2024-03-31-accounts - The Sholver Millennium Green Trust

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Charity Number: 1072908

The Sholver Millennium Green Trust

Report and financial statements

For the year ended 31st March 2024

Trustees' Annual Report for the period

From

Period start date To[Period end date ] 01 April 2023 31 March 2024

Section A Reference and administration details

Charity name The Sholver Millennium Green Trust

Other names charity is known by Registered charity number (if any) 1072908 ~~——~~ Charity's principal address Oakdene, 5 Higher Ogden Lane Bottom Rochdale

Registered charity number (if any) 1072908

Postcode OL16 3TD

Names of the charity trustees who manage the charity

Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) Iain Weston App 23.02.24

1 Iain Weston
2 Deborah Thornton
3[Debra ]
Wolstenholme
Chair
4[Jonathan Comyn-] Platt
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Names of the trustees for the charity, if any, (for example, any custodian trustees)

~~—<—~~ Name Dates acted if not for whole year TAR 1 March 2012

March 2012

Names and addresses of advisers (Optional information)

Type of adviser

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

Trust deed

(eg. trust deed, constitution)

How the charity is constituted

Trust

(eg. trust, association, company)

Trustee selection methods

Appointed by vote for a fixed term

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures
adopted for the induction and training of trustees;
the charity’s organisational
structure and any wider network with which the charity works;
relationship with any related
parties;
trustees’ consideration of
major risks and the system and procedures to manage them.

Section C Objectives and activities

To provide and maintain an open space, the Sholver Millennium Green, for the benefit of the inhabitants of Oldham, to be used forever as an area of informal Summary of the objects of the recreation play or other leisure time occupations, a meeting place or an area for charity set out in its governing community events and for any other lawful purpose consistent with these document objectives and for the general benefit of the community

March 2012

TAR

The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning its future activities. The main activities undertaken for the public benefit are the maintenance of The Sholver Millennium Green, and the holding of public events there for the benefit of the local community.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;

● policy programme related investment;

● contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

During this year (1.4.2023-31.3.2024) the charity has made significant progress in both the development of the Green and in its usage for leisure purposes. Following receipt of a substantial grant (approx £30,000) new stretches of footpath were installed and some existing footpaths were repaired. The trustees identify the maintenance and installation of suitable footpaths as instrumental in the best use of the Green by the people of Oldham. This work will be completed in the next financial year. Additional improvement work to the Green, including the planting of trees and clearance of some invasive species, has been effected in particular by our partner charity, Life For a Life.

Arising from these improvements there has been an increased footfall on the Green, and this has been further encouraged by two successful open day events.

One of these has become an annual occasion, The Millennium Green Open Day, and the second was a sad but successful celebration of the life and tragically premature death of Rose Johnstone, a longstanding and devoted trustee, who dedicated her life to improving the lives of the people of Oldham, and of Sholver in particular. She is sadly missed and a memorial tree, provided by Life for a Life, has been planted on the Green in her memory.

During the year there have been successful and very effective mass litter picks, a community tree planting session and a balsam bashing day, all of which have involved significant contributions from volunteers from local community organisations. As a result the appearance of the Green has been improved and more attractive for young people, dog walkers, and other residents. The trustees do not have the resources to assess exact progress but there has clearly been a significant and noticeable increase in the use of the Green by residents.

Beneficiaries of our services

The beneficiaries of the charity are the residents of Oldham, and in particular those in the Sholver and Moorside areas who use the Green and share in the charity’s activities

March 2012

TAR

Section E Financial review

Brief statement of the

charity’s policy on reserves

The aim of the reserves policy is to ensure that the charity’s ongoing and future activities are reasonably protected from unexpected fluctuations in its income and expenditure. The board reviewed the reserves policy and agreed that a minimum level of unrestricted general funds, also known as free reserves, of £1000 is appropriate given the risks faced by the charity and the sustainability of its different income streams. Free reserves were £4311.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

● the charity’s principal sources of funds (including any fundraising);

● how expenditure has supported the key objectives of the charity;

● 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)

Full name(s) Jon Comyn-Platt

Position (eg Secretary, Chair, etc)

Chair

Date

March 2012

TAR

Report to the trustees of Sholver Millennium Green Trust

I report to the trustees on my examination of the accounts of the above charity for the year ended 31st March 2024 as set out on pages 7 to 8.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). The charity’s trustees consider that an audit is not required for this year under section 144 of the Act and that an independent examination is needed.

It is my responsibility to:

examine the accounts under section 145 of the Act,
to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Act, and
to state whether particular matters have come to my attention.

Basis of independent examiner’s statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

which gives me reasonable cause to believe that, in any material respect, the requirements:
to keep accounting records in accordance with section 130 of the Act; and
to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

have not been met; or

to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Patrick Morrello ACA Third Sector Accountancy Limited Holyoake House Hanover Street Manchester M60 0AS

Date:

The Sholver Millennium Green Trust Charity number 1072908

RECEIPTS AND PAYMENTS ACCOUNTS

for the period from 1st April 2023 to 31 March 2024

Receipts and payments

Receipts Donations and legacies Grants Sub total Total receipts Payments Premises costs Project costs Sub total Total payments Net of receipts/(payments) Transfers between funds Cash funds last year end Cash funds this year end	Unrestricted funds £ 346 346 346 247 - 247 247 99 - 99	Restricted funds £ - 30,194 30,194 30,194 - 34,081 34,081 34,081 (3,887) 0 8,100 4,213	Total funds £ 346 30,194 30,540 30,540 247 34,081 34,328 34,328 (3,788) 0 8,100 4,311	Last year £ - - - - 247 5,380 5,671 5,671 (5,671) 0 13,771 8,100

The Sholver Millennium Green Trust Charity number 1072908

Statement of assets and liabilities at the end of the period

	Unrestricted	Restricted
	funds	funds
Cash funds	£	£
Bank current account	99	4,213
Deposit accounts	-	-
Petty cash	-	-
Other	-	-

Approved and signed on behalf of all trustees on:

(Jonathan Comyn-Platt)