## **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
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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** - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). 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: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records 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. * _Please delete the words in the brackets if they do not apply._ **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**