
## **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<br>the charity as set out in its<br>governing document|Para 1.17|**Trust provides housing for the elderly**<br>**and less fortunate people in the Friskney**<br>**area. The charity owns 18 almshouses**<br>**and a number of allotments.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**To collect Annual Maintenance**<br>**Contributions (AMC) and allotment rents**<br>**for the upkeep of both dwellings and**<br>**land.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**The Trustees have considered the**<br>**guidance given by the Charity**<br>**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The upgrading of some of our older**<br>**almshouses, specifically replacing**<br>**outdated bathrooms with shower rooms**<br>**for disabled access and with appropriate**<br>**aids for disabilities. Where appropriate**<br>**new kitchens have also been installed.**<br>**An ongoing programme of repairs,**<br>**maintenance and renovations throughout**<br>**2020.**<br>**The charity aims to provide good quality,**<br>**low cost and energy efficient**<br>**accommodation for deserving and**<br>**vulnerable residents.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Achievements against<br>objectives set|Para 1.41||
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**As per audited accounts submitted.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**To repay a permanent endowment of**<br>**£370,000, being recouped over a 60 year**<br>**period. Trustees try to maintain funds to**<br>**ensure levels of accommodation are**<br>**maintained.**|
|Amount of reserves held|Para 1.22|**See accounts submitted**|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**Investment powers – Black Rock**<br>**Charities UK Equity Funds and Black**<br>**Rock Charities UK Bond Funds.**<br>**Accumulation Units protected.**|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Charity Commission scheme – 12.06.1959**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**Trust**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>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)<br>Sigtoft Farm<br>Low Road South<br>Friskney<br>Boston<br>Lincs. PE22 8QH|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Reverend Fiona<br>Cotton-Betteridge|Chairman||Ex-Officio|
||Mr Tony<br>Scarborough|Vice Chairman||Friskney Parish Council|
||Mrs Nicola Smith|||FriskneyParish Council|
||Ms Paula<br>Dickinson|||Friskney Parish Council|
||Mr Terence James<br>Twigg||21.01.2020|Friskney Parish Council|
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– 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 


https://outlook.live.com/mail/inbox/id/AQMkADAwATY3ZmYAZS1hOTZjLTBlYWYtMDACLTAwCgBGAAADury39N1WNkuBXeYcgzMEzQcAYsq8q… 1/1 



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: