Trustees’ Annual Report for the period
From 1[st] January 2023 To 31[st] December 2023 Charity name: Carlton Colville Fuel or Poor’s Allotment Charity Charity registration number: 242083
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide grants towards the cost of heating and relief of need in exceptional cases inthe parish of Carlton Colville |
| 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 |
Provide an annual cash grant |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have considered the Charities Commission’s Guidance document and are satisfied that that it meets the requirements of the definitions of ‘charity’, ‘public’ and ‘benefit’. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Beneficiaries have to be resident in the Parish of Carlton Colville, be over 70 years of age, and be in receipt of basic pensions and/or benefits. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| 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 | Annual grants are made in November or December to help defray the higher costs of heating bills |
| 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 | Value of investments held as shares. And yields received as dividends, are reviewed annually to ensure the Charity receives fair value for money. |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The trustees were satisfied that there were sufficient funds held at the end of the year to enable it to continue to **function ** |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Investment funds are held with Blue Chip entities or managed funds to ensure stability. It does not engage in speculative buying and selling of shares |
| Amount of reserves held | Para 1.22 | Reserves held at the end of the year are **sufficient to generate necessary income. ** |
| 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 | None |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| 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 | Any person with local knowledge and understanding, with a proven record of holding positions requiring confidentiality and discretion |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
Charity name Carlton Colville Fuel or Poor’s Allotment Charity Other name the charity uses n/a Registered charity number 242083 Charity’s principal address 23 Wannock Close Carlton Colville Lowestoft NR33 8DW
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(if any) |
|---|---|---|---|---|
| Anita Lambert | Clerk | |||
| Keith Vincent | Treasurer | |||
| Stuart Brown | ||||
– 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 wholeyear | |
|---|---|---|
| n/a | ||
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) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Keith Vincent | ||
Secretary |
||
| 28.10.2024 | ||
| 28.10.2024 |
Carlton Colville Fuel or Poorfs Allotment CILarity
I fD the inNees exm"naDM ot Ihe ac
¢T0 CIXVIiLE RIEL ORPI.$AlL0MMTCI1P•JTy 2013 2022 35545 561 12.254 i i Totsl 39.705 11332 PAVMEill5 16,130 322 514 16,452 16J14 17.652 Toial a751 5.319 s41 16A53 63.662 2023 J22 ValuE NatILa knnB5 Bank 24,143 29,343 4620 51.866 11,7 Shares 78 295.5n 203.019 Fund5 213395 SharernarAh 603.971 548,591