## **Trustees' Annual Report for the period** **From** Period start date Period end date Day Month Year Day Month Year 1 July 2020 **To** 30 June 2021 ## Section A Reference and administration details **Charity name Other names charity is known by Registered charity number (if any)** 700588 Bishop’s Development Fund **Charity's principal address** Bishop’s Area Office Thornes Park Campus, Thornes Park Wakefield **Postcode WF2 8QZ** **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||AnthonyRobinson|Chair||| ||Peter Townley|||| ||Anne Dawtry|||| ||Angela Byram|||| ||Alison Dean|Treasurer||| ||Liz Morton|||| ||Brian Pearson|||| ||Nicholas Baines|||| ||Matthew Ambler|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Trust Deed dated 12 August 1988 (as amended on 11 November 2019 by Type of governing document supplemental deed) (eg. trust deed, constitution) Trust How the charity is constituted - (eg. trust, association, company) The Trust has 4 ex-officio Trustees (Bishop of Leeds, Archdeacons of Trustee selection methods Halifax and Pontefract, Chair of the House of Laity), 2 nominated Trustees (eg. appointed by, elected by) and 4 co-opted Trustees. ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** The objectives of the Trust are: a) to promote any charitable purposes within the area of the former diocese of Wakefield, which are in need of spiritual or material **Summary of the objects of the** assistance by reason of social or economic changes with a view **charity set out in its** to reinforcing the work of the Church of England among the **governing document** people of that area. b) To promote and assist the charitable work of the Church Urban Fund. March **2012** **TAR** 2 In planning the activity for the year the Trustees considered the impact on the wider community (for the public benefit) of the grants made. The key aim of the Trust remains to support locally based projects where mission not maintenance is the mainstay of church life. An additional consideration this year was the impact of the Covid-19 pandemic on the churches and community of the area. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** During the year 28 grant applications were considered and grants (either in full or in reduced amounts) were awarded to 25 of the applicants. (A decision on two of the grants was deferred until additional information was supplied). The Trustees met virtually on two occasions – using Zoom software – as required by the pandemic restrictions. The Trustees are aware of and have considered the guidance issued by the Charity Commission on public benefit. ## **Additional details of objectives and activities (Optional information)** The Trustees consider grant applications from church organisations with the purpose of supporting mission within the former diocese of Wakefield specifically encouraging: - congregational growth – projects which provide new facilities or initiatives to encourage increased attendance and support for churches; You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. - attracting young people – new initiatives to attract and retain young worshippers; - community outreach – new projects to bring wider benefits to the wider local community, helping and working with local people. - The Trustees look favourably on applications for: - Initiatives to encourage the formation of new Christian communities and groups - Projects working across parish boundaries - Environmental and green community initiatives. - Applications are not normally approved for: - Salaries of paid staff - Purchase of equipment for “normal” patterns of worship - Building work – including the repair and restoration of church buildings. Examples of projects benefiting from grants in the period are: equipment to support live streaming, asylum seekers support, children’s (messy) clubs and holiday clubs, toddler groups, school assembly support, contactless donation station, outdoor exploration trails. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** March **2012** **TAR** 4 ## **Section E Financial review** The Trustees do not have a reserves policy. Funds held by the Trust do **Brief statement of the** not have restrictions placed on them other than to be used for the **charity’s policy on reserves** purposes of the Trust. **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Peter Townley **Full name(s)** Anthony Robinson **Position (eg Secretary, Chair,** Chair Trustee **etc) Date** March **2012** **TAR** 5 **Charity Name: Bishop's Development Fund** **N 70** ## **Recei ts and a ments accou p p y** **For the period** Period start date **To from** 01/07/2020 ## **Section A Receipts and payments** **Unrestricted** **funds** ## **Restricted funds** **Endowment funds** ||**Unrestricted**
**funds**|**Restricted funds**|**Endowment**
**funds**| |---|---|---|---| |**A1 Receipts**|**to the nearest £**
**4,334**
**27,707**
**84**
**-**
**-**
**-**
**-**
**-**
**32,125**
**-**
**-**
**-**
**32,125**
**51,415**
**91**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**51,506**
**-**
**-**
**-**
**51,506**
**- 19,381**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**| |CBF PropertyFund|**4,334**||| |CBF Investment Fund|**27,707**||| |CBF Deposit Account Interest|**84**||| ||**-**||| ||**-**||| ||**-**||| ||**-**||| ||**-**||| |**_Sub total_**_(Gross income for AR)_|**32,125**||| ||||| |**A2 Asset and investment sales,**
**(see table).**|||| |
**Share sale**|**-**||| ||**-**||| |**_Sub total_**|**-**||| |**_Total receipts_**
**A3 Payments**|||| |
Grants|**51,415**||| |Bank Charges|**91**||| |Administration|**-**||| ||**-**||| ||**-**||| ||**-**||| ||**-**||| ||**-**||| ||**-**||| |**_Sub total_ **|**51,506**||| ||||| |**A4 Asset and investment**
**purchases, (see table)**|||| ||**-**||| ||**-**||| |**_Sub total_ **|**-**||| |**_Total payments_**
**_Net of receipts/(payments)_**|||| ||**- 19,381**|**-**|**-**| CCXX R1 accounts (SS) 16/03/2022 1 |**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**-**|

|**-**|

|**-**|| |---|---|---|---|---|---|---| ||**46,300**||**-**||**-**|| ||**26,919**||**-**||**-**|| ## **Section B Statement of assets and liabilities at the end of the perio** |**Categories**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
CBF Investment
CBF Property
**Details**
**_Total cash funds_**
(agree balances with receipts and payments account(s))
Virgin Money (formerly Yorks Bank)
CBF Deposit Fund
**Details**
**Details**|**Unrestricted**
**funds**
**to nearest £**| |---|---|---| |||**25,255**| |||**1,664**| |||**-**| |||**26,919**| |||OK| |||**Unrestricted**
**funds**
**to nearest £**| |||**-**| |||**-**| |||**-**| |||**-**| |||**-**| |||**-**| |||**Fund to which asset**
**belongs**| |||| |||| |||| |||| |||| |||**Fund to which asset**
**belongs**| |||| |||| |||| |||| |||| |||| |||| CCXX R2 accounts (SS) 16/03/2022 2 ||**Fund to which**| |---|---| |**Details**|**liability relates**| ## **B5 Liabilities** Signed by one or two trustees on behalf of all the trustees |Signature|Print N| |---|---| ||AnthonyR| ||Peter To| CCXX R3 accounts (SS) 16/03/2022 3 **o (if any) 00588 unts CC16a** Period end date 30/06/2021 **Total funds Last year** **to the nearest £ to the nearest £** |**4,334**||**5,323**| |---|---|---| |**27,707**||**27,207**| |**84**||**169**| |**-**||**-**| |**-**||**-**| |**-**||**-**| |**-**||**-**| |**-**||**-**| |**32,125**||**32,699**| |**-**||**40,000**| |---|---|---| |**-**||**-**| |**-**||**40,000**| |**32,125**||**72,699**| |**51,415**||**47,881**| |**91**||**102**| |**-**||**2,032**| |**-**||**-**| |**-**||**-**| |**-**||**-**| |**-**||**-**| |**-**||**-**| |**-**||**-**| |**51,506**||**50,015**| ||**-**||| |---|---|---|---| ||**-**||| ||**-**||**-**| ||**51,506**||**50,015**| |**-**|**19,381**||**22,684**| CCXX R4 accounts (SS) 16/03/2022 4 |**-**||| |---|---|---| |**46,300**||**23,616**| |**26,919**||**46,300**| |**od**|| |---|---| |**Restricted funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK
**Restricted funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to nearest £**| ||**-**| ||**-**| ||**-**| ||**-**| ||OK| ||**Endowment**
**funds**
**to nearest £**| ||**-**| ||**-**| ||**-**| ||**-**| ||**-**| ||**-**| ||**Current value**
**(optional)**| ||**-**| ||**-**| ||**-**| ||**-**| ||**-**| ||**Current value**
**(optional)**| |**-**|**-**| |**-**|**-**| |**-**|**-**| |**-**|**-**| |**-**|**-**| |**-**|**-**| |**-**|**-**| CCXX R5 accounts (SS) 16/03/2022 5 |**-**
**-**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Name
Robinson
ownley|**-**| |---|---| ||**-**| ||**When due**
**(optional)**| ||| ||| ||| ||| ||| ||| ||Date of approval| ||01/03/2022| ||01/03/2022| CCXX R6 accounts (SS) 16/03/2022 6 Audit 2021 I have examined all the documents and financial records provided to me for the Bishop’s development fund for the year July 2020 to 30 June 2021. The accounts present a true and fair view of the activities of the charity and there are no issues I wish to bring to the attention of the trustees. Michael Benn 19 February 2022