to the | nearest | f | to the nearest f | |||||||||||||||||
| A1 Receipts Brewin Dolphin Building Society Donation |
75,564 910 3,745 |
75,564 910 3,745 |
65,745 1,095 |
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| Schrcders | 734 | ||||||||||||||||||||||||
| ub total | Gross income | for | AR) | 80,964 | 67,657 | ||||||||||||||||||||
| A2 Asset and | investment | sales, | (see | ||||||||||||||||||||||
| table). | |||||||||||||||||||||||||
| Brewin Dolphin | Share | Sales | Sv | total | |||||||||||||||||||||
| Total | receipts | 80r954 | 80,954 | 67,657 | |||||||||||||||||||||
| A3Pa ments Grards -Ecclesiastical Fund Grants -Educat)onal ft Relief Fund Printing, Postage, lT, Stationary, Telephone |
17,676 27,522 |
17,576 27,522 631 |
13,299 15,709 |
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| Cost of meeting rooms Staff costs Chairman's Honorarium Audit Fee |
50 8,088 800 2,040 |
8,088 900 2,040 |
7,928 800 1,700 |
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| Bank Charges | 432 | ||||||||||||||||||||||||
| Storage Costs | Sub total | 57,097 | 57,097 | 40,335 | |||||||||||||||||||||
| A4 Asset and | investment | purchases, | |||||||||||||||||||||||
| see table | |||||||||||||||||||||||||
| Brewin Dol | hin | Share Purchases | |||||||||||||||||||||||
| Sub total | |||||||||||||||||||||||||
| 57,097 | 40,335 | ||||||||||||||||||||||||
| Total | payments | ||||||||||||||||||||||||
| Net | of receiptsl(payments) | 23, 5 | 23,857 | 27,32 | |||||||||||||||||||||
| A5 Transfers between funds AB Cash funds last year end Cash funds this |
year end | 338,776 362,833 |
338,776 362,633 |
311,454 338,7?6 |
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| ~ | 2 | ~ | ~ | ~ ~ |
~ | e | e | ~ s | |||||||||||||||||
| Unrestricted | Restricted | funds | Endowment | ||||||||||||||||||||||
| to | funds nearest |
f | to nearest f | funds to nearest f |
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| B1 Cash funds | Bank | account (HSBC) | 210,685 | ||||||||||||||||||||||
| Building | Society deposits | (Nationwide) | 74,355 | ||||||||||||||||||||||
| Building | Society deposits | (CAF) | |||||||||||||||||||||||
| Builrkng | Society deposits | (Virgin) | 77,593 | ||||||||||||||||||||||
| Total cash | funds | 362,633 | |||||||||||||||||||||||
| (agree telsnces | rith | re~inta snd payments | |||||||||||||||||||||||
| account(s)) |