Decision details

FPR-001-10 - Charitable Funds - Annual Report 2008/9

Decision Maker: Cabinet Member for Economic Development, Skills, Strategic Transport and Strategic Property

Decision status: Recommendations Approved

Is Key decision?: No

Is subject to call in?: Yes

Purpose:

To present the Cabinet Member for Finance Performance & Risk 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 2009 and the Cabinet Member for Finance Performance & Risk is asked to note the following:

 

  1. a summary of the trust fund statement of accounts information
  2. a discussion of the investment arrangements and performance during the year
  3. the risk management activity

d.   a summary of the activity in the year of the four largest trusts    

 

Other reasons / organisations consulted

The following supporting documents are available from the officer named above:

 

·      2008/09 Accounts of all Charitable Trust’s

·      Annual Reports and Risk Assessments for the following Trust’s

·          The William ‘Doc’ Couch Trust

·          The Colonel William Llewellen Palmer Educational Charity

·          The Edwin Young Collection

·          The John Creasey Trust 

 

 

Contact: Martin Donovan (Chief Finance Officer), Chief Finance Officer 01225 713600 email  matin.donovan@wiltshire.gov.uk  martin.donovan@wiltshire.gov.uk.

Publication date: 05/02/2010

Date of decision: 05/02/2010

Effective from: 16/02/2010

Accompanying Documents: