Colwall Orthard Tn 31January 2025
Colwall Orchard Tryst Trustees. Annual Report Independent Examlnerfs Rep)rt Statement of Flnanclal ArtNities Summary Irtcome and Expendtture Account Balance Shèet Notes to the Accounts 1fy19
Colwall Orclwrd Tntst The Trustee5, who are also dlrector5 of the Charlor the wrpwof the Compaiye5 kt 2C(kS. present their report with the unaudiled financ5al ststementsof the drtty for the yearerthd 31 Januèry2025. REFERENCEANDADMINISTRATIVEDETAILS Company No. 07495461 Charlty No. 1142573 Prfndpal Olllce 8rookmead Old Church Road Colwall Malvem WR13 6H8 Re8lst9r•d Office The re81ste offlce ofthe chartty for CNnpanlesArt purpose Is the same as the prlndpal opernt5 address shown above. DlrectorsandTrust¢ The Dlrectors ofthe charitable Companyare ItsTrustees for the pwpowofth•rlty law.The followlng Dlrectors and Trustees served durlng the year. Chris Blake Christopher Kelly Ireslgned 3111 May 2024) R. Cllve Klllick Pam Mccarthy Jenny Papettas Andy ttyle {appolnted 14th Octoter 2024) Jilty Rosser LindsayWilliafft5 . Lynne Drew Inon-trusteel nkers The Co-Operatl¥e Bank . .PO Box 250 Skelmersdal WN86
ColwaN cdrd Tntst 08JECTIVESAND ACTIVITIES To restorei promote and celebrate tr4lit5Dnal ortharfs in the of Colwam in ovder to bEnEfrtthe natural environment and the local community. and to the knpclrtantr frftraditK)nal orchards and frult varieties both localty and natSonalty by- Conserving, restoring and enhandng iTadTn?1 orchards and fruit ¥arieti4 as part of a better-tonnected natural envlronment. Educating and en8a8ing the 8eneTrl PLthlic In kX)kI after tr•dit#)nal Ofchardsand by en¢ouragin8 enjoyment of orchards and s11nable Ofchard prod[e. Celebrating orthards and shari InfOatIOn abo the natural aThJ historic herftsge assoclated wlth them. ACHIEVEMENTS AND PERFORMANCE The Trust or'cof ts operatlonally branded a5"Colwan Orthard Group" Or"CC". We achleved Publ benéfjt thro our Charity Oblects over the past yearas fojlw". Improvlng the landscape by workirq wlth local Eandowners to nI new aThJ malntèin old'orchards. any of which have been registered on the Naturnl England plty Habilats Inventory. COG has planted around 2¢)J trees and pruned 13201ft over 20 ordrdS lasi year Mappln8 local traditional orthafds to Identthi spedes and locatw)n of indi¥ldual tree& Worked wlth the MarcherApple Network to entIfy. pmiTh>te and prop bcal and rafe apple varletle& C•t1 new wIldflor . Two of the meadows been re8lstered on the Natural Englarm Prfority Habitsts Inventory. Reostabllshlng and passir8 on okl countryshle slills InCd8 orrhard tree pn•nln& fruit tree plantlr hedgtrlayin& bod8ln& scythln& creatknn of wlkl 110 meadows and wikllife habbtats. Bulldin8 tables and benche5 to plKe withlft the crnnlty orthards encouragln8 peowe to gather and énk)y the landscape. . Runnlng courses and Trgular traini se$5knns forthe public a5 well as kn Fts members. This indudes In- . house trainin8 for volunteers and tralnlng for members of the local commurmty. COG a150 offered tslks by relevant expert aplologists and lepidopterists. Worked with the 3 local schools {5CKJ children up to 13 years old) offerlng wutar volunteer- accompanied wsits to community orcharrls and meadows through t seasons. elped the local Primary School to develop thelr Forest SclKJoI, where the puplFs thÈmsel¥es as51st in plantin8 orchard trees. to be maintained by COG. COG 15 working with local laTrJowners to establish 4 new public rw of way. Held 6 re8ularevents: Wa55all. Blossom Wall Meadow pknk, &Jmmer 501stKe Celebtstn. Apple Day. Yuietide Fair. COG mana8es 62 allotment plots foi 101 tenants WIK) grow food and Ilowern The Allotment Working Group held monthly work sesslonsto maintain the plots and suprK)rt any new or strugglin8 plot holders. COG provides occess to tools and equipment; rn one has to have or bring their own. Financrdl support . for the modest allotment costs 15 available sh>ukl it be needed. so money need not be a barrier, Carried out reBularwater qualty suTheys with Sevem RilS T. . Created habytats forwlldlrfe wrthln the commuixty orchards aThJ I(Ka1. Engaged local people as ¥olvnteers. therety benefittI[ the local IwFtsBe, the Sandscape, wildlife and the ffves ot the volunteers themsefve& The 8roup of 80 volunteets has forn a str community to carry out COG'5 work. Supyorted local artists through hosti Art in the OTthard. Thls week-lor celebRtM>n of kKal arttsts Is helj in the tommunity orcharrf duriTE HerefordshiTr Art week Sends Out a weekty ww51krto the 268 peopte on the COG Mari kst, corire wtwV5 on. what help
G)Iwall Orthard Trust TNStee5 Annual Report IndUd1 the DlvectW5 Reportforthe year Ended 31 Jarnw 2025 Es 50ught, relevant nature rbotes and things to look out for Sn the orchards and meadows. COG encouraged everyone to get engaged by offerln8 a rar8e of Nt)lunteeri activities that are suitable for all ages and levels of experience. Or83nlsed a films and tslks on thnt topics forthe communty. Gave training on the Identif1)n of bees and butterflles and erKouraged our memberstojoln In the natlonal recordirg suryeys ei RSPB'S BE Garden Birdwatch. Holds art annual'Apple vthlch Is open to all atKI encourages people to moke use of their own frult to make juice and have it pasteurised for keeping. Everne can come along to see and help in the proce An apple ID service is provided and appt1Med games e)Urage chlklren to enSoy the orchard envlronment. COG contrlbutes 12,iKX)w)lunteer hours per annum equfvaknt to 7.5 full tlme staff. All these communlty-fotused acifville8 together with outdoor phbskal work in group5 (with a sociable pause for Y refreshment and chat), have created an open. collaboTatr¥e tommunty that impn)¥eswelkbeing and helps k)cal people to feel connerted arKI valLd. FINANCIAL REVIEW COT ended its flnanclal Jtar 31" January 2025 wtth an IrKome of £97.748. expeNSItLwe of £67,241 yieldkng an operatlng profit of £30,507 (cf. January 2024 profft £10.1741. Our main sources of ft5ndin8 have been g(Nernment 8rant& donatlons. COG membershlps, allotment fees, Sale of lulce and preserwes, sale of trees. orchard advice and other tonsuliancy servi. ?rod fund-rdisin8 community events..The tharity Is In a good financial pc)51tb with tan8ible a55ets valued at £162.. The charlty has net c4rrent assets of£.091. PLANS FOR FUTURE PERIODS W¢ will contlnue wlth'acil¥Jties in accordan with our charitable objectives. In our nen flnancial year. we plan to extend the Apple Pacwng Shed with 4 verarKla {to provlde shelter durlng wnny weather), enhan the Apple Packin8 Shed, improve on-slte stora8e and parking and to Install a pond-dipping platfom). mvern Hills National Landxape have provided funding through a DEFIiA capitsl uplift grant for COG to purchase the equipment for svrafd managemenL The grant enabled us to buy llay makln8 equipment Includin8 a Caeb 550 baler. Thls equlpment15 5pecifscalty designed to work in small spaces such as between the trees orchards. So we can improve our wildflower ndOW creatknn optlon> Given that much of the tharitable funds lespecialty from BTrntsl are not guaranteed and have to be re-apped . for each year the 4rustees recognise that heatthy reserbs are required whltst at the same thne seeking new opportunities to improv.e the environment and promote our services. We expect to seek and appty for. other external funding to 511PPOrt the wY)rk of the charity. . srRucfuRE. GOVERNAPKE AND MANAGEMEKr ' The charlty is consttttrted ès a ¢Offyany limlted lry Hrantee. re8l#efed ur¥Jer the Companies Acts. The governiNd document of the charrty 15 the Memorandum and Artides of Awx?atx)n eStabfhIng the Cofnpanv under compary legislation. There are no restrn5 In the governing drumOn the operation of the Charity or on Its INestrrteTrt powers otlT than those Imwsed by Charity Law. By operation of law all trustees are director5 under the Companies Act 21 and all director5 are trustees under CharFts kgiskition and have . responsibilitres. as such. ts1er both CoMpanyar tharity Eewlation. The trustees are all individuals. The responsibilityfor the day-to-day management of the tharity t5 Split Ixtween trustees with allocated lead re5ponsibillt*& The thalrfftrsees the leadeF5hi> team. COT acknowkts that an effectr¥e Board of trustees
Colwall Orchxd Tntst Tntstee5 Annual Report Indudlr¥ the Dlrectots Report year EThled 31 JJmwy 2025 maintenance and integrlty of iTrforn)ation Induded the company's web5fte. The Board must seekto be representatNe of needsof thosethat it ¥Ktswlth and haswithin its membership. The membership of the Board of trustee5 musl contsin the requlred knowledge and skills to run the charty. Indivldual trustees MI have sufficlent knowdge of role of a tharfty tntstee to be able to effeciivety represent COT at meetln8s and events. Trurtees are elected to Board at the annual Benwal rneetI IAGM). ProdureS for nomln&ion and electlon a In the Artldes of Assocratlon. When rcessary. tr Chair wlll Tecwit wopose to the Board the CO-OPtion oftrustees between AGMS. Full membership ofthe Board can only be approved at AGM. The Trustees are responslble for keeping proper accountirE records that di5c105e with reasonablÈ atcurdcy at any time the financial posltion of the charity a1 to enable them to ensure that the financkl ststements comply with the Companies Art 2(1)6. The Trv51ees are akn responslble for 5afeKuaryllre the assets of the drIty and hence takln8 reasonable Steps for the prebntknn al detectknn of fraud arld otP*r Irre8ularities. .1 In accordance with its Disagreements aThJ Disputes Poli(y. shwld the Board receFve any complaint, il take5 the matter seriously and atternpts to resolve the15sue or gfftwance prompify arnl f•rly to everyone's satisfactlon. The Board recelved no formal complaints duriry the year. No Safe8uardin8 Issues were brou8ht to the jttenilon ofthe Board the year. PV8UC BENEFIT The trustees have had regard to the Charlty Commission's 8uldancÈ on publk benefft in mana8ln8 the artfvitles of the chaflty. The above report has been prepared In aCclar wlth the prov151ons app15cable to companle5 Subject to the small comparfs regime 45 Set out In Part 15 of the Companles Art 2( and in accordance with the Charltles SQRP {FRS 1021. Slgned on behalf of the Board R. Llndsay Wlllljms. Appolnted Cha5r of the Dlrectors and Trustees 2025
I report tothe charltytnjstees on my examinatK)n of the accxjuntsof ColAII OfthwdTnLSt tortheyear ended 31 Jab)uary 2025 whkh cornwtsetheststement ofFlnarKl•lAal¥ltsts. thesummary Income and Expendlture Account, the Balance Sheet at¥lthe rekted notek Responslblllllesand bosbof rep(rt As the tnjstees of the charlty (and also b dlre¢torsfrKthe Wfwse5 dcompary hw) you ar¢ responslble forthe prepaYk)n of the accounts knacctyrdanctwlththe Tequknèments of theCinpank5Act2( fthe 26 Act'l. Havlng satlsfled myself that the accoLbnts of thetharlty are ncrt requlredto be ètsdbted under Part 16 of the 2(MJ6 Act and are ellglble for Indepent exaMInatn. I rert In respect of myexamlnatbn of your charlty's accounts as caTrled out under sectbon 145 of the Charlttes Act 20111.the 2011 Att,). In carrylng out my examlnatlon I have followed the DirettkJn5 8hen bythe thaTIty CornrnIs5n undersection 14515llbl of the 2011 Art. Ind•pgndentex•m1n¢essteffl I have completed myexarnlnatkln. I can confinnthat Tw) materfal mattw5 have come to ry attentlon In. connectknn wlth the examlnatlonglvln8 me causeto belbf4ethat: • ac¢ountln8 records were kept in accofdanct wlth sectK)n 386of the 2{ A(£. or • the aco)unts do not xcord wlth records: or .. the accounts do not comptywith the 8ccwntin8 requirements urthrsertlon 3%of the Z(YJ6 Act other than any requlremert It•tthe accounts 8fvea Irue aNJ fav wlewTwh7th15 Th)t a mèttercJ)nsldered as part of an lndepeFenl examlnatK¢n: or • the accounts have not been prepared In XCOrdan wlthtr mthxlsaNI plthe statem01 n accordanwiththeFlnI SlaThJ•rd•ptdkth UK¥KI Rebklarrfl IFRS 102k I have no ncernI and have come acntss fto t)ther mattets kn cortnect)Tr wlth the eyArnlnatlon to whlth attentlon should be drawn In th15 report In to enable a undelaN of the ¥counts to be reached. Ellzabeth Eyye KA Institute Of(harted£C4)Untsnts, En8land aNI Wales Ellzabeth'Eyre Llmlted Bank stet BUSI5$ Cent 6 Bank Street MaIrn Worcestershlre WR14 2JN 16 Tre 2025
C44wall thchard Trwt Total Total Fw)ds In¢ome4nd •ndowments Donatbns and le8acles Ch)rltsbleartlvlt5es Other Tradlng Actlvltles Investments Total: Jmi 9225 4304 4.198 97.748 80.021 9,225 4L021 2,514 4.077 54.579 4,198 97,748 Expendlttireoft: Charitsble artfvlt]Ès Other Tthl: Net 8aln on InStments Net Incomell*xpenthtw•) $3A26 12m7 65A53 53A26 36.482 7,923 67241 14 32295 IL7881 30.507 10,174 Net Incom•llwendltw•} before other8a1(loS5eII . Other 8alns •nd los Net mo¥•m•nt In fvrnls R•wn¢ill•tlon of Tund&' Total funds brou8bt lorwaTd 32295 IL7881 30507 10.174 32295 IL7881 30507 10,174 I144 107.980 222,484 211310 Transfets between funds 48391 f48391) .Tot•l funds e•nled forward 14 195.ISXI 57JOI 252.991 222,484
Colwall Orthard Tntst Summary Income and Expenkn Forthe year ended 31January2025 Income 93,550 50.502 Interestand Investmentlne 4,077 Gr05s Intome forthe y••r Expenditure 97.748 S479 53A26 36.482 Deprecl8tSon and chargeslor lrnpalrnientof flxed asspts 7.923 Total oxpendlbJreforthoy••r Ilet Income beforetaxforthe year 67.241. 44A05 10.174 30507 N•t i10rthe 3Q507 10.174
Colwall Orclmrd Tnot Ba18nc¢ Sheet At31 January 2025 Tanglble assets 150,658 Curr•nt A$5ets Cash at bankand IN hand Debtors 92351 7L191 761 71.952 93,049 Cr•dltoYs Amounts fallln8 due wlthln (Th year Not ciirr¢nt assets Totsl assets less curr•ntll•bllltl•s Total N•t Ass•ts 1958 9),091 252,991 2S2,991 126 71,826 222,484 222.484 The fvnds olihe th?rfty R•strfcted lunds 14 Restrlrteil Income Fvnds 57101 107.99) . Unrestrlrt•d Funds General fvnds 14 5.1 iU.504 Tot•1 Punds 252,991 These accounts have ten prepad In acrordance wlth the spedal wovtsknnsof Part IS OIttrc9Mpan1esA¢t 2CK)6 relatln8tosml compan. Forthe ye•r ended 31 january 2025 th2Mpary wasefttled to exemptlon underseclknn 4T1 of the Companles Act 21XJ6 relatItO$mall companip5. The mèmbers hove not required the (ompanyto obtaln an audlt kn accordance wtth seCtn 476 oft Companles Act 26. the dlrertors aCknTh¥ledgethe5r¥esplbItr1k9forc0MplYIftswrththe requirements ofthe ClaftleS Act 2C¥J6with respectto actountin8 reciYd5 andthe preForatbJn of COUnt Approved lry the Iwfd o Ahd 5*ned o R. Lindsay WllllamTrust•e 2,.f '¥
Statement ofRecommended PrthaptATrbleto clwttles WepltheIr acwunts kn accordan wkh the Financlal RÈportin8 Stsnthrd applkabte In the UK Repullkof 1rdar (FR5 1021 lasamendedfor a(ltIng Frfod5 commenoTh8fr(m ijanuary 2019}-{ChwltlesSORP {FRS 1tr2)). the Flnanclal Rer/Jrtln8 Stsndard applEcable In the UKand Rewblkoflreland IFR5 102) awj compleS Ad IC. The thath15 Publlc Benefft Entlty as defined by FR5101 The financial s&itements aye prerored in sterfin& whSth Is the fvnctlonal currency of the tharity. M¢)net•ry amounts Inthese fmancialstatements ¥ rounded to the nearest £1. There has been no that0 tk accoufilln8 lIde$ldJa1l0n rule5 and mettrf)d of accountln8) sJnce last yearand no changes have been made to a(rounts forprevknus yea Unrestrfrted funds The5eare avallable for use at the of thetrustees In fvrther4rKe of theBerw•lobJe¢ts Oft tharty These are unreslTthd fvryjs earnwted bythetrusesfor partk¥lar Desl8natedfunds Reval¥atlon furMIs Tesmentln8the Ftstement 0flnbwtrnla55etsaI thelr market value5. These are avallablefor useststr4ert to rest kned bythe donoror IhY(W tenns ofan appeal Restrlctedfunds Recc8nltlonof Intome Incorne15 Inclhw kn the Ststement ol Fknan£lalPthales IWA) the chaTty Ixcomtsentttledto. and v1rtua certth to ctIve, Income and the arnount of the IOMe (an be measured w6th suFfKlent rellabluty. expendltu Oonations artd legacie5" expen(liure1s (ted 2rw IntheS(f duded in the SoFAwhen Tl¥able and ontywhen the IartY t ondltknnal entltlemèntttsthejKe. Tax redalms on" donations aTxI8rf15 Donated servKes andfaci4ts In¢x)rne tax redakns Is Induded In tteSoFAattt*tkne of recelpL . These are onty induded in NKome (with an equfvalentarrKJUht in endlturel Whethe beneffttothe Ctharty Is reas(x quantffiable. mea5uvable and materfal. The value ofarry¥olunteer W receNed i5 W)t knthded In the accourrts Volunteerhelp Investmentlncome Thts Is Induded ththe accI)ur rer4ed.
Colwall ordrdTrth Reco8nttionof VATwhith rnoyered.and 15reyted as part ofthè Expenditureon These mmprbelhe costs wKurred lrythechartty In thed?ry oflts charltsblea¢tMtle5 tttle$ and seryke5 In thefurtheRot ¢te¢ maklr Grants payable ststtrtory requlrements ofihe artty. InchNllreanyaKSvdent exaMInaOn fees. costs 51nked to the strat manyxThtof the Charlty. tWherwlth ashare of otheradrnInlstrat costs These afesupwrtcosts rnt •1xa1ed tt>a partk¥hraithlty. Otherexpendlture Thech•Tbty b exerriptfmm uxwxakntaxoTr tts th#tsble xti¥ltie& T•n8lblefixed •sxts and tyed• Depreclbtlon b pr¢wlded •tthefoth)th•nnu•l rates kn orderto wre off eath asset a1 estlmated usefvl Ille: Pl8rt & Machlnery Other Land & èuifdl 5% SoTri8ht Lknè Atthe thneotapwry4itheancll ststenxts tr trustee5 he• re•50Mblp expthlonthat the tharlty has adequate resourwto rrjntinue operatinl exi5tMtforthe fuE5eeable futuroThus. the IntheappfKatknn of the charWsacuMJnt%E tlIStee$aTeTeIrtdlOmaehHeMent estlmates and as5umptx)ns ab(2heCarTri aJrKwnt of assets WKI liai¥&tstlMtaTe Yeadily experienceand thheYfac15th1t areconshlered to be rekwanL resuks dlfferfrom thèse estimates. The estimates al"Under1r assvmptk)n5 are re4knd rffi an oiyty bxts. Revtsky to accountlF perio&.or In periud oTrthe 15KM and luluye perxK15 the Telision affects both rrent and period5.
Co]w•ll OrdwrdTn C•sh and cash•qulvnts Cash and cash equtrr4knts at bank aAlon haNL dern• de¥uttstxh banks aThl oth 51wrt4emi hhfy InvestswIthoTVThII m•tyfftlesofthrte orkn •d t•nk ryerdafts. In the 5tstement offirtandal p)5ttKY¥. bank(Neffdraft5arpslvwn within orajrrent kbilities. In the Statemefti of Cash Fknw4 gsh cash equlvalents areshrpwn netd bankrylerdrnts that •r£ repablE on dernand and fomi aft irt4Trlp?rtoftt (7sh maneRL wherethecharlty has a rv•ultlr¥fmm a pastatrtth•tw14 wobèbty rewlt in the transferof fud5 to a third party and due to settle ttre¢)tAtskn (3n be measured or alltxvingforahy trnde discojnts The charhy Is re8tstered wth the chalitycommksh kn End & Wales (CCEW)Tlth Number .1142573 •rKI Company number074YA6L Re8Stered offKe ts as w¢5cthd In theinstees re
Tot•1 9397 3L624 4L021 t)onatlDnsand k8ades 6.967 514 477 54579 OtherT1lIngthrf Investments Total: 2514 22955 3L624 Charlt4ble acipiitles Other 33 36A82 7.923 4.641 37.101 Net galn om Investments 114J46} 24320 10.174 114.146J 24320 10,174 24320 10,174 . Total funds brought fonAfard '. T•X•l fvnds ¢¥rrled forwanl 212.310 222.484 114.504 Total Oon*bns and le8ades Glft Aid Refunds General Grants wded I Gi?vemmenVOther Charltks Membership subsulmions and 5pons015hipswhlch ale substan donation5 1755 1755 526 2.243 423 75310 75?10 756 1.430 So L599 4L021 1121
Colwall OrthxdTnut Trt Totsl 2014 9225 67 9225 967 Total Sale of Juko and Presen 573 Sale of frtll trtes afid shrubs L247 Othertrndln8 artwttles 514 T¢tsl Tot•l Interest 1237 L237 Rentsl and Income 2.961 1961 3.587
Totsl 2024 Advertlslre and Mard Slte Mana8emert Costs Admlftistratlon and O¥erhead5 Purchase ofOrth¥d Produrts Trnlnl Irthpeftdent Examiws Fee Fundrasslng Costs 452 452 2L7TJ 10.149 743 856 U183 2392 857 3381 53.426 857 3g81 53,426 L703 36A82 erttshi8and Martelh 19.114 U49 743 Adinlnkstration and (herheads . Pufchase of Orchard Prothjcts Trdlnl ' Independent Examhws Fee Fundra18 Cos 2L777 10.149 743 856 857 L703 36A82 L703 3319
Total Deplat
IL Tarylblefthed •wqts At l February 2024 Addltlons At 31 J8mthry 2015 In.728 18.786 1&247 35AB3 19L514 26.057 117.571 172.n8 9mO At l Febwary 2024 Depleciatlon char8e for the ar At 31 January 2025 29mQ 5,631 34.641 1453 2.453 5.731 17577 13.815 54.671 At 31January 2025 At 31January2024 138m7 143.718 7.357 17A56 162. .At l Fetwuary 2024 Addltlons Ai 31January 2025 .755 755 171T28 At l February 2024 ' Depyecotsjn tharyeforthEy At 31 J4nuary 2025 Net Book¥al At 31 January 2025 Al 31 January 2024 29,010 5.631 34.641 2933 10353 24288 3A02 138.(B7 143.718 137383
761 Trade Crnthto At31 . Luggs Mlll land Shed Oonatlons IM Brtd8e WCC Defra kness WCC F4PL 18.652 937 IU541 17.098 703 14.%4} Total IL788 S701 6e)eryl fimds 97,748 q65A53) Total F•ls 97.748 16724 LU Mlll land BThe
Colwall (hchard TrE luggs Mtrtsnd 202 49 tm 15295) 11431 WCC FIPL J7Jn Total 3L624 1073KI 137.101) 114504 Total 54579 144.4C6 To1 Flxed assets 57Jn 1623)) At 31 January 2025 195. 57X)i 251991 ' l& Up