Trustees’ Annual Report for the period
From Period start date 1/4/23 to Period end date 31/3/24
Charity name: The Hoyland Lowe Stand Trust
Charity registration number: 1167232
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote the public benefit of the Hoyland Lowe Stand. To secure and repair, restoration and the preservation of the ‘area of benefit’. To advance education into the history of the area of the ‘area of benefit’. |
| 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 secure funding to further restore and preserve the Hoyland Lowe Stand and carry out the appropriate restoration and maintenance of the property and its immediate surrounding area. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I can confirm that 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 | n/a |
| Policy on social investment including program related investment |
Para 1.38 | n/a |
| Contribution made by volunteers |
Para 1.38 | Volunteers help with trying to secure and raise funding for the Trust and help to keep the immediate area surrounding the Stand tidy, safe and accessible. Volunteers also maintain the upkeep of the Trust’s website and respond to enquiries from the public. |
| 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 | The first stage of the restoration has been completed which involved maintenance on the whole building and the installation of a roof on the tower which means that it is now watertight. People in the ‘area of benefit’ can view the Stand close up from the adjacent public footpath (which has been regularly cleared and maintained by volunteers) and learn about its history via the website. Progress has been slow during the period due to trustee illnesses and lack of opportunities for significant funding.. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set |
Para 1.41 | See above. |
| Performance of fundraising activities against objectives set |
Para 1.41 | N/a |
| Investment performance against objectives |
Para 1.41 | N/a |
| Other | N/a |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Trust’s finances are still in credit following the completion of the first stage of the restoration. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The small amount of reserves are kept for emergencies and are not sufficient to start and complete the next phase of the restoration, pending further securing of funds. |
| Amount of reserves held | Para 1.22 | £3617.04 |
| 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)
| Additional information (optional) | 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 | The Trust initially raised funds from various small-scale activities (raffles, bring and buy, local fairs etc) and then subsequently secured a grant from the Dearne Valley Landscape Partnership. The Trust is now seeking further grants to finish the restoration. |
| 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 | Risks are that the Trust may not be able to secure further grants to enable completion of the restoration and ongoing maintenance. Other risk is that there will not be enough volunteers going forward to maintain and further restore the Stand. |
| Other | N/a |
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 | Elected at AGM |
Additional information (optional)
You may choose to include further statements where relevant about:
N/a Policies and procedures adopted for the induction Para 1.51 and training of trustees Chair, Secretary, Treasurer and volunteers The charity’s organisational structure and any wider Para 1.51 network with which the charity works N/a Relationship with any Para 1.51 related parties N/a Other
Reference and Administrative details
| Charity name | The Hoyland Lowe Stand Trust |
|---|---|
| Other name the charity uses | N/a |
| Registered charity number | 1167232 |
| Charity’s principal address | 50 Hoyland Road Hoyland Common Barnsley S74 0PB |
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) |
|---|---|---|---|---|
| Michael Erwin | Treasurer | |||
| Martyn Burdin | Chair | |||
| Steve Burdin | Secretary | |||
| Elizabeth Burdin | Trustee | |||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
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 adviser Name |
Type of adviser Name |
Address |
|---|---|---|
| N/A | ||
| Name of chief executive or names of senior staff members (Optional information) | ||
| N/A |
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
N/A
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) Michael Erwin ~~a~~ Position (eg Secretary, Treasurer Chair, etc) ~~es~~ Date 2/12/24 ~~|~~
ACCOUNTS
| Opening Balance |
Credit | Debit | Closing Balance |
|
|---|---|---|---|---|
| 01/04/2023 | 3515.08 | 0.00 | 0.00 | 3515.08 |
| Plus 'Friends of HLST account |
100.37 | 0.00 | 0.00 | 101.96 |
| Closing balance 31/3/24 |
**3617.04 ** |