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Decision details
FP-01-20: Charitable Funds - Annual Report 2018/2019
Decision Maker: Cabinet Member for Finance & Procurement, Commissioning, IT, Digital & Commercialisation
Decision status: Recommendations Approved
Is Key decision?: No
Is subject to call in?: Yes
Purpose:
To present the Cabinet Member for Finance & Procurement 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 2019 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:
This decision was published on the 12 February 2020 and will come into force on 20 February 2020.
Reasons for the decision:
As this report is for information only, the Cabinet Member is asked to note the report
Alternative options considered:
None have been identified as arising directly from this report which is for note
Other reasons / organisations consulted
No consultation is necessary
Contact: Deborah Hindson, Director - Finance and Procurement Email: deborah.hindson@wiltshire.gov.uk/ 01225 713062 Email: deborah.hindson@wiltshire.gov.uk.
Publication date: 31/01/2020
Date of decision: 11/02/2020
Effective from: 20/02/2020
Accompanying Documents:
- Cabinet Report - Charitable Funds Annual Report 2018-19 PDF 233 KB
- Appendix 1 Black Rock Charishare March 2019 PDF 207 KB
- Appendix 2 Black Rock Charinco March 2019 PDF 212 KB
- Appendix 3 CCLA COIF fixed Interest fund factsheet March 2019 PDF 964 KB
- Appendix 4 CCLA COIF Investment fund March 2019 PDF 1 MB
- Appendix 5 Schroders Charity Equity Fund March 2019 PDF 197 KB
- Appendix 6 Schroders Income Trust for Charities A Income units March 2019 PDF 222 KB