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Decision details
FPIO-01-19: Charitable Funds Annual Report 2017/18
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:
he Cabinet Member for Finance, Procurement, ICT & Operational Assets 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 2018 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:
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 8 February 2019.
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: Becky Hellard.
Publication date: 31/01/2019
Date of decision: 31/01/2019
Effective from: 08/02/2019
Accompanying Documents:
- Cabinet Report - Charitable Funds Annual Report 2017-18 PDF 90 KB
- Appendix 1 Black Rock Charishare March 2018 PDF 206 KB
- Appendix 2 Black Rock Charinco March 2018 PDF 213 KB
- Appendix 3 CCLA COIF fixed Interest fund factsheet March 2018 PDF 57 KB
- Appendix 4 CCLA COIF Investment fund March 2018 PDF 156 KB
- Appendix 5 Schroders Charity Equity Fund March 2018 PDF 253 KB
- Appendix 6 Schroders Income Trust for Charities A Income units March 2018 PDF 238 KB