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2023-01-26-accounts

Trustees’ Annual Report for the period

From 27th January 2022 Period Start Date to 26[th] January 2023 Period End Date Charity name: Men’s Shed Stratford upon Avon CIO

Charity registration number: 1167338

Objectives and Activities
SORP
reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To promote social inclusion for the public
benefit of older men, primarily over 50
years of age, by preventing them from
becoming socially excluded, relieving the
needs of those men and assisting them
to integrate into society through the
provision of a premises in which they can
meet jointly or individually undertake and
share creative, physical, social and
recreational activities of their choice.
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		 The provision of our space allows older
men to meet. And undertake practical
projects and activities which keep their
minds active. The social interaction with
their peers voids an opportunity for them
to engage with others in a familiar and
relaxed environment. The group has
undertaken specific projects for local
groups and organisations.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees confirm they understand
the gardens relating to public benefit. We
believe there is a need for our group. A
section of society we focus on is older
men. It has been shown in research that
men, primarily older men, are less likely
to engage in a wider social activity. A
survey of the population of Stratford
upon Avon, shows that 25% of the
residents were older men.

Page 1 of 10

Additional information (optional)

You may choose to include further statements where relevant about:
SORP
reference
Policy on grant making Para 1.38 Men’s Shed is not a grant making charity.
Policy on social investment
including program related
investment		 Para 1.38 Men’s Shed has not made any social
investments.
Contribution made by
volunteers		 Para 1.38 There are Trustee, and supervisor,
volunteer roles at the Men's Shed.
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 objectives that support our key
purpose are:
1.Promote social inclusion and well-
being through friendships and social
interaction within the group.
2.Provide opportunities for members
to share, and learn new skills.
3.Build relationships with groups, and
individuals in the local community.
This allows us to achieve our aims.
4.Provide a permanent base for Men’s
Shed in Stratford upon Avon.
5.Provide a credible income stream for
the charity.

Page 2 of 10

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set
Para 1.41 1.We provide a location with a
workshop space, where primarily
older men meet up to five times a
week, engaging in woodworking and
other activities. We undertake
personal projects, or projects for
local groups and charities. Some
projects made are sold to raise funds
for our charity. The group has 41
members at present. Anecdotal
evidence gathered from within the
group, shows our members benefit
from the Shed’s social activity and
interactions with others. Some of the
members of the group have formed
friendships, and meet outside the
times of the formal group.
2.Some of our members are
professional tradesmen, and others
are experienced in DIY. They share
their knowledge and experience with
others in the group.
3.We have been particularly successful
developing relationships with other
charities, and groups.
4.We were established in our
workshop within the community hub,
Foundation House. This is managed
by Stratford Town Trust. We were
advised in 2017 that the lease would
run until mid-2027. This was a
licence agreement renewed each
year; and we were not required to
pay any fees. However, in 2021 just
as COVID-19 restrictions were
reducing, we were advised to
contribute to the running costs of
this building. This licence fee of
£2,895 per annum, placed an
unexpected burden on our charity.
On 25th January 2023, we were
advised by Foundation House, and
Stratford Town Trust, that the owners
of the building were exercising, a
‘break clause’ in the lease, and there
maybe a risk of either an increased
licence fee, or the complete closure
of the charity hub.
5.After the AGM in April 2022, we
undertook a restructuring, and
membership training programme. So,
we waived the membership fees until
October 2022. We were successful in
achieving a Stratford Town Trust
grant funding of £250, for the

Page 3 of 10

Queen’s Diamond Jubilee party
celebrations.
6.We were successful In achieving a
Warwickshire County Council grant
funding of £500, for loneliness.
Performance of fundraising
activities against objectives
set		 Para 1.41 We were successful in achieving a
Stratford Town Trust grant funding of
£250, for the Queen’s Diamond Jubilee
party celebrations. We were successful In
achieving a Warwickshire County Council
grant funding of £500, for loneliness.
Investment performance
against objectives		 Para 1.41 No Investments
Other N/A

Page 4 of 10

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The Trustees believe the finances were
sound for a small charity, up to the end of
the reporting period; 26th January 2023
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Reserves were set to cover six months
running costs.
Amount of reserves held Para 1.22 £5,000
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 None
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 The Charity until 25th January 2023, was
settled in the community hub, at
Foundation House.
We need to raise a minimum of £2,895
each year to meet our licence fee.
We are uncertain of our future at
Foundation House, so the Trustees are
researching alternative viable locations.
This may be detrimental to our charity
existence.

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 1.Donations
2.Sale of goods
3.Grant Applications
4.Members voluntary subscriptions
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 No investments held
A description of the principal
risks facing the charity		 Para 1.46 We need to raise a minimum of £2,895
each year to meet our licence fee.
We are uncertain of our future at
Foundation House, so the Trustees are
researching alternative viable locations.
This may be detrimental to our charity
existence.
Other

Page 5 of 10

Structure, Governance and Management
Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Association – Constitutional Document
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Charitable Incorporated Organisation
(CIO) with voting members other than its
charity trustees.
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 The constitution requires that Trustees
are elected on a rotating basis, with one
third retiring at the charity AGM; as
directed in our constitution.
However, the Trustees may recruit and
appoint additional Trustees up to a
maximum of nine.

