##
##
##
##
##
|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||
##
##