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 chIld￿n
about to enter Se￿[m￿ary 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 re￿vant 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¢umStsn￿S 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 re￿vant 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 fvrttr￿r 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
p￿1.51
The charity's organisational
structure and any WKler
ne￿Ork 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 MoM￿r8 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

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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 ac￿Unts do not accord with the accounting records
Inde￿ndant
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