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 Our Trustees have been recruited form
the charity membership. Each potential
nominee, and subsequent elected
Trustees are given copies of our
constitution document, and Charity
Commission documentation.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 There is a constitutional requirement for
a minimum of four Trustees, and a
maximum of nine Trustees.
Trustees, only, now hold the key roles:
Chair, Secretary, Treasurer.
Relationship with any related
parties		 Para 1.51 None
Other N/A

Page 6 of 10

Reference and Administrative details
Charity name Men’s Shed Stratford upon Avon CIO
Other name the charity uses
Registered charity number 1167338
Charity’s principal address Foundation House,
144 Masons Road,
Stratford upon Avon,
Warwickshire,
CV37 9NF

Names of the charity trustees who manage the charity

Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity
Trustee name Office (if any) Dates acted if not for
whole year		 Name of person (or
body) entitled to
appoint trustee (if any)
1 Mr. Anthony Watts Trustee. 08/04/2022 Membership at
AGM
Mr. Barry Thorne Trustee 08/04/2022 Membership at
AGM
Secretary,
Co.
Treasurer.
(Trustee)		 25/05/2022 Trustee Board
Election
Chair,
Secretary,
Treasurer.
(Trustee).		 07/10/2022 Trustee Board
Election
3 Mr. Hugh George
Arnold Kustner		 Trustee. 08/04/2022 Membership at
AGM
4 Mr. Keith Madden Trustee. 08/04/2022 Membership at
AGM
5 Mr. Peter Lavington Trustee 08/04/2022 Until
19/09/2022		 Membership at
AGM
Chair,
Co.
Treasurer.
(Trustee).		 25/05/2022 Until
19/09/2022		 Trustee Board
Election
6 Mr. Robin Hammond Trustee. 08/04/2022 Membership at
AGM
7 Mr. Roy Egerton Trustee. 08/04/2022 Membership at
AGM

Page 7 of 10

8 Mr. Trevor Batchelor Trustee. 08/04/2022 Until
13/10/2022		 Membership at
AGM
9

– 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

Page 8 of 10

Funds held as custodian trustees on behalf of others
Description of the assets
held in this capacity		 None
Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects		 None
Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets		 None

Additional information (optional)

Names and addresses of advisers (Optional information)

Additional information (optional) Additional information (optional) Additional information (optional)
Names and addresses of advisers (Optional information)
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

Page 9 of 10

Declarations

The trustees declare that they have approved the trustees’ report above.

Declarations Declarations 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) Mr. Barry Thorne
Position (e.g. Secretary,
Chair, etc.)		 Chair, Secretary, Treasurer
Date 26th May 2023 26th May 2023

Page 10 of 10

Charity Name No (if any) Men's Shed Strstford upon Avon CIO 1167338 Receipts and payments accounts CC16a For the period Period start date Period end date To from 27/01/2022 26/01/2023

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
-
219
234
-
-
-
-
-
453
-
-
-
453
68
444
57
171
124
43
32
-
939
-
-
-
939
- 486
-
10,471
9,985		 Restricted
funds
to the nearest £
750
-
-
-
-
-
-
-
750
-
-
-
750
-
-
-
-
159
-
-
-
91
250
-
-
-
250
500
-
-
500		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
750
219
234
-
-
-
-
-
1,203
-
-
-
1,203
68
444
57
171
159
124
43
32
91
1,189
-
-
-
1,189
14		 Total funds
to the nearest £
750
219
234
-
-
-
-
-
1,203
-
-
-
1,203
68
444
57
171
159
124
43
32
91
1,189
-
-
-
1,189
14		 Last year
to the nearest £
Grants - -
Sale ofgoods / donations 219 705
Members Subscriptions 234 220
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)		 453 925
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
925
Tools / Equipment / materials 68 262
Insurances 444 392
Rent / Lease 57 1,850
Repairs / Maintenance 171 -
Meals and entertainment -
Office Expense 124 -
Travel 43 -
Other Expense 32 -
Grants Unused(Returned) - -
**Sub total ** 939 2,504
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
2,504
- 486 500 - 14 - 1,579
- - - - -
10,471 - - 10,471 12,050
9,985 500 - 10,485 10,471

CCXX R1 accounts (SS)

13/08/2023

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds
CCXX R2 accounts (SS)		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Cash Funds
Details
Details
Details
Signature
2		 Unrestricted
funds
Restricted
funds
Endowment
funds
to nearest £
to nearest £
to nearest £
9,985
500
-
-
-
-
-
-
-
9,985
500
-
OK
OK
OK
Unrestricted
funds
Restricted
funds
Endowment
funds
to nearest £
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Current value
(optional)
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Current value
(optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
When due
(optional)
-
-
-
-
-
Date of
approval
26/05/2023
Print Name
Mr Barry Thorne
13/08/2023		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
26/05/2023

CCXX R2 accounts (SS)