OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2023 To 01/04/2024

Charity name: WILDERNESS TRUST

Charity registration number: 1011511

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 Environmental protection and
enhancement, education in traditional
crafts, arts, sustainable living, natural
sciences and heritage. Promotion of the
arts. relief of suffering by inclusion of
marginalised people in communal life and
work and by providing a place of
temporary refuge or respite.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.
Para 1.17 and
1.19
During 2023-2024 the Trust has continued
its work on the renovation of two derelict
buildings in Llanidloes to use as a
community hub. £50,000 from Landfill
Disposal Tax Scheme enabled the
conversion of the garage range into
Community Workshops. Completion of
the Glasshouse and Garden shed
Trellises and ramp. Theatre completed to
a point where it could be used from April
2023. Work has started on an Office and
Volunteers room.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 The Trustees have overseen the work
with regard to the guidance of the Charity
Commission

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment

Contribution made by
volunteers
Para 1.38 We have an excellent team of volunteers -
over 100 - and were able to appoint a
volunteer manager in November to help
with some of the volunteer programmes
and make sure we are creating better
connections, better ways of working and
making the best of the very varied skills
represented. Two grants enables this
post, McCarthy-Stone Foundation (£3000)
and National Lottery Awards For All
(£5000)
Other Staff - At the end of the year we have
ATheatre Manager (10 hrs/wk) funded by
Ashley Family Foundation
A Volunteer Manager (8 hrs/wk) funded as
above
A Young Persons Officer (8 hrs/wk)
funded by Community Foundation Wales

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 The Theatre
has proved enormously
successful, with gigs and performances
taking place most weekends and many
events taking place in between, including
a wedding, several wakes, talks and
lectures, children and adult film clubs,
yoga and dance, Open Mike nights, public
meetings and private events. Local
volunteers have contributed significantly
and we have a wide range of support in
the local community. The bar team has
done amazing work, generating profit for
the Trust expenses.
Hay Meadows Festival
- The festival was
run for a second year on New Chapel Hill.
More than 300 attended - and groups of
schoolchildren benefitted from teaching
in the meadows in the preceding week.
Activities included scythe teams
demonstrating and allowing new
participants, working horses collecting
the hay, machinery demonstrations and
of land based projects locally, food and
drink stalls, child and adult activities
including, archery, hay doll making and
bushcraft skills. the whole site was
erected and bunting was made by
volunteers.
Apple Project
- Community Apple
pressing and processing were completed
in Llanidloes, Llandinam, Llangurig and
Elm Horticultural Site.
The Cafe
- Although challenging as it has
proved impossible to make a profit in its
current format, a change in March 2024
will hopefully reverse the situation.

Soup-er -sundays run throughout the winter months by volunteers offer free soup and bread & are well attended and are supported by activities like art groups, board games and live music. The cafe provides a meeting space for many groups, including Singing for Health, French Conversation, Friday Friends, Celf Able, Volunteer days, Sewing Group, Board Games Group. There are also impromptu events - seed sharing, live music, Punch & Judy. The Community Fridge has continued to pick up food from supermarkets daily for use of the local community from our fridges.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against
objectives set
Para 1.41 The principal achievement during this
financial year has been the inclusion of
marginalised people (as volunteers) and
working towards providing a centre
covering all aspects of the charity’s aims.
We are also working in partnership with
Zero Carbon Llanidloes, Cultivate, Powys
Food Group, Carad, Llidiartywaen
Community Hall, Llanidloes Swift Group,
The Meadow Makers Group, Compton
Yard Trust, National Gardens Scheme,
Social Farms and Gardens, Llais y
**Goedwig, and Powys Nature Partnerships **
Performance of fundraising
activities against objectives
set
Para 1.41 The Trust has raised over £144k
towards the various projects, far
exceeding what we had expected.
Investment performance
against objectives
Para 1.41 N/A
Other Focus for 2024-
Start work on Presbyterian Chapel
(Llanidloes) to convert into an indoor
market.
Set up working party and bushcraft
groups for young people on the Trusts
New Capel site.
Begin a programme based around the
new workshops.

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of theperiod
Para 1.21 The charity is covering costs and working
well within grant funds
Statement explaining the
policy for holding reserves
statingwhytheyare held
Para 1.22 Small reserves are held to help with cash
flow
Amount of reserves held Para 1.22 £2,627
Reasons for holding zero
reserves
Para 1.22 N/A
Details of fund materially in
deficit
Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 N/A

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)
Para 1.47 Grants
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 N/A
A description of the principal
risks facing the charity
Para 1.46 The main risk the Trust has is lack of
unreserved funds to service our running
costs on the Llanidloes project, but we
are managing.
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed,royal charter)
Para 1.25 Trust deed
How is the charity
constituted?
(e.g unincorporated
association,CIO)
Para 1.25 Unincorporated
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 New trustees are sought as and when
required, focusing on local trustees (in
the future) and plugging skills gaps. All
trustees are involved in the appointment
of a new trustee.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction and
training of trustees
Para 1.51 N/A
We will be working on this in the
2024-2025 year.
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51 The Trust has five trustees. We do not as
yet have a wider network but are looking
to expand this year.
Relationship with any related
parties
Para 1.51 N/A
Other

Reference and Administrative details

Charityname Wilderness Trust
Other name the charityuses N/A
Registered charitynumber 1011511
Charity’s principal address Brook House, Clun, Shropshire, SY7 8LY

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Nam
e of
pers
on
(or
bod
y)
Dates acted if not for whole
entit
year
led
to
app
oint
trust
ee
(if
any)
Frances Blockley Chair
Janet Crisp Secretary
Helen Hawkings
Merlin Blockley
Ursula Freeman

Corporate trustees – names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets
held in this capacity
N/A
Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects
N/A
Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets
N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of
adviser
Name
Address
Type of
adviser
Name
Address
Type of
adviser
Name
Address
Accountant Peter Geary
Chartered
Accountants
31 Church Street, Bishops Castle, Shropshire, SY9 5AD
Name of chief executive or names of senior staff members (Optional information)
Peter Geary

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signed on behalf of the charity’s trustees charity’s trustees
Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
22/01/2022
Secretary
Chair
Ursula Freeman
Frances Blockley

Frances Blockley
Ursula Freeman

Unaudited Financial Statements Wilderness Trust Fortheyearended 31 March 2023

Contents

Wilderness Trust Page 2 of 17

Unaudited Financial Statements

Directory

Wilderness Trust For the year ended 31 March 2023

Charity Number

Charity Number : 1011511

Address

Old Chapel Farm,

Tylwch,

Llanidloes,

Powys.

SY18 6JR

Accountants

Peter Geary Management Ltd

31 Church St Bishops Castle Shropshire SY9 5AD

Wilderness Trust Page 3 of 17

Unaudited Financial Statements

Client Approval

Wilderness Trust For the year ended 31 March 2023

In accordance with the engagement letter, I approve the financial information which comprises the Income & Expenditure account, the Balance Sheet and the related notes. I acknowledge my responsibility for the financial information, including the appropriateness of the applicable financial reporting framework as set out in the notes, and for providing Peter Geary Management Limited with all information and explanations necessary for their compilation.

.................................................

Kevin Blockley

On behalf of Wilderness Trust

16 November 2023

Wilderness Trust Page 4 of 17

Unaudited Financial Statements

Independent Examiners Report

Wilderness Trust For the year ended 31 March 2023

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2023.

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signature.........................................

Peter Geary Management Limited (ICAEW)

31 Church Street

Bishops Castle

SHROPSHIRE

SY9 5AD

16 November 2023

Wilderness Trust Page 5 of 17

Unaudited Financial Statements

Income and Expenditure Account

Wilderness Trust

For the year ended 31 March 2023

Income and Expenditure
Wilderness Trust
For the year ended 31 March 2023
Account
NOTES 2023 2022
Income
Donations 4,051 2,537
Grants 144,645 63,213
Room Hire Income 140 210
Grants spent on Fixed Assets (58,034) -
Total Income 90,802 65,960
Cost of Sales
Direct Expenses 123 -
Total Cost of Sales 123 -
Expenditure
Rent 240 300
Repairs & Maintenance 3,002 319
Direct Wages - 26,555
Employers National Insurance 2,539 -
Salaries 37,786 -
Staff Training - 396
Audit & Accountancy fees 3,307 2,724
Bank Fees 210 180
Charitable and Political Donations 1,500 -
Cleaning & Refuse 1,194 -
Computer Equipment Expenses 50 -
Advertising & Marketing 4,048 -
Legal Expenses - 80
Event Catering 729 170
General Expenses - 948
Hanging Garden Expenses 2,851 1,190
Insurance 1,343 683
IT Software and Consumables 261 -
Licences - 40
Light, Power, Heating 4,586 1,392
Postage, Freight & Courier - 21
Printing & Stationery 1,216 162
Speakers, Tutors and Performers 7,585 2,537
Subscriptions 240 25
Telephone & Internet 65 159
Tools 1,827 1,027
Travel - National 760 709
Volunteer Expenses 3,305 2,306
Website 925 3,559
Winter Pressure fund expenses - 723
Workshop & Class Expenses 7,291 310

Wilderness Trust Page 6 of 17

Unaudited Financial Statements

Income and Expenditure Account

NOTES
2023
2022
Depreciation Expense
11,537
7,896
Fixed Asset Grant Amortisation
(9,414)
(5,885)
General Administration
Office Admin
2,080
-
Event costs
2,026
-
Total General Administration
4,105
-
Investments
Interest Income
16
8
Total Investments
16
8
Total Expenditure
93,072
48,518
Surplus/(Deficit)
(2,270)
17,442

Wilderness Trust Page 7 of 17

Unaudited Financial Statements

Balance Sheet

Wilderness Trust

As at 31 March 2023

Balance Sheet
Wilderness Trust
As at 31 March 2023
Balance Sheet
Wilderness Trust
As at 31 March 2023
Balance Sheet
Wilderness Trust
As at 31 March 2023
NOTES
31 MAR 2023
31 MAR 2022
Fixed Assets
Tangible assets
Land and buildings
66,051
25,135
Equipment
Computer Equipment
1,155
556
Less Accumulated Depreciation on Computer Equipment
(249)
(78)
Equipment
16,985
8,953
Less Accumulated Depreciation on Equipment
(3,851)
(1,534)
Total Equipment
14,040
7,897
Total Tangible assets
80,091
33,032
Total Fixed Assets
80,091
33,032
Current assets
Debtors
10,000
-
Wilderness Trust Ltd Loan Account
1,443
1,007
Prepayments and accrued income
Prepayments
-
1,500
Total Prepayments and accrued income
-
1,500
Cash at bank and in hand
Cash Account
-
142
Wilderness Trust Current Account
11,122
10,490
Total Cash at bank and in hand
11,122
10,632
Total Current assets
22,565
13,139
Creditors: amounts falling due withinone year
Trade creditors
4,229
390
Other creditors
6,688
755
Barclaycard
575
-
Grant Income spent on Fixed Assets
73,645
25,024
Accruals and deferred income
3,007
4,464
Total Creditors: amounts falling due within one year
88,144
30,633
Net current assets (liabilities)
(65,580)
(17,495)
Total assets less current liabilities
14,511
15,538
Creditors: amounts falling due after more than one year
Trustees' Loan Account
11,884
10,518
Total Creditors: amounts falling due after more than one year
11,884
10,518
Net Assets
2,627
5,020
Fund analysis

