## **Trustees’ Annual Report for the period** **From 1 APRIL 2020 Period start date To 31 MARCH 2021 Period end date** ## **Charity name: The Shorncliffe Trust** ## **Charity registration number: 1152185** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|1) TO ADVANCE THE PRESERVATION AND
CONSERVATION AND DEVELOPMENT AND
IMPROVEMENT OF FEATURES OF HISTORIC
INTEREST IN THE FOLKESTONE AND HYTHE
DISTRICT OF KENT THROUGH THE PROVISION OF
PUBLIC AMENITIES AND THE PRESERVATION OF A
SITE OF HISTORIC INTEREST.
2) TO EDUCATE THE PUBLIC IN THE HISTORY OF
THE MILITARY AND THE SOCIAL IMPACT OF
MILITARY HISTORY BY THE PROVISION AND
MAINTENANCE OF A HERITAGE AND EDUCATION
CENTRE FOR THE BENEFIT OF THE PUBLIC.| |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|This year has been for the Trust unlike any other
year, despite the challenges of Corona Virus, we
have continued to work for the long term
protection and preservation as much of the
heritage assets and open land on the site for the
benefit of all for the future as was possible; and
are continuing the pressure to save others from
demolition, which was effective in challenging
some plans to maintain the integrity of Listed
buildings. The land belongs to housebuilders
Taylor Wimpey and the Trust are continuing
negotiations to take over one or more of these
buildings to adapt for its purposes as a heritage
and education centre we have issued a written
statement of interest for this to the owners. We
are making headway
The Trust continues to support lifelong learning,
and had plans to expand the tours and talks
programme for the year, to strengthen our
educational objectives for all ages, cultures and
abilities, this was effectively cancelled. However
we have assisted many with their genealogy
searches and helped them to explore their links
with Shorncliffe, we have also been able to aid
the search of the general public for the graves of
family members. There were also enquiries from
schools andgroups for talks,which will be| |||organised once normal activities resume.| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|In normal times the commemorations and
events the Trust organise and take part in have
the public benefit aspect, generally in the
planning, in bringing people forward to engage
in their shared history and sense of location,
locally, nationally and internationally. Across all
ages, nationalities and cultures, no one is
excluded and all are welcomed. Not always easy
given the military aspect of our site, but we do
this by enlarging the story to the wider families,
support structures and other nationalities drawn
into conflicts.
The strength is an interaction with everyone
sharing their story and experiences, from young
children comparing their school experience to
that of an army child in 1805, and of adults, but
also the wealth of nationalities that made up the
British Army. Unable to do this face to face, the
Trust has engaged in digital activities, via Zoom,
Facebook Twitter and also in a Podcast to reach
as many people as possible with stories, guests
and information about the Trust and its aims.
The Digital possibilities continue to be explored,
including the concept of a virtual museum, some
Shorncliffe related items have been purchased
with this aim.| |**Additional information (optional)**
Youmay choose toincludefurtherstatements||whererelevant about:| ||SORP reference|| |Policy on grant making|Para 1.38|**N/A**| |Policy on social investment
including program related
investment|Para 1.38|**N/A**| |Contribution made by
volunteers|Para 1.38|In a general year the Shorncliffe Trust relies very
heavily on volunteers, many of who have given
up their time for free, refunded their travel and
if applicable accommodation costs, although we
ask they try to keep these costs down or arrange
low cost travel or accommodation where
possible. This year is different as we have been
unable to organise physical events,
commemorations or activities. We are indebted
to one such volunteer who helped organise
Podcasts for the Trust
The Trustees also give their time for free, and
onlyclaim back costs when it is necessary,an| |||example of this are items to carry out the work
of the trust more efficiently, or travel costs.
The Trust has also benefitted from the advice of
professionals who have given this for free and
are very grateful to them.
Roger Joyce Architect
Stephen Head Educational Professional
Dr Stephen Summerfield Historical advisor editor
Shorncliffe books series
Richard Brown Publisher.
James O’Brien for Podcasts| |---|---|---| |Other||Not having the costs of a building has meant
that the Trust outgoings and expenses have
been kept to a necessary minimum| ## **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|**April - August**
Lockdown. The response of the Trust was to
immediately cancel any tours or physical
commemorations, disappointing but necessary.
