I CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees. Annual Report for the period From 01414-2023 Period start dats To 314)3-2024 Period end dato Charity name: FRIENDS OF SWALLOWCLIFFE PARISH CHURCH Charlty registration number: 273638 Objectives and Activities SORP r•feren P•r¥ 1.17 Summary of the purposes of the charity as set out in its governing document Preservation, repair, resloralion and maintenance of the fabn¢ and grounds of Swallowcliffe Parish Church and the major fittings, furniture and ornaments of the Church and to foster interest in the feservation of the Church. The Chariiy granted a total of £2286.63 to to Swallowcliffe PCC for help maintain the fabn¢ and grounds of St Peter's Church. Summary of the main activities in relation lo those purposes for the public benefrt, in particular, the activities. projects or services identified in the accounts. P•r• 1.17•r 1.19 A successful recruitment drive for addilional members of the Charity took place This has increased revenue for the charity's objectives and has also fostered increased awareness of the church, its beautiful ar¢hrteGture and attractive churchyard. St Peterfs is well loved in this small village; by all faiths and those of no particular faith. Noted that the PCC said ' Church continues to attract many visitors. especially from overseas. Yes, the trustees have had regard lo the guidance issued by the Charrty Commission on public benefit. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit P•rn1.1e (This guidance can be viewed at htt s Ilww ov.ukl uidancel ublic-benefit- rules-for-charilies as well as olher Additional Infomiation loptlonal) You ma choose to include further statements where relevant about" SORP Tefeien Policy on grant making Parn 1.38
Policy on social investment including program related investment Para 1.38 p1.28 Contribution made by volunteers Other Achievements and Performance SORP r•lerenL The Charity granted a total of £2286.63 to to Swallow¢liffe PCC for help maintain the fabrbc and grounds of St Peter's Church. Summary oflhe main achievements of Ihe charity, identifying the difference Ihe charity's work has made to the circumstances of rts beneficiaries and any wider benefits to soaety a8 a whole. Para 1.20 The PCC in April this year reported as follows.. 'Fabric.' The church remains in good order and the Quinquennial Review undertaken by our ecclesiastical Archited reported that the church had been maintained well. We ¢ontinue to be generously supported by the Friends of St Peter's Church." St Peter's is open to everyone every day of the week and is much appreciated for it, beauty, calm and Y11-ordered atmosphere. Addltlonal Informatlon (optlonal) You ma choose to include fijrther statements where relevant about.. Achievements against objectives set Parq 1.41 Perfomance of fundraising activities against objectives set Por• 1.41 Investment performan ainst ob'ectives Par• 1.41
Other
Financial Review Review of the charity's financial position at the end of the peri¢xl Parn 1.21 Total assets on the financial year ending 31 $1 March 2024 were £292,052. This was an increase from the previous year*nd's £238,296. The increase was largely due to improved investment perfornan, but was nicely aided by an increase in donations l and uests. The charity does not have a poli¢y about holding reserves. The intention is to always have reserves thal enablè the ongoing purposes of the charity, however the charity does not have any financial obligations for future ears. Total assets on the financial year ending 31st March 2024 were £292,052. which included cash of £15,386. The charity does not have a policy about holding reserves. The intention is to always have reseNes that enable the ongoing purposes of the charity, however the charity does not have any financial obligations for future ears. Not applicable. Statement explaining the poli¢y for holding reserves stating why they are held P8ro 1.22 Amount of reserves held Par• 1.22 Reasons for holding zero reseNes Parn 1.22 Details of lund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern P•rg 1 24 P•r• 1 23 Not applicable. Addltlonal Infom)atlon (optlonal) You ma choose to include further statements where relevant aboLSt'. The charily's principal SoUrS of funds (including any fundraising) P•r• 147 Investment policy and objectives induding any social investment policy adopted P•r• 1.46 A description of the prinopal nsks facing the charity Para 1.46 Other
Structure, Governance and Management D8SCriPtion of charity's trusts.. Type of governing doGument Para 1.25 Constrtution adopted 9 May 1977 and revised on 25 Jul 2016. Standard registration How is th8 charity constituted? Pora 1 25 Trustee selection methods including details of any constitutional provisions e.g. election lo post or name of any person or body entitled to appoint one or more truslees P•rn 1.25 Truste8s are appointed by other trustees, and re-confimied by vote at the AGM. At Ihe AGM any member is welcomed to put themselves forward as a trustee or officer. Addltlonal Infomiatlon {optlonall You ma choose to include further statements where relevanl about.. Policies and procedures adopted for the induction and training of trustees rn 1.51 The charity'$ organisational structure and any wider neOrk with which the Charity works P•r• 1.51 Relationship wrth any related parties rt1.51 Other Reference and Administrative detalls Charit name Other name the chari uses istered charit number Charty's principal address Friends of Swallowcliffe Parish Church nla 273638 Mill House, | Swallowclrffe. Salisbury SP3 5PN
Names of the charity trustsos who manage the charity D•tr¥ #cted rf for whol• Trusts• nam• Offlce Ilf any) Nam• of pgr•on lor bodyl errtltled Int ttse ifan Other truslees, and re- confinned at AGM. Other trustees, and re- confimied at AGM. Other trustees, and r8- ¢onfiryned at AGM. James Carl8SS Chair and Treasurer Bru Tozer Anthony Geofge Biddulph Secretary From 008/23 to 31-03- 24 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors al the date the re Dlrector nam• ortwasa roved Name of trustees holding trtle to property belonging to the charity Trust•• n•m• D•t¢• act•d If not far whol¢
Funds held as custodian trustees on behalf of others Description of the assets None 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 nla Details of arrangements for safe cust¢xly and segregation of such a&8ets from the charty's own assets nla Additional Infomiatlon loptlonal) Names and addressos of advl*•rn (Optional infomiation) Type of Name Address adviser Nam• of chlef exocutiv• or namw4 of nIOr staff members Iopllonal Infomiatlon) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional information
Declarations The trustses declare that they have approved the trustses, report abovo. Signed on bohalf of the charity's trustses Slgnature(s Full name(sl Position log Secretary, Chalr, etc) Date
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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Fnends of Swallow¢lrffe Parish Church On account8 for the year ended 31st March 2024 Charity no (If any) XN44950 Set out on pages I report to the trustees on my examination of the accounts of the above charity {"the Trust") for the year ended R•8ponslbllltles and As the charity trustees of the Trust, you are responsibl8 for th8 preparation bas18 of report of the accounts in accordance with Ihe requirements of the Charities Act 2011 {'the Ad"). I report in respect of my examination of th8 Trust's accounts Carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)Ibl of the A¢t. I have completed my examination. I confimi that no material matters have com8 to my attention in connection with the examination which gives me cause to believe that in, any material resp8Ct.' accounting records were not kept in accordance with section 130 of the Acl or the accounts do not accord with the accounting records Ind•pondent oxamlner's statement I have no concerns and have come across no other matter$ in connection with the examination lo which attenlion should be drawn in order to enable proper understanding of the accounts to be reached. ' Ple8se delete Ihe words in the brackets if they do not apply. Slgned: Date: 3ol4v12 Name: Debbie Cruxton Rolovant profemlonal quallflcatlon($l or body (if anyl: Addrnss: 7 The Mallards Tisbury SP3 6SD IER October 2018
Section B Disclosure Only complete if the examiner needs lo highlight matters of concern (see CC32, Independent examination of charrty accounts.. directions and guidan¢e for examiners). Give here brief details of any Items that the examiner wishes to dl8¢1ose. IER October 2018