Wilderness Trust Page 8 of 17

Unaudited Financial Statements

Balance Sheet

NOTES 31 MAR 2023 31 MAR 2022
Funds 3 2,627 5,020
Total Fund analysis 2,627 5,020

Wilderness Trust Page 9 of 17

Unaudited Financial Statements

Notes to the Financial Statements

Wilderness Trust

For the year ended 31 March 2023

1. Accounting Policies

Basis of preparing the financial statements

The financial statements have been compiled on a basis which enables profits to be calculated in accordance with generally accepted accounting practice and which provides sufficient and relevant information to enable the completion of a tax return.

Turnover

Turnover comprises the invoiced value of goods and services supplied by the company, net of Value Added Tax and trade discounts.

Tangible fixed assets

Depreciation is provided, at the following annual rates in order to write off each asset over its estimated useful life.

Freehold Property No depreciation
Property Improvements Straight line over 5 years
Plant & machinery Straight line over 5 years
Motor vehicles Straight line over 5 years
Equipment Straight line over 5 years
2023
2022
2023
2022
2023
2022
2. Tangible Assets
Land and buildings
Cost
Opening Balance
31,419
-
Leasehold Improvements
49,965
31,419
Total Cost
81,384
31,419
Depreciation
Opening Balance
6,284
-
Less Accumulated Depreciation on Leasehold Improvements
9,049
6,284
Total Depreciation
15,333
6,284
Total Land and buildings
66,051
25,135
Office equipment
Cost
Opening Balance
9,509
-
Computer Equipment
599
556
Equipment
8,032
8,953
Total Cost
18,140
9,509

Wilderness Trust Page 10 of 17

Unaudited Financial Statements

Notes to the Financial Statements

2023
2022
Depreciation
Opening Balance
(1,612)
-
Less Accumulated Depreciation on Computer Equipment
(171)
(78)
Less Accumulated Depreciation on Equipment
(2,317)
(1,534)
Total Depreciation
(4,100)
(1,612)
Total Office equipment
14,040
7,897
Total Tangible Assets
80,091
33,032

Wilderness Trust Page 11 of 17

Unaudited Financial Statements

Notes to the Financial Statements

2023
2022
2023
2022
2023
2022
3. Fund Analysis
Funds
Volunteering Wales Restricted Fund
Volunteering Wales
633
-
Total Volunteering Wales Restricted Fund
633
-
Ashley Family Foundation Restricted Fund
Ashley Family Foundation Restricted Fund - Brought forward
-
1,500
Ashley Family Foundation Restricted Fund
10,000
(1,500)
Total Ashley Family Foundation Restricted Fund
10,000
-
ATSAIN Restricted Fund
ATSAIN
1,855
-
Total ATSAIN Restricted Fund
1,855
-
Community Facilities Grant Restricted Fund
Community Facilities Grant
(823)
-
Total Community Facilities Grant Restricted Fund
(823)
-
Community Foundation Wales Restricted Fund
Community Foundation Wales Restricted Fund - Brought forward
-
3,500
Community Foundation Wales Restricted Fund
-
(3,500)
Total Community Foundation Wales Restricted Fund
-
-
Connected Communities Restricted Fund
Connected Communities
2,228
-
Total Connected Communities Restricted Fund
2,228
-
CRF Restricted Fund
CRF
(2,863)
-
Total CRF Restricted Fund
(2,863)
-
Crowd Funder Restricted Fund
Crowd Funder
3,071
-
Total Crowd Funder Restricted Fund
3,071
-
Doyle Carte Grant Restricted Fund
Doyle Carte Grant
(2,240)
-
Total Doyle Carte Grant Restricted Fund
(2,240)
-
Dulverton Trust Restricted Fund
Dulverton Trust Restricted Fund - Brought forward
5,231
-
Dulverton Trust Restricted Fund
(4,921)
5,231
Total Dulverton Trust Restricted Fund
310
5,231
Foyle Foundation Restricted Fund
Foyle Foundation Restricted Fund - Brought forward
2,077
-
Foyle Foundation Restricted Fund
(2,097)
2,077
Total Foyle Foundation Restricted Fund
(20)
2,077