This led to an embracing the digital possibilities
of podcasts, zoom talks and online Meetings,
and expanding the possibilities of social media,
this has enabled us to reach wider audiences
and add to ability to reach those who for
whatever reason would be physically unable to
participate.
As an legacy of Light In The Darkest Hour, and
First and Last initiative, Miners lamps were
purchased and adapted and turned into
commemorative lanterns, one remains in
England of the first lanterns, the other in Canada
commemorating those who lost their live in the
Great War.
The Trust has continued to forge and renew links
The Belgian Tourist Board, The Royal British
Legion, Imperial War Museum among others.
With the Imperial war museum, to engage in
their legacy project, of Shorncliffe and the
commemorating of Canada day annually by
schoolchildren laying flowers of the Canadian
graves.
**September**
With the announcement of the going ahead the
Trust Registered for Heritage Open Day 2020,
outdoor walking tours were conducted with in
Covid restrictions of groups of six including the
leader, they were enjoyed safely by all those
who attended.| **Tour Licence from Landowners** Obtained from the Landowner to enable the Trust to organise walking tours once restrictions allow. **January** The Sir John Moore commemoration was cancelled, a local volunteer attended the memorial and posted a social media message **February-March** With no other opportunities the Trust concentrated on the obtaining a building for the future, through getting advice, discussions with local councillors and similar minded groups and individuals. Registering for Gift Aid was obtained with a view to further fundraising, the aim to secure a building for the museum and visitor centre. Gift Aid status was obtained to help the Trust in further fundraising. ## **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|**N/A**| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Despite Coronavirus the Trust is in a relatively
stable financial position, it has been possible to
cover outgoing expenses and raise funds
through our books and donations by supporters.
The Trust has kept enough reserves to cover
costs without donations.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We do not have a specific Reserves policy, but
always ensure there are enough funds in our
accounts to continue the day to day work of the
trust, to cover insurance payments, cover day to
day costs, organisational costs of fundraisers and
events.| |Amount of reservesheld|Para 1.22|**0**| |Reasons for holding zero
reserves|Para 1.22|We do not have a specific Reserves policy, but
always ensure there are enough funds in our
accounts to continue the day to day work of the
trust, to cover insurance payments, cover day to
day costs, organisational costs of fundraisers and
events.| |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|There are no financial uncertainties currently or
into the coming year. There is a procedure in
place for if this should change. Once allowed to
hold events and activities, these are planned and
costed thoroughly before going into realisation.
We have no large overheads which allows us to
operate within a tight budget. We do not have
waged or salaried staff, so have no need of
Furlough or redundancies.| |**Additional information (optional)**
Youmay choose toincludefurtherstatements||whererelevant about:| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Fundraising has been difficult due to restrictions,
and our usual methods of fundraising being
halted. We have still received donations
including those received from donations for
booklets and items offered by the trust. Also by
the publication and sales of The Shorncliffe
Lectures series to the general public, all
proceeds go directly to the work of the trust.
New volumes are produced when previous ones
have sold, to keep stock levels manageable| |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|As follows: Until such time as we achieve a long
term and full time presence at Shorncliffe, which
is still a negotiated work in progress Funding by
the Trust is in furtheringthe education aims,| working with schools and community groups, temporary loaned rooms and spaces, visiting events and giving talks and lectures. And we continue to do so, and pay expenses for trustees and volunteers where applied for and legally entitled to. These being halted mean the Trust are examining the concept of a Virtual Museum, and online content, a virtual museum which will be unaffected by physical restrictions. Although we have a plan in place for the funding of a permanent base as soon as that happens, currently delayed, but due to the residential development of the site has been delayed for the next year at least. We have to take into account the effect of Coronavirus in the future. An unknown quantity presently Expenditure remains as a main purpose of Other raising awareness of the site and the risks to it in the future. Also of the social aspects and history of the site and the people who were linked to it today and in the past. This has been reflected in the number of requests from those tracing their ancestors or on aspects of Shorncliffe, these rise year on year. These are from all around the world, due to the International aspect of a military garrison Where possible we try to buy products and services locally to Shorncliffe, Kent and the South East and where economically sensible to do. ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|CIO-FOUNDATION REGISTERED 24 MAY 2013| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organisation| |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 elected by the current
trustees, they are proposed and then if the
majority of trustees agree, they are invited to
take up trusteeship, on acceptance the official
induction process begins| ## **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 prospective trustee signs a statement of
eligibility and receives in return the latest
financial statement, a copy of the constitution
and an invitation to the next meeting or event,
whichever is nearest in date.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The trust is a CIO corporate body, the trustees
are responsible for the running, organisation and
planning of its work, the trustees are the
governing body.
