
## **Trustees’ Annual Report for the period** 

## **From  01/01/2021                   Period start date   To  31/12/2021 Period end date** 

## **Charity name:Friskney United Charities** 

## **Charity registration number:217282** 

## **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 area of**<br>**Friskney. The charity owns 18**<br>**almshouses 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>**guidancegiven 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|**Upgrading some of our older**<br>**almshouses, specifically replacing**<br>**outdated bathrooms with easier access**<br>**shower rooms with aids for disabled**<br>**access.**<br>**An ongoing programme of repairs and**<br>**renovations throughout 2021, upgrading**<br>**properties as they become vacant.**<br>**The charity aims to provide good quality,**<br>**low cost and energy efficient**<br>**accommodation for deserving/vulnerable**<br>**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 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)** 

|**Additional information (optional)**|**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 – Charinco and**<br>**Charishareincome units.**<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 Commissin Scheme – dated**<br>**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 the 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<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|
||Mr Terence James<br>Twigg|||Friskney Parish Council|
||Miss Paula<br>Dickinson|||Friskney Parish Council|
||Mrs Nicola Smith|||FriskneyParish 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)** Jacqueline Scott **Position (eg Secretary,** Secretary **Chair, etc) Date** 27/07/2022 



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