Wilderness Trust Page 12 of 17

Unaudited Financial Statements

Notes to the Financial Statements

2023
2022
FSF Restricted Fund
FSF
3
-
Total FSF Restricted Fund
3
-
Garfield Weston Restricted Fund
Garfield Weston
(364)
-
Total Garfield Weston Restricted Fund
(364)
-
HUBUB Eat Your Pumpkin Restricted Fund
Hubbub Eat Your Pumpkin
338
-
Total HUBUB Eat Your Pumpkin Restricted Fund
338
-
Jubilee Fund Restricted Fund
Jubilee Fund
(937)
-
Total Jubilee Fund Restricted Fund
(937)
-
Kew Gardens Grow Wild Restricted Fund
Kew Gardens Grow Wild
(107)
-
Total Kew Gardens Grow Wild Restricted Fund
(107)
-
Local Places For Nature Restricted Fund
Local Places For Nature
(71)
-
Total Local Places For Nature Restricted Fund
(71)
-
PAVO Restricted Fund
PAVO
82
-
Total PAVO Restricted Fund
82
-
PCC Souper Sunday Restricted Fund
PCC Souper Sunday
847
-
Total PCC Souper Sunday Restricted Fund
847
-
Powys Welsh Church Acts Restricted Fund
Powys Welsh Church Acts
(364)
-
Total Powys Welsh Church Acts Restricted Fund
(364)
-
Postcode Community Trust Restricted Fund
Postcode Community Trust Restricted Fund - Brought forward
64
-
Postcode Community Trust Restricted Fund
(64)
64
Total Postcode Community Trust Restricted Fund
-
64
Winter Pressures Fund Restricted Fund
Winter Pressures Fund Restricted Fund - Brought forward
2,480
-
Winter Pressures Fund Restricted Fund
-
2,480
Total Winter Pressures Fund Restricted Fund
2,480
2,480
Total Funds
14,059
9,852
Unrestricted Funds
Unrestricted Funds - Brought forward
(4,832)
(17,422)
Current Year Earnings
(2,393)
17,442

Wilderness Trust Page 13 of 17

Unaudited Financial Statements

Notes to the Financial Statements

2023 2022
Current Year Earnings Allocation - Restricted Funds (4,208) (4,852)
Total Unrestricted Funds (11,432) (4,832)
Total Fund Analysis 2,627 5,020

Wilderness Trust Page 14 of 17

Unaudited Financial Statements

Depreciation Schedule

Wilderness Trust For the year ended 31 March 2023

NAME COST OPENING VALUE PURCHASES DISPOSALS DEPRECIATION CLOSING VALUE
Computer Equipment
Epson Ecotank Printer 320 277 - - 64 213
HP COMPAQ ELITE COMPUTER 236 201 - - 47 153
Lenovo Thinkpad T480S 14-inch
(2017) - Core i7-8650U - 16GB - SSD 599 - 599 - 60 539
512 GB
Total Computer Equipment 1,155 478 599 - 171 906
Equipment
40X CHAIRS 1,200 1,020 - - 240 780
4X (6X2) WOODEN TRESSLE TABLES 450 375 - - 90 285
6' x 2'6" Trestle Table 124 - 124 - 12 112
ANTIQUE APOTHECARY DRAWERS 1,481 1,234 - - 296 938
Arbour Press + Equipment 3,338 - 3,338 - 167 3,171
Beecosystem - 297425305 2,338 1,949 - - 468 1,481
Briquette Maker 159 - 159 - 19 140
FALCON G2151OT 6 BURNER RANGE 1,076 879 - - 215 664
Makita 18V 7 Piece Cordless Tool Kit
3 x 5.0Ah Batteries & Charger
875 - 875 - 102 773
MAKITA DHP482RTJ-1 18v COMBI
HAMMER DRILL WITH 1 x 5.0AH
LI-ION BATTERY & CHARGER IN
191 - 191 - 29 162
MAKPAK CASE
Stacking Chairs 800 - 800 - 13 787
Stainless Kitchen units 1,686 1,349 - - 337 1,012
Trestle Tables x3 40 - 40 - 1 39
Trestle Tables x3 516 - 516 - 9 507
Trestle Tables x3 362 - 362 - 12 350
UPRIGHT DISPLAY FREEZER 722 614 - - 144 469
Various Equipment for hanging
Gardens
1,627 - 1,627 - 163 1,464
Total Equipment 16,985 7,419 8,032 - 2,317 13,134
Leasehold Improvements
Hanging Gardens Improvements
(Local Places)2022/23
8,058 - 8,058 - 537 7,521
Hanging Gardens Improvements
(National Garden)2022/23
3,261 - 3,261 - 109 3,152
Leasehold Property Improvements
(BWF)2022/23
1,000 - 1,000 - 17 983
Leasehold Property Improvements
(CommunityFacilities)
22,774 - 22,774 - 380 22,395
Leasehold Property Improvements
(FSF)2022/23
500 - 500 - 8 492
Leasehold property Improvements
(FSF)22/23
238 - 238 - 36 202
Leasehold Property Improvements
(Hafren Dyfrdwy)2022/23
6,214 - 6,214 - 518 5,696
Leasehold Property Improvements
(Local Places)2022/23
628 - 628 - 52 575
Leasehold Property Improvements
(Magic Little) 2022/23
500 - 500 - 8 492

Wilderness Trust Page 15 of 17

Unaudited Financial Statements

Depreciation Schedule

NAME COST OPENING VALUE PURCHASES DISPOSALS DEPRECIATION CLOSING VALUE
Leasehold Property Improvements
(National Garden)2022/23
618 - 618 - 52 567
Leasehold Property Improvements
(National Garden)2022/23
614 - 614 - 20 593
Leasehold Property Improvements
(Powys Welsh Church)2022/23
5,000 - 5,000 - 917 4,083
Leasehold Property Improvements
(unreserved)22/23
561 - 561 - 112 449
Leasehold Property improvements
21/22
31,419 25,135 - - 6,284 18,852
Total Leasehold Improvements 81,384 25,135 49,965 - 9,049 66,051
Total 99,524 33,032 58,596 - 11,537 80,091

