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2025-03-31-accounts

Trustees’ Annual Report for the period

From 1[st] April 2024 Period start date To 31[st] March 2025 Period end date

Charity name: Sutton St James United Charities

Charity registration number: 527757

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 A.PAYMENTS FOR THE BENEFIT OF
POOR PERSONS.
B. SPECIAL BENEFITS (NOT NORMALLY
PROVIDED BE THE LEA FOR THE
SUTTON ST. JAMES C.P. SCHOOL, AND
INSTITUTIONS OF FURTHER AND
HIGHER EDUCATION.
C. FINANCIAL ASSISTANCE UPON
ENTERING A TRADE, 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 of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 Providing grants to families of children
about to enter secondary education;
providing grants to young people involved
in education or training beyond secondary
school, up to age 25 years.
Providing low cost accommodation in two
cottages.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The trustees continue to ensure that the
charity provides a public benefit

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 For children moving to secondary school,
the family must have resided 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
secondary age young people.

Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 Five grants to families of children about to
move to secondary school; six grants to
students studying at post 16; elen grants to
young people studying at university.
The Charity supported an Educational Trip
for the Sutton St James Primary School
pupils, donated the annual rent for the
playgroup, made a donation to the
Brownies, church and choir

Additional information (optional) You may choose to include further statements where relevant about:
Achievements against
objectives set		 Para 1.41
Performance of fundraising
activities against objectives
set		 Para 1.41
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 Healthy balance in current account
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Maintaining a reserve greater than
expected outgoing grants allows for
maintenance work on properties and
positive responses to applications for
financial support from within the parish
Amount of reserves held Para 1.22 £26825
Reasons for holding zero
reserves		 Para 1.22 n/a
Details of fund materially in
deficit		 Para 1.24 n/a
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 None

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 Rent from properties and land; interest
on investments
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Don’t know
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Other
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 On a vacancy occurring for a Trustee to join
the committee, nominations would be
sought for suitable applicants who
“must reside in the parish “ and the most
suitable candidate would be co opted on to
the committee bya majorityvote .

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name THE SUTTON ST JAMES' FOUNDATION FOR
EDUCATION AND THE POOR
Other name the charity uses Sutton St James United Charities
Registered charity number 527757
Charity’s principal address 59 New Road Sutton Bridge PE12 9RQ

Names of the charity trustees who manage the charity

1
2
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5
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8
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10
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13
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19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (if any)
Brian Sadd Chair
Christopher Gaff
PhilipNewton
Elaine Harrison
Alison Campling
Matthew Ellis
Jill Dempster

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets none held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Matthew Ellis Brian Sadd

Deputy Chair		 Chair
30/07/2025
30/07/2025

SUTTON ST JAMES UNITED cHAR￿lEs STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2¢Y25 INC COIF DEP. Interesl 2024 £764 30 202S £816.72 £980.00 £2,092.36 £7,460.00 Charibond Oivithnds ncs Comm Fund £1,6Tr3 52 £7.w rj) Village Hall Renl Land Rents £168 £168.00 eo) W Plccaver £50 ¢X) S•dd £330 (M) Art•m•n £1,328.CQ Walsh•m £1C(J.C(I Wrfght £600.00 £50.00 £330.00 £1.328.00 £11NJ.00 £125.CQ P Rlchanl•on £50.CQ F Campllng £1.310 Ch•rfton £51 PC £12fj.00 £50.00 £1.310.00 £50.00 £&944.00 £&943.00 Rent No 51 5.1e4). £3.551.00 Rent No 49 Blanks Charity Wayl8av88 E-on 5.7eiJ.cii £5,760.00 £250.00 £ 11,5￿.98 £ 10.1x19.34 £26,5(￿.81) £26 469A2 Mi8C Cottage InsurarKe Cottage Repal Clerk Salary Postage & Ststionery Meth"ng Room rent Gener81 Grants Elev￿ + Grants UnNwsity Gonts "A" Lgvel Gfants Longstaff re Lea8e8 dgbt Pit Ma'nt8nanc• 1,175.IXI 356A1 437.76 1.700.00 19.87 1,740.00 349.28 9.381.08 1,700.00 20AO 15.00 soo.00 1.000.00 7,700.00 1.SOO.00 6,143.1)0 1.1100.1)O 6.300.iNJ 1500.00 1.231.20 £14 750.64 £29,106.56 SURPLUSIOEFICIT

CAPITAL ACC 31ST ￿RCH AT Uoyds Bank Re1th¥￿d bank Unty Trust bank My Deptsslts no 49 COIF Account C'Bond 40237.958 units Cha￿bO￿l int8T8Stlbss Linc8 Comm Fund Money owed- cotta balance stated in accounts b81anc• trfoughl foTh¥artl for r•$ rep( £ 8121&13 £ 32.688.99 £ 40,000. £ 20.000.00 500.00 £ 16,486.23 £44,438AO 1,082AO £202,$1)0.00 51.00 £ 15.721.93 £44.080.68 £358.12 u01s￿.00 £410.00 Surplusldefirat in Year BALANCE 31.03.25 EOF A8 •t 31.03.26 COIF Account Lloyd8 Bank bank Unty Tnjst Bond Ch8nbond Unrt8 MY DEPOSITS Nash Land mney owedloverp#id Cottages money 0%￿dI0¥￿pa￿I thoques r￿1 d￿red £16,486.23 £32,688.99 FA0,￿0. £20.000. £44N38.80 £500.00 S1.IXI £17,302.96 É26,82S.13 £40,000. £20.980.00 £43,356.40 £soo.00 51.LY) £410.00 Llncs Communty Fund BALANCE 31.03.2S £0. £0.00 J York...... Ckwk BMS

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name Sutton St James United Charities members of

On accounts for the year March 31[st] 2025 ended Set out on pages 1 to 7

Charity no 527757 (if any) (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/07/2025

I report in respect of my examination of the 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)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Date: 30/07/2025

Signed: Name: Janet York Relevant professional qualification(s) or body (if any): Address: 59 New Road Sutton Bridge

1

October 2018

IER

PE12 9RQ

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

2

October 2018

IER