## **Trustees’ Annual Report for the period**
## **From 01/01/2024 To 31/12/2024**
## **Charity name: The Broadway Trust**
## **Charity registration number: 1166355**
## **Objectives and Activities**
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SORP reference
Summary of the purposes of Para 1.17 1. To encourage high standards of
the charity as set out in its architecture and planning in or
governing document affecting the village of Broadway
and its surrounding area.
2. To stimulate public interest in the
history, architecture and
landscape of Broadway
3. To encourage the preservation,
protection and improvement of
features of historic interest or
general public amenity
4. To support and maintain those
amenities necessary for a strong
community spirit in Broadway
Summary of the main Para 1.17 and 1. Managing and maintaining lands
1.19
activities in relation to those owned by the Broadway Trust for
purposes for the public the benefit of the Broadway
benefit, in particular, the community.
activities, projects or 2. Expanding and supporting the
services identified in the Membership of the Broadway
accounts. Trust.
3. Awarding grants to local bodies
in accordance with the
Constitution of the Broadway
Trust.
4. Reviewing and where appropriate
commenting upon planning
applications within the parish of
Broadway.
Statement confirming Para 1.18 Yes.
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
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**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|**1. Awarding grants in the total sum**
**of £1,450; £1,000 to Broadway**
**Museum and Art Gallery to part**
**fund a new introductory film and**
**£450 to the Barn Close GP**
**Surgery Participation Group to**
**part fund its bi-monthly**
**informative articles in the**
**Broadway Magazine.**
**2. These grants enhanced the**
**visitor experience for those**
**visiting the Museum and**
**informed Broadway residents of**
**services and amenities available**
**at their doctor’s surgery.**
**3. Purchasing and refurbishing a**
**defunct BT telephone kiosk and**
**installing a defibrillator in the**
**village centre to aid emergency**
**treatment of heart attacks.**|
**Additional information (optional)** You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of fundraising
activities against objectives Para 1.41
set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**The general account of the Broadway**
**Trust showed a deficit for the year of**
**£3,037. However the Trust maintained**
**deposits of £7,034 in its bank accounts**
**and investments valued at £230,084. Its**
**financial position was healthy**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**It is the policy of the Trust to hold**
**reserves to meet recurring expenses of**
**the Trust and to fund grants.**|
|Amount of reserves held|Para 1.22|**Liquid reserves amounted to £7,034.**|
|Reasons for holding zero
reserves|Para 1.22|**Not applicable.**|
|Details of fund materially in
deficit|Para 1.24|**Not applicable**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**Not applicable**|
|**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|**Subscriptions, rents, interest on**
**deposits and dividends on investments.**|
|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|**Charitable incorporated organisation.**|
|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|**Selected and appointed by Trustees,**
**elected at AGM**|
## **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**
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Charity name Broadway Trust
Other name the charity uses
Registered charity number 1166355
Charity’s principal address 72 High Street,
Broadway,
Worcestershire
WR12 7AJ
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**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)
Christopher Hotten Chair AGM
1
KC
2 Julieanne McGrigor Hon Treasurer AGM
3 Tom Morris AGM
4 James Peace AGM
Michael de Navarro AGM
5
KC
6 Robert Fulton AGM
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)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|Christopher Hotten KC|
|---|---|
||Christopher Peter Hotten KC|
||
Chair of Trustees|
||20thOctober 2025|
||20thOctober 2025|
## **Broadway Trust Profit and Loss 31.12.24**
## **Income**
|Members|£|3,035.00
|||
|---|---|---|---|---|
|Interest|£|100.44
|||
|Gift Aid|||||
|Rent|£|1,000.00
|||
|Donation|£|2,000.00
|||
|Social Event Tickets|||||
||||**£**|**6,135.44**
|
|**Charitable Expenditure**|||||
|Grants|||£|1,000.00
|
|**Gross Profit/Loss**|||**£**|**5,135.44**
|
## **Overheads**
|Marketing|£|424.00
||||
|---|---|---|---|---|---|
|Maintenance|£|6,165.60
||||
|Hire Charge||||||
|Insurance|£|1,109.47
||||
|AGM/Social Event Expenses|£|131.35
||||
|Professional Fees||||||
|Donations|£|100.00
||||
|Advertising|£|450.00
||||
|Bank Charges|£|62.80
||||
||||**£**|**8,443.22**
||
|**Net Profit/Loss**|||**-£**|**3,307.78**
|**`**|