## **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
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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|| ||

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