Trustees’ Annual Report for the period
From 05/04/2023 Period start date To Period end date
04/04/2024
Charity name: Grade Ruan Community Trust
Charity registration number: 1121984
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To manage properties (car park, public conveniences) in Grade-Ruan parish under licence from Grade Ruan Parish Council. |
| 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 |
Income from the car park is used to cover the cost of improving, maintaining and running the properties. Surplus funds are expended in grants. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have regard to guidance from the Charity Commission in deciding which projects to support with grants. Projects must be of benefit to the public of Grade Ruan Parish. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Grants are made for projects of public benefit to a wide group of the community of Grade Ruan Parish. This could be through infrastructure or social benefit. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
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 | In the past year the Trust has maintained the car park and three sets of public conveniences. We have been involved in a consultation about disabled access to toilets and access more broadly at a local beach. Grants have been awarded to: Grade Ruan Recreation ground for improvement groundworks, signage and equipment. Also for a clean up of the fishing cove, support with Cadgwith summer fund raising BBQ’s, and room rental for the village sunshine club. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | There was surplus income over expenditure in the period. The overall balance of accounts is healthy. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves equating to the average annual expenditure are kept in case of disruption to income. |
| Amount of reserves held | Para 1.22 | £30,000 |
| 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 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | The toilet block at Kennack Sands is in need of considerable renovation and funds need to be managed to allow for a large expenditure on this over the next few years. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Licence |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable trust |
| 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 | Parish residents can volunteer to become Trustees or may be approached by existing Trustees to volunteer. Existing Trustees will vote on the appointment of a new Trustee giving regard to experience likely to help with the running of the Trust and sufficient knowledge of the community likely to help judge public benefit of grant applications. |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Grade Ruan Community Trust |
|---|---|
| Other name the charity uses | n/a |
| Registered charity number | 1121984 |
| Charity’s principal address | Weathercroft Ruan Minor Helston TR12 7LR |
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) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Paul Collins | Chair | |||
| Mo Jones | Treasurer | |||
| Judith Preston | Secretary | |||
| Elwyn Jones | ||||
| Jonathan Fletcher | ||||
| Judith Heather | ||||
– 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 n/a held in this capacity
Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
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
Signature(s) J Preston
Full name(s) Judith Anne Preston
Position (eg Secretary, Secretary Chair, etc)
Date 25/11/2024
GRADE RUAN COMMUNITY TRUST Aprll 2023124 Balance ¢lfwd Income Ticket Machine AIBMS Tlcket Machlne Cash Residents Car Passes Visitor Car Passes Re Imburse RMPC Grass Cuttln8 Ex endlture CarPark Maintenance Trees Gra55 Car Park Tlcket Machlne AIBMS Char8es Flowbird Maint (Contract) Flowbird Sim Cards Tickets TR Charges 9834.73 25081.40 12055.40 490. 3800.00 707,05 42133.85 51968.58 1591.10 937.68 2688.00 726.91 782.46 248.57 204,00 1144.75 Tollets Cleanin8 Materials Emptyln8 (Kennack Tollets)) Utilities {Water) Utllltles (Electr}¢) Repalrs & MaintenarttÈ Mlsc Ex enses Rates Audlt Fee Insurance 7143.12 1530.64 2389.00 1566.51 2427,30 5936.97 161.38 60.00 52.84 Grants Grade Ruan Rec. Ground Equipment: Grade Ruan Parlsh Clean Up Grade Rvan Dog Blns Grade Ruan Rec Ground Terrace Grade Ruan Rec Ground Si8nage Cadgwlth Event BBQ Refurb Sunshine Club Room Rentèl 255.00 ¢ 433.20 265.72 3850.00 1000.00 c 238.94 C 540,00 C 36174.12 Income over expendlture 15794.46 Deposlt Account blfwd Interest 50811.18 778.60 51589.78 TOTAL OF ALL Accoup¥fs@ 31103124 67384.24 CHARITY REGISTRATION NUMBER 1121987
ReF ots the accounts Tnst ts th•year endod 31x ao&3- . Rtye r¢8w)llsiblli£kes of trustees thd Èxa•lDer <tsKi¢r tliat Eudry is rTqUiTf41 fot this yrar (under yettir>O 43<2) ot ChIll¢S Aw 1993 lthc 199J Actj) al Ihai an indctrJth exami100 i¥ Iierthl IL is tn), resFKxisibility ID: ..Mir1e tfyr (under seeti¢)n 43(3Xa) ofthc 1993 A¢z); ro follow the procedures IAid doivn in Ihe Ge:ittral DireLtiOllS given by tlie Charity Commission (linder s¢ciion 43(7)(b) ol.tlje 199J Aci); and to state wliLbther particul&r matters have eome to my attention. SSIWL An ¢x&m2tittIi( inc;udtt a rn'1e. of xcounbng rewrth kerA by the dwitv •ttd IirSESsJJal ile(fts in the acc(Irn4 secking eWan4w From J'rly Ib tr3 ¢or¢emiRg 4nv tswterts. The proccdyrts do pmi'i(k all evidence that oujd br wuired in an audiL nd cowu¢lllly l ¢Jo rwx ¢1p$S #Ldii cytnion Ihe ViV given by the a¢¢ount& IDdepcDdellt tYsmln¢r's st8tempnt Jii connection with my exaininaiion, no mattcr has come 10 Ihv ancniion: (J) wIIiGh #ivts me r¢osonable CllL1 10 believt Iljat in Any M&IaL rcspc¢t the I'e4LiiIYITJ¢nt s to k¢tp gceouniiii¥ reeord.% In 8¢tordan¢t with s¢etion 410l'thL• 1993 A¢t: ond to prepare atrounL% ivhi¢h 2-. ard witli IIIL accouhtin8 records tknd Lomply Ivith the ILGooiinLin8 requirement5 Ot. tho 1993 Act: 1i&ipe not been n?er. (Jr (?) to whiBlii in my opinion. anetrtion should b¢ drnwn In order 10 cnable & pmpej. uJidtrst8nding ofthe e011n[S to b¢ RQhtsd. P4am¢: C•+Ttt£ £ IN& A•v•KE 6 1£ 4 R*kYm (palifitation Dr IxKly.. kCN A 2& Or1D1 26Z4