We rely heavily on our volunteer network who
without we could not exist
And informal relationships and links with other
charities and bodies, we are members of the
NCVO.| |Relationship with any related
parties|Para 1.51|Royal British Legion, Commonwealth War Graves
Commission, 1 RGR Shorncliffe, (Royal Gurkha
Rifles). These are informal partnerships| |Other||The charity has Employer’s Liability Insurance
and also Public Liability and Product Liability
Insurance.
The Trust produces a Risk Assessment for every
event they organise for the public and for
volunteers, first aid and a qualified first aider are
present, volunteers are briefed on safe
procedures during the event
The Trust will regularly review procedures and
guidance on
Risk Management
Conflict of Interest| Handling Complaints Managing Volunteers Data Protection This covers and protects, trustees, volunteers, guests and visitors. ## **Reference and Administrative details** Charity name The Shorncliffe Trust Other name the charity uses N/A Registered charity number 1152185 Charity’s principal address Registered Address 122 Foord Road, Folkestone, Kent CT19 5AB **Names of the charity trustees who manage the charity** |1
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5
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Christopher Shaw|Chairman||| ||Susan Law|Secretary||| ||Vincent Law|Treasurer||| ||Stephen Head|Education Lead||| ||Vivienne Kenny|Communications||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| 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 Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 ## **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)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|Susan Law|Vincent Law| |---|---|---| ||Susan Elaine Law|Vincent Edward Law| ||

Secretary|Treasurer| ||21 December 2021|| ||21 December 2021|| **The Shorncliffe Trust No (if any)1152185 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01-Apr-20 31-Mar-21 ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**696**
**294**
**687**
**-**
**-**
**-**
**-**
**-**
**1,676**
**-**
**-**
**-**
**1,676**
**11**
**20**
**396**
**459**
**600**
**311**
**62**
**303**
**90**
**2,251**
**-**
**-**
**-**
**2,251**
**- 575**
**-**
**4,209**
**3,634**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**696**
**294**
**687**
**-**
**-**
**-**
**-**
**-**
**1,676**
**-**
**-**
**-**
**1,676**
**11**
**20**
**396**
**459**
**600**
**311**
**62**
**303**
**90**
**2,251**
**-**
**-**
**-**
**2,251**
**- 575**|**Total funds**
**to the nearest £**
**696**
**294**
**687**
**-**
**-**
**-**
**-**
**-**
**1,676**
**-**
**-**
**-**
**1,676**
**11**
**20**
**396**
**459**
**600**
**311**
**62**
**303**
**90**
**2,251**
**-**
**-**
**-**
**2,251**
**- 575**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---| |Donations|**696**|||||**-**| |Tours|**294**|||||**-**| |Book Sales|**687**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**1,676**|||||**-**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||||**-**| |||||||| |Expenses|**11**|||||**-**| |LotteryLicence|**20**|||||**-**| |Cost of FundraisingEvents|**396**|||||**-**| |Insurance|**459**|||||**-**| |Storage Costs|**600**|||||**-**| |Purchases|**311**|||||**-**| |AIM Membership|**62**|||||**-**| |Web & Internet Costs|**303**|||||**-**| |Tour Refunds|**90**|||||**-**| |**_Sub total_ **|**2,251**|||||**-**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |**_Total payments_ **
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| |||||||**-**| |||||||| ||**- 575**|**-**|**-**|**- 575**||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**4,209**|**-**|**-**|**4,209**||**-**| ||**3,634**|**-**|**-**|**3,634**||**-**| CCXX R1 accounts (SS) 22/12/2021 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Lloyds Bank
Pay Pal
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,766**
**-**
**867**
**-**
**-**
**-**
**3,634**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| CCXX R2 accounts (SS) 22/12/2021 2