Issue details

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

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    

 

Decision type: Non-key

Decision status: Recommendations Approved

Decision due: Not before 15 Feb 2010 by Cabinet Member for Economic Development, Skills, Strategic Transport and Strategic Property

Lead member: Cllr Fleur de Rhé-Philipe MBE, Portfolio Holder for Strategic Highways, Area of Outstanding Natural Beauty, European Structural Investment Fund, and Canals fleur.derhephilipe@wiltshire.gov.uk

Department: Department of Transformation and Resources

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

Consultation process

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 

 

 

Decisions