## **Trustees’ Annual Report for the period** ## **From 1 April 2022 Period start date To 31 March 2023 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|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 bid for securing the listed Sir John
Moore library and Crowd funder failed, we were
outbid, and are concentrating on the other
options
The Trust continues to support lifelong learning,
and expanded the tours and talks programme
for the year, to strengthen our educational
objectives for all ages, cultures and abilities. The
series of walking tours were well supported, and
continue to be so. 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. Talks have
also been popular and are regularly booked
Our commemorative lantern project was also
expanded and is proving popular and emotive.
Links have been made across the Multi-Cultural
Community,inparticular The West Indian| |||Association.| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trust continues to bring 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 adult’s
e3xperiences, but also the wealth of
nationalities that made up the British Army. As
well as face to face, the Trust has engaged and
developed digital activities, via Zoom, Facebook
Twitter and also in a Podcast to reach as many
people as possible with stories, 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.
The themes will be developed in the years to
come to have a permanent display and digital
virtual ones.| ## **Additional information (optional)** You may choose to include further statements where relevant 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|But many volunteers have been able to help
where possible and stepped up. The Trustees
also give their time for free, and only claim 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.
We could not operate without our volunteers| |---|---|---| |Other||Not having the costs of a building has meant
that the Trust outgoings and expenses have
been kept to a necessary minimum/A| ## **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|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 bid for securing the listed Sir John
Moore library and Crowd funder failed, we were
outbid, and are concentrating on the other
options
The Trust continues to support lifelong learning,
and expanded the tours and talks programme
for the year, to strengthen our educational
objectives for all ages, cultures and abilities. The
series of walking tours were well supported, and
continue to be so. 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. Talks have
also been popular and are regularly booked
Our commemorative lantern project was also
expanded and is proving popular and emotive.
Links have been made across the Multi-Cultural
Community, in particular The West Indian
Association and the Windrush community.
The Trust continues to bring 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 adult’s
e3xperiences, but also the wealth of
nationalities that made up the British Army. As
well as face to face, the Trust has engaged and
developed digital activities,via Zoom,Facebook| Twitter and also in a Podcast to reach as many people as possible with stories, 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. The themes will be developed in the years to come to have a permanent display and digital virtual ones for those who cannot access them personally. It is bringing people together to share experiences and history ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|Successful in taking the history of Shorncliffe
and its people to the wider international and
local society to share our history and
achievements.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|Walking tours of the site have been very
popular| |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|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. Income has slowed but
the Trust has kept enough reserves to cover
costs.| |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
foreseeable in the future. There is a procedure
in place for if this should change. 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,| |**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 in the current
climate, and our usual methods of fundraising
have slowed. 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.
Income has also come from talks and visits to
groups.| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**| |A description of theprincipal|Para 1.46|Until such time as we achieve a long term and
full time presence at Shorncliffe, which is still a
negotiated work inprogress,the risk is this may| |risks facing the charity||not happen in the foreseeable future. Funding
by the Trust is in furthering the 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. Although we have a plan in place for
the funding of a permanent base if it happens,
the cost of living crisis is a challenge, it is
currentlydelayed.| |---|---|---| |Other||Expenditure is the main purpose of the Trust in
raising awareness of the site and the risks of
losing the site for ever
Also losing the link to 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 so. We have developed a network of reliable
suppliers| ## **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). The West India Association. 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** |Charityname|The ShorncliffeTrust| |---|---| |Other name the charity uses|N/A| |Registered charitynumber|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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3
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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||| ||Vacancy|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| 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)** S E Law **Full name(s)** Susan Elaine Law **Position (eg Secretary,** Secretary **Chair, etc) Date** 18/12/2023 |**Charity Name**||**No (if any)**||| |---|---|---|---|---| |**The Shorncliffe Trust**||||| |**Receipts andpayments accounts**||||**CC16a**| |**For the period**
**from**|Period start date
01-Apr-22|Period end date
**To**
31-Mar-23||| |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**1,517**
**120**
**121**
**-**
**1,500**
**-**
**-**
**3,258**
**-**
**-**
**-**
**3,258**
**253**
**600**
**1,734**
**470**
**68**
**45**
**120**
**689**
**-**
**3,979**
**-**
**-**
**-**
**3,979**
**- 721**
**-**
**3,124**
**2,403**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**1,180**
**-**
**-**
**-**
**1,180**
**-**
**-**
**-**
**1,180**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**1,268**
**-**
**1,268**
**-**
**-**
**-**
**1,268**
**- 88**
**-**
**3,509**
**3,421**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**1,517**
**120**
**121**
**1,180**
**1,500**
**-**
**-**
**4,438**
**-**
**-**
**-**
**4,438**
**253**
**600**
**1,734**
**470**
**68**
**45**
**120**
**1,957**
**-**
**5,247**
**-**
**-**
**-**
**5,247**
**- 809**||**Last year**
**to the nearest £**| |Donations|**1,517**|||||**-**| |Book Sales|**120**|||||**-**| |Tours|**121**|||||**-**| |FundingCrowdfunder|**-**|||||**-**| |Fundraising|**1,500**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**3,258**|||||**-**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||||**-**| |||||||| |Expenses|**253**|||||**-**| |Storage|**600**|||||**-**| |Purchases|**1,734**|||||**-**| |Insurance|**470**|||||**-**| |Aim|**68**|||||**-**| |Tour Refunds|**45**|||||**-**| |Web Costs|**120**|||||**-**| |FundraisingCosts|**689**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**3,979**|||||**-**| |||||||| |**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_**||||||| |||||||**-**| |||||||| ||**- 721**|**- 88**|**-**|**- 809**||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**3,124**|**3,509**|**-**|**6,634**||**-**| ||**2,403**|**3,421**|**-**|**5,824**||**-**| CCXX R1 accounts (SS) 28/12/2023 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
PayPal
**Details**
**Details**
**Details**
S E Law
Signature
V E Law|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,041**
**3,421**
**363**
**-**
**-**
**-**
**2,403**
**3,421**
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
Vincent Edward Law
Susan Elaine Law|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||V E Law|Vincent Edward Law|28/12/2023| ||S E Law|Susan Elaine Law|**28/12/2023**| CCXX R2 accounts (SS) 28/12/2023 2