Trustees’ Annual Report for the period
From 1 January 2021 (Period start date) To 31 December 2021 (Period end date)
Charity name: Thurlby Causeway Estate Charity
Charity registration number: 212654
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Financial assistance for charitable purposes for the general benefit of the inhabitants of Thurlby |
| 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 |
Continuing maintenance of the properties let out by 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 have had regard to the guidance |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Achievements and Performance
| SORP reference | ||
|---|---|---|
| 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 | Donations were made and gratefully received by: 1 Mrs N Bosnjak 2 Mr N Cox 3 Thurlby Parochial Church Council 4 Thurlby Parish Council 5 Thurlby Parish Council |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity is in a healthy financial position |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held for the purpose of ongoing maintenance of the residential properties owned and continuing donations for the general benefit of the inhabitants of Thurlby |
| Amount of reserves held | Para 1.22 | £179,698 |
| Reasons for holding zero reserves |
Para 1.22 | N/a |
| Details of fund materially in deficit |
Para 1.24 | N/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/a |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document |
Para 1.25 | Trust Deed |
| How is the charity constituted? |
Para 1.25 | Trust |
| 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 | • one ex-officio Trustee (Vicar) • Two nominated Trustees (Parish Councillors) • Co-opted Trustees |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Thurlby Causeway Estate Charity |
|---|---|
| Other name the charity uses | N/a |
| Registered charity number | 212654 |
| Charity’s principal address | c/o 1a Abbey Road Bourne Lincs PE10 9EF |
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) | Office (if any) | Dates acted if not for whole **year ** |
Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|---|---|
| Mr G Derbyshire | Chair | |||||
| Mrs A Nicholson | Vice Chair | |||||
| Mrs M Thomas | ||||||
| Mrs E Reynolds | ||||||
| Mrs H Addison | ||||||
| Rev C Bailey | ||||||
| Mr D White | ThurlbyParish Council | |||||
| Mrs L Lowe | 1.2.21 - 31.12.21 | ThurlbyParish Council | ||||
| Mr J Green | ||||||
| Corporate trustees–names of the directors at the date the report was approved | ||||||
| Director name | ||||||
| N/a |
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/a | ||
Funds held as custodian trustees on behalf of others
Description of the assets N/a held in this capacity
Name and objects of the N/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/a 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
None
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) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
Stephen George Knipe |
||
Clerk |
||
| 13 September 2022 | ||
| 13 September 2022 |
Lnooooa> OOOa*
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THURLBY CAUSEWAY ESTATE CHARITY I report on the Accounts for the year ending 31 December 2021. which are sel oui hereunder. Respective responsibilities of Trustees and Examiner. As ihL Charity's Trustees J'ou ar¢ responsible for the preparation of the Accounts. you consider that the audil requiremenl ot" Section 43 1?) of ihe Charities Act 1993 (the Acl) does nol apply. li is my responsibilil), to stale on the basis ofprocedures specifi¢d in the General Directions gJ jk'en by the Charily Commission¢rs under Seciion 43 (7) (b) of ihe Act. w'hether particular mailers have come lo my altenlion. Basis of Independent Examiner's Report My examinalion was carried oul in accordance wilh (he General Dir¢ctions gii'en b). the Charily Commissioncrs. An examinalion include5 a re.1¢ of the accouniingy rccords kept by the C harily and a comparison of th¢ accounts presented wilh those records. li also includes consideration of any unusual items or disclosures in ihe Accounts and seekingy explanations from you as Trustees concerning any. such mailers. The procedures undertaken do nol proi'ide all the evidence Ihat would be required in an audit and consequenil), I do noi express an audil opinion of ihc N'iew giN'cn b), thc Accounts. ndependent F.XVdminer's St&t¢men¢ In connection with my examination no mall¢r has come to my allention. which gives me reasonable cause lo believe that in any malerial r¢specl the requiremenls: to keep accounting record5 in accordance with Section 41 of ihe Act and lo prepare Accounts w'hich accord V¢'iih the accounting records and to compl). wilh the accounting requirements of the Aci have noi been mel; or (2) to which. in my opinion, aiiention should be drawi in order lo enable a proper understsnding of the Accounts io be reached. Signed Daled..F.. Mrc CTax Management 13 Locks C105e Deeping St James P¢t¢rborough PE6 8RA