Trustees’ Annual Report for the period
From Period start date 1[st] April 2023 to 31[st] March 2024 Period end date
Charity name: Five Trees Community Trust
Charity registration number: 1162938
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To manage community buildings, owned by the local council. |
| 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 |
To maintain all buildings to a high standard and whilst ensuring that facilities are available and affordable to the local and wider community. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference 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
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | The charity has overseen the running of all buildings and ensured that all regulations are met and the buildings are affordable to hire for local residents and small business, that offer a service to the local community. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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
Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
| 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 | All funds are raised through hire charges. |
| 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 | Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated. |
| 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 | Election at meeting, nomination from local area and associates. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 Other name the charity uses Registered charity number Charity’s principal address
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 David Nicholas Chair
2 Linda Cato
3 Peter Cannon
4 Shazna Muzammil
5 Stewart Oates 12/04/24 - present
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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– 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) Sharon Kerr Full name(s) Sharon Kerr Position (eg Secretary, Chair, etc) Date 15/01/2025
CHARITY COMMISSION FOR ENGLAND AND WALES Trees any! Receipts and payments accounts CC16a For th• Poftod from 1st Aprll 2023 31st Marth 2024 Section A Receipts and payments Unrestrictgd funds tothe near•tst Rostri¢lod funds Endowm¢nt funds Total funds Last yaar to thg noar•st£ lot noarost£ to tha noarest£ A1 Recelpts from Hall Hire 21&515 214515 195.018 Sub total (Gross income for AR) 218,515 211S18 195,018 A2 A8S8t and Inbpstmont sal•s, (s•• tablel- Sub total 218,515 21&S15 195,018 A3 Payments Wages 913J4 S4796 $34 55,796 26,240 3,387 4,134 0,658 786 60.687 70.015 31764 J,B47 3,250 6,513 740 Light & Hèat Water & InsJr8ne T•k¥phor & Interr¢l Bank Charges 3,387 4134 6.658 7B6 Sub total 189,335 189.335 A4 Asset and InNYs¢ment purehases, {see table) Loan Repa ent 1284 IS284 21,404 Sub total 15,284 15,284 204619 204.619 199,220 Net of receIptpayMents) A5 Transfers between lunds A6 C•$h funds last year end Cash funds thi$ yoar end 13,896 13M96 4,202 13,896 13,896 4,202 CCXX R1 arxounts ISSI 1810112025
Section B Statement of assets and liabilities at the end of the period Unresirict•d funds Restricted fund& Endowment funds to nr•S1£ Categorles Details tg noarost £ io r•arost£ B1 Ca$h funds Bank 38,979 24,4S1 Total cash fvnds 38.979 24,451 {agreotslartts*Ath r5•rKI p¥ rtl$ll Unrèstrlcted funds R•$trici•d fvnd Endowment fund$ to noawt£ Dotai15 to nearest£ to ngaregtf Fund tovjhlch asset bDlon Cumntvalug Dotalls Costltyiion•ll 83 Investment assets Fund to %¥hlch as88t belon Cwr•nt Wdlu ob)•1 Details 09¢ loptlonall B4 Assets retaln•d for the ¢harlty$ own use Fund to %¥hlch Il¥bllli rnlatg AmoLtnt due •1 Yhgn duo Iloftal Details B5 LlabilitlOS Signed by one or twsle85 gn behatrof all the Iruste&8 SvJnalur8 Print Name Date of CCXX R2 acKounts ISSI 1610112025
No Audit Required