| Objecti | v | es and | Activ | iti | es | |
|---|---|---|---|---|---|---|
| SORP reference | ||||||
| Summary | ofthe purposes | of | A.PAYMENTS FORTHE BENEFITOF | |||
| the charity as set out | in its | POOR PERSONS. | ||||
| governing | document | B.SPECIAL BENEFITS (NOT NORMALLY | ||||
| PROVIDED BETHE LEA FORTHE | ||||||
| SUTTON ST.JAMES C.P.SCHOOL, AND | ||||||
| INSTITUTIONS OF FURTHER AND | ||||||
| HIGHER EDUCATION. | ||||||
| C. FINANCIAL ASSISTANCE UPON | ||||||
| ENTERING ATRADE, PROFESSION OR | ||||||
| CALLING; PROMOTING EDUCATION |
||||||
| (INCLUDING SOCIAL AND PHYSICAL | ||||||
| TRAINING). (THE BENEFICIARIES | ||||||
| UNDER C.ARE PERSONS UNDER 25 | ||||||
| RESIDENT IN THE PARISH OF SUTTON | ||||||
| ST.JAMES AND THE | ||||||
| NEIGHBOURHOOD . |
||||||
| Summary activities |
ofthe main in relation to those |
Para 1.17and 1.19 |
Providing grants to families ofchildren about to enter secondary education; |
|||
| purposes | for the public | providing grants to young people involved |
||||
| benefit, | in particular, | the | in education or training beyond secondary |
|||
| activities, | projects or | school, up to age 25years. | ||||
| services | identified in |
the | Providing low cost accommodation in two |
|||
| accounts. | cotta es. | |||||
| Statement | confirming | Para 1.18 | The trustees continue to ensure that the | |||
| whether | the trustees | have | charity provides a public benefit | |||
| had regard to the guidance | ||||||
| issued by | the Charity | |||||
| Commission on public |
||||||
| benefit |
| ou ma | c | hoose | to include | further statements | where relevant about: | |
|---|---|---|---|---|---|---|
| SORP reference | ||||||
| For children moving to secondary |
school, | |||||
| Para 1.38 | the family must have resided in the parish |
|||||
| Policy | on | grant | making | ofSutton StJames for at least one year to | ||
| be eligible for a grant. | ||||||
| Three years residency is required |
for post | |||||
| seconda a e oun people. |
| Policy on | social investment | social investment | social investment | Para 1.38 |
|---|---|---|---|---|
| including | program | related | ||
| investment | ||||
| Para 1.38 | ||||
| Contribution | made | by | ||
| volunteers | ||||
| Other |
| chievements and Per |
formance | |
|---|---|---|
| SORP reference | ||
| Eight grants to families of children about to |
||
| move to secondary school; nine grants to |
||
| students studying at post 16;seven grants |
||
| Summary ofthe main achievements ofthe charity, |
Para 1.20 | to young people studying at university. |
| identifying the difference the |
The Charity supported an Educational Trip |
|
| charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
for the Sutton StJames Primary School pupils and Sponsored Training and Equipment for the voluntary First Aiders that cover the Sutton StJames Parish. |
| Achievements against |
Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising activities against objectives |
Para 1.41 |
| set | |
| Investment performance |
Para 1.41 |
| against objectives | |
| Other |
| Financ | ial Review |
ial Review |
||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Review | ofthe chanty's | Para 1.21 | Healthy | balance | in | current account | ||||
| financial | position at | the end | ||||||||
| ofthe | eriod | |||||||||
| Statement explaining |
the | Para 1.22 | Maintaining | a reserve greater than | ||||||
| policy for holding reserves | expected | outgoing | grants allows | for | ||||||
| stating | why they are held | maintenance | work | on properties | and | |||||
| positive | responses | to applications | for | |||||||
| financial | support | from within the | arish | |||||||
| Amount | of reserves | held | Para 1.22 | f73000 | ||||||
| Reasons for holding | zero | Para 1.22 | nla | |||||||
| reserves | ||||||||||
| Details | offund materially | in | Para 1.24 | n/a | ||||||
| deficit | ||||||||||
| Explanation ofany |
Para 1.23 | None | ||||||||
| uncertainties about the |
||||||||||
| charity | continuing as a going |
|||||||||
| concern |
| ou ma choose to include fur |
ther statement | s where relevant about |
|
|---|---|---|---|
| Rent from properties | and land; interest | ||
| on investments | |||
| The charity's principal sources offunds (including |
Para 1.47 | ||
| any fundraising) | |||
| Investment policy and objectives including any |
Para 1.46 | ||
| social investment policy |
|||
| adopted | |||
| A description ofthe principal |
Para 1.46 | ||
| risks facing the charity | |||
| Other |
| Description ofcharity's |
|||
|---|---|---|---|
| trusts: | |||
| Type of governing document |
Para 1.25 | Don't know | |
| How is the charity | Para 1.25 | Other | |
| constituted? | |||
| Trustee selection methods | Para 1.25 | On a vacancy occurring for a Trustee tojoin | |
| including details ofany |
the committee, nominations would be sort |
||
| constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more |
for suitable the parish candidate |
applicants who "must reside in " and the most suitable would be co opted on to the |
|
| trustees | committee | by a majority vote . |
| Policies and adopted for |
procedures the induction |
procedures the induction |
Para 1.51 |
|---|---|---|---|
| and training | oftrustees | ||
| The charity's structure and |
organisational any wider |
Para 1.51 | |
| network with |
which the | ||
| charity works | |||
| Relationship | with any related | Para 1.51 | |
| parties | |||
| Other |
| Charity name | ~ a I |
a | ~ ~ 0~ |
~ ~ |
~ | ~ | |
|---|---|---|---|---|---|---|---|
| Other name the charit uses |
Sutton StJames | United Charities | |||||
| Re istered charit | number | 527757 | |||||
| Charity's principal |
address | 59 New Road | Sutton Bridge PE12 | 9RQ |
| mes | ofthe chari | ofthe chari | ty trus | tees who manage | the charity | ||
|---|---|---|---|---|---|---|---|
| Trustee name | Office (ifany) | Dates acted ifnot for whole year |
Name ofperson (or body) entitled to appoint trustee ifan ) |
||||
| 1 | Brian Sadd | Chair | |||||
| 2 | Christopher | Gaff | |||||
| 3 | Philip Newton | ||||||
| 4 | Elaine Harrison | ||||||
| 5 | Alison Campling | ||||||
| 6 | Matthew | Ellis | |||||
| 7 | Jill Dempster | ||||||
| 8 | |||||||
| 9 | |||||||
| 10 | |||||||
| 11 | |||||||
| 12 | |||||||
| 13 | |||||||
| 14 | |||||||
| 15 | |||||||
| 16 | |||||||
| 17 | |||||||
| 18 | |||||||
| 19 | |||||||
| 20 |
