| mes | ofthe charity trust | ees who manage th | ees who manage th | e charity | ||
|---|---|---|---|---|---|---|
| Trustee name | Office (ifany) | Dates acted ifnot forwhole ear |
Name ofperson (or body) entitled to a oint trustee ifan |
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| Dr Stephen | Chairman | The | Trustees Themselves | |||
| Williams | ||||||
| Mrs Beatrice | Hon. Treasurer | The | Trustees Themselves. | |||
| Slipper | ||||||
| Mrs Janice | Appeals | Director | The | Trustees Themselves | ||
| Walmsley | ||||||
| Mrs Lorna Jamison | Deputy Appeals | The | Trustees Themselves | |||
| Trustee | ||||||
| Mr Paul Lewis | Deputy Treasurer | The | Trustees Themselves | |||
| Mrs Coralie Slipper | Deputy Clerk | Up to 11/06/2020 | The | Trustees Themselves | ||
| 7 | Mr Stuart Adamson | The | Trustees Themselves | |||
| 9 | Dr Patrick Clark | From 19/11/2020 | The | Trustees Themselves | ||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| Names ofthe trustees for the | charity, ifany, (for example, any custodian | trustees) | ||||
| Name | Dates acted if not for whole | ear |
| Names and addresses ofadvisers | Names and addresses ofadvisers | (Optional information) |
(Optional information) |
(Optional information) |
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|---|---|---|---|---|---|---|
| T eofadviser |
Name | Address | ||||
| Independent Examiner |
Mr C.M.A Simon | 13malt House Close, | Old Windsor, | Berkshire, SL42SD | ||
| F.C.A. Chartered | ||||||
| Accountant | ||||||
| Bankers | Barclays Bank pic | High Street, | Staines, | Middlesex, TW184PS. | ||
| Name ofchief executive | or names ofsenior | staff members | (Optional | information) |
| Within the parishes of Egham, Englefield Green and Old Windsor the |
Within the parishes of Egham, Englefield Green and Old Windsor the |
Within the parishes of Egham, Englefield Green and Old Windsor the |
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|---|---|---|---|---|
| Charity aims | to promote good health and relieve, in cases ofneed, |
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| Summary ofthe objects charity set out in its governing document |
ofthe | persons who are sick, disabled, handicapped or infirm, by way of providing equipment or other forms ofassistance and to assist other organisations, in need offunds to provide similar facilities to the same end. |
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| The Trustees | continue to maintain contact with local individuals and |
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| organisations | who can recommend individuals and organisations from |
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| within the area ofbenevolence that would benefit from the charity's |
help. | |||
| These informants include: Staff of medical practices; citizens' advice |
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| Summary ofthe main |
bureaux; health visitors; schools and other charities. |
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| activities undertaken for the public benefit in relation to these objects (include within this section the statutory |
The Trustees set out by the test is met as |
have reviewed, again, the questions on public benefit as Charity Commission and confirm that the Public Benefit evidenced by the content ofthis report. |
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| declaration that trustees |
have | |||
| had regard to the guidance | ||||
| issued by the Charity | ||||
| Commission on public |
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| benefit) | ||||
| Additional details ofobjectives |
and activities | (Optional information) |
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| The Charity's | trustees oversee the investment strategy, monitor the |
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| financial situation and set annual targets for grant payments based on |
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| revenue available. |
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| The Charity's | trustees review all grant applications and where they meet |
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| the charitable | objects, and funds are available, make suitable grants. |
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| You may choose to include | ||||
| further statements, where |
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| relevant, about: |
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| ~ policy on grantmaking; |
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| ~ policy programme related |
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| investment; | ||||
| ~ contribution made by |
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| volunteers. |
| ~ | ~ | r ~ ~ ~ |
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|---|---|---|---|
| Summary ofthe main achievements ofthe charity during the year |
The Trustees for assistance amounting to to families or |
held three meetings in 2020 at which various applications were considered and mostly approved. In the year grants E33,393were made, E31,061 to organisations and E2,932 individuals. Further details ofgrants are contained in the |
|
| Financial Statements for year ended 31 December 2020. |
| Briefstatement ofthe charity's policy on reserves |
The Trustees seek to expend the majority ofthe income received in any one year. Also, they wish to be able to make, at short notice, a grant of up to f10,000. To support such a policy the trustees attempt to maintain a working balance between 8.10,000 and f20,000. |
The Trustees seek to expend the majority ofthe income received in any one year. Also, they wish to be able to make, at short notice, a grant of up to f10,000. To support such a policy the trustees attempt to maintain a working balance between 8.10,000 and f20,000. |
The Trustees seek to expend the majority ofthe income received in any one year. Also, they wish to be able to make, at short notice, a grant of up to f10,000. To support such a policy the trustees attempt to maintain a working balance between 8.10,000 and f20,000. |
The Trustees seek to expend the majority ofthe income received in any one year. Also, they wish to be able to make, at short notice, a grant of up to f10,000. To support such a policy the trustees attempt to maintain a working balance between 8.10,000 and f20,000. |
The Trustees seek to expend the majority ofthe income received in any one year. Also, they wish to be able to make, at short notice, a grant of up to f10,000. To support such a policy the trustees attempt to maintain a working balance between 8.10,000 and f20,000. |
The Trustees seek to expend the majority ofthe income received in any one year. Also, they wish to be able to make, at short notice, a grant of up to f10,000. To support such a policy the trustees attempt to maintain a working balance between 8.10,000 and f20,000. |
The Trustees seek to expend the majority ofthe income received in any one year. Also, they wish to be able to make, at short notice, a grant of up to f10,000. To support such a policy the trustees attempt to maintain a working balance between 8.10,000 and f20,000. |
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| Details ofany funds materially | |||||||
| in deficit | |||||||
| Further financial review details |
(Optional | information) | |||||
| You may choose to include additional information, where |
The value ofthe charity's 2020. |
investments were E715,075 at 31 |
December | ||||
| relevant about: ~ the charity's principal sources offunds (including |
In 2020 the income from than forecast at the start |
the investments was 626,115,which was lower ofthe year due to the impact ofCovid 19. |
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| any fundraising); | |||||||
| ~ how expenditure has |
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| supported the key objectives |
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| ofthe charity; | |||||||
| ~ investment policy and |
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| objectives including any |
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| ethical investment policy |
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| adopted. |
| Unrestricted | Endowment | Total | Total | |||||
|---|---|---|---|---|---|---|---|---|
| Notes | Fund | Fund | 2020 | 2019 | ||||
| E | E | R | F. | |||||
| Receipts | ||||||||
| Donations | 5,000 | 5,000 | ||||||
| Investment | income | 26,115 | 26,115 | 29,773 | ||||
| Total receipts | 31,115 | 31,115 | 29,773 | |||||
| Payments | ||||||||
| Grants to organisations | and individuals | 33,993 | 33,993 | 20,503 | ||||
| Administration | costs | 561 | 561 | 816 | ||||
| Independent | Examiner's | fee | 400 | 400 | 400 | |||
| Total payments | 34,954 | 34934 | 21719 | |||||
| Cash funds | Net ofreceiptsl(payments) at31stDecember 2019 |
(3,839) ~134 |
(3,839) ~14 3 |
8,054 5349 |
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| Cash funds at31stDecember 2020 | 9,564 | 9,664 | 13,403 |