Wilderness Trust Page 16 of 17

Unaudited Financial Statements

Grants Transactions

Wilderness Trust For the period 1 April 2022 to 31 March 2023

DATE DESCRIPTION NET
Grants
1 Apr 2022 PAVO - POWYS VOL PAVO GRANT BGC 500
1 Apr 2022 WCVA - Kick start Scheme 1,500
7 Apr 2022 National Lottery Jubilee Fund - National Lottery Jubilee Fund £21.5K 21,500
10 Apr 2022 Wilderness Trust Ltd - Kickstart scheme contribution to Cafe Staff (1,500)
14 Apr 2022 Powys Welsh Church Acts Fund - Powys Welsh Church Acts Fund 5,000
14 Apr 2022 Montgomery Fund - C F IN WALES/CLIEN FR-000011434 BGC 1,500
19 Apr 2022 WCVA - Kick start Scheme 1,952
22 Apr 2022 WCVA - Kick start Scheme 941
29 Apr 2022 WCVA - Kick start Scheme 1,085
13 May 2022 WCVA - Kick start Scheme 1,085
23 May 2022 Hafren Dyfrdwy - SEVERN TRENT WATER BGC SEVERN TRENT WATER BGC 10,000
27 May 2022 WCVA - Kick start Scheme 2,129
13 Jun 2022 National Garden Scheme - National Garden Scheme £5K 5,000
14 Jun 2022 ATSAIN - First 75% 3,261
15 Jun 2022 Kew Gardens Grow Wild - Kew Gardens Grow Wild £2K 2,000
17 Jun 2022 WCVA - Kick start Scheme 1,085
24 Jun 2022 Volunteering Wales - Volunteering Wales Grant 1,980
27 Jun 2022 Community Facilities Grant - Community Facilities Grant £25K 25,000
1 Jul 2022 WCVA - Kick start Scheme 1,085
7 Jul 2022 National Lottery Jubilee Fund - National Lottery Jubilee Fund 9,500
12 Jul 2022 Finnis Scott Foundation - TRUSTEES OF THE FI FSF BGC 1,000
15 Jul 2022 WCVA - Kick start Scheme 1,085
21 Jul 2022 Bruce Wake Foundation - Pumpkin Festival 1,000
29 Jul 2022 WCVA - Kick start Scheme 1,085
26 Aug 2022 WCVA - Kick start Scheme 1,085
30 Sep 2022 WCVA - Kick start Scheme 1,085
6 Oct 2022 National Lottery Jubilee Fund - National Lottery Jubilee Fund 9,500
7 Oct 2022 Hubbub Foundation - HUBBUB FOUNDATION HUBBUB PUMPKIN BGC 700
15 Dec 2022 Local Giving 500
6 Jan 2023 National Lottery Jubilee Fund - National Lottery Jubilee Fund 9,500
10 Feb 2023 Powys County Council - Powys County Council £1K Grant for Souper Sunday 1,000
1 Mar 2023 PAVO - Connected Communities instalment 2,500
18 Mar 2023 Powys County Council - Local Places for Nature 10,000
30 Mar 2023 Community Foundation Wales - £10K Ashley Family Foundation 10,000
Total Grants 144,645
Total 144,645

Wilderness Trust Page 17 of 17

Unaudited Financial Statements

Unaudited Financial Statements Wilderness Trust Fortheyearended 31 March 2023

Contents

Wilderness Trust Page 2 of 17

Unaudited Financial Statements

Directory

Wilderness Trust For the year ended 31 March 2023

Charity Number

Charity Number : 1011511

Address

Old Chapel Farm,

Tylwch,

Llanidloes,

Powys.

SY18 6JR

Accountants

Peter Geary Management Ltd

31 Church St Bishops Castle Shropshire SY9 5AD

Wilderness Trust Page 3 of 17

Unaudited Financial Statements

Client Approval

Wilderness Trust For the year ended 31 March 2023

In accordance with the engagement letter, I approve the financial information which comprises the Income & Expenditure account, the Balance Sheet and the related notes. I acknowledge my responsibility for the financial information, including the appropriateness of the applicable financial reporting framework as set out in the notes, and for providing Peter Geary Management Limited with all information and explanations necessary for their compilation.

.................................................

Kevin Blockley

On behalf of Wilderness Trust

16 November 2023

Wilderness Trust Page 4 of 17

Unaudited Financial Statements

Independent Examiners Report

Wilderness Trust For the year ended 31 March 2023

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2023.

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signature.........................................

Peter Geary Management Limited (ICAEW)

31 Church Street

Bishops Castle

SHROPSHIRE

SY9 5AD

16 November 2023

Wilderness Trust Page 5 of 17

Unaudited Financial Statements

Income and Expenditure Account

Wilderness Trust

For the year ended 31 March 2023

Income and Expenditure
Wilderness Trust
For the year ended 31 March 2023
Account
NOTES 2023 2022
Income
Donations 4,051 2,537
Grants 144,645 63,213
Room Hire Income 140 210
Grants spent on Fixed Assets (58,034) -
Total Income 90,802 65,960
Cost of Sales
Direct Expenses 123 -
Total Cost of Sales 123 -
Expenditure
Rent 240 300
Repairs & Maintenance 3,002 319
Direct Wages - 26,555
Employers National Insurance 2,539 -
Salaries 37,786 -
Staff Training - 396
Audit & Accountancy fees 3,307 2,724
Bank Fees 210 180
Charitable and Political Donations 1,500 -
Cleaning & Refuse 1,194 -
Computer Equipment Expenses 50 -
Advertising & Marketing 4,048 -
Legal Expenses - 80
Event Catering 729 170
General Expenses - 948
Hanging Garden Expenses 2,851 1,190
Insurance 1,343 683
IT Software and Consumables 261 -
Licences - 40
Light, Power, Heating 4,586 1,392
Postage, Freight & Courier - 21
Printing & Stationery 1,216 162
Speakers, Tutors and Performers 7,585 2,537
Subscriptions 240 25
Telephone & Internet 65 159
Tools 1,827 1,027
Travel - National 760 709
Volunteer Expenses 3,305 2,306
Website 925 3,559
Winter Pressure fund expenses - 723
Workshop & Class Expenses 7,291 310