| Funds held as custodian | Funds held as custodian | trustees on behalf ofothers |
|---|---|---|
| Description ofthe assets |
none | |
| held in this capacity | ||
| Name and objects ofthe | n/a | |
| charity on whose behalf | the | |
| assets are held and how | this | |
| falls within the custodian | ||
| charity's objects | ||
| Details ofarrangements | for | n/a |
| safe custody and | ||
| segregation ofsuch assets |
||
| from the charity's own |
||
| assets |
| SUTTON STJAMES UNITED CHARITIES | SUTTON STJAMES UNITED CHARITIES | SUTTON STJAMES UNITED CHARITIES | SUTTON STJAMES UNITED CHARITIES | ||||||
|---|---|---|---|---|---|---|---|---|---|
| STATEMENT OF | ACCOUNTS FOR THE YEAR ENDED 31ST | MARCH 2023 | |||||||
| INCOME | 2022 | 2023 | |||||||
| COIF DEP. Interest | R6.5& | R273.88 | |||||||
| Charibond Dividends |
6945.60 | 51,066.31 | |||||||
| Lines Comm Fund | R9,324.00 | R11,190.00 | |||||||
| Village Hall Rent | E168.00 | 2218.00 | |||||||
| Land Rents | R500.00 | Piccaver | 8600.00 | ||||||
| E50.00 | Sadd | R50.00 | |||||||
| 2330.00 | Arteman | 2330.00 | |||||||
| Rt,328.00 | Walsham | R1,328.00 | |||||||
| EIOO.OO | Wright | 8100.00 | |||||||
| 2125.00 | P Richardson | R125.00 | |||||||
| E50.00 | F Campling | 250.00 | |||||||
| Rt,310.00 | Mrs Charlton | 81,310.00 | |||||||
| E50.00 | SSJames PC | R51.00 | |||||||
| 64,028.00 | R3.944.00 | ||||||||
| Rent No 51 | 4,300.00 | F4,920.00 | |||||||
| Rent No49 | 2,580.00 | R5,760.00 | |||||||
| Blanks Charity | R | 400.00 | 8200.00 | ||||||
| Wayleaves E-On |
R | 43922 | 2440.98 | ||||||
| E | 7,719.22 | R | 11,320.98 | ||||||
| R22,191.40 | R28.013.17 | ||||||||
| EXPENSES | |||||||||
| Misc | R | 1,711.98 | R | 705.0D | |||||
| Gala Fund | R | R | |||||||
| Cottage Insurance | R | 326.64 | R | 357.02 | |||||
| Cottage Repairs | R | 7,456.13 | R | 1,829.83 | |||||
| Clerk Salary | 1,?OD.OO | R | 1,700.00 | ||||||
| Postage &Stationery | R | 18.33 | R | 6.60 | |||||
| Meeting Room rent | R | 27.00 | so.ao | ||||||
| General Grants | |||||||||
| Eleven+ Grants | 2,250.00 | R | 1,200.00 | ||||||
| University Grants |
R | 5,250.00 | R | 5,250.00 | |||||
| "A"Level Grants | R | 1,400.00 | R | 2,250.00 | |||||
| Longstaff re Leases | R | 444.00 | |||||||
| Bad debt | 4,700.00 | ||||||||
| Pil Maintenance | |||||||||
| R24.840.08 | E13,772.45 | ||||||||
| SURPLVSIDEFICI7 | |||||||||
| CAPITAL ACCOUNTS | AS AT | ||||||||
| 31STMARCH | 2022 | 2023 | |||||||
| Gala Fund | R | R | |||||||
| Uoyds Bank | R | 65,084.55 | R | 68,659.29 | |||||
| My Deposits no 49 | R | 500.00 | R | 500.00 | |||||
| COIF Account | R | 15,441.47 | R | 15,448.05 | |||||
| O'Bond 40237.958units | 249,701.93 | R47,492.86 | |||||||
| Charibond interestrloss |
~,209.07 | 43,412.18 | |||||||
| Lines Comm Fund | 8202,500.00 | E202,500.00 | |||||||
| Money owed - cottages | |||||||||
| balance stated in accounts | R6,230.00 | Ra.oo | |||||||
| balance bmught | forward | for cottages | reported | as cleamd funds | |||||
| Surplus/deficit in |
Year | ~4:2648.68 | 2~1240.72 | ||||||
| BAIANCE | ~3660020 | 31.03.23 | ~4L428~? | ||||||
| SCHEDULE OF | ASSETS | ||||||||
| As at 31.03.23 | |||||||||
| COIF Account | R15,448.05 | R15,721.93 | |||||||
| MY DEPOSITS Roberts | Ro.ao | RO.OO | |||||||
| Lloyds Bank | 868,659.29 | 682,216.13 | |||||||
| Charibond Units |
R47,492.86 | Z44,080.68 | |||||||
| MY DEPOSITS Nash | 2500.00 | 8500.00 | |||||||
| Land | |||||||||
| Cottages | Ra.aa | 6410.00 | |||||||
| cheques not cleared |
Ro.ao | RO.OO | |||||||
| Lines Community BALANCE |
Fund | 2~202500.00 ~00 |
31.03.23 | 8202500.00 ~58.? |
|||||
| EO.OO | |||||||||
| JYork ... | BIiii Sadd | ||||||||
| Clerk | Chairman | dated...... |
| STATEMENT OF ACCOUNTS | FOR THE YE | AR ENDED 3 | 1ST | MARCH 2023 | ||||
|---|---|---|---|---|---|---|---|---|
| INCOME | 2022 | 2023 | ||||||
| COIF DEP. Interest | F6.58 | f145.51 | ||||||
| Charibond Dividends |
F945.60 | R1,066.31 | ||||||
| Lines Comm Fund | F9,324.00 | E11,190.00 | ||||||
| Village Hall Rent | F168.00 | 8218.00 | ||||||
| Land Rents | F600.00 Piccaver | R600.00 | ||||||
| F50.00 Sadd | 850.00 | |||||||
| F330.00 Arteman | F330.00 | |||||||
| F1,328.00 Walsham | K1,328.00 | |||||||
| F100.00 Wright | f100.00 | |||||||
| F125.00 P Richardson | f,125.00 | |||||||
| F50.00 FCampling | 850.00 | |||||||
| F1,310.QO Nlrs Charlton | R1,310.00 | |||||||
| F50.00 SSJames PC | 651.00 | |||||||
| K4,028.00 | f.3,944.00 | |||||||
| Rent No 51 | 4,3QO.OO | R4,920.00 | ||||||
| Rent No 49 | 2,580.00 | R5,760.00 | ||||||
| Blanks Charity | F | 400.00 | 8200.00 | |||||
| Wayleaves E-On |
F | 439.22 | f440.98 | |||||
| F | 7,719.22 | F | 11,320.98 | |||||
| F22,191.40 | f27,884.80 | |||||||
| EXPENSES | ||||||||
| Misc | 1,711.98 | 705.00 | ||||||
| Gala Fund | ||||||||
| Cottage Insurance | 326.64 | 357.02 | ||||||
| Cottage Repairs | E | 7,456.13 | 1,829.83 | |||||
| Clerk Salary | 1,700.00 | 1,700.00 | ||||||
| Postage 8 Stationery | 18.33 | 6.60 | ||||||
| Meeting Room rent |
27.00 | 30.00 | ||||||
| General Grants | ||||||||
| Eleven + Grants | 2,250.00 | 1,200.00 | ||||||
| University Grants |
E | 5,250.00 | 5,250.00 | |||||
| "A"Level Grants | 1,400.00 | 'Z | 2,250.00 | |||||
| Longstaff re Leases | F | 444.00 | ||||||
| Bad debt | 4,700.00 | f. | ||||||
| Pit Maintenance | 624,840.08 | R1377245, | . | |||||
| SURPLUS/DEFICIT | ~141~2. 5 |
| Gala Fund | ||||
|---|---|---|---|---|
| Lloyds Bank K |
65,084.55 | 68,659.29 | ||
| F My Deposits no 49 COIF Account |
500.00 15,441.47 |
500.00 15,448.05 |
||
| C'Bond 40237.958 units Charibond interest/loss |
849,?01.93 -E2,209.07 |
847,492.86 &3,412.18 |
||
| Lines Comm Fund | 8202,500.00 | K202,500.00 | ||
| Money owed - cottages | ||||
| balance stated in accounts |
R6,230.00 | KO.OO | ||
| balance brought forward for cottages reported as cleared funds |
||||
| Surplus/deficit in Year BALANCE |
Z2 648.68 | 31.03.23 | 614112.35 ~6 |
|
| SCHEDULE OFASSETS | ||||
| As | at31.03.22 | As at 31.03.23 | ||
| COIF Account | f15,448,05 | f15,593.56 | ||
| MY DEPOSITS Roberts | KO.OO | KO.OO | ||
| Lloyds Bank Charibond Units MY DEPOSITS Nash |
868,659.29 E47,492.86 R500.00 |
f.82,216.13 644,080.68 f500.00 |
||
| Land | ||||
| Cottages | KO.OO | K410.00 | ||
| cheques not cleared |
RO.OO | RO.OO | ||
| Lines Community Fund |
8202 500.00 | 6202500.00 | ||
| BALANCE | ||||
| K0.00 | ||||
| JYork L |
B M Sadd | |||
| Clerk ( |
Chairman | dated |