Trustees’ Annual Report for the period
From 01/01/2020 Period start date To 31/12/2020 Period end date
Charity name:
Charity registration number:
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Trust provides housing for the elderly and less fortunate people in the Friskney area. The charity owns 18 almshouses and a number of allotments. |
| 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 |
To collect Annual Maintenance Contributions (AMC) and allotment rents for the upkeep of both dwellings and land. |
| 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 considered the guidance given by the Charity Commission on public benefit. |
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 Other
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Para 1.20 | The upgrading of some of our older almshouses, specifically replacing outdated bathrooms with shower rooms for disabled access and with appropriate aids for disabilities. Where appropriate new kitchens have also been installed. An ongoing programme of repairs, maintenance and renovations throughout 2020. The charity aims to provide good quality, low cost and energy efficient accommodation for deserving and vulnerable residents. |
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 | As per audited accounts submitted. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | To repay a permanent endowment of £370,000, being recouped over a 60 year period. Trustees try to maintain funds to ensure levels of accommodation are maintained. |
| Amount of reserves held | Para 1.22 | See accounts submitted |
| 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 |
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 powers – Black Rock Charities UK Equity Funds and Black Rock Charities UK Bond Funds. Accumulation Units protected. |
|---|---|---|
| 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 (trust deed, royal charter) |
Para 1.25 | Charity Commission scheme – 12.06.1959 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
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 | Appointed by Parish Council |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and Para 1.51 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 | Friskney United Charities |
|---|---|
| Other name the charity uses | |
| Registered charity number | 217282 |
| Charity’s principal address | c/o Jacquie Scott (Secretary) Sigtoft Farm Low Road South Friskney Boston Lincs. PE22 8QH |
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 (ifany) |
|---|---|---|---|---|
| Reverend Fiona Cotton-Betteridge |
Chairman | Ex-Officio | ||
| Mr Tony Scarborough |
Vice Chairman | Friskney Parish Council | ||
| Mrs Nicola Smith | FriskneyParish Council | |||
| Ms Paula Dickinson |
Friskney Parish Council | |||
| Mr Terence James Twigg |
21.01.2020 | Friskney Parish Council | ||
– 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
Funds held as custodian trustees on behalf of others
Description of the assets held 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) J. Scott Full name(s) Jacquie Scott Position (eg Secretary, Secretary Chair, etc) Date 05/10/2021
Email - Jacqui Scott - Outlook
06/10/2021, 15:48
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December 2020 which are set out on pages 3 to 6. Responsibilities and basis of report As the charitvs trustees you are responsible for the prepèration of the accounts in accordance with the requirements o* the Charities Act 20111-the ACVI. I report In respect of my examination of the charitws accounts carried out under Section 145 of the Act ond in carrying out my examinètion I have followed all the applicable Directions given bythe Charity Commission under section 145151 of the Act. Independent examinerfs statement I have completed my examination. I confirm that no material matters have come to my Èttention In conne£tion with the examination giving me cause to believe that in 3ny material respect.. accounting records were not kept in spect of the charity as required by section 130 of the A¢t- or 2 the accounts do not accord with those records. I have no concerns and have come acmss no other matters in conne£tion with the examination to which attention should be drawn in this report in order to enablè a proper understanding of the accounts to be reached. J R Hodson F.C.A. Duncan & Toplis Limited Chartered Accountants 5 Resolution Close Endeavour Park Boston Lincolnshire PE21 Dated: