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Decision details
FPIO-01-18 - Intention - Charitable Funds Annual Report 20162017
Decision Maker: Cabinet Member for Public Health, Leisure, Libraries, Facilities Management, and Operational Assets
Decision status: For Determination
Is Key decision?: No
Is subject to call in?: Yes
Purpose:
To present the Cabinet Member for Finance with a summary of the trust fund statement of accounts information to ensure these trusts are properly managed and approved.
This report shows the activities of the trust funds in the year ended 31 March 2017 and the Cabinet Member is asked to note the following:
- a summary of the trust fund statement of accounts information
- a discussion of the investment arrangements and performance during the year
- the risk management activity
d. a summary of the activity in the year of the four largest trusts
Decision:
Following consultation with officers I give notice that I intend to make the decision set out in the attached report. If you would like to make any representations to me on this issue please do so by 29 January 2018.
Reasons for the decision:
As this report is for information only, there is no decision to make.
Alternative options considered:
None have been identified as arising directly from this report.
Other reasons / organisations consulted
No consultation was necessary.
Contact: Neil Tiley Email: tina.winfield@wiltshire.gov.uk, 01225 715854 Email: neil.tiley@wiltshire.gov.uk.
Publication date: 22/01/2018
Date of decision: 22/01/2018
Effective from: 30/01/2018
Accompanying Documents:
- FPIO-01-18 Charitable Funds Annual Report 2016-17 PDF 237 KB
- Appendix 1 Black Rock Charishare March 2017 PDF 204 KB
- Appendix 2 Black Rock Charinco March 2017 PDF 210 KB
- Appendix 3 CCLA COIF fixed Interest fund factsheet March 2017 PDF 59 KB
- Appendix 4 CCLA COIF Investment fund March 2017 PDF 55 KB
- Appendix 5 Schroders Charity Equity Fund March 2017 PDF 312 KB
- Appendix 6 Schroders Income Trust for Charities A Income units March 2017 PDF 234 KB