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2023-04-30-accounts

Trustees’ Annual Report for the period

From 01/05/2 Period start date To 30/04/23 Period end date Charity name: Willand Health and Community Centre

Charity registration number: 1160395

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 surroundingarea
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
Yoga, Pilates, Coffee & Chat mornings, Book
swap, U3A activities, Craft group.
Support of facilities to the food network group.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
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 We do not issue grants Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers

Other

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 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:

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

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 £12237.11
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 Cover over overheads and preparing for
improvements to the building
Amount of reserves held Para 1.22 £11,000
Reasons for holding zero
reserves
Para 1.22
Details of fund materially in
deficit
Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23
Additional information (optional)
You may choose to include further statements
Additional information (optional)
You may choose to include further statements
where relevant about:
The charity’s principal
sources of funds (including
any fundraising)
Para 1.47 Fund Raising, S106 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

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
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:

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
charity works
Para 1.51
Relationship with any related
parties
Para 1.51
Other

Reference and Administrative details

Charity name Willand Health and Community Centre
Other name the charity uses
Registered charity number 1160395
Charity’s principal address Gables Road
Willand
Cullompton
Devon
EX15 2PL

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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 Chairperson
Keith Grantham Vice-Chair
TonyMander Secretary
Frances Wilcox Treasurer

– 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
Frances Wilcox

Treasurer
20/05/2024
20/05/2024

Willand Health and Community Centre May 2022 to April 2023 Charity No. 1160395

Income Received Bank Balance at 01 May 2022
Account Name
WH&CC Treasurers A/c
1,640.98
£
WH&CC Buisness Int A/c
1,614.11
£
B/fwd Cash in Hand
73.96
£
Total
3,329.05
£
Bank Balance at 30 April 2023
Account Name
WH&CC Treasurers A/c
11,483.26
£
WH&CC Buisness Int A/c
615.68
£
C/fwd Cash in hand
138.17
£
Total
12,237.11
£
Actual Profit
8,908.06
£
I hereby certify that these account agree with the records and receipts as presented
Treasurer
Date:
ROOM HIRE
BUY A BRICK
FUND RAISING
INTEREST
S106
Total Income
2,017.50
£
992.84
£
1.57
£
9,584.76
£
12,596.67
£
Expenditure Paid Out
FUNDRAISING
Running Costs
Refurbishment
INSURANCE
TRAVEL
HALL HIRE
Refurbishment
Total Expenditure
Actual Profit
14.50
£
89.83
£
162.37
£
359.85
£
3,062.06
£
3,688.61
£
8,908.06
£