## **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**
**TAR**
March **2012**
|**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)**
|You**may choose**to 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.|
|---|---|
**TAR**
March **2012**
2
## **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.|
|---|---|
||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)**
**TAR**
March **2012**
3
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
- policy programme related policy programme related Richard Brown Publisher.
- investment; Viv Kenny
- contribution made by We could not operate without our volunteers volunteers.
## Section D Achievements and performance
**TAR**
March **2012**
4
## 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.
**TAR**
March **2012**
5
## **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:
- the charity’s principal sources of funds (including any fundraising);
- 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
**TAR**
March **2012**
6
## **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).**
~~——_————~~|||||||||||
|**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)**
~~——=———~~|||||||||||
|**_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**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||V E Law|Vincent Edward Law|12/27/2024|
||S E Law|Susan Elaine Law|**12/27/2024**|