Trustees' Annual Report for the period
From
Period start date Period end date Day Month Year Day Month Year 1 April 2023 To 31 3 2024
Section A Reference and administration details
Charity name
The Shorncliffe Trust
Other names charity is known by n/a
Registered charity number (if any) 1152185 Charity's principal address 122 Foord Road FOLKESTONE Kent Postcode CT19 5AB ~~ee~~ 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) 1 Christopher Shaw Chairman 2 Susan Law Secretary 3 Vince Law Treasurer 4 Steve Head Education Lead 5 Vacancy Communications 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 N/A 1 March 2012
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| Names and addresses of advisers (Optional information) Type of adviser Name Address |
Names and addresses of advisers (Optional information) Type of adviser Name Address |
Names and addresses of advisers (Optional information) Type of adviser Name Address |
|---|---|---|
| N/A | ||
| Name of chief executive or names of senior staff members (Optional information) | ||
| N/A |
Section B Structure, governance and management
Description of the charity’s trusts
CIO-FOUNDATION REGISTERED 24 MAY 2013 Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) New trustees are elected by the current trustees, they are proposed and Trustee selection methods then if the majority of trustees agree, they are invited to take up (eg. appointed by, elected by) trusteeship, on acceptance the official induction process begins
Additional governance issues (Optional information)
| Youmay chooseto 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. |
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 Shorncliffe 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, Royal British Legion, Commonwealth War Graves Commission, 1 RGR Shorncliffe, (Royal Gurkha Rifles). The West India Association. These are informal partnerships. The Shorncliffe Trust are members of the NCVO, and the Association of Independent Museums. 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. |
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Section C Objectives and activities
| Summary of the objects of the charity set out in its governing document 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) |
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 BENEFITOF THE PUBLIC. |
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| Bringing people forward to engage in their shared history and sense of location, locally, nationally and internationally has always been at the forefront of the work of the Shorncliffe Trust. 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. Also taking the story and aims of the Trust to merge with others. Annual Armed Forces Day is one such event. The strength is an interaction with everyone being able to share their story and experiences. It allows a wide range of inputs from young children comparing their school experience to that of an army child in 1805, and of adult’s experiences both military and civilian, but inclusive of 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 etc. to reach as many people as possible with stories, using social media to share information about the Trust and its aims. The Digital possibilities continue to be explored, the Shorncliffe Trust is engaged with film and sound as well as images to build an archive of experiences. The themes will be developed in the years to come to have a permanent display as well as digital virtual ones. We aim to work on the concept of a virtual museum, some Shorncliffe related items have been purchased with this aim. The virtual museum would enable many of those with a link to Shorncliffe to share and view the site easily. |
Additional details of objectives and activities (Optional information)
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Volunteers are important in the working of the rust, many volunteers have been able to help where possible and stepped up countless times. 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 You may choose to include given this for free and are very grateful to them. further statements, where relevant, about: Roger Joyce Architect policy on grantmaking; Stephen Head Educational Professional Dr Stephen Summerfield Historical advisor editor Shorncliffe books series policy programme related policy programme related Richard Brown Publisher. investment; Viv Kenny
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policy programme related policy programme related Richard Brown Publisher.
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investment; Viv Kenny
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contribution made by We could not operate without our volunteers volunteers.
Section D Achievements and performance
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Section D Achievements and erformance p
We have continued to work for the long term protection and preservation Summary of the main as much of the heritage assets and open land on the site for the benefit achievements of the charity of all for the future as was possible; and are continuing the pressure to during the year 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 on site The Trust continues to support lifelong learning, we restructured our tours programme, including overseas for the first time since Covid Lockdown. The talks programme has expanded year on year, we have been able to strengthen our educational objectives for all ages, cultures and abilities. 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. Our commemorative lantern project continues to expand 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 3 day overseas tour of 22 to 24 March this year had the successful aim of exploring the contribution of soldiers from the Commonwealth, many of whom not only left from our shores, but passed through Shorncliffe itself.
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Section E Financial review
Brief statement of the
charity’s policy on reserves
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 any funds materially in deficit
N/A
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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 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) S E Law Full name(s) Susan Elaine Law Position (eg Secretary, Chair, Secretary etc) Date 27 December 2024
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Charity Name Receipts and payments accounts For the period from Section A Receipts and payments Unrestricted ~~—__~~ funds
Charity Name No (if any) The Shorncliffe Trust Receipts and payments accounts CC16a For the period Period start date Period end date To from 1-Apr-23 31-Mar-24
| ~~—__~~ | Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||||
| A1 Receipts | ||||||||||
| Donations | 968 | - | - | 968 | - | |||||
| Book Sales | 440 | - | - | 440 | - | |||||
| FundingCrowdfunder | - | 95 | - | 95 | - | |||||
| Fundraising | 2,317 | - | - | 2,317 | - | |||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| - | - | - | - | - | ||||||
| Sub total(Gross income for AR) | (Gross income for AR) | 3,725 (Gross income for AR) |
95 | - | 3,820 | - | ||||
| - - - - - - - - - Sub total - - - - - Total receipts 3,725 95 - 3,820 - A2 Asset and investment sales, (see table). ~~——_————~~ |
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| A3 Payments | ||||||||||
| Expenses | 309 | - | - | 309 | - | |||||
| Storage | 600 | - | - | 600 | - | |||||
| Purchases | 900 | - | - | 900 | - | |||||
| Insurance | 475 | - | - | 475 | - | |||||
| Aim | 71 | - | - | 71 | - | |||||
| Web Costs | 158 | - | - | 158 | - | |||||
| FundraisingCosts | 600 | - | - | 600 | - | |||||
| Crowdfunder Refund | - | 1,000 | - | 1,000 | - | |||||
| - | - | - | - | - | ||||||
| **Sub total ** | 3,113 | 1,000 | - | 4,113 | - | |||||
| - - - - - - - - Sub total - - - - - Total payments 3,113 1,000 - 4,113 - A4 Asset and investment purchases, (see table) ~~——=———~~ |
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| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
612 - 905 - - 2,403 3,421 3,015 2,516 ~~——~~ |
- - - - |
- 293 - 5,824 5,531 |
- - - - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Lloyds Bank PayPal Details Details Details Details Signature V E Law S E Law Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 2,283 2,516 731.59 - - - 3,015 2,516 OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Vincent Edward Law Susan Elaine Law Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| to nearest £ Endowment funds |
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| When due (optional) |
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| Date of approval |
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| V E Law | Vincent Edward Law | 12/27/2024 | |
| S E Law | Susan Elaine Law | 12/27/2024 |