Section C: Notes to the accounts Trustees’ annual report for the period
Period start date 0 1 0 5 2 1 Period end date 3 0 0 4 2 2
Charity No Charity name Willand Health and Community Centre (if any)
1 1 6 0 3 9 5
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide facilities in the interest of healthy living, social welfare for recreation and leisure time occupation with the object of improving the health and conditions of the residents of Willand and the surrounding area |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
Yoga, Pilates, Coffee & Chat mornings, Book swap, Quiz, Craft group. Support of facilities to the food network group. |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | I confirm the trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | We do not issue grants |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers | Para 1.38 | |
| Other |
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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 benefciaries and any wider benefts to society as a whole. |
Para 1.20 | Has become a Hub in the Community where members of the village can come together to meet, volunteer, and join in to promote social awareness of the Community. Residents have a facility that has enabled them to improve health with yoga and pilates. There have also been many social activities helping to combat loneliness. Hopefully improving and enhancing the health and well being of the community paticulary the vunerable and disadvantaged. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Achievements against objectives set | Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
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Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | £3329 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Cover overheads should there be another pandemic of other occaision stopping the charity operating. |
| Amount of reserves held | Para 1.22 | £1614 |
| Reasons for holding zero reserves | Para 1.22 | |
| Details of fund materially in defcit | Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a goingconcern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Fund Raising and Room Hire |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
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October 2016
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Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
|
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.gunincorporated association,CIO) |
Para 1.25 | CIO |
| 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 | A natural person over the age of 16 years as long as they are not disqualified. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | |
| Relationship with any related parties | Para 1.51 | |
| Other |
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Reference and Administrative details
| Charity name | Willand Health and CommunityCentre |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1160395 |
| Charity’s principal address | Gables Road Willand Cullompton EX15 2PL |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|
| Tania Edworthy | Chairperspn | ||
| Keith Grantham | Vice-Chair | ||
| TonyMander | Secretary | ||
| Frances Wilcox | Treasurer | ||
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October 2016
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Reference and Administrative details (cont)
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 |
|
|---|---|---|
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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 adviser Name Address
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
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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) Frances Wilcox
Position (eg Secretary, Treasurer Chair, etc)
Date 04/03/2023
Charity Accounts templates – Trustees’ annual report for the period
October 2016
Willand Health and Community Centre May 2021 to April 2022 Charity No. 1160395
| Income ROOM HIRE BUY A BRICK FUND RAISING INTEREST DONATIONS Total Income Expenditure FUNDRAISING Running Costs Refurbishment INSURANCE TRAVEL HALL HIRE LEGAL FEES Total Expenditure Actual Loss |
Received 836.40 £ 1,435.00 £ 0.13 £ 2,271.53 £ Paid Out 2.00 £ 543.57 £ 2,345.00 £ 361.65 £ 3,252.22 £ 980.69 -£ |
Bank Balance at 01 May 2021 Account Name WH&CC Treasurers A/c 2,495.78 £ WH&CC Buisness Int A/c 1,813.96 £ B/fwd Cash in Hand Total 4,309.74 £ Bank Balance at 30 April 2022 Account Name WH&CC Treasurers A/c 1,640.98 £ WH&CC Buisness Int A/c 1,614.11 £ C/fwd Cash in hand 73.96 £ Total 3,329.05 £ Actual Loss 980.69 -£ I hereby certify that these account agree with the records Treasurer |
|---|---|---|
I hereby certify that these account agree with the records and receipts as presented Treasurer Date: 05/06/2022