Wilderness Trust Page 6 of 17

Unaudited Financial Statements

Income and Expenditure Account

NOTES
2023
2022
Depreciation Expense
11,537
7,896
Fixed Asset Grant Amortisation
(9,414)
(5,885)
General Administration
Office Admin
2,080
-
Event costs
2,026
-
Total General Administration
4,105
-
Investments
Interest Income
16
8
Total Investments
16
8
Total Expenditure
93,072
48,518
Surplus/(Deficit)
(2,270)
17,442

Wilderness Trust Page 7 of 17

Unaudited Financial Statements

Balance Sheet

Wilderness Trust

As at 31 March 2023

Balance Sheet
Wilderness Trust
As at 31 March 2023
Balance Sheet
Wilderness Trust
As at 31 March 2023
Balance Sheet
Wilderness Trust
As at 31 March 2023
NOTES
31 MAR 2023
31 MAR 2022
Fixed Assets
Tangible assets
Land and buildings
66,051
25,135
Equipment
Computer Equipment
1,155
556
Less Accumulated Depreciation on Computer Equipment
(249)
(78)
Equipment
16,985
8,953
Less Accumulated Depreciation on Equipment
(3,851)
(1,534)
Total Equipment
14,040
7,897
Total Tangible assets
80,091
33,032
Total Fixed Assets
80,091
33,032
Current assets
Debtors
10,000
-
Wilderness Trust Ltd Loan Account
1,443
1,007
Prepayments and accrued income
Prepayments
-
1,500
Total Prepayments and accrued income
-
1,500
Cash at bank and in hand
Cash Account
-
142
Wilderness Trust Current Account
11,122
10,490
Total Cash at bank and in hand
11,122
10,632
Total Current assets
22,565
13,139
Creditors: amounts falling due withinone year
Trade creditors
4,229
390
Other creditors
6,688
755
Barclaycard
575
-
Grant Income spent on Fixed Assets
73,645
25,024
Accruals and deferred income
3,007
4,464
Total Creditors: amounts falling due within one year
88,144
30,633
Net current assets (liabilities)
(65,580)
(17,495)
Total assets less current liabilities
14,511
15,538
Creditors: amounts falling due after more than one year
Trustees' Loan Account
11,884
10,518
Total Creditors: amounts falling due after more than one year
11,884
10,518
Net Assets
2,627
5,020
Fund analysis

Wilderness Trust Page 8 of 17

Unaudited Financial Statements

Balance Sheet

NOTES 31 MAR 2023 31 MAR 2022
Funds 3 2,627 5,020
Total Fund analysis 2,627 5,020

Wilderness Trust Page 9 of 17

Unaudited Financial Statements

Notes to the Financial Statements

Wilderness Trust

For the year ended 31 March 2023

1. Accounting Policies

Basis of preparing the financial statements

The financial statements have been compiled on a basis which enables profits to be calculated in accordance with generally accepted accounting practice and which provides sufficient and relevant information to enable the completion of a tax return.

Turnover

Turnover comprises the invoiced value of goods and services supplied by the company, net of Value Added Tax and trade discounts.

Tangible fixed assets

Depreciation is provided, at the following annual rates in order to write off each asset over its estimated useful life.

Freehold Property No depreciation
Property Improvements Straight line over 5 years
Plant & machinery Straight line over 5 years
Motor vehicles Straight line over 5 years
Equipment Straight line over 5 years
2023
2022
2023
2022
2023
2022
2. Tangible Assets
Land and buildings
Cost
Opening Balance
31,419
-
Leasehold Improvements
49,965
31,419
Total Cost
81,384
31,419
Depreciation
Opening Balance
6,284
-
Less Accumulated Depreciation on Leasehold Improvements
9,049
6,284
Total Depreciation
15,333
6,284
Total Land and buildings
66,051
25,135
Office equipment
Cost
Opening Balance
9,509
-
Computer Equipment
599
556
Equipment
8,032
8,953
Total Cost
18,140
9,509

Wilderness Trust Page 10 of 17

Unaudited Financial Statements

Notes to the Financial Statements

2023
2022
Depreciation
Opening Balance
(1,612)
-
Less Accumulated Depreciation on Computer Equipment
(171)
(78)
Less Accumulated Depreciation on Equipment
(2,317)
(1,534)
Total Depreciation
(4,100)
(1,612)
Total Office equipment
14,040
7,897
Total Tangible Assets
80,091
33,032

Wilderness Trust Page 11 of 17

Unaudited Financial Statements

Notes to the Financial Statements

2023
2022
2023
2022
2023
2022
3. Fund Analysis
Funds
Volunteering Wales Restricted Fund
Volunteering Wales
633
-
Total Volunteering Wales Restricted Fund
633
-
Ashley Family Foundation Restricted Fund
Ashley Family Foundation Restricted Fund - Brought forward
-
1,500
Ashley Family Foundation Restricted Fund
10,000
(1,500)
Total Ashley Family Foundation Restricted Fund
10,000
-
ATSAIN Restricted Fund
ATSAIN
1,855
-
Total ATSAIN Restricted Fund
1,855
-
Community Facilities Grant Restricted Fund
Community Facilities Grant
(823)
-
Total Community Facilities Grant Restricted Fund
(823)
-
Community Foundation Wales Restricted Fund
Community Foundation Wales Restricted Fund - Brought forward
-
3,500
Community Foundation Wales Restricted Fund
-
(3,500)
Total Community Foundation Wales Restricted Fund
-
-
Connected Communities Restricted Fund
Connected Communities
2,228
-
Total Connected Communities Restricted Fund
2,228
-
CRF Restricted Fund
CRF
(2,863)
-
Total CRF Restricted Fund
(2,863)
-
Crowd Funder Restricted Fund
Crowd Funder
3,071
-
Total Crowd Funder Restricted Fund
3,071
-
Doyle Carte Grant Restricted Fund
Doyle Carte Grant
(2,240)
-
Total Doyle Carte Grant Restricted Fund
(2,240)
-
Dulverton Trust Restricted Fund
Dulverton Trust Restricted Fund - Brought forward
5,231
-
Dulverton Trust Restricted Fund
(4,921)
5,231
Total Dulverton Trust Restricted Fund
310
5,231
Foyle Foundation Restricted Fund
Foyle Foundation Restricted Fund - Brought forward
2,077
-
Foyle Foundation Restricted Fund
(2,097)
2,077
Total Foyle Foundation Restricted Fund
(20)
2,077

Wilderness Trust Page 12 of 17

Unaudited Financial Statements

Notes to the Financial Statements

2023
2022
FSF Restricted Fund
FSF
3
-
Total FSF Restricted Fund
3
-
Garfield Weston Restricted Fund
Garfield Weston
(364)
-
Total Garfield Weston Restricted Fund
(364)
-
HUBUB Eat Your Pumpkin Restricted Fund
Hubbub Eat Your Pumpkin
338
-
Total HUBUB Eat Your Pumpkin Restricted Fund
338
-
Jubilee Fund Restricted Fund
Jubilee Fund
(937)
-
Total Jubilee Fund Restricted Fund
(937)
-
Kew Gardens Grow Wild Restricted Fund
Kew Gardens Grow Wild
(107)
-
Total Kew Gardens Grow Wild Restricted Fund
(107)
-
Local Places For Nature Restricted Fund
Local Places For Nature
(71)
-
Total Local Places For Nature Restricted Fund
(71)
-
PAVO Restricted Fund
PAVO
82
-
Total PAVO Restricted Fund
82
-
PCC Souper Sunday Restricted Fund
PCC Souper Sunday
847
-
Total PCC Souper Sunday Restricted Fund
847
-
Powys Welsh Church Acts Restricted Fund
Powys Welsh Church Acts
(364)
-
Total Powys Welsh Church Acts Restricted Fund
(364)
-
Postcode Community Trust Restricted Fund
Postcode Community Trust Restricted Fund - Brought forward
64
-
Postcode Community Trust Restricted Fund
(64)
64
Total Postcode Community Trust Restricted Fund
-
64
Winter Pressures Fund Restricted Fund
Winter Pressures Fund Restricted Fund - Brought forward
2,480
-
Winter Pressures Fund Restricted Fund
-
2,480
Total Winter Pressures Fund Restricted Fund
2,480
2,480
Total Funds
14,059
9,852
Unrestricted Funds
Unrestricted Funds - Brought forward
(4,832)
(17,422)
Current Year Earnings
(2,393)
17,442

Wilderness Trust Page 13 of 17

Unaudited Financial Statements

Notes to the Financial Statements

2023 2022
Current Year Earnings Allocation - Restricted Funds (4,208) (4,852)
Total Unrestricted Funds (11,432) (4,832)
Total Fund Analysis 2,627 5,020

Wilderness Trust Page 14 of 17

Unaudited Financial Statements

Depreciation Schedule

Wilderness Trust For the year ended 31 March 2023

NAME COST OPENING VALUE PURCHASES DISPOSALS DEPRECIATION CLOSING VALUE
Computer Equipment
Epson Ecotank Printer 320 277 - - 64 213
HP COMPAQ ELITE COMPUTER 236 201 - - 47 153
Lenovo Thinkpad T480S 14-inch
(2017) - Core i7-8650U - 16GB - SSD 599 - 599 - 60 539
512 GB
Total Computer Equipment 1,155 478 599 - 171 906
Equipment
40X CHAIRS 1,200 1,020 - - 240 780
4X (6X2) WOODEN TRESSLE TABLES 450 375 - - 90 285
6' x 2'6" Trestle Table 124 - 124 - 12 112
ANTIQUE APOTHECARY DRAWERS 1,481 1,234 - - 296 938
Arbour Press + Equipment 3,338 - 3,338 - 167 3,171
Beecosystem - 297425305 2,338 1,949 - - 468 1,481
Briquette Maker 159 - 159 - 19 140
FALCON G2151OT 6 BURNER RANGE 1,076 879 - - 215 664
Makita 18V 7 Piece Cordless Tool Kit
3 x 5.0Ah Batteries & Charger
875 - 875 - 102 773
MAKITA DHP482RTJ-1 18v COMBI
HAMMER DRILL WITH 1 x 5.0AH
LI-ION BATTERY & CHARGER IN
191 - 191 - 29 162
MAKPAK CASE
Stacking Chairs 800 - 800 - 13 787
Stainless Kitchen units 1,686 1,349 - - 337 1,012
Trestle Tables x3 40 - 40 - 1 39
Trestle Tables x3 516 - 516 - 9 507
Trestle Tables x3 362 - 362 - 12 350
UPRIGHT DISPLAY FREEZER 722 614 - - 144 469
Various Equipment for hanging
Gardens
1,627 - 1,627 - 163 1,464
Total Equipment 16,985 7,419 8,032 - 2,317 13,134
Leasehold Improvements
Hanging Gardens Improvements
(Local Places)2022/23
8,058 - 8,058 - 537 7,521
Hanging Gardens Improvements
(National Garden)2022/23
3,261 - 3,261 - 109 3,152
Leasehold Property Improvements
(BWF)2022/23
1,000 - 1,000 - 17 983
Leasehold Property Improvements
(CommunityFacilities)
22,774 - 22,774 - 380 22,395
Leasehold Property Improvements
(FSF)2022/23
500 - 500 - 8 492
Leasehold property Improvements
(FSF)22/23
238 - 238 - 36 202
Leasehold Property Improvements
(Hafren Dyfrdwy)2022/23
6,214 - 6,214 - 518 5,696
Leasehold Property Improvements
(Local Places)2022/23
628 - 628 - 52 575
Leasehold Property Improvements
(Magic Little) 2022/23
500 - 500 - 8 492

Wilderness Trust Page 15 of 17

Unaudited Financial Statements

Depreciation Schedule

NAME COST OPENING VALUE PURCHASES DISPOSALS DEPRECIATION CLOSING VALUE
Leasehold Property Improvements
(National Garden)2022/23
618 - 618 - 52 567
Leasehold Property Improvements
(National Garden)2022/23
614 - 614 - 20 593
Leasehold Property Improvements
(Powys Welsh Church)2022/23
5,000 - 5,000 - 917 4,083
Leasehold Property Improvements
(unreserved)22/23
561 - 561 - 112 449
Leasehold Property improvements
21/22
31,419 25,135 - - 6,284 18,852
Total Leasehold Improvements 81,384 25,135 49,965 - 9,049 66,051
Total 99,524 33,032 58,596 - 11,537 80,091

Wilderness Trust Page 16 of 17

Unaudited Financial Statements

Grants Transactions

Wilderness Trust For the period 1 April 2022 to 31 March 2023

DATE DESCRIPTION NET
Grants
1 Apr 2022 PAVO - POWYS VOL PAVO GRANT BGC 500
1 Apr 2022 WCVA - Kick start Scheme 1,500
7 Apr 2022 National Lottery Jubilee Fund - National Lottery Jubilee Fund £21.5K 21,500
10 Apr 2022 Wilderness Trust Ltd - Kickstart scheme contribution to Cafe Staff (1,500)
14 Apr 2022 Powys Welsh Church Acts Fund - Powys Welsh Church Acts Fund 5,000
14 Apr 2022 Montgomery Fund - C F IN WALES/CLIEN FR-000011434 BGC 1,500
19 Apr 2022 WCVA - Kick start Scheme 1,952
22 Apr 2022 WCVA - Kick start Scheme 941
29 Apr 2022 WCVA - Kick start Scheme 1,085
13 May 2022 WCVA - Kick start Scheme 1,085
23 May 2022 Hafren Dyfrdwy - SEVERN TRENT WATER BGC SEVERN TRENT WATER BGC 10,000
27 May 2022 WCVA - Kick start Scheme 2,129
13 Jun 2022 National Garden Scheme - National Garden Scheme £5K 5,000
14 Jun 2022 ATSAIN - First 75% 3,261
15 Jun 2022 Kew Gardens Grow Wild - Kew Gardens Grow Wild £2K 2,000
17 Jun 2022 WCVA - Kick start Scheme 1,085
24 Jun 2022 Volunteering Wales - Volunteering Wales Grant 1,980
27 Jun 2022 Community Facilities Grant - Community Facilities Grant £25K 25,000
1 Jul 2022 WCVA - Kick start Scheme 1,085
7 Jul 2022 National Lottery Jubilee Fund - National Lottery Jubilee Fund 9,500
12 Jul 2022 Finnis Scott Foundation - TRUSTEES OF THE FI FSF BGC 1,000
15 Jul 2022 WCVA - Kick start Scheme 1,085
21 Jul 2022 Bruce Wake Foundation - Pumpkin Festival 1,000
29 Jul 2022 WCVA - Kick start Scheme 1,085
26 Aug 2022 WCVA - Kick start Scheme 1,085
30 Sep 2022 WCVA - Kick start Scheme 1,085
6 Oct 2022 National Lottery Jubilee Fund - National Lottery Jubilee Fund 9,500
7 Oct 2022 Hubbub Foundation - HUBBUB FOUNDATION HUBBUB PUMPKIN BGC 700
15 Dec 2022 Local Giving 500
6 Jan 2023 National Lottery Jubilee Fund - National Lottery Jubilee Fund 9,500
10 Feb 2023 Powys County Council - Powys County Council £1K Grant for Souper Sunday 1,000
1 Mar 2023 PAVO - Connected Communities instalment 2,500
18 Mar 2023 Powys County Council - Local Places for Nature 10,000
30 Mar 2023 Community Foundation Wales - £10K Ashley Family Foundation 10,000
Total Grants 144,645
Total 144,645

Wilderness Trust Page 17 of 17

Unaudited Financial Statements