Issue details
F-02-15 - Charitable Funds Annual Report 2014-15
To present the Cabinet Member for Finance, Performance, Risk, systems Thinking, Procurement and Welfare Reform 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 2015 and the Cabinet Member is asked to note the following:
a) a summary of the trust fund statement of accounts information
b) a discussion of the investment arrangements and performance during the year
c) the risk management activity
d) a summary of the activity in the year of the four largest trusts
Decision type: Non-key
Decision status: For Determination
Notice of proposed decision first published: 21/12/2015
Decision due: 30 Dec 2015 by Cabinet Member for Finance
Lead member: Cllr Dick Tonge, Cabinet Member for Finance richard.tonge@wiltshire.gov.uk
Department: Resources
Contact: Michael Hudson, Finance (01225 713600), e-mail: michael.hudson@wiltshire.gov.uk.
Consultation process
No consultation was necessary.
Documents
- F-02-15 - Appendix 1 Black Rock Charishare July 2015
PDF 347 KB - F-02-15 - Appendix 2 Black Rock Charinco March 2015 PDF 340 KB
- F-02-15 - Appendix 3 CCLA COIF fixed Interest fund factsheet March 2015 PDF 39 KB
- F-02-15 - Appendix 4 CCLA COIF Investment fund March 2015 PDF 36 KB
- F-02-15 - Appendix 5 Schroders Charity Equity Fund March 2015 PDF 649 KB
- F-02-15 - Appendix 6 Schroders Income Trust for Charities A Income units June 2015 PDF 523 KB
- F-02-15 - Background paper 1 The Colonel William Llewellen Palmer Educational Charity Annual report 2014-15 PDF 92 KB
- F-02-15 - Background paper 2 The John Creasey Museum Annual report 2014-15 PDF 206 KB
- F-02-15 - Background paper 3 Westbury Public Baths Annual report 2014-15 PDF 77 KB
- F-02-15 - Background paper 4 The Edwin Young Annual report 2014-15 PDF 194 KB
- F-02-15 - Background paper 5 Breakdown of Investments 31 March 2015 PDF 72 KB
- F-02-15 Cabinet Report - Charitable Funds Annual Report 2014-15 PDF 95 KB