Trustees’ Annual Report for the period
From 1[st] October 2024 Period start date To 30[th] September 2025 Period end date
Charity name: Wellow Recreation (CIO)
Charity registration number: 1164352
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Management and maintenance of the village playing field on behalf of the Parish Council and village community. Shared management of the Sports Pavilion with Wellow Valley Tennis. Promotion of sports and leisure activities for residents of Wellow and neighbouring villages. |
| 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 |
Facilitation of individual and organized field sport and leisure activity. Establishment of partnerships with local good causes to fulfil its charity objectives, supported by fundraising events. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Not in specific terms but the presiding Chairman (to July 2025) has experience of working within Charity Commission rules and has been supported by a professional lawyer as secretary. Copies of our constitution and Mission and Objectives have been provided to all trustees and are publicly available on our website. Website population and regular update has recently been designated priority as a commitment to our community. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
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|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| N/A |
| Policy on social investment including program related investment |
Para 1.38 | |
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | Many residents from Wellow and surrounding villages volunteer to support events planned and managed by Wellow Recreation, especially from Community Chest, an informal arrangement to harness the resources from three local good causes for the benefit of the wider community. In the past, we have also enjoyed co- operation and commitment from the village primary school but sadly, this has declined during the report period: Reasons have been cited as cost pressures and limited volunteer resources. |
| Other | N/A |
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 | During the report period, Wellow Recreation has seen a disappointing decline in activity and co-operation with the local primary school, St Julian’s (see above). Financial pressures have contributed to this development, as has a lack of DBS accredited teacher/parent volunteers to lead/assist pupil training sessions. However, the school has minimal playing field availability of its own for sport and recreation, and we believe that outdoor exercise is an essential foundation for healthy young lives. The BANES Unitary Authority provides funding to the school for this objective, and we are working diligently with the school PTA to restore previous levels of activity. On the positive side, Wellow Recreation continues to support an annual school sports day in the summer of each year. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Playing Field Maintenance Our longstanding field maintenance contractor Greensward entered administration in the summer of 2025 after aperiod of failing of declining |
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|---|---|---|---|---|
performance against contract standards. A tender attracted a number of bids to replace Greensward, of which Bath Recreation was clearly the most impressive, and at a modest cost increase of 3% for the next 12 month period. Bath Recreation is a registered charity with a commercial offshoot, and has a strong track record of preparing and maintaining sports fields in and around Bath. The group brings excellent connections with a range of sports clubs and training groups, which should help us to establish Wellow as a home for organized sports activity and competitions in the area. Wellow 10K/5K: April 2025 In co-operation with Community Chest (see earlier comments), we ran our most successful 10K/5K to date, supported by a children’s “Colour Run” and refreshments prepared by the PTA. Total participants numbered 352 and the net Community Chest cash surplus was £2748, from which £916 was distributed to Wellow Recreation. This event has now become a “go to” event for amateur athletes and their families in the area and importantly, we have received a hard-fought sign-off by the Regional Council to replicate the event on an annual basis with minimum regulation. In view of some overall decline in Wellow sport, leisure activity and events during the last 12 months, the 10K/5K provides an essential and reliable source of income to underpin the charity’s finances. Adult Boot Camps Our two adult boot camps on the playing field continue to thrive, with at least three sessions per week run by professional fitness coaches. Table Tennis In September 2024 we initiated a “taster session” for table tennis in co-operation with the Village Hall. It has been a significant success, especially as a means to remain physically and socially active during cold, dark winter months in a relatively remote rural village. The number of weekly participants ranges between 8 and 15, with potential to grow further. A £500 Tesco grant has been secured to fund at least one new table in advance of the new season commencing October 2025. Cricket Nets/Coaching We were unable to repeat the hosting of
| our successful ECB Kids Cricket programme held in 2024, due to the shortage/illness of local coaches but we funded and erected replacement netting in spring 2025, and were pleased to welcome two local teams for pre-season net practice. More recently, a youth coach commenced sessions for individual tuition. Partnerships Wellow Recreation extended its co- operation with a number of local good causes under the umbrella of Community Chest. This included the Wellow 10K/5K described above, but also featured essential fundraising events of Sparkle Party (December 2024), supplemented by a Safari Supper currently being planned for November 2025. These annual events are hugely enjoyed, and critical to the charity’s financial sustainability. Wellow Hortsoc/Village Show A one-off arrangement with the village horticultural society (Hortsoc) was reached in advance of the 2024 Village Show, under which Wellow Recreation negotiated a fee of £500 for budget and administration in the absence of sufficient resources within Hortsoc. Children’s Play Park Our children’s play park remains a much- loved priority for young families in and around the village, and we retain a reserve of £2264 for essential maintenance and repair. Minor repairs were conducted in 2024 following a mandatory annual HSE inspection carried out on behalf of the BANES Unitary Authority. Sports Pavilion Wellow Recreation shares costs of the sports pavilion with our partner Wellow Valley Tennis, and offsets these costs through external hire, which amounted to £410 in 2025. |
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|---|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Met, and especially via co-operation with other good causes in Wellow. |
|
| Investment performance against objectives |
Para 1.41 | Achieved, but with some further deferral of low priority items. |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Adequate, with prudent reserves built to mitigate unbudgeted repairs/maintenance, and the effect of inclement weather on outdoor events. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | As above. |
| Amount of reserves held | Para 1.22 | £7448 at end year 2024, now reduced to £5935 as a result of a transfer of the Village Show reserve to Hortsoc in August 2025 following termination of Wellow Recreation’s administrative role. |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
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 |
Included in report. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | None critical. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
N/A | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Unchanged 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 | Unchanged, as per constitution. |
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 | Wellow Recreation |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1164352 |
| Charity’s principal address | Wellow Recreation Wellow BA2 8QA |
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 (ifany) |
|---|---|---|---|---|
| Peter Gaines | Chairman of Trustees |
Resigned at 2025 AGM held on 2ndJuly2025 |
Trustee | |
| Fiona Schubert | Treasurer | Resigned on 31stAugust 2025 |
Trustee | |
| Sophie Hart | Secretary | Trustee | ||
| Lisa Hunt | Trustee | Trustee | ||
| Tim Hunt | Trustee | Trustee | ||
| X – see below | Trustee | Trustee | ||
FOOTNOTES
Trustee “X” is a valued trustee who is unable to provide her details for scrutiny in the public domain (see previous annual report). This is believed to be due to the nature of their (or partner’s) employment which may incur risk to family safety or security. Should the Charity Commission require further discussion on this matter, it is recommended that this is carried out directly between the Commission and trustee “X”.
Note that following resignations by a number of trustees at the 2025 AGM, efforts are under way to elect new trustees to strengthen the Board of Trustees.
– 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 N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A 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
See above.
Other optional information
Note that this Trustee Report is signed by Peter Gaines as the presiding Chairman until 2[nd] July 2025 and Tim Hunt, who served continuously as Trustee throughout the report period, and continues to serve in that capacity.
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
WELLOW RECREATION
1 January – 31 December 2024
| OPENING BALANCE 1.1.2024 | £18,156.26 | |
|---|---|---|
| INCOME | ||
| PAVILION HIRES | £590.00 | |
| HONESTY BOX | £17.10 | |
| WELLOW WAY 10K 2024 | £2,969.86 | |
| SPARKLE PARTY 2023 | £235.28 | |
| SPARKLE PARTY 2024 | £1,837.43 | |
| OUTDOOR THEATRE | £1,421.43 | |
| SAFARI SUPPER | £432.70 | |
| CRICKET CONTRIBUTION | £0.00 | |
| WELLOW VALLEY TENNIS CONTRIBUTION | £525.00 | |
| BOOT CAMP CONTRIBUTIONS | £200.00 | |
| BOULES CONTRIBUTION | £120.00 | |
| TABLE TENNIS CONTRIBUTION | £50.00 | |
| ST JULIAN'S SCHOOL CONTRIBUTION | £0.00 | |
| MISC DONATIONS (SALE OF CONTAINER) | £200.00 | |
| VILLAGE SHOW RECEIPTS | £3,601.05 | |
| Total Income | £12,199.85 | |
| EXPENDITURE | ||
| PLAYING FIELD MAINTENANCE CONTRIBUTIONS | -£1,884.88 | |
| PAVILION EXPENSES | -£1,325.40 | |
| SHARE OF PURCHASE OF CONTAINER | -£700.00 | |
| CRICKET EXPENSES | -£1,020.52 | |
| TABLE TENNIS EXPENSES | -£106.11 | |
| WW10K 2024 COSTS | -£1,245.75 | |
| WW10K 2024 DISTRIBUTIONS | -£1,391.16 | |
| SPARKLE PARTY 2023 DISTRIBUTIONS | -£1,718.94 | |
| SPARKLE PARTY 2024 COSTS | -£200.00 | |
| SPARKLE PARTY 2024 DISTRIBUTIONS | -£1,091.62 | |
| OUTDOOR THEATRE EXPENSES | -£1,570.00 | |
| VILLAGE SHOW PAYMENTS | -£2,434.81 | |
| Total Expenditure | -£14,689.19 | |
| Surplus / Deficit | -£2,489.34 | |
| BALANCE AT 31.12.24 | £15,666.92 |
MJC 4.7.25