Period start date Period end date ~~a|~~ From 1 August 2023 To 31 July 2024
Trustees' Annual Report for the period
Section A Reference and administration details ~~a~~
Charity name Westbury & District Link Scheme ~~Pe~~ Other names charity is known by Westbury Link ~~Pe~~
Registered charity number (if any) ~~Po~~ 1069754 Charity's principal address 31A Hawkeridge WESTBURY Wiltshire Postcode BA13 4LA
Names of the charity trustees who manage the charity
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Dates acted if not for whole
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Trustee name Office (if any) year
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~~ee ee ee~~ Chair
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1[John Sandford ] Masson
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~~ee~~
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2 ~~a~~ Nicholas Pyne Vice chair ~~ee ee~~ 3[Charmian ] Secretary Horseman
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~~ee esee~~ Treasurer
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4[Elizabeth Ann ] Bizeray
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~~ee ee~~
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5 ~~ee~~ Dorian Philip Jones Committee member From 8 April 2024 6 David Nolan Committee member ~~ee es~~ Committee member
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7[Barbara Mavis ] ~~a~~ Payne ~~ee~~
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8 Colin Gladwell Committee member ~~ee eeee~~
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9[Maurice John ] Committee member ~~ee~~ Bizeray
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10 ~~a eees ee~~
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11 12 ~~a es~~
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13 ~~ee~~
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14 ~~a~~ ~~e es~~
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15 ~~ee~~
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16 ~~a~~ ~~e es~~
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17 ~~ee~~
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18 ~~a~~ ~~e es~~
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19 ~~ee~~
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20 ~~ee ee~~
Name of person (or body) entitled to appoint trustee (if any)
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
Name Address |
|---|---|---|
| Name of chief executive | or names of senior staff members (Optional information) | |
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document (eg. trust deed, constitution)[Constitution signed 1 August 1997]
- How the charity is constituted (eg. trust, association, company)
(eg. trust, association, company)[Other] All Trustees serve as members of the Management Committee and are Trustee selection methods appointed/re-appointed annually at the Annual General Meeting in (eg. appointed by, elected by) October
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The number of tasks carried out has continued to rise compared to the previous year:
y/e 310723 - 2,109 y/e 310724 - 2,560
- an increase of 21% year on year.
There is also increased demand for the Charity’s services which can be seen from the number of active clients on the database.
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Section E Financial review
Brief statement of the charity’s policy on reserves
The Trustees’ policy is to maintain a balance of £21,000 (if possible), which equates to 9 months’ average expenditure. This will cover emergency situations which may arise from time to time. The Trustees consider that this level will provide sufficient funds for the Charity to continue to operate, if income materially declines or ceases, but the requirement for the Charity’s services continues. This amount will allow the Trustees sufficient time to identify and apply for other sources of income.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) EA Bizeray Full name(s) Elizabeth Ann Bizeray Position (eg Secretary, Chair, etc) Treasurer
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Date 21 May 2025 TAR March 2012
WESTBURY AND DISTRICT LINK SCHEME INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR 1 AUGUST 2023- 31 JULY 2024 2024 2023 INCOME Donations Interest received 25,659 22,205 25,659 22,205 EXPENDITURE Drivers Telephone Postage, printing & stationary Insurance Advertising Meeting expenses Miscellaneous Journey Expenses 20025 720 17,659 261 305 377 236 74 4,915 27 23,853 457 1039 4521 27,444 SURPLUS I (DEFICIT) FOR YEAR 1,785 1,648 Current Bank Account Deposit Account 22,490 24,275 22,490 24,275
EXAMINERS UNQUALIFIED REPORT Independent examlnerfs report to the Trustees of Westbury & Dlstrlrt Llnk Scheme I report on the accounts of the Trust for the year ended 31 July 2024, which are set out on page l. 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. I report in my respect of my examination of the Trustee's accounts carried out under section 145 of the 2011 Art and in carryin8 Out my examination I have followed all the applicable Directions given by the Charity Commission under section 145 (5}Ibl of the 2011 Act. Independent examinerfs stotement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respert.. {11 Accounting records were not kept in respect of the Trust as required by section 130 of the 12) The accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examlnation to which attention should be drawn in this report in order to enable a proper understandin8 of the accounts to be reached. Andrew Chappell Chappell Assoclates Llmfted Chartered Accountants Westfield House Bratton Road WESTBURY Wiltshire BA13 3EP 9 September 2024