CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1" April 2023 Period start date To 31 March 2024 Period end date Charity name: Sutton St James United Charltles Charlty reglstratlon number. 527757 Objectives and Activities Summary of the purposes of the charity as set out in its goveming document Para 1.17 A.PAYMENTS FOR THE BENEFITOF POOR PERSONS. . SPECIAL BENEFITS (NOT NORMALLY PROVIDED BE THE LEA FOR THE SUThON ST. JAMES C.P. SCHOOL, AND SNSTITUTIONS OF FURTHERAND HIGHER EDUCATION. C. FINANCIALASSISTANCE UPON ENTERINGA TFiADE, PROFESSION OR CALLING.. PROMOTING EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) HE BENEFICIARIES UNDER C. ARE PERSONS UNDER 25 RESIDENT IN THE PARISH OF SUThON ST. JAMES AND THE NEIGHBOURHOOD . Providing grants to families of chIldn about to enter Se[mary education,. provKling grants to young people involved in education or training beyond s803ndary school. up to age 25 years. Providing kr cost accommodation in two cotta es. The trustees continue to ensure that the anty provides a public benefit Summary of the main activities in relation to those purposes for the public benefrt, in particular, the a¢tivtties, project3 or seryices identified in the accounts. Statement confirming whether the trustees have had regard to the guhjance issued by the Charity Commission on wblic benefit 1.179TrJ 1.tg Pgra 1.18 Additlonal Inforniatlon (optional) You ma choose to indude fvrther statements revant atK>Ut". SORP reknrte For chitdren moving to secondary school. the family must have reshjed in the parish of Sutton St James for at least one year to be eligible for a grant. Three years residency is required for post seconda oun P•a 1.38 Policy on grant making
Policy on social investrnent induding program related investrnent Paa 1.38 1.38 Contribution made by volunteers Other Achievements and Performance SORP r•f•rnrK• EKJht grants to families of children about to move to secondary school,. nine grants to students studying at post 16., seven grants to young people studying at university. Summary ofthe main achievements of the chanty. identifying thé difference the charity's work has made to the Gir¢umStsnS of its beneficiaries and any wider benèfits to society as a whole. P4r• 1.20 The Charity supported an Educational Trip for the Sutton St James Primary School pupils and Sponsored Training and Equipment for the voluntary First Aiders that cover the Sutton St James Parish. Addftlonal Informatlon (optlonal) You ma choose to include further ststements vthere revant about.. Achievements against objec*ives set Pw• 1.41 Perfomiance of fundraisirYJ activities against objedives set Parn 1.41 Investrnent perfoman against objectives Pwa 1.41
Financial Review Review of the charty's financial position at end of the nod Statement explainiTrJ the poli for holding reserves stating why they are held Para 1.21 Healthy balan in currerrt account Parn 1.22 Maintaining a reserve greater than expected outgoing grants allows for maintenance work on properties and positive responses to applications for finanaal su ort from wtthin the arish £32689 nla Amount of reseNes held Reasons for hokjing zero reserves Details of fund matenally in deficit Explanation of any uncertainties about the chanty continuing as a going ¢oncem Para 1.22 Para 1.22 Para 1.24 P•r• 1.23 None Additional infomiation (optional) You ma choose to include fvrttrr statements where relevant about.. Rent from properties and land: Intsrest on Investments The charity's prin¢ipal sources of furKls (indudiThJ any fundraising) Parn 1.47 Investment policy and objectives including any social investment policy adopted 1.46 A description of the prinapal risks facing the ¢hanty Parn 1.46 Other
Structure, Governance and Management DesGription of charity's trusts.. Type of goveming document Pwa 1.25 Dony know How is the tharity constrtuted? Para 1.25 Other rated Twstee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entrtled to appoint one or more trustees P*a 1.25 On a vacancy occurring for a Trustee to join the committee, nominations would be sort for suitable applicants who °must reside in the parish . and the most suitable candidate would be co opted on to the committee by a majority vote . Addltlonal informat5on (optlonal) You ma choose to include further statements where rekgvant aboLrt". Policies and procedures adopted for the indudion and training of trustees p1.51 The charity's organisational structure and any WKler neOrk wth Trknich the charity works Porn 1.51 Relationship V•ith any related parties Parn 1.51 Other Reference and Administrative details Charity name THE SUTTON ST JAMES, FOUNDATION FOR EDUCATION AND THE POOR other name the cha uses istered cha number Charity's principal address Sutton St James United Charities 527757 59 New Road Sutton Bridge PE12 9RQ
Names of the charlty tru$tee$ who manage the charity Datss a¢t¢d rf notfor T*hole Tru8ta• nam• Offic• Ilf any) Name of r$On (or body) entltl•d Brian Sadd Christopher Gaff Philip Newton Elaine Harrison Chair Alison Campling Matthew Ellis Jill Dempsler 10 12 13 14 15 17 18 19 20 orate trustees- names of the directors at the date the Dlr•ctor nam• rtwasa roved Name of tru8tee3 hoklirKJ tiue to property belonging to the tharity Trn¥ts• n•ne Dats• •¢t•d If notfoi wholo
Funds held as custodian trustees on behalf of others Description of the assets none held in this capacty Name and objects of the charity on whose behalf the assets are held and how this falls within the Gustodian charity's objects nla Details of arrangements for safe Custody and segregation of such assets from the charity's own assets nla Addltlonal inforniation loptional) Namos and addresses of advisers Ioptlonal Infomvdtlon) Type of Name Address advlser Name of chlef executiv• or names of sonior Staff MoMr8 Ioptlonal Inforniatlon) Exemptions from disclosure Reason for non4isclosure of k8 rsonnel detaiL8 Other o ional inforniation
Declarations Tha trusteas declare that they have approved trusteos, report above. Signed on behalf of the charity's truste Signatsre($) Full name($) Posltlon (eg Secretaryi Chair. etc) Ljnhj mic&4£ w Oo t( A LYI ELLI (LE- kAJ IIPIK Date
XFfs £lrnJl UwCgrfflF £ir¢Jw £IWA riiLTANtrOI t Il*JJ• 1.17t•b ¢W¥¥vry 1 1.rn1• 4 ijtyx I •UlllJ c401¥7 47M bs
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to Ihe tru8tee81 members of Sutton St James United Charities On accounts for the year ended 31rJr2024 Charity no (If any) 527757 Set out on pa I report to the trustees <)n my examination of the accounts of the above charity Cthe TNsf) for year ended Ro8pon$lbllltles and A8 the tharity trustees of the Trust. you are responsible for the preparation basis of report of the accx)unts in accordance wth the requirements of the Charities Act 2011 fthe A{). I reFQrt in resped of my examination of the TnJst'8 accL*unts carried out under sedion 145 of the 2011 Ad and in carying out my examination, I have followed the applicab Directions given by the Charity Commission under secti<)n 145(5)(b) of the ACL I have ¢¢)mpleted my examination. I confimi that no material matters have come to my attention (other than that disclosed below ") in connedion with the examination which gives me cau8e to believe that in, any material resped: accounting records were not kept in accordance with section 130 of the Act or the acUnts do not accord with the accounting records Indendant examinefs statement I have no concems arKI have come across no other matters in connection with Ihe examinalwjn to which attention should be drawn in order to enable a proper understanding of the accounts to be reathed. . Please delete the words in the brackets rf they do not apply. Sign¢d: Dat•: oz Name: Janet York Relevant profosslonal qualification{s) or body (If any): 59 New Road Sutton Bndge PE12 9rq Address: